Customize autoresponders on non-monetary activities (sign-up forms, petitions, targeted actions) with the following options:

• Which email should [your form] send as confirmation? Click the appropriate button:
  

  • Use the default [autoresponder]—This option will use the autoresponder email that is currently configured. If you click the link, you can review and change the default autoresponder.
    
    Caution: Any changes you make here will affect all of the published forms that are using the default autoresponder.
  • Customize this autoresponder for this form—Change the autoresponder content for just this Activity.
    1. 1. Scroll down to the Autoresponder Content section.
          
       2. Click Edit Content to generate your custom content for just this form using the Visual Editor. Click here for more information about the visual editor.
• Send a Copy—Send blind carbon-copy ("BCC") emails, for instance to an internal email address as a notification that someone took action. Supporters will never see the email addresses entered here. If you want to assign a Copy for Fundraising forms, first you must select which autoresponder to send.
  To send autoresponder copies to multiple email addresses...
  1. Navigate to the activity in question.
  2. Select the Autoresponder tab at the top of the screen.
     • If there is more than one autoresponder available for that activity, Click on the Reference Name or Description text to edit first.
     • If only one autoresponder exists for that activity, the Send A Copy section displays on this page. The Send A Copy section is under the "Which email should it send?" section on this page.
  3. Enter the first email that you want to add under "Who should we send the copy to?"
  4. Click Add.
  5. Enter the second email.
  6. Click Add.
  7. Repeat the process as many times as you need to.

Fundraising forms that collect funds from supporters have different options:

• Include tax-deductible amount in payment summary?—You will see this option only if you are creating an activity that collects funds from constituents. When you select "No", the tax-deductible amount of supporters' donations is not shown in the Donation Summary. "Yes" is the default for this option. You can change the default for new Autoresponders in Salsa Engage Settings.
• Which autoresponders should Engage send?—For simplicity, you can send the same autoresponder to every donor, whether they've donated on a one-time or a recurring basis. Or, you can send separate autoresponders with specific messages for one-time and recurring donors. For recurring transactions, Engage will send the "initial" autoresponder when the transaction is first processed, and then send the "installment" autoresponder when each subsequent installment is successfully charged. Not all scenarios may apply, depending upon how you have configured the donation options on your form.
  1. Send the same autoresponder to each supporter who submits the form—
  2. If you select this option, you will see a unique Donation Receipt autoresponder, along with the following:
     • A description of the autoresponder.
     • An indicator of whether the autoresponder has been Customized for this form.
     • A blue pencil icon to edit the form.
  3. Send different autoresponders, based on the donation frequency—If you select this option, you will see a list of unique one-time, recurring initial, and recurring payment autoresponders, along with the following:
     • A description of the autoresponder.
     • An indicator of whether the autoresponder has been Customized for this form.
     • A Configured on Form indicator indicates whether you have configured and saved the Recurring Frequency form field on your form. For example, if your donors can choose Quarterly recurring donations on your form, the corresponding autoresponders will be set to YES.
     • A blue pencil icon to edit the form.
• Send a Copy—You can set the Send a Copy options by first editing each Autoresponder. Enter an email to send a blind carbon copy of this autoresponder to the recipient whenever this autoresponder is sent to a supporter. The supporter will not see any of the email addresses entered here. If the autoresponder is turned off, then the copy will not be sent.

Events and Peer-to-Peer form autoresponders include only the setting to Include tax-deductible amount in payment summary. These forms generally don't have recurring settings, so there is no need for different autoresponders based on recurring donation frequency.

When you're finished, click the Save button at the bottom right.

You may then click the orange Back button to go back to the Compose section or Next to review your Notifications. Publish this form at this time if the form has not been published previously. Republish this form if it is already published. Please review the article about Publishing Forms.