Setting up Autoresponder based on fund

[aavgerakis]

I would like to set up an autoresponder to go out specifically to donors who have selected a specific fund to give to. our donation page is located at https://cmtysolutions.org/donate and the fund is the first selection drop down. what steps would I need to follow to set up an autoresponder that would trigger when someone selects a specific fund? thank you

[CnP.Support]

Good day!

Have you considered using SKU? The concept of SKU is designed for this very purpose. You may assign a different SKU for each fund and then set up autoresponders for each SKU.

Do you think that will do what you want to do?

[aavgerakis]

How do I assign an SKU to each fund?

[CnP.Support]

Good day!

The manual: http://manual.clickandpledge.com/For...ct_Information

The product nodes include a node called SKU and since you are using a custom form that you have developed using the API you will need to add the node to your code.

Based on what I see in the form (https://cmtysolutions.org/donate) your fund name is coming from a pull down menu. One solution is to change the SKU in the form based on the pull down selection using JavaScript.

As I said you have written this as a custom code so you need to add it. In our Connect form each item has its own SKU in the admin page so you can do it easily in the management portal.

In your case the node needs to be added and then modified based on the pull down menu. Here is the HTML for the node:

<input name="SKU1" type="hidden" id="SKU1" value="ABC-1234" />

Once you assign the SKU, in Salesforce you can assign a campaign based on the SKU in the C&P Settings > Opportunities - bottom of the page.

Hope that answers your question.