This article explores automatically sending email receipts when someone has registered using a Kindful registration form. Learn more about Kindful registration forms here.
If you're trying to send automatic email receipts for donations, learn more here.
Create a registration receipt template
Go to Communication, then Templates.
Select Create New Template. Learn more about creating email/letter templates here.
When it comes to the type of template, choose Registration Receipt from the dropdown (this type is an automatically emailed receipt)
Create your template. No tags will apply here, so you can freely type in things like "Thanks for registering for our Community Partner Program", etc.
|Note: We recommend creating a unique template per registration form for this purpose. This will allow you to customize that template to the registration, using the name of what they registered for vs. a generic email.|
Once you've completed this template, you're ready to choose it as an automatic receipt.
Set up receipt for registration form
Go to Contacts & Activities, then Forms.
Select Configure on the registration form you created the template for.
A window will appear allowing you to edit the configuration. Scroll down until you see Email/ Letter Template (optional). Select the dropdown and choose your template from the list. Click Save in the bottom right when you're ready to go.
Now whenever someone completes this registration form, an email following this template will be sent to them automatically.