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Including custom questions in Designer templates

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  • Including custom questions in Designer templates

    Anyone know the trick to getting the custom questions into designer templates?
    This is what i get when I try to include:
    <@CnP_CustomQuestion>


    I tried a dot syntax like (question name Dedication)
    <@CnP_CustomQuestions.Dedication>


    But no luck.
    Thanks!

  • #2
    Hi Franklin,

    There is no field called Dedication. You should not be able to do what you are trying to do.

    The custom question tag: <@CnP_CustomQuestion> will show all custom questions and there is no option to specify the question you wish to show.

    We can explore how we can do this but am not sure how we can at this time. Something to think about!
    Regards,
    Click & Pledge Support Department

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    • #3
      Thanks. Dedication is an example of one of my custom questions. Custom questions in the API are great but we are often sending multiple questions that aren't relevant to the acknowledgment. The ability to list the answer to a specific custom question would be very valuable.

      Do we have access to any other fields in the designer than the merge fields displayed? For example, if I map my question to a custom field on the Opportunity, can I include that field in the designer?

      Comment


      • #4
        Franklin,

        We are considering adding the following merge field:

        <@CnP_CustomQuestion.1>
        <@CnP_CustomQuestion.2>
        etc.

        Matching the actual question takes a lot of processing power but doing it the way suggested will be faster. We are currently considering the options and how long it will take for completing this task. If it is easy we will include it in the next release, due out in 2 weeks otherwise it will be release 8.0 due out in July-August.

        At this time other fields in other objects are not available but something we are looking into.
        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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