Connect: The New Way to Click & Pledge

Click & Pledge, the online donation tool for nonprofits that integrates with Salesforce, has really upped its game with a new platform called Connect. What Click & Pledge Does Well The functionality of Click & Pledge, both on the payment processing and on the Salesforce integration end, has always been superior. The money goes straight to your bank and the contact data goes right into your Salesforce— keeping everyone happy. Particularly helpful is the sophisticated logic Click & Pledge employs to prevent duplicates. For example, when Paul Baxter gives $100 to your organization every Christmas for five years, the logic recognizes that the single contact Paul Baxter gave a total of $500, rather than five separate Paul Baxter’s donating $100 each. What Click & Pledge Used to Do Less Well Click & Pledge generates its own payment forms and receipts, and the problem was that the documents it produced looked like relics from the 1990’s. The concern wasn’t only that documents were unattractive; many clients were concerned that the payment form looked so different from the surrounding website that people would hesitate to enter their credit card information. Pictured below: The old Click & Pledge payment form Now Click & Pledge offers attractive, editable forms that satisfy the needs of even the most discerning Development Director. Pictured below: The new Click & Pledge payment form template No More Portal If you’ve been using Click & Pledge for a while, you’ll be familiar with the Portal. Previously, one of the problems with Click & Pledge was that some of its functions were configured inside Salesforce, whereas other remained outside in...

Mastering Click and Pledge Memberships with Salesforce

In a prior blog post about “How to Handle Memberships in the Salesforce Nonprofit Starter Pack,” we shared how to manually enter memberships into Salesforce, but what do you do if you have online memberships? Click & Pledge (C&P) a popular online donation tool that integrates excellently with Salesforce, can handle all of your online membership needs.  Click & Pledge enables organizations to accept donations, sell merchandise and accept memberships all online. The Click & Pledge administrative portal views Salesforce an extension of its portal. The integration posts data in real time to your Salesforce account with over 70 reports and 10 dashboards. 501Partners is a Click & Pledge official partner, which allows us to waive the $20/month fee for our clients, as well as reduce the transaction rate and cost. In this blog post, we address some of the complexities of associating C&P online memberships with Salesforce. While this is a step-by-step explanation, it does assume familiarity with both C&P and Salesforce. How to integrate Click & Pledge with Salesforce Integrating Click & Pledge with Salesforce is standard, but some aspects may vary for each organization. For example, the type of opportunity record type created or how it looks up a contact in SF may differ. The Salesforce integration can be customized, based on an organization’s individual needs. Follow these steps for seamless Click & Pledge integration with your Salesforce instance. First, create a checkout page specific for memberships. We’re able to create a checkout page specific for memberships and control what Salesforce opportunity record type gets created when a payment is submitted through Click & Pledge. When we create the specific...

MapAnything: Using Geo-Analytics to Boost Your Donations

MapAnything is an incredibly powerful and robust geo-analytics tool available to Salesforce users. It’s a visual tool that is ideal for marketing and development, with clear applications for team and business management. While MapAnything wasn’t specifically designed for nonprofits, it’s a very translatable utility. We’re big fans, and we want to tell you why. The number one reason we love this app is because you can pair geographic mapping tools with your Salesforce data and create a map of where your constituents and organizations are, and where your donations are coming from. It will help you identify clusters of large gift prospects (or donors, even better!), or look at where the highest concentration of donors live. You can capitalize on this data by holding an appreciation or fundraising event in that area. MapAnything can also streamline marketing efforts with targeted communication filters, or guide your event planning by considering prospect saturation. Outside of the office, MapAnything might assist you with planning a  route to your business meetings, while view real time traffic patterns to maximize your travel time. Typical questions that MapAnything is able to answer, simply, by connecting with your Salesforce instance: Our Executive Director is going to be in Los Angeles for 3 days. Who are our donors in that area that she could possibly meet with? We want to invite every constituent  within a 50-mile radius of Boston to our special event. How many people are we inviting and who are they? Where would a central location be to hold a conference for our constituents? If we were to target 3 cities to visit, which ones...

Salesforce Tip: How to Enter Matching Grants

Many employers offer matching grants to supplement the donations made by their employees.  Your non-profit organization may want to track these grants separately and report on them to ensure that the original donor is getting proper credit for the full amount that he or she is responsible for.  Salesforce includes a method for distinguishing matching gifts from conventional ones. To create reports that will link the original donor and the organization that provides the matching gift we recommend putting a custom field on the Opportunity (Donation) object.  There are several ways to do this including look-up fields, but the easiest is to create a checkbox. Creating a Custom Checkbox Field 1. Open a blank Opportunity record and use the Force.com menu to insert a new field       2. Choose Checkbox under Choose Field Type and click Next     3. Give the Field a Name like “Matching Gift?”  Click Next     4. Click Next, Next, Save to place the checkbox on the Opportunity object   Entering Donations from Individuals We recommend entering donations from the record of the individual or company that provides them. 1. Open the Contact record: 2. Click New Contact Donation – Scroll down to the Donations section or hover the mouse over the Opportunities link     3. Make sure it says Donation and click Continue     4. Complete the following fields, as required:   5. Click Save Entering the Matching Grant (i.e. from an employer or other organization) 1. Click Donations and Select the Name of an existing donation (not the Contact or Household) 2. Click the “Matching Gift” button at the...