Boost recurring donations this giving season with the new upsell prompt!For a Salesforce Element on a Directories page, you can add a prefix and suffix around the Salesforce data. This prefix and suffix can be 1) regular text; 2) HTML; and / or 3) Soapbox Shortcodes.
To add a prefix and suffix to a Salesforce Element:
- Navigate tot he Directories Manager
- Click Form Manager
- Open the form containing the records to which you wish to search and display
- Go to the List Display or Record Display tab
- Click the Edit Element icon for the Salesforce Element - or click Add Salesforce Element, if the element does not exist yet
- For Prefix, enter the text, HTML or Soapbox Shortcode you wish to use
- For Suffix, enter the text, HTML or Soapbox Shortcode you wish to use. NOTE: If using HTML or a Soapbox Shortcode, make sure that you have the proper closings tags in the Suffix.
- Click Save
- Click Save on the form