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  • Autoresponder not triggering

    Hello,

    The email autoresponders for donations coming in online that are marked as a tribute gift are not being sent out, though ones for standard donations are. I was hoping someone could take a look since I couldn't see what might be wrong.

    I've granted account access, and a sample donation of where that should have occurred but didn't is here: https://na33.salesforce.com/0063900000sSd2z

    Many thanks!

  • #2
    Good day @CoralReefAlliance

    Would you please share the responder name you are expecting to fire for above transaction?

    Looking forward to hearing back from you.
    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


    • #3
      Hello, yes, it is the "Default Receipt"

      Comment


      • #4
        Good day @CoralReefAlliance

        We reviewed and found that the condition didn't satisfy which is the reason the above autoresponder didn't fire.

        Please see:

        C&P Autoresponder:
        Click image for larger version

Name:	Responder.jpg
Views:	1
Size:	69.6 KB
ID:	39797 ​​​​​​​

        C&P Data:
        Click image for larger version

Name:	CnP Data.jpg
Views:	1
Size:	98.1 KB
ID:	39798

        Please note that in above case, there must be any value in Campaign instead of empty to satisfy the condition so that autoresponder will fire.

        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/
        Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

        Comment


        • #5
          Hey there - thanks for this insight!

          I'm hoping I can try and describe for you what we're trying to have happen with our autoresponders to come to a resolution.

          We set up another payment page for payments that require a different receipt and autoresponder. I set the values on that autoresponder (called "Payment Receipt" for reference) to only trigger when the campaign is "Payments Page". For the Default page, I edited the responder to fire when the campaign is not the payment page and is any or blank, as we have enough other campaigns that it would be inconvenient to add them all (screenshots attached). This doesn't seem to work either. Do you have any insights on how we can set the filters to get these separate autoresponders to work?

          Attached Files

          Comment


          • #6
            Good day @CoralReefAlliance

            It should work as you have set now but as of now, the AND condition with "Not Includes" as well as "Any or Blank" doesn't work together. We have identified that in this case, the Blank Campaign is not working whereas any value in Campaign works. I have forwarded this to our developers to review and fix it.

            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


            • #7
              Hello - thank you for this update, glad to know I was at least on the right track Would you be able to let me know when this has been fixed?

              Thanks!

              Comment


              • #8
                Good day @CoralReefAlliance

                I have discussed this with our developers and here is what they have concluded:

                In case of Blank condition, it will not satisfy the Not Includes condition as it requires some Value because in case of AND both the conditions should satisfy (Not Includes - Any or Blank).

                However, here is what they have suggested to set up for you:

                Condition: OR

                Not Includes: Payment pages

                Is Blank:

                Please set it as shown in below image and it should work in your case:

                Click image for larger version

Name:	Responder Condition.jpg
Views:	1
Size:	19.4 KB
ID:	39834

                Hope this helps. Please check and 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

                Comment

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