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Fee SKU for recurring donations

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  • Fee SKU for recurring donations

    I belatedly found the area for adding an SKU to the additional donor fee. However, I've noticed that fee opportunities created for established recurring donations don't include the fee SKU. Is there a way to update all future fee opportunities to include it?

  • #2
    Similarly, it would be nice to be able to change the primary campaign source for future recurring donations.

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    • #3
      Good day @Regina Hodge

      You may update the Item Name as well as SKU's for the recurring transaction by going to the most recent recurring installment transaction detail page where you will find the Item as well as Additional Fee SKU under Description:

      Click image for larger version

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      Regarding the Primary Campaign Source, do you mean Primary Campaign Source in SF? If yes, then you can change it by mapping within the Salesforce.
      Regards,
      Click & Pledge Support Department

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

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      • #4
        Is there a way to do this en masse? We have over 200 monthly recurring donations.

        I'll look into our campaign source mapping in Salesforce.

        Thanks!

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        • #5
          NO, that is something do it manually one by one.
          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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