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  • Add Transaction Summary Details to "Thank You" Screen

    Hello, I just got off the Live Support Zoom w/ Amanda and am just following up here... My account ID is 60936.

    I recently built my first C&P Connect form, and when I tested it, I noticed that the built-in Thank You page does not reference transaction details that the donor would expect, like:
    • Donation amount
    • Transaction date
    • Transaction ID
    • Last 4 digits (or payment method?)
    I'm curious to find out if it's possible to pull at least this amount of information into the thank you page.

    Actually, my project manager asked me for all of this!

    Transaction summary:
    First Name:
    Middle Name:
    Last Name:
    Email:
    Street1:
    City:
    State/Province:

    Amount:
    Card Type:
    Card Number: ***************1234
    Expiration Date:

    Tracking Code:



    Any or all of this would be amazing...Thanks so much for your help.

    Best,
    catrina

    P.S. The reason we'd like it displayed on the thank you is that we've turned off automatic email receipts for this client...They are going to send their email receipts manually/in bulk/down the line.
    Last edited by catrina; 08-12-2020, 02:24 PM.

  • #2
    Hi Catrina,

    As we discussed in Live Support, I will review this with our team in the morning to see if this is a feature they would consider adding.

    ~ Amanda
    C&P Live Support
    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
      My apologies, Catrina, I will follow up again tomorrow.

      ~ Amanda

      C&P Live Support
      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


      • #4
        The development team agrees this is a good idea and will add it to our roadmap. We do not have an expected date to add the feature due to current priorities.

        I've logged the feature request in our Product Management program, so that the feature request is tracked.

        Regards, Amanda
        C&P Live Support
        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
          Thank you!

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