We have finally (YAY!) integrated Give Lively with Salesforce. And we've started using Give Lively events for some programatic events that are free but with an option to purchase a $10 ticket to support the work. We love having everything flow directly into Salesforce. However the many $0 opportunities that are being categorized as "donations" are confusing our reporting. My tentative solution is to delete these $0 opportunities as we typically don't consider attending this event as something that gets an opportunity - only a campaign member added. Has anyone had a similar situation? I'm thinking a flow that identifies and deletes $0 opportunities created by Give Lively
#NPSP #Nonprofit Success Pack #Give Lively #Events
Congrats on getting Give Lively wired up! I would steer away from deleting these, deletion is fragile, the sync usually just recreates them on the next pull and you lose the registration link. Treat it as a categorization problem instead. A few layers, best first:
1. Fix it at the source mapping if you can. Check whether Give Lively's Salesforce mapping lets you route free/0-dollar registrations to just a Campaign Member (or a non-donation object) instead of creating an Opportunity. If that toggle exists, it is the cleanest fix, the junk never gets created.
2. If the integration creates the Opportunity regardless, do not fight it, reclassify it. Put free/ticket registrations on a dedicated Opportunity Record Type (e.g. 'Event Registration' or 'Ticket'), separate from your 'Donation' record type. Then two things fall into place:
- Exclude that record type from NPSP donor rollups so it never inflates lifetime giving. NPSP lets you exclude specific Opportunity Record Types/Types from rollups (NPSP Settings > Donations for the legacy rollups; with Customizable Rollups you exclude via a filter group). That directly fixes the 0-dollars-counting-as-donations problem in your donor totals.
- Your donation reports and dashboards then filter to Record Type = Donation (or Amount greater than 0), so the free registrations drop out cleanly.
3. Track the free attendance where it belongs, as a Campaign Member on the event Campaign (which it sounds like you are already doing). That is the right home for 'attended,' and it keeps your engagement reporting intact without touching giving numbers.
Net: a dedicated record type + exclude-from-rollups + an Amount>0 (or record-type) report filter gets you clean donation reporting without deleting anything or losing the registration history. If free tickets keep coming through as donations even after that, revisit the Give Lively field mapping, that is where the record type gets stamped on the way in.
If this helps, please mark it as the Best Answer so it is easy for the next person to find. Thanks :)
