Knowledge Base

Connect: Third Party Integration

Click & Pledge offers multiple integration options to help customers maximize their efficiency and fundraising potential. In the 3rd Party Integration section you will be able to integrate your Click & Pledge account with 3rd party applications include several e-newsletter providers, Salesforce, and Double the Donation.
This article covers integrations that operate through Click&Pledge payment forms. Other third-party integrations exist that utilize a 3rd party to create the form: WooCommerce and Gravity Forms.
Learn More:
  1. Integration with eNewsletter Providers
    • Constant Contact
    • MailChimp
    • iContact
  2. Integration with Double the Donation
  3. Integration with Salesforce
 

Integration with eNewsletter Providers

Once you have added eNewsletter integration to your account you can then add it to any campaigns as well as the API platform. The integration allows your patrons to add themselves to your eNewsletter list(s) during the checkout process. Once a patron has opted-in to an eNewsletter list, then their contact information will automatically transfer to your organization's eNewsletter account.
Providers:
  • Constant Contact
  • MailChimp

  • iContact


How to integrate eNewsletter services with Click & Pledge

To integrate eNewsletter services with Click & Pledge you will need to:
1. Select your eNewsletter provider, then provide the required information to integrate with Click & Pledge
2. Then for your patrons to view the eNewsletter sign-up option, within Campaigns select the integration option. You eNewsletter lists will then appear on the campaign’s payment pages.


Integration with Double the Donation

Click & Pledge and Double the Donation have worked together to bring a comprehensive employer matching gift program to Click & Pledge customers.  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. Matching Gift data is captured and available for customers through reports.
As a Click & Pledge customer you are also eligible for a special offer from Double the Donation. To learn more visit: https://doublethedonation.com/clickandpledge-integration-guide/

To sign up for Double the Donation and start incorporating matching gifts into Click & Pledge visit:  https://doublethedonation.com/clickandpledge/.

View the following slides for Instructions to Sign up and access API Key needed for integration:

 


Integration with Salesforce

 


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