Creating & Managing C&P Autoresponders

autoresponders are automatic emails that are sent out when an opportunity is created as a result of a C&P Transaction.  They take a C&P Design and populate any merge fields from the contact or transaction and get sent out based on a series of criteria in the Autoresponder's rules.

First you need a design

Navigate to the C&P Designer tab and either create a new design (C&P's documentation on it are here:  http://manual.clickandpledge.com/Salesforce-PaaS-Designer.html ) or select an existing design and clone it.

Once you have your design complete

Go to C&P Settings->Autoresponder->Email

Go to C&P Settings->Autoresponder->Email

Press New to create a new autoresponder

Press New to create a new autoresponder

Fill out the Fields

And that's it, your new autoresponder ruleset is up and running and will send emails whenever a transaction comes through the system and matches the criteria specified (usually the SKU).