Guides
Brand your receipt and notification emails#
Five transactional emails — donation receipt, recurring gift confirmation, failed-payment alert, dunning notice, and the donor-portal magic link — share one visual system you can brand from Settings, without touching the packaged templates directly.
Why Settings, not the templates
The four .email templates ship as read-only packaged metadata — a managed package can't
let you edit their body, colors, or legal text in place. Every brandable value on them is
instead a Settings__c field, injected at send time. That's what the Email & Receipts
panel edits.
Where it lives#
Settings → General → Email.
The panel holds sender and reply-to fields, the brand colors, the receipt copy overrides, and the compliance fields, with Save and Cancel at the bottom. Everything below is one of those fields.
What you can customize#
Sender & reply#
| Field | Effect |
|---|---|
| From Name | Sender display name — applied only while From Email is blank. Once a From address is in effect, Salesforce takes the display name from the Org-Wide Email Address record instead |
| From Email | The address donor email is sent from, and the contact address printed on the failed-payment, re-authorization, dunning, refund-confirmation, employer-match and two tribute emails. Sending only switches over if the address matches an Org-Wide Email Address that is verified and has Allow All Profiles to Use this From Address ticked — see the callout below |
| Reply-To Email | Optional — set this if replies shouldn't go to the From address. It's also the fallback staff recipient for a refund request or dispute alert with no gift owner |
| Support Phone | Printed on the failed-payment, re-authorization, dunning, refund-confirmation and employer-match emails, and in the public page's contact band |
From Email needs an Org-Wide Email Address, and fails silently without one
Apex cannot invent a sender. This field is a lookup key: at send time the package looks for an Org-Wide Email Address (Setup → Organization-Wide Addresses) whose address matches, and uses it only if that record is verified and has Allow All Profiles to Use this From Address ticked. Both are required — receipts are sent by the Experience Cloud guest user and by scheduled jobs, neither of which is an ordinary profile.
If no such record exists, nothing errors and nothing is flagged: the email still reaches the donor, just from whichever user or background job triggered it. Settings → System → Health Check → Donor Email Sender is the only place that difference is visible, and it names which of the two boxes is missing.
Brand colors#
| Field | Effect |
|---|---|
| Brand Primary Color | Letterhead name, footer bar, and default button/CTA color across all 5 emails |
| Email Accent Color | The receipt's accent color (eyebrow text, top rule). Other emails keep their own fixed semantic accent — recurring, failed-payment, and dunning are intentionally not this field, so a payment-failure email doesn't visually read as "good news" |
| Email Heading Color | Heading text color |
| Email Background Color | Page background behind the email card |
Enter colors as #RRGGBB hex. An invalid format is rejected on save rather than silently
breaking the next send.
Receipt & confirmation copy#
| Field | Effect |
|---|---|
| Auto Receipt Enabled | Master switch — turn off to stop automatic receipt sends entirely (e.g. if you're sending receipts through another system) |
| Receipt Email Template | Which packaged receipt template variant to use, if more than one is available |
| Receipt Intro Message | Replaces the default receipt intro paragraph |
| Recurring Thank-You Message | Custom body paragraph on the recurring-gift confirmation |
| Email Signature | Sign-off line above the footer (defaults to "The {Org} team") |
| Receipt Legal Text — No Goods Received | Your tax-receipt disclaimer for a plain gift. The packaged default assumes a US 501(c)(3) — non-US organizations, or US orgs without 501(c)(3) status, must override this |
| Receipt Legal Text — Goods Received | The disclaimer used instead when the donor got something back (an event or ticket order). Override it alongside the one above; leaving it on the packaged default while replacing the other means two receipts making claims under different legal assumptions |
| Receipt Legal Text — Goods Received, Partly Refunded | The disclaimer for a partly refunded event order, where no deductible figure is stated |
| Receipt Footer Text | Footer line shown on all 5 emails |
Compliance & links#
| Field | Effect |
|---|---|
| Org Mailing Address | Your physical postal address, shown in the footer of all 5 emails. Required by CAN-SPAM (US) and CASL (Canada) for commercial/transactional email — don't leave this blank if you're sending to US or Canadian donors |
| Donor Portal Path | The path used in every "view your giving history" link across these emails (default /donor) — keep this in sync with whatever URL you actually gave the Donor Dashboard page |
Donor Portal Path won't catch a page rename for you
If you change the Donor Dashboard page's URL in Experience Builder, update this field to match — the emails don't detect the page's real URL, they just use whatever you put here.
Logo#
The masthead logo isn't set here — it lives on Settings → General → Organization
(Org Logo URL), since it's shared with more than just email. A default flame mark ships
out of the box, so every email renders a logo even before you upload your own.
Where it doesn't reach#
Only the values above are configurable. Structural changes — reordering sections, adding a new block, changing which of the 5 emails exist — require a template change, which isn't something a managed-package subscriber org can do; raise it as a product request instead of looking for a setting.
Related#
-
Setup assistant
The other three panels under Settings → General.
-
Publish a donor portal page
Where the Donor Portal Path setting actually points.
-
Donations & payments
When each of the 5 emails actually sends.