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Auto Pricess Salesforce Campaign ID and WID through API for Separate Donation Pages

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  • Auto Pricess Salesforce Campaign ID and WID through API for Separate Donation Pages

    We currently have a manual process in place using Word Press to enter the WID and SF Campaign ID on our FAAS form. The donations sync to the relevant Salesforce campaign appropriately and it works just fine.

    We are about to embark on a fundraising campaign that will require the exact same look and feel of the donation page that we currently have in place, except that each fundraiser will have their own unique page and campaign in Salesforce (denoted by the campaign Id). We have already created a process in Salesforce that automatically creates the individual fundraiser's campaign when he/she registers to be a fundraiser.

    Through FAAS, is there a way to pass the campaign id and WID to automatically create these new donation pages. Again, it is essentially the same page we already have, except the unique campaign id is associated with a specific person that is a subset of the master campaign. Is there a way to do this so we don't have to manually create these pages every time? There may be a different way to do this using widgets? Our concern is automating the process so that individual donations that come in are accurately associated with the fundraiser that brought them in.

  • #2
    Good day!

    Each FaaS form line item has campaign and SKU attributes.

    Campaigns are TEXT posts to Salesforce and the application will look for the campaign name (text) and if it does not find it it will create it. So if the campaign names are built dynamically, e.g. fundraiser name, it will be built automatically. This is how we do it in Connect.

    I am not sure if this is what you are looking for.
    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/
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    • #3
      Good Day! Thank you for your response, Please see this follow up question:

      We are using the "Tracker" field to pass along the campaign ID we configured in the portal. If we also pass along a value for the "Campaign" field as you recommend, will this overwrite the value for Tracker? Basically, can we have two campaigns linked to a donation using your method or do we have to choose either the "Tracker" or "Campaign" field?



      Originally posted by Support.Department View Post
      Good day!

      Each FaaS form line item has campaign and SKU attributes.

      Campaigns are TEXT posts to Salesforce and the application will look for the campaign name (text) and if it does not find it it will create it. So if the campaign names are built dynamically, e.g. fundraiser name, it will be built automatically. This is how we do it in Connect.

      I am not sure if this is what you are looking for.

      Comment


      • #4
        Good day!

        Tracker is not a campaign. Campaigns have a start date, end date, and a total and will post to Salesforce as campaign. A tracker is simply a reporting tool and is saved so you can get a report on the text.

        Campaigns are defined in the Campaign page whereas trackers are open text that may be added dynamically.

        Trackers are designed so an email campaign may be set up with a free text and later the report be reviewed for the tracker.

        Hope that answers the question.

        Both may be used at the same time but each mean something different and both are saved separately.
        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


        • #5
          Hello: We built a process for our program that uses the FAAS form to update an existing campaign in SFDC.

          We have an existing campaign in Salesforce that creates a campaign with a sfdc id and external id. WE have a process that pulls down the campaign name from SFDC and updates the FAAS form with the campaign name so that it would then, per the documentation and feedback we received here on the C&P forum, find the campaign within SFDC and update that campaign with the new donation that has just been processed.


          The process had been working great and we have been testing non stop for the past 5 or 6 days. However, a few hours ago, we were doing more testing and now the process does not work. It is creating a new campaign in Salesforce with the exact same Campaign Name that we are pulling down. We got an email earlier from Click and Pledge that there were some new features you were releasing. Could this in any way be affecting the process we set up?


          Any feedback you can provide would be really appreciated. We are lost on why this is happening now. Is there a process where we can match on the Salesforce ID? We also noticed that the PAAS library had been updated, could this be affecting our process?

          Comment


          • #6
            Good day!

            Per our discussion during the screen-share session it seems like the new user may not yet be active in the sandbox environment.

            The scenario you are describing occurs when our search for that Campaign returns a NULL value. The user assigned for connection may not have permission to see that campaign or the user that has set up the campaign is not yet available, therefore the permissions are not yet set.

            Please let us know if you run into this issue again so we can review it.
            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
              We pushed to production last night and we are still experiencing the same issue. Can someone look at our code to see what might be causing the issue? It was definitely working the proper way until a few days ago, and now it is treating it like the campaign is not there. We need to resolve ASAP, so if someone could help look at our code we would really appreciate it.

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