How do I configure Donation AutoResponders?

Anonymous Blackbaud User

When a user completes an online donation transaction or premium purchase, the system will automatically display a thank you message on screen and send the same thank you message in an email autoresponder. You can use the Convio default version of the message, which contains suggested text, or you can edit the content to add or remove information, graphics, links, and so on. If you do not want to send the email autoresponder, you can select not to send one (however, the on screen message will still display).

Note: You will only see the Premium Purchase Thank You in the Autoresponder Type list if you have configured a donation form with a premium offering.

If your site will accept sustaining gifts, you can also configure messages to thank the donor for the initial payment, each subsequent payment, and the final payment. The initial payment thank you message may contain information about how many payments will be made and when they will be automatically charged to the donor¿s credit card account, which is information you will probably only want to send one time. The final payment thank you message may contain a summary of the total amount received.

Additional messages are also available for sites that continue to use Pledge donations.

To configure the messages:

1. After creating and saving a Donation Form, click Autoresponders from the third-level navigation bar.

2. Select the appropriate Autoresponder Type. (For example, choose Donation Thank You.)

3. To preview the site default version to see what it looks like as email:

**Note: You must have an Active Version of this autoresponder in the Autoresponder Center to view the default version.

a. Click the Version to Send drop-down menu.

b. Click Send the site default version.

c. Click the Preview button.

d. When you are finished, click the Close button on the Preview page to return to the autoresponder page.

4. To send the site default version without making any changes to it:

**Note: You must have an Active Version of this autoresponder in the Autoresponder Center to use the default version.

a. Click the Version to Send drop-down menu.

b. Click Send the site default version.

c. Click the Save button near the top or bottom of the page.

5. To keep any version from being sent for this donation form (although the text shown on this page will be the text displayed as the on screen message):

a. Click the Version to Send drop-down menu.

b. Click Do not send any version.

c. Click the Save button near the top or bottom of the page.

6. To make changes to the site default version and send an edited version for this Donation Form only:

a. Select Send the version editable below from the Version to Send drop-down menu.

b. Type any appropriate changes to the Sender¿s Name.

c. Type any appropriate changes to the Sender¿s Email.

d. Type any appropriate changes to the Subject.

e. If appropriate, select a different stationery option from the Style drop-down menu.

f. In the HTML Body, enter or delete text, insert images and links, create tables, apply styles, and add colors or other formatting. For more information, see the WYSIWYG help.

g. Click the Update Plain Text from HTML button to make your plain text content match the HTML content you entered.

h. Review the plain text and make any necessary adjustments. For example, make sure the spacing between paragraphs carries over and that there are adequate text lead-in words for links.

i. Click the Save button.

j. Click the Preview button to see how your content will look as email.

k. Repeat the last two steps until you are satisfied with this message.