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auto-responder and temp contacts

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  • auto-responder and temp contacts

    Hi!

    I'm having trouble with auto-responder when someone makes a donation and they end up in temp contacts. For example, they make a donation and have a new address or contact information that should go in the merge fields. As soon as manage the temporary contact the auto-responder automatically sends the thank you letter and I am unable to go in and edit the information from the alias. So the auto-responder letter goes to the wrong (out-dated) address.

    Is there a way to fix this?

    Thanks!

    Access is granted

    Salesforce ID is00DA0000000Xxhp

  • #2
    Good day @Friends of Manual

    You may select the conditions for sending the Autoresponder, You may set it to be sent delayed or on a specific day so that you will get enough time to edit the information.

    Click image for larger version

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    Hope that helps. Let us know if we can be of any further assistance.
    Regards,
    Click & Pledge Support Department

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