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  • Receipts no longer being delivered

    We recently stopped receiving receipts for donations made through C&P. In reviewing this article:http://forums.clickandpledge.com/co...nsure-delivery, it appears that the issue is that we have the same email listed for "Receipt Reply to Email" and "Receipt/Email Notification." The second email address for "Receipt/Email Notification" is mine. On occasion, we have donors send in paper pledges with all of their credit card info, but no email address. In those instances, I enter the donation on our C&P page and use my email address in place of the donor's. I then send the donor a paper copy of the receipt. This system has worked up until this week.

    I can eliminate the duplication of email addresses for "Receipt Reply to Email" and "Receipt/Email Notification" and have 2 separate addresses for those. But is it possible to have my email address be the "Receipt/Email Notification" address and also use it as the donor address when the donor does not provide one or do we need a third address to use in place of donors w/o email addresses?

  • #2
    Good day!

    May I ask why are you using an invalid email for the donor? If you use the Virtual Terminal, which is the preferred way to process donations by organizations, the email is not mandatory.

    We do not recommend using a checkout page to process donations on behalf of a client since that has the potential to have you blacklisted if caught by the fraud system. The Virtual Terminal is designed for this purpose and the email is not mandatory for the donor when you process the transaction.

    Please let me know if the above answers your question. Using the VT you don't need to worry about email.
    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


    • #3
      Email Receipts

      An email address is mandatory on our checkout page. I only use an organizational email when the donor does not not provide an email address. Can you please provide some links for getting started w/VT? Not sure sure my supervisor knows that we have this as an option for processing donations. Thanks!

      Originally posted by Support.Department View Post
      Good day!

      May I ask why are you using an invalid email for the donor? If you use the Virtual Terminal, which is the preferred way to process donations by organizations, the email is not mandatory.

      We do not recommend using a checkout page to process donations on behalf of a client since that has the potential to have you blacklisted if caught by the fraud system. The Virtual Terminal is designed for this purpose and the email is not mandatory for the donor when you process the transaction.

      Please let me know if the above answers your question. Using the VT you don't need to worry about email.

      Comment


      • #4
        Good day!

        You have posted this message to the Salesforce platform so I am assuming you are using Salesforce.

        Here is a link for the Virtual Terminal in Salesforce: http://forums.clickandpledge.com/con...-in-Salesforce

        We also have a virtual terminal in the portal. If you login to the Portal > Virtual Terminal you can use it in the portal but if you are in Salesforce we recommend you use the one in Salesforce.

        We highly and I truly mean highly discourage our clients to use the donation forms for processing payments on behalf of their patrons. Our fraud system will block you and every transaction and credit card will be blacklisted. Please use the virtual terminal as shown above.
        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


        • #5
          Video Sound issue

          Thanks for these links. I am unable to get sound with this tutorial: http://forums.clickandpledge.com/con...-in-Salesforce. Is there another link you can provide that has sound?

          Originally posted by Support.Department View Post
          Good day!

          You have posted this message to the Salesforce platform so I am assuming you are using Salesforce.

          Here is a link for the Virtual Terminal in Salesforce: http://forums.clickandpledge.com/con...-in-Salesforce

          We also have a virtual terminal in the portal. If you login to the Portal > Virtual Terminal you can use it in the portal but if you are in Salesforce we recommend you use the one in Salesforce.

          We highly and I truly mean highly discourage our clients to use the donation forms for processing payments on behalf of their patrons. Our fraud system will block you and every transaction and credit card will be blacklisted. Please use the virtual terminal as shown above.

          Comment


          • #6
            Good day!

            Sorry for your trouble. I just checked & the audio works. The videos are hosted at Viddler - http://www.viddler.com/v/7fac3908 and I just tested it and the audio works fine.

            The VT is quite easy- simply go to the Virtual Terminal tab and enter the information using the form. It mimics the checkout pages for the most post.

            Test it and let me know if you have any questions.
            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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