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  • FormAssembly connections

    Hi, I'm looking for guidance on how to connect an event registration form I made on FormAssembly (which has connectors to Salesforce) with payment through C&P. We're using FormAssembly due to the number of custom questions related to the event and would like registrants to be prompted to pay via Click&Pledge. I'm very much an accidental administrator of all these platforms so I'd love some support on how to set that up. Thank you!

  • #2
    Hi [email protected] ,

    Could you provide the link to the event registration form?

    Your FormAssembly form would need to function as a "FaaS" form, and would need to submit the required fields by either aligning the other form values to the expected FaaS fields.
    It will be rather involved, because you will need to create a bunch of hidden custom questions to pass the values required.

    You will also need to make sure your form is on a site with a current SSL, and add reCAPTCHA.

    Are you sure that your requirements go beyond what can be accomplished with our Event Management app?


    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

    Join us @ the educational webinars: https://clickandpledge.com/webinars/
    Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
    Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

    Comment


    • #3
      Here's an example of a FormAssembly connector set up for FaaS forms, but of course, your mappings will differ:

      Click image for larger version

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      Regards,
      Click & Pledge Support Department

      On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

      Join us @ the educational webinars: https://clickandpledge.com/webinars/
      Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
      Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

      Comment


      • #4
        Hi Support, thanks for your patience. My organization is still in the process of figuring out what they want on the form as far as attendee questions. This is the form I've been working on: https://www.tfaforms.com/4943868/.

        In the past, we've had respondents to this form be rerouted to a C&P Connect campaign form where they select their ticket price based on the whether or not they see their organization's name on that drop-down menu in the first section. You can imagine that lead to so many people just ignoring that payment step and assuming themselves registered, prompting us to have to track them down and do a lot of manual follow-up. I'm trying to avoid that this time around. I understand it's pretty involved to keep it all on one form, but I'm willing to try if it means being able to keep the payment plus all these custom questions in one place, in addition to needing to add respondents to specific Salesforce campaigns based on their answers, which I'm more comfortable doing from FormAssembly.

        Thanks in advance for further guidance and support.

        - mark

        Comment


        • #5
          [email protected],

          I highly recommend that you consider using our Event Management app in Salesforce for this. Building everything you will need in FormAssembly to connect to C&P payment processing would typically be a steep learning curve for a nonprofit IT person or require a consultant to assist. We do have a list of consultants that are familiar with our apps on our Partners page.

          Event Management would likely be easier to manage long term. We are hosting a webinar on Donor Management and Event Management today, or you can review a prior recording of a similar webinar in our Webinar Archive: Donor Management and Event Management Webinar

          Event Management can accommodate all the questions on your existing form except a way to upload "proof of vaccination". You can add "Terms and Conditions" to the Event Management registration form, where you can require registrants to agree to provide proof of vaccination, and you could also modify the registration confirmation with a link or other instructions for how to provide proof of vaccination.

          Should you decide to stick with the Form Assembly route, the screenshot from Form Assembly provided above, the description of Forms as a Service (FaaS), and the list of FaaS Form Field Names in our manual is the best place to get started. Be sure to set up reCAPTCHA on any payment form.

          Regards,
          Click & Pledge Support Department

          On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

          Join us @ the educational webinars: https://clickandpledge.com/webinars/
          Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
          Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

          Comment


          • #6
            Hi Support, thanks for the webinar recommendation. I do think building this out in Events Management might be the way to go. One initial question: can you point me to any resources about mapping custom questions that lookup to account records on Salesforce?

            Essentially, I want to add a custom question where the registrant can enter the name of their Primary Affiliation (account), and either a) link the contact to that account record if the affiliation doesn't already exist, or b) create that account and subsequently create an affiliation between that account and the contact.

            Comment


            • #7
              [email protected],

              Custom Mapping documentation: Donor Management with Salesforce: C&P Settings - Custom Mapping

              You can certainly ask a custom question for the Company Name, and map it to a text field on the Contact or the Account. A bigger issue is that you want to map that value to the Contact's Primary Affiliation field, which is NOT a text field, it is a lookup field.

              Currently, our apps do not have a way to map to lookup fields. Your best option is to map to a custom text field, and then use that as a reference to manually fill in the lookup field.

              Here's why:
              Lookup fields are ways of connecting a record on one object (in this case, Contact) to a record on another object (in this case, Accounts). But, while you see the name of the related record in the lookup field, that's not the data that is actually stored on the record - the data recorded behind the scenes is an ID value for a specific record: something like "0011300001e4fpAAAQ"
              Let's say Joe Smith works for IBM, and he fills out the form and enters "IBM" as his company. In Salesforce, your account for IBM is listed as "International Business Machines, Inc.". Or maybe you have one account recorded as "International Business Machines" and another as "IBM".

              In either case, there's no way for an automation to know how to handle the situation. How would it know that International Business Machines is the same as IBM? If there are two accounts that match the answer from the form, which one does it use?

              That doesn't even consider where Joe was in a hurry, and mistyped his company name (obviously that would be hard to do with IBM, but you get the point)

              Which is why lookup fields store the ID in the background, rather than the record name - it guarantees that the Contact is related to a specific account, represented by a single account record. You might have both an International Business Machines account and an IBM account, but they still have two different IDs.



              Regards,
              Click & Pledge Support Department

              On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

              Join us @ the educational webinars: https://clickandpledge.com/webinars/
              Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
              Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

              Comment


              • #8
                Hi friends, thanks for your continued support on this. I'm going through the event building process and creating the custom questions. I'm confused about:

                Click image for larger version

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                What is this for exactly? I already have it set up that these questions are asked for every Attendee. Why is it being asked for again, and who is it applying to? What does the "copy from" mean, and what is the "others" option?

                Thanks,

                Mark

                Comment


                • #9
                  Good day @[email protected]

                  Please note that there is always one person that is doing the registration and is the contact person for the registration. A form is being filled by "a" person and not all the attendees and if the attendee & registrant are the same, a single checkbox at the top copies all the attendee information to the registrant so there will be no need for the person to enter the info twice. In case of a person (Registrant) is not the Attendee, you can select the "Other" and fill in the information.

                  Upon the client's requests, we have included the option "Copy From" because in some cases the Attendee is also a Registrant, and to avoid typing the same details multiple times that option is included.

                  Hope that answers your question. Please let us know if we can be of any further assistance.
                  Regards,
                  Click & Pledge Support Department

                  On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

                  Join us @ the educational webinars: https://clickandpledge.com/webinars/
                  Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
                  Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

                  Comment

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