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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

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

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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

            Comment

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