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Immediate need for the Questions and Terms section

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  • Immediate need for the Questions and Terms section

    Our organization of 70,000+ is in need of an Event management solution that integrates credit card swiping, form-building and SalesForce into one mobile interface. I really thought that C&P was the answer. It seems to have everything that we need in order to have someone at a live event: register, donate and join the organization.

    But I have stumbled upon a possible deal-breaker. We need to have picklists for the Questions and Terms section and we need to have multiple Q and T that would be triggered, based on what was added to the cart.

    For example, if someone needs to register the day of the event, then they do not need to answer the mandatory list of questions for membership to the Org.

    Another example: If someone adds "Renewal membership" to their cart, then they would need a different set of Questions than someone who is joining for the first time.

    Help! Are any development options available? Our organization is growing rapidly and we have annual donations/transactions in the tens of thousands.

  • #2
    Good day jeffmcguire11

    May we have a phone number that we can reach you? Some of the features you are asking for are in the roadmap but we would like to discuss your needs in more detail.

    Once we have the post we will remove your phone number from the forum.
    Regards,
    Click & Pledge Support Department

    Join us @ the educational webinars: https://clickandpledge.com/webinars/
    Live Support- read more: https://support.clickandpledge.com/s/article/general-information-live-support/

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    • #3
      ****** (removed)
      Last edited by CnP.Support; 11-09-2017, 11:40 AM.

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      • #4
        There may be another way through this. I am presenting C&P to the Association President next week. I am going to show him how quickly and effective that transactions can be processed at a live event without the use of Q & T. I just tried typing a link in the e-mail receipting area and it does successfully process as a hyperlink. We could then create a hidden wordpress page with Contact Form 7 and integration into SF with the Questions.

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        • #5
          Good day jeffmcguire11

          Have you thought about the SMS Autoresponder in Salesforce?

          Regards,
          Click & Pledge Support Department

          Join us @ the educational webinars: https://clickandpledge.com/webinars/
          Live Support- read more: https://support.clickandpledge.com/s/article/general-information-live-support/

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          • #6
            Would this allow for questions (and answers being mapped to Salesforce) as the Contact Form 7 solution would?

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            • #7
              This may be a ridiculous question but please tell me that Swiper1 mobile app is available for the iPad? I just got a hold of one, searched for it, saw the listing but when I clicked it said No Results for "swiper1".

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              • #8
                Found out that Swiper1 only works on iOS 10 for iPad and the credit card reader only works on iOS 9 for iPad. Ruh roh!

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