Customizing Confirmation Text and s for Donation Forms

Transcription

1 Customizing Confirmation Text and s for Donation Forms You have complete control over the look & feel and text used in your donation confirmation s. Each form in Sphere generates its own confirmation and need to be edited / updated separately. By default, there are 3 donation forms created for Web in a Box version 2: One time giving Monthly giving Honor / Memorial giving Log in to Sphere. Hover over Communities > Forms and click on Single Step Donation. Hover over the name of the form that you d like to customize. Click on Website info.

2 Click on Step 2 Donation Form Options. Switch to the confirmation text sub menu by clicking the gray button on the far right of the second row. Note: Only Internet Explorer will display the various menu options as tabs. If you are using any other browser, these options may appear at the bottom of the page. To change the confirmation click the Advanced Confirmation Setup link in the third row on the right. A new window will pop open. Make sure that the Use Advanced Confirmation Setup radio button is selected. Click on the Edit link next to Donor Confirmation.

3 Make sure that the Use Customized Text radio button is selected. Click on the Edit link. First, customize your message header. The Subject Line will be the subject line of your confirmation . The Reply To address will be the address to which any responses to the confirmation will be sent. The From Name is the name from which it should appear that the message is being sent. The From address is the address from which it should appear the message is being sent. The Send Copy of to addresses will receive a copy of the confirmation . Essentially, these people will be blind copied on the confirmation that is sent to the donor. Even if you have entered an address in one of the fields above, you must also enter it here if you want that person to receive a copy of the confirmation. This information does not have to be consistent for a single person and will not require access to your system.

4 Construct or edit the HTML copy of your in the WYSIWYG editor. Please consult Sphere s help documentation for assistance in using this tool. Remember that you can use the yellow cans to bring in information about the transaction that was shared on the donation form. The pf (profile fields) can will hold information about the donor (name, address, , phone, etc) and the ef (event fields) can will hold information about the donation (amount, time, date, confirmation number), as well as all of the tribute information (name, address, special notes). Click the Save button when you are done. Once the HTML copy has been made / edited, you will need to set up the text version of the message. Click on the Text radio button. If this is the first time you are setting up the text confirmation, or you have made substantial edits, click the Convert HTML to Text link. Sphere will do its best to create a plain text version of your confirmation, but you may need to edit this version for formatting. If you have only light edits, it is more time efficient to make them directly in the text. Click Save when you are done.

5 Click on the link at the bottom left of the window that says Return to the setup page. Make sure that the Enable this type of confirmation for this initiative checkbox is checked. Click the save button. Click the Return to the previous page link. Close the EventTextList window by clicking the Windows red X box in the upper right corner. Focus your attention back on the main Sphere screen. The text in the text area is the confirmation that the donor will see on the screen immediately after making his or her donation. The donor will be advised to reach out to the listed if he or she has questions. If the checkbox is checked, that person will also receive a system generated confirmation of the donation, not a copy of the message you just customized. When done, click the Save button.

6 You will be returned to the main Web info checklist screen. For the changes to be made live, you must click the green Update Your Event Now button.