Knowledge Base

Donor Management with Salesforce: C&P Settings - Swiper1

Version: 9.190720xxxx

Swiper1 is a mobile application developed by Click & Pledge for both Android & IOS mobile users. By activating Swiper1 in Salesforce it allows you to:

1. During the Swiper1 transaction process, you can see a list of Contacts from Salesforce so you can attach that transaction to an existing Contact within the Swiper1 app.
2. Enables Event Management's Check-in & Check-out feature.

Here are the steps to activate Swiper1:

  1. Login to your Salesforce account and go to your Click & Pledge Donor Management/Payment-as-a-Service app.
  2. Click on the C&P Settings tab.
  3. Click on the Swiper1 tab.
  4. Enable the checkbox for Activate Swiper1.
  5. Click on the Update Settings button.

Within Event Management, what happens if the checkbox is not enabled?

Once after enabling the checkbox in C&P Settings > Swiper1, come back to the Swiper1 app and click on “Check Status”. Then you will see the status as Authorized.

Only after successful verification, you can see Event tab on the Swiper1 main screen.

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