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How to populate the Campaign value on a blank field in Recurring Detail?

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  • How to populate the Campaign value on a blank field in Recurring Detail?

    Hello,

    I have a C&P Recurring donation that is working just fine except that it appears to be missing a value in the Campaign field. Please see attached image. It is not evident how I can add a value to this field, and right now I'm having to manually edit that field on the Salesforce record every time the payment processes and the record is created. Please tell me how I can populate this field.

    thanks

  • #2
    Good day @Susanna

    That field will get value from Transaction Campaign. If the above recurring transaction has the transaction Campaign assigned then that field will automatically get the Campaign value.
    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/
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    • #3
      Hello, thank you for your reply but this does not answer my question. The field is empty and it shouldn't be. How do I populate that field on existing C&P Recurrings records? Do I have to do something in Connect? Please provide instructions. How do I edit this field?

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      • #4
        Good day @Susanna

        If you assign the Campaign to the Master Transaction of the above recurring chain and save it in SF, moving forward it will assign the respective Campaign to the installments.

        Please update and check in the next installment when it arrives.
        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

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        • #5
          I still need more information. Do you mean that in Salesforce I should:
          1. click into the C&P Recurring record;
          2. locate and click into the earliest transaction in the Related Transaction(s) List (is this what you mean by "the Master Transaction"? Is that always "Installment #0"?);
          3. click Edit and then add a Campaign;
          4. and then when I hit save all future recurring transactions will have that Campaign?
          For example, if I edit the Campaign in the first transaction in this list, will this correct the problem? thanks.
          Click image for larger version

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          • #6
            Good day @Susanna

            Let me bring this in the developer meeting and will confirm you shortly.
            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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