Announcement

Collapse
No announcement yet.

Setting up memorial donation

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • Setting up memorial donation

    Is there a way to set up a donation page to include a donation in someone's honor/memory? Thanks in advance!

  • #2
    Good day @smoadmin,

    Using a classic page you may easily add a custom question to accomplish this. In the Catalog pages you have more options for the fields but our clients use the custom question for the "In memory" question.

    If you are designing your own forms as an API form you may post those as custom questions any which way you want.

    Hope the above answers your question.
    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
      Thank you. Yes, that answers my question!

      Comment


      • #4
        If you are using 'Gift in Honor or Memory of Someone' option on the Advanced page, is there any way to turn OFF the option that sends an email notification to the honoree?

        Thanks,
        Calista

        Comment


        • #5
          Good day Calista,

          No- that option was set up to send email since if you don't wish for it to send email then simply add the questions as custom questions and it will simply save the information. The fields in the "in memory of" are custom fields in nature but send email - adding them as custom question will give you what you are looking for.

          Please let us know if we can be of more help.
          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
            Thanks for clarifying how that works. Appreciate the response.
            Calista

            Comment


            • #7
              If one just uses the default in memory option, how is that information passed through the system to SF? I dont see any CQ or info on the transaction or opportunity that carries the type of honor and the persons name and to whom email was sent. (I dont really need the latter, but....)

              Comment

              Working...
              X