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C&P Temporary Contacts-Email not being upserted into Contact when Processing

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  • C&P Temporary Contacts-Email not being upserted into Contact when Processing

    I have Contact creation set to semi-automatic as recommended. When I go to process the Temporary Contacts, the contact's EMail is not being inserted into the Salesforce Contact. Only the Last and First Name are appearing in the Temporary Contacts list.

    Please not that this is a free event, so while I am collecting First Name, Last Name, Phone, Email, etc. on the Registrant screen; I am only collecting First Name and Last Name on the Payee Screen (as is required and as I was advised by C&P in a previous post).

    Here is a snapshot of the Registration page:


    Here is a snapshot of the Payee page. Since this is a free event, we are only collecting the minimum info required for the payment processor.


    Last edited by tsisko; 10-11-2015, 04:04 PM. Reason: Added clarification and screen shots.

  • #2
    Good day!

    I am a bit confused. You are stating that you are not collecting email but expect the email to be populated? Please clarify
    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/
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    Comment


    • #3
      Hello, I updated my original question with clarification as your requested. I hope this gives you enough information to help.

      Thank you,

      Traey

      Comment


      • #4
        Good day!

        The images are not showing up. Please update your post and add the images - currently I see the image missing icons.

        You may want to also attend office hours so we can review it live. The next office hours starts in 30 minutes (daily from 3 - 4 p.m. ET - all questions have to posted by 3:30 p.m. ET)
        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
          On the Registration: General Admission form I have the following fields:

          First Name, required
          Last Name, required
          Email, required
          Phone, optional
          Street, optional
          City, optional
          State, optional
          Zip, optional
          Country, optional

          On the Registration: Payee form I have the following fields:
          First Name, required
          Last Name, required

          **I have Contact creation set to semi-automatic as recommended. When I go to process the Temporary Contacts, the contact's EMail is not being inserted into the Salesforce Contact. Only the Last and First Name are appearing in the Temporary Contacts list.

          Please not that this is a free event, so while I am collecting First Name, Last Name, Phone, Email, etc. on the Registrant screen; I am only collecting First Name and Last Name on the Payee Screen (as is required and as I was advised by C&P in a previous post).

          Comment


          • #6
            Good day!

            To expedite this please grant us login access to your account and the order number for a transaction whose email is not there.

            Based on your comment the email field is mandatory and is being collected but not showing in the Temporary Contact. Of course since you are not asking the registrant for email the registrant will not have email so any contact that is related to the registrant will NOT have the email. I am sure that is obvious.

            Once we have access and an order number we can figure out what is going on.
            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
              Access granted to click and pledge support. Please note that I am collecting Email on the General Admission Registration form but it is not showing up in Salesforce. I am only asking for First Name and Last Name on the Payee Registration Form as this is a free event and First and Last Name is mandatory for you payment processor.

              Comment


              • #8
                Good day!

                In reviewing your instance we noticed that your instance is at Event 2.3x which is more than a year old. Please see your version relative to the current supported version: http://manual.clickandpledge.com/Sal...ase-Notes.html
                Click image for larger version

Name:	2015-10-15_8-31-23.jpg
Views:	15
Size:	124.1 KB
ID:	19871


                Your version information is below: Click image for larger version

Name:	2015-10-15_7-45-30.jpg
Views:	14
Size:	60.4 KB
ID:	19866



                The current release is 3.1x. Support is provided for the latest and the prior versions only.

                We can upgrade your instance at no cost. The new interface has a number of changes and we ask that you review the release notes, etc. to familiarize yourself with the new release. As stated our upgrade program is free and it will take us 24 hours to bring your instance up-to-date.

                Please let us know how you wish to proceed.
                Last edited by CnP.Support; 10-15-2015, 07:33 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

                Comment


                • #9
                  Will this upgrade:
                  1. Address the problem that I am having?
                  2. Impact (change the URL, etc.) any active events?
                  Thank you,

                  Comment


                  • #10
                    Good day!

                    The URL will not change as all updates are backward compatible.

                    Please see the latest release notes: Event 3.1: http://cnp.mn/1OVLq46

                    As for if this fixes your problem- we still do not know the issue but you are so far behind that we cannot determine what your problem is as it is not related to what is current. Once the update has been done you can see if the issue persists.

                    Let us know if you wish your instance to be upgraded.
                    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! Please update our Salesforce instance. Thank you.

                      Comment


                      • #12
                        Good day @tsisko,
                        We have upgraded you as requested.

                        Please make sure to review each event & the new "Registration Emails" tab in each event.

                        Release notes:

                        In PaaS 9.1 you can now send SMS to contacts. You may want to read more about it: http://cnp.mn/1IXtLuA

                        If you have live events make sure to review the "Registration Emails" tab as the email to attendees & registrants will NOT be sent with this upgrade and need to be enabled in the "Registration Emails" tab. See: http://help.clickandpledge.com/customer/portal/articles/2078055-event-management-for-salesforce-registration-emails

                        You may also join our Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

                        Please let us know if we can be of any further assistance.

                        Power of Us HUB: https://powerofus.force.com/0F980000000CjpC
                        Partner HUB: https://powerofus.force.com/0F980000000Cjpq



                        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
                          Thank you for the upgrade! However, when I select to edit my event Registrant under the "Registration Emails" tab, I get the following error. Help!~




                          Attempt to de-reference a null object
                          An unexpected error has occurred. Your solution provider has been notified. (CnP_PaaS_EVT

                          Comment


                          • #14
                            Good day!

                            Please grant us login access so we can review 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


                            • #15
                              Login access granted.

                              Comment

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