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Campaign info not syncing over to SF

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  • Campaign info not syncing over to SF

    Hi there,

    We have been experiencing and issue where campaign information in click and pledge is not syncing over to Salesforce. This has been an intermittent issue for quite a few months and I had suspected that this as happening because we were on an older version of C&P. However, we were updated last night, and I just finished posting all of the errored transactions that had come up over the past few days, and none of the transactions came through with their campaign attached.

    I verified the campaign id in question and it is correct. And the transaction record shows the campaign but it is not getting into Salesforce.

    Please investigate.


    Our C&P Account is 12

    Org ID 00DE0000000cdxE

  • #2
    Good day @Kathleen Israe

    Please note that the Salesforce Campaign defined in Connect (affecting the entire transaction) will be deprecated from Connect. Please review C&P Settings > Opportunity > Primary Campaign rules to ensure Opportunities receive the correct campaign. Check 'Use Transaction Campaign' in your C&P Setting rules to retain the Salesforce Campaign specified in Connect; however, we recommend implementing SKUs as the best long-term strategy.

    SKU Tutorial : http://tutorial.productions.clickand...ideo/209074427

    Click image for larger version

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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

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    • #3
      Just to clarify - the Salesforce campaigns attached to my Connect forms no longer work. Nothing is "broken"?

      Comment


      • #4
        Good day @gvanullen

        Yes, and you simply need to check the box for 'Use Transaction Campaign' in your C&P Setting as shown above to attach that respective Campaign.
        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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