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Can I map fields in the campaign member record?

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  • Can I map fields in the campaign member record?

    We have people registering for weekend programs, and the SKUs distinguish whether they're registering for both days, Sat only, or Sun only. But we're mapping all three SKUs to the same Primary Campaign Source. Is there a way to set a field in the campaign member record, based on the SKU, to indicate whether the attendee is coming for both days, Sat only, or Sun only? I can tell from the Donation record, because I have the SKU there. But in the campaign record, I don't have any indication, other than campaign member status = registered. It would be useful to have this information for program rosters. Thanks!

  • #2
    Good day!

    I am not sure it is possible. The best solution would be to make these different campaigns.

    The only connection is through campaign members and campaign members don't have any additional information that may be added to them.

    Have you considered different campaigns?
    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

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    • #3
      Thanks, and yes, I'm going to use different campaigns. But now I'm wondering if, in the Settings->Opportunity mappings, the Primary Campaign Source is set as the first satisfied condition, just as the Opportunity Name is. Because of the way my SKUs are defined, I care about the order in which I do the matching and the behavior when a match is found. On the C&P Settings->Opportunities page, Opportunity Name says it is set as the first satisfied condition, but PCS doesn't say.

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      • #4
        I still have the question above on whether the Opportunity Primary Campaign Source mapping stops at the first satisfied condition.

        And another question: is there a way to set my C&P PaaS account to test mode for a staging site, while still having it running in live mode on the live site? We've made some changes on our WooCommerce staging web site and I'd like to test on the staging site using the 41111 credit card. If I can't have both modes running at the same time, is it advisable to go fromlive to test in C&P for a few hours, and then back to live again? If so, can you remind me where in the portal I would do this. If that's not a advisable, I could just run live transactions and then credit them. I'm just interested in knowing if there are other options. Thanks.

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        • #5
          Good day!

          Yes - the instructions state your statement as well. See below:

          Click image for larger version

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          I hope that answers your question.
          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

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          • #6
            Well look at that! Thanks!

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