Knowledge Base

Donor Management with Salesforce

  • Donor Management with Salesforce: C&P Settings - Third Party Integration

    Version: 9.180816xxxx Click & Pledge integrates with multiple third-party apps like Twilio, GoToWebinar, Bit.ly and Double the Donation. To integrate any third-party app, go to C&P Settings > Third Party > New. Twilio: Cli...

    Last Updated: Aug 28, 2018 05:11AM EDT
  • Donor Management with Salesforce: C&P Settings - Default Autoresponder

    Version: 9.180816xxxx When a transaction is processed, Autoresponder automatically fires the Email/SMS to the default Email-id/Contact number. Autoresponder only fires when the conditions are satisfied. Step 1: Select Defaults from the ...

    Last Updated: Aug 28, 2018 05:12AM EDT
  • Donor Management with Salesforce: C&P Alias

    Version: 9.180816xxxx Prerequisite: C&P Contact Alias will be created only when the Match Fields (C&P Settings > Contacts & Accounts > Match Fields) are matched and, at least, one field information is different compare t...

    Last Updated: Aug 28, 2018 05:12AM EDT
  • Donor Management with Salesforce: C&P Settings - Analytics

    Version: 9.180816xxxx Step 1: Click on Analytics in C&P Settings. Step 2: Enable the patron rank so that automatic calculation will starts on 3:00 a.m daily based upon the opportunity SKU Condition. If Patron Rank is disabled, then ...

    Last Updated: Aug 28, 2018 05:13AM EDT
  • Donor Management with Salesforce: C&P Invoice Settings

    Version: 9.180816xxxx Invoicing provides a complete solution for organizations to issue, email, and accepts payments for invoices. To set up an Invoice, Invoice Setting is the primary step. 1.Site URL: Get the site URL by clicking on G...

    Last Updated: Aug 28, 2018 05:13AM EDT
  • Donor Management with Salesforce: C&P Invoice Policy

    Version: 9.180816xxxx Invoicing provides a complete solution for organizations to issue, email, and accepts payments for invoices. Invoices may be setup with various invoice policies with due dates, late fees, and discount schedules. Payme...

    Last Updated: Aug 28, 2018 05:14AM EDT
  • Donor Management with Salesforce: Recurring Detailed Page

    Version: 9.180816xxxx Recurring transactions may be updated with new information to be reflected in the future occurrences. The following actions may be taken on a recurring transaction: Edit Field Set Cancel Recurring Edit ...

    Last Updated: Aug 28, 2018 05:14AM EDT
  • Donor Management with Salesforce: Power of SKU

    Version: 9.180816xxxx A SKU (Stock-Keeping Unit) is a unique identifier for each item that can be purchased. Attaching SKUs to items allows organizations to track inventory easily and search for items based on a SKU. This will be helpful t...

    Last Updated: Aug 28, 2018 05:15AM EDT
  • Donor Management with Salesforce: Report Batch Entry

    Version: 9.180816xxxx Introduction: In C&P Virtual Terminal tab, a user can do single or multiple transactions. While processing multiple transactions, the user can select either Batch upload or Report Batch upload in Processing Type ...

    Last Updated: Aug 28, 2018 05:16AM EDT
  • Donor Management with Salesforce: Single Transaction

    Version: 9.180816xxxx The virtual terminal is a complete PCI compliant [See certification] and certified payment processing system. Patrons' credit card and eChecks may be processed through the terminal within any Salesforce user's accoun...

    Last Updated: Aug 28, 2018 05:16AM EDT
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