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Memorial/Honorarium Option in Connect Platform Donation Forms

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  • Memorial/Honorarium Option in Connect Platform Donation Forms

    We would like to provide the option for giving a donation as a memorial or honorarium.

    This was pretty straightforward in the Legacy donation form setup, however, I can't seem to find it for the Connect forms or campaigns.

    Is there an option for this in the new platform?

    Thank you!

  • #2
    Good day egeist

    In the legacy forms, a feature existed in the advanced pages which had problem in the way it was designed. The problem in the design was its emailing the person to whom the gift was being sent and the email was also not customizable. The easyPages did not have this feature.

    In the current design you may easily do this by adding custom questions. The new custom questions are quite flexible and may easily be set up to do this.

    Hope that answers the 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

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    • #3
      Thank you for the answer!

      I looked at the custom questions and that could work if the section didn't require an answer.

      Is there a way to make custom questions optional?

      Comment


      • #4
        Good day egeist

        Of course-- mandatory is optional. If you don't check the box to make it mandatory the answer is optional.
        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
          Ok.

          I just want to be clear that we are talking about the Connect platform...not Legacy.

          I don't see where one can make custom questions optional in the Connect platform.

          In the Campaign Details, I see the Custom Questions.
          I can add a new Section there.
          Are the Custom Questions optional by default?
          Last edited by egeist; 12-01-2016, 11:40 AM. Reason: Edited for clarity

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          • #6
            Good day egeist

            Please see:

            Click image for larger version

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            Add a section then questions to the section.

            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/
            Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

            Comment


            • #7
              Ah, hah!

              That's great...thanks!

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