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Posting Gifts

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  • usamahali
    replied
    Thanks. This is perfect

    Leave a comment:


  • CnP.Support
    replied
    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.

    Leave a comment:


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

    Leave a comment:


  • CnP.Support
    replied
    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.

    Leave a comment:


  • usamahali
    started a topic Posting Gifts

    Posting Gifts

    Hi,

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