Allow sync to find existing Salesforce Campaigns based on Classy Campaign ID
Allow users to create the campaign in Salesforce first, make a classy donation/event/etc page, and then link the Classy page by copying the Classy Campaign ID into the appropriate field on the Salesforce campaign. This allows staff to assign values they need to campaigns ahead of time (regions, default allocations, related campaign manager contacts, etc), since static attributes for campaigns/donations can't be passed from classy pages yet.
This is a great idea! Currently, many organization choose to use the “Parent Campaign” field on a Campaign record created by Classy to parent it to an existing Salesforce Campaign record. In fact, this is a great way to combine hierarchy data from multiple Classy Campaign records together. We’ll update this request as we consider other improvements that can be made to linking with existing Campaign records.
Brian Hayes commented
We just had a recent update that added campaign Event Name and Internal Event Name. This is a nice feature and, keep in mind, is Classy centric.
Please add an additional field to this page title "Salesforce Campaign ID" (object/record ID). Show this when Classy for Salesforce is setup and hide it when it is not. However, do not delete the field value should an administrator or developer disable or disconnect the connect since they maybe going through the process of re-establishing a connection to try to fix/reset something. Also, since Classy does not currently have sandboxes like Salesforce, the Salesforce Campaign ID should be connection/API key specific.
Heather Soehn commented
I especially agree with samanthap's request: "If a donor already exists as a Campaign Member, Classy would update the Campaign Member Status to reflect the fact that the invited individual had RSVPed/Donated. Ideally, we would be able to define the Campaign Member Status to assign so it can most appropriately reflect the action taken."
The lack of this feature is causing a lot of confusion on my team!
Tanya Martell commented
Allow users to select an already existing campaign to use for the general donation page instead of creating a brand new campaign. This allows us to use an already existing infrastructure we have in our system in place.
Samantha Powell commented
While using a Parent Campaign is a creative idea, it really doesn't do much to help us as then we're double-tracking anyone who rsvps, creating a data integrity and storage issue. There will be instances where we will not have a pre-existing Campaign, but for major events where we're inviting individuals and sending them a link to the registration or donate page, we will likely already have a Campaign created so we can manage an invitation list. As Barbara said, it would be great if Classy had a field in the About settings for the Event/Donate page that looks for a Salesforce Campaign Id. If a donor already exists as a Campaign Member, Classy would update the Campaign Member Status to reflect the fact that the invited individual had RSVPed/Donated. Ideally, we would be able to define the Campaign Member Status to assign so it can most appropriately reflect the action taken. The lack of this feature will cause a significant strain on our small and already at capacity team as we'll need to move Campaign Members and Opportunities from the Campaign created by the Classy integration to our pre-existing Campaign to avoid duplicative and unnecessary records in our Salesforce instance that is already over storage limits.
@Roger, thanks for adding in your use case. Just to clarify, Campaigns do indeed sync over on create in Classy (even before the initial donation) if you on our newest Classy for Salesforce version (as of this post it's 6.23).
Please let our support team know (firstname.lastname@example.org) if you are not seeing Campaigns create in real-time.
Roger Miller commented
Excellent idea. One of my client's has a lot of campaigns in Salesforce (about 100 every year), so being able to update and assign directly to a SF campaign would be very helpful. Parenting as described by Classy Support is nice, but essentially means that we cannot create the campaign and be done with it. We have to wait for the first donation to come across from Classy to Salesforce and then can edit the actual campaign goals, etc. in Salesforce.