Difference between revisions of "ProDon:Thank-you email configuration"

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(→‎Configuration du remerciement pour les reçus)
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{{Header_TOC}}<br>   
 
{{Header_TOC}}<br>   
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<span style="color: rgb(255, 0, 0);">'''CAUTION: This document is currently being revised, it may be possible that some parts are missing or outdated'''</span>
 
<span style="color: rgb(255, 0, 0);">'''CAUTION: This document is currently being revised, it may be possible that some parts are missing or outdated'''</span>
  
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== Introduction  ==
 
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The eReceipt Module allows the massive sending of receipt to the client by email. In the email which will be sent, most organizations will take the opportunity to thank the donor for their gift to the cause. So, this section will explain how to configure the thank-you email. It is required to learn some notions of E-mail Blast first.
 
  
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Le Module de Reçus Électroniques permet d'envoyer massivement les reçus des clients par courriel. Dans le courriel qui sera envoyé, la plupart des organisations en profitent pour remercier le donateur de la contribution à la cause. Donc, cette section expliquera comment configurer le courriel de remerciement. Il est important de noter que certaines notions de PubliCourriel sont requises avant de se lancer dans ces instructions.
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= Introduction  =
  
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== Receipt configuration ==
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The eReceipt Module allows the receipt to be sent by email.
  
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If the receipts have never been configured, the user will have to read [[ProDon:Table_of_Contents#Receipts_configuration|this section]] of the wiki.  
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The email sent with the receipt may be used as a thank-you, similar to the thank-you letters (Master Documents) and the integrated thank-you.  
  
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Si les reçus n'ont jamais été configurés, l'utilisateur devra consulter [[ProDon:Table_des_matières#Configuration_des_re.C3.A7us|cette section]] du wiki.  
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It is even possible to customize the thank-you depending on the occasion or the activity for which the receipt has been sent.  
  
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== Master document configuration ==
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The current document explains how to configure the thank-you email and how to link it to the right occasion.
  
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To create the master document, go to the master document management and click on the [[File:Add_Button.png]]. It is important to note if the user wish to be specific in the thank-you email, several master documents and several thank-you for receipts will have to be created.  
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= Email configuration for the eReceipt =
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First, the user must configure the thank-you email for the eReceipt.  
  
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Pour créer le document maitre, il faut aller dans la gestion des documents maitres et cliquer sur le [[Fichier:Bouton_+.png]].
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This configuration is done in 3 steps: <br>
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Il est important de noter que si l'utilisateur souhaite être précis dans les courriels de remerciement, il faudra créer plusieurs documents maitres ainsi que plusieurs remerciements pour reçus.
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- Master Document configuration <br>
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- Thank-you configuration <br>
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- Link the thank-you to the right occasion <br>
  
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== Master Document configuration ==
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The Master Document is the email that the clients will receive. To create the Master Document, go to the "Master Documents Management" and click on the [[File:button +.png]].
  
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{| width="20%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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{| width="20%" cellspacing="1" cellpadding="1" border="1" class="wikitable"  
 
|-
 
|-
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| colspan="2" | The basics are exactly the same as the E-mail Blast master documents except for some specificity shown in the next diagram.
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| colspan="2" | [[File:ProDon5_Thank-you email configuration_001.png]]
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La base est exactement la même que pour les documents maitres du PubliCourriel sauf pour quelques spécificités montrées dans le schéma suivant.  
 
 
|-
 
|-
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| colspan="2" | [[Fichier:ProDon5_Configuration du courriel de remerciement_001.png]]
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| width="50%" | <span style="color: rgb(255, 0, 0);">'''A:'''</span> The "Description" box allows the user to name the document (example: general thank-you, golf thank-you, etc.)
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| <span style="color: rgb(255, 0, 0);">'''B:'''</span> Select the "Thank-you for eReceipts" type.
 
