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No Registrants' contact records getting properly filled?

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  • No Registrants' contact records getting properly filled?

    Hi Click and Pledge Support,

    I'm having some trouble with my Event Registrants not attaching/creating Contact records, and I was wondering if you could help me troubleshoot? I have four test registrants in the screenshot below, and none have created contacts or attached to existing records.
    Click image for larger version

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    I then went to "Manage Temporary Contacts", and saw nothing:
    Click image for larger version

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    And then I checked the full C&P Temporary Contacts, still with no luck.
    Click image for larger version

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    What else could it be?

    Best,

    Bill

  • #2
    Good day Bill,

    You have not connected your Click & Pledge account to Salesforce. When a registration is done the payment information posts back to Salesforce completing the assignment of contacts, etc.

    In the absence of connection all bets are off.

    Click image for larger version

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    To connect Click & Pledge to Salesforce please see the following KB article: http://forums.clickandpledge.com/con...-to-Salesforce

    Please let us know if we can be of any further assistance.
    Regards,
    Click & Pledge Support Department

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    Comment


    • #3
      So close.... and yet so far. Boy do I feel silly now. Thanks for the help!

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