Knowledge Base

General Information

  • Apply for a Click & Pledge Account

    It is easy and free to apply for a Click & Pledge Account. Just fill out the application on the Click & Pledge website here. You will be contacted by our merchant banking partner to set up your account, and once your Click & Ple...

    Last Updated: Dec 13, 2017 10:01AM EST
  • TSYS Online Application: Step by Step Instructions

    This online application was designed for for-profit organizations. This tutorial will help you as a nonprofit organization complete the application. To complete your account you will need: A form of identification like a driver's lice...

    Last Updated: Dec 13, 2017 10:04AM EST
  • Install or Upgrade Click & Pledge Apps in Salesforce

    Requirements: Please ensure you have signed up for a Click&Pledge Account. If you have not done so, please fill out the form at ClickandPledge.com/Signup Click&Pledge offers complimentary installation, post-installation, and upgrad...

    Last Updated: Dec 11, 2017 04:20PM EST
  • Best Practices to Ensure Email Receipt Delivery

    This article includes information for Click & Pledge receipts and Salesforce generated receipts. In order to minimize issues in delivery of invoices and receipt of your email copy you should: Make the Reply To Email address with the...

    Last Updated: Dec 11, 2017 05:30PM EST
  • TSYS Merchant Support

    For customers who have Merchant accounts through TSYS, you should contact their support department directly when you have questions concerning: Billing Direct deposit TSYS bank statements Updating DBA name on credit card statemen...

    Last Updated: Dec 11, 2017 09:26AM EST
  • PCI Security and Browser Support

    All connections to Click & Pledge payment pages use a secure web connection as indicated by the "https" and/or Green Padlock in the address bar. There have been different communications configurations (Protocols) used over the years to ...

    Last Updated: Dec 11, 2017 06:17PM EST
  • Important Information Regarding iFrame Forms

    Every Click & Pledge payment form, whether it uses a standalone URL or is embedded into your website using an iframe code, is secured with the HTTPS protocol. We have always recommended as a best practice to place any iframed payment fo...

    Last Updated: Dec 05, 2017 06:34AM EST
  • Add Donation Page to Facebook

    Most Click & Pledge customers are active on Facebook. So it makes sense that as a nonprofit organization you would want to have a donation button that directs your donors to your Click & Pledge donation form. Below are the instructi...

    Last Updated: Dec 11, 2017 06:32PM EST
  • Edit IE10 Settings to Allow Secure Access

    All connections to Click & Pledge payment pages use a secure web connection as indicated by the "https" and/or Green Padlock in the address bar. There have been different protocols used over the years to create a secure connection. Unfo...

    Last Updated: Dec 11, 2017 05:49PM EST
  • What currencies can I accept payments in?

    We get this question often at Click & Pledge. But this question has different answers depending on the context. Let’s discuss 2 common situations and answer each question in context. Scenario 1 You are an organization that has offices...

    Last Updated: Dec 11, 2017 06:36PM EST
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