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  • Declined CC in report

    hello,

    Can you advise me how to get this entry to appear in this report? https://na124.lightning.force.com/li...06oO1xEAE/view Report name: One Heart Campaign Recurring Pledges

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  • #2
    Hi AlexSH ,

    Sure, your report is limited to transactions in the "Capital Campaign One Heart" campaign, and your transaction is in the "Online Donations" Campaign.

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    1. Review the Donor Management with Salesforce: Assign Salesforce Campaigns article
    2. Decide whether you want to use SKUs or Transaction Campaigns in CONNECT to assign Salesforce Campaigns going forward.

    IF you choose SKUs, follow these steps:
    • In CONNECT, go to the One Heart Capital Campaign > Campaign Details > Payment Options
    • Set the SKUs on the One-Time tab to "DON-1Heart". If you plan to report on one-time donations separately from recurring donations, set it to "DON-1Heart-1x"
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    • Go to each "frequency" tab separately, and assign the SKUs to
      • "DON-1Heart"
      • OR set to "DON-1Heart'" and some indication of frequency: e.g. "DON-1Heart-Subscription", "DON-1Heart-Monthly" (I also recommend reducing the choices of frequency- having all those options will just create more management for your staff)
    • In Salesforce, C&P Settings, add a rule under C&P Settings > Opportunity - BEFORE ANY "USE TRANSACTION CAMPAIGN" RULES
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    • [*=1]Then go to any existing recurrings that are part of that campaign (I made a list view for recurring transactions in CONNECT to make it easier), and edit the SKU on the most recent recurring payment received to match.
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    IF you choose TRANSACTION, follow these steps:


    I'll add that in another post....























    Regards,
    Click & Pledge Support Department

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    • #3
      TRANSACTION APPROACH

      Change the current Saleforce Campaign listed under the CONNECT "One Heart Capital Campaign" from "Online Donations" to "Capital Campaign One Heart". Include the Campaign Id (7013u000000MmcgAAC) - that way if someone renames the campaign, the association will still work.

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      Then modify your rule in Salesforce: You currently have SKUs on your CONNECT One Heart Capital Campaign, so you want the rule to work.

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      Finally, review your existing Recurring transaction for this campaign, click 'Manage Recurring', and modify the Salesforce Campaign.



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      Regards,
      Click & Pledge Support Department

      On Salesforce? Help us by rating our app: <a href="https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003JGBvEAO" title="Click &amp; Pledge Donor Management on AppExchange" target="_Outside">Click &amp; Pledge Donor Management on AppExchange</a>

      Join us @ the educational webinars: <a href="https://clickandpledge.com/webinars/" title="Click &amp; Pledge Webinars" target="_Outside">https://clickandpledge.com/webinars/</a>
      Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: <a href="https://clickandpledge.com/webinars/" title="Click &amp; Pledge Webinars" target="_Outside">https://clickandpledge.com/webinars/</a>
      Are you on Salesforce? Join us at the Power of Us Hub: <a href="https://powerofus.force.com/0F980000000CjpC" title="Power of Us Hub" target="_Outside">https://powerofus.force.com/0F980000000CjpC</a>

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