This article will guide you through the steps to build and attach a PDF version of a receipt to your Donation Confirmation email template. Start by following these steps to build a Donation Confirmation email template first, then follow the steps below for attaching a PDF receipt.
Locate PDF Attachment Settings
The first step to including a PDF receipt to your Donation Confirmation email is to locate PDF Attachment Settings. Navigate to the Emails menu option, then look for the “gear” settings icon in the top right corner of the page.
After clicking that icon, the Email Settings page will appear with the General settings tab opened automatically. Look for the PDF Attachment tab next to that.
Build a PDF Attachment
Now that you have found the PDF Attachment settings, let’s build a PDF receipt. The first option in the list is a toggle switch to Include PDF in your donation confirmation emails. This toggle switch will remain grayed out until you complete the build process in the steps below that. After building your PDF receipt, this toggle switch will be available to toggle on.
To build a PDF receipt, start by selecting the Payment Gateway this template will be receipting donation transactions from. Click the dropdown arrow and then select the appropriate gateway if you have multiple.
Then, begin typing out a receipt template using the simple blank document builder. Make sure to use the appropriate Merge Tags for the receipt template to be able to fill in each donors’ unique donation information.
Finish by scrolling back up to the top of the page and toggling on the Include PDF switch.