Announcement

Collapse

Information Needed

See more
See less

Primary Campaigns not mapping correctly

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • kuhlemann
    replied
    Thank you, I changed the campaign name on the Salesforce settings on the form builder. This corrected the issue.

    Leave a comment:


  • CnP.Support.AM
    replied
    Good day @kuhlemann

    Yes, that is where exactly it is pulling from and the Campain you have assigned to the respective Form is "Steve Tilford Memorial Fund" which is the reason it has been used it as transaction campaign per the settings:

    Click image for larger version

Name:	Form.jpg
Views:	17
Size:	175.2 KB
ID:	41702
    You simply need to uncheck the box for "Use Transaction Campaign" under C&P Settings >> Opportunity >> Primary Campaign Source and assign the desired Campaign for that SKU.

    Leave a comment:


  • kuhlemann
    replied
    When the box is checked "Use Transaction Campaign" where is it pulling the Campaign ID from? I set it up under Campaign Details and "Salesforce Campaign" in the Connect platform. If this is where it is pulling it from it is not working correctly. The SKU DON-GEN should be going to a general fund campaign not the Steve Tilford Memorial Fund (DON-STMF)

    Leave a comment:


  • CnP.Support.AM
    replied
    Good day @kuhlemann

    We reviewed and it seems to be working as expected.

    Please see the Primary Campaign Source Settings you have specified under C&P Settings >> Opportunity:
    Click image for larger version

Name:	Campaign Settings.jpg
Views:	21
Size:	76.7 KB
ID:	41683

    It is set to "Use Transaction Campaign" and here is the Transaction Campaign came along with the C&P Data:

    Click image for larger version

Name:	Transaction Campaign.jpg
Views:	15
Size:	56.2 KB
ID:	41684

    Based on the SKU it will be assigned to the above Campaign, please see:

    Click image for larger version

Name:	SKU.jpg
Views:	15
Size:	133.3 KB
ID:	41685

    Here is the opportunity:
    Click image for larger version

Name:	opp campaign.jpg
Views:	17
Size:	56.5 KB
ID:	41686

    Leave a comment:


  • kuhlemann
    replied
    Let's try Transaction 0025.

    Leave a comment:


  • CnP.Support.AM
    replied
    Good day @kuhlemann

    The transaction in the question has been credited hence there is NO opportunity associated with it. Do you have any other order numbers?

    Leave a comment:


  • kuhlemann
    started a topic Primary Campaigns not mapping correctly

    Primary Campaigns not mapping correctly

    I made a test donation and it appears the Primary Campaign is being mapped incorrectly. ORG ID: 00Df2000000CEKC C&P should have access currently.
    Transaction-0023 has a SKU that should affiliate the opportunity with a General Campaign but instead it is associating it with a Memorial Campaign.



Working...
X