Knowledge Base

Donor Management with Salesforce: Double the Donation

Version: 9.190720xxxx

Click & Pledge and Double the Donation have worked together to bring a comprehensive implementation of employer matching gift program to Salesforce.  Through this implementation, forms designed through Click & Pledge's API and Connect platform will offer the employer identification field as part of the donation process. Transactions including the employer information will trigger a series of events in Salesforce that include creating an employer account and sending detailed matching gift program policies, forms, and contact information to patrons.

To sign up for Double the Donation and start incorporating matching gifts into Click & Pledge visit: https://doublethedonation.com/sign-up/Our integration works with Double the Donation's Premium Plan.

 


The following slide show provides a detailed overview on how to access the API key when signing up and as an existing user.

 


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