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Update Recurring Transaction Campaign

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  • Update Recurring Transaction Campaign

    I have a client who receives a lot of recurring transactions and the campaign code is paramount because they actually provide some small commissions to some of the people that fundraise on their behalf.

    They regularly have donors that use the general donation pages and they have to retroactively assign those donations to their source. I was wondering if there is a way to update the campaign associated with a recurring donation so that future gifts in Salesforce will be matched accordingly.

    Thanks!

  • #2
    Good day dstephens

    This has been requested by another client quite recently on this forum. Our team is working on it as part of the August release. Please keep an eye on the release notes.

    For now it cannot be done but will be added shortly.
    Regards,
    Click & Pledge Support Department

    Join us @ the educational webinars: https://clickandpledge.com/webinars/
    Live Support- read more: https://support.clickandpledge.com/s/article/general-information-live-support/

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