Best Practices to Ensure Email Receipt Delivery

Last Updated: Jun 28, 2017 03:15PM EDT
This article includes information for Click & Pledge receipts and Salesforce generated receipts.

Best Practices to Ensure Receipt Email Delivery:

In order to minimize issues in delivery of invoices and receipt of your email copy you should:
 
1. Make the Receipt Settings - Reply To Email address with the organization's web domain. Do not use a free email address (e.g. AOL, yahoo, MSN, Hotmail or Gmail) as the Reply To Email address. If you don't host your own website, the vast majority of hosting companies either provide an email in their package or at least allow you to forward a domain email account to some other email. The forwarding option will allow you to use a domain account as the Reply To Email and forward it to one a free address.

2. 
Alternatively, you can make the Reply To Email  address "donotreply@clickandpledge.cc" 
 
3. Do NOT use the same email addresses for the Reply to Email address as the  Internal Notification address. Even for "in-house" emails, when you whitelist IP addresses (discussed in #6), having the same TO and FROM email address may still cause a rejection by your mail server, depending on how its spam-rejection tests are setup.
 
4. Have more than one email address for your Receipt Setting's Internal Notification. This ensures that at least one email account should get any given payment receipt. You may enter additional emails addresses and they must be separated with a semicolon.
 
5. Both you and your donors need to view the email receipts as legitimate. Therefore, if your organization's DNS servers include SPF (Sender Policy Framework) records for your domain, Click & Pledge's receipt email servers need to be declared as legitimate senders for your domain. If you are not using SPF then you should add one. If you are unfamiliar with the recordtype, you can use this SPF record generator tool to build one: http://www.kitterman.com/spf/validate.html Once you have added your domain's email servers to the SPF record you need to add the following text in your SPF:
     "include:_custspf.clickandpledge.cc".

This will allow receiving email servers, including your own, to know that you approve of email being sent on your behalf by Click & Pledge.
Your final SPF record should look similar to this example: (this domain uses Office 365 for the user email accounts)
 "v=spf1 include:spf.protection.outlook.com include:_custspf.clickandpledge.cc ~all".
 
6. Make sure your email server is not blocking Click & Pledge's emails. Provide the following IP addresses to your IT administrator to ensure your email server is not blocking Click & Pledge's emails.

The following are the IP addresses that Click and Pledge receipts are sent from and are included in the _custspf.clickandpledge.cc DNS record:  
  • o2.receipt.clickandpledge.cc : 208.117.50.171
  • o3.receipt.clickandpledge.cc : 74.63.247.110
  • o4.receipt.clickandpledge.cc : 50.31.44.75
  • o5.salesforce.clickandpledge.cc : 192.254.123.144
  • o6.salesforce.clickandpledge.cc : 192.254.126.246
  • p205.clickandpledge.cc : 184.173.105.205
 

As a payment system administrator, there are 2 settings within the Click & Pledge system you may need to change in order to ensure delivery of receipts to the organization both the donor and your internal donation coordinator. Those are Reply to Email and Internal Notification.

Locate Your Account's Default Email Settings
 
  1. Login to your Connect account. Click here for instructions
     
  2. Then Go to Launcher > Settings > Receipt > Receipt Settings. Any newly created Connect Campaign will be set up initially with the Receipt Settings entries.
find receipt settings

 
  1. Internal Notification fields: A best practice is to have more than one email address for ‘Internal Notification’. This ensures that at least one account should get a copy of a payment receipt. You may enter additional emails addresses and they must be separated with a semicolon. 
     
  2. Reply to Email: You can make the ‘Reply To Email’ to "donotreply@clickandpledge.cc" or any other email address. 

Salesforce Users
If you use Salesforce CRM for generating receipts, you and your patrons may need to whitelist Salesforce email server IP addresses. For more information on this, refer to the Salesforce helpdesk link below:
http://help.salesforce.com/apex/HTVi...language=en_US
support@clickandpledge.biz
http://assets3.desk.com/
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