Click & Pay (Salesforce): Settings - Campaign

You may easily map transactions to your Salesforce Campaigns.  The donor will be come a member of the Campaign and the Primary Campaign Source field on your Opportunity will be upload.

ADD SKUs to CONNECT
     Campaign SKU
     Item SKU & GAU
     Form SKU
SALESFORCE CAMPAIGN MAPPING AT C&P SETTINGS > CAMPAIGN
     Automatic Primary Campaign Source Settings
     Other Settings
     Transaction Campaign Settings
     Custom Primary Campaign Source Settings
     Custom Fundraiser Campaign
     Custom Team Campaign
     Event Management



ADD SKUs TO CONNECT

The first step is to add the SKU in the CONNECT Campaign or on the CONNECT form. There are three types of SKUs.

The Campaign SKU
The Item SKU & GAU
The Form SKU

Campaign SKU

If you are not on the Dashboard:

• Click the Launcher in the upper right corner.
• Select Fundraising.

• Under Primary Campaign Settings click on Basic Information.
• Enter your SKU
• Click the UPDATE button

ITEM SKU & ITEM GAU

You may enter an Item SKU or use a GAU (General Accounting Unit) to use for mapping in Salesforce.

If you are not on the Dashboard:

• Click the Launcher in the upper right corner.
• Select Fundraising.
• Click Campaigns & Forms in the menu on the left. 
• Find the Campaign you wish to edit and click 'Edit' under Actions on the right.   You will be in Campaign Details.
• Under Payment Settings click on Payment Options
• Add SKUs to the Item SKU column or a GAU in the Item GAU column
• Click the UPDATE button at the top or bottom of the section.

FORM SKU

If you are not on the Dashboard:

• Click the Launcher in the upper right corner.
• Select Fundraising.
• Click Campaigns & Forms in the menu on the left. 
• Find the Campaign you wish to edit and click 'Edit' under Actions on the right.   You will be in Campaign Details
• Click on Form Builder.
• Click the 'Edit' icon in the form thumbnail.

• In the 'Settings' menu on the right, you will see the Form SKU field under the General Settings tab.

CAMPAIGN MAPPING IN SALESFORCE

Navigate to Campaign Settings

1. Go to the Click & Pay Launcher in the upper right
2. Click on Settings
3. Click on Campaign on the left

Automatic Primary Campaign Source Settings

If you do not want to create a Salesforce Campaign for each Campaign you create in CONNECT, Click & Pledge can create a Salesforce Campaign and map the CONNECT Campaign transaction to it. To do this, check the 'Default Settings' box under Automatic Primary Campaign Source Settings and click the 'Save Default Setting' button.

NOTE:  When Click & Pay is installed in your Production instance the Default Setting box is checked. Please remove the check mark if you would like to set the mapping rather than have Click & Pledge set it for you.

This ensures all campaign names are unique. It creates a Salesforce Campaign with a unique name that uses CONNECT Campaign Alias and Campaign name (Note:  The Campaign Name will be truncated after 80 characters). 
 

Other Settings

1.  Donors giving to a Fundraiser or Team Member will become a member of all Campaigns in the hierarchy.

2.  A Fundraiser will become a member of Team and Parent Campaign.

3.  Salesforce Campaign will use the "Start Date", End Date" and "Goal" that are included in CONNECT Campaign Details > Basic Information.

a.  Will only update for the first recurring in a series.

 

TRANSACTION CAMPAIGN

The Transaction Campaign mapping rules will assign a Salesforce Campaign to the overall transaction.  The patrons will be added to the Campaign as members.  The Transaction Campaign alone does not look at opportunities.

Opportunities will come in to play if you check the 'Assign as default Opportunity Primary Campaign' box, and the name of the Campaign you are mapping to will be added to the Primary Campaign Source field on the Opportunity.

 

 PRIMARY CAMPAIGN SETTINGS 

Primary Campaign Settings rules look at the item.  Primary Campaign mapping rules will add the donor to the Campaign as a member and the Campaign Name will be added to the Primary Campaign Source field on the Opportunity.  

There may be times when you need to map one transaction to two Salesforce Campaigns.  You may do this using the 'Add Tracker Condition".  Check the box to enable, select your condition, and add the name of the Tracker.  For more information refer to CONNECT: URL Parameters

Note:  If your organization uses Teams or Fundraisers, mapping rules must be set up in the corresponding Teams or Fundraisers tabs. Without these rules, transactions from those sources will fail to map correctly and may trigger errors.

CUSTOM FUNDRAISER CAMPAIGN

When you add mapping rules for Fundraisers, the mapping will create a child campaign for each Fundraiser

CUSTOM TEAM CAMPAIGN

When you add mapping rules for Teams, the mapping will create a child campaign for each Team

What you need to know before setting up mapping.

• Posting will exit after the first match.  If you have mapping setup with the condition "Any or Blank" edit it and change the ;'Processing Order' to a higher number so it does not interfere with mapped SKUs.
• Campaign mapping may be Based On the following criteria.

• We recommend you select LOOKUP for the Campaign Name Mapping.  This will allow you to search for the name of the Salesforce Campaign you are mapping to.  Using Customize Name may create new Salesforce Campaigns.
• The Transaction Date Range may be set for a Custom date, or be assigned a Start Date and an End Date.
• You may use the Salesforce Campaign ID as the Campaign SKU for "One and Done" Transaction and Primary mapping. Following are instructions for using the Salesforce Campaign ID as the SKU for Transaction and Primary mapping.
  • Copy the Salesforce Campaign ID into the Campaign SKU field in CONNECT.  Instructions are given at Campaign SKU.
    TRANSACTION Mapping using Salesforce Campaign ID
    PRIMARY Mapping using Salesforce Campaign ID
    

EVENT MANAGEMENT CAMPAIGN MAPPING

The Click & Pay Suite Settings customizations are the last step of the process for configurations and may override other settings, e.g. Events.

If you make changes at Settings in Opportunity, Campaign, etc. make sure they are consistent for transactions that originate through other Click & Pledge applications like Event Management.

For example, in Event Management you create Opportunities, assign Campaigns, etc. Be aware that configurations in Click & Pay Suite Settings will overrule them.  Setup mapping under Settings > Campaigns > Primary.