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How do I add a SKU to a connect form?

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  • How do I add a SKU to a connect form?

    I'm setting up new donation forms via connect and my last issue is that the opportunities are being created without a Primary Campaign Source. I have the connect campaign tied to the correct SF campaign but it still does not come through.

    I've also already set the "primary campaign source" condition to use the transaction campaign, but that came through not connecting with the correct campaign, either. It seems like it just used the transaction campaign NAME and not the ID.

    I need the opportunities to be tied to the correct campaigns in SF. Is there a way to input the SKU into the form in Connect? I only see places for the campaign name and campaign ID.

    thanks.

  • #2
    Good day @Kofo

    Would you please grant us login access to your SF instance and share the Order number 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

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    • #3
      Not asking about a specific gift/order number. I'm looking for instructions on how to add SKUs to donation forms in Connect.




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      • #4
        Ah, my apologies. We do have an option to add SKUs to the Amount Buttons, Additional Fee, and Custom Questions of the 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

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        • #5
          I am aware that there are options.

          Can you point me to instructions on how to add SKU's to forms? Meaning, please respond with a LiNK to the directions on how to do these things.

          Comment


          • #6
            Please note that SKUs are not specific to the Forms but to the Amount, Additional Fee, and Custom Questions in the Campaigns which reflects into the forms.

            Here is the KB article which will walk you through Campaign creation which also covers the SKUs: https://support.clickandpledge.com/s...nage_Campaigns

            Also, we have a video which explains how SKU can define and work in C&P: http://tutorial.productions.clickand...ideo/209074427

            Hope that helps. 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

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