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Linking Connect Campaigns to Salesforce Campaigns

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  • Linking Connect Campaigns to Salesforce Campaigns

    I recently set up a campaign in Connect for our upcoming golf tournament. I have it linked to a specific campaign and campaign ID number in Salesforce. However, when the information crosses over into Salesforce, the campaign information is not there. I can see it linked to the correct campaign in the transaction section of Click & Pledge but was wondering why it doesn't cross over to Salesforce.

  • #2
    Good day @lselden

    Would you please grant us login access to your Salesforce instance and share the order number so that we can review it?

    Looking forward to hearing back from you.
    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/
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    • #3
      Please review the order 61026-2008261015550854000. The data in salesforce has been adjusted to reflect the campaign the gift needs to be attached to put I had to manually attach it. Access has been granted for one week with the end date of 9/3/2020.

      Thank you

      Comment


      • #4
        Good day @lselden

        We reviewed and found that the transaction Campaign has been assigned correctly. If you want to assign the transaction campaign as a primary campaign source to the opportunity then you need to set up the mapping under C&P Settings >> Opportunity > Primary Campaign Source. We have set that for you with the condition as "Any or Blank SKU" with "Use Transaction Campaign". We reposted the transaction and the campaign assigned as expected.

        Primary Campaign Source of Opportunity: Please review the last page in the Slide https://support.clickandpledge.com/s...---opportunity

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

        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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        • #5
          To ensure I am understanding correctly. For each campaign we have in Click & Pledge (general donation and special events), in order for them to link to the campaign automatically in Salesforce, we have to set up the correct campaign ID's for each?

          I appreciate the help as we are very new to C&P.

          Comment


          • #6
            The transaction campaign will get assigned based on what is set in the source of the transaction (i.e general donation page or in Events) but if you want transaction campaign to be opportunity primary campaign source then you need to set up the mapping under opportunity primary campaign source and check the box for "Use Transaction Campaign" otherwise map it by campaign IDs for each as shown below.

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            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
              We are still experiencing issues on our end with linking Connect Campaigns to Salesforce Campaigns. Could you please explain what you mean by transaction campaigns? We are just trying to wrap our head around the terminology.

              Comment


              • #8
                Would you please refer to the following thread which explains about the Campaigns: https://forums.clickandpledge.com/fo...0452#post40452

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