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Transaction Patron not added to Campaign as Campaign Member

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  • Transaction Patron not added to Campaign as Campaign Member

    In the C&P Salesforce App, we have the 'Add PATRON as a campaign member to all campaigns in the hierarchy. e.g. A patron donating to a fundraiser will be added to the Fundraiser Campaign, Team Campaign, if coming from a team page, and the main Campaign.' checkbox checked, but the contacts for the transaction is not being added as a campaign member. Please help us resolve this issue so that the contact on the transaction is added to the campaign. Thanks.

  • #2
    Good day @jhobbs

    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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    • #3
      Thanks for the reply. I was testing with declined transactions and campaign members were not being added. I just submitted a successful transaction and the campaign members were added to both the transaction campaign and the fundraiser campaign. Is there a way to have campaign members added for declined transactions? Thanks.

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      • #4
        Good day @jhobbs

        For declined transactions, it will not add the Campaign member and that is expected behavior.
        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
          Thank you.

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