Konect Email Settings

Under Konect Settings, a number of important Email Settings exist that need to be configured to ensure all Konect emails, including Donation Receipts, are able to be sent successfully.

Org-Wide Email

Image Added

Konect leverages standard Salesforce Lightning Email Templates (LET) as the basis for Donation Receipts. For more information regarding how to design, create and manage Lightning Email Templates, please see the following Salesforce articles:

• Trailhead Article

• Salesforce Help

  • This includes a number of child pages for a full overview of LET functionality

Konect Processes using Email Templates

Konect specifically uses a Lightning Email Template to automate the dispatch of Donation Receipts. Konect uses the combination of a Salesforce Flow and a Lightning Email Template in order to do this.

Donation Receipt

The Flow used that controls the sending of a Donation receipt is called Konect Send Donation Receipt Flow and this can be accessed under Setup -> Flows in the Setup or administrative part of Salesforce.

There are a few important points to remember with the Receipt automation:

• Donation receipts are only sent where an Email address exists on the Contact

• The Lightning Email Template to be used as the Donation Receipt is defined on the Campaign

Annual Receipt