This document outlines the process established for managing Rallybound and Salesforce campaigns at the end of the fiscal year. You can manage year over year campaigns through the following two methods:
- Creating the new campaign in Rallybound first, which can create the new campaign in Salesforce automatically; or
- Creating a new campaign in Salesforce first and then create the campaign in Rallybound and map them to each other.
This document will also cover:
- How to manage Rallybound campaigns that do not end
- How to find the Rallybound Goal ID
Create Campaign in Rallybound (recommended)
To create the new campaign in Rallybound, follow these steps:
If Salesforce Settings need to be adjusted before a campaign is created, turn the Salesforce sync off.
Replicate or relaunch the campaign (click here for more information).
Relaunching a campaign will end the previous campaign and reset all fundraising activity on the same URL.
Replicating the campaign will create a new campaign while copying the settings over.
You will need to understand the initial mapping to know what fields need to be updated. Examples are listed below but these can vary based on your organization’s Salesforce set-up. If you are unfamiliar, please coordinate with the consultant that guided you through the set-up process.
Main Campaign Name: In this example a year was added before the placeholder that represents the Rallybound Campaign Name. This is done to reflect activity for the current year.
Main Campaign Parent Campaign ID: The Parent Campaign where the Rallybound campaigns are nested. If a new Parent Campaign has been created the new Campaign ID must be entered here.
Please review ALL settings to ensure changes do not need to be made.
If additional custom fields are created (registration fields, form fields), they will need to be entered on the following template and provided to Rallybound support to update mapping.
Once this is done, Rallybound will create a new campaign within Salesforce.
Create Salesforce Campaign to Map to Rallybound
- Create a new campaign in Salesforce
- If Rallybound has already been connected to Salesforce, the Salesforce sync will need to be turned off in the campaign you're replicating
Replicate or Relaunch the desired Rallybound campaign and identify the Rallybound Campaign Goal ID (Instruction D).
Navigate to your Salesforce Campaign and EDIT the record. As long as the Rallybound Fields Package has been downloaded there will be a field for the Rallybound Goal ID.
Enter the Rallybound Goal ID.
Review Rallybound Salesforce Settings.
Turn Rallybound Salesforce Sync on and save.
How to manage Rallybound campaigns that do not end
If you have a Rallybound campaign that you do not want to end (such as a “Do It Yourself” or “DIY” campaign, Memorial Campaign or General Donation), but you would like to create a new Salesforce campaign, follow these steps:
Create the new campaign in Salesforce
Open the previous year's Salesforce campaign, locate the goal ID and then EDIT > CUT/REMOVE GOAL ID, (and replace it with a ‘0’ in order to retain function for Rallybound's trigger that retains custom fields on the Campaign Member Records during a Contact Merge). In the example below, the screenshot reflects “Tribute 2017”.
Navigate back to the Campaign View where you can see the new Salesforce campaign that has been created. Select/edit the current year’s campaign and “PASTE” the Rallybound Goal ID in the same spot.
Find the Rallybound Goal ID
To find the Rallybound Goal ID, in the Admin, navigate to Reports > Fundraiser and Teams Report and run the report. The GOAL ID with TeamID = 0 and MemberID = 0 is the Rallybound Goal ID for this campaign.