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  • SMSGiving Reports

    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?

  • #2
    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.

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    Last edited by CnP.Support.AM; 03-25-2021, 05:25 AM.
    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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    • #3
      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.

      Comment


      • #4
        Good day @Kofo

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

        Click image for larger version

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        and you can able to see the Custom questions:

        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

        Comment

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