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|-
  
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| width="50%" | <span style="color: rgb(255, 0, 0);">'''A :'''</span> To create a master document which will be Thank-you for eReceipts thank-you, select this type of master document.  
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| <span style="color: rgb(255, 0, 0);">'''C:'''</span> Check the desired merge fields. By choosing the "Thank-you for eReceipts" document type in <span style="color: rgb(255, 0, 0);">'''B'''</span>, the merge field "Receipts_Email_Trx_Summary" becomes available. It will display the amount of the receipt that will be sent by email. To learn how to use the merge fields, please read the [[ProDon:Master_Document_Management#.22Merge_Fields.22_Tab|"Merge fields"]] section of the [[ProDon:Master_Document_Management|"Master Document Management"]] document.  
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Pour que votre document maitre puisse être un remerciement pour les reçus électroniques, il faut sélectionner ce type de document maitre.  
 
  
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| <span style="color: rgb(255, 0, 0);">'''B :'''</span> The merge field allows the integration of the amount of the gift of the client.
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| <span style="color: rgb(255, 0, 0);">'''D:'''</span> Click on the [[File:Bouton_Ouvrir_Editeur.png]] button to open the master document in '''''Word''''' for the purpose of writing what it will contain.  
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Le champ de fusion ci-présent permet d'intégrer le montant du don effectué par le client.
 
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|-
 
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| colspan="2" | <span style="color: rgb(255, 0, 0);">'''C :'''</span> Then, click to create the master document.
 
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Ensuite, il faut cliquer pour aller créer le document maitre.  
 
 
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|}
  
 
{| width="20%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="20%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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| colspan="2" | For this part, it is extremely important to follow [[ProDon:Preparing_the_Master_Document|these rules]] of the E-mail Blast because it will be an email massively sent.  
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| colspan="2" | After clicking on the [[File:Bouton_Ouvrir_Editeur.png]], this window will open.
  
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Pour cette partie, il est extrêmement important de suivre [[ProDon:Préparation_du_document_maître#.C3.89diter_le_document_ma.C3.AEtre|ces règles]] du PubliCourriel, car ce sera un courriel envoyé massivement.
 
 
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|-
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| colspan="2" |[[Fichier:ProDon5_Configuration du courriel de remerciement_002.png]]  
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| colspan="2" |[[File:ProDon5_Thank-you email configuration_002.png]]  
 
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|-
  
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| width="50%" |<span style="color: rgb(255, 0, 0);">'''A :'''</span> To let the clients access their receipt, the user will have to use the [RECEIPTS] tag as an hyperlink.  
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| Given that emails for receipts are sent from an email blast tool, the master documents created for this purpose must respect some formatting rules. To learn the formatting rules to respect, please read the [[ProDon:Preparing_the_Master_Document#Formatting_Rules|"Formatting rules"]] section of the [[ProDon:Preparing_the_Master_Document|"Preparing the Master Document"]] document.  
  
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Pour que les clients puissent accéder à leur reçu, l'utilisateur devra insérer la balise [RECUS] comme lien hypertexte.  
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Furthermore, the Master Documents need the use of "tags". To learn how to use the tags, please read the [[ProDon:Preparing_the_Master_Document#Tags|"Tags"]] section of the [[ProDon:Preparing_the_Master_Document|"Preparing the Master Document"]] document. In the context of the eReceipts, the user will have to insert the "[RECEIPTS]" tag in their Master Document as Hyperlink to let the clients access their receipt.
  
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| <span style="color: rgb(255, 0, 0);">'''B :'''</span> This merge field is often used in the text to show the amount of the receipt.  
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<span style="color: rgb(255, 0, 0);">'''Reminder''':</span> To save the Master Document, always use '''''Word's''''' "'''Save'''" function and not the "'''Save as...'''" for the purpose of keeping the link between '''''ProDon''''' and the Master Document.  
 
   
 
   
 
|}
 
|}
  
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== Thank-you for receipt configuration ==
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== Thank-you configuration for the receipts ==
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After creating the Master Document, it must be linked to a thank-you for receipt. To do so, in the "Configuration" tab of the main menu of '''''ProDon''''', select "Thank-you for receipts". From this window, click on the [[File:Button +.png]] to create a thank-you for receipt.
  
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{| width="20%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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| colspan="2" | After adding a thank-you, this window will open.
  
