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Connect Update: Advanced Notice of System Receipt Changes

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  • Connect Update: Advanced Notice of System Receipt Changes

    *** Update Sunday June 11, 2017: This update did not complete in a timely manner & has been postponed to Sunda, June 18. No changes were made to the platform.

    Date: June 9, 2017

    Update:


    On Sunday, June 11, 2017, we will be updating the Connect & API core platform. A maintenance window has already been announced in regards to this update (see: https://forums.clickandpledge.com/fo...-2017-4-00-a-m)

    The new update will replace the existing "System" receipt with a fully customizable receipt that may be changed in the Connect Receipt builder. The following is a small image of what the receipt will look like:

    Click image for larger version  Name:	DefaultReceipt.jpg Views:	1 Size:	26.9 KB ID:	33364

    If you are using the Connect receipts for all your campaigns, this update will not make any changes to your designed receipts, but if you are NOT using the custom receipts and are relying on the SYSTEM receipt then the new receipt will replace your receipts.

    The new update offers a lot of flexibility on how the receipts may be sent. A new option will be available in the Receipt section allowing for default values to be set:


    Click image for larger version  Name:	ReceiptSetting.jpg Views:	1 Size:	12.5 KB ID:	33365

    Through the new feature you will be able to set the following actions:
    • Patron Receipt default value
    • Internal notification receipt customization with option not to send internal notification
    • Setting a different designed receipt for donations coming through a fundraiser
    • Sending the fundraiser a notice or a copy of the receipt. Fully customizable receipts may be set to be sent to the fundraiser.
    Each receipt may be set to be a different design with different content.

    This update will go live on Sunday June 18, 2017 at 4:00 a.m. ET. A short downtime has already been scheduled given the changes that need to be made to the primary reporting & receipt services.

    Please let us know if you have any questions. Detailed announcement & release note will be made available once the features are public.
    Last edited by CnP.Support; 06-20-2017, 10:59 AM.
    Regards,
    Click & Pledge Support Department

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