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Using Virtual Terminal for credit card processing; Campaign isn't mapped

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  • Using Virtual Terminal for credit card processing; Campaign isn't mapped

    Hi,

    This is a new issue. When we process a credit card donation using the Virtual Terminal, we would enter a value in the Transaction Campaign field (which gives us a list of all Salesforce campaigns that we've created). And whatever value we chose will be then carried over automatically to the donation "Primary Campaign Source" field. This has been working perfectly until about a week ago. This transaction 36448-180606181053712 was processed on 6/6 at 3:10 pm. This one the campaign that was inputted through the Virtual Terminal did flow through to the Primary Campaign Source field.
    However, this one 36448-1806061814367593795 was procssed on 6/6 at 3:14 pm, also inputted the campaign through the Virtual Terminal. However, it did not flow through to the Primary Campaign Source field. And all other cc donations processed through the Virtual Terminal since then has this issue.

    Access to SF has been granted.
    Thanks.

  • #2
    Good day @mjokiman

    We reviewed and found that first transaction Order#36448-180606181053712 have Transaction Campaign which is the reason it gets assigned as a Primary campaign Source but we found that you have modified the Transaction Campaign (Blank) at second Transaction details page (Order#36448-1806061814367593795) which is the reason you don't see the primary Campaign source.

    However, in order to debug issue we have reposted the data but since you are at the latest version and given there is no Item Campaign assigned, the Primary Campaign Source is blank.

    I understand that in the previous releases the Transaction campaign was being assigned as a Primary Campaign Source but due to inconsistencies this behavior has been changed from the following release: https://forums.clickandpledge.com/fo...s-9-1804150008

    If Items with NO Salesforce Campaign assigned will NOT be assigned to any campaign.

    Hope that answers your question. 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
      Sorry, I don't quite understand the explanation. I think I get why it's not posting, you guys updated the functionality so somehow it's causing the issue. What i need to know is how do we get the Primary Campaign Source to be filled in?

      I don't understand If Items with NO Salesforce Campaign assigned will NOT be assigned to any campaign. what do you mean by No salesforce campaign? I'm trying to have the SF campaign to be filled in.

      Comment


      • #4
        Hi Monica, I hope the explanation I gave you in Live Support today helped in understanding in how to make sure that the Salesforce Campaign is assigned to the Opportunity by entering the Item Campaign rather than the Transaction Campaign.

        I will bring up the issue you are experiencing with Campaigns being listed vertically when I meet with the team in the morning. I am going to provide the screenshot here, so that our Developers will be aware of the issue that came up:

        ~ Live Support

        Click image for larger version

Name:	2018-06-14_vertical lookup MJokiman Union Rescue Mission.png
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        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
          Thank you Amanda. Just so you know, there's an urgency in getting this fix because we can't choose the Salesforce campaign when the result/s is being displayed like this thus all of the credit card transactions that we processed will have a blank Primary Campaign field. We would have to manually go into each donation to input the campaign. Thanks.

          Comment


          • #6
            Hi, I didn't realize that this issue is affecting our recurring donations as well. We have 166 transactions so far with blank primary campaign source. This is causing major issues for us because it's affecting our reporting, receipting, etc.

            This is also affecting recurring transactions where the campaign was established in the transaction campaign field and now the primary campaign source field on the opportunity is blank. By the end of the month we wI'll have close to 800 transactions. How do we get them all to populate the campaign and for future recurring transactions ?
            Last edited by mjokiman; 06-15-2018, 02:11 PM.

            Comment


            • #7
              Hi Monica,

              As you also posted this in the Hub, I responded there. https://powerofus.force.com/0D58000004I880H.

              Feel free to join Live Support if you would like some help setting up the SKU mappings.
              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


              • #8
                Hi Monica,

                I have discovered a bit more about your recurring donations whose Opportunities are not getting campaigns, it appears many of these were batch uploaded in VT.
                I'm still clarifying what was entered and when. I will check in with you again tomorrow.

                Were you able to determine the resolution on your laptop and Desktop screens?

                ` Amanda, Customer Advocate
                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


                • #9
                  We continued to review into the situation this morning. It's a bit of detective work. It appears the Recurring Donations that do not have Campaigns were batch uploaded. The first installment Opportunity is showing that it was assigned to a Campaign; however, the initial data imported does not appear to have any Campaign data included.

                  We want to make sure that this is accurate - if it is, than the Recurring Donations were not assigned to Campaigns when they were created, in which case the ongoing payments would not have campaign information.

                  I'm going to send you some times for a online meeting.

                  ~ Amanda
                  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

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