Hi all,
Does the Salesforce integration track fundraisers as well as all the transactions? I see how individual donors are created as contacts and marked as participants in a given campaign, but what I'd really like to do is have a field for the people who are actually fundraising. This would make it easier for the next year to run a report for all the prior people who signed up to fund raise. We use an email campaign integrated into
Salesforce so having all the good meta data in Connect isn't useful.
Even better would be if the transactions are credited to the fundraiser, something like this:
Campaigns fund raised for:
2017 Walkathon
2016 Walkathon
Fundraising Totals
Naturally some dashboards/reporting would be a result of having that data.
Thanks!
Justin
Does the Salesforce integration track fundraisers as well as all the transactions? I see how individual donors are created as contacts and marked as participants in a given campaign, but what I'd really like to do is have a field for the people who are actually fundraising. This would make it easier for the next year to run a report for all the prior people who signed up to fund raise. We use an email campaign integrated into
Salesforce so having all the good meta data in Connect isn't useful.
Even better would be if the transactions are credited to the fundraiser, something like this:
Campaigns fund raised for:
2017 Walkathon
2016 Walkathon
Fundraising Totals
- 2017 Walkathon
- Total donations: $1200
- Total donors: 12
- 2016 Walkathon
- Total donations: $900
- Total donors: 8
Naturally some dashboards/reporting would be a result of having that data.
Thanks!
Justin
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