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  • Success/Decline/Error messages and other FaaS questions

    I am setting up my first FaaS form and while the form seems to be working just fine, I do have a few questions that I haven't been able to find answers to.

    First, I set up the Success/Decline/Error pages and they do appear correctly, depending on the form submission, but I'm wondering if there is a way to add code to the body of those pages that will then print a message to the user, especially if the Error or Decline page appears. When looking at the online documentation for FaaS, it looks like there might be more set up information for these pages, but I'm just not sure where. The documentation (http://manual.clickandpledge.com/Form-as-a-Service.html) says this: "The above links instruct the FaaS service what page to respond to when a card authorizes, declines, or when an error is generated. Details of how to setup a page as well as examples are provided in the following sections." But I don't seen any following sections on these pages.

    And second, how are required fields dealt with on these forms? I don't see anything in the documentation and there is nothing in the example forms. When the form is submitted without one of the fields, it responds with the error page and I see "/err=Firstname%20required" in the URL, but how can this be passed along to the user, or better yet, be checked in-page when submit is hit?

    Lastly, there seems to be a default receipt set up for the account and that is what I'm using for this form. However, if I wanted to create a custom receipt for this form, how would I go about creating the new receipt and connecting it to the form?

    Thanks for any help.
    The form is online here, set to OrderMode of test: https://coastalfisheries.org/fishforever/


  • #2
    Good day @betyonfire

    Glad to hear that the FaaS form is perfectly set and all the landing pages are working great.

    Actually, we are quite confused about the first question regarding the landing pages. Adding the code to landing page’s body, yes, you can always add content or any code as per your requirements, because these landing pages are your’s and you can control it in any way. We might be misunderstood your question. If so, can you please elaborate what exactly the need is.

    Regarding your second question, Errors will be posted back as a URL parameter under err={fieldname and error}. But, we always recommend to validate the form right on the page by using Jquery library and other additional validation libraries from the internet. This will help reduce the load on our API and the form will show the errors for required fields right beside the field of your form, in the same way for maximum and minimum character limits, invalid emails, invalid phone fields, etc. If you still want our API to validate, then you can always parse the value of URL parameter err= and can show it on your error page, but this can only be done by custom JavaScript.

    How to create receipt: http://help.clickandpledge.com/custo...ticles/2450194

    If you assign the Receipt GUID to the FaaS form that receipt will go out (See screen shot below). If you assign a "Connect Campaign Alias" without Receipt GUID then the receipt assigned to the "Connect Campaign" will go out (in this case you will need to create a Campaign in Connect and assign the respective receipt to that Campaign).

    Click image for larger version

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    Hope that helps. Let us know if we can 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/
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    Comment


    • #3
      Thanks for your reply. In my first question I was looking for documentation about how to display the errors from the URL on the page, but I've solved that myself.

      I added error checking, so that is all set.

      As for the receipt, I created a new one and assigned it to the form. The new receipt is sent to the user filling out the form, but the default receipt is still sent to the form owner. Is there a way to have the new receipt used for any emails generated from this form?

      Comment


      • #4
        Good day @betyonfire

        What do you mean by form owner? are you referring to the organization member? Would you please share the order number and the default receipt he/she is receiving?

        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
          Yes, I guess I mean the organization member. Two emails are sent when the form is filled out -- one goes to the person filling out the form and the other goes to the email set up on the Click and Pledge account, so that is probably the organization member. I have the receipt GUID on the form set to the new receipt I created (37489eb5-93de-4f95-9ce1-e002ccc39b29) and that sends out fine to the user filling out the form. However the organization member is receiving the only other receipt in the account, which is called System Default (ffecc019-45e5-4e30-b1dc-791625f0f02b) instead of the new one.

          I have tested this a few times. Some of the order numbers are 27704-1709291101029071111, 27704-1709290922196601111, 27704-1709291258520331111.

          Comment


          • #6
            Good day @betyonfire

            The reason for organization member receiving other receipt because of the following settings:

            Click image for larger version

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            You will need to change the Template under "Internal Notification Template" but please note that the members listed under "Internal Email List" will receive the same receipt for all of the transactions process through this account.

            Hope that answers your question. 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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