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Updating Recurring Campaign

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  • CnP.Support.AM
    replied
    Good day @mjokiman

    We have upgraded your instance with the latest version. Now you can see the C&P Transaction Map section in the settings.

    It is always best practice to re-establish the connection after each upgrade: http://cnp.ooo/Salesforce-Connection.

    Leave a comment:


  • mjokiman
    replied
    Access has been granted. Thank you

    Leave a comment:


  • CnP.Support.AM
    replied
    Good day @mjokiman

    We noticed that your instance is a version behind in which C&P Transaction Map was not included under C&P Settings > Campaign. If you allow us, we will upgrade your instance with the latest version of our app in which the C&P Transaction Map was added.

    Please grant us login access to your instance.

    Looking forward to hearing back from you.

    Leave a comment:


  • mjokiman
    replied
    The orange section you're showing is CP Transaction campaign Map. I do not have that section

    Leave a comment:


  • CnP.Support.AM
    replied
    Good day @mjokiman

    You will see that option when you click on the "Add Primary Campaign"/ "Add Transaction Campaign" button respectively per your requirement as shown in the below image:

    Click image for larger version

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    Leave a comment:


  • mjokiman
    replied
    Under CP Settings - Campaign, I don't see that option.

    I see this ---Custom Primary Campaign Source Settings. Is that the right one?

    Drag & drop rows to reorderCustom Primary Campaign Source Settings


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  • CnP.Support.AM
    replied
    Good day @mjokiman

    The new update has an option that allows you to use the Salesforce Campaign ID in the place of Campaign SKU or Form SKU which can be mapped in SF C&P Settings > Campaign under C&P Transaction Campaign Map or Opportunity Primary Campaign Source Map with the condition: Is Salesforce Campaign Id as shown in the below images.

    In order to update the campaign for a recurring transaction, you will need to update the Campaign in the most recent recurring installment order number:

    Click image for larger version

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    And Map it under C&P Settings > Campaign as shown below:

    Click image for larger version

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    Hope that helps.

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  • mjokiman
    replied
    access has been granted. we print the SF campaign code on a response device so we know which SF campaign to associate the gift with.

    Leave a comment:


  • CnP.Support.AM
    replied
    Good day @mjokiman

    Would you please grant us login access?

    The donor would send us a response device and we would credit the SF campaign that's on the device. - Would you please elaborate a little more?

    Leave a comment:


  • mjokiman
    started a topic Updating Recurring Campaign

    Updating Recurring Campaign

    Hi,
    I've read through the documentation of the new Campaign setup. We do not use SKU at all and we do not want to use SKU. Our current set up is working. Question, how do I update the campaign for a recurring transaction? This is the order number 36448-2203011812531954957
    I went to Connect, and pull up this transaction. I do see "Campaigns", but the only option is to put Connect Campaign. I want to put in the Salesforce ID and SF campaign name, which what was required before this new update. We don't really utilize connect campaign.
    This is a transaction that we set up through Virtual Terminal. The donor would send us a response device and we would credit the SF campaign that's on the device. This SF campaign would not have a SKU or Connect campaign. What do we do to enter the campaign for this recurring transaction? Thanks.
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