Use this link to share with your colleagues:
How to Edit Donation Email Templates: https://help.pm.leapevent.tech/a/1979599
Donation email templates, called PatronDonate templates, go to your donors if they make a donation online to acknowledge a donation.
In this article, we'll go over:
- How to find the email template you want to edit
- How to edit a PatronDonate Template
- The original template codes
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.
Need to create a new Donation Email Template instead? Check out our instructions here.
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. Packaged Donation Email Templates are found in the PatronDonate Email Templates folder, which contains:
- Donation Thank You
- Recurring Donation (Creation)
- Recurring Donation (Payment)
- Recurring Donation - First Donation
- Recurring Donation - Scheduled Donation
Any custom templates users at your organization have created may likely also be found in this folder! If you can't find it, try checking the Unfiled Classic Email Templates and My Personal Email Templates folders.
Please note that we highly advise against saving templates in the My Personal Email Templates folder, as it will prevent other Users from accessing it.
Need help figuring out which email you want to edit? We've got an explanation of when each email sends for you.
Once you know which Classic Email Template you need, edit it!
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.
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
Want to merge in the amount for a Recurring Donation? Make sure to use the Recurring Amount field!
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.
Need to revert back to the defaults? Here are the original codes
HTML Version
Dear {!Contact.Salutation} {!Contact.FirstName} {!Contact.LastName},
<br/>
<br/>
{!Organization.Name} would like to thank you for your generous donation of {!Opportunity.Amount}. This email serves as your receipt for income tax reporting purposes. Please note that no goods or services have been provided in return for this donation.
<br/>
<br/>Text Version
Dear {!Contact.Salutation} {!Contact.FirstName} {!Contact.LastName},
{!Organization.Name} would like to thank you for your generous donation of {!Opportunity.Amount}. This email serves as your receipt for income tax reporting purposes. Please note that no goods or services have been provided in return for this donation.HTML Version
{!Today}
<br/>
<br/>
Dear {!Contact.Salutation} {!Contact.FirstName} {!Contact.LastName},
<br/>
{!Organization.Name} would like to thank you for setting up a recurring donation. Your credit card will be charged {!PatronDonate__RecurringDonation__c.PatronDonate__RecurringAmount__c} on {!PatronDonate__RecurringDonation__c.PatronDonate__StartDate__c} and then on a recurring schedule that you selected for your {!PatronDonate__RecurringDonation__c.PatronDonate__FrequencyText__c} donation.
<br/>
<br/>
To make changes to the schedule or cancel payments, please contact
{!Organization.Name}.Text Version
{!Today}
Dear {!Contact.Salutation} {!Contact.FirstName} {!Contact.LastName},
{!Organization.Name} would like to thank you for setting up a recurring donation. Your credit card will be charged {!PatronDonate__RecurringDonation__c.PatronDonate__RecurringAmount__c} on {!PatronDonate__RecurringDonation__c.PatronDonate__StartDate__c} and then on a recurring schedule that you selected for your {!PatronDonate__RecurringDonation__c.PatronDonate__FrequencyText__c} donation.
To make changes to the schedule or cancel payments, please contact {!Organization.Name}.HTML Version
{!Today}
<br/>
<br/>
Dear {!Contact.Salutation} {!Contact.FirstName} {!Contact.LastName},
<br/>
{!Organization.Name} would like to thank you for your ongoing support. Your credit card has been charged
{!PatronDonate__RecurringDonation__c.PatronDonate__RecurringAmount__c}
per the schedule of your
{!PatronDonate__RecurringDonation__c.PatronDonate__FrequencyText__c} recurring donation.
<br/>
<br/>
To make changes to the schedule or cancel future payments, please contact
{!Organization.Name}
<br/>
<br/>
This email serves as your receipt for income tax reporting purposes. Please note that no goods or services have been provided in return for this donation.Text Version
{!Today}
Dear {!Contact.Salutation} {!Contact.FirstName} {!Contact.LastName},
{!Organization.Name} would like to thank you for your ongoing support. Your credit card has been charged {!PatronDonate__RecurringDonation__c.PatronDonate__RecurringAmount__c} per the schedule of your {!PatronDonate__RecurringDonation__c.PatronDonate__FrequencyText__c} recurring donation.
To make changes to the schedule or cancel future payments, please contact {!Organization.Name}
This email serves as your receipt for income tax reporting purposes. Please note that no goods or services have been provided in return for this donation.HTML Version
{!Today}
<br/>
<br/>
Dear {!Contact.Salutation} {!Contact.FirstName} {!Contact.LastName},
<br/>
<br/>
{!Organization.Name} would like to thank you for your generous recurring donation of {!PatronDonate__RecurringDonation__c.PatronDonate__RecurringAmount__c}. Your credit card has already been charged for the first payment, and will automatically be charged {!PatronDonate__RecurringDonation__c.PatronDonate__RecurringAmount__c} on a {!PatronDonate__RecurringDonation__c.PatronDonate__FrequencyText__c} schedule on the same day of the month that this Donation was submitted. You will receive confirmation via email for each subsequent payment. To make changes to the schedule or cancel future payments, please contact {!Organization.Name}.
<br/>
<br/>
This email serves as your receipt for income tax reporting purposes. Please note that no goods or services have been provided in return for this donation.Text Version
{!Today}
Dear {!Contact.Salutation} {!Contact.FirstName} {!Contact.LastName},
{!Organization.Name} would like to thank you for your generous recurring donation of {!PatronDonate__RecurringDonation__c.PatronDonate__RecurringAmount__c}. Your credit card has already been charged for the first payment, and will automatically be charged {!PatronDonate__RecurringDonation__c.PatronDonate__RecurringAmount__c} on a {!PatronDonate__RecurringDonation__c.PatronDonate__FrequencyText__c} schedule on the same day of the month that this Donation was submitted. You will receive confirmation via email for each subsequent payment. To make changes to the schedule or cancel future payments, please contact {!Organization.Name}.
This email serves as your receipt for income tax reporting purposes. Please note that no goods or services have been provided in return for this donation.HTML Version
Dear {!Contact.Salutation} {!Contact.FirstName} {!Contact.LastName},
<br/>
<br/>
{!Organization.Name} would like to thank you for your ongoing support. Your credit card has been charged {!PatronDonate__RecurringDonation__c.PatronDonate__RecurringAmount__c}, as per the {!PatronDonate__RecurringDonation__c.PatronDonate__FrequencyText__c} schedule of your recurring donation. To make changes to the schedule or cancel future payments, please contact {!Organization.Name}.
<br/>
<br/>
This email serves as your receipt for income tax reporting purposes. Please note that no goods or services have been provided in return for this donation.Text Version
Dear {!Contact.Salutation} {!Contact.FirstName} {!Contact.LastName},
{!Organization.Name} would like to thank you for your ongoing support. Your credit card has been charged {!PatronDonate__RecurringDonation__c.PatronDonate__RecurringAmount__c}, as per the {!PatronDonate__RecurringDonation__c.PatronDonate__FrequencyText__c} schedule of your recurring donation. To make changes to the schedule or cancel future payments, please contact {!Organization.Name}.
This email serves as your receipt for income tax reporting purposes. Please note that no goods or services have been provided in return for this donation.