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Linking Attendee Information to Campaign Member

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  • CnP.Support
    replied
    Good day!

    This question was answered during the office hour.

    if you still have any questions please let us know.

    Leave a comment:


  • Faith@commonteri.com
    replied
    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, 10:27 AM.

    Leave a comment:


  • CnP.Support
    replied
    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.

    Leave a comment:


  • Faith@commonteri.com
    replied
    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!

    Leave a comment:


  • CnP.Support
    replied
    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.

    Leave a comment:


  • Faith@commonteri.com
    replied
    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

Name:	CnP multiple opportunities.jpg
Views:	22
Size:	85.5 KB
ID:	23004

    Leave a comment:


  • CnP.Support
    replied
    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

Name:	2016-04-05_7-40-20.jpg
Views:	24
Size:	56.2 KB
ID:	22999


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

    Click image for larger version

Name:	2016-04-05_7-41-17.jpg
Views:	20
Size:	44.8 KB
ID:	23000

    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.

    Leave a comment:


  • Faith@commonteri.com
    replied
    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

    Leave a comment:


  • Faith@commonteri.com
    replied
    Support.Department Thanks! I will now post to the Auctions for Salesforce forum and see what the next step is. Wish me luck!

    Leave a comment:


  • CnP.Support
    replied
    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.

    Leave a comment:


  • Faith@commonteri.com
    replied
    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

Name:	Receipt screen.jpg
Views:	89
Size:	60.8 KB
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.

    Leave a comment:


  • CnP.Support
    replied
    Good day!

    The discount is in the attendee details:

    Click image for larger version

Name:	discount.jpg
Views:	21
Size:	68.0 KB
ID:	22739


    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.

    Leave a comment:


  • 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!
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