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  • If/then statements for receipts?

    Is there a way to code some kind of an if/then statement for recurring donations on receipts? We have the option for donors to check the "One-time" or "Yearly" box on our regular donation forms, but the generic C&P receipt language is a little confusing to folks who are only donating one-time. The content that shows up (regardless if the one-time OR yearly box is checked) is:

    This is a recurring payment. Your card will be charged {TotalAmount} every {Periodicity} for {Period} periods. The next payment occurs on {NextPaymentDate}.

    Is there any way to code that to ONLY show up IF the person checks the Yearly box (i.e. recurring donation)?

    Thanks for your help!

  • #2
    Good day @avjamieg

    Please note that when you add the recurring element to the receipt template in Connect, the information you are referring to only pass/showup in the receipt when the transaction is a recurring transaction. In case of a one-time transaction that information will be hidden.

    If you see that information though it is a one-time transaction then please share the order number we will 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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    • #3
      It is coming through all of our donation form responses regardless if it is a one-time or not (in fact, I haven't done any testing of recurring donations using those forms). Here is one example:

      Order #: 60319-2002261041369755906
      using this form: https://connect.clickandpledge.com/w...1-3d83d43dfefc
      and this receipt: efbeb087-d478-4fc5-935a-92b5dbcc0ad9

      Thank you for your help!

      Comment


      • #4
        Hi avjamieg ,

        I think perhaps on your Donation Alert - Voice receipt, you manually repeated the recurring language and typed in the merge fields, which results in the receipt looking like this:

        Click image for larger version

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        So I saved a copy of the receipt, deleted the recurring section, and then dragged in in again, selected the text, and changed it to an Arial font. Which results in a receipt like this:

        Click image for larger version

Name:	2020-02-27_FRM avjamieg 02.jpg
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ID:	51314

        You'll note the recurring information is gone for this one-time test donation.

        Feel free to use the copied receipt, or give it a try on your own!

        Regards,
        Click & Pledge Support Department

        On Salesforce? Help us by rating our app: <a href="https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003JGBvEAO" title="Click &amp; Pledge Donor Management on AppExchange" target="_Outside">Click &amp; Pledge Donor Management on AppExchange</a>

        Join us @ the educational webinars: <a href="https://clickandpledge.com/webinars/" title="Click &amp; Pledge Webinars" target="_Outside">https://clickandpledge.com/webinars/</a>
        Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: <a href="https://clickandpledge.com/webinars/" title="Click &amp; Pledge Webinars" target="_Outside">https://clickandpledge.com/webinars/</a>
        Are you on Salesforce? Join us at the Power of Us Hub: <a href="https://powerofus.force.com/0F980000000CjpC" title="Power of Us Hub" target="_Outside">https://powerofus.force.com/0F980000000CjpC</a>

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        • #5
          We are having this same issue -- we created a new receipt and 1x donor receipts started showing the $0 recurring payment info. I've followed the delete / re-add step above (and added some language just in case that doesn't work so 1x donors aren't worried about it) but if that doesn't work will submit a support ticket / request for help. It does seem like something changed on C&P's end here.

          Comment


          • #6
            @Marger,

            Could you please confirm whether this solution worked for you? I could not find a ticket that had been opened for you.

            Regards,
            Click & Pledge Support Department

            On Salesforce? Help us by rating our app: <a href="https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003JGBvEAO" title="Click &amp; Pledge Donor Management on AppExchange" target="_Outside">Click &amp; Pledge Donor Management on AppExchange</a>

            Join us @ the educational webinars: <a href="https://clickandpledge.com/webinars/" title="Click &amp; Pledge Webinars" target="_Outside">https://clickandpledge.com/webinars/</a>
            Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: <a href="https://clickandpledge.com/webinars/" title="Click &amp; Pledge Webinars" target="_Outside">https://clickandpledge.com/webinars/</a>
            Are you on Salesforce? Join us at the Power of Us Hub: <a href="https://powerofus.force.com/0F980000000CjpC" title="Power of Us Hub" target="_Outside">https://powerofus.force.com/0F980000000CjpC</a>

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