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  • Autoresponder and Custom Payment types

    In the autoresponder settings you can choose what criteria you want to have something send out for, but the autoresponder requires one of three payment statuses to be chosen before it will save. I have custom payments (Other) that are entered into our system frequently, and the status for those is always blank, because they do not require an authorization. How do I make the autoresponder work for these types of payments, or is there a way to make them work?

  • #2
    Good day ndlugajczyk

    Before I answer your question, your instance is a version behind so we recommend that we upgrade your instance. Please let us know if you want us to upgrade your instance.

    As for your question - please see below. Authorized and the Other payment type will do as you need.

    Click image for larger version

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    Hope it helps.

    Please let us know if we can be of more help.

    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
      Yes, thank you. I would like to have our version update. With regard to the other information. I do have the autoresponders set for "*" in the Other field, as is indicated in the note next to the field, and have Authorized marked as well, but for our "Other" transactions, Authorized does not show up in the transaction and so the receipt is not sent. It says successfully processed but no Authorized. I assumed that was because it was not a CC or eCheck that required an actual authorization. Is this not correct? Nothing for "Other" gets a receipt sent.

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      • #4
        Good day @ndlugajczyk,

        Would you please share the order number of the transaction which you are referring to? Also please share the responder name which you expect to fire.

        Looking forward to hearing back from you.

        Thanks,
        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
          Good day @ndlugajczyk,

          We have upgraded your Salesforce instance as requested. It is ABSOLUTELY IMPORTANT that you re-establish connection between Click & Pledge and Salesforce. With this update C&P Accounts no longer are needed to be added to Salesforce as the connection will automatically add the required information to Salesforce. It is extremely important that you login to the portal & re-establish connection. To establish connection please see the following KB article: http://help.clickandpledge.com/custo...rticles/803669

          Release notes:
          API Class Library 4.3000: http://cnp.mn/1S5jL0v
          Previous release notes: http://manual.clickandpledge.com/Sal...ase-Notes.html

          PaaS 9.5011: http://cnp.mn/2a9a0SH
          ​Previous release notes: http://manual.clickandpledge.com/Sal...ase-Notes.html

          Event 4.3007: http://cnp.mn/2a9bQDh
          ​Previous release notes: http://manual.clickandpledge.com/Sal...ase-Notes.html

          Thanks,
          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


          • #6
            I think I have that figured out about the not getting autoresponders and I think we should be good, but I have another question. I need a report that will tell me of people that have donation recorded through the virtual terminal, who does not have an autoresponder. I know in Salesforce under the Contact there is a section to see whether it has or not, but if I don't know who has not gotten one, how do I track that?

            Comment


            • #7
              Good day @ndlugajczyk,

              Sorry but it is not possible create such report because one contact can have number of transactions and sent Autoresponder for some of them. It is not possible to pull the report for the same contact who does not have an Autoresponder.

              Thanks,
              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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