---
schema_version: "1"
id: 43d718ba6476e68cf596a66f3b1455df1d3436cfaa52ac3c6fc8d42fc2fb2351
title: Configure Acknowledge Donations by Email
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/npsp_acknowledge_donations.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.npsp_acknowledge_donations.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 48b46436e558ce336d44920be6b708d5d4192dfa95da6e2887a8068f60827802
description: Configure Salesforce to send donation acknowledgment emails automatically when you enter gifts in NPSP.
products:
  - Nonprofit
release: "264"
---
# Configure Acknowledge Donations by Email

Configure Salesforce to send donation acknowledgment emails automatically when you enter gifts in NPSP.

- **[About Acknowledge Donations by Email](https://help.salesforce.com/s/articleView?id=sfdo.npsp_acknowledge_donations.htm&release=264.0.0&type=5)**  
    The NPSP Email Acknowledgment feature lets you send acknowledgment emails to donors, either in a batch, or as one-offs for individual gifts.
- **[Add New Values to Opportunity Acknowledgment Status](https://help.salesforce.com/s/articleView?id=sfdo.npsp_acknowledge_donations.htm&release=264.0.0&type=5)**  
    The workflow rule for acknowledgment emails relies on specific values in the Acknowledgment Status field.
- **[Add Fields to Page Layouts](https://help.salesforce.com/s/articleView?id=sfdo.npsp_acknowledge_donations.htm&release=264.0.0&type=5)**  
    For Opportunity record types that use Acknowledgment functionality, such as Donations and In-Kind Gifts, add the Acknowledgment Status and Acknowledgment Date fields to the corresponding page layouts.
- **[Set Object and Field-Level Security](https://help.salesforce.com/s/articleView?id=sfdo.npsp_acknowledge_donations.htm&release=264.0.0&type=5)**  
    Make sure the Acknowledgment Status and Acknowledgment Date fields are set to Visible for each profile that needs access to them.
- **[Update Logo in Letterhead Template](https://help.salesforce.com/s/articleView?id=sfdo.npsp_acknowledge_donations.htm&release=264.0.0&type=5)**  
    Follow these steps to update the logo.
- **[Edit the NPSP Opportunity Acknowledgment Email Template](https://help.salesforce.com/s/articleView?id=sfdo.npsp_acknowledge_donations.htm&release=264.0.0&type=5)**  
    Follow these steps to edit the NPSP opportunity acknowledgment.
- **[Activate the Opportunity Email Acknowledgment Workflow Rule](https://help.salesforce.com/s/articleView?id=sfdo.npsp_acknowledge_donations.htm&release=264.0.0&type=5)**  
    Follow these steps to activate opportunity email acknowldegment workflow rule.
- **[Add the Email Acknowledgments Button to the Opportunity List View](https://help.salesforce.com/s/articleView?id=sfdo.npsp_acknowledge_donations.htm&release=264.0.0&type=5)**  
    Easily send acknowledgements of selected opportunities when you add the Email Acknowledgments button to the Opportunity list view.

## About Acknowledge Donations by Email

The NPSP Email Acknowledgment feature lets you send acknowledgment emails to donors, either in a batch, or as one-offs for individual gifts.

NPSP Email Acknowledgments uses the following objects and features:

- Opportunity: The Acknowledgment Status field triggers a workflow to send thank you emails to constituents.
- Email Templates: Design the email message that NPSP sends to your donors.

Learn more about email acknowledgments in [Acknowledge Donations by Email](https://help.salesforce.com/s/articleView?id=sfdo.npsp_acknowledge_donations_by_email.htm&release=264.0.0&type=5 "Nonprofit Success Pack lets you send an acknowledgment email to a donor from a specific Opportunity record, or send multiple email acknowledgments simultaneously from the Opportunities tab.").

## Add New Values to Opportunity Acknowledgment Status

The workflow rule for acknowledgment emails relies on specific values in the Acknowledgment Status field.

Learn more about the acknowledgment email workflow in [Configure Acknowledge Donations by Email](https://help.salesforce.com/s/articleview?id=sfdo.npsp_acknowledge_donations.htm&type=5).

Add values to the Acknowledgment Status field:

1. From Setup, click the **Object Manager** tab.
2. In the list of objects, click **Opportunity**.
3. Click **Fields & Relationships**.
4. Click the **Acknowledgment Status** field.
5. Add these values:
    - Email Acknowledgment Now
    - Email Acknowledgment Not Sent
6. Select the **Donation** record type and any other record type for which you want to email acknowledgments.
7. **Save** your work.

