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Using individual Custom Question answers in a C&P Designer template

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  • Using individual Custom Question answers in a C&P Designer template

    Hi,
    Is there any way to add the answers from custom questions that were mapped to Opportunites to the C&P Designer templates? We are trying to create an Acknowledgement email for people who made their gift a tribute, but all the tribute questions were custom questions so I need to be able to reference the answers individually.
    Thanks!

  • #2
    Good day @Jenny

    Yes, we do have a merge field for the custom questions in C&P Designer.

    Please review the following KB article: http://help.clickandpledge.com/custo...ticles/1164744

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

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    • #3
      Hi,
      So it seems that only shows all of the custom questions? I would need to pull the answers from individual ones. On our form we have around 10 custom questions, but I specifically need the answer from 1 or 2 of those questions, not the whole list.
      Example: One of our custom questions is "Honoree First Name" and I need to take the answer to this one question and use it as a merge field in a sentence.

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      • #4
        Good day @Jenny

        Please note that the merge field will list the custom questions and answers those have values (Answer).

        Example: If the patron answers for "Honore First Name" then in this case it will pull only one question in the email.

        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

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