Customize a donation autoresponder

Note: Changes made here apply only to this specific donation form and do not affect the default version in the Autoresponder Center.

Changes you make to an autoresponder email in this donation form workflow applies only to these autoresponders and does not change the Default Version stored in the Autoresponder Center.

1. Navigate to the donation form.

   1. Go to Fundraising, Donation Management.

   2. Select the All Donation Forms tab.

   3. Search for your donation form.

   4. In the Actions column of your donation form, select Edit.

2. Access autoresponder settings

   1. Select step 5. Configure Autoresponders.

   2. Select Edit next to the autoresponder you want to update.

3. Customize email Envelope.

   1. Sender Name: Enter the name to display in the “From” field.

   2. Sender Email Address: Enter the reply-to email (For example, eventadministrator@yourorg.org).

   3. Subject Line: Enter the subject line for the email.

   4. Message Stationery: Choose a layout for the email's margins and design.

   5. Select Next.

4. Edit Email Content.

   • HTML Version:

     1. Use the content editor to format text, insert images, links, tables, etc. Select Help for guidance on using the editor.

     2. Save frequently to avoid losing changes.

     3. Select Next.

   • Plain Text Version:

     Warning: Selecting Update Plain Text overwrites all existing content. Carefully review content to check links, spacing, and the removal of images.

     1. Manually copy any changes that you made in the HTML version to here.

5. Select Finish.

6. Verify customizations:

   1. From the Autoresponders list, click Preview from the Actions column of the autoresponder.

   2. Look over both versions and close the preview window.

   3. To make changes, go back to the appropriate page to make them and then return to the list and click Preview again.

      Note: To revert back to a default autoresponder stored in the Autoresponder Center, click Switch to Default Version from the Actions column. The changes you made to the Custom Version will not be lost.

7. When finished, click Next to continue to the Test Drive page.

Tip: When the donation form autoresponder Version to Send column says, Send the Customized Version, then this template is specific to that donation form. If it says, Site Default Version, then you need to modify the autoresponder from the Autoresponder Center. You can update which version to use by selecting the link from the Actions column to either Revert to Site Default Version or Switch to Customized Version.