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Simple donate for for my website to integrate with Salesforce

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  • CnP.Support
    replied
    Good day @Nina Boatman:

    These questions really belong to CiviCRM user group. The issues you are having are not related to our payment integration and are CiviCRM issues.

    I wonder if any of our clients using those platforms can help.

    Leave a comment:


  • Nina Boatman
    replied
    I added the widget code into the same page as the form using tables. It shows up but it won't display any of the realtime numbers. only some of the fields show up. Any suggestions? I would really like to use the short code.

    Leave a comment:


  • Nina Boatman
    replied
    Originally posted by Nina Boatman View Post
    If I use the shortcode to add my contribution to a page on my website so that I can use the widget it gives me lots of whitespace above the form no matter what I do. I'ts putting the print icon at the top and then leaving room in the middle before the header. If I view the contribution page by itself it is formatted correctly but there is no sidebar.

    Can I add a sidebar the direct contribution page url? or any ideas on how I can fix the formatting issue when using short code to embed into a page?

    Any help is appreciated.
    Additional info: When I use shortcode to embed in a page not only is there a ton of white space at the top, Non of the Credit Card fields are there.

    Thoughts or ideas?

    Leave a comment:


  • Nina Boatman
    replied
    CiciCRM Contribution page formatting issue

    If I use the shortcode to add my contribution to a page on my website so that I can use the widget it gives me lots of whitespace above the form no matter what I do. I'ts putting the print icon at the top and then leaving room in the middle before the header. If I view the contribution page by itself it is formatted correctly but there is no sidebar.

    Can I add a sidebar the direct contribution page url? or any ideas on how I can fix the formatting issue when using short code to embed into a page?

    Any help is appreciated.

    Leave a comment:


  • Nina Boatman
    replied
    Thanks. Appreciate the reply.

    Leave a comment:


  • CnP.Support
    replied
    Nina,

    I have researched the multi-site question and it is not something we can really be of much help. This is a CiviCRM community question and one that this group may not have much experience in.

    Sorry we can't be of much help for this question.

    Leave a comment:


  • CnP.Support
    replied
    Hi Nina,

    CiviCRM integration does not include eCheck processing. It is not supported by the CiviCRM.

    Please let me know if I can be of any further assistance.

    Leave a comment:


  • Nina Boatman
    replied
    Anyone direction on this?
    Originally posted by Nina Boatman View Post
    Ok thanks. This question may fall into the same boat but with the C&P integration to the CiviCRM it doesn't give me a choice of what cards to accept. It takes the settings from my C&P account I suspect. Do you know if I can take echecks through the CiviCRM? I can do it when I use my C&P event manager in Salesforce so I know those payments are enabled in my C&P account.

    I will search for more help with the CiviCRM. If you have any suggested please let me know.

    Thanks.
    Also, I have a multi site and In need of some help getting it setup. I'm following directions but there are things that I'm not understanding. Talking about setting up a cron and such. Any help with the settings would be greatly appreciated. I believe the Click and Pledge team still has my login info.

    Thanks.

    Leave a comment:


  • Nina Boatman
    replied
    Ok thanks. This question may fall into the same boat but with the C&P integration to the CiviCRM it doesn't give me a choice of what cards to accept. It takes the settings from my C&P account I suspect. Do you know if I can take echecks through the CiviCRM? I can do it when I use my C&P event manager in Salesforce so I know those payments are enabled in my C&P account.

    I will search for more help with the CiviCRM. If you have any suggested please let me know.

    Thanks.

    Leave a comment:


  • CnP.Support
    replied
    Good day Nina,

    Your question: "Also, in the receipt settings there is a box for personalizing the text, although it says Enter a message you want included at the beginning of emailed receipts. NOTE: This text will be included in both TEXT and HTML versions of receipt emails so we do not recommend including HTML tags / formatting here. Where is the html version of the receipt that this note is talking about?"

    Reply: This is a CiviCRM issue and not one that we can support. Click & Pledge integrates with a large number of open source solutions and we are not fully versed in all these applications. I can gladly answer any questions you may have regarding our integration and module but not about CiviCRM and its behavior or functionality.

    Please let me know if we can be of any help with the Click & Pledge module.

    Leave a comment:


  • CnP.Support
    replied
    Good day Nina,

    I am sorry but I can't understand the following question:

    "Is there a way I can set custom fields in Salesforce when the opportunity/donation posts to Salesforce? Or is the only way to use the Campaign name in conjunction with workflows? Are there any Click and Pledge settings in Salesforce? SKU's? Anything?"

    If you are asking about CiviCRM and its ability to ask questions during the payment process I believe the answer is No. CiviCRM does not have custom questions in the payment form and therefore we can't pass them to Salesforce as part of the transaction record.

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

    Leave a comment:


  • Nina Boatman
    replied
    I have yet another question... I have several WP sites under my primary. When i switch to the admin panel for those domains and activate the CiviCRM plugin and then try to add a new payment processor, Administrator--> system settings--> payment processor, It takes me back to the main domain payment processor settings. For example I have mydomain.com and I have another site under mydomain.com/Hawaii and mydomain.com/NorCal. I manage all of them within my main wp admin install. Do i need to add an additional Payment processor with it's own Click and Pledge account info under the primary install? And if so, where do I choose which donation page uses which payment processor?

    Thanks again...

    Leave a comment:


  • Nina Boatman
    replied
    Originally posted by Nina Boatman View Post
    Is there a way I can set custom fields in Salesforce when the opportunity/donation posts to Salesforce? Or is the only way to use the Campaign name in conjunction with workflows? Are there any Click and Pledge settings in Salesforce? SKU's? Anything?

    Thanks.
    Also, in the receipt settings there is a box for personalizing the text, although it says Enter a message you want included at the beginning of emailed receipts. NOTE: This text will be included in both TEXT and HTML versions of receipt emails so we do not recommend including HTML tags / formatting here. Where is the html version of the receipt that this note is talking about?

    Again thanks for your help.

    Leave a comment:


  • Nina Boatman
    replied
    Is there a way I can set custom fields in Salesforce when the opportunity/donation posts to Salesforce? Or is the only way to use the Campaign name in conjunction with workflows? Are there any Click and Pledge settings in Salesforce? SKU's? Anything?

    Thanks.

    Leave a comment:


  • CnP.Support
    replied
    Nina,

    Campaigns are sent as part of the Transaction. If the campaign name (text) matches a campaign name (text) you have in Salesforce the transaction will post to that campaign. If the campaign is not found it will create a new campaign.

    Hope that helps.

    Let us know if we can be of any further assistance.

    Leave a comment:

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