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:
A) Creating the new campaign in Rallybound first which can create the new campaign in Salesforce automatically; or
B) 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:
C) How to manage Rallybound campaigns that do not end
D) How to find the Rallybound Goal ID
A) Rallybound Creates Salesforce Campaign (recommended)
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.
B) Admin Creates Salesforce Campaign and Maps to Rallybound Campaign
C) How to manage Rallybound campaigns that do not end:
If you have a Rallybound campaigns 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 you will need to do the following:
D) Find the Rallybound Goal ID:
Go into Salesforce and enter the Rallybound Goal ID in the correct field.