Configure Acknowledge Donations by Email

About Acknowledge Donations by Email

The NPSP Email Acknowledgment feature lets you send acknowledgment emails to donors, either in a batch, or as one-offs for individual gifts.

NPSP Email Acknowledgments uses the following objects and features:

• Opportunity: The Acknowledgment Status field triggers a workflow to send thank you emails to constituents.
• Email Templates: Design the email message that NPSP sends to your donors.

Learn more about email acknowledgments in Acknowledge Donations by Email.

Add New Values to Opportunity Acknowledgment Status

The workflow rule for acknowledgment emails relies on specific values in the Acknowledgment Status field.

Learn more about the acknowledgment email workflow in Configure Acknowledge Donations by Email.

Add values to the Acknowledgment Status field:

1. From Setup, click the Object Manager tab.
2. In the list of objects, click Opportunity.
3. Click Fields & Relationships.
4. Click the Acknowledgment Status field.
5. Add these values:
   • Email Acknowledgment Now
   • Email Acknowledgment Not Sent
6. Select the Donation record type and any other record type for which you want to email acknowledgments.
7. Save your work.

Add Fields to Page Layouts

For Opportunity record types that use Acknowledgment functionality, such as Donations and In-Kind Gifts, add the Acknowledgment Status and Acknowledgment Date fields to the corresponding page layouts.

To edit page layouts:

1. From Setup, click the Object Manager tab.
2. In the list of objects, click Opportunity.
3. Click Page Layouts.
4. Drag the Acknowledgment Status and Acknowledgment Date fields onto the page layout.
5. Save your work.

Set Object and Field-Level Security

Make sure the Acknowledgment Status and Acknowledgment Date fields are set to Visible for each profile that needs access to them.

To check field access:

1. From Setup, enter Profiles in the Quick Find box, then click Profiles.
2. Click the name of the profile you want to edit.
3. Click Object Settings.
4. In the list of objects, find and click Opportunities.

5. Under object permissions, select Read.

   Select additional object permissions as needed for this profile.

6. Under field permissions for the Acknowledgment Status and Acknowledgment Date fields, select Edit Access.
7. Save your changes.

Update Logo in Letterhead Template

Follow these steps to update the logo.

1. From Setup, in the Quick Find box, enter Letterheads then click Classic Letterheads.
2. Click NPSP Sample Letterhead.
3. Click Edit Letterhead.
4. In the header section of the letterhead, click Remove Logo to remove the NPSP logo from the section.

5. Click Select Logo to choose a new image to display in the header section.

   Your logo image file must reside in your Documents folder in Salesforce.

6. Click the name of your logo.

7. Save your work.
   

   Note You can only upload files to the Documents folder in Salesforce Classic. For more information see Upload and Replace Items on the Documents tab.

Edit the NPSP Opportunity Acknowledgment Email Template

Follow these steps to edit the NPSP opportunity acknowledgment.

1. From Setup, in the Quick Find box, enter Email Templates then click Classic Email Templates.
2. Choose NPSP Email Templates from the Folder drop-down menu.
3. Click NPSP Opportunity Acknowledgment to view the HTML and Text versions of the template.
4. Edit the HTML and Text versions to meet your organization's needs.

Learn more about editing email templates in View and Edit Email Templates in Salesforce Classic.

Activate the Opportunity Email Acknowledgment Workflow Rule

Follow these steps to activate opportunity email acknowldegment workflow rule.

1. From Setup, in the Quick Find box, enter Workflow Rules then click Workflow Rules.
2. To view the rule's criteria, click Opportunity Email Acknowledgment.
   

   Note This workflow is part of a managed package, so you can’t change the rule criteria. If you need to make changes, clone the workflow and then edit the cloned version. To clone a workflow rule, click the Workflow Rule name, then click Clone .
3. When you’re ready to use the rule, click Activate.

Add the Email Acknowledgments Button to the Opportunity List View

Easily send acknowledgements of selected opportunities when you add the Email Acknowledgments button to the Opportunity list view.

1. From Setup, click the Object Manager tab.
2. In the list of objects, click Opportunity.
3. Click List View Button Layout.
4. In the List View row, click , then click Edit.
5. Under Custom Buttons, move Email Acknowledgments from the Available Buttons list to the Selected Buttons list.
6. Save your work.