Contents
Configuring System Email & Letter Defaults
Neon CRM has system email and system letter acknowledgments that can be automatically triggered when an account is created or a transaction processed. With System Email & Letter Automation Settings, you can configure the default behavior of these acknowledgments so applicable emails are automatically sent and/or applicable letters are automatically added to your mail merge queue when a constituent performs various actions (such as makes a donation).
These settings are controlled within each individual System Email or System Letter. Please note: Certain options may be restricted by Email/Letter type. These settings can be adjusted by:
1) Selecting the Settings cog in the upper right corner and then selecting Global Settings.
On the Global Settings page, under the Transaction Acknowledgements subheading under the Communications heading:
2) Select System Emails or System Letters, as applicable to your needs.
3) Select the applicable email or letter type tab at the top of the page and then select the email or letter you wish to adjust.
4) Select Edit in the top right corner of the Default Setting section.
The Edit Donation Appreciation pop-up appears with subsection of Default Settings displayed. You may skip the Default Settings. To do so:
5) Select Next.
You now see the Automation Settings.
6) Adjust the settings (per their respective descriptions) as applicable.
7) Select Save Changes when all applicable adjustments have been made.
Send to User-Entered Records
This setting controls the behavior of the "Email" and "Mail Merge" checkboxes that appear on the summary and payment page when adding transactions or creating new accounts as a system user:
When a setting is set to "Yes" for an email or letter, the checkbox to send the corresponding acknowledgment after submitting will be checked by default.
For System Emails:
For System Letters:
System Email Automation Settings
The next two settings allow you to configure default behavior regarding System Emails that can be sent to constituents creating new accounts or processing transactions online.
The Send to Logged-In Constituents option refers to online transactions made by constituents who are logged in to existing accounts. If this setting is On, then all transactions of this type will automatically trigger the appropriate System Email upon completion.
The Send to Public Form Submissions option refers to online transactions made by constituents who are not logged in to an existing account. If this setting is On, then all transactions of this type will automatically trigger the appropriate System Email upon completion.
System Letter Automation Settings
These corresponding settings for System Letters allow you to configure default behavior regarding System Letters that can be added to the Mail Merge Queue as the result of constituents creating new accounts or processing transactions online.
The Send to Logged-In Constituents option refers to online transactions made by constituents who are logged in to existing accounts. If this setting is On, then all transactions of this type will be automatically added to the Mail Merge Queue upon completion.
The Send to Public Form Submissions option refers to online transactions made by constituents who are not logged in to an existing account. If this setting is On, then all transactions of this type will be automatically added to the Mail Merge Queue upon completion.