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Is there a way to send autoresponder receipts before temp contacts are processed?

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  • Is there a way to send autoresponder receipts before temp contacts are processed?

    Can I configure an autoresponder receipt to go out when the transaction comes into salesforce, rather than waiting for the temporary contact to be processed. We're using C&P PaaS V9.3. Thanks.

  • #2
    Good day @SNesson,

    Not at this time since the AR uses the information from the Contact Record to make sure the acknowledgement uses the proper salutation, etc.. Originally the AR was designed to work as you are asking but clients wanted to use the Contact record so we switched it. One never wins!

    Now we are getting requests from both sides of the camp and as such in Release 10 we are adding an option to choose email going out with posted data or the Contact record.

    More reasons to wanting release 10. Always room for improvement

    Regards,
    Click & Pledge Support Department

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    • #3
      So true, but you guys are doing a pretty good job at keeping up with the variety of uses and requirements of your very flexible platform. Roughly when do you expect to release PaaS release 10?

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      • #4
        Hi! I'm looking for this option in the interface and don't see it? Where can I choose to have autoresponder push for posted data and not have to wait for the temp contact to be converted?

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        • #5
          Good day @lanirowe

          The above feature will be in version 10 and it is yet to release. I understand that it has to be released long back but due to lightning came out we have to re-write the entire app and forced to start PaaS and Event as if they are release 1.0. As of now, we don't have an ETA.
          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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