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  • Linking Attendee Information to Campaign Member

    Is there a way to see Attendees on the Registrant's Opportunity and/or is there a way to map custom questions and fields to campaign member? Specifically, we are wanting to see if there is a discount code applied to the attendee.

    Thank you!

  • #2
    Good day!

    The discount is in the attendee details:

    Click image for larger version

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    As for the attendees on the opportunity record - the opportunity name includes the attendee name. Mapping custom questions to the opportunity may be done in the C&P Settings > Custom Mapping tab.

    In reference to campaign member, at this time this is not an option but something we are exploring.

    Hope we have answered your question.
    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/
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    • #3
      Hello...Faith here. On the attached receipt screen you will see the line item as "Auction Purchases". Where do I go to change "Auction Purchases" to be "Event Purchases"? I am dealing with Salesforce Org ID 00Di0000000cG9J. Click image for larger version

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ID:	22953 Also, is there any way shape or form to get it detailed out to show each item of the purchase? I realize I'm reaching with this one.

      Comment


      • #4
        Good day @Faith,

        I believe those are coming from Auctions for Salesforce and nothing that C&P has control over. It is called Item name when posted to us.
        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
          Support.Department Thanks! I will now post to the Auctions for Salesforce forum and see what the next step is. Wish me luck!

          Comment


          • #6
            Support.Department

            Is it possible for me to schedule a call before the 3:00 pm call today or tomorrow morning I can walk through this with you all? I don't feel like I am explaining myself correctly. - Faith

            There are now two issues that I am trying to resolve.

            1. I'm not sure how or why, but when using the embedded virtual terminal, each purchase is creating an Auction Purchased Item opportunity and a Donation opportunity (see attachment). Since not all of these transactions are donations, the donation opportunity should either be created as a different record type or not at all. Can you assist me with this?


            2. Regarding the Item Name, I heard back from David Habib and he is saying "I don't know what they are pulling the info from. A4S adds the following two fields on Opportunities: Auction Donated Item Name and Auction Item Name. These can be translated/relabeled using Translation Workbench. But I have no idea if this is what they are referring to. " Where are you all pulling this Item Name from on the opportunity?



            Thanks,
            Faith

            Comment


            • #7
              Good day!

              We are unable to see the images you are referring to. In reply to your questions, please see below:

              1: Donation opportunity is Nonprofit Starter Pack record type. All opportunities are the same opportunity except that NPSP adds a record type for each created opportunity. We do not have control over NPSP's handling of record type.

              2: Auction Purchases label on the item posted: please see below:

              Click image for larger version

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              Please see the above Auction Settings > Credit Card Charge URL Formula:

              Click image for larger version

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              the b1 (basket 1) is the item name posted and it is part of Auction settings for the payment form.

              The value may be changed statically and will be the same for all auctions.

              Hope that answers your question.
              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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              • #8
                Hello!

                That answered my second question beautiful, I think. As for the first question, let me try again with the graphic. It seems like for one Check Out transaction, two opportunities are being created. Any idea why?

                Click image for larger version

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                • #9
                  Good day!

                  Would you please post the Opportunity ID for 2 opportunities that are for the same item? If you go to the Opportunity the URL has the Opportunity ID.
                  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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                  • #10
                    I did a transaction this morning to confirm. There was an opportunity created upon purchase (0063100000c2SCuAAM) that is the correct Opportunity record type of "GW Auction Purchased Item" and during Check Out , another seems to be created (0063100000c2SEr) that is Opportunity record type "Donation".

                    P.S. Change "Auction Purchases" to "Event Purchases" is custom settings did the trick! Thank you!

                    Comment


                    • #11
                      Good day!

                      Sorry I was not understanding the question correctly.

                      Currently Auctions create an opportunity when a ticket is sold and when the transaction posts for processing C&P creates an opportunity based on the transaction. The integration does not follow the original opportunity as created by Auctions for Salesforce.

                      The next release is a close integration with Event & Auction and as such will not create a secondary opportunity for the transaction. The ETA for the next release is release 10 due out later this year.

                      Sorry but for now you will need to manually delete the opportunity without the Order Number as created by Auctions for Salesforce.
                      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

                      Comment


                      • #12
                        Just so I'm clear, this isn't when a ticket is sold. This is when they purchase a t-shirt or something of that ilk while at the event. Are you saying we should delete the GW Auction Purchased Item opportunity or the Donation opportunity that is also created at that time? Again, I just want to make sure I am understanding this 100%.

                        I have also added the appropriate C&P fields to the Auction Purchase Item record type page layout. Is there a way to change the record type of the opportunity C&P creates? Carry the data over? (formula field?)
                        Last edited by [email protected]; 04-05-2016, 09:27 AM.

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                        • #13
                          Good day!

                          This question was answered during the office hour.

                          if you still have any questions please let us know.
                          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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