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Hello,
We have set up an email template and trigger in Salesforce to notify us when a donor has set up a recurring donation through click and pledge. Unfortunately, when we put the click and pledge merge fields we want to pull in, it is not pulling in the information and is blank. We are using a test example with an individual who has already set up a recurring donation. What I am figuring is that we are just not pulling from the correct Field type. We have tried Contact, Opportunity, and even click and pledge field types, to no avail. Would you guys mind looking at this and telling me which field type and field from click and pledge we need to be merging. Here is what I used last time and I have a screenshot attached as well.
New {!Opportunity.CnP_PaaS__Contact__c}
{!Opportunity.CnP_PaaS__ContactId__c}{!Opportunity .CnP_PaaS__CnP_OrderNumber__c}
needs to be thanked.
Here is Recurring ID
{!Opportunity.CnP_PaaS__C_P_Recurring__c}
{!Opportunity.CnP_PaaS__C_P_RecurringId__c}
Thanks for your help!
Jason
We have set up an email template and trigger in Salesforce to notify us when a donor has set up a recurring donation through click and pledge. Unfortunately, when we put the click and pledge merge fields we want to pull in, it is not pulling in the information and is blank. We are using a test example with an individual who has already set up a recurring donation. What I am figuring is that we are just not pulling from the correct Field type. We have tried Contact, Opportunity, and even click and pledge field types, to no avail. Would you guys mind looking at this and telling me which field type and field from click and pledge we need to be merging. Here is what I used last time and I have a screenshot attached as well.
New {!Opportunity.CnP_PaaS__Contact__c}
{!Opportunity.CnP_PaaS__ContactId__c}{!Opportunity .CnP_PaaS__CnP_OrderNumber__c}
needs to be thanked.
Here is Recurring ID
{!Opportunity.CnP_PaaS__C_P_Recurring__c}
{!Opportunity.CnP_PaaS__C_P_RecurringId__c}
Thanks for your help!
Jason