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  • Donor Email Address

    Hi there,
    If a donor enters an email address on the C&P donation form "[email protected]" and this same donor is already in Salesforce with email address "[email protected]" AND if he is found as a potential match by C&P, if we process this temporary contact by merging to the existing account, what happens, if anything, to the email address that was entered on the donation form? By virtue of attaching or merging the donation to the existing account in Salesforce, nothing?
    Thank you.

  • #2
    Hi Lisa,

    The "[email protected]" email will be recorded in a C&P Alias record that is related to the Contact. If you decide that the you want to update the information from the Alias record, there is a button to do so. To see the related Aliases, you may need to add the related List to the Contact Page Layout.

    Click image for larger version

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    Regards,
    Click & Pledge Support Department

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    • #3
      This is great! Thanks so much!

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