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Is it possible to manually update the meter?

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  • Is it possible to manually update the meter?

    We have a campaign going using a connect page with a meter. We have received donations through the mail for this campaign. Is there a way to update the meter on the connect page to reflect contributions that have come in for the campaign through a source other than C&P?

  • #2
    Good day @Be in Health

    There is no way to update the meter manually but you may accomplish the above by processing transaction through Connect Virtual Terminal by selecting the respective Campaign and using custom payment type as a payment method.
    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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    • #3
      I know this is an old thread but perhaps someone will can still help. I am trying to do just as suggested here; "processing transaction through Connect Virtual Terminal by selecting the respective Campaign and using custom payment type as a payment method." However, in my connect virtual terminal, there isn't an option to use a custom payment type. Only credit card. How do I add the custom payment type option?

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      • #4
        Good day @dschettler

        You may add the above payment method in the VT Settings under Virtual Terminal. Please see:

        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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        • #5
          If you process a payment for a check you receive in the mail through the virtual terminal, is there any additional charges by entering it into Salesforce this way?

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          • #6
            No, there are no additional charges. Since it uses a payment method as custom payment type it won't charge any amount.
            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
              On a different topic, I am creating a new campaign in Click and Pledge that requires a custom question. However, I am only given the option of "create new section" and not "create new custom questions". Screen shot attached. Click image for larger version

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              Any information would be greatly appreciated.

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              • #8
                Good day @lselden

                Please note that without creating the section you can't create the custom questions. Once you create the Section, the option to create a custom question will appear.

                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

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