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  • Campaign ID URL Parameter not working

    I'm trying to have donations be assigned to certain campaigns based on parameters in the URL.

    Two questions:

    1. When the URL goes to a donation form on Connect with the "SalesforceCampaignID" set, it doesn't seem to work. The campaign of the opportunity is left blank. (Here's an example of the URL I created: https://connect.clickandpledge.com/w...8190604053259&SalesforceCampaignID=7012M000001WpqxQAC&trk=2004EM2)

    2. Is it possible to do this with the Wordpress Connect Plugin? I know you can set parameters in the form itself within the plugin, but can it be passed through in the URL?


    Thank you!
    Clay

  • #2
    Do you have this rule in C&P Settings > Opportunity to "Use Transaction Campaign"?

    Like this:

    Click image for larger version

Name:	2020-04-16_16-44-53.jpg
Views:	34
Size:	176.3 KB
ID:	52886
    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
      I did not; I will try that! Could you also answer part two of my question? Can URL parameters be passed to embedded forms via the Connect plugin?

      Thank you!

      Comment


      • #4
        No, that is not possible. May I ask what it is you want to do? Because I imagine you can easily manage this with SKUs rather than a Salesforce Campaign URL parameter.
        As in, how would you want to differentiate which SF Campaign the form uses?

        Using SKUs is really a much better option and gives a lot more control than setting the Salesforce Campaign in Connect.

        Donor Management with Salesforce: Power of SKU

        Last edited by CnP.LiveSupport.AB; 04-17-2020, 01:25 PM.
        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 would like to assign which email campaign a donation is in response to. So when a donor clicks a link from an email and makes a donation, I would like that opportunity to be assigned that email's campaign. How can I do that with SKU's without having to create a SKU mapping rule for every email campaign I create?

          Comment


          • #6
            That's a tall order - you're asking a system to automate something when you haven't given it specific instructions on how to handle. Is this a Salesforce Campaign that has a sub-campaign for donations where the lead source is email? (like your 2020 Annual Campaign might have subcampaigns to separate which donations were in response to a mailing, a facebook post, an email, etc)

            Do you have a standard naming structure for naming your Campaigns?

            Were you planning on dynamically setting the Salesforce Campaign ID URL parameter?
            Last edited by CnP.LiveSupport.AB; 04-20-2020, 08:14 AM.
            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
              I wouldn't think it's a tall order if I can tell it what the campaign is in the URL (i.e. SalesforceCampaignID), which is still not working after I updated the "Use transaction campaign" setting.

              I want to track the monetary success of individual email campaigns. I don't understand why that is difficult to accomplish.

              The naming structure is YEAR|MONTH|TYPE (EM = Email)|VERSION, so the last one sent was 2004EM1.

              Comment


              • #8
                There are 2 ways of setting the Salesforce campaigns in Connect:
                • Set the Salesforce Campaign on the Connect Campaign, and then add a rule in C&P Settings to use the Transaction Campaign.
                Click image for larger version  Name:	CNT SF Campaign.jpg Views:	0 Size:	157.9 KB ID:	52941
                • [*=1]OR Set Campaign by SKU
                Click image for larger version  Name:	CNT Campaign by SKU.jpg Views:	0 Size:	122.8 KB ID:	52942


                You asked
                How can I do that with SKU's without having to create a SKU mapping rule for every email campaign I create?

                You would need to create a SKU mapping rule for every campaign you create, or update an existing rule once a year, but you wouldn't have to pass it in the URL parameters anymore.

                Every Connect Campaign you create, you create a SKU for that campaign that is TYPE|EM, for example, "EM1"

                Then you create a SKU rule in Salesforce:
                SKU Starts With: EM1 and set it to the "2020 EM1 Campaign"

                Then next year, update the rule to go to "2021 EM1 Campaign".
                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


                • #9
                  So what scenario would I use the SalesforceCampaignID url parameter? Why doesn't that assign the campaign?

                  Comment


                  • #10
                    The parameters will not work because you've embedded the form, and you need the parameters passed to the iframe source inside the html. Since the Wordpress plugin generates that embed code for you, you don't have an opportunity to do that.
                    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


                    • #11
                      Right now, I have the url pointing directly to Connect donation form, not the embedded form. The full URL is https://connect.clickandpledge.com/w...AC&trk=2004EM2. Why isn't it working?

                      Comment


                      • #12
                        The part coming after the question mark is "637208190604053259&SalesforceCampaignID=7012M 0000 01WpqxQAC&trk=2004EM2". Generally, URL parameters are passed as a field and then a value, but I don't know what the "637208190604053259" is related to. Perhaps you could try leaving that part out, or assigning a field name and "=" to see if that resolves the issue with the Salesforce Campaign Id
                        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


                        • #13
                          That number was in the URL from the preview link under the Connect forms. I tried removing the extra number, but it still did not apply it to the correct campaign after a test donation. The full URL I tried was https://connect.clickandpledge.com/w...AC&trk=2004EM1

                          The tracker works fine every time.

                          Comment


                          • #14
                            Could you provide the Order Number for your test and grant login access so that we can see how the information is coming into Salesforce?
                            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


                            • #15
                              I'm sorry the answer hasn't been more direct, I was hoping to solve your issue in a more commonly used approach. The SalesforceCampaignId parameter is a parameter designed to be used with the Lift Campaigns - so the expectation is that there is a string of parameters used together. In the example provided, the parameters are joined together.

                              I do see that the URL parameters article is not as clear as it should be about this point, so we will update the article immediately.
                              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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