fundraisingManager 2.0 acknowledges one-time and recurring donations using Lightning Email templates . Each Form Configuration can have its own email template so the acknowledgement can be form-specific. For example for a form collecting donations for a capital campaign, the acknowledgement can provide information about that capital campaign and how the funds will be spent, and what their donation means towards this specific project. This article will show you how to modify templates


 Note: If no email template is defined for a specific form configuration then the email template on the default form configuration will be used.

 

To create or update email templates search for Email Templates in the App Manager


The email template object allows you to create emails in a WYSIWYG editor. 

Select the Related Entity Type based on the type of acknowledgement.



Email templates should be saved in the fundraisingManager folder.




Types of Email Acknowledgements

fundraisingManager offers multiple types of acknowledgements.


TypeObjectDescription
One-timeopportunityA single one-time donation from a contact or organization
Recurringrecurring donationA recurring donation sent
HonoropportunityEmail sent to tribute notification contact when the tribute type is honor and notificaiton type is email
MemoryopportunityEmail sent to tribute notification contact when the tribute type is memory and notificaiton type is email
Giving SummaryReceiptA summary of multiple gifts, typically at year-end


If a donor made a one-time donation in honor of someone and provided an email, the donor will receive the one-time acknowledgement and the tribute recipient would receive the email template of type 'honor'


Merge Fields 


Based on the acknowledgement you can use merge fields associated with the "Related Entity" specified   on the email  template. Click on the 'Insert merge field' icon in the bottom right of the email body




In this image the Opportunity object is the related entity thus opportunity fields are available.


Here are some sample merge fields

 

One-Time Acknowledgements (Opportunity object)

Donation Amount

 {{{Opportunity.Amount}}} 

Donation date

{{{Opportunity.CloseDate}}}

 

 

Recurring Acknowledgements

Recurring Frequency

{{{npe03__Recurring_Donation__c.npsp__InstallmentFrequency__c}}}

Recurring Amount

     {{{npe03__Recurring_Donation__c.npe03__Amount__c}}}

Creation Date

{{{npe03__Recurring_Donation__c.CreatedDate__c}}}

Organization Name

{{{Organization.Name}}}


All Acknowledgments 

First Name

 {{{Recipient.FirstName}}}

Full Name

{{{Recipient.Name}}} 

Organization Name

{{{Organization.Name}}}

 


Images

You can also add images for banners, logos and signatures to an email template. 

To ensure images are displayed by most email clients we recommend using a web image see the article "Creating a Web-Image from a File" 


Testing an Email Template

Once you've created an email template, you can test an email template from an existing test donation.


** testing an email template will send the email to yourself and the donor so it's important to NOT use a real donation as it will confuse your donor**



On the opportunity record you can select Test Email Template (if this isn't visible you may need an Admin to add it to a page layout. 

 

You can select the acknowledgement you want to test. The available acknowledgements will be based on the type of gift (one-time or recurring).

 

Please Note: the acknowledgement will be sent to your user's email address and the donor. An activity will be created on the donor's contact record.

 

Once you've created/updated your template you can Assign it to a Donation form