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  • Default System Receipt - Additional Merge Fields

    Hi,

    We need to be able to send default receipt to registrants for an event. We need to include the event information (name and date, at a minimum) in the receipt. But no merge fields exist for these. When can we expect to have these fields available? Their absence renders the receipt rather useless - it's a generic receipt that serves little purpose if the registrant can't associate it with an event expense. We need these fields - ASAP.

  • #2
    We also just discovered that the new receipt templates do not have event fields (or at least I can't find them). Help!

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    • #3
      Good day!

      Sorry as of now there is NO Event merge fields included in the Connect receipts.

      However, Event has its own Email messaging features allowing for sending email with all the Event merge fields for each specific level or registrant. Please see: http://help.clickandpledge.com/custo...tration-emails

      Hope that helps. 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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      • #4
        Yes, I know Event has its own emails. What I wanted was the RECEIPT to have these merge fields, and I gather this won't be a feature anytime soon. Too bad.

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        • #5
          I too need a receipt that would include the event name. Has any progress been made on this issue since July?

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          • #6
            Good day
            Jennifer
            Member
            Jennifer

            If you are referring to the Salesforce Event and the Connect receipt, you may simply assign the Connect campaign to the event and design a receipt with Event name for that Connect campaign.

            The 2 applications are naturally different and as such fields need to be accommodating external apps and campaign integration is the most logical path.

            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

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            • #7
              The event is set up in Salesforce through Click & Pledge Events; it is not built within the Connect platform. It seems that both systems use the same default receipt so I added the campaign field to the receipt. For the campaigns that were set-up in Connect, it works; for those that are set-up in Events, it does not.

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              • #8
                Good day
                Jennifer
                Member
                Jennifer

                It is not designed to work the way you are using it.

                One way to do it is:
                1. Create a campaign in Connect for this Event.
                2. Create a receipt in Connect and assign it to the Connect campaign. This receipt is the one you custom design for this event.
                3. In Salesforce Event, in the BASIC page, assign the Connect campaign to the event.
                Please note that Connect is not supposed to be the sender of this information. You may use it as described but event has its own custom email designer and designed to send its own email.

                Click image for larger version

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                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

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                • #9
                  I didn't set it up to send those receipts, it seems to be an internal function as this is the only place receipts are mentioned in Events (under Default Settings): Click image for larger version

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                  Other than producing receipts with the event name on them, why would one set-up a campaign in Connect, a campaign in Salesforce and and event in Salesforce when you really only need the last two? Are there other benefits/reasons why it would be a best practice to do it as you advise?

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                  • #10
                    Good day
                    Jennifer
                    Member
                    Jennifer

                    The option is set to send receipts through Connect. If you set that up the transaction that posts will trigger a Connect receipt. You may send the Terms & Conditions as well as Receipt header with that receipt.

                    One idea that may help you with this. Set the receipt to go out and then add the event name in the "Receipt Header". This actually can do what you want.

                    Then in Connect receipt add the "Receipt Header" to your receipt. Whatever text you pass as the receipt header will show up on the receipt and if blank nothing will show.

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                    The HEADER is designed to have external information be posted to the receipt in real time. This actually does the trick.
                    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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                    • #11
                      Thanks for the suggestion, I will give it a try.

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                      • #12
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                        I looked at this but if I type an event name in the header, it will show on every receipt; w e have multple events and campaigns running so that won't work. What I need is to be able to put the Salesforce campaign name that is tied to the Event in C&P Events in the header. Is that possible and, if so, how?

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                        • #13
                          Jennifer
                          Member
                          Jennifer

                          Remember that each event has its own HEADER. In this case you can simply add the text for each event in their respective header box.

                          In your case this works exactly as you want.
                          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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                          • #14
                            I got you now...I think. I'll try it again.

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                            • #15
                              That worked, thanks so much! But now I have another question. I signed up for one of our free events to test my fix but now am unable to delete myself which needs to be done to free up that ticket for someone else. How do I do that since there is no charge to refund?

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