Attaching a PDF to Your receipts

You can attach a PDF version of a Snailer template to any receipt that you send out from Kindful.  


Overview

Read on to find out how to both create and attach a template as a PDF to the receipts that are emailed out of Kindful. This does not apply to printed communications.

Linked Articles:

Creating Email/Letter Templates


You need to make sure you have that letter you want to send as a PDF setup as a Template that is a Transaction & Non Cash Gift Receipt (so it can be emailed).  

Then, when you head to Settings > Fundraising Settings > Transaction Settings, there is a checkbox you can select in the Default Transaction Receipt Emails section to enable this PDF option.  

 Once you enable this, you will be presented with a dropdown to include the attachment (template) you would like to have included!  Check out the picture below of what this looks like.

 

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