A nonprofit customer wants to have the status for a Campaign Member on a fundraising campaign automatically update when a donation is received from that Contact.
What should the consultant recommend?
To ensure that the status for a Campaign Member on a fundraising campaign is automatically updated when a donation is received from that Contact, the Automatic Campaign Member Management feature in NPSP can be used. Here's how to enable and configure it:
Navigate to NPSP Settings:
Go to Setup.
In the Quick Find box, type 'NPSP Settings' and select it.
Enable Automatic Campaign Member Management:
In the NPSP Settings, navigate to 'Donations'.
Find the 'Automatic Campaign Member Management' section.
Enable this feature by checking the corresponding box.
Configure the Settings:
Define the criteria for when and how Campaign Member statuses should be updated. For example, you can specify that the status should change to 'Responded' when a donation is received.
Save Settings:
Save the changes to activate the automatic updates.
This setup ensures that Campaign Member statuses are updated automatically based on the criteria defined, reducing manual effort and improving accuracy.
'Automatic Campaign Member Management' from Salesforce Help: Automatic Campaign Member Management
'NPSP Settings Overview' from Salesforce.org: NPSP Settings
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