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Opportunity Record Type for Event Regisrations

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  • Opportunity Record Type for Event Regisrations

    Currently my event registrations are creating opportunities with the record type of donation. Is there a way to configure the Event to create a different Record type? Also, how can I configure the event registration form to also take a donation. I don't see that option in the version. Thank you.

  • #2
    Good day @Laure,

    Please see C&P Settings > Opportunity

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    You can set up SKU's for all event levels and the additional donation allowing you to set up the Record Type based on the SKU's.

    The donation is in the Additional Information > Additional Products in the Event tab:

    Click image for larger version

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    Please let us know if we can be of any further assistance.

    Regards,
    Click & Pledge Support Department

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

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