Knowledge Base

Donor Management with Salesforce: Designer

Version: 9.190720xxxx

Within Click & Pledge's Payment as a Service App on the Salesforce platform, you may create an unlimited number of email templates using C&P Designer. You may use and customize available templates or create your own templates. C&P Designer also allows you to insert fields pulled from your Contacts, Custom Questions, Transactions, etc.

To create an email template select C&P Designer from the tab. If it is not available, click on “All Tabs (+)” button and select C&P Designer. Then click on New.



Once in the C&P Designer, choose from Click & Pledge templates or create a custom template.



Click & Pledge Library
 
  • Select Category from drop down box
  • Select Template from drop down box
 
This will provide you the templates available. Click on the template you wish to use to begin customizing through the following fields:
 
  • Email Template Name: for internal use
  • Tags: separate all tags with a semicolon [;]
  • Design Selection: Color preference
  • Salesforce Public Site URL: Click on the “Get the Site URL” button to know your Site URL.
  • PDF Attachment: a PDF file may be sent as an attachment with the email. Note the maximum size of the PDF file.
  • Select checkbox for a PDF copy of the email template to be sent as an attachment with the email.
 
Click in the body of the template to make edits. Use the HTML editor or click on Source to format/edit the design of the template. Be sure to update images with your own images within the template.



Merge fields box on the left provides your fields that can be added to the template. Click on the + sign to expand the categories. The major difference between “Contact” & “Contact Posted Billing Info” fields is, you will find the fields related to the contact’s mailing information and others in “Contact” field and billing info details in “Contact Posted Billing Info” field. ​Account Information is also available.



Click SAVE button to save your template.

Custom Library
 
Select Custom library to create your own template. Create or add to existing Category. Enter the category name which is a mandatory field. Select Template Builder to create a template. Under Select, the layout, double-click on the template section image to add to the layout. The layout will be previewed on the right of the screen. From this preview, you may delete a section from the template by double clicking on the section. Click Next to customize your template.



After clicking Next, the designer will appear. Create email template using the following fields:
  • Email Template Name: for internal use
  • Tags: separate all tags with a semicolon [;]
  • Design Selection: Color preference
  • PDF Attachment: a PDF file may be sent as an attachment with the email. Note the maximum size of the PDF file.
  • Select checkbox for a PDF copy of the email template to be sent as an attachment with the email.

Click in the body of the template to make edits. Use the HTML editor or click on Source to format/edit the design of the template. Be sure to update images with your own images within the template.



Merge fields box on the left provides your fields that can be added to the template. Click on the + sign to expand the categories.

Click SAVE button to save your template.


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