Streamline Your Workflow with a Generic Receipt Template Word for Teams

Generic receipt template word for teams

[Music] how to create and edit a receipt email template as a fundraising manager you are about to run a new appeal which you want to send a customized receipt for to do this you need to set up a new classic email template and a new pronto plus email template go to setup classic email templates to create a new template press the new template button and it will let you choose what type of email template you would like to create but in this example we will choose custom fill in the necessary fields folder is where your template will be stored available for use if ticket will make the template available to users email template name the name of the template and the template unique name will be populated automatically in coding choose general US and Western Europe description the internal description of your template subject enter the subject that will be used when the email is sent out and click Next when done HTML body the content of your template refer to our other video on how to add dynamic content into the body of the receipt alternatively you can clone the generic receipt template that is included in the pronto plus package and edit it as a baseline to show all templates included in pronto plus package change their folder view and select pronto plus choose one receipt to clone by clicking its name click the clone button this is what it looks like after you clipped you can customize the folder template name and description in this example I will change the template name and description hit safe when done now you can see the template is created when you are using an HTML or custom email template when you edit the template you need to edit both the HTML and the text versions choose a template to edit click Edit HTML version button you can edit the body and save one done once you have finished editing the HTML version this will copy and overwrite all the text version content from the HTML version choose an email template to edit click the edit text version button click the copy text from HTML version button hit the ok button safe when done once the template has been created in classic email templates you are now ready to create a new pronto plus receipt template pointing out the created template from classic and then pronto plus will recognize it in the pronto plus receipt templates at a new template by clicking the new button choose what the record type for the email template select the email template first using the magnifying glass to find the name of the template you created in classic email templates and fill in the necessary fields after you have setup the pronto plus receipt template and the classic email template you can select this template in either the pronto + settings or on the opportunities thanks for watching do not forget to follow us in our social media accounts