Autoresponders

AUTORESPONDERS are email templates that DonorPoint uses to send to a donor or other constituent after an action has taken place. For example every online transaction in DonorPoint generates a receipt email from a receipt template. Other examples are processing of a recurring donation, notice of a gift membership, an auction outbid notice, etc.

A default set of templates is created with your Account and can be viewed and edited on the Emails tab of your Account view. Many objects in DonorPoint contain a specific subset of email template that are specific to actions that involve those objects. These subsets are also called Autoresponders, and can be reused across similar DonorPoint objects to make management easier. For example autoresponders for Single-page Forms and Catalogs only contain a Receipt Email template. When you create a new object in DonorPoint that includes Autorespondes, a new set of Autoresponders is created, and the relavent email templates are links to your Account Autoresponders. This allows you to manage your default content at your Account level, and specialize content for specific objects. The set of Autoresponders for a DonorPoint object can also be linked to an existing set, enabling you to organize your email templates for reuse. For example you can have a standard set of Workplace Campaign Autoresponders with your custom email tempaltes, and use them in multiple Workplace Campaigns.

The types of sets of Autoresponders are

Because an autoresponder is sent by DonorPoint in response to some action, the autoresponder will have different merge tags and context variables available to it. For example the Receipt autoresponder will have the donor/buyer and transaction data available for use in merge tags and scripting. The individual documentation pages for the types of autoresponders describes the context variables available to them.

The email templates in a set of Autoresponders are defined by the type of action they are used for. The default types are:

You can create your own additional types of autoresponders and add them to your sets of autoresponders for easy management. For example if you have multiple invitations or reminders to a Workplace Campaign, you can add email types for ‘Invitation 2’, etc.

To Edit Autoresponders

  • Click on AUTORESPONDERS in the gray menubar.
  • Select the autoresponder collection from the list and click EDIT. The DEFAULT collection contains the basic autoresponders created for your account.

AutorespondersList.png

  • To select a difference existing Email Message for the type of Autoresponder, click on the magnifying glass icon.
  • To edit the content of an Email Message, locate the type of autoresponder you want to customize and select the pencil icon to edit.
  • While the confirmation email, or RECEIPT email, is found under Autoresponders, it is preferable to edit this email message under the Confirmation Email tab in the Catalog.

EMAIL MESSAGES in DonorPoint come with a collection of GUI TOOLS that you can use to format your message - font tools, text and background color, bold and italics, alignment, merge tags, hypertext links, etc. In addition, you will also have access to the HTML SOURCE code for the message which will allow you to make more extensive changes to your message.

For more information on editing email messages see Email Message Tools