Peer to Peer - Transaction Types & Rows

PSTE

Peer-to-Peer Site

On creation or update of a site

Representing a primary Peer-to-Peer campaign object. Would represent a Peer-to-Peer site inside Salesforce or other CRM. The Site name, fundraising goal and currency, structure (team options of IND | BOTH) and type (EVENT | DIY) are indicated, allowing the primary campaign to be kept current and up to date.

PFRP

Peer-to-Peer Registration - Primary

When a fundraiser registers.

Indicates a fundraiser's registration, calling out the Page ID, Page Name, Site Id, Site Name. This allows Salesforce to setup a campaign representation for the fundraiser, against a site and link a CampaignMember + Contact record to it.

PFRA

Peer-to-Peer Registration - Associated

Additional members are associated with a registration.

When a person is registering themselves and family members, PFRA would represent the associated participants in the cart

PPAY

Peer-to-Peer Registration Payment

When a fundraiser registers and pays for participation type.

If the organization is running a site which requires a fundraiser to pay an initial amount to take part, then this transaction represents that payment for that participation type. Note that this payment would also help with ‘minimum commitment’ fundraising, where an organization sets an expectation upfront that the fundraiser will need to meet a minimum fundraising commitment.

PACS

Peer-to-Peer Self Additional Donation

When a fundraiser registers and chooses to make an additional donation (single).

During the registration, a fundraiser can choose to make an additional donation. Fundraisers who make donations to themselves are often seen as more committed to the fundraising efforts and have a greater chance of being more engaged. Note that Engaging Networks processes one payment to the gateway during registration, which means that the transaction id will be the same for both the registration payment and the additional donation, even though they are represented separately here.

PACR

Peer-to-Peer Registration Additional Donation Recurring

When a fundraiser registers and chooses to make an additional donation (recurring). Noted for future development.

At this time, only a single donation is supported during registration. A recurring donation transaction would be occur according to a schedule set up by the supporter, represented by a transaction row such as this.

PFTC

Peer-to-Peer Team Create

When a team is created.

When a team is created at the site level, this row indicates this occurrence and allows Salesforce to create a team page representation. Notable values includes the team’s page id, page name, team goal, site id and site name.

PFTA

Peer-to-Peer Team Member Addition

When a member joins a team.

When a team captain/member is added to a team, this row allows Salesforce to roll members of a team onto the team page representation. Notable values includes the page id of the fundraiser, and whether this fundraiser is the captain or an ordinary member of the team. During registration, if a fundraiser decides to create a team, expect both the Team Create and Team Member Addition row to be indicated.

PFTE

Peer-to-Peer Team Member Exit

When a member leaves a team.

When a team captain or member is removed from a team, this row allows Salesforce to remove these fundraisers from the team page representation.

PORG

Peer-to-Peer Organization

When an organization is created at the account level.

Organizations (such as Companies, Departments, etc.) are created at the account level, and can be enabled for sites through registration selection options. These entities exist at the account level, and once associated with a specific site, they are assigned a page ID corresponding to that particular site. As each organization has its own ID at the account level, associated pages roll up to enable cross-site and year-on-year reporting of organizational data.

PFOC

Peer-to-Peer Site Organization Create

When an organization is associated in a site.

When an organization is associated at the site level, this row indicates this occurrence and allows Salesforce to create an organizational page representation. Notable values includes the page id, site id and site name, organization entity name and id as well as goal pulled from the account level. It is important to understand that at the site level, this page is a reflection of the account level entity. Meaning, the logic grabs the snapshots of the default values from the account object.

PFOA

Peer-to-Peer Site Organization Association

When a team or fundraiser is linked to a site’s organization page.

When a team, team captain/member or fundraiser select the organization, this row allows Salesforce to roll page ids to the organization’s page representation.

PFOE

Peer-to-Peer Site Organization Exit

When a team or fundraiser leaves a site’s organization page.

When a page is unassociated from an organizations page , this row allows Salesforce to remove page of a team from the organization’s page representation.

TPPU

Team Peer-to-Peer Page Update

A team captain updates the team’s page in the fundraisers dashboard

Inside the fundraisers dashboard, when a team captain saves the team page details (which include goal, team story, title etc) this rows allows Salesforce to keep updated details of the team’s page. A good example here would be goal - if the team’s page goal changes, this can be additionally reflected in Salesforce.

IPPU

Individual Peer-to-Peer Page Update

When a fundraiser updates their page in the fundraisers dashboard

Inside the fundraisers dashboard, when a fundraiser (which could include a captain, member or individual) saves the team page details this rows allows Salesforce to keep updated details of the fundraiser’s page. A good example here would be goal - if the fundraiser updates their goal, this can be additionally reflected in Salesforce.

OPPU

Organization Peer-to-Peer Page Update

When an administrator updates the organization’s page, at the site level.

From the administrator tile, when an administrator updates the site page details, this rows allows Salesforce to keep updated details of the organization’s page . Note that organization pages are not accessible to fundraisers. They are currently controlled by administrators.

PFCS

Peer-to-Peer Credit Single

When a donation is made as a single gift

A donor making a single gift. Notable values includes the page id of the fundraiser that his gift should be associated with. As this is the page id, this could link either a site’s organization page, team page, team captain/member page or a fundraiser’s page.

PFCR

Peer-to-Peer Credit Recurring

When a donation is made as a recurring gift.

A donor making a recurring gift. Notable values includes the page id of the fundraiser that his gift should be associated with. As this is the page id, this could link either a site’s organization page, team page, team captain/member page or a fundraiser’s page.

PFCA

Peer-to-Peer Fundraising - Cash

When a donation is made as a offline cash gift.

A site administrator or donor making a single cash gift. Notable values includes the page id of the fundraiser that his gift should be associated with. As this is the page id, this could link either a site’s organization page, team page, team captain/member page or a fundraiser’s page.

PFCH

Peer-to-Peer Fundraising - Check

When a donation is made as a offline check gift.

A site administrator or donor making a single check gift. Notable values includes the page id of the fundraiser that his gift should be associated with. As this is the page id, this could link either a site’s organization page, team page, team captain/member page or a fundraiser’s page.

PRFD

Fundraising - Refund Single/Recurring

When a donation is refunded.

PFIM

Peer-to-Peer Fundraising - In Memoriam

When a donation includes 'In Memory' information.

When a donor indicates that the gift is made in memory of a person, then this additional row indicates the individuals details. The Opportunity in Salesforce can be updated to reflect a tribute gift and the Honoree Name being written to the sObject. Note that this row should not be used to represent a transaction - even those it has donation data included.

PITM

Peer-to-Peer Fundraising - Incentive Item

When a fundraiser accepts or declines a premium reward in their fundraisers dashboard.

Allows Salesforce to keep track of premium rewards that have been accepted and/or declined for fulfillment purposes.