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  • Campaign not showing up

    I am making a donation page and cannot get the campaign to show up. Help! JoyRide Center, Inc. SF ID 00DA0000000Zunn. Trying to make the campaign "2015 Giving Tuesday". I keep making it but it does not show up when I go to manage campaigns. I have already created it in SF.

  • #2
    Good day!

    I need a bit more clarification before trying to answer your question.

    Are you stating that in Salesforce the donations are NOT showing up in a specific campaign?

    OR

    Are you stating that in Connect the campaigns you have created do not show up when you try to view the campaign?

    Please clarify your question as I am confused as to where the issue is, Salesforce or Connect?
    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


    • #3
      To clarify, in the process of making a check-out page, I go to the "campaign" tab, fill out the info for the campaign "2015 Giving Tuesday", save it, but it does not show up in the list of campaigns. 10 minutes before, we made one for a different check-out page (2015 Christmas Catalog) and it worked fine. Hope that is clearer.

      Comment


      • #4
        Good day!

        In your Connect account I only see the following campaign:

        Click image for larger version

Name:	2015-10-10_14-39-19.jpg
Views:	23
Size:	64.0 KB
ID:	19752

        No other campaigns are recorded. In defining a campaign you might have missed a field & missed the alert before exiting.

        At this time you only have default campaign - you can see it in your profile as well: https://connect.clickandpledge.com/O...joyridecenter/

        I am not sure if I have answered your question. Please let me know if we can be of more help.
        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
          I'm not talking about a Connect acct. (I don't even know what that is, actually!) I go to www.clickandpledge.com, login at Admin login, click on Checkout Pages, click on the edit button of our 2015 Giving Tuesday advanced check out page, and click on the Campaign tab. That is where I cannot seem to make a campaign of 2015 Giving Tuesday.

          Comment


          • #6
            Good day!

            Connect is the next platform that will be the future of all pages. You are already on Connect: https://connect.clickandpledge.com/O...enterInc11036/

            All clients are on Connect - it is a peer-to-peer fundraising platform included with your account. The portal you are referring to will retire in 2016 so all clients are encourage to start migrating to Connect. Here are the articles that may help you see the full potential of the platform for your organization: http://help.clickandpledge.com/custo...nnect/articles

            Now to your question:

            I just logged in to your account and created a campaign with the same name. See below:

            Click image for larger version

Name:	2015-10-11_13-05-06.jpg
Views:	18
Size:	79.8 KB
ID:	19781

            is this what you are trying to do?
            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
              Good day!

              Please note that the initial confusion with responding to your post was because your question is related to the Portal but you posted your question to the Salesforce channel. Each of our products have their own forum channel so please post your question to the appropriate channel to help with a timely response to your question.

              I will move this question to the appropriate channel.
              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


              • #8
                Yes, that is what I was trying to do! So you had no problem doing it at all? Both myself and my co-worker tried several times. Wonder what we did wrong? I was not aware that everything was moving to Connect. Is it specific to Salesforce? I'll review those articles. Sorry to have put my question in the wrong channel. Learning things all the time! Thanks for your help!

                Comment


                • #9
                  Good day!

                  No problem.. just trying to make sure you are aware of the channels. When we read the post we have to first figure out what product and the channel helps us narrow it down.

                  Connect is not for Salesforce. It is the next Click & Pledge platform where all of our pages, admin, user, etc. etc. will move to. Portal features are slowly moving to Connect and it is our goal to retire the legacy portal by the end of next year.

                  Your login information for Connect is the same as your portal login and as stated before you are live on Connect. I highly encourage you to login and set it up. You may set up fundraisers, goals, etc. and have your patrons & supporters raise money through their social channels.

                  Please review the various videos and KB articles and let us know if we can be of more help.
                  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
                    Suggestion...maybe a webinar to show people what all is involved in moving everything over to Connect? When I read about Connect, it said Peer to Peer, so we were not interested in that so I have ignored it. I won't now, though!

                    Comment


                    • #11
                      Good day!

                      Sure.. but we have webinars about this every other Thursday. Here it is: http://clickandpledge.com/webinar

                      Hope it helps.
                      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


                      • #12
                        No, I mean a webinar for someone not interested in the peer to peer aspect of Connect, just using it for what we are using the portal for now...or maybe that is covered in these Thursday webinars?

                        Comment

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