Adjusting receipt template assignment rules

As a receipt is generated, the Receipting SmartPack assigns the receipt to a specific template, a number pattern, and sets the email template and sender values for email delivery of the receipt.

Administrators can adjust the default template assignment and build out more complex assignment rules for assigning receipt templates to generated receipts.

Template Assignment

Each receipting type (single gift, consolidated, or transaction) has it's own default template assignments and additional template assignment rules. You can adjust the assignments for each receipting type in the Receipt Template Settings tab under the appropriate receipting type.

Under each receipting type, you will see two sections: one for the default template assignment and one for more complex criteria-based assignment rules. Each receipting type must have defaults assigned, but may or may not have criteria-based assignment rules defined.

Default Template Assignment

Any receipt that does not meet any of the criteria-based template assignment rules will use the default values assigned in the default template assignments section.

In this section, you can adjust the numbering format and receipt template for these receipts. You can also select the Salesforce Classic email template that will be sent if the receipt is emailed, and you can choose an org-wide email address to serve as the sender for these emails.

Criteria-Based Template Assignment

There are no out of the box criteria-based assignment rules defined in the Receipting SmartPack. If you define criteria-based assignment rules, any receipt that is generated and does not meet the assignment rules at the time the receipt was generated will use the default assignments.

To create a new assignment rule, click the Add New Assignment button.

Criteria Assignments

Each criteria-based assignment has a priority number, criteria, and template assignment values that can be adjusted.

When selecting receipt templates, the SmartPack evaluates the criteria-based assignments in priority order and assigns the receipt to the first match that it finds. For example, if a receipt matches both the first and second priority options it will be assigned to the template assignments defined in the first priority rule.

Whenever you are creating or editing criteria-based template assignment rules, be sure to click save at the top of the tab to ensure that your work is not lost.

Re-ordering Assignment priorities

If you have more than one criteria-based assignment defined, the assignment records will display up and down arrows that allow you to re-order the assignment rules. If you re-order rules, be sure to click save at the top of the tab to ensure that your new ordering is saved.

Adjusting Criteria

Each assignment rule can have multiple criteria that operate on fields from the assigned gift record, or the record's contact, account or campaign. Assignment rules are always grouped together using AND logic.

Whenever you adjust assignment criteria, be sure to click the Save button at the top of the tab to ensure that your work is not lost.

For example: if you are adjusting single gift receipting and using the Opportunity object as your gift object, you can use Opportunity, Contact, Account or Campaign fields in your criteria. If you are consolidating receipts by a parent Recurring Donation record, you can use Recurring Donation, Contact, Account or Campaign fields in your criteria.

If you are consolidating receipts using custom criteria, you can only use Contact fields in your assignment criteria.