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  • Trouble setting up a simple donation form

    Hey there,

    We installed the C&P Gravity Forms add-on, and are running into some issues:

    1) What's the best way to create a simple donation form with a few pre-defined amount options and an option for user-defined amount? In order to accomplish this, it seems we have to set up two separate fields a product with radio buttons, and another user-defined field. Either rolls up to the total just fine, however, the problem with this method is that every donation is being added to Salesforce as two separate transactions one for each field. For instance If the user selects a pre-defined amount, the 'Other' field is added to Salesforce as a $0.00 contribution. How can we avoid this?

    2) I can't manage to get the C&P SKU or the Primary Campaign Source to transfer over to Salesforce, which is a problem as we have autoresponders set up based on both of those fields. Custom questions don't seem to work. Any ideas?

    3) What's the best way to use checkboxes with custom questions? We want checkboxes on the donation form to correlate with checkbox fields in Salesforce. However, if we use the check box option, all of the checkboxes transfer over as one field, rather than separate fields. Since we can't base custom questions on "Answer contains", we're lost on how to proceed.

    For reference, you can see our dev page at: http://new.truecolorsfund.org/donate

    Thanks in advance,
    Joe

  • #2
    Good day @JoeMoran,

    Here are the answers to your questions:

    Have you seen our manual: http://manual.clickandpledge.com/Gravity-Forms.html

    The SKU assignment is defined clearly in the manual with steps to follow. Is the SKU set up per instructions?

    Checkboxes are values that are posted by the form with their value if checked. If not checked then the value will be NULL. Have you created the form?

    The data is in C&P Data once posted. It is the best place to see what data has posted. If you can do a transaction and give us the Order Number we can help you see the answers.

    Let me know if answers your questions.

    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
      Hi there,

      I have seen the manual, but it did not seem to answer my questions, hence why I posted in the forums.

      I set up the SKU based on the instructions and it did not seem to work. I also do not see any documentation about Primary Campaign Source?

      My question about the amount fields has not been addressed.

      I understand that checkbox values are null if not checked, but that is not the problem I am having. My issue is that all of the checkbox values are coming through to Salesforce as one field, rather than multiple fields. It is then difficult to update individual checkbox fields in Salesforce. Does that make sense?
      Last edited by joemoran; 07-14-2015, 02:18 PM.

      Comment


      • #4
        Good day @JoeMoran,

        I think the best thing to do is for us to login to your account and see your form and settings. Gravity Form is not easily debugged using text and descriptions.

        We will login to your account and review your settings and the form and figure out the answer. We will then post images of how to do this so you can do it in the future.

        I am sure there is something wrong with the way it is set up in your instance.

        Please do NOT send the information here. We need the login information sent as a ticket in our help desk (http://help.clickandpledge.com)

        Once we have the info we will proceed.
        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


        • #5
          Just submitted the ticket. Thanks in advance!

          Comment


          • #6
            Good day!

            We reviewed your instance and resolved the SKU issue as shown below.

            You had done the SKU assignment incorrectly. What you had was:

            Click image for larger version

Name:	wrong_way(old).jpg
Views:	29
Size:	21.0 KB
ID:	17942

            The correct way - as it is fixed in your instance- is as shown below:
            Click image for larger version

Name:	Correct_way_of_assigning_SKU.jpg
Views:	23
Size:	33.9 KB
ID:	17943

            Please review your instance and check the results in Salesforce. Let us know if this works as you expect it.

            As for the custom question with multiple checkbox:

            GravityForm default behavior is as is seen currently. We have made the modification in our code to post these questions as separate question answer pairs and is currently under testing. Once released we will release it WordPress.org as an update. This new behavior will be work as you are requesting in Salesforce. Hope that helps.

            Please let us know if we can be of any further assistance. We will update this thread once the new GravityForm has been released. It will be tomorrow if it passes our testing team.
            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


            • #7
              Thanks for your reply re: the SKU and checkboxes. I look forward to the release of the new Gravity Forms add-on. However, I've not yet seen a response to my first question:

              1) What's the best way to create a simple donation form with a few pre-defined amount options and an option for user-defined amount? In order to accomplish this, it seems we have to set up two separate fields a product with radio buttons, and another user-defined field. Either rolls up to the total just fine, however, the problem with this method is that every donation is being added to Salesforce as two separate transactions one for each field. For instance If the user selects a pre-defined amount, the 'Other' field is added to Salesforce as a $0.00 contribution. How can we avoid this?

              Thanks in advance!

              Comment


              • #8
                Good day!

                Once we finish the test of the new feature you requested and take it live we will also create the form for you so you can see how it is done within the GF.

                Just give us a day to release this feature then we fix it
                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


                • #9
                  Thanks again for your quick reply. Re #1, I think it would be especially helpful if you just added an 'Enable Other' option to the Click & Pledge radio button field. Right now, it is not an option, which is why we need to create another field (which is creating the duplicate transaction record.)

                  For reference, here are the two fields side by side:


                  Attached Files
                  Last edited by joemoran; 07-15-2015, 03:12 PM.

                  Comment


                  • #10
                    Good day @JoeMoran,

                    We have identified the problem and are trying to find a solution for it. The issue is GravityForm treats a radio button and the OTHER field as 2 separate products and posts both of them to the basket, one with $0 and one with the amount.

                    It is a bit tricky and we are working on it. We have to figure out a way to identify an OTHER field and make an exception where if the OTHER field posts the related item with $0 should not post.

                    Please give us a little more time to come up with a solution.

                    Sorry - as stated before we simply integrate with the payment backend of these applications and usually don't (or can't) change their flow process as to how they post the information to the "payment processor". I am sure we can find a solution.. just have to work on it a bit longer.
                    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


                    • #11
                      We would rather only use one field, not two. As I mentioned above, the Click & Pledge radio field doesn't offer the 'Enable Other' functionality. However, the native Gravity Forms radio field does. Is there any way we can just use the native Gravity Forms radio field functionality? That would solve the issue...

                      Comment


                      • #12
                        Do you have an estimate on how much more time it's going to take? I need to know if I need to make other arrangements for our site launch.

                        Comment


                        • #13
                          Good day!

                          Our test team is testing it now. We expect a release tomorrow - July 17, 2015.
                          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


                          • #14
                            Good day @JoeMoran,

                            Please see: http://forums.clickandpledge.com/for...ease-2-100-008

                            We just released the GravityForm with the requested features.

                            In your post you indicated that we should use the radio button of GravityForm. I believe what you are referring to is the "Standard" radio button option which is NOT a "Price" option. The standard options are simply text options and do not post to the payment connector. The Radio Button option in the "Price" section is not one of our objects but is a standard GravityForm field. Its behavior is exactly as you have seen.

                            We had to do a trick to make the behavior match what is logically correct. The trick is to add the value of the Field ID of the OTHER field to the value of the radio button option for OTHER field as is shown in the release notes. We battled with many ideas but we believe this is the most intuitive hack that can be explained to users.

                            Please test it and let us know how it works in your instance.
                            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


                            • #15
                              I've been following this along because I was having the same issue. Unfortunately, this solution (unless I'm missing something) still calculates the negative dollar value in the TOTAL field. So, a $75 donation would display as $74 in the total (assuming you entered -$1 for OTHER). I haven't tested to see if the TOTAL field is passed through to processing or, like you said, the negative dollar amount is simply ignored. If the latter is the case, the TOTAL field still needs to be fixed. If it's the former, I think you could use a conditional to add a $1 shipping fee if OTHER is chosen and then hide the field through CSS.

                              Comment

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