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Campaigns not syncing from C&P to Salesforce

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  • CnP.Support.AM
    replied
    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.

    Leave a comment:


  • erogers
    replied
    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...

    Leave a comment:


  • CnP.Support.AM
    replied
    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.

    Leave a comment:


  • erogers
    replied
    CnP.Support.AM, thanks. access is granted. details below.

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

    Leave a comment:


  • CnP.Support.AM
    replied
    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.

    Leave a comment:


  • erogers
    started a topic Campaigns not syncing from C&P to Salesforce

    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.

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