Posting Gifts

[usamahali]

Hi,

- How do I post a Cash Donation or a Check (Not eCheck) to a Constituent Profile?
- How do I create Campaign Id's?

[CnP.Support]

Good day @ USAMahali,

To post cash to a contact you may use the virtual terminal in Salesforce. The Custom Payment type allows for processing payments under any name, e.g. cash, token, etc. etc. Simply enter a text for the payment type and process through the virtual terminal. Here is a a KB article: http://help.clickandpledge.com/custo...ticles/1164715

Campaign ID's are not created by you. When you define a campaign in Salesforce the ID is provided by Salesforce for that campaign. The Campaign ID is the ID of the defined campaign in Salesforce.

Hope that answers the question.

Please let us know if we can be of any further assistance.

[usamahali]

Thanks. For the Campaign Id's I actually meant how do I create a Campaign to begin with?

[CnP.Support]

Good day!

Since you are referring to Salesforce I am assuming you want to create a campaign in Salesforce.

Does this help? https://www.youtube.com/watch?v=4R6MCSHFNTY

Let me know if you need more information.

[usamahali]

Thanks. This is perfect