Release Date: December 9, 2015
Upgrade:
- Upgrading to the latest release may easily be done through the C&P Settings > About C&P Apps. Click on the synchronize button and update each app by clicking on the corresponding update button. https://support.clickandpledge.com/hc/en-us/articles/36998957681435-Click-Pay-Salesforce-Settings-About-C-P-Apps
- Free Upgrade Assistance: Let us do the upgrading for you. Simply post the upgrade request here: https://cnp.ooo/Salesforce-Upgrade
Webinars:
- New Release Webinar: https://support.clickandpledge.com/hc/en-us/sections/36976604115099-Recorded-Webinars
- Fundraising Automation with Double the Donation & Vertical Response: https://support.clickandpledge.com/hc/en-us/articles/37039222587291-Fundraising-Automation-Double-the-Donation-and-Campaign-Lift-with-Predictive-Response
New Features:
- Issue full credit through the C&P Transaction tab.
- Recurring Management: Change credit card number, cancel recurring, charge next payment ahead of schedule, process a previously declined payment.
- Integration with DoubleTheDonation.
- SMS Autoresponder.
- Campaign Lift.
- Process Similar Transactions.
- Integration with QuickBooks Online through Workato
- C&P Designer:
- Addition of Transaction date as: Year, Month (text & number), Day as separate fields allowing for custom formatting in any order
- Addition of Today's date as: Year, Month (text & number), Day as separate fields allowing for custom formatting in any order
- Addition of Matching Gift information (Employer name, Matching Gift details) as part of the integration with the DoubleTheDonation
- C&P Autoresponder:
- Addition of Refund/Credit condition
- Addition of Matching Gift condition
- Removal of Salesforce SMTP. For backward compatibility the Salesforce SMTP will work but new Autoresponders will only be set with Click & Pledge SMTP and custom SMTP.
- Send to a specific email in case no email is provided with transaction
- C&P Settings > Opportunities
- Opportunity creation for matching gift
- Opportunity customized name for matching gift
- Opportunity primary campaign source for matching gift
- Opportunity record type for matching gift
- Opportunity contact role for matching gift
Behavior Changes:
- Merging of the Event & Payment temporary Contact through a new tab. The standard tab for the "C&P Temporary Contact" should be deleted as it will no longer be used.
- Removal of Salesforce SMTP from all features due to its limitation. All SMTP connections will be using the Click & Pledge SMTP unless customized in the Autoresponder.
- Discount opportunity campaign will be set as the Transaction campaign.
- The patron name automatically populates the "Name on Card" field after contact lookup
- Autoresponder logs are part of the global log files and will not longer be customized individually. All autoresponders will follow the same default setting.
- Pledge allocation is now based on Charge Date and not the creation date
- Opportunity customized name based on the Charge Date
- UI Changes
- Custom Question changed to "Custom Mapping"
- Patron Value Rank changed to "Patron Rank"
- Patron Value Rank changed to a new tab and in a section titled: Analytics