Knowledge Base

Donor Management with Salesforce

  • Donor Management with Salesforce: C&P Settings - Notifications for Temporary Contact Creation

    Version: 9.190519xxxx When a transaction with a unique name and email is made, then that contact will store in the Temporary Contact. Under C&P Settings > Notifications, you can set the system up to send a notice or create a task wh...

    Last Updated: May 22, 2019 02:21AM EDT
  • Donor Management with Salesforce: Record Types

    With Click & Pledge’s Payment Processing System App on Salesforce you can use the ‘C&P Settings’ tab to dynamically assign Record Types to Contacts, Opportunities and Products. Record types help to categorize these objects by assign...

    Last Updated: Jun 20, 2018 05:22AM EDT
  • Donor Management with Salesforce: Upgrading from NPSP 2 to NPSP 3- Deprecated Fields

    The NPSP 3.0 was a major upgrade to the NPSP 2.x package, one of the largest changes being the introduction of the Household Account Model. While the Click & Pledge application is fully compatible with NPSP 3.0, NPSP 3.0 has a number of...

    Last Updated: Jun 20, 2018 05:24AM EDT
  • Donor Management with Salesforce: Connections, Relationships and Soft Credits

    Version: 9.190519xxxx Connections offer a comprehensive method for assigning soft-credits to family members, co-workers, etc. for qualifying transactions. Transactions may be defined using SKU and for each type of SKU a different soft-c...

    Last Updated: May 22, 2019 02:21AM EDT
  • Donor Management with Salesforce: Double the Donation

    Version: 9.190519xxxx 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 Click &...

    Last Updated: May 22, 2019 02:30AM EDT
  • Donor Management with Salesforce: Campaign Lift

    Version: 9.190519xxxx The Lift Campaign uses a proprietary algorithm to adjust the Connect payment forms & widgets based on the patron's prior payment history. With optional integration with Predictive Response the entire process may ...

    Last Updated: May 22, 2019 02:20AM EDT
  • Donor Management with Salesforce: Issue Credit

    Version: 9.190519xxxx Credit card 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. Cre...

    Last Updated: May 22, 2019 02:32AM EDT
  • Donor Management with Salesforce: Process Similar Transaction

    Version: 9.190519xxxx A transaction may be duplicated with all items included as a new transaction. The feature may be used when partial payment need to be issued. Since only complete refunds may be made, the transaction may be refunded i...

    Last Updated: May 22, 2019 02:33AM EDT
  • Delete the legacy tab - C&P Temporary Contact

    When the “Click & Pledge Payment as a Service” application is updated from V9.1014 (or prior) to V9.2030, you will find two C&P Temporary Contacts in the “All Tabs” screen. NOTE: This is not for new customers who are directly insta...

    Last Updated: Dec 16, 2015 03:28AM EST
  • Donor Management with Salesforce: C&P Settings - Third Party Integration

    Version: 9.190519xxxx 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: May 22, 2019 02:20AM EDT
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