Donor Management for Salesforce: New Features

Last Updated: Dec 23, 2015 06:06AM EST
Donor Management for Salesforce, or Payment-as-a-Service, version 9.20 release date is December 9, 2015.
Here is the list of new Features:
  • Double the Donation: 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 the API and Connect 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.

  • SMS Autoresponder: The Salesforce SMS Autoresponder offers a flexible and powerful method for communicating with patrons, event attendees, clients, and end users.  The system may be set up to respond to SMS messages to the specific custom phone number(s) (as set with Twilio) with specific messages.

  • Campaign Lift: The Campaign Lift uses a proprietary algorithm to adjust the Connect payment forms & widgets based on the patron's prior payment history.

  • Issue full Credit through the C&P Transaction Tab: Transactions may be credited / cancelled through Salesforce.  All credits are settled at midnight but may take up to 5 days to appear on the patron's credit card statement depending on the issuing bank.

  • Recurring Management: Recurring transactions may be edited, cancelled, run ahead of schedule, or reprocessed if failed through the C&P Recurring in Salesforce.

  • Process Similar Transactions: A transaction may be duplicated with all items included as a new transaction.  The feature may be used when partial payment needs to be issued. Since only complete refunds may be made, the transaction may be refunded in full and then reprocessed with items removed using the card on file.

  • C&P Designer – Date: To help with the many different formats a date may be shown in a text, each element of a date string is made available separately.

  • New features / Changes in C&P Autoresponder:
  1. Removal of the Salesforce SMTP. The default SMTP server is Click & Pledge.
  2. The Addition of the Corporate Matching option for sending the matching gift policies as an autoresponder.
  3. The Addition of Refund/Credit condition.
  4. The Addition of Matching Gift Condition.
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