SMSGiving Reports

[Kofo Member Find all posts View Profile Close Kofo]

Hello,

We are prepping to use the Connect SMSGiving system at our upcoming virtual gala. I've run a couple of tests but can't figure out how to pull a report (either in Salesforce or Connect) that displays the info that the donor provides on the SMSGiving donation form.

The transaction summary in connect does not show the "related custom question" responses that the donor can complete on the form.

Could you advise how I can pull this info?

[CnP.Support.AM C&P Support Find all posts View Profile Close CnP.Support.AM]

Good day @Kofo

You can pull the report for SMS Giving within Connect as shown below but please note that we don't have an option of custom questions in the SMS Giving form. Live Stream value will post as a custom question.

[Kofo Member Find all posts View Profile Close Kofo]

Can I pull this report in Salesforce?

Also, how do I get the custom question information into a report? The fields are on my form and I'd like to be able to pull the information on my own.

[CnP.Support.AM C&P Support Find all posts View Profile Close CnP.Support.AM]

Good day @Kofo

Yes, you can able to see SMS Giving reports at SF:



and you can able to see the Custom questions: