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  • Mapping Tracking Code

    Hi,

    We are appending a tracking code on our donation forms, for example: https://urm.org/n/easteremail2022/?t...40-2203HA43741
    How can I map the trx code to a field in the opportunity record in SF? I know I have to create the custom field, but I don't know where in C&P that field is stored and how to map it.

    Thanks,

  • #2
    Good day @mjokiman

    Sorry, as of now, it is not possible to map to opportunity based on a tracker.

    Last edited by CnP.Support.AM; 04-14-2022, 07:28 AM.
    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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    • #3
      FYI, it is possible in v10 which is hopefully due out in Q3 of this year.

      Have you registered for upcoming Webinars for v10:


      Webinars will be held at 1 pm Eastern Time.
      • Part 1 - Settings & Vault (April 20th) - this webinar will focus on the changes in the settings area of your Salesforce Instance. (Register)
      • Part 2 - Cart & Events (May 18th) - witness the new release's Shopping Cart and Events experience. This webinar highlights the impact these features will have on your fundraising. (Register)
      • Part 3 - Dispatch (June 15th) - communication with donors and supporters is paramount to the success of nonprofits. During this webinar, our team will showcase Dispatch, your new tool for automated and instant communication. (Register)
      • Part 4 - Clickits & Analyst (July 20th) - this webinar will highlight two powerful features for nonprofit fundraising, widgets & analytics. (Register)




      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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