- Clone the Send Receipt Automatic workflow that sends all receipt emails. The managed workflow cannot be edited so a cloned copy is required. This will now be the general automatic receipt workflow
- Add in the criteria that Payment Form/Campaign does not equal the specific Form or Campaign you want to exclude from this workflow. Include the line in the filter logic.
- Deactivate the managed Send Receipt Automatic workflow.
- Clone the new Send Receipt Automatic workflow, this will be the workflow specific to your Payment Form/Campaign.
- Change the criteria to Payment Form/Campaign name equals the form/campaign your are wanting to refer to.
- Change the send email task in your workflow to the email template that you are wanting to to send.
- Make sure your PDF receipt is included in the specific form/campaign.
I want to send a different email template and receipt for a specific Payment Form/Campaign. How do I do that?
Updated at July 27th, 2024