Knowledge Base

Donor Management (Salesforce App)

  • Donor Management for Salesforce: Twilio

    Version: 9.171213xxxx In this article, there is a detailed explanation on three parameters which are interlinked. They are: Twilio Integration SMS Autoresponder and Sending SMS to a Contact 1) Twilio Integration Request URL ...

    Last Updated: Dec 19, 2017 04:44AM EST
  • Donor Management and NPSP

    Version: 9.171213xxxx Many nonprofits who use Salesforce opt to use both Click & Pledge’s Donor Management App (aka PaaS - Payment as a Service) and the Nonprofit Success Pack (NPSP) to manage their fundraising activities. You may use ...

    Last Updated: Dec 21, 2017 01:46PM EST
  • Donor Management for Salesforce: Processing the Temporary Account when Double the Donation Transaction is posted

    Prerequisite: Step i: Double the Donation should be integrated to Click & Pledge. How to integrate Double the Donation to Click & Pledge account:click here Step ii: Enable Account Matching Gift in Opportunity, so that an oppor...

    Last Updated: Jan 09, 2018 03:20AM EST
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