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How do I get C&P to tag my donations with a SKU when they go into Salesforce?

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  • How do I get C&P to tag my donations with a SKU when they go into Salesforce?

    Hello!

    Our donations have generally tagged the Opportunity Name with a specific formula that is detailed under the PAAS> C&P Settings>Opportunity>Customize Name. This stopped tagging recently as the donations coming through have lost their SKU, they are coming in blank. I understand you can use the SKU to do custom mapping and everything, but our donations do not have SKU's anymore. I found some info on changing the SKU in the legacy portal, but we are in the new interface and using a new donation form. Please help us tag our donations that come in through our Click & Pledge form with the SKU "Donation".

    Thanks!
    Andrea

  • #2
    Good day @andrea5j

    Would you please share the link URL of the donation page which you are referring to?

    Looking forward to hearing back from you.
    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/
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    • #3
      Sure! Here it is: http://scarletroad.org/give-hope/donate/.

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      • #4
        Hello, I found how you add a SKU. Click & Pledge>Campaigns>"Campaign Name">Campaign Details>Payment Details.

        Thanks!

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