Announcement

Collapse

Information Needed

See more
See less

Assignment to campaigns from event registration form

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • Assignment to campaigns from event registration form

    We have an event registration form for major donors for an event, with multiple levels as well as an option for an additional donation (if they want to choose a different amount). We want the following three things to happen:
    1. If they choose one of the major donor levels, the opportunity should have a "Major Donation" campaign set
    2. If they choose to make an additional donation, that opportunity should have an "Additional Donation" campaign set
    3. Regardless of the donation, if they register through this form the contact should be added to a "Registrants" campaign

    It looks like we should be able to do this via some combination of the event transaction campaign, additional donation campaign or SKU, and individual level campaigns or SKUs, but I am having trouble getting everything to come in as expected, so wanted to ask the right way to set this up.

    Thanks so much!

  • #2
    Good day @jilliann

    Would you please share the Event name and the order number so that we can review it?
    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


    • #3
      Thanks so much! The C&P Event is named "Virtual Garden Party 2020 Major Donor Form."

      The exact names of the campaigns we want to assign are as follows:
      1. "Garden Party 2020 Major Donor"
      2. "Garden Party 2020 Donations"
      3. "Garden Party 2020 Registrations"

      Please let me know if you need any other info from me!

      Comment


      • #4
        Good day @jilliann

        We reviewed the Event in the question and it looks like the registrations yet to start. However, we have assigned the Campaigns to the Event as you specified.

        Please check and let us know if you have any questions.
        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


        • #5
          PS: We also noticed that you have NPSP installed in your instance where there are some Campaign settings. You may need to review it.
          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

          Working...
          X