Track Shopping Cart Donations
Add some sort of flag on donations made during checkout (at the cart donations) so that we can identify and track them in salesforce. A checkbox would be sufficient.
Mckenzie Campbell Davies
shared this idea
This idea was completed as part of Tech Update 4.5. Donations made through the cart now are part of a unique Salesforce opportunity that will enable these donations to be identified. The blog with the details of this update can be found here: https://www.mountaineers.org/blog/tech-update-4-5-bulk-roster-updates-practice-sessions-site-search-and-more
-
To add more information here, it would be very helpful to know if folks are making a donation as part of a checkout. Right now there is no way to know if that happens because Salesforce records them as two separate things. We could do a pivot table to marry them by stripe ID to find out, but that's a lot of work.
As we look to launch mid-tier giving strategy and more deeply embed our culture of philanthropy, this would be a helpful metric on how well we're doing that, particularly in relation to our welcome onboarding email series.
