Design an acknowledgement email for a transaction
You can generate an acknowledgement from part types that contain acknowledgement functionality, such as the Donation Form part or Event Registration Form part. The acknowledgement appears on your website after the site user completes a transaction. In addition, this message is automatically sent in an email to the site user. For the site user to receive an acknowledgement, you must design and create an acknowledgement email for the part type.
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From the Edit Part screen, access the Acknowledgement Email screen. |
Note: How to access the Acknowledgement Email screen depends on the part. For example, on an Event Registration Form part, you click Acknowledgement email, while on a Donation Form part, you click Next after you design the rest of the form.
Note: For Payment parts, you create a summary acknowledgement email. If you select to send the summary acknowledgement on both the Payment part and the Donation, Event Registration, or Membership Form parts that use the Payment part, a donor receives one email that details all transactions, rather than separate acknowledgement emails for each payment the donor makes during a visit to your website. For information about how to send a summary acknowledgement email, see Payment.
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Enter a name for the acknowledgement, a subject to include in the Subject field of the email message, and an email address and name to include in the From field of the email message. |
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To receive responses from recipients at a different email address than the one you use to send the message, click More Options and enter the address in the Reply Address field. |
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Under Notifications are to be sent to the following addresses, select Failures to receive failure messages when email messages are not delivered. In the field beside the checkbox, enter an email address to receive failure messages. |
Note: Failures are email addresses that do not receive the acknowledgement email. Failures can also be called non-delivery receipts, bouncebacks, UnDeliverables, or Delivery Status Notifications (DSN). For information about how the program handles failures, see Bounced Email Management.
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If this part uses a Payment part, you can select whether to send a summary acknowledgement email. This email details all donations, event registrations, or membership payments the donor makes with the Payment part during a visit to your website. |
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Select Send this acknowledgement email only when a summary email is not available to send the Payment part’s summary acknowledgement email. If the part does not use a Payment part, the donor receives the acknowledgement email you create on this screen. |
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Select Always send this acknowledgement email to send the email you create for this part. If the part uses a Payment part with the summary acknowledgement email option selected, the donor receives both individual and summary acknowledgement emails. |
Note: Select Always send this acknowledgement email for messages that include information the donor needs. For example, an event registration acknowledgement email may include a map, date and time information, and other details about the event.
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In the box, the text from the default acknowledgement email appears. To enter or edit the content of the email as required, use the HTML editor. For information about the HTML editor, see HTML Editor. |
To customize email content, click Merge fields on the Insert tab in the toolbar. To format the email content’s appearance and layout, use the HTML editor.
Note: You can include conditional fields in your acknowledgement email. Conditional fields do not appear in the final email if they do not apply to the transaction being acknowledged. For example, for a donation acknowledgement, you can enter “We greatly appreciate <Company Name>’s support!” If the donation is not from a company, this sentence does not appear in the final acknowledgement. To identify conditional fields, look for “begin section” and “end section” indicators. For example, <Corporate.Begin Section> and <Corporate.End Section> indicate that the sentence with <Company Name> is conditional.
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Click Save. You return to the Edit Part screen. |
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Click Save. You return to Parts. |