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Confirmation prompt for "Send Template" and "Send Email" buttons in Event Management

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  • Confirmation prompt for "Send Template" and "Send Email" buttons in Event Management

    Several times, I've had a customer accidentally send the registration email to all customers when working on a template. Most recently, they clicked the "Send Template" button, since they'd learned the hard way that "Send Email" sends it to all existing registrants, but it did the same thing as "Send Email".

    If you can add some wording on the page to clarify what will happen when they click each of those buttons, or even better, add an "are you sure?"/confirm popup so that it requires two clicks to send all of that - would greatly appreciate it.

    Thanks!

  • #2
    Good day @jillifoss

    May I know which button you are referring to? If possible please share the screenshots. However, in Registration Emails, we do have a confirmation popup window with all the above information.
    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/
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    • #3
      Thank you.

      Here are shots of both buttons. I haven't tried the "Send Email" button since the light blue "note" box was added (that is definitely helpful). I can attest that the "Send Template" button at the bottom of the page does not offer a confirmation pop-up, it just sends. To everyone.

      Let me know if the images don't come through properly.
      Attached Files

      Comment


      • #4
        Good day @jillifoss

        Thank you for letting us know that. We will include the confirmation popup for that button in the next release.

        Sorry for the inconvenience.
        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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        • #5
          Thank you so much!

          Comment


          • #6
            Good day @jillifoss

            Per your request, we have included the confirmation popup for that button and released Today. If you allow and grant us access, we will upgrade your instance to the latest versions of our apps.

            Release Notes:

            PaaS: https://forums.clickandpledge.com/fo...s-9-1902180000
            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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            • #7
              You are so awesome!! It's org ID 00DA0000000Avko, access granted.

              They have an active event too.

              Thank you greatly!

              Comment


              • #8
                Good day @jillifoss

                We have upgraded your Salesforce instance as requested.

                It is highly recommended that you login to the Connect & re-establish connection. You may see that your account is already connected but this does not mean the new information has posted to Salesforce.

                To establish connection please see the following KB article: https://cnp.mn/Salesforce-Connection

                Latest Release notes: http://cnp.mn/Salesforce-Latest-Releases

                You may also join our Power of Us Hub: https://bit.ly/1cO852O

                Please - We also love to know what you think about our platform. Please review our apps on AppExchange:

                Payment: https://bit.ly/cnp-paas-review
                Event: https://sforce.co/1yYgEPM

                Please let us know if we can be of any further assistance.
                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


                • #9
                  Thank you!

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