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  • Post Install

    Hi, please do the post-install for the auto responder for Spring Rain International 00Do0000000YAYn.

  • #2
    Good day!

    We have reviewed your instance and addressed all installation issues needed to be set up.

    The site URL: https://springrain.secure.force.com/sri

    has been configured and may be used for the autoresponder.

    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


    • #3
      I created a template, but when I go into the autoresponder settings it does not appear in the dropdown where I have to choose a template. My tags I included in the template are also not showing up in the tags dropdown in the autoresponder settings. So I am unable to set up the autoresponder. Why would this be happening? I thought maybe you finishing the installation would have cleared up the problem but I still have this problem. Thanks for your help.
      Last edited by Shari; 09-17-2014, 03:06 PM.

      Comment


      • #4
        Good day Shari,

        To minimize the number of available templates in each section we have a "Tag" concept. Only selected tags for each section shows up in the section.

        Please go to Autoresponder Setting and select the tags to be used in the autoresponder. see below:

        click to enlarge
        Click image for larger version

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        A requested feature to be added in the next update is to show all Templates if no Tags are included. The tag concept works great if each of your templates are tagged based on where they should show up. We have clients with several hundred templates for invoice, event, and autoresponder.

        Let me know if this solves your issue.
        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
          Yes, that works. I had missed the step of going to the Autoresponder Settings to set up the tags initially. Thanks.

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