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A way to tell if Opportunity originated through Click & Pledge

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  • A way to tell if Opportunity originated through Click & Pledge

    Good day,

    When an event ticket is purchased, is there a way to tell in Opportunity record that is generated in that process, that the opportunity came through Click & Pledge?

    Right now, the only way I can find is by adding something like "C+P" to every ticket level, and then have a field look for the contents of donation names (which are a combination of ticket level name and the user's name) that contain "C+P".

    What I'm wondering is there was something else which marks that a specific opportunity was generated through Click & Pledge?


    Kind regards,
    - Mikhail

  • #2
    Good day Mikhail,

    Opportunity name may be changed per SKU and customized in the C&P Settings > Opportunity

    click 2 enlarge
    C&P Settings > Opportunity











    Using various filters for SKU opportunity name may be set up using various variables:
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    Variables include:
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    There are no limits on what you can do with the opportunity name once you start using SKU's.

    Our clients have made SKU's into a programming language considering the filters allow you to make decisions based on various attributes of SKU, such as "Starts with", "Ends with", "Includes", etc.

    In Event each level may have its own SKU using the "Additional Information" section.
    In Connect each campaign form allows for SKU's to be set up for each payment level.
    In the Virtual Terminal each item may be set up with a different SKU.

    For example you may want to start all your events' SKU's with "Event-" such as:

    SKU = Event-2014-Members

    Using the filters you may change the opportunity when SKU starts with "Event"
    In the autoresponder you may set up an autoresponder go out for members for any item with "SKU Ends With" --> Member

    I hope the above helps you with designing your SKU's and customize your opportunity.

    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

    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
      Thank you. We've now done this successfully with our Donations side of transactions.

      How would we do this for the Opportunities generated by ticket purchases for Events?

      I'm seeing the Level Name of the ticket, along with the name of the individual whom purchased the ticket, as the Opportunity Name generated from an Event purchase. Is there a way to add a marker, like "C+P" to a ticket's Opportunity name, without adding "C+P" to the Level Name for a ticket in an Event?

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