## Add Fields to Page Layouts

For Opportunity record types that use Acknowledgment functionality, such as Donations and In-Kind Gifts, add the Acknowledgment Status and Acknowledgment Date fields to the corresponding page layouts.

To edit page layouts:

1. From Setup, click the **Object Manager** tab.
2. In the list of objects, click **Opportunity**.
3. Click **Page Layouts**.
4. Drag the **Acknowledgment Status** and **Acknowledgment Date** fields onto the page layout.
5. **Save** your work.

## Set Object and Field-Level Security

Make sure the Acknowledgment Status and Acknowledgment Date fields are set to Visible for each profile that needs access to them.

To check field access:

1. From Setup, enter Profiles in the Quick Find box, then click **Profiles**.
2. Click the name of the profile you want to edit.
3. Click **Object Settings**.
4. In the list of objects, find and click **Opportunities**.
5. Under object permissions, select **Read**.
    
    Select additional object permissions as needed for this profile.
6. Under field permissions for the Acknowledgment Status and Acknowledgment Date fields, select **Edit Access**.
7. **Save** your changes.

## Update Logo in Letterhead Template

Follow these steps to update the logo.

1. From Setup, in the Quick Find box, enter Letterheads then click **Classic Letterheads**.
2. Click **NPSP Sample Letterhead**.
3. Click **Edit Letterhead**.
4. In the header section of the letterhead, click **Remove Logo** to remove the NPSP logo from the section.
5. Click **Select Logo** to choose a new image to display in the header section.
    
    Your logo image file must reside in your Documents folder in Salesforce.
6. Click the name of your logo.
7. **Save** your work.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/images/icon_note.png)
    
    Note You can only upload files to the Documents folder in Salesforce Classic. For more information see [Upload and Replace Items on the Documents tab](https://help.salesforce.com/articleview?id=docs_upload.htm).

## Edit the NPSP Opportunity Acknowledgment Email Template

Follow these steps to edit the NPSP opportunity acknowledgment.

1. From Setup, in the Quick Find box, enter Email Templates then click **Classic Email Templates**.
2. Choose **NPSP Email Templates** from the Folder drop-down menu.
3. Click **NPSP Opportunity Acknowledgment** to view the HTML and Text versions of the template.
4. Edit the HTML and Text versions to meet your organization's needs.

Learn more about editing email templates in [View and Edit Email Templates in Salesforce Classic](https://help.salesforce.com/s/articleview?id=admin_viewing_emailtemplates.htm&type=5&language=en_us).

## Activate the Opportunity Email Acknowledgment Workflow Rule

Follow these steps to activate opportunity email acknowldegment workflow rule.

1. From Setup, in the Quick Find box, enter Workflow Rules then click **Workflow Rules**.
2. To view the rule's criteria, click **Opportunity Email Acknowledgment**.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/images/icon_note.png)
    
    Note This workflow is part of a managed package, so you can’t change the rule criteria. If you need to make changes, clone the workflow and then edit the cloned version. To clone a workflow rule, click the Workflow Rule name, then click ****Clone**** .
3. When you’re ready to use the rule, click **Activate**.

### Change the From Email Address

If you want to use a different From email address:

1. From Setup, in the Quick Find box, enter Organization-Wide Addresses, then click **Organization-Wide Addresses**.
2. Click **Add**.
3. Enter a Display Name and Email Address, and choose which profiles use the From address. If you want all profiles to use the email address, select **Allow All Profiles to Use this From Address**.
4. Click **Save**.
5. Salesforce sends you an email to confirm the new address. Click the link in the email to confirm.
6. Back in Salesforce Setup, in the Quick Find box, enter Workflow Rule, then click **Workflow Rules**.
7. Click **Opportunity Email Acknowledgment**.
8. In the Workflow Actions section, click **Opportunity Email Acknowledgment**.
9. Click **Edit**.
10. In the From Email Address field, select the new email address.
11. **Save** your work
    
    .

## Add the Email Acknowledgments Button to the Opportunity List View

Easily send acknowledgements of selected opportunities when you add the Email Acknowledgments button to the Opportunity list view.

1. From Setup, click the **Object Manager** tab.
2. In the list of objects, click **Opportunity**.
3. Click **List View Button Layout**.
4. In the List View row, click ![More actions icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/nonprofit_success_pack/images/more_actions.png), then click **Edit**.
5. Under Custom Buttons, move **Email Acknowledgments** from the Available Buttons list to the Selected Buttons list.
6. **Save** your work.