Knowledge Base

Donor Management for Salesforce: Double the Donation

Version: 9.170911xxxx

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/clickandpledge/.

For additional details on the Double the Donation / Click & Pledge integration visit: https://doublethedonation.com/clickandpledge-integration-guide/.




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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