Blackthorn | Payments allows you to send receipts from Salesforce or from Stripe. If you choose to send from Salesforce, you will have full control over the criteria (Workflow Rule), who it goes to (Email Alert), and the Email Template used (html or text). Emails from Stripe only offer two options: successful payments and/or refunds.
Step One: Navigate to Workflow Rules
Lightning/Classic: Setup | In Quick Find, Search and Click: "Workflow Rules."
Step Two: Activate Workflow Rule
Click "Activate" next to "Send Blackthorn | Payment Receipt (HTML)" or "Send Blackthorn | Payment Receipt(Text)".
We include both HTML and Text because not all email programs support HTML (Special formatting, colors, positioning, etc.) whereas all email programs support Text (Plain text, no special formatting).
Criteria for these Workflow Rules are: Transaction's
Status= "Completed" and
Payment Status= "Captured" or "Partially Captured".
When the criteria evaluates to true, an immediate Workflow action triggers an email to be sent to the Payment Method's
Billing Emailfrom the current salesforce user's email.
If you are happy with the criteria above and who it is being sent to, simply clicking
Activate next to one of the Workflow Rules begins the automated email process. No additional setup required!
Stripe's Automated Email
- Navigate to Settings, within Stripe.
- Check next to "Successful Payments" and/or "Refunds"
Please select either Blackthorn | Payments or Stripe for sending receipts so that your customers do not receive two email notifications regarding the same Transaction.
The information below provides instruction on customizing the Workflow Rule, Email Alert, and Email Template for the automated payment email receipt.
The criteria for these two workflow rules are not editable, but you can "Clone" to create your own criteria.
For example, if you would like the workflow rule to send an email only if the Transaction is "Completed" and "Captured", not "Partially Captured".
Once the criteria is met from the Workflow Rule, the action defines what should happen. For our feature, we have an immediate Email Alert sending out an email receipt.
Edit the existing action: The only fields you can change are
Additional Emails, and the
From Email Address.
Use Case: If you want to add a Salesforce user's email to all the emailed receipts, you would edit the action and add the user from the
Recipient Type= Users and add them to
Add immediate and time-dependent actions: You have the ability to add new actions to the managed Workflow Rule. For more information on adding actions, click here.
The Email Template defines what message will be sent to your customer and whether it is formatted (HTML) or not (Text).
- Navigate to the Blackthorn | Payments Email Templates:
Lightning/Classic: Setup | Quick Find and Click: "Email Templates."
Drop down next to "Folder", select Blackthorn | Payments.
Click on one of the templates (HTML or Text)
Email Template Namefield.
Edit HTML Versionbutton to update the email message.
Only merge fields can come from the Transaction object. Other related object's fields will not render any data. If you would like to merge fields from related objects you will need to create formula fields onto the Transaction object first. See the use case below for adding custom fields.
There are two templates, one for HTML and the other for Text. Depending on the Workflow Rule you enabled, update the Email Template type that matches the Workflow Rule.
The related Email Template can be found on the "Email Alert" detail page.
Custom Merge Fields from Opportunity into the Transaction Email Template
To add custom merge fields into the email template from objects other than Transaction, you will need to create those fields in the Transaction object as formula type fields and pull in the values from the related object.
For the use case below, we will be creating a custom field on the Transaction with a formula referencing the
Opportunity Name field.
Create a custom formula field on the Transaction object.
- Navigate to the Transaction object.
Lightning/Classic: Click Setup | In the Quick Find | Search and Click "Objects" under create or "Object" manager.
Click on the Transaction object.
Navigate to Custom Fields & Relationships.
Formula return type: Text.
Under Advance Formula, Insert Field, scroll down and click Opportunity>, then select the
Opportunity Namefield, click Insert.
Click "Next", then "Next" again.
Some field types need special handling. You may need to wrap the field name in:
- Text(fieldnamehere) OR Value(fieldnamehere)
Picklist fields need value(fieldname) and number fields need text(fieldname).
Updating the Blackthorn | Payments Email Receipt
- Navigate to Email Templates
Lightning/Classic: Click Setup | In the Quick Find | Search and Click "Email Templates."
Drop down the folder list and select "Blackthorn | Payments".
Open either the HTML or Text version of Receipt.
Click "Edit HTML" version.
Add your new formula field,
Opportunity Nameto the email template as a merged field.
- On the Activity History related list of the Transaction record, click Email.
- To change formatting type, click Switch to Text-Only or Switch to HTML.
- Click Select Template and select the Transaction Receipt (HTML or Text).
- Complete the fields.
- Click Send.
If you have received an error regarding email receipts or have a question, please view our Blackthorn | Payments Troubleshooting and Frequently Asked Questions. If you still have questions about your Email Receipt, please contact Blackthorn Support. We're happy to help!
Updated 12 months ago