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  • C&P Virtual terminal

    Hi,

    we use the virtual terminal to process some transactions. However, we would like to customize the receipt that is sent out to patron after this transaction is processed through virtual terminal.

    There are two fields to customize header and terms/conditions... however we would like to customize the whole body of the email. How do we achieve this?

    Thanks, Gaurav

  • #2
    Good day @gmalik

    Receipts in the old portal are generic receipts with limited customization. Have you tried the Connect receipts which is fully customizable: http://help.clickandpledge.com/custo...ticles/2450194

    Please refer to the above link and once you have created and assigned the Custom Receipt to the respective Campaign, when you process the transaction from SF VT, you need to select that respective Campaign from the list under "Connect Campaign" in order to fire that receipt.

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


    • #3
      Hey.. Can we also use the connect receipts for non-VT transactions?

      Comment


      • #4
        Good day gmalik

        The receipts are part of campaigns in Connect. All apps offer the Campaign in Connect as an option so the receipt that is set for the Connect campaign will be sent if the campaign is selected.

        Hope that helps.
        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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        • #5
          Hey

          It'd be great if you can send me an article on how to do that.. I checked all C&P settings in SF and I was unable to find the option to link Connect campaign to our transactions.

          Comment


          • #6
            Good day @gmalik

            May I know from which of our app you are processing the transaction and expecting to fire the Connect receipt?
            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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            • #7
              I am using Click&Pledge PaaS on Salesforce.. And when I check Autoresponder email settings, I get an option only to select the receipt that I created from C&P designer..

              Comment


              • #8
                Good day @gmalik

                Please note that C&P Autoresponder and the Receipt in the Connect portal are both different. You may create unlimited templates in C&P Designer and send them by setting up C&P Autoresponder whereas Connect receipts are advanced version of generic receipts.

                Hope that answers your question. Let us know if we can be of any further assistance.
                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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                • #9
                  Yes I understand that they are different. Basically, I wanted to use a receipt which also sends a e-receipt in PDF attachment.. This can be achieved through Connect receipt but not through Autoresponder receipts. That is the reason why I asked if we could use Connect receipts with Autoresponder. Is there any other way to add the receipt in the attachment?

                  Comment


                  • #10
                    Good day @gmalik

                    I understand what you are asking for but as of now it is not possible.

                    Sorry for the inconvenience.
                    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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