Latest revision as of 12:32, 15 June 2017

Thank-you email configuration

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 .


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 button to open the master document in Word for the purpose of writing what it will contain.

After clicking on the , this window will open.

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 to create a thank-you for receipt.

After adding a thank-you, this window will open.

A: In the "Email thank-you letter" box, select the Master Document previously created by clicking on the 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.


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.


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

Printable version

@@ Line 6: / Line 6: @@
 = Introduction  =
-The eReceipt Module allows the receipt to be sent by E-mail Blast.
+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.
@@ Line 16: / Line 16: @@
 = Email configuration for the eReceipt =
 First, the user must configure the thank-you email for the eReceipt.
-Tout d'abord, l'utilisateur doit configurer le courriel de remerciement pour les reçus électroniques.
-Cette configuration s'effectue en 3 étapes : <br>
+This configuration is done in 3 steps: <br>
-- Configuration du document maître <br>
+- Master Document configuration <br>
-- Configuration du remerciement <br>
-- Association du remerciement à la bonne occasion <br>
-This configuration is done in 3 steps:
-- Master document configuration <br>
 - Thank-you configuration <br>
 - Link the thank-you to the right occasion <br>
-== Master document configuration Configuration du document maître ==
+== 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 [[File:Add button.png]].
+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]].
-Le document maître est le courriel que les clients recevront. Pour créer le document maître, aller dans la « Gestion des documents maîtres » et cliquer sur le [[Fichier:Bouton_+.png]].
 {| width="20%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 |-
-| colspan="2" | [[Fichier:ProDon5_Configuration du courriel de remerciement_001.png]]
+| colspan="2" | [[File:ProDon5_Thank-you email configuration_001.png]]
 |-
-| 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.)
+| 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.)
-La case « Description » permet de nommer le document (exemple : remerciement général, remerciement golf, etc.)
+| <span style="color: rgb(255, 0, 0);">'''B:'''</span> Select the "Thank-you for eReceipts" type.
-| <span style="color: rgb(255, 0, 0);">'''B :'''</span> Select the "Thank-you for eReceipts" type.
-Choisir le type « Remerciement pour les reçus électroniques ».
 |-
-| <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 "Merge fields" section of the "Master Document Management" document.
+| <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.
-Cocher les champs de fusion désirés. En choisissant le type de document « Remerciement pour les reçus électroniques » en <span style="color: rgb(255, 0, 0);">'''B'''</span>, le champ de fusion « Recus_Courriel_Sommaire_Trx » devient disponible. Il affichera le montant du reçu envoyé par courriel. Pour savoir comment utiliser les champs de fusion, consulter la section [[ProDon:Gestion_des_documents_maîtres#Onglet_.C2.AB.C2.A0Champs_de_fusion.C2.A0.C2.BB|« champs de fusions »]] du document [[ProDon:Gestion des documents maîtres|« Gestion des documents maîtres »]].
+| <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.
-| <span style="color: rgb(255, 0, 0);">'''D :'''</span> Click on the [[File:Open_Editor_Button.png]] button to open the master document in '''''Word''''' for the purpose of writing what it will contain.
-Cliquer sur le bouton [[Fichier:Bouton_Ouvrir_Editeur.png]] pour ouvrir le document maître dans '''''Word''''' afin d'en composer le contenu.
 |}
 {| width="20%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
-| colspan="2" | After clicking on the [[File:Open_Editor_Button.png]], this window will open.
+| colspan="2" | After clicking on the [[File:Bouton_Ouvrir_Editeur.png]], this window will open.
-Après avoir cliqué sur [[Fichier:Bouton Ouvrir Editeur.png]], la fenêtre suivante s'ouvre.
 |-
-| colspan="2" |[[Fichier:ProDon5_Configuration du courriel de remerciement_002.png]]
+| colspan="2" |[[File:ProDon5_Thank-you email configuration_002.png]]
 |-
-| Given that emails for receipts are sent from an email mass mailing tool, the master documents created for this purpose must respect some page setting rules. To know the page setting 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.
+| 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.
-Étant donné que les courriels pour les reçus sont envoyés à partir d'un outil d'envois massifs de courriels, les documents maîtres conçus à cet effet doivent respecter certaines règles de mise en page. Pour connaître les règles de mise en page à respecter, consulter la section [[ProDon:Pr%C3%A9paration_du_document_ma%C3%AEtre#R.C3.A8gles_de_mise_en_page|« Règles de mise en page »]] du document [[ProDon:Pr%C3%A9paration_du_document_ma%C3%AEtre|« Préparation du document maître »]].
+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.
-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.
+<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.
