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    We are having some trouble with Gravity Forms. We were able to get the SKU to work correctly but can't seem to be able to get Primary Campaign Source to transfer to Salesforce properly. It shows up in the transaction record but does not populate on the donation page.
    we have tried every variation recommended here: http://manual.clickandpledge.com/Gravity-Forms.html and are totally out of ideas.
    Any help is much appreciated.

  • #2
    Good day!

    Do you have an Order Number so we can check.

    Comment


    • #3
      where would i find the order number?

      Comment


      • #4
        Good day!

        All transactions have an order number. You may find them in the C&P Transaction.

        Click image for larger version

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        also for the transaction.

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        Hope that helps.

        We need to see a transaction that is not doing as expected. This naturally is a matter of your settings and we need to review the C&P Data and compare to your settings.

        Comment


        • #5
          Order number: 1605131514220411111

          Comment


          • #6
            Good day!

            This is a bit strange. Please see:

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            The Opportunity does not exist. Since we do not see any errors in the C&P Data we are confident that the transaction was created successfully.

            Any idea what has happened to the Opportunity?
            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


            • #7
              I'm sorry. I mustve given you one that was deleted. Here this one is there: 1605170911544331111

              Comment


              • #8
                Good day!

                No problem we will investigate further. For future we strongly recommend that you use the Maintenance (C&P Settings > Maintenance) for deleting any transactions. Using the DELETE feature of Maintenance you will be able to remove all traces of the transaction instead of its parts.

                We will update this once we review the issue further.
                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


                • #9
                  Good day!

                  In reviewing your post we observed the following:

                  Point 1:

                  Your version of GF plugin is old and we recommend that you upgrade to the latest version. The latest version number is 3 and your release is as shown below:

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                  Point 2:

                  Per the following we are a bit confused (more than a bit).
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                  Why are these fields being passed as custom questions? OnSuccessURL, etc. are all FaaS form fields for API. They have nothing to do with the GravityForm. Please review: http://manual.clickandpledge.com/Gra..._for_a_Product

                  All these fields need to be removed as they serve no purpose and as they are custom fields they will show up on the receipt. This is a bit confusing as to why they show up there.

                  Point 3:

                  The campaign is being passed as a custom question. While this may work if you do "Custom Question Mapping" in the settings, it is not really the optimal way of doing it. We suggest you use the SKU and map the SKU to a campaign in the C&P Settings.

                  Point 4:

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                  In the product definition you have used the SKU = ntk-donate

                  You may use this and map this SKU to a primary campaign in the C&P Settings. You have done similar mapping but have not done it for this SKU

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                  If you may the SKU in the "Primary Campaign Source" section you will be able to easily map it to a campaign.

                  Please make sure to upgrade to the latest release. See release notes: https://forums.clickandpledge.com/fo...5-2-gf-v1-9-19

                  Let us know if we can be of more 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


                  • #10
                    I will go ahead and update the version.
                    However, the issue is that our SKU for that form is NOT the same as the campaign.
                    SKU=ntk-donate
                    campaign=WQ
                    is it not possible to have seperate and distinct SKU and primary campaign source?

                    Comment


                    • #11
                      Good day!

                      You can -- it is just that you are in old release and that feature is not available.

                      If you check the manual you will see how this is done with the new release: http://manual.clickandpledge.com/Gra..._for_a_Product

                      Please review & let us know if you have any questions.

                      Comment


                      • #12
                        it is working now! thank you!

                        Comment


                        • #13
                          Great.

                          Please let us know if we can be of more help. Always love happy endings.
                          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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