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  • I am in need of post installation assistance

    I need post installation assistance with C & P and Salesforce for both Donor Management (Payments as a Service) and Donor Management (PaaS) and Events. Salesforce ID 00D1a000000ZucW . I have granted C & P access.
    Last edited by Lauren; 12-04-2018, 06:34 PM.

  • #2
    Good day @Lauren

    We reviewed and completed the post-installation steps in your instance.

    Please let us know if we can be of any further 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. Do I continue to do things in Click & Pledge? Will donations automatically appear in Salesforce as opportunities? Where can I find out how to send out a custom thank you letter 1 day after a donation is made? Thank you! This has not been easy switching over. So many questions.

      Comment


      • #4
        Good day @Lauren

        Yes, you are all set and the donation will post automatically to your Salesforce instance. The opportunities will create based on the C&P Settings. You may send the responder immediately or may be delayed, it all depends on the settings. Autoresponder will send based on the settings/conditions.

        Please review the above mention KB articles and let us know if you have any questions.
        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
          Unfortunately, those articles did not provide enough guidance as to where and how to design a custom thank you letter. Do you have more links that provide step by step? Also, I do not see an option on my payment form for echecks, only credit cards. I would like to add echecks as a payment option.

          Comment


          • #6
            Good day @Lauren

            Here you go: http://help.clickandpledge.com/custo...ticles/1164739

            However, may we ask that you start a new thread when asking a new question. When different questions are asked within the same thread it makes it real hard for others to use this or for us to keep track of questions.
            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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