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Wrong transaction campaign mapping to opportunity

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  • Wrong transaction campaign mapping to opportunity

    I've updated the Salesforce transaction campaign on a Click and Pledge campaign we've used without issue in the past - we update this form to a new transaction campaign each year. Now, the opportunities created are not mapping the updated transaction campaign. I've double checked that the Campaign ID and campaign name are accurate. I've also double checked our C&P Salesforce Opportunity settings are set to use the Transaction Campaign for the Salesforce Primary Campaign Source.

    It's also not triggering the autoresponder tied to the updated transaction campaign name either, so something funny is going on.

    To summarize and make it easier let's say the Click and Pledge form used to be tied to "Salesforce Campaign 2020" and I've updated it to "Salesforce Campaign 2021." Yet, the opportunity created is still mapping "Salesforce Campaign 2020."

    Not sure what to do. Am I missing something? Any help appreciated!

    Edit: SF access has been granted.
    Last edited by [email protected]; 03-18-2021, 01:14 PM.

  • #2
    Update: I cloned the campaign to create a new payment form. Seems like the old form as getting "stuck" somehow on the previous transaction campaign despite being updated.

    The new payment form triggers the correct autoresponder...but it is also triggering another. It's sending TWO autoresponders. I'm honestly stumped, we've never had these problems with our C&P forms before.

    Comment


    • #3
      Good day @[email protected]

      Would you please share the Connect Campaign name and form URL as well as the order number for which sent two responders? Please share the expected responder name as well.

      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


      • #4
        Hello!

        Connect Campaign is "Greenway Breakfast_Copy0" - Embedded here: https://mtsgreenway.org/donate/breakfast/

        I've just run another test payment that led to 2 autoresponders, the order number is: 38577-2103221829578397216

        The expected/desired Responder name is "Breakfast Donation Mail Acknowledgement" - (The undesired on being sent is "Non-Member Donation Email Acknowledgement")



        Thank you so much for looking into this!

        Comment


        • #5
          Good day @[email protected]

          We just reviewed your Connect campaign "Greenway Breakfast_Copy0" and found the new Salesforce Campaign i.e "Fundraising Breakfast 2021 Donations" is assigned. If you share the Connect Campaign name which is not updating the SF Campaign.

          Regarding the Autoresponder, we reviewed and found that both of those Autoresponders satisfied the conditions which is the reason it is firing two responders.
          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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