Email templates define the acknowledgements sent to donors, to utilize a template you must first assign it to a form configuration (donation form). To update the acknowledgement sent when a donation

 

Using an Email Template on a Donation Form

 

To use a template you must assign the ID of the email template for the acknowledgement type on the form configuration record.


Find the Email Template ID

 

  1. From the app icon, find Email Templates
  2. Find the template you want to update
  3. The URL in the browser is similar to this?

    https://fm2.lightning.force.com/lightning/r/EmailTemplate/00X5e000000lSkyEAE/view
  4. The email template ID in this example is 00X5e000000lSkyEAE


Assign the Email Template to the Form Configuration

  1. Go to the Form Configuration record
  2. Go to the Email Templates tab
  3. This tab shows the templates linked to this Form Configuration, including the type and language
  4. Select an existing template to edit it, or Click New to add another template to the Form Configuration.
  5. Enter a name, language and type for the template and in the Id field enter the ID of the Lightning Email template we identified in the previous section.
  6. Click Save
  7. When a form submission of the type and language occurs this email will be sent. 


Please Note: If you create multiple templates on a formSubmission with the same type and language you will get either one of the email acknowledgements. Only one email template should be assigned for each combination of type and language for a form configuration.