Click & Pay (Salesforce): Settings - Campaign

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
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

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
• Click the UPDATE button at the top or bottom of the section.

GAU

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

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 will 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 SETTINGS

Using the Transaction Campaign Settings will assign all Connect Campaigns created as the Transaction Campaign.  You will need to copy the Salesforce Campaign ID into the Campaign SKU field in CONNECT following the instructions in Campaign SKU

To add Transaction Campaign Mapping, under C&P Settings > Campaign, go to the Transaction Campaign Settings section and click on 'Add Transaction Campaign'.

1. Select the criteria mapping as Based On using Campaign SKU.

2. Select the Condition Is Salesforce Campaign ID.

 

3. If you wish, you may check the box to assign the Transaction Campaign as the Opportunity Primary Campaign.
   
   
   
   
4. The Transaction Date Range may be set to All Time or you may set a custom date range.  Click the Save button when finished.
5.  

CUSTOM PRIMARY CAMPAIGN SOURCE

If you do not wish to use Transaction Campaign Mapping, setup Custom Primary Campaign Source mapping.

NOTE:  Posting will exit after the first match.  If you have mapping setup with condition Any or Blank, mapping and change the 'Processing Order' to a higher number so it does not interfere with mapped SKUs.

To add Custom Opportunity mapping, under C&P Settings > Campaign, go to the Custom Primary Campaign Source Settings section and click on 'Add Primary Campaign'.

 

1. Select the option for criteria mapping Based On one of the following selections:

   

2. Select the Condition you wish to use.

   

3. If required, enter criteria needed for the condition, e.g., SKU.

4. If you use a Tracker, you may add it as a condition for the mapping.  Select the condition and enter the title for the tracker.
   
   
    

5. If you do not use the condition 'Is Salesforce Campaign ID', select the Primary Campaign Type (Lookup recommended)

Customize Name allows you to select the data you want to use as a Campaign Name.  This will create a new Campaign.

Using Lookup begin typing the name of the Campaign and select Campaign from the list.

5. Click the 'Save' button.
   
   

CUSTOM FUNDRAISER CAMPAIGN

To set mapping for your Fundraiser Campaign, follow the steps for Custom Primary Campaign Source Settings

CUSTOM TEAM CAMPAIGN

To set mapping for your Team Campaign, follow the same steps for Custom Primary Campaign Source Settings

 

EVENT MANAGEMENT CAMPAIGN MAPPING

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 at 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 will overrule them.  Setup mapping under C&P Settings > Campaigns > Opportunity Primary Campaign Sorce Map.