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Campaign Members not created for Event Registered Attendees since new release

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  • Campaign Members not created for Event Registered Attendees since new release

    I am seeing that registered attendees for free events in organizations which use products, but which do not create $0 opportunities, are not becoming Campaign members of the campaign specified on the Event Registration Level since the latest release. For one specific registration level/campaign, they were created right up until the new release was installed in the organization; no campaign members have been created since.

    How can Campaign Members be created in this situation?




  • #2
    Good day @CarolynV

    Would you please grant us login access to your Salesforce instance and share the order number so that we can review it?

    Looking forward to hearing back from you.
    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

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    Comment


    • #3
      Access has been granted
      OrgId: 00Di0000000ccNI
      Order #: 26968-220302175806545

      Comment


      • #4
        Please note that we are assigning the Campaign member based on the opportunity creation. If you change the Opportunity settings under C&P Settings > Opportunities > to create the opportunity for dollar zero will address your issue.

        Click image for larger version

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        In our latest release, we have changed Campaign behavior for opportunity product for Events. When Opportunity Product is enabled, the EVENT campaign will be assigned to the opportunity product (C&P Settings takes priority over this Setting). Attendees will become members of the Event Campaign.


        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
          Is there a way around having to create $0 Opportunities? We would prefer not to do that.

          Comment


          • #6
            Simply uncheck the box for "Except if amount = zero" under C&P Settings > Opportunity

            Click image for larger version

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            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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