Help with changes

[amy.b.pp]

We have two different changes to make and haven't been able to figure out how to get to where to manage them:

1) We set up a custom receipt last year that we need to change. I can't find it anywhere to update it. I would like to know where this is to be able to adjust it as needed.

2) I also want to add the Canadian provinces to our dropdown list on our custom donate form. My developer thinks this may be a Click & Pledge field that we need to update.

Thanks for your assistance.

Amy

[CnP.Support.AM]

Good day @amy.b.pp

We need below information before we can point you in the right direction:

1. Where you have set up the custom receipt? Are you referring to C&P Autoresponder in Salesforce?

2. Are you referring to FaaS forms? Would you please share the link/URL of the custom form which you are referring to?

Looking forward to hearing back from you.

[amy.b.pp]

Hi, thank you for your help. I will try to answer your questions as best as I am able but I'm pretty lost.

Here is the link to the form. https://www.propublica.org/donate/
I don't know what FaaS is so I'm not sure if this is that.

The problem with the custom receipt is I have no idea where to look for it. There are no autoresponders set up in the C&P settings in salesforce or in the portal so I can't figure out where this thing is to change it. It was set up by another consultant about a year ago.

Amy

[CnP.Support.AM]

Good day @amy.b.pp

1. We don't have custom receipts in our old portal and we reviewed your account and found NO custom Receipts in Connect. Receipts in the old portal are generic receipts with limited customization. Would you please share the order number and point us what exactly you would like to change/update in the receipt?

2. The form which you are using belongs to one of our API platform FAAS (Form as a service) and our API is almost open to basic developers to experts.

Moving forward towards your requirement, the dropdown which you are having for state with "BillingStateProvince" property can also be applied for a text field where user can enter any province value. So to make this facility open on your form, here are the following ways:

a. Remove the dropdown of states and make it a text field open for all countries with the property "BillingStateProvince".

OR

b. You need to have two field types with the same property "BillingStateProvince" but one should be a dropdown and another one should be a text field. By default show and enable dropdown having US states and the other text field should be hidden and disabled. When country is selected as "Canada" with the value of "124", then hide the state dropdown, disable it and show the text field and enable it. This way user can enter any value as province and will be posted to the API as province.

Here we have one of our Customer form having the same feature: https://secureform.cloud.clickandpledge.com/34838/1/

Your Developer can help you in this.

[amy.b.pp]

Thank you for the information about the form, I have passed on to our developers.

There are two receipts, one for One-time donations and one for recurring. I'm not sure what you mean by order number, we need to change the receipt content for all receipts going forward. We would prefer instructions on how to do this ourselves, but below is a summary of the changes we want to make.

For both, the paragraphs between "Dear Friend," and "Sincerely," should be updated to:

"

Thank you for donating to ProPublica. Below you'll find a record of your recurring donation.

As a nonprofit newsroom, our mission to shine a light on corruption and spur reform is more relevant – and more urgent – than ever. Your gift will help expand and strengthen ProPublica, supporting in-depth reporting on topics ranging from politics and workers’ rights to healthcare, climate change and criminal justice.

Your donation makes it possible for this work to continue. If you haven't already, please consider sending a note to [email protected] or tweeting @ProPublica sharing your reason for donating. We'll use some of these messages to encourage others to support ProPublica. Please contact us at [email protected] or (212) 514-5250 to update or cancel this recurring donation.

With your help and support, our investigative journalism will continue to safeguard the public interest.

"

and on the recurring donation receipt, refer to the attached screenshot for adjustments to language in the donation details table (green text is what is changing, but the text should still be black, not green, in the final version)

[CnP.Support.AM]

Good day @amy.b.pp

The receipt content which you are referring to is pulling from the Checkout page "Your donation supports our investigations" WID#114039.



Please login to portal https://portal.clickandpledge.com and follow the below steps:

>> Click on pencil(edit) icon at Checkout Page
>> Continue through wizard by clicking ‘Go To Next Step’ until on Step 7
>> Edit ‘Address/Organizational Information’
>> Click ‘Go To Next Step’ to save changes

Regarding the text for recurring information, That is static and cannot be changed.

Hope that helps. Let us know if we can be of any further assistance.

[amy.b.pp]

I am unable to get into the portal to make the receipt updates--even after resetting my password I get an error for invalid username/password.

[CnP.Support]

Good day amy.b.pp

Is this the user you are trying to login as:



If so the user is no longer authorized to access. The end date has passed.