Announcement

Collapse

Information Needed

See more
See less

Virtual Terminal Transactions are not mapping the Primary Campaign to the Opportunity

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

  • Virtual Terminal Transactions are not mapping the Primary Campaign to the Opportunity

    I'm not sure why the virtual terminal transactions are not properly mapping the selected Primary Campaign to the opportunity. This is affecting recurring donations along with manual transactions run through the VT. This is therefore leading to a blank GAU (because the GAU is assigned based on the Primary Campaign) and a lot of manual work on my end to update properly. Access is granted to review my account. Org ID: 00Df2000000CEKC

  • #2
    Good day @kuhlemann

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

    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


    • #3
      51167-1901101636468370769

      Comment


      • #4
        Good day @kuhlemann

        We reviewed the above order number and found that there is NO transaction campaign included with it which is the reason it is not assigned the Primary Campaign to the opportunity based on the settings.

        Click image for larger version

Name:	Primary Campaign.jpg
Views:	13
Size:	43.4 KB
ID:	44343

        You may want to review the following KB article: http://help.clickandpledge.com/custo...ticles/1164724
        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
          Where am I supposed to add the Transaction Campaign? The article in the above link does not go into that detail.

          Comment


          • #6
            In the case of Virtual Terminal, you may define the Transaction Campaign within the C&P Virtual Terminal while processing the transaction:

            Click image for larger version

Name:	VT T Campaign.jpg
Views:	14
Size:	22.8 KB
ID:	44370

            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
              Okay Thank you, I believe it is working properly now.

              Comment

              Working...
              X