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  • Custom Receipt for Recurring Transactions

    Hello C&P Support,

    Is it possible to configure C&P receipts so that different receipt templates go out to donors who are one time donors who are recurring?
    If not, how would one configure the receipts so that a recurring section is conditional and displays only if the donation submitted is a recurring donation?

    Look forward to hearing from you.

    Thanks.
    R

  • #2
    Good day @ronak@501partners.com

    As of now the receipts can be defined based on the Campaign NOT the conditional. If you are in Salesforce, you may accomplish the above using C&P Autoresponder feature where you have number of conditions based on that respective receipt template will be fired: http://help.clickandpledge.com/custo...ticles/1164739

    Hope that helps. 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

    Comment


    • #3
      Thank you for the prompt and detailed response.

      Does the setup in Salesforce allow us to define both the email and the attachment (receipt) that goes out? Is it possible to have separate content in both?

      Comment


      • #4
        Also, if we do use the configuration in Salesforce, can we turn off the notifications that go out from C&P Connect so as to not send multiple emails for the same donations/transactions?

        Comment


        • #5
          Good day @ronak@501partners.com

          Yes, you may attach the PDF to the C&P Designer Template which will be sent with the Autoreponder email.

          Yes, you may disable the receipts by selecting the NONE -DO NOT SEND RECEIPT under Patron Receipt.

          Click image for larger version

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          Please note that by selecting the above option, the receipts will NOT fire for all of your account transactions.

          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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          • #6
            Yes. This helps. Thank you!

            I will post here if I have any follow-up questions.

            Comment


            • #7
              Dear C&P Support,

              I came across this thread looking for answers to the same initial question, and I'm wondering if the C&P Autoresponder in SF is still the best solution, or if C&P has developed away to send different receipts for recurring gifts from within C&P Connect since the time this was posted?

              Thank you,
              Katie

              Comment


              • #8
                Good day @ksmith@parentingjourney.org

                Yes, in the above case, C&P Autoresponder in SF is still the best solution. As of now, there is NO way to send different receipts for a recurring transaction through connect.
                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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