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In the standard NPSP configuration, contacts are not directly associated with organizations. This causes great headaches for me for campaigns focused on businesses or other organizations because only contacts can be members of a campaign. If I add them to a campaign using an affiliated contact, the contact's household and HH address are the info stored in that membership, and if that contact has more than one affiliation, then I can't know which affiliated organization was part of that campaign. In short, I can't seem to include organizations in a campaign. In some cases I have opted to associate contacts directly with organizations, but that goes against the NPSP model, and causes other headaches. In that case if my only connection to the contact is through the organization, then the org gets the contact and the contact gets no household. If the I have a personal as well as professional relationship, then the contact gets a HH and an affiliation to the org, and if that org has no other contacts, I create a dummy contact. But that seems cumbersome at best. Hasn't this been addressed (a quick search didn't turn up much)? It seems very important.
9 respostas
  1. 15 de jan. de 2021, 16:21

    I suppose one option might be to generate a report of the affiliations of interest, include relevant IDs INCLUDING the affiliated Account ID, then export that and import it directly into a campaign. Perhaps if we could create a lookup relationship to Accounts on the Campaign Member table and then map the Account ID into that lookup field, we might be able to capture the Account for whom the membership is relevant. Even if we couldn't do that via the import wizard, I'm sure it could be done via the data loader or directly into the backend. Hmmm. A bit clunky but I may try this out.

     

    Of course, if we're talking about using Sites to automate online signup into a campaign, then I don't see an easy way to do this. It MAY be possible to produce a signup form using Sites that allows a person to sign up for a campaign and then use the data entered to try to find the person in the database (e.g. via first and last name + email) to populate a drop-down field for the site user to select the organization they are affiliated for this particular event. For example, I'm thinking of a volunteer event signup. The person goes to the signup site, fills out the form, then the form presents a list of their affiliations so the user can indicate if they are doing as an individual (i.e. their household record/affiliation) or on behalf of some affiliated organization. This approach is very complicated and would likely involve both Apex programming and javascript in the site visualforce page.

     

    As I said, more as I figure things out.

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