Confirmation Email (Receipt)
The confirmation email is sent to the donor automatically after every successful transaction. It serves as the official receipt and may also include attachments such as event tickets, vouchers, or donation certificates generated from Document Templates.
Editing the Confirmation Email
- Open the form and select the Confirmation Email tab (on catalogs, this is under Check Out Form)
- Click the pencil icon to open the email definition editor
- This takes you to the autoresponders list for the form — see Autoresponders
What Can Be Changed
- Content — the body of the email using the drag-and-drop designer or rich-text editor
- Subject line — the email subject shown in the donor’s inbox
- From / Reply-To address — the sender name and email address
- BCC addresses — internal staff who receive a blind copy of every receipt
- Stationery — the HTML wrapper surrounding the content
BCC Requirement
At least one BCC address must be defined. If none is set on the form’s confirmation email, the system uses the account-level email settings. If none is defined at the account level, the Primary User of the account receives a BCC of every confirmation email.
Email Settings Inheritance
If the From/Reply-To dropdown reads “Inherit from Account”, the system uses your overall account email settings. Change account-level defaults via My Account in the upper-right dropdown.
Attachments
If any Items on the form have a Document Template configured as an attachment, the generated PDF is automatically attached to this confirmation email. See Attachments.
Scripting in the Confirmation Email
Scripts in email run when the email instance is generated from the email definition — once per recipient. Available context variables include contact, account, campaign, purchaseOrder, and orderItems. See Scripting Contexts.