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  • Autoresponder doesn't fire for echeck transaction

    Hi,

    We received a donation via echeck and on the transaction detail page, it says
    CHECK IS NOT VERIFIED
    And our autoresponder for the donor hasn't fired. Is that because the check is not verified yet? Is there anything we are supposed to do for echecks? Sorry I couldn't find information anywhere else.

    Thanks for your help!

  • #2
    Good day!

    The message you are seeing in the receipt regarding the check is the standard message sent by the gateway when an ACH (eCheck) is being processed. While credit cards have an immediate & automatic authorization with deposit guarantee, if authorized, the ACH is not verified or guaranteed. A check may bounce for insufficient funds or bad routing number, account number, etc. In other words the information provided by an ACH transaction cannot be verified in real time and as such it is stated in the receipt.

    Autoresponders are sent when a transaction has completely posted to Salesforce. This has nothing to do with ACH or the payment method but is related to the C&P Temporary Contact. Is the transaction in the Temp? Autoresponders do NOT trigger if the transaction has not completely been processed with a Contact. The designer uses the Contact fields for its information and as such requires a contact before being sent. Please check the C&P Temporary Contact and see see if the transaction is there.

    Hope that helps.
    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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    • #3
      Thank you. After all, I found that I didn't check the e-check checkbox when I created the autoresponder. Now it is solved. By the way, is it possible to make the system fire the autoresponder for a donation it didn't send an autoresponder retroactively? Thank you very much!

      Comment


      • #4
        Good day!

        While anything you can think of is possible, given we simply type what we want to do and the computer does it, the issue is do you really want to do it and what are the unintended consequences.

        In this case you had not set up the Autoresponder to be sent for ACH and now you have activated it. How should the system decide which ones and for how far back it should go? It can get tricky! automation to this level can cause havoc.

        Glad to see it working.. we are always working on adding automation to the system but at times we have to think what happens when someone upgrades!
        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
          Thank you for your reply. It is just one donation, so we will do it manually. And moving forward the autoresponder is set, so it should be fine. Thanks for your help!

          Comment


          • #6
            Good day!

            May I ask you for a big favor?

            Please do not do it manually-- we want to know what is wrong. If it happens to you it will happen to others and since it is the first time we have seen this we really want to fix it.

            If you can simply hang in there by Monday I promise we will get back to you.
            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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