Account Name

[laurenvelardi]

Hi,
It looks like our contacts haven't been mapped to accounts in Salesforce. Can you please let me know how to make that happen again?

Thanks!

Organization ID is 19594

[CnP.Support.AM]

Good day @laurenvelardi

Would you please share the contacts name which haven't mapped to accounts?

Looking forward to hearing back from you.

[laurenvelardi]

Kimberly Stanek and Catherine Hanners are 2 of the ones

[CnP.Support.AM]

Good day @laurenvelardi

The reason for not creating the account is because of the settings which you have set for Contacts & Accounts under C&P Settings:



The above two contacts are new in your instance and based on the settings as highlighted in the above image it won't create the accounts for new contacts.

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

[laurenvelardi]

I got all this set back up, but now am having a problem with the autoresponder. I tested it twice yesterday and it worked, but when actual donations come through for our sustaining and installment members, it is not working.

The example from last night has the email address.
[email protected]

Would the problem be associated with how accounts are being processed? Thank you!

[CnP.Support.AM]

Good day @laurenvelardi

Would you please share the order number of the actual donation and the Responder name which you are expecting to fire?

Looking forward to hearing back from you.

[laurenvelardi]

Order number is 1702091648153101172

The autoresponder that should have been fired is Spring2016DrivethankyouEG

[CnP.Support.AM]

Good day @laurenvelardi

We reviewed and found all the conditions satisfy and there is NO reason for not firing the Autoresponder for above order number. We have re-posted the above order number and it fired the Autoresponder now.

It seems that the settings were NOT the same as it is now when the above transaction has been processed.

However, moving forward if you find any issues with Autoresponder please let us know.

[laurenvelardi]

Awesome! I couldn't tell what the right conditions should be. Thank you so much!

[laurenvelardi]

We just had two instances when the autoresponder should have fired and it didn't.
Order numbers are:1702150905172543128 and 1702150707166835885

[CnP.Support.AM]

Good day @laurenvelardi

We reviewed and found that the default settings for Autoresponder are NOT defined which is causing the issue. However, we have set those settings for you. Moving forward it should fire the Autoresponder.

Please check and let us know if we can be of any further assistance.

[laurenvelardi]

It didn't fire when it was supposed to for order number 1702170859586597705

[CnP.Support.AM]

Good day @laurenvelardi

The access to your Salesforce account has been expired. Would you please extend the access so that we can review?

Looking forward to hearing back from you.

[laurenvelardi]

Just extended it. Thanks!

[CnP.Support.AM]

Good day @laurenvelardi

We have identified the issue. We found that when the indefinite recurring process from Temp contact, Autoresponder failing to fire the email. However, it will be addressed in the next release.

As of now you may need to send the Autoresponder from Transaction Detail page:



Sorry for the inconvenience.