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Assign donation to different campaign in Salesforce based on custom question

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  • Assign donation to different campaign in Salesforce based on custom question

    Hi,

    Is it possible to assign donations to different campaigns in Salesforce based on custom questions? We have a donation form and all donations go to our general fund campaign but if someone checks the box "Would you like to make this gift in honor or in memory of someone?" and selects a "Gift Type" equals "In memory of" or "In honor of" we would like those donations to go to a memorial campaign.

    A similar question was asked before but there was no response: https://forums.clickandpledge.com/fo...a-payment-form.

    Thanks,
    Kristine

  • #2
    Good day kbulaklak :

    Yes, We can assign donation to different campaign in Salesforce based on custom question

    Click image for larger version

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


    • #3
      "Campaign ID" isn't showing as an option in my instance. I see "Campaign Name" and "Campaign Source". Would it be one of those?

      Comment


      • #4
        Good day @franharrington

        Would you please grant us login access to your Salesforce account so that we can review whats going on?

        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/
        Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

        Comment


        • #5
          Hello. I just granted you access. Org ID: 00Do0000000bhRv

          Comment


          • #6
            Good day @franharrington

            One of our developers reviewed your instance and concluded that you may use Campaign Name.

            Let us know if we can be of any further assistance.
            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
              For campaign name we would still put the unique ID (i.e. not the actual name, but something that looks like "7066N0000xxP6uk")?

              edit: figured it out. It's a select field.
              Last edited by franharrington; 02-12-2018, 01:24 PM.

              Comment


              • #8
                Got the opportunities assigned to the correct campaign via the mapping (thank you for your help on that), but there is no C&P order number in the opportunity now. Not sure if this is related to the custom questions mapping?

                Comment


                • #9
                  Good day @franharrington

                  Would you please share the Order number so that we can review it?

                  We noticed that you are many versions behind. If you allow us we will upgrade your instance with latest versions of our apps.

                  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/
                  Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

                  Comment


                  • #10
                    The order number is: 19376-1802121348532746403

                    I have extended your access to our SF instance. Please go ahead and perform the updates.

                    Org ID: 00Do0000000bhRv

                    thank you.

                    Comment


                    • #11
                      Good day @franharrington

                      We reviewed and found NO records for above order number except the C&P Data. We noticed that you have deleted the records for above order number:

                      Click image for larger version

Name:	Deleted.jpg
Views:	1
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ID:	37826

                      May I ask you the reason for deleting the records for above order number?

                      However, we have upgraded your instance with latest versions our apps.

                      It is highly recommended that you login to the Connect & re-establish the connection. You may see that your account is already connected but this does not mean the new information has posted to Salesforce.

                      To establish connection please see the following KB article: https://cnp.mn/Salesforce-Connection

                      Release notes:

                      Library v5.1710020002
                      Release notes: https://cnp.mn/51710020002

                      PaaS 9.1712130006:
                      Release notes: http://cnp.mn/91712130006

                      Event 5.1712040018:
                      Release notes: http://cnp.mn/51712040018
                      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


                      • #12
                        Nothing was deleted intentionally. We processed the temporary contact that was created when the opportunity came in. That was it. We have noticed it is not happening on opportunities coming in since, so it appears to have just been a one time thing. We will let you know if it happens again though.

                        Thank you.

                        Comment

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