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  • Tribute Custom Question Mapping

    Hi, we'd like to add a tribute (in honor of/in memory of) option on our donation page. We created a test page: https://urm.org/honoree-test/
    I also have created the custom question mapping but it didn't seem to map to the Opportunity object fields that i have set up. Can someone please look into this and let me know what I did wrong?

    Thanks, access has been granted. Salesforce org ID 00D41000000G4f0

  • #2
    Good day @mjokiman

    Would you please share the order number so that we can review it? Also, include the custom question you are expecting to map?

    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
      Here you go 36448-2005271036441471487

      Can you take a look at in the settings the custom questions mapping that I have done whether its been done correctly?
      its for in honor memory of so should map to the correct fields in the opportunity. Should be very straight forward thanks

      Comment


      • #4
        We just reviewed the above order number and noticed that the answer is not the same as you have mentioned in the custom mapping.

        Please see:
        Click image for larger version

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ID:	53810


        C&P Settings:

        Click image for larger version

Name:	CnP Settings.jpg
Views:	22
Size:	51.1 KB
ID:	53811
        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
          hi I dont understand on the form we asked this question Is this gift in honor / memory of someone? And there's a check box yes. If someone checked that box then it will show this Honor Gift Type with a pull down menu showing in honor of and memory of to chooxe from. Then the next field is this Honoree Name and there's a field to type the name.
          this is the form https://urm.org/honoree-test/

          Can you please elaborate what you're referring to and how to fix it. So it will be more helpful thanks

          Comment


          • #6
            can someone please look into this?

            Comment


            • #7
              Sorry for the delay. We are working on your case and will update you shortly.
              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


              • #8
                We have fixed the values in the custom mapping per the XML values and it working as expected now.

                Please check and let us know if you find any issues.
                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


                • #9
                  Hi, we're getting closer. It does show in honor of but the honoree name is still blank. See attached screen shot please. This is the donation https://urm.my.salesforce.com/0061K00000flNfgQAE

                  Thanks
                  Attached Files

                  Comment


                  • #10
                    Can you please check now and let us know if you have any questions?
                    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


                    • #11
                      yes it is working!! Do you mind sharing with me what you had to fix? I'd like to understand how to do the custom mapping correctly.
                      What did I miss in mapping?

                      Also just to confirm, if in memory of is chosen instead of in honor then in Salesforce it will show in memory also right?

                      Thank you

                      Comment


                      • #12
                        The questions are not exactly the same as in XML which is the reason it didn't map. We simply corrected the questions. There was a colon (punctuation) ":" after the question which didn't satisfy the condition.

                        Yes, it will show per the selection.
                        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


                        • #13
                          ok this is weird. I know it worked earlier, but right now I looked it up again and the name is not there?

                          Comment


                          • #14
                            Would you please elaborate a little more? Which name and where are you expecting to see? Also, include the order number.
                            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


                            • #15
                              this one
                              36448-2006031404265561487 the in honor name

                              Comment

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