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Create Opportunities via event registration

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  • lyndsayneer
    replied
    Originally posted by Support.Department View Post
    Good day @Lyndsayneer,

    Sorry for the delay in getting back to you. We had to review a large number of aspects of your account only to realize that you had not the post-installation.

    The post installation is provided here: http://manual.clickandpledge.com/Sal...tallation.html

    One of our test engineers updated your account and did the post-installation.

    Please test it and let us know if you are still having any issues.
    I appreciate your response and noticed the "C&P Developer test" event you created. Unfortunately while that event worked, I just went in a did a purchase on the "FDD 2014" event and again no opportunity was created or temporary contact.

    Did you review the FDD 2014 event under the C&P events tab?

    Thank you,

    Leave a comment:


  • CnP.Support
    replied
    Good day @Lyndsayneer,

    Sorry for the delay in getting back to you. We had to review a large number of aspects of your account only to realize that you had not the post-installation.

    The post installation is provided here: http://manual.clickandpledge.com/Sal...tallation.html

    One of our test engineers updated your account and did the post-installation.

    Please test it and let us know if you are still having any issues.

    Leave a comment:


  • lyndsayneer
    replied
    Update on Engineers?

    Originally posted by Support.Department View Post
    Good day!We will review your account and let you know what we find out.You may want to explore a few things anytime you believe any data is missing.
    1. Has the data posted to your Salesforce instance: http://forums.clickandpledge.com/content.php?r=224-Salesforce-Error-Logs
    2. Temporary Contacts: Events temporary contact is different from the payment temporary contact - in case of Event 2.0 the following image shows how to check for attendees temporary contact:

    [ATTACH=CONFIG]1002[/ATTACH]I have requested one of our test engineers to review your account. If you manage to review the above two points prior to our review please let us know your findings.
    Do you have any update from your engineers? I tried making another purchase via my credit card to test the event and it processed, but didn't create an opportunity or create a temporary contact.

    Leave a comment:


  • lyndsayneer
    replied
    Originally posted by Support.Department View Post
    Good day!

    We will review your account and let you know what we find out.

    You may want to explore a few things anytime you believe any data is missing.
    1. Has the data posted to your Salesforce instance: http://forums.clickandpledge.com/content.php?r=224-Salesforce-Error-Logs
    2. Temporary Contacts: Events temporary contact is different from the payment temporary contact - in case of Event 2.0 the following image shows how to check for attendees temporary contact:

    [ATTACH=CONFIG]1002[/ATTACH]

    I have requested one of our test engineers to review your account. If you manage to review the above two points prior to our review please let us know your findings.
    Thank you for your response. I have checked the above two points you referenced and it doesn't show any temporary contacts when I click on the button. Also it did not create an opportunity either to link to the campaign. I look forward to hearing from your engineers.

    Leave a comment:


  • CnP.Support
    replied
    Good day!

    We will review your account and let you know what we find out.

    You may want to explore a few things anytime you believe any data is missing.
    1. Has the data posted to your Salesforce instance: http://forums.clickandpledge.com/content.php?r=224-Salesforce-Error-Logs
    2. Temporary Contacts: Events temporary contact is different from the payment temporary contact - in case of Event 2.0 the following image shows how to check for attendees temporary contact:

    Click image for larger version

Name:	Event_TemporaryContact.jpg
Views:	1
Size:	135.5 KB
ID:	15343

    I have requested one of our test engineers to review your account. If you manage to review the above two points prior to our review please let us know your findings.

    Leave a comment:


  • lyndsayneer
    replied
    Originally posted by lyndsayneer View Post
    Is it possible to create opportunities on an event campaign via the event management system? I have not found how to do this.

    Also when individuals sign up will the registration contact information sync with current contacts in SF?

    Thank you.
    Here is our ORG ID so you have access to login. 00Dd0000000dAjN

    I have tried three times to purchase a ticket and it lets me go through the entire process, but it never logs an opportunity, doesn't link with the campaign, and doesn't match or current contact or create a temporary contact in the instance that the fields do not match.

    I want to get this sorted by 12 tomorrow to post live on our site for our participants. Any assistance is greatly appreciated.

    Leave a comment:


  • lyndsayneer
    replied
    Originally posted by lyndsayneer View Post
    I tested the site with a credit card and it didn't find an existing contact or create a temporary contact for the attendee. Also it didn't create an opportunity either. Can you assist me with this.
    Via documentation I found on the forum. I looked into the C&P Data tab to see if I saw the transaction, but this didn't happen as well. I also went into the C&P settings and ensured I had create opportunity checked as well as the contact setup.

    This is the event page: https://militaryymca.secure.force.co...1_Opening_Page

    We wanted to have this registration go live today, but facing uses with the integration. Any assistance would be greatly appreciated.

    Leave a comment:


  • lyndsayneer
    replied
    Purchase did not create attendee contact or opportunity

    Originally posted by Support.Department View Post
    Good day @LyndSayneer,

    Yes- each registration level creates an opportunity. Each item in the basket (registration) is an opportunity.

    As for Contacts - the answer is YES- based on the Contact / Account settings. Please see the following: http://forums.clickandpledge.com/content.php?r=387-Contact-and-Account

    Please let us know if we can be of any further assistance.
    I tested the site with a credit card and it didn't find an existing contact or create a temporary contact for the attendee. Also it didn't create an opportunity either. Can you assist me with this.

    Leave a comment:


  • CnP.Support
    replied
    Good day @LyndSayneer,

    Yes- each registration level creates an opportunity. Each item in the basket (registration) is an opportunity.

    As for Contacts - the answer is YES- based on the Contact / Account settings. Please see the following: http://forums.clickandpledge.com/con...ct-and-Account

    Please let us know if we can be of any further assistance.
    Last edited by CnP.Support.MA; 05-25-2015, 07:45 AM.

    Leave a comment:


  • lyndsayneer
    started a topic Create Opportunities via event registration

    Create Opportunities via event registration

    Is it possible to create opportunities on an event campaign via the event management system? I have not found how to do this.

    Also when individuals sign up will the registration contact information sync with current contacts in SF?

    Thank you.
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