Announcement

Collapse

Information Needed

See more
See less

Campaign not being created

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

  • Campaign not being created

    When I create a transaction in the virtual terminal and notate the campaign, it does not pass the value to the opportunity’s primary source campaign. Any idea as to why this is this happening?

  • #2
    Good day @AlexSH

    Would you please grant us login access and share the order number as well as the Campaign name you are referring to 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
      On my end it says you already have log in access? Here's an example of the order number: 38341-200901144754793

      Comment


      • #4
        Good day @AlexSH

        We reviewed and found that the transaction Campaign has been assigned correctly. If you want to assign the transaction campaign as a primary campaign source to the opportunity then you need to set up the mapping under C&P Settings >> Opportunity > Primary Campaign Source.

        Primary Campaign Source of Opportunity: Please review the last page in the Slide https://support.clickandpledge.com/s...---opportunity

        Please review it and let us know if you have any questions.
        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

        Working...
        X