-De plus, les documents maîtres requièrent l'utilisation de « balises ». Pour apprendre comment utiliser les balises, consulter la section [[ProDon:Préparation_du_document_maître#Balises|« Balises »]] du document [[ProDon:Préparation_du_document_maître|« Préparation du document maître »]]. Dans le contexte des reçus électroniques, l'utilisateur devra nécessairement insérer la balise « [RECUS] » dans son document maître comme lien hypertexte afin que les clients puissent accéder à leur reçu.
-<span style="color: rgb(255, 0, 0);">'''Rappel''' :</span> Pour enregistrer le document maître, toujours utiliser la fonction « '''enregistrer''' » et non « '''enregistrer sous...''' » de '''''Word''''' afin de ne pas briser le lien entre '''''ProDon''''' et le document maître.
-<span style="color: rgb(255, 0, 0);">'''Reminder''' :</span> To save the Master Document, always use the '''''Word'''' "'''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 Configuration du remerciement pour les reçus ==
+== 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 [[File:Add button.png]] to create a thank-you for receipt.
+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.
-Après avoir créé le document maître, celui-ci doit être relié à un remerciement pour reçu. Pour ce faire, dans le menu « Configuration » du menu principal de ProDon, sélectionner « Remerciements pour reçus ». À partir de cette fenêtre, appuyer sur bouton [[Fichier:Bouton_+.png]] pour créer un remerciement pour reçus.
 {| width="20%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 | colspan="2" | After adding a thank-you, this window will open.
-Après avoir ajouté un remerciement, la fenêtre suivante s'ouvre.
 |-
-| colspan="2" |[[Fichier:ProDon5_Configuration du courriel de remerciement_003.png]]
+| colspan="2" |[[File:ProDon5_Thank-you email configuration_003.png]]
 |-
-| 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:3dot.png]] button.
+| 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.
-Dans la case « Lettre de remerciement par courriel », sélectionner le document maître créé précédemment en cliquant sur le bouton [[Fichier:Bouton....png]].
+|<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.
-|<span style="color: rgb(255, 0, 0);">'''B :'''</span> The "Paper receipt type" box allows the selection of if the mailed paper receipt have thanks 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.
-La case « Type de reçus papier » permet de choisir si les reçus papier envoyés ont un remerciement ou non. Pour plus d'informations sur les reçus avec remerciement intégrés, consulter la section sur les [[ProDon:Configuration_d'un_reçu_avec_remerciement_intégré|reçus avec remerciement intégrés]].
 |-
-| colspan="2" |<span style="color: rgb(255, 0, 0);">'''C :'''</span> The "Thank-you" section allows the redaction 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".
+| 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".
-La section « Remerciement » permet de rédiger le remerciement qui sera utilisé sur le reçu papier si l'option « Avec remerciement » est sélectionnée en <span style="color: rgb(255, 0, 0);">'''B'''</span>.
 |}
-== Link the thank-you to the right occasion Association du remerciement à la bonne occasion ==
+== Link the thank-you to the right occasion ==
-Next, it is important 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.
+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.
-Ensuite, il est important d'associer le remerciement à la bonne occasion afin de déterminer quel remerciement doit être utilisé pour chaque occasion. Pour ce faire, aller dans la « Gestion des occasions » et ouvrir l'occasion qui doit être liée au remerciement.
 {| width="20%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 |-
-| colspan="2" |[[Fichier:ProDon5_Configuration du courriel de remerciement_004.png]]
+| colspan="2" |[[File:ProDon5_Thank-you email configuration_004.png]]
 |-
 | 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.
-Dans la fenêtre de modification de l'occasion de don, aller dans l'onglet « Remerciement » et dans le champ « Remerciement par défaut »,  sélectionner le remerciement pour reçus qui vient d'être créé.
 |}
-= Verification of the Master Documents checked in the occasion Vérification des documents maîtres cochés dans l'occasion =
+= 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 a 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.
+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.
-Si des documents maîtres sont cochés dans l'occasion, il est possible que certains documents ne doivent pas être générés lorsqu'un reçu électronique est généré. Une option dans les documents maîtres de type « Transaction de don » permet d'éviter la génération du document lorsqu'un reçu électronique est envoyé au client. Cette option est la case « Ne pas générer pour les reçus envoyés par courriel ».
 {| width="20%" cellspacing="1" cellpadding="1" border="1" class="wikitable
 |-
-| colspan="2" |[[Fichier:ProDon5_Configuration du courriel de remerciement_005.png]]
+| colspan="2" |[[File: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.
-En cochant cette case, si ce document doit être envoyé avec des reçus, il ne sera envoyé qu'avec les reçus papier.
 |}
+{{Footer_ProDon_Version|5.0.3.4}}<br>
-{{BasPage_ProDon_Version|5.0.3.4}}<br>

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

Latest revision as of 12:32, 15 June 2017

Contents

Introduction

Email configuration for the eReceipt

Master Document configuration

Thank-you configuration for the receipts

Link the thank-you to the right occasion

Verification of the Master Documents checked in the occasion

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