I was testing out the TY letter send in civi for stock gifts to make sure it is using the updated template and it looks like it does a double send. The first TY email is the normal template without any stock information and then it sends another TY letter which is the stock TY template.
I want to make sure it only send out the stock TY template for stock gifts in civi when that checkbox is selected to send.
Thank you!
@DStrine I tested it through my Civi profile CID 47095239 by creating a stock gift with stock value and stock description fields filled out as well as financial type and payment method= stock. Then I checked the "send receipt" box on the contribution and clicked ok to 'save and send' to my email.
After the send I was receiving those two TY emails, but one with regular template and one with the stock. Not sure if the same happens for others?
the process you describe will send 2 emails. As far as we know, stock gifts are usually imported and the import will only send one TY email. Are you manually entering individual stock gifts?
Hmm, as far as I know there is no import for stock gifts. We get notifications from the bank through email for each individual gift and then I hand enter them. To send the TY I use the checkbox to send if they have an email on their record.
Also if someone notifies us they did not receive their stock TY letter after the fact and needs a copy, I will go to the record to resend using the checkbox as well.
@DStrine and @MDemosWMF just a heads up that I tested this out for Donor Advised Funds. If you hand enter a contribution and check the "send receipt" box it will trigger a tax receipt email and also a donor advised thank you acknowledgement email (no tax info) if there is an email on the contact record. Therefore, we don't need to do this when hand entering donor advised funds, we just need to ensure that the No thank you reason field is blank when entering a gift and this will trigger the appropriate thank you email. Does this make sense? @MDemosWMF you can test this with the stock thank you email to double check but I think this is what is happening and explains why you received a double thank you email.
Thanks @RLewis! Just tested that out - entering a new stock gift and not checking the send receipt box with 'No TY reason' empty - it sent only the stock template TY which is great. I will add that to the stock TY process to make sure that is updated so as not to trigger a double. I thought it only auto sent on imports and not hand entering!
There are still situations where we use the checkbox though, which I mentioned above - if someone needs a letter re-sent and their gift is already in civi (we get lots of these requests around tax season). I want to make sure that if I use the checkbox for this it will not send a double letter, so I think it is still worth looking into if it's not too complicated. Otherwise we would have to manually created a PDF and send as attachment.
@MDemosWMF on entries already in the system if you use the Send Thank You option from clicking on the ... menu in this screenshot will resend the thank you with the stock template
The Send Receipt checkbox uses a different template source than the normal thank you email which is why it's lacking the stock template. Other differences between them are that the Send Receipt only has the template in English while the other has translations. The Send Receipt also lets you choose who the email is from vs being from Jimmy (donate@wikimedia.org).
@Cstone Ah ok thanks for differentiating that! So I should use the 'send thank you' button instead of the checkbox receipt when the gift is already in civi for stocks or DAFs which have special templates. Otherwise when entering a new gift we will just make sure the 'No TY reason' box is empty and save the gift for the auto TY to send.
I will make sure these processes are clear in documentation on our end. Thanks!