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Pour continuer la configuration, il faut aller dans la « Configuration » et sélectionner « Remerciements pour reçus ».
 
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{| width="20%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
 
|-
 
|-
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| colspan="2" | À partir de cette fenêtre, il faut appuyer sur bouton [[Fichier:Bouton_+.png]] pour créer un remerciement pour reçus.
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| colspan="2" |[[File:ProDon5_Thank-you email configuration_003.png]]  
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|-
 
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| colspan="2" |[[Fichier:ProDon5_Configuration du courriel de remerciement_003.png]]  
 
 
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|-
  
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| colspan="2" | Il faut aller sélectionner le document maitre créé précédemment.  
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| width=50% |<span style="color: rgb(255, 0, 0);">'''A:'''</span> In the "Email thank-you letter" box, select the Master Document previously created by clicking on the [[File:Button_Selection_3_dots.png]] button.  
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|}
 
  
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{| width="20%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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|<span style="color: rgb(255, 0, 0);">'''B:'''</span> The "Paper receipt type" box allows the selection of if the mailed paper receipt have a thank-you or not. For more information about thank-you letter integrated to a receipt, please read the [[ProDon:Configuration_of_a_Thank-you_Letter_Integrated_to_a_Receipt|"Configuration of a Thank-you Letter Integrated to a Receipt"]] section.
  
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| colspan="2" | Ensuite, il faut aller dans la gestion des occasions.
 
 
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|-
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| colspan="2" |[[Fichier:ProDon5_Configuration du courriel de remerciement_004.png]]
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| colspan="2" |<span style="color: rgb(255, 0, 0);">'''C:'''</span> The "Thank-you" section allows the conception of the thank-you that will be used on the paper receipt is the option in <span style="color: rgb(255, 0, 0);">'''B'''</span> is "With thank-you".
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|-
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| colspan="2" | Dans une occasion de don, il faut aller dans l'onglet remerciement et dans la section « Remerciement par défaut », il faut sélectionner le remerciement pour reçus qui vient d'être créé.  
 
 
|}
 
|}
  
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== Vérification des documents maitres cochés dans l'occasion ==
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== Link the thank-you to the right occasion ==
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Next, it is necessary to link the thank-you to the right occasion for the purpose of determining which thank-you must be used for each occasion. To do so, go to the "Donation Occasion Management" and open the occasion that must be linked to the thank-you.
  
 
{| width="20%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="20%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
  
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| colspan="2" | Si un ou plusieurs documents maitres sont cochés dans l’occasion ou les activités et qu’ils ne doivent pas être générés lorsqu’un reçu électronique est envoyé, il faut cocher la case « Ne pas générer pour les reçus envoyés par courriel » dans le document maitre.
 
 
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|-
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| colspan="2" |[[Fichier:ProDon5_Configuration du courriel de remerciement_005.png]]  
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| colspan="2" |[[File:ProDon5_Thank-you email configuration_004.png]]
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|-
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| colspan="2" | In the window to edit the donation occasion, go in the "Thank-you" tab and in the "Default thank-you" field, select the thank-you for receipt that was just created.
  
 
|}
 
|}
  
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== Exemple courriel ==
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= Verification of the Master Documents checked in the occasion =
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If the Master Documents are checked in the occasion, it is possible that some documents must not be generated when an eReceipt is generated. An option in the Master Documents of "Donation transaction" type lets avoid the generation of the document when an eReceipt is sent to a client. This option is the "Do not generate for emailed receipts" box.
  
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{| width="20%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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{| width="20%" cellspacing="1" cellpadding="1" border="1" class="wikitable
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|[[Fichier:ProDon5_Configuration du courriel de remerciement_006.png]]
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|-
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|}
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| colspan="2" |[[File:ProDon5_Thank-you email configuration_005.png]]  
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|-
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| By checking this box, if this document must be sent with receipts, it will only be sent with the paper receipts.
  
