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C&P Autoresponder not working

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  • C&P Autoresponder not working

    Iíve created a campaign in Connect called Common Sense Media Annual Appeal 2015. Iíve also created a donation widget called 2015 Annual Appeal Widget. Iíve also created an email template in the C&P Designer called Year End Gift Receipt Standard. Iíve activated the autoresponder ďAnnual Appeal Donation AcknowledgmentĒ in salesforce. Iíve made a donation through the widget, received the system receipt but not the email from the autoresponsder. I can see the transaction in salesforce. But Iíve not been able to make the autoresponder work. Thank you for your assistance. In case you need to login into our salesforce instance, Org ID is 00DA0000000ah8e. Iíve granted login access to C&P support. Thank for your assistance. Claude Kientz

  • #2
    Good day!

    Nice work..

    Please post the order number for your test transaction so we can review your AR.

    A few pointers to keep in mind.
    • Autoresponder will NOT go out if the contact is in the Temporary Contact
    • Autoresponder will NOT go out if an error has occurred - reflected in the message section of the C&P Data
    Once we have the Order Number we can review & let you know if there are any issues.
    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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    • #3
      Here is the order number: 1510281635481697471 I've refunded this donation (was a test) since. Thank you for your assistance! Claude Kientz

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      • #4
        I received a system receipt/invoice from account Verification [[email protected].biz] this morning. Claude Kientz

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        • #5
          Good day!

          In the absence of opportunities the Autoresponder will not fire. You have set the system not to create any opportunities- see below:

          C&P Settings > Opportunity

          Click image for larger version

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          The checkbox for creating opportunities is not checked. A lot of functionality will be disabled. The warning at the top of the page also states this.

          Hope that answers your question.
          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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