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  • Recurring Donation decline email notification

    I'm trying to test out new functionality in Salesforce to automatically send an email notification when someone's recurring donation transaction declines. However, I'm having trouble completing end to end testing. I can create a recurring donation, I can preview my email template but I don't know how to replicate a declined transaction on a subsequent recurring donation. Do you have any tips on how to accomplish this kind of testing? Let me know if you need further information.

  • #2
    I suggest using out C&P Autoresponder under C&P Settings.
    Regards,
    Click & Pledge Support Department

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    • #3
      Thanks for the suggestion. And can you tell me the best way to test the end to end process? By test the end to end process I mean someone sets up a recurring donation and transacts the initial donation, the subsequent donation is declined and triggers the email notification. Thank you!

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      • #4
        Find any recurring transaction payment in your past history that has declined. Copy and paste the Order Number into the "global search" at the top of the screen, and go to the resulting transaction record. If there is a related Opportunity, verify that the Opportunity does not contain any changes since it's original creation that you might need to retain (you probably don't do much with Opportunities for declined transactions, if you create them at all)

        Temporarily deactivate any autoresponder that might send an email to the patron that made the declined transaction.

        On the transaction record, click the "Resend the Autoresponder" button. Any currently active autoresponders whose criteria match that transaction, including your decline notification, will be sent.

        Click image for larger version  Name:	2020-10-16_FRM Resend Autoresponder.jpg Views:	0 Size:	127.9 KB ID:	55989
        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

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        • #5
          Thank you this is helpful! We currently use Gravity Forms with the C&P plugin. We have C&P receipts turned off and send email notifications for donations and payments via Gravity Forms. Will autoresponder still work with this setup?

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          • #6
            Yes, sending autoresponders is part of processing a transaction when it arrives in Salesforce, so it is independent of what has been sent by Gravity Forms.
            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

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            • #7
              Hi again. I'm trying to test this in our Partial Sandbox with our testing C&P account. Unfortunately in our sandbox I don't have any existing declined recurring transactions to do this process. Do you have a suggestion of how to force a declined transaction on an existing recurring? Your help is greatly appreciated!

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              • #8
                I'm trying to test the Autoresponder with slightly different parameters since as I previously mentioned we don't have declined recurring transactions to test in Partial Sandbox. I adjusted the Autoresponder to include all Recurrings regardless of Transaction result so that I can test the Autoresponder. I went to a previously successful recurring transaction and clicked Resend Autoresponder as you suggested, but received the following error email:
                Sandbox
                Apex script unhandled exception by user/organization: 00550000008757x/00D220000000UrH Source organization: 00D50000000cBTw (null) Failed to invoke future method 'public static void sendingemails(String, String, String, String, String, String, String, String, String, String, String, String, String, String, String, Boolean, String, String, String, String, String, String, String)' on class 'CnP_PaaS.EmailSender' for job id '7072200001Edjhg'

                caused by: System.NullPointerException: Attempt to de-reference a null object

                Class.CnP_PaaS.EmailSender.getInstanceName: line 2638, column 1
                Class.CnP_PaaS.EmailSender.getReplaceUrl: line 2670, column 1
                Class.CnP_PaaS.EmailSender.sendingemails: line 1084, column 1

                I can't see the Apex code as it's a managed package so I don't know what is referenced on those code lines. Can you help? The C&P Account I'm using for this testing is 38797. Thank you!

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                • #9
                  Rather than trying to test the autoresponder for decline messages by playing with all the parameters, try changing the status Id on a good sample C&P Data record from "1" to "0". Then reprocess the C&P Data record. I'll try to test that myself to see if that will be enough to trigger the Autoresponder as if the transaction came in as declined, and post back here if that is sufficient.

                  As far as your error, "Failed to invoke future method", is indicating that there was an issue creating a scheduled job that would send that email, the fields listed are likely just the content that is needed to send the email, and "Attempt to de-reference a null object" suggests that in trying to create the job to send the email, some value that was needed was missing. I don't know that it is worth your while to try to figure out that issue, if your primary problem is testing an autoresponder for a declined transaction. But if you need us to look into that further, we would need granted access to the partial sandbox, the name of the autoresponder, and the order number of the transaction you were trying to send an autoresponder for.
                  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/
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                  • #10
                    OK, changing the C&P Status detail to "0" and reprocessing will not work to trigger a declined autoresponder - so let me try a couple of other options to force a decline in a test account.
                    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

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                    • #11
                      To create a transaction in a test account that results in a decline, use "4111 1111 1111 1111" as the credit card number, and then set an invalid expiration date, for example, 09/20.

                      Then find that recent transaction, grab it's order number, and continue to use that transaction to test your decline autoresponder.
                      Last edited by CnP.LiveSupport.AB; Today, 10:51 AM.
                      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

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