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How to Edit Confirmation Classic Email Templates: https://help.pm.leapevent.tech/a/1466291
Confirmation email templates go out to your patrons and donors if they have an address on file for a variety of reasons: a donation, a ticket purchase, a membership purchase, and more.
In this article, we'll go over:
- How to find the email template you want to edit
- How to edit a PatronTicket Email Template
- How to edit a PatronDonate or Welcome Email Template
Depending on how many email templates you're planning to edit and how many changes you're making, this process will take anywhere from 10-45 minutes.
Finding an email template
Confirmation email templates are all Classic Email Templates and live in Setup.
1. Click on the gear icon, and go to Setup
2. Search for "email template" in the quick find box, and click on Classic Email Templates
3. Select the folder with your email template
These different folders categorize your email templates, including your Confirmation Templates, and below is where you'll find our packaged templates. Any custom templates users at your organization have created may likely also be found in these corresponding folders.
- PatronDonate Email Templates contains:
- Donation Thank You
- Recurring Donation (Creation)
- Recurring Donation (Payment)
- PatronTicket Email Templates contains:
- Order Confirmation Template
- Subscription Order Confirmation Template
- Membership Order Confirmation Template
- Exchange Confirmation Template
- Awaiting Fulfillment Confirmation Template
- Welcome Templates contains:
- Contact Form Welcome Template
Need help figuring out which email you want to edit? We've got an explanation of when each email sends for you.
Are you looking for pre- and post-show email templates? You'll want to head over to Automated Communications for these templates.
Once you know which Classic Email Template you need, edit it!
Do you want to create a new custom Order Confirmation Template? We have special instructions on how to create a new custom Order Confirmation Template for you!
1. Select the template you want to edit
Select the template you want to edit. Here we'll look at the single ticket order confirmation, but the process is the same for subscription, membership, or exchange confirmations.
2. When you click on a template, you'll see the basic properties of the template in the first section
While you can edit some of these properties, you shouldn't need to.
3. Click Edit Template
4. You should only edit the text parts of the message in the template, which are highlighted in red below
There is more text in the HTML version than is visible in this screenshot. Make sure you scroll down in the editing window!
5. Add or adjust the text in the Plain Text section and the HTML Email section
6. Tweak the HTML version with text formatting
Text formatting is not available in the Plain Text version.
| Text Formatting | Start Tag | End Tag |
|---|---|---|
| Bold | <b> | </b> |
| Italics | <i> | </i> |
| Underline | <u> | </u> |
| New Paragraph | <p> | </p> |
| Line Break | <br /> | No end tag |
Place the words you want formatted in between the start and end tag. For example, if I wanted the words "All sales are final; there are no refunds, cancellations, or exchanges." to be bolded, I would format it like so:
<b>All sales are final; there are no refunds, cancellations, or exchanges.</b>Not familiar with this concept and want more in depth instruction? We recommend this website to start experimenting with basic HTML text formatting.
If you're interested in changing text color or the font, check out this website.
Here's what the code looks like in the Edit Template window:
And here's what your formatted text would look like to your patrons.
7. When you're finished, click "Save"
8. Test the template to make sure it looks as you expected
Click the "Send Test and Verify Merge Fields" button, and then choose a Ticket Order to use as your test. It doesn't really matter what Ticket Order you choose, as the ticket buyer will NOT receive your test email.
You can enter your own email address to send the test email to yourself, or just view it in the screen here.
Want to go back to the original Order Confirmation Template?
We have the code for the original template--for Ticket Orders, Subscriptions, and Memberships, available for you.
1. Select the email template you want to edit
Select the template you want to edit. Here we'll look at the donation thank you, but the process is the same for the recurring donation templates and the Welcome Templates.
2. When you click on a template, you'll see the basic properties of the template in the first section
While you can edit some of these properties, you shouldn't need to.
3. Click Edit HTML Version
4. Add or adjust the text in this HTML version
You can change the subject line and edit the HTML body text.
If you're editing a PatronDonate Template that you use for Recurring Donations, make sure to include some instructions for your donors on how to cancel their recurring payments.
5. Add any merge fields you want (optional)
You can personalize the emails you send by adding merge fields. This Email Template will pull information directly from the Donation record and place it on the email going out to your patrons.
For PatronDonate Email Templates related to Donations, you can only use fields from the:
- Opportunity (what we call Donation)
- Contact
- Organizational Information
Other objects' fields will not populate in your email.
5.1. Select the object that your field lives on
For example, If you want to include a Contact's first and last name, select Contact Fields from the dropdown menu.
If you want to include the Donation Amount, select Opportunity Fields from the dropdown menu.
5.2. Find the name of the field you want to include
5.3. Copy the merge field and paste it into your Email Template
6. Tweak the text formatting
Text formatting is not available in the Plain Text version.
| Text Formatting | Start Tag | End Tag |
|---|---|---|
| Bold | <b> | </b> |
|
Italics |
<i> | </i> |
|
Underline |
<u> | </u> |
| New Paragraph | <p> | </p> |
| Line Break | <br/> |
No end tag |
Place the words you want formatted in between the start and end tag. For example, if I wanted the words "Donations cannot be refunded." to be bolded, I would format it like so:
<b>Donations cannot be refunded.</b>
Not familiar with this concept and want more in depth instruction? We recommend this website to start experimenting with basic HTML text formatting.
If you're interested in changing text color or the font, check out this website.
Here's what the code looks like in the Edit HTML Template window:
7. Add images that you want (optional)
To add an image to your email template, you'll need to switch back to Salesforce Classic and follow these instructions.
8. When you're finished, click Save
9. Click Edit Text Version
10. Add or adjust the text in this text version
You can edit the Text Body.
If you want to use the same text from your HTML version, you can click Copy text from HTML version to so do.
You can add in merge fields in the Text Version, just like you can in the HTML Version, using these instructions.
11. When you're finished, click Save
12. Preview your work with the "Send Test and Verify Merge Fields" button
Click the "Send Test and Verify Merge Fields" button.
This brings up a popup window where you can choose a Contact and, if you edited a PatronDonate Template, Donation to use as your test. It doesn't matter what Donation you pick, as the donor will not receive your test email.
You can enter your own email address to send the test email to yourself, or just view it in the screen here.
Once you click OK to confirm, you can view the HTML and Text version right on your screen.
