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C&P Designer: Mail Merge Fields Not Working Right

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  • C&P Designer: Mail Merge Fields Not Working Right

    Hi there,

    I'm trying to update an auto-responder email receipt template we have on file in C&P designer. The template runs off the transaction object, and is initiated when a donor's recurring donation declines. The template had three merge fields initially: contact first name + gift amount + last 4 of credit card. They all work fine.

    I wanted to add another couple of merge fields - date (either of email sent, or of transaction, because the auto-responder is set up to be immediate so they should be the same) + recurring order number. But when I click "test mail", the email I get merges the original three fields fine, but the new three fields just show up as code still - not as their merged content. I tried with all the date-related merge fields available to me, and none of them populate with their field's content, they just stay as the original code in the test email.

    Is this a quirk of the "test mail" function, because there's not an actual transaction to pull from? Or am I doing something wrong with the merge fields, like trying to pull from the wrong object or...?



    Here's the body of the email, with the three different date merge fields I tried, for reference:


    "{CnP_PaaS__CnP_Transaction__c.CnP_PaaS__Transactio nTimeZone__c}

    {CnP_PaaS__CnP_Transaction__c.CnP_PaaS__Charge_Dat e__c}

    <@CnP_Today_Month_Text> <@CnP_Today_Day>, <@CnP_Today_Year>


    Re: Order #<@CnP_RecurringID>


    Hi {Contact.FirstName},

    Thank you so much for your ongoing support of Transgender Law Center's work and impact.


    We're writing to let you know that our system was unable to process your recurring gift of ${CnP_PaaS__CnP_Transaction__c.CnP_PaaS__TotalCharg ed__c} on your card ending in --#{CnP_PaaS__CnP_Transaction__c.CnP_PaaS__CreditCard 4x4__c}.

    There will be no further charges from TLC on this card."



    Thanks in advance!

    Ord ID: 00Dd0000000i8lD
    Access granted.

  • #2
    Good day @jackdunn

    You are absolutely correct. Since there is not an actual transaction to pull from, the date and time will not show up.
    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
      So there are not ANY date fields that I can merge into the email template? Not even "today's date" as in the date the email is being generated?

      Comment


      • #4
        Do you mean for preview purpose? NO, we don't have.
        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
          I mean for use purposes. I would like a date field in the email. The three I tried just show up as merge fields in the test email. Do you mean that they will show up correctly in the actual email? It's just the TEST email that doesn't merge the contents?

          Comment


          • #6
            Yes, it will show up correctly in the actual email.

            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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