Sending A Special Thank You
Trish Perkins Donation 2020.09.25 | Salesforce
- Click the space that says "Write an Email"
Trish Perkins Donation 2020.09.25 | Salesforce
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Click on the Insert, create or update template button
Trish Perkins Donation 2020.09.25 | Salesforce
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Click Insert a template
Trish Perkins Donation 2020.09.25 | Salesforce
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Click Send. Notice that the Related Donation is shown here. This email will appear on this record.
[email protected] - Gmail
Inbox -Here's how it appears in the donor's inbox. The Donation Date in the email = Close Date of the Donation. The donor has to have an email on the contact page for this to work.
Trish Perkins Donation 2020.09.25 | Salesforce
Change the fields on the Donation Page to reflect the Acknowledgment.
Trish Perkins Donation 2020.09.25 | Salesforce
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But don't forget to add the Recurring Donation, the Primary Campaign Source, and Contact Campaign Member Status (check the help text in the little black info circle to decide whether to leave blank or not...)
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