Click & Pledge Receipts

[lsoulet]

Hi there,
I have two questions regarding C&P receipts: can a C&P receipt be "attached" to an opportunity created in Salesforce (as a file perhaps)? And if we have multiple campaigns running simultaneously, can you have custom receipts for each campaign? Thank you.

[CnP.Support.AM]

Good day @lsoulet

You can create multiple custom receipts and assigned to specific Campaigns but it is not possible to attach to the opportunities in Salesforce.

Please let us know if you have any questions.

[lsoulet]

Great, thanks so much.

[pcfm1974]

Could you point me to instruction on how to have multiple receipts for campaigns using connect?

[CnP.Support.AM]

Good day @pcfm1974

It is very simple, all you need to do is to create the receipt under Receipt Settings and in Campaign, you will those created receipts from where you can assign it.

Please review the following KB article: https://support.clickandpledge.com/s...nnect-receipts

Please review it and let us know if you have any questions.