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How to Re-send Confirmation Emails: https://help.pm.leapevent.tech/a/1169791
Sometimes your patrons will request you re-send their Order Confirmation emails, and luckily it's a pretty quick and easy process using the "Send an Email" button on your Contact records.
We'll cover:
How to Re-send Ticket Order Confirmation Emails
Before you start on the steps below, make sure the Ticket Order has been qualified! This means the Status will be set as "Complete".
1. On the Ticket Order, click "Send Confirmation Email" at the bottom
2. Click "Send"
You can also update the Email the confirmation goes to using the text field in the popup!
How to Re-send Refund Confirmation Emails
Before you do anything, make sure the Ticket Order's status is set to "Fully Refunded"!
1. Go to the refunded Ticket Order, and scroll to "Payment Transactions"
2. Copy the Payment Transaction name for the refund
3. Click on your Patron's name in the Ticket Order
4. Go to the to Activity component and click into the "Email" action
Don't see the Activity component? Make sure to check that you've completed these steps.
Don't see the "Email" action? Make sure that you've completed these steps.
5. Use the "Related To" drop-down menu to select Payment Transaction
1. Click the Setup gear, then click Setup
2. Go to the Object Manager tab, search for Payment Transaction, and click on it
3. Click "Edit"
4. Under Optional Features, check the "Allow Activities" checkbox
5. Select "OK" on the pop-up.
6. Don't forget to "Save"
6. Paste the Payment Transaction number you copied, and click on your Payment Transaction number
7. Click the "Template" button
8. Click "Insert Template"
It's possible you'll see your Refund Confirmation Template template in the pop-up window under "Recently Used Templates". If that's the case, click it, and jump to the last step.
9. Search for your Order Confirmation email template
- Set your Templates to "Classic Email Templates"
- Search in your PatronTicket Email Templates folder
- Use the Search bar to find the template you'd like to use (probably "Refund Confirmation Template")
- Click on the template
10. Click "Send"
How to Re-send Exchange Confirmation Emails
Before you start on the steps below, make sure the Ticket Order has been qualified! This means the Status will be set as "Complete".
1. Go to the Ticket Order where you performed the exchange, and scroll to Payment Transactions
2. Copy the Payment Transaction name for the exchange
3. Click on your Patron's name in the Ticket Order
4. Go to the to Activity component and click into the "Email" action
Don't see the Activity component? Make sure to check that you've completed these steps.
Don't see the "Email" action? Make sure that you've completed these steps.
5. Use the "Related To" drop-down menu to select Payment Transaction
5.1. Click the Setup gear, then click Setup
5.2. Go to the Object Manager tab, search for Payment Transaction, and click on it
5.3. Click "Edit"
5.4. Under Optional Features, check the "Allow Activities" checkbox
5.5. Select "OK" on the pop-up.
5.6. Don't forget to "Save"
6. Paste the Payment Transaction number you copied, and click on your Payment Transaction number
7. Click the "Template" button
8. Click "Insert Template"
It's possible you'll see your Exchange Confirmation Template template in the pop-up window under "Recently Used Templates". If that's the case, click it, and jump to the last step.
9. Search for your Order Confirmation email template
- Set your Templates to "All Classic Templates"
- Search in PatronTicket Email Templates folder
- Use the Search bar to find the template you'd like to use (probably "Exchange Confirmation Template")
- Click on the template
10. Click "Send"
