DIY event registration page: Event Signup Settings

For information about how to create a DIY event registration form, refer to Create an event registration page.

1. Under Email Settings, select Send the donor a confirmation email to send an email confirmation to donors when the form is submitted.

2. In the From what address? field, enter the email address from which you want confirmation emails to be sent. This is the email address your event registrants will see when they receive confirmation emails from you after they submit the form.

3. Enter the subject you want in the confirmation email to event registrants.

4. In the Confirmation Email Template field, select the template you want to use for confirmation emails. If you do not choose to send confirmation emails, leave this field blank. The options that display represent the templates available in the communication area of your database. If you do not see a template that fits your needs, you can create a new template or edit an existing template in communication. For more information, refer to Create an Email Template.

5. To generate a receipt number to include on the donation confirmation email, select Generate eReceipt.

   Warning: If you select to generate receipts on transactions from the page, all gifts will be marked as final.

   Tip: In eTapestry, when you include receipt information as a part of your email confirmations, you are creating an "eReceipt" by definition.

   To send the eReceipt, the donor confirmation template you select in the Confirmation Email Template field must include the Generated Receipt Number merge value or the eCommerce Details widget. When you select to generate eReceipts, eTapestry automatically includes the next unique receipt number that is available in the database on each receipt.

   Note: When (None Selected) appears in the Confirmation Email Template field, the default template eTapestry uses automatically includes eReceipt information.

6. To send an email confirmation to yourself when the form is submitted, select Send your organization a confirmation email?. You receive the confirmation email every time a visitor completes and submits the form. To learn more about this standard email, refer to Automatic Notification Email

7. In the To what addresses? field, enter the email address where you want to send the notification email. This is normally someone in your organization. Separate multiple email addresses with a comma.

8. In the Subject field, enter the subject you want in the confirmation email to your organization.

9. Click Next.

10. Under Basic Settings, to include a comments box on the form, select Include comments box.

11. In the Default Country field, select the default country to display in the address block of the form.

12. If you want to edit the success message users will receive when they complete your form, select Edit Message. The Edit Success Message Text screen appears. On this screen, you can enter a custom message that displays to users who interact with your DIY form. For example, if a donor gives a gift through an Online Giving form you create, you may want to show them a message thanking them for their donation.

    You can include the following data merge fields in your custom success message:

    • [CN] = Constituent Name
    • [RA] = Received Amount
    • [EM] = Email
    • [ON] = Organization Name

    In order to add these data merge fields into your success message, you will need to enter the data merge field names into the message editor exactly as they are listed above or else your data will not merge correctly.

    Once you are satisfied with the content of your message, select Update.

    Note: In order for the custom success message settings to take effect for existing DIY forms, you will need to republish your form. To republish your form, from the Onine Forms Editor page, select Go Live. We recommend you test the your changes to ensure the message appears as you have intended.

13. Click Next.

14. Under Page Type Settings, in the Transaction Processor field, select the processor you want to use for transactions received through this form. To allow electronic fund transfers through the form, select the Include ACH/Direct Debit checkbox. For information about how to add a transaction processor in eTapestry, refer to eCommerce.