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

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  • tsisko
    replied
    Yes, thank you very much!

    Leave a comment:


  • CnP.Support
    replied
    Good day!

    I believe we resolved this issue during the office hour. You had not enabled the "Registration Email" so no emails were going out.

    You may want to review the release notes as this is a major change and alerts are provided in the release notes regarding this modification. See: http://forums.clickandpledge.com/for...e-event-3-1017

    Please let us know if we can be of more assistance.

    Leave a comment:


  • tsisko
    replied
    Hello! I am still having some problems:

    1. The Thank you message is not working.
    2. Registrant Emails (and address info) is still not getting into Salesforce. Only First and Last Name are getting upserted.
    3. No second (or third...) registrant information is being upserted into SF.
    4. Registration Emails are no longer working.

    Some of this may be a learning curve on my part but I could use some assistance.

    I have granted login access.

    Thank you ,
    Tracey

    Leave a comment:


  • CnP.Support
    replied
    Good day!

    We re-saved the setting and it is fine now. We have seen that at times after the upgrade settings are not saved correctly. We simply opened the setting and saved it.

    Would you please test now and let us know if you still have issues.

    Leave a comment:


  • tsisko
    replied
    Login access granted.

    Leave a comment:


  • CnP.Support
    replied
    Good day!

    Please grant us login access so we can review your instance.

    Leave a comment:


  • tsisko
    replied
    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

    Leave a comment:


  • CnP.Support
    replied
    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



    Leave a comment:


  • tsisko
    replied
    Yes! Please update our Salesforce instance. Thank you.

    Leave a comment:


  • CnP.Support
    replied
    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.

    Leave a comment:


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

    Leave a comment:


  • CnP.Support
    replied
    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

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ID:	19871


    Your version information is below: Click image for larger version

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Views:	26
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.

    Leave a comment:


  • tsisko
    replied
    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.

    Leave a comment:


  • CnP.Support
    replied
    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.

    Leave a comment:


  • tsisko
    replied
    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).

    Leave a comment:

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