fundraisingManager includes integrated support for Tribute emails to automatically be sent when a Tribute gift is entered, and a notification by email is requested. In order to take advantage of this functionality, you must create tribute email templates and then assign them to a donation form (Form Configuration record).
Training Video:
Follow the configuration steps below:
1. Search for and navigate to “Email Templates” from the App Launcher.
2. From the Email Templates page, select “All Email Templates” and then search for the default Memorial and Honor Email Templates included in fundraisingManager.
- fundraisingManager Default Memorial Notification (English)
- fundraisingManager Default Honor Notification (English)
3. Separately open each of these templates, select the “Clone” button to create a customizable copy of each template and save them with a unique name that you define.
For more on how to update email templates see Working with Email Templates.
4. From each of the newly clones email templates, note (copy and paste) the 18-Digit Salesforce ID of each template from the browser URL.
5. Search for and navigate to “Form Configurations” from the App Launcher.
6. From the Form Configurations page, navigate to the form record that is designated as the “Active Default Configuration”
(there should only be one).
7. From the Default Form Configuration record, navigate to the “Email Templates” tab, and add “New” Templates for both the Honor and Memorial emails, using the examples below as a guide. In the “Id” field, use the 18-Digit IDs notes above to associate the correct email template with each record.
In Honor:
In Memory:
All Tribute donations made through any fundraisingManager donation form will now use these templates to send Tribute emails. If desired, these steps can be repeated to create unique Tribute email templates on any specific form as well.
For more information on using templates and merge fields check out this training document.