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  • Minimum required fields to process transaction

    Hi there,

    I have two somewhat related questions:

    First, what minimum information is required to process a transaction? From the looks of it, the donor does not actually need to provide his/her billing address, just the name on the card, the card number, the card security code, and expiration date. Is this correct?

    Assuming the above is correct, I have a follow-up question. When a new contact is created in Salesforce following an approved donation, that contact's record type is Targeted Donor (per our settings). Within this contact record, there are several fields, such as phone number, mailing address, etc. I can create these fields in our form on the website, but how would I then go about making sure that C&P accurately maps the answers from the form on our website to the fields in the contact record?

    Finally, a follow-up to my second question. Say that I was able to figure out how to map custom questions from the form on my website to the Salesforce fields in the contact. If an individual who has made a donation before (and who thus has an existing contact record) donates AGAIN, but this time provides a different phone number, for example, will the phone number field in Salesforce get updated with the NEW phone number that was used during this most recent transaction?

    What I am getting at: on our form, we'll provide optional fields for the donor to tell us his/her address, so that we can send them a physical thank-you card. If the donor moves and makes a donation from his new address (and chooses to provide us with the new address while making the donation), will the information get updated in Salesforce? Our main concern is just always having the most up-to-date information possible.

    Thank you!

  • #2
    Good day!

    I will answer your questions by first listing your questions:

    First, what minimum information is required to process a transaction? From the looks of it, the donor does not actually need to provide his/her billing address, just the name on the card, the card number, the card security code, and expiration date. Is this correct?

    REPLY: Please refer to the following page: http://clickandpledge.com/Platforms/Donation-Payment/API/FaaS/ - the first example titled: Example Base. To process card the fields listed are the least number of fields required by FaaS & the API platform to process.

    Assuming the above is correct, I have a follow-up question. When a new contact is created in Salesforce following an approved donation, that contact's record type is Targeted Donor (per our settings). Within this contact record, there are several fields, such as phone number, mailing address, etc. I can create these fields in our form on the website, but how would I then go about making sure that C&P accurately maps the answers from the form on our website to the fields in the contact record?

    REPLY: The billing address is always mapped to the address information in Salesforce. When a new contact is added the application will take all the billing information and if provided, the shipping information to the Work Address and Other address of the Contact.

    Finally, a follow-up to my second question. Say that I was able to figure out how to map custom questions from the form on my website to the Salesforce fields in the contact. If an individual who has made a donation before (and who thus has an existing contact record) donates AGAIN, but this time provides a different phone number, for example, will the phone number field in Salesforce get updated with the NEW phone number that was used during this most recent transaction?

    REPLY: You said you have 2 questions but now this is 3 questions - We do NOT update any contact record since we never know what our clients want and as a result we play it safe. We add the new address to the contact alias record which is a related list and custom object of our application. You may copy the alias record by simply clicking on the alias and follow the screen. You may choose which fields to update but we don't do it automatically.

    Click image for larger version

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    The above is an example where the contact is Pepe Le Pew and in another transaction he used "Lover Boy" Le Pew as his name. The address is the same- if we detect a change we place the new information as an Alias.

    What I am getting at: on our form, we'll provide optional fields for the donor to tell us his/her address, so that we can send them a physical thank-you card. If the donor moves and makes a donation from his new address (and chooses to provide us with the new address while making the donation), will the information get updated in Salesforce? Our main concern is just always having the most up-to-date information possible.

    I believe the above satisfies what you are looking. Please let us know if we can answer any other questions you may have.
    Regards,
    Click & Pledge Support Department

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