Sandbox upgrade assistance

[Sharon]

Please upgrade the Salesforce instance ID: 00DP0000004AMoYMAW with the latest release. Access has been granted for 1 week.

[CnP.Support.AM]

Good day @Sharon

We have upgraded your Sandbox instance with the latest version of Click & Pay Suite.

Please install the "Salesforce Sandbox Synchronizer" app in the Production instance and set it up so it posts data from your production to your Sandbox so you can test it and make sure all is OK.

Please check and let us know if we can further assist.

[Sharon]

Before I install the Sandbox Synchronizer, I want to 'make sure the autoresponders are disabled in the Sandbox'. I have to guess that the way to do that is to change the Responder Status on all 18 of our autoresponders to Inactive. Unfortunately, when I edit or create a new autoresponder the Responder Status field has nothing to offer in the drop-down. Actually, none of the drop-down fields work on that screen and the Create Activity History info bubble has the same text as the Responder Status info bubble.

I've granted access for a week.

[CnP.Support.AM]

Good day @Sharon

We have fixed it. It was due to the tags not being selected in Autoresponder Default settings.

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

[Sharon]

The reason we have 18 autoresponders is that apparently there is information in the transaction data that ties some records to a matching gift because of the Double the Donation integration. I had to duplicate the 9 original autoresponders and select '(AND) Matching Gift' in the Send When section of Click & Pledge so that the autoresponders would work.

How does Click & Pay deal with matching gifts? I see there is no Matching Gift option in the Send When section for Click & Pay autoresponders.

Thank you.

[CnP.Support.AM]

Good day @Sharon

Click & Pay have a Matching Gift option in Send When section; please see:



Is that what you are referring to?

[Sharon]

The Matching Gift field only shows up when creating new autoresponders. There are 9 existing autoresponders that should have that field checked. Do I need to recreate those 9?

[CnP.Support.AM]

Good day @Sharon

We reviewed and found the issue with displaying the Matching Gift condition in Autoresponders. Please note that Autoresponders are migrated as it is but only the issue is with UI display and hopefully, it will be addressed in the next release by next week.

Sorry for the inconvenience.