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Understanding the Standard email template in the Donations app

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The Standard email template allows you to easily send attractive, branded emails to your donors. The Standard template creates a preformatted style for your confirmation emails while allowing you the ability to insert your own text that fits neatly into the context of an attractive user experience.

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Where is the Standard email template used in the Donations app?

When enabled, the Standard email template is used for donation confirmations. It is also used for emails sent in the peer-to-peer fundraising experience to fundraisers and team captains.

How is the Standard email template different from the Custom email template?

The Standard email template offers a preformatted email that displays the text you customize in the body of the email. The Custom email template provides a clean slate where you can format it in its entirey using the WYSIWYG editor.

What does the Donations Standard email template consist of for donation confirmations?

The Donations standard email template is comprised of the following elements:

  • Your organization's logo, as defined in the Account Settings of your site
  • "Confirmation" heading
  • Email body text
  • Email footer that includes
    • The email address of the donor
    • The address or your organization, as defined in the Account Settings of your site
    • The Soapbox Engage logo

What elements can I edit in the Standard template?

For the donation confirmation, the email body can be customized on a donation by donation form basis.

The logo in the email header and address in the footer are global elements defined in the Account Settings of your site.

Can I alter the design of the Standard template?

Not at this time.

Do I have to use the Standard email template for Donations confirmation emails?

Nope! If you wish to customize the entire email, you can still do so.

How do I enable the Standard email template as the default for my Donations app?

You can set the Standard template as the default under Donations > Configuration > Messages tab > Default Email Template.

How do I choose which email template to use on a Donation page by Donation page basis?

You can set the template used for a specific Donation page by going to the Messages tab and setting the Email Template parameter, as you wish.

Can the Standard template be used with the Classes app shopping cart?

Not at this time.

Where else is the Standard email template used?

The Standard email template is used for the new web user emails sent to portal users as well as a number of emails as part of the peer-to-peer fundraising experience. It can also be enabled for Events app emails.

If you are not currently using the Standard template for the Donations app, what's the best way to get started?

If you haven't done so yet, review and update your Account Settings to ensure you have your organization's logo and details all set.

After that, we'd recommend creating a test Donation page, setting it to use the Standard template, and submitting a donation using your own email address. This will allow you to confirm that the Standard email template meets your needs. If so, you can then set it as the default for the Donations app. Once that is done, all existing and future Donations pages will use the Standard email template unless you explicitly change it for an individual Donations page or update the Donations > Configuration setting.

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