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How to break out the Additional fee to a separate campaign in Salesforce

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  • How to break out the Additional fee to a separate campaign in Salesforce

    We are transitioning from the legacy system to the connect C&P, and wanted to utilize the opt-in choice for users to offer to cover the cost of the transaction fees. However, we need to make sure that that $$ does not get put into the registration campaign, or donation, but to break it out. How have others dealt with using this option? Any suggestions would be greatly appreciated.

  • #2
    Hi SageM,

    Please assign a SKU to your additional fee (perhaps "DON-ADDFEE", and then create a SKU rule in Salesforce > C&P Settings > Opportunity > Primary Campaigns for that SKU.

    To learn more about working with SKUs, here is a SKU Tutorial.

    SKUs make people uncomfortable because they require some planning, and must be 'made up' to suit your needs, but SKU (Stock Keeping Units) is a standard retail term, and when it comes to C&P in Salesforce - they are magic! You will love them once you get used to them.

    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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    • #3
      Sage,

      As we discussed this issue in Live Support, and have not heard back from you here - we will assume your issue is resolved.

      ~ Amanda
      Live Support
      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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