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== Exemple reçu électronique ==
 
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{| width="20%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
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|[[Fichier:ProDon5_Configuration du courriel de remerciement_007.png]]
 
 
|}
 
|}
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{{Footer_ProDon_Version|5.0.3.4}}<br>
 
{{Footer_ProDon_Version|5.0.3.4}}<br>

Latest revision as of 12:32, 15 June 2017

Thank-you email configuration

CAUTION: This document is currently being revised, it may be possible that some parts are missing or outdated


Introduction

The eReceipt Module allows the receipt to be sent by email.

The email sent with the receipt may be used as a thank-you, similar to the thank-you letters (Master Documents) and the integrated thank-you.

It is even possible to customize the thank-you depending on the occasion or the activity for which the receipt has been sent.

The current document explains how to configure the thank-you email and how to link it to the right occasion.

Email configuration for the eReceipt

First, the user must configure the thank-you email for the eReceipt.

This configuration is done in 3 steps:
- Master Document configuration
- Thank-you configuration
- Link the thank-you to the right occasion

Master Document configuration

The Master Document is the email that the clients will receive. To create the Master Document, go to the "Master Documents Management" and click on the Button +.png.

ProDon5 Thank-you email configuration 001.png
A: The "Description" box allows the user to name the document (example: general thank-you, golf thank-you, etc.) B: Select the "Thank-you for eReceipts" type.
C: Check the desired merge fields. By choosing the "Thank-you for eReceipts" document type in B, the merge field "Receipts_Email_Trx_Summary" becomes available. It will display the amount of the receipt that will be sent by email. To learn how to use the merge fields, please read the "Merge fields" section of the "Master Document Management" document. D: Click on the Bouton Ouvrir Editeur.png button to open the master document in Word for the purpose of writing what it will contain.
After clicking on the Bouton Ouvrir Editeur.png, this window will open.
ProDon5 Thank-you email configuration 002.png
Given that emails for receipts are sent from an email blast tool, the master documents created for this purpose must respect some formatting rules. To learn the formatting rules to respect, please read the "Formatting rules" section of the "Preparing the Master Document" document.

Furthermore, the Master Documents need the use of "tags". To learn how to use the tags, please read the "Tags" section of the "Preparing the Master Document" document. In the context of the eReceipts, the user will have to insert the "[RECEIPTS]" tag in their Master Document as Hyperlink to let the clients access their receipt.

Reminder: To save the Master Document, always use Word's "Save" function and not the "Save as..." for the purpose of keeping the link between ProDon and the Master Document.

Thank-you configuration for the receipts

After creating the Master Document, it must be linked to a thank-you for receipt. To do so, in the "Configuration" tab of the main menu of ProDon, select "Thank-you for receipts". From this window, click on the Button +.png to create a thank-you for receipt.

After adding a thank-you, this window will open.
ProDon5 Thank-you email configuration 003.png
A: In the "Email thank-you letter" box, select the Master Document previously created by clicking on the Button Selection 3 dots.png button. B: The "Paper receipt type" box allows the selection of if the mailed paper receipt have a thank-you or not. For more information about thank-you letter integrated to a receipt, please read the "Configuration of a Thank-you Letter Integrated to a Receipt" section.
C: The "Thank-you" section allows the conception of the thank-you that will be used on the paper receipt is the option in B is "With thank-you".

Link the thank-you to the right occasion

Next, it is necessary to link the thank-you to the right occasion for the purpose of determining which thank-you must be used for each occasion. To do so, go to the "Donation Occasion Management" and open the occasion that must be linked to the thank-you.

ProDon5 Thank-you email configuration 004.png
In the window to edit the donation occasion, go in the "Thank-you" tab and in the "Default thank-you" field, select the thank-you for receipt that was just created.

Verification of the Master Documents checked in the occasion

If the Master Documents are checked in the occasion, it is possible that some documents must not be generated when an eReceipt is generated. An option in the Master Documents of "Donation transaction" type lets avoid the generation of the document when an eReceipt is sent to a client. This option is the "Do not generate for emailed receipts" box.

ProDon5 Thank-you email configuration 005.png
By checking this box, if this document must be sent with receipts, it will only be sent with the paper receipts.


Document name: ProDon:Thank-you email configuration
Version : 5.0.3.4


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