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Need Help with Editing Checkout pages

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  • Need Help with Editing Checkout pages

    I want to change my custom questions and contact field text. The custom questions I created are not showing up on the page. Color and heading edits I have been making are also not showing on page, but are in the edit section.

    I want to change the in memory/ in honor of contact field text. How do I do this?

  • #2
    Good day [email protected]

    May I have the link to the page you are using? It is hard for us to figure out what is going on without seeing the actual page, given all the different forms you may be using.
    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/
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    • #3
      Here is the link https://co.clickandpledge.com/advanc...aspx?wid=67041

      The header photo is now correct. I basically want to change the text of the contact fields for the In memory or in honor section. I want to reword how it asks for the name and email of the recipient, instead of "Please give the name of the recipient," I want it to reflect acknowledgements and say "Please give the name of the person you would like to send acknowledgement of this gift." We want to make this change because one of our donors gave in memory of someone who passed and listed the deceased person's name and email address as the recipient of the gift. A receipt email was sent to the deceased person's email address. To make this less confusing for users, we wanted to clarify that that is actually where acknowledgements are sent. I tried to add custom questions clarifying that, but they appear on the checkout page, not on the contact field step. If there is another way to change the text that is already on the contact field for the recipient of the gift?

      Comment


      • #4
        Good day [email protected]

        Thank you for your prompt reply.

        I am curious if you are aware of the Connect platform? The form you are using is a legacy form and as such not as flexible.

        Please see: https://connect.clickandpledge.com/O...oundation6322/

        Your page is set up but seems not to have been updated & customized. If you wish to learn more about the Connect platform please see: http://help.clickandpledge.com/custo...nnect/articles

        In Connect you will be able to do a lot more. We also have a couple of webinars scheduled to discuss the release 2.0 of this platform in August. You may subscribe to them here:

        Dates & Times:In the Advanced Checkout Page, that you are using, the "In Honor of" cannot be changed but custom questions may be added as you wish. If you wish to use the Catalog page I suggest that you disable the "In Memory or In Honor of" fields and add your own custom questions exactly as you want it.

        Please let me know if you need any further 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

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        • #5
          Thank you so much! For short-term purposes, I have removed the default in memoriam/honor of question. I went ahead and added custom questions to the check out page. How do I make sure the email address and name entered in the questions I created is who/where an acknowledgement email/receipt is sent?

          Comment


          • #6
            Good day!

            For custom questions, acknowledgement email/receipt won't send automatically. The above workaround is to get the information (name and email of recipient ) through custom questions and sending it manually.

            Let us know if we can be of any further assistance.

            Thanks,
            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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