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Virtual Terminal Custom Questions

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  • Virtual Terminal Custom Questions

    We have some custom questions set up on our Connect forms that use SKU values to map. For example, Would you like to receive emails? and the Yes value is associated with an SKU and I use that SKU to map to a checkbox on the opportunity or contact record in custom mapping in C&P Settings.

    We sometimes have people give us credit card information over the phone and we use Virtual Terminal to enter those gifts (as is best practice). However, to add custom questions in Virtual Terminal it looks like I can only choose the question name and the answers. There is no option to add an SKU value.

    Is that possible with custom questions in Virtual Terminal? I know I can also map by custom question name in custom mapping, but that is not as exact as using an SKU (and we already have the SKUs set up and working for our other donations).

  • #2
    Good day @kwclick5

    Please note that in Custom Mapping, it is an "Item SKU Map" in which you can map it based on Item SKU, not the custom question SKU.


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    Regards,
    Click & Pledge Support Department

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    • #3
      Oh that's right, so I could have people add the SKU value to the item they are processing in VT. But, then they have to know the SKU value and enter it correctly (versus if I set the mapping up with a custom question once and then they can just select yes or no).

      The question answers aren't always the same for each gift, so I can't set up a default item with the SKU set either. So, you might consider as a new feature allowing SKU mapping in Custom questions in Virtual Terminal (mimicking the set up in Connect).

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      • #4
        Good day @kwclick5

        We have discussed and considered your request and will be implemented in the second phase of the v10.
        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
          Wonderful - thanks so much!

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