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  • Add a gift option field to the form

    HI, I am trying to understand how to pass the gift option - in memory of, in honor of - and have that information show up in salesforce.

    I know you have it as an option in the form you can create directly on your website but if I am using Faas what is the correct merge field between click and pledge and salesforce?

    thanks

  • #2
    Good day!

    The only way to do this is by passing this as custom question. Custom questions will pass to Salesforce as a related list and will be part of the transaction.

    To add custom fields you may add them in pairs as shown in the manual:

    http://manual.clickandpledge.com/For...ustomQuestions

    If you need help with this please let us know.
    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
      hello again so I added your custom fields to my test form but nothing is coming through to salesforce. Below you will find the code I inserted.

      thank you!

      <table id="CustomFieldList" border="0" cellpadding="1" cellspacing="1" style="background-color:Silver;width:600px;">
      <tr >
      <td colspan=2 style="text-align:center">CustomFieldList
      </td>
      </tr>
      <tr style="background-color:White;">
      <td align=right>FieldName
      </td>
      <td>
      <input name="FieldName" type="text" maxlength="20" size="40" value="Employer"/>
      </td>
      </tr>
      <tr style="background-color:White;">
      <td align=right>FieldValue
      </td>
      <td>
      <input name="FieldValue" type="text" maxlength="50" size="50" value="Good Company"/>
      </td>
      </tr>
      <tr style="background-color:White;">
      <td align=right>FieldName
      </td>
      <td>
      <input name="FieldName" type="text" maxlength="20" size="40" value="Occupation"/>
      </td>
      </tr>
      <tr style="background-color:White;">
      <td align=right>FieldValue
      </td>
      <td>
      <input name="FieldValue" type="text" maxlength="50" size="50" value="Good Job"/>
      </td>
      </tr>
      </table>

      Comment


      • #4
        Good day!

        The form field variables need have a numerical increment added to them. Please see the following entry in the manual:

        http://manual.clickandpledge.com/For...ustomQuestions

        The example provided:

        In case of multiple custom questions use a numerical suffix as shown below:
        <input name="FieldName1" type="hidden" value="Employer"/>
        <input name="FieldValue1" type="text" maxlength="500" size="50 />

        <input name="FieldName2" type="hidden" value="Occupation"/>
        <input name="FieldValue2" type="text" maxlength="500" size="50 />

        <input name="FieldName3" type="hidden" value="Place of Employment"/>
        <input name="FieldValue3" type="text" maxlength="500" size="50 />

        Hope the above makes sense.

        Please fix the form and try it again .. let us know if you are still having issues.
        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
          NO SORRY,
          nothing comes through at all...I don't even see a field where those values should show up within the sales force donation details...I am kind of lost

          Comment


          • #6
            Good day!

            Please email support so we can do a screen sharing and review your entire set up.

            We have to see the pages you have designed, the Salesforce setting, the version of PaaS in Salesforce you have installed so we can make sure all is in order.
            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
              I was just told by support that you are on version 3.x. What you are trying to do is only available in version 4.x

              Your account is apparently set for conversion and is in the queue for upgrade.
              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,
                I am trying to add the gift options - in memory of , in honor of - to a form as well. Will this work? Here is my code:


                <tr>
                <td align="left">This gift is in memory of </td>
                <td><input name="FieldName1" type="hidden" value="In memory of"/>
                <input name="FieldValue1" type="text" maxlength="500" size="30" />
                </td>
                </tr>
                <tr>
                <td align="left">This gift is in honor of </td>
                <td><input name="FieldName2" type="hidden" value="In honor of"/>
                <input name="FieldValue2" type="text" maxlength="500" size="30" /></td>
                </tr>
                <tr>
                <td align="right"><input id="FieldName3" type="checkbox" name="Anonymous" value="" /></td>
                <td>Please do not use my name in public materials.</td>
                </tr>
                <tr>
                <td align="left">Notes</td>
                <td><input name="FieldName4" type="hidden" value="In honor of"/>
                <input name="FieldValue4" type="text" maxlength="500" size="50" /></td>
                </tr>

                Comment


                • #9
                  Good day!

                  Yes- the fields you have listed should work for custom fields.

                  Custom questions in a form require 2 fields which need to be numerically separated from each other.

                  The 2 fields are:

                  - FieldName
                  - FieldValue

                  The FieldName will be passed on to the form as the question and the FieldValue is the text entered by the patron as the answer to FieldName.

                  If you have 3 questions then the fields should be named:

                  - FieldName1
                  - FieldValue1

                  - FieldName2
                  - FieldValue2

                  - FieldName3
                  - FieldValue3


                  What you have is correct and should work.
                  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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