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  • Opportunities without campaign

    I recently created a new campaign and form in C&P. I have all the Salesforce info entered correctly on in both places, but the Opportunities coming into Salesforce have a blank Primary Campaign Source field. The contacts are being added as Campaign Members, but the Opportunities are missing the data.

    I've double checked the C&P settings and compared with other campaigns that are still working correctly.

    I submitted a support ticket a few days ago, but didn't get anything back, so I hope this is the right place to get help. 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/
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    Comment


    • #3
      Access granted. Thanks.

      Comment


      • #4
        Would you please share the order number for which you see no primary campaign for opportunity?
        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
          C&P Order # 49959-2104140548438089223 (Salesforce Opportunity ID #0064p00000VbSDLAA3)

          Comment


          • #6
            Please see: C&P Settings > Opportunity > Primary Campaign Source:

            Click image for larger version

Name:	Transaction Campaign.jpg
Views:	17
Size:	90.3 KB
ID:	59592

            C&P Data of the above order number:

            Click image for larger version

Name:	CnP Data0419.jpg
Views:	10
Size:	150.0 KB
ID:	59593

            As you can see the condition didn't satisfy which is the reason the Campaign not assigned. You need to add the following condition: "Any or Blank SKU" instead of "SKU Is Blank".

            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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