How to Create and Edit a Receipt Email Template

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.

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

Here’s a sample Email body using HTML

<!DOCTYPE html>

<html>

<head>

</head>

</table>

<tbody>

<tr>

<br/><br/><strong>Receipt number: {!receiptNumber}</strong><br/><br/>

{!recipientName}

{!recipientMailingStreet}

{!recipientMailingCity}

<br/>{!recipientMailingState} {!recipientMailingPostalCode}

</td> </tr>

<tr><td align="left">{!dateToday}<br/></td></tr>

Dear {!salutation},<br/>

<p>From the entire organisation, we would like to sincerely thank you for the generous gift of

{!amount} on {!relatedToCloseDate}.</p>

<p>We are grateful for the aid provided to help reach those who are in need. Thank you for sharing with us the opportunity in making a difference.</p>

<br /><p>{!complimentaryClose},</p>

<p><strong>{!orgName}</strong></p>

<br />

<thead>

<tr>

<th width="40%" style="background-color:#EB4917;color:#FFF;font-weight:normal;padding:20px 38px;text-align:left;">GENERAL ACCOUNTING UNIT</th>

<th width="30%" style="background-color:#EB4917;color:#FFF;font-weight:normal;padding:20px 38px;text-align:center;">AMOUNT</th>

</tr>

</thead>

<tbody>{!GAUAllocations}</tbody>

</table>

<br />

<td>

</tr>

</tbody>

</table>

</body>

</html>

Click Copy text from HTML version > click OK > Click Save
Click Next

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

Click Send Test and Verify Merge Fields > fill in the necessary fields> then press Ok
This is what it looks like when you Generate Receipt in Opportunity

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&

https://youtu.be/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

Please Note: When you are using an HTML or Custom email template, when you edit the template, you need to edit both the HTML and the Text versions.

REFERENCES:

Salesforce Developers

https://www.youtube.com/watch?v=erietmqBpuM

https://www.youtube.com/watch?v=N56SqqAeH2s