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  • Opportunity not linked to Campaign or Contact

    (Newbie)
    I created an event in event management.
    When a ticket is purchased an opportunity and contact are created.
    However the opportunity is not linked to the campaign (just the registrants and attendees) so the campaign does not show a total.
    Also the contact is not linked to the opportunity, the only way you can tell it's an opp for the contact is by the name.
    I would think this was automatically done? Am I missing something

    I can map the campaign to the opportunity by SKU, but I don't see how to map the
    opportunity Contact Person field to be equal to the new or updated contact.

  • #2
    Good day @slipsey1

    You have an option to assign the Campaign within the Event for Registrant as well as for Attendee under Additional Information. Once you assign the Campaign the Opportunity gets assign to that Campaign automatically.

    Regarding the Contact, it is automated. To see that you can drag the "C&P Opportunity" related list under the page layout of the contact and drag the "C&P Contact" field at opportunity page layout.

    Since you are a newbie, we highly recommend you to review the Event KB articles: http://help.clickandpledge.com/custo...force-overview

    http://help.clickandpledge.com/custo...nformation-tab

    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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    Comment


    • #3
      Thank you, I have gone through all the documentation.
      I did assign the Campaign for the Registrant and the Attendee but the Opportunity did NOT get assigned to the Campaign.
      I had to create a mapping to do this.

      The Primary Contact field (required) in this event's opportunities does NOT have any entry so it is not being mapped.
      Do I have to map it to a C&P field?

      Comment


      • #4
        I don't see a way to map the C&P field to an object field so how can I get the attendee into the Primary Contact field?
        SKU only allows Custom Text Mapping, and it's not a custom question.

        Comment


        • #5
          The Attendee is not supposed to get mapped to the Opportunity. The Registrant is supposed to be the Primary Contact on the Opportunity.

          The Event app manages the event solely in the custom objects that are installed with the package. The Donor Management (Payment as a Service) app brings the transaction data into Salesforce Contacts and Opportunities. So the Opportunity is created on the Registrant's Contact record.

          If you create a custom field on the Opportunity just for the Attendee (you'd create a custom lookup field to the Contact object- I named mine C&P Attendee), then you can map the Attendee to your custom field, but you don't want to map your Attendee as the Primary Contact.
          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


          • #6
            Hi Sue,

            As you demonstrated in Live Support yesterday that your instance has an unusual configuration, we will continue to review today. You may expect a response tomorrow.

            Regards, Amanda, C&P Live Support
            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


            • #7
              Could you grant login access please? http://help.clickandpledge.com/custo...Login%20Access
              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

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