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No fee event -question, "Process" button, addl info. requested, and no emails sent

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  • No fee event -question, "Process" button, addl info. requested, and no emails sent

    Hello, Thank you for your previous help. Salesforce.com Organization ID00D1a000000ZlQ6

    I have a few more issues that I'm having trouble resolving. The event we're planning is a no-fee event. I do have Click and Pledge connected and verified. I have tried connecting C & P in both Production and Sandbox mode. I've also tried changing the Salesforce side to Active from Test mode. Which should I be in? - just trying things out right now.

    1. When someone registers for the event, either as a registration level or Table captain level they need to press the green "Continue" button at the bottom. Then it seems that "Additional Information" is required and they need to choose "copy from" or else they have to type everything in again. Then press"Process." I'm wondering if I have something set or not set somewhere that needs the additional information?

    2. While the registration does seem to be recorded and I can see it in the list of registrations - there are no emails being sent. I went in and created a ticket template and then checked send eTickets, but still no emails. In the registration listing - all of the ones I have done say Status is "Declined" Is that why no emails? There is no fee so, I'm not sure what to do here.

    3. I want to offer that if someone cannot attend they can make a donation with a list of optional donation amounts. Is that possible? I see where to add the donation in and done that- and receipts are generated and emails sent for these donations.

    Thank you for your help.
    Patrice
    Last edited by patrice.briggs; 08-06-2015, 04:33 PM.

  • #2
    Good day @Patrice.Briggs,

    Your questions were answered in the office hours and I will provide answers to complete the thread.
    1. When someone registers for the event, either as a registration level or Table captain level they need to press the green "Continue" button at the bottom. Then it seems that "Additional Information" is required and they need to choose "copy from" or else they have to type everything in again. Then press"Process." I'm wondering if I have something set or not set somewhere that needs the additional information?

      REPLY: The current system offers a registrant the option to register many people. If an event is not "Anonymous" then each attendee needs to be entered individually. Once all attendees are entered the registrant needs to enter his or her information. If you don't want the attendees to enter their information twice you may want to consider the anonymous events but with this configuration you will not have details of any attendee.
    2. While the registration does seem to be recorded and I can see it in the list of registrations - there are no emails being sent. I went in and created a ticket template and then checked send eTickets, but still no emails. In the registration listing - all of the ones I have done say Status is "Declined" Is that why no emails? There is no fee so, I'm not sure what to do here.

      REPLY: The problem was that your attendees & registrants were in the Temporary Contact. We resolved this and upgraded you so all should be fine now.
    3. I want to offer that if someone cannot attend they can make a donation with a list of optional donation amounts. Is that possible? I see where to add the donation in and done that- and receipts are generated and emails sent for these donations

      REPLY: Yes- all works as you described. With release 3.x you may define an email for donations only also so you have full customization options.
    I hope the above has answered all your questions. Please let us know if we can be of more assistance.
    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
      Thank you very much for your help both in the office hours and on the phone. I have a few follow up questions.
      1. When someone registers for the event, either as a registration level or Table captain level they need to press the green "Continue" button at the bottom. Then it seems that "Additional Information" is required and they need to choose "copy from" or else they have to type everything in again. Then press"Process." I'm wondering if I have something set or not set somewhere that needs the additional information?

        REPLY: The current system offers a registrant the option to register many people. If an event is not "Anonymous" then each attendee needs to be entered individually. Once all attendees are entered the registrant needs to enter his or her information. If you don't want the attendees to enter their information twice you may want to consider the anonymous events but with this configuration you will not have details of any attendee.

        FOLLOW UP QUESTION: I do need the details of the attendees (Table Captain Selection and Meal Choice) so the Anonymous event will not work for this event. When I select "Copy From" it copies everything except for the Table Captain selection. I see on the custom form field setup page that select lists are passed as blank. Why is this? Is there any way around it? It would be nice if the person registering didn't have to fill that out again. I think they won't notice that it's not filled out, and since it's not required - it will go through without them re-entering that information.
      2. While the registration does seem to be recorded and I can see it in the list of registrations - there are no emails being sent. I went in and created a ticket template and then checked send eTickets, but still no emails. In the registration listing - all of the ones I have done say Status is "Declined" Is that why no emails? There is no fee so, I'm not sure what to do here.

