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Campaigns not syncing from C&P to Salesforce

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  • Campaigns not syncing from C&P to Salesforce

    I have a new campaign in Click&Pledge that is not properly syncing to Salesforce. The SF campaign name and ID are entered in C&P, in both campaign details and the donation form.

    Donors added to the SF campaign as Campaign Members, but the Opportunity's Primary Campaign is left blank instead of populated with the Campaign. See attached screen shots. I can't find anywhere else to setup that I might have missed.

    Thanks.


  • #2
    Good day @erogers

    Would you please grant us login access to your Salesforce instance and 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
      CnP.Support.AM, thanks. access is granted. details below.

      Company ID: 00D46000000r8X0
      Order Number: 49959-1911060858030141240
      SF opportunity: 0064p00000TdegcAAB

      Comment


      • #4
        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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        f you do not use SKUs, you may add a rule for Any and Blank SKUs to 'Use Transaction Campaign'.

        Please update the settings as shown above and re-post the transaction from C&P Data and let us know if that doesn't work.
        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
          Thanks CnP.Support.AM .

          I tried setting the Use Transaction Campaign, and also tried setting a rule to match SKU to campaign. Then reposted from C&P to SF.

          I also sent a brand new transaction, Opportunity 0064p00000TdegcAAB and Order #49959-1911060931190521240.

          But still no Primary Campaign Source going into the Opportunity...

          Comment


          • #6
            It looks like you have processed the transaction before hitting the update settings button. We simply reposted the transaction it works like a charm.

            Please test it now and let us know if you see any issues.
            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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