Knowledge Base

Connect: Third Party Integration

Click & Pledge offers multiple integration options to help customers maximize their efficiency and fundraising potential, including Salesforce, Bitly, several e-newsletter providers, and Double the Donation- a matching gift policy service.

This article focuses on integrations that operate through Click&Pledge Connect payment forms. Other Click & Pledge integrations exist in our other products or interact directly with the API, such as WooCommerce and Gravity Forms.

Integrations

  1. Salesforce
  2. Bitly
  3. eNewsletter Providers
  4. Double the Donation
 

Salesforce

 
 

Bitly

Integrating with your organization's Bitly account is an easy way to shorten or customize the URLs for your Connect forms, and it's free!



eNewsletter Providers

Once you have added eNewsletter integration to your account you can then add it to any campaigns as well as the API platform. The integration allows your patrons to add themselves to your eNewsletter list(s) during the checkout process. Once a patron has opted-in to an eNewsletter list, then their contact information will automatically transfer to your organization's eNewsletter account.
Providers:

Double the Donation

Click & Pledge and Double the Donation have worked together to bring a comprehensive employer matching gift program to Click & Pledge customers.  Through this implementation, forms designed through Click & Pledge's API and Connect platform will offer the employer identification field as part of the donation process. Matching Gift data is captured and available for customers through reports.
As a Click & Pledge customer you are also eligible for a special offer from Double the Donation. To learn more visit: https://doublethedonation.com/clickandpledge-integration-guide/

To sign up for Double the Donation and start incorporating matching gifts into Click & Pledge visit: 
https://doublethedonation.com/clickandpledge/.

View the following slides for Instructions to Sign up and access API Key needed for integration:
 


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