Knowledge Base

Connect

  • Connect: An Overview and Quick Tour

    Connect is the administration portal for Click & Pledge customers allowing customers the ability to manage their account and fundraise all in one place. Login and Navigation Features of Connect Account Management: ...

    Last Updated: Dec 11, 2017 08:35AM EST
  • Connect: How to Login

    Cyber security has always been Click & Pledge’s top priority. To ensure our customers’ accounts are safe from password theft we have implemented safety features including the use of ReCAPTCHA, disposable codes and 2-factor verification....

    Last Updated: Dec 11, 2017 08:45AM EST
  • Connect: Manage Users

    With Click & Pledge you can add an unlimited number of Users with login capabilities to your account at no additional charge. Permission Levels Account Administrators will have editing rights to all account areas. If you would like U...

    Last Updated: Dec 07, 2017 01:08PM EST
  • Connect: Campaigns & Payment Forms

    Any transaction that occurs through Click & Pledge's Connect platform will be applied to a specific campaign. Campaigns allow the organization to track their fundraising success. Every Click & Pledge customer will have one default c...

    Last Updated: Feb 02, 2018 02:13PM EST
  • Connect: Reports

    With Click & Pledge you may run template reports, create custom reports, and download reports anytime you wish into an easy-to-use Excel compatible CSV (comma separated value) file. Pre-built reports are available on your account and ...

    Last Updated: Dec 11, 2017 07:11PM EST
  • Connect: Receipts

    By default, anytime a successful transaction occurs a 'System Default' receipt is emailed out to the patron and to the organization’s email address provided during the account sign-up process. If you wish to customize your organization’s re...

    Last Updated: Feb 15, 2018 12:03PM EST
  • Connect: Manual Transactions (Virtual Terminal)

    Virtual Terminal is a tool for manually processing transactions. This allows organizations to process transactions right within the Click & Pledge Connect. For example, when a Patron calls your organization on the phone to make a dona...

    Last Updated: Dec 19, 2017 01:29PM EST
  • Connect: Fundraisers

    Fundraisers' section gives the organization the ability to view and edit the details of their fundraisers. Below are the slideshows which explain about the options available for fundraisers page and fundraisers settings page. Fundraisers:...

    Last Updated: Jun 28, 2017 06:47AM EDT
  • Connect: Publish & Post

    The Connect Platform's Publish and Post feature allows you to insert your peer to peer fundraising platform anywhere you wish. Create an unlimited number of Connect sites. Once you have created a site use the iframe code to insert your orga...

    Last Updated: Jun 28, 2017 06:48AM EDT
  • Connect: Third Party Integration

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

    Last Updated: Dec 15, 2017 09:57AM EST
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