Announcement

Collapse
No announcement yet.

C&P Connect Campaign Form Builder

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • C&P Connect Campaign Form Builder

    I'm using the Form Builder on C&P Connect to create a new donation page for my organization. I would like to add a section where donors can indicate if their gift is "In Honor" or "In Memory" and then a field to indicate that persons name. How do I add new fields to the form? Can I create a drop-down box to select "In Honor" or "In Memory" of? If this is possible, my next question is, how do I link them to integrate into Salesforce?

  • #2
    Good day [email protected]

    The form is nothing but a reflection of the campaign. Custom questions may be added to the campaign in all the typical formats, e.g. radio button, checkboxes, text box, multi-line text box, and pick list.

    Once you define the custom question they will show up on your form.

    As far as Salesforce is concerned you will need to create custom mapping > Custom Question - see: http://help.clickandpledge.com/custo...custom-mapping

    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


    • #3
      Awesome. All of the worked except for one mapping field. I created an Honoree/Memorial field where donors can enter a name. When I go to map it, it's forcing me to enter text into the "custom text" field. How do I set it so that whatever the donor inputs fills that field? Should I use the Custom Question Map section for this?

      Click image for larger version  Name:	custom-mapping.png Views:	1 Size:	38.4 KB ID:	36963
      Last edited by [email protected]; 12-27-2017, 03:03 PM.

      Comment


      • #4
        Good day @[email protected]

        Yes, you will need to use the Custom Question Map instead of SKU Map. You may leave the answer field blank in order to replace with whatever donor inputs.

        Please check and let us know if you find any issues.
        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


        • #5
          Great. That is what I did. No donations have come in yet, but I will watch and see if it works properly. Thank you so much.

          Comment

          Working...
          X