Recipe - Giving Receipt System Email Shortcodes

Skill level: Intermediate

Organization: My Well Ministry

Requires Rock: 1.16.10

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{# strip images & classes from the HTML but otherwise leave structure #}

This Recipe uses two shortcodes to populate the giving reciept email depending on whether the payment was a contribution or a payment.

The problem is when the system gives a receipt for a scheduled payment but there is no option in Rock to determine what kind of payment it was. The Email template itself give limited information to work with, but does give account Ids, so we can determine the language in the email based on whether the account is taxable or not.

This receipe pulls in if the First account the person paid was tax deductible. Using that determines if it is a gift or payement.

You can change any verbage in the paragraphs that you need changed.

Shortcode 1: The Email Subject

Name: Giving Receipt Subject

Tag Name: receiptsubject

Tag Type: inline

Short Code Markup

    {%- financialaccount id:'{{accountid}}' securityenabled:'false' -%}
        {%- assign isGift = financialaccount.IsTaxDeductible -%}
    {%- endfinancialaccount -%}
    
    
    {%- if isGift -%}
        Giving Receipt from {{ 'Global' | Attribute:'OrganizationName'}}
    {%- else -%}
        Payement Receipt from {{ 'Global' | Attribute:'OrganizationName'}}
    {%- endif -%}

Parameters:
Key: accountid

Enabled Lava Commands: Rock Entity

Shortcode 2: The Email Body

Name: Giving Receipt Body

Tag Name: receiptbody

Tag Type: inline

Short Code Markup

    {%- financialaccount id:'{{accountid}}' securityenabled:'false' -%}
        {%- assign isGift = financialaccount.IsTaxDeductible -%}
    {%- endfinancialaccount -%}
    
    
    {%- if isGift -%}
    

        Thank you {{ FirstNames }} for your generous contribution. Below is the confirmation number and 
        details for your gift.
    
    {% else %}
        

        Thank you {{ FirstNames }} for your payment. Below is the confirmation number and 
        details.
    
    {%- endif -%}

Parameters:
Key: accountid

Enabled Lava Commands: Rock Entity

The Email Template

Find the Giving Receipt System Communication Template

Replace subject line with this code:

{[ receiptsubject accountid:'{{ Amounts[0].AccountId }}' ]}

Replace the paragraph in the body Between the header and the Confirmation Number with this code:

{[ receiptbody accountid:'{{Amounts[0].AccountId}}' ]}