Best Practices to Ensure Email Receipt Delivery

Last Updated: Mar 01, 2017 04:14PM EST
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 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 Receipt 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 Receipt Reply To Email and forward it to one a free address. See Image 1.

2. 
Alternatively, you can make the Receipt Reply To Email  address "donotreply@clickandpledge.cc" 
 
3. Do NOT use the same Receipt Reply to the Email address as the Receipt/Email Notification address. Even for "in-house" emails, when you whitelist IP addresses (discussed below), 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. See Image 1.
 
4. Have more than one email address for Receipt / Email Notification. This ensures that at least one account should get any given donation receipt. You may enter additional emails addresses and they must be separated with a semicolon. See Image 2 .
 
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. If you want email receipts to go to the donor the Do Not Send Receipt option should be set to "No". This means that receipts WILL be sent. See Image 1.
 
7. 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 the donation coordinator.

Locate Your Account's Default Email Settings
 
  1. Login to your Connect account. Click here for instructions
     
  2. Then Go to Launcher > Settings > Account Information


 
  1. Receipt / Email Notification: Have more than one email address for ‘Receipt / Email Notification’. This ensures that at least one account should get any given donation receipt. You may enter additional emails addresses and they must be separated with a semicolon. 
     
  2. Receipt Reply to Email: You can make the ‘Receipt 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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