Overview#

Flow name: MoveData_Commerce_Campaign_Post Label: [MoveData] Commerce: Campaign - Post Upsert Type: Auto-Launched Flow Template API version: 57.0 Status: Active

This flow handles post-processing operations after campaign records are created or updated, including campaign member structure initialisation, GAU (General Accounting Unit) copying from parent campaigns, and campaign member creation with commerce-specific status handling.

Purpose#

The flow performs post-upsert operations that:

• Initialise NPSP campaign member status structures with configurable labels
• Copy GAU allocations from parent campaigns to child campaigns
• Create campaign member records for primary contacts
• Establish hierarchical campaign member value structures
• Support commerce-specific member statuses (Sale, Ticket Holder)

Salesforce fields#

This flow interacts with the Salesforce Campaign object and its related fields. Below is a mapping of all fields utilised:

Input variables#

Core campaign data#

Campaign member configuration#

Sort order configuration#

Output variables#

Flow logic#

1. Campaign member structure initialisation#

The flow first determines if MoveData campaign member structure should be used:

• If Config_CreateCampaignMembers is true: Proceeds with action-based status configuration
• If disabled: Skips member structure setup

2. Action-based status configuration#

The flow evaluates the commerce action type to determine appropriate labels:

Ticket action processing#

• Condition: Action = "ticket"
• Label Assignment: Sets commerce label to ticket holder value
• Sort Order: Uses ticket-specific sort order (9012)

Default commerce processing#

• Condition: All other actions
• Label Assignment: Uses default commerce label ("Sale")
• Sort Order: Uses commerce sort order (9011)

3. NPSP campaign member structure setup#

When enabled, the flow calls NpspInitialiseCampaignMemberProxy with:

• Configurable status labels for different member types
• Commerce-specific sort order to prevent conflicts with NPSP statuses
• Optional deletion of existing campaign member statuses

4. GAU inheritance processing#

For new records with parent campaigns:

• Condition: IsNewRecord = true AND HasParentCampaign = true
• Action: Copies GAU allocations from parent to child campaign
• Component: NpspCopyGauBetweenCampaignsFlowProxy

5. Campaign member creation#

When a primary contact is provided:

• Condition: CampaignContact exists AND Config_CreateCampaignMembers = true
• Process: Creates campaign member record with appropriate status
• Status Logic: Uses formula to determine member status based on campaign type

6. Member value hierarchy setup#

The flow establishes a hierarchical order of campaign member statuses:

1. Team Leader
2. Fundraiser
3. Recurring Donor
4. Commerce/Sale/Ticket Holder (configurable)
5. Prospect

Processing summary#

1. Member Structure Check: Determine if campaign member processing should occur
2. Action Evaluation: Configure labels and sort order based on commerce action
3. NPSP Structure Initialisation: Set up campaign member statuses with NPSP integration
4. GAU Inheritance: Copy GAU allocations from parent if new record
5. Contact Validation: Check for primary contact and member creation settings
6. Hierarchy Setup: Establish member status precedence
7. Member Creation: Create campaign member records with appropriate status

Configuration options#

Campaign member labels#

All member status labels are configurable, with commerce-specific options:

• Sale: Default commerce transaction status
• Ticket Holder: Event ticket purchase status
• Standard Labels: Team Leader, Fundraiser, Recurring Donor, Prospect

Sort order management#

• Commerce Sort Order: 9011 (prevents conflicts with NPSP standard statuses)
• Ticket Sort Order: 9012 (distinct from general commerce transactions)

Processing controls#

• Enable/disable campaign member creation
• Control existing status deletion
• Configure GAU inheritance behaviour

Error handling#

Action-based processing#

• Action Detection: Evaluates action type to determine commerce label
• Default Handling: Uses standard commerce label when action is not "ticket"
• Sort Order Assignment: Ensures proper NPSP integration with distinct sort orders

NPSP integration#

• Proxy Components: Uses NPSP proxy components for seamless integration
• Status Management: Prevents conflicts with existing NPSP campaign member statuses
• GAU Processing: Handles GAU copying with proper error handling

Dependencies#

• NpspInitialiseCampaignMemberProxy (Apex action)
• NpspCopyGauBetweenCampaignsFlowProxy (Apex action)
• NpspCreateCampaignMemberProxy (Apex action)

Related articles#

• Campaign Mapping Flow
• Campaign Name Flow
• Campaign Platform Key Flow
• Non-Profit Cloud Campaign Post Upsert Flow
• NPSP Campaign Post Upsert Flow
• Commerce fields and objects