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Updating Recurring Campaign

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  • 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.

  • #2
    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?
    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

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    • #3
      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.

      Comment


      • #4
        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

Name:	SF Campaign Settings.jpg
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        Hope that helps.
        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
          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


          Show 102550100 entries
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          • #6
            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

Name:	Add button.jpg
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            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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            • #7
              The orange section you're showing is CP Transaction campaign Map. I do not have that section

              Comment


              • #8
                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.
                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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                • #9
                  Access has been granted. Thank you

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                  • #10
                    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.
                    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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