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  • Terms & Conditions are showing on campaign page

    We want to include T&C on the receipt only but the system will not allow the show on receipt box to be checked unless the box allowing the T&C to be shown is; however, doing so means that the T&C show up on the payment processing page. We want to include a members-only link in the T&C so we want the T&C to show on the receipt only after they've purchased the membership. Is there a way to do so using T&C or, alternatively, do you have another suggestion as to how to get something only on the receipt for our membership campaign pages?

  • #2
    You have posted in the Legacy Forms & Portal group, but I see from your site that you are using Connect pages - is this a Connect form or a Portal form?

    The Terms and Conditions was primarily added as a feature for the organization to provide way of checking a box to acknowledge a set of Terms & Conditions. There's no reason you can't just open the 'Basic Elements' in the Receipt Builder, drag in a paragraph tag, and type in the Terms & Conditions. You can always clone an existing receipt, add the paragraph, and customize that Campaign to receive that receipt instead of the receipt you use most often.

    Will this work for you?
    Regards,
    Click & Pledge Support Department

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    • #3
      I hadn't thought of doing that, thanks!

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      • #4
        Wait, just realized that still doesn't solve the problem of the T&C being displayed externally on the Connect campaign page. We only want it on the receipt but that option is tied to having it viewed externally, you can't choose just having it show on the receipt.

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        • #5
          Good day @Jennifer

          As of now, it is NOT possible to display the T&C only on the receipt. It will display on the payment page as well as on the receipt. However, in your case, you may add a paragraph into the Connect receipt template where you may add T&C as text but please note that this will be static text and will be sent for all the transactions.

          Click image for larger version

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          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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          • #6
            I tried that and it didn't work; the paragraph is there on the Members Only receipt builder but it doesn't show on an actual receipt. Attached is a snip of the receipt builder, a receipt that came through for a membership and the campaign setting showing the Members Only template selected.
            Attached Files

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            • #7
              Good day @Jennifer

              Strange! I see the paragraph included in the receipt template. Would you please share the order number so that we review it?
              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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              • #8
                There have been several but here are just a couple to help with the troubleshooting: 20940-1807161809420879157, 20940-1807161316359667677 and 20940-1807161315294907677.

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                • #9
                  Good day @Jennifer

                  Please see:

                  Click image for larger version

Name:	Receipt Settings.jpg
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                  As you can see the receipt template 'MEMBERS ONLY' has been assigned for Patrons Receipt NOT for Internal Notification Template which is the reason you don't see that message in your Internal notification email.

                  Hope that answers your question. Please check and let us know if we can be of any further assistance.
                  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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                  • #10
                    Yes, it does. I figured I was missing something. Thanks so much!

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