Knowledge Base

Donor Management with Salesforce

  • 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: 9.180415xxxx 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: Jun 19, 2018 01:08PM EDT
  • Donor Management with Salesforce: C&P Settings - Default Autoresponder

    Version: 9.180415xxxx 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: Jun 19, 2018 12:51PM EDT
  • Donor Management with Salesforce: C&P Alias

    Version: 9.180415xxxx 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: Jun 28, 2018 10:06AM EDT
  • Donor Management with Salesforce: C&P Settings - Analytics

    Version: 9.180415xxxx 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: Jun 19, 2018 12:58PM EDT
  • Donor Management with Salesforce: C&P Invoice Settings

    Version: 9.180415xxxx 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: Jun 20, 2018 05:32AM EDT
  • Donor Management with Salesforce: C&P Invoice Policy

    Version: 9.180415xxxx 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: Jun 20, 2018 05:32AM EDT
  • Donor Management with Salesforce: Recurring Detailed Page

    Version: 9.180415xxxx 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: Jun 20, 2018 05:28AM EDT
  • Donor Management with Salesforce: Power of SKU

    Version: 9.180415xxxx 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: Jun 20, 2018 05:33AM EDT
  • Auctions for Salesforce and Click & Pledge

    Auctions for Salesforce CRM offers tools for managing information and tasks related to running fundraiser auctions. With the release of version 3.0 they have added credit card pre-authorization and processing using Click & Pledge. This ...

    Last Updated: Jan 17, 2018 07:54AM EST
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