If your organisation runs multiple campaigns in Salesforce, you may want to track which donations come from which marketing effort. Studio allows you to link each 3-step form to a specific Salesforce Campaign so every transaction created through that form is attributed correctly.
Once connected, any donation submitted through the form will automatically populate the Campaign field on the resulting Payment Txn record in Salesforce.
Step 1: Locate your Campaign ID
To connect your form to a Salesforce Campaign, you first need the Campaign’s unique ID.
For instructions, please follow: Where is my Campaign ID in Salesforce?
Step 2: Add the Campaign ID to your Studio form
- Go to Manage Forms in Studio.
- Select the form you want to link.
- Click the Edit icon.
- In the General tab, find Campaign Option ID.
- Paste your Campaign ID into the field.
- Click Update to save your update.
Step 3: Test your connection
- Open a Studio page that uses this 3-step form.
- Submit a test donation.
- Open the resulting Payment Txn record in Salesforce.
- Confirm the Campaign field shows the campaign you linked.
Want donors to choose the campaign themselves?
If you would like donors to pick which campaign they want to support during checkout, see: How to add a campaign picklist to your form