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Update On Behalf Of Email Template

Quick Start

🤝 Customizing organizational communications? Update the on behalf of email template to ensure professional acknowledgments for proxy donations and organizational representation.

  1. Navigate to Email Templates → 2. Find On Behalf Of Template → 3. Customize content → 4. Save changes

What you'll accomplish: Customize the on behalf of email template to ensure professional, appropriate acknowledgments for organizations and individuals represented by proxy donations in about 8 minutes.

🚀 Quickstart​

  1. Navigate to Email Templates via App Launcher
  2. Find "On Behalf Of Acknowledgment Template - Default"
  3. Customize content for professional organizational communication
  4. Save changes to activate business-appropriate template

⚠️ Before You Start​

📋 Prerequisites Checklist
  • You have appropriate administrative permissions
  • Access to Email Templates in Salesforce
  • Understanding of organizational and delegation communication standards
  • Knowledge of appropriate business communication tone
  • Familiarity with HTML/text formatting for email templates

💡 Understanding On Behalf Of Templates​

What On Behalf Of Templates Enable:

  • Professional organizational acknowledgments for proxy donations
  • Business-appropriate messaging for corporate and institutional gifts
  • Delegation recognition that honors representative relationships
  • Formal communications suitable for professional environments

On Behalf Of Communication Scenarios:

  • Corporate donations - Executive donating on behalf of company
  • Board donations - Board member contributing for organization
  • Foundation gifts - Representative donating for foundation
  • Professional services - Attorney/accountant donating for client
  • Institutional gifts - Faculty/staff donating for institution

Template Requirements:

  • Professional formality - Appropriate business communication tone
  • Delegation clarity - Clear explanation of representative relationship
  • Organizational recognition - Proper credit to represented organization
  • Business courtesy - Professional acknowledgment standards

📘 Detailed Instructions​

Step 1: Access Email Templates​

  1. Click the App Launcher (9-dot grid icon)
  2. Type "Email Templates" in the search box
  3. Click on Email Templates from results
  4. Wait for email templates list to load

Step 2: Locate On Behalf Of Template​

  1. Search for "On Behalf Of Acknowledgment Template - Default"
  2. Click on the template name to open
  3. Review current template content
  4. Identify areas requiring organizational/professional customization

Step 3: Customize for Professional Communications​

🤝 Professional Template Elements

Key Customization Areas:

  • Subject Line - Professional subject appropriate for business communication
  • Formal Greeting - Business-appropriate salutation
  • Delegation Acknowledgment - Recognition of representative relationship
  • Organizational Recognition - Proper credit to represented organization
  • Professional Closing - Business-standard conclusion and contact information

Essential Merge Fields:

  • {!On_Behalf_Of_Name} - Name of organization/person being represented
  • {!Donor_Name} - Name of person making donation on behalf of organization
  • {!Donation_Amount} - Gift amount for organizational records
  • {!Donation_Purpose} - Purpose or fund designation
  • {!Organization_Name} - Your organization acknowledging the gift

Professional Template Customization:

  1. Click Edit or pencil icon next to fields
  2. Update Subject Line for professional business communication
  3. Modify Greeting to appropriate business formality
  4. Enhance Body Content to recognize delegation relationship
  5. Include Organizational Recognition for represented party
  6. Update Closing with professional contact information

Step 4: Ensure Business Communication Standards​

Professional Standards:

  • Formal tone - Appropriate level of business formality
  • Clear delegation - Explanation of representative relationship
  • Organizational credit - Proper recognition of represented organization
  • Professional courtesy - Business-standard acknowledgment practices

Step 5: Test Template Appropriateness​

  1. Preview template with sample organizational scenario
  2. Review language for business appropriateness
  3. Verify delegation relationship is clearly acknowledged
  4. Test merge fields populate correctly
  5. Confirm professional tone throughout

Step 6: Save Professional Template​

  1. Review all content for business communication standards
  2. Check spelling and grammar throughout
  3. Verify merge field syntax is correct
  4. Click Save to activate professional template

✅ How to Know It Worked​

Success Indicators:

  • ✅ Template saves without validation errors
  • ✅ Preview shows professional, business-appropriate content
  • ✅ Delegation relationship is clearly acknowledged
  • ✅ Language meets business communication standards

Testing the Professional Template:

  • Send preview to verify business appropriateness
  • Review with colleagues familiar with organizational communications
  • Confirm delegation clarity is professionally explained
  • Test with different scenarios (corporate, foundation, institutional)

🆘 Troubleshooting​

❌ Template Too Casual/Formal

Problem: Template tone doesn't match business communication expectations

Solutions:

  • ✅ Adjust formality level - Match organizational communication standards
  • ✅ Review business examples - Study professional acknowledgment examples
  • ✅ Get feedback - Ask colleagues to review tone appropriateness
  • ✅ Test with scenarios - Preview with different organizational scenarios
❌ Delegation Relationship Unclear

Problem: Template doesn't clearly explain delegation/representation

Solutions:

  • ✅ Add delegation explanation - Clearly state representative relationship
  • ✅ Include both parties - Acknowledge both donor and represented organization
  • ✅ Professional language - Use business terms for delegation
  • ✅ Clear structure - Organize template to highlight delegation clearly
❌ Organizational Recognition Missing

Problem: Template doesn't properly credit represented organization

Solutions:

  • ✅ Prominent recognition - Give clear credit to represented organization
  • ✅ Balance acknowledgment - Recognize both donor effort and organizational representation
  • ✅ Professional courtesy - Use appropriate business recognition language
  • ✅ Merge field verification - Ensure organizational name displays correctly

💡 Best Practices​

On Behalf Of Template Best Practices
  • 💼 Professional Standards - Maintain appropriate business communication formality
  • 🤝 Clear Delegation - Always explain representative relationship clearly
  • 🏢 Organizational Credit - Give proper recognition to represented organizations
  • 🔗 Business Courtesy - Follow professional acknowledgment conventions
  • 📋 Documentation - Maintain professional records and communication standards
  • ⚖️ Balanced Recognition - Acknowledge both donor effort and organizational representation

Professional Communication Guidelines:

  • Business formality - Use appropriate level of formality for organizational relationships
  • Delegation clarity - Clearly explain who is acting on behalf of whom
  • Professional courtesy - Follow business communication best practices
  • Organizational recognition - Properly credit represented organizations

Template Management:

  • Regular review - Keep templates current with business communication standards
  • Professional feedback - Get input from colleagues handling organizational communications
  • Scenario testing - Test with various organizational scenarios
  • Standards alignment - Ensure templates match overall organizational communication standards

🔗 Related Actions​