Event Management with Salesforce: Campaigns – Click & Pledge

Campaigns may be defined for an event and its corresponding levels. In the presence of campaign, the registrant will become a campaign member of the event campaign and the attendees will become campaign members of their respective registered level's campaigns.

A campaign hierarchy is an effective method for tracking an event. For example a campaign may be created for an event and various child campaigns for each level. Through this hierarchy reports may easily be created for registrants & attendees for the entire event and each level separately.

Be aware the Donor Management App’s C&P Settings customizations are the last step of the process for configurations and may override other settings, e.g. Events. If you make changes in C&P Settings in Opportunity, Campaign, etc. make sure they are consistent for transactions that originate through other Click & Pledge applications like Event Management. For example, if in Event Management you create Opportunities, assign Campaigns, etc. then be aware that configurations in Donor Management’s C&P Settings may overrule them.

1-Minute Video:

Step-by-Step:

Edit an existing event
Click on "Additional Information" tab
Select the Event tab
Click on the Edit button
click on the "Find" icon next the Campaign field
Click on the desired campaign in the pop-up window and save the form. The registrant (person making the payment) will become a campaign member of this campaign.
Select the Levels tab
Click on the Edit button
click on the "Find" icon next the Campaign field
Click on the desired campaign in the pop-up window and save the form The attendee (person registered for the level) will become a campaign member of this campaign.

Step-by-Step in Pictures:

Step 1

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Steps 9, 10:

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