Sending A Special Thank You

Trish Perkins Donation 2020.09.25 | Salesforce

  1. Click the space that says "Write an Email"

Trish Perkins Donation 2020.09.25 | Salesforce

Click on the Insert, create or update template button

Trish Perkins Donation 2020.09.25 | Salesforce

Click Insert a template

Trish Perkins Donation 2020.09.25 | Salesforce

This screen comes up. Find the template that you want to use.  (I'll click on the DAF Donation Acknowledgement, just for demonstration purposes)

Trish Perkins Donation 2020.09.25 | Salesforce

The template is inserted into the email.

Trish Perkins Donation 2020.09.25 | Salesforce

Click Send. Notice that the Related Donation is shown here. This email will appear on this record.

Inbox - [email protected] - Gmail

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

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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