        REPLY: The problem was that your attendees & registrants were in the Temporary Contact. We resolved this and upgraded you so all should be fine now.
      3. I want to offer that if someone cannot attend they can make a donation with a list of optional donation amounts. Is that possible? I see where to add the donation in and done that- and receipts are generated and emails sent for these donations

        REPLY: Yes- all works as you described. With release 3.x you may define an email for donations only also so you have full customization options.

        FOLLOW UP QUESTION: I've got the email responses working for the additional donation amount. I was hoping to list optional donation amounts for the Additional payment amount. I don't see where I can make that happen. Can you point me in the right direction?

      Comment


      • #4
        Good day @Patrice.Briggs,

        Question: I do need the details of the attendees (Table Captain Selection and Meal Choice) so the Anonymous event will not work for this event. When I select "Copy From" it copies everything except for the Table Captain selection. I see on the custom form field setup page that select lists are passed as blank. Why is this? Is there any way around it? It would be nice if the person registering didn't have to fill that out again. I think they won't notice that it's not filled out, and since it's not required - it will go through without them re-entering that information.
        Reply: If you have a question for the registrant that does not have a value based on attendee entries then it will be blank.

        Question: While the registration does seem to be recorded and I can see it in the list of registrations - there are no emails being sent. I went in and created a ticket template and then checked send eTickets, but still no emails. In the registration listing - all of the ones I have done say Status is "Declined" Is that why no emails? There is no fee so, I'm not sure what to do here.
        Reply: Are you using release 3.x? this has changed in 3.x and you need to define an email for each type of payment & level.

        Question: I've got the email responses working for the additional donation amount. I was hoping to list optional donation amounts for the Additional payment amount. I don't see where I can make that happen. Can you point me in the right direction?
        Reply: I am not sure I understand what you mean by this question.
        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
          Ok - thank you. A couple more follow ups.
          Question:
          I do need the details of the attendees (Table Captain Selection and Meal Choice) so the Anonymous event will not work for this event. When I select "Copy From" it copies everything except for the Table Captain selection. I see on the custom form field setup page that select lists are passed as blank. Why is this? Is there any way around it? It would be nice if the person registering didn't have to fill that out again. I think they won't notice that it's not filled out, and since it's not required - it will go through without them re-entering that information.
          Reply: If you have a question for the registrant that does not have a value based on attendee entries then it will be blank.
          Follow up: Is there a way to make a custom question that will be passed? I need to record the attendees Table Captain and Meal Choice.

          Question:
          I've got the email responses working for the additional donation amount. I was hoping to list optional donation amounts for the Additional payment amount. I don't see where I can make that happen. Can you point me in the right direction?
          Reply: I am not sure I understand what you mean by this question.

          Follow up: I'd like to have a radio button with amounts like $1000, $500, $250, $150, Other listed so they can choose an amount or click other and fill in the amount.

          Thank you. Patrice

          Comment


          • #6
            Good day @Patrice.Briggs,

            Custom questions are passed and they are in the attendee and registrant report. The role is also in the report. Is that not being shown in the reports?

            As for the radio button the event management system does not have the donation option as radio button. it is only available as an open text box for addition of any amount. The main reason for this is to make the UI less cluttered and not too busy with fields.

            We will add this as a feature request for a future update.
            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


            • #7
              Good day @Patrice.Briggs!

              Today we had 2 updates for the Event & PasS applications and wanted to update your instance as part of your request for upgrade to the latest release of 9.x and 3.x. Unfortunately we no longer have access to your account.

              If you wish to have your instance upgraded please grant us login access and let us know so we can upgrade your instance.
              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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