As a Fundraising Manager, you are about to run a new Appeal, which you want to send a customised receipt for. To do this, you need to set up a new Classic Email Template, and a new ProntoPlus Email Template.
I. Create a Classic Email Template
Go to Set-up > Classic Email Templates > New Template
To create a new template, press the New Template button and it will let you choose what type of email template you would like to create.
You can choose what type you want, but we will select Custom in this example, we will choose Custom.
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Fill in the necessary fields and be sure to check the Available For Use checkbox to make the template available and Next when done.
Folder - the folder where your template will be stored
Available For Use - if tick it will make the template available to users
Email Template Name - the name of the template. Hit Tab, and the Template Unique Name will be populated automatically.
Encoding - choose General US & Western Europe
Description - the internal description of your template
Subject - Enter the subject that will be used when the email is sent out
Email Body - the content of your template.
Salesforce Classic Email Templates has native merge fields available
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Here’s a sample Email body using HTML HTML
<!DOCTYPE html>
<html>
<head>
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Click Copy text from HTML version > click OK > Click Save
Click Next
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You can Edit your Email Template if you feel there’s something lacking by clicking the ‘Edit HTML Version’
Send Test and Verify Merge Fields- to test if the fields being merge in the template is properly working
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Please Note: You can make customizations on your Classic Email Template however you want as long as it is within the Available Merge Fields or in the provided ProntoPlus Receipt Naming (Table Variables and Table Definitions) in ProntoPlus Settings.
II. Tutorial Video
We have a tutorial video that you can refer easily on “How to add dynamic content into the body of the Receipt.”
https://www.youtube.com/watch?v=N56SqqAeH2s&
III.Option To Clone
Alternatively, you can Clone the generic receipt template that is included in the ProntoPlus Package, and edit it, as a base-line.
Choose one receipt to clone by clicking its name > Click the Clone button.
You can customise the Folder, Template Name and Description.
Hit Save
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