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Add Campaign IDs or Record Types to Aura

Online Aura donation forms can be integrated with Salesforce Campaigns, and configured to utilize Contact, Opportunity, and NPSP Recurring Donation record types within Salesforce.

Key Concepts and Details:

  • When a Transaction is processed via an Aura donation form that is connected to Salesforce via a Site, Aura pass variables and ID’s to your Salesforce org that allow the newly created records to be related.
  • This can be done via three different methods:
  • Add the ID’s onto the URL of the “Donate” button or link which hosts the embedded Aura form.

This method will ensure all iATS Transaction data processed via this Aura form will be assigned the specified values.

  • Add the ID’s onto the end of the Salesforce Site within Aura Setup while creating the Aura form. If using Aura Connect for Facebook, we recommend using this option. This method will ensure all iATS Transaction data processed via this specific Aura form will be assigned the specified values. Note: Adding the ID’s via this method will not transmit ID information to the iATS Download Journal Report, which is necessary for iATS to relate records via the Download Journal in the future if needed.
  • Add the ID’s onto the end of a URL, such as included within an email blast, or online post.

This method allows for the flexibility of receiving different ID information from donors via one Aura form. For this method to function properly, please ensure there are no other ID’s added as per method 1 and 2 above.

  • The Variables that will be used in the following instructions:
    • Opportunity/Donation primary campaign ID variable: caid
    • Contact record type ID variable: cortid
    • Opportunity record type ID variable: oprtid
    • NPSP Recurring Donation record type ID variable: rertid

 

3.5.1 Method 1 - Add ID’s to the web page Button/link URL (Recommended)

This method will ensure all iATS Transaction data processed via this Aura form will be assigned the specified values.

1. Create an Aura donation page by following the instructions within the Aura User Guide. If an Aura form is already hosted on your website, skip this step.
2. Obtain the Salesforce Campaign Record ID by going to the Campaign within Salesforce and copying the ID number listed after the Salesforce web address from the URL.

Example: https://na6.salesforce.com/701A0000000dzhU

3. Add the Campaign ID and variable onto the end of the URL for the “Donate” button or link to the website that hosts the Aura form by modifying the coding of the button or link. This step may need to be completed by a Web Developer.
4. As per the example below, the first character after the URL link should be a question mark, followed by the Campaign ID variable caid, then an equal’s sign and the ID itself.

Example: www.genericdonationwebpage.com/Donate?caid=701A0000000dzhU

5. If desired, a Contact and/or Opportunity Record Type can also be added by using the Record Type ID variables cortid, oprtid, or rertid described above. When adding a second variable ID into the URL link, they must be separated by an ampersand.

Example: www.genericdonationwebpage.com/Donate?caid=701A0000000dzhU&cortid=012A0000000zJ6O&oprtid=012A0000000zJ6Y

6. Processing a test transaction through the Aura form is recommended to ensure the ID’s are functioning as expected.

 

3.5.2  Method 2 - Add ID’s to the Salesforce Site in Aura

This method will ensure all iATS Transaction data processed via this specific Aura form will be assigned the specified values.

1. Create an Aura form by following the instructions within the Aura User Guide. If an Aura form is already hosted on your website, skip this step.
2. Obtain the Salesforce Campaign Record ID by going to the Campaign within Salesforce and copying the ID number listed after the Salesforce web address from the URL.

Example: https://na6.salesforce.com/701A0000000dzhU

3.

Add the Campaign ID and variable onto the end of the Salesforce Site URL, in the Post Back URL Field of Aura Setup.
Example:

2

4.

As per the example below, the first character after the URL link should be a question mark, followed by the Campaign ID variable caid, then an equal’s sign and the ID itself.
Example:

3

5. If desired, a Contact and/or Opportunity Record Type can also be added by using the Record Type ID variables cortid, oprtid, or rertid described above. When adding a second variable ID into the Salesforce Site URL, they must be separated by an ampersand.

Example: ?caid=701A0000000dzhU&cortid=012A0000000zJ6O&oprtid=012A0000000zJ6Y

6. Processing a test transaction through the Aura form is recommended to ensure the ID’s are functioning as expected.

 

3.5.3   Method 3 - Add ID’s to a URL Hyperlink

This method allows for the flexibility of receiving different ID information from donors via one Aura form. For this method to function properly, please ensure there are no other ID’s added as per method 1 and 2 above.

1. Create an Aura donation form by following the instructions within the Aura User Guide. If an Aura form is already hosted on your website, skip this step.
2. Obtain the Salesforce Campaign Record ID by going to the Campaign within Salesforce and copying the ID number listed after the Salesforce web address from the URL.

Example: https://na6.salesforce.com/701A0000000dzhU

3. Copy and paste the donation page URL into the body of an email or post.
4. Add the Campaign ID and variable onto the end of the pasted URL hyperlink.
5. As per the example below, the first character after the URL link should be a question mark, followed by the Campaign ID variable caid, then an equal’s sign and the ID itself.

Example: www.genericdonationwebpage.com/Donate?caid=701A0000000dzhU

6. If desired, a Contact and/or Opportunity Record Type can also be added by using the Record Type ID variables cortid, oprtid, or rertid described above. When adding a second variable ID into the URL hyperlink, they must be separated by an ampersand.

Example: www.genericdonationwebpage.com/Donate?caid=701A0000000dzhU&cortid=012A0000000zJ6O&oprtid=012A0000000zJ6Y

7. When the URL is clicked, the donor will be directed to the Aura form, and the ID’s entered will be displayed in the URL of the site, and pushed to iATS/Salesforce with the transaction details.
8. Processing a test transaction through the URL hyperlink is recommended to ensure the ID’s are functioning as expected.

 

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