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...

5 Things We Love About the SalesforceIQ for Sales Cloud App

Last month, Salesforce announced the launch of SalesforceIQ for Sales Cloud app (Chrome extension for Gmail, iOS and Android Apps). We’ve test driven the Chrome extension and love what we’ve seen. If your organization uses GMail, here are five huge benefits to installing the app. 1. Easily Create a Lead or Contact Right From Your Gmail Account The app uses email addresses as a unique identifier to check if the individual exists as a contact or a lead in your organization’s Salesforce instance. If the record exists, you will be able to see the details directly in Gmail. The most impressive feature of the app, however, is the ease with which it allows you to create individual records in Salesforce. Two clicks of your mouse and the individual’s contact details can be instantly saved as a contact or a lead record. 2. Never Forget to Attach Important Emails to Salesforce Contacts Again Have you ever forgotten to attach an important email to the individual’s contact record in Salesforce? I have! Often times this leads to frantic scouring through my inbox when a colleague asks about a correspondence with a particular individual. With the new SalesforceIQ app, a pop-up appears after any email is sent asking you if you want to attach it to a record in Salesforce. No more having to use BCC to Salesforce or forgetting to attach your important emails to Salesforce records! And if you find this feature annoying, you can easily turn it off by unchecking a setting in the app. 3. Read Receipts The app also gives you instant pop-up notifications anytime a recipient of your email opens the...

Salesforce Tip: Email Many Contacts at Once

Have you ever looked at a list of Salesforce contacts and wished you could email some of them without having to create a campaign or a special view?  Have you ever been frustrated that the NPSP’s Affiliated Contacts structure removes the one useful part of Salesforce emailing (the ability to find other contacts with the same Account)?  Do you often need to email all Contacts affiliated with an Account? One of the enduring mysteries of Salesforce is why it isn’t easier to email groups of people.  Salesforce is, after all, a constituent relationship management tool, and for good or ill email is still our go-to for communications.  The short version of the story is that Salesforce isn’t a mass mailer, which has to comply with anti-spam laws and deal with resource constraints. But there are lots of things you can do to email more easily from Salesforce, including some good old fashioned button hacking to make life easier. In this post, we’ll take you step-by-step through adding an “Email Selected Contacts” button to your Contact views, and adding the same button to your Affiliated Contacts related list if you’re using the Nonprofit Starter Pack (NPSP). This post owes a huge debt to a couple of Google Group posts with particular thanks to Jon LaRosa for providing the bulk of the JavaScript required.  We’ve made some little tweaks to send you directly to Salesforce’s emailer, and restrict the number of people you can email at any one time.  Important note: this button has a restriction of 50 contacts selected!  There’s a limit to how many characters you can send to the emailer...

Working with Federal Poverty Guidelines in Salesforce (part 1 of 2)

Many nonprofits, particularly human-services focused nonprofits, have to incorporate federal poverty guidance information into their program management and reporting.  This can be a bit of a pain to do, so we’ve put together a tiny Salesforce package to provide a helping hand! This requires the Nonprofit Starter Pack Version 3, using the Household Account Model.  The fields that we add are on the Account object, and we are assuming that a family unit is reflected in Salesforce as one data item in the Account record for the “household” and multiple contacts attached to that Account.  This will not work with the 1:1 or bucket model, but the videos in this series will show you how to build it yourself (stay tuned for part 2!).  Take a look at the overview video for full details. Nonprofit Starter Pack version 3 with the Household Account model: Salesforce Installation Package, which will add 3 new fields to your Account object, and will add a Custom Setting to contain the Federal Poverty guidance (available on the AppExchange) A spreadsheet (as a CSV) for upload to the Custom Settings, to populate the current guidance data. Download the CSV here: 2017FederalPovertyGuidance Note that you must download the spreadsheet and follow the post-install instructions to finish setup!   Video Tutorials: An Overview of what the package contains, and what it does Installation and Post-Installation instructions Advanced: A technical overview of all of the pieces (Part 2) Advanced: How to set up your own (Part 2)   Overview Installation and Setup   Installation Instructions: We highly recommend that you watch the installation video.  While we would love to provide support...

Mastering MailChimp with Salesforce

A few weeks ago, we showed you some simple steps about integrating Campaign Monitor with your Salesforce instance. Today, we’ve got the same information about MailChimp, another mass emailer that integrates nicely with Salesforce. So, without further adieu, here’s how to sync the two services into one well-oiled machine… *Backup/Export MailChimp data before starting the integration!* Integration in MailChimp Documentation (1, 2) What you can do with the integration: Allows mass importing contacts from Salesforce into MailChimp. Set up integration in MailChimp by clicking Account > Integrations > Salesforce > Login. Once you’ve connected your MailChimp account to Salesforce, MailChimp will automagically add in tracking options in the campaign builder to help you keep track of subscriber activity in your Salesforce account. You’ll be able to monitor these stats under the Notes & Attachments section in Salesforce. At this time, MailChimp cannot pass new subscribers added directly in your MailChimp account back to your Salesforce account. MailChimp will only be able to pass back subscriber reports. MailChimp for Salesforce App Documentation (1, 2) What you can do with the app: Upload email addresses to MailChimp from lead and contact list views. Create, run, and schedule custom queries to populate mailing lists with Leads, Contacts and Campaign Members. See Subscriber detail and full activity by clicking the View More links. You can individually manage subscriber preferences from Contact and Lead page layouts. You can see MailChimp Campaign details. If you turned Lead creation on, new MailChimp Subscribers will become new Salesforce Leads. You can report on it, because the data is now in Salesforce: All Recent Activity By Campaign (Default) Recent Opens by List (Default) Recent Unsubscribes by List...

Nonprofit Fundraising Ideas: Harnessing Social Media With Salesforce

A study by SurveyMonkey made headlines last week when it revealed that social media users are far more generous than we might think. The survey, which polled around 1,000 adult users who identified their social media habits as ‘regular,’ yielded some very useful insights for nonprofits, including which social networks are the most effective for implementing fundraising ideas. In particular, LinkedIn users were found to be the most charitable, having given, on average, more than $100 and more than ten hours to various causes in the past year. What’s interesting, though, is that less than 1% of these same users find LinkedIn to be useful for finding out about charitable causes and events. When it comes to brainstorming fundraising ideas for your nonprofit, don’t underestimate the power of social media; further, don’t neglect to research which networks will work the best for your campaign. Though these tasks can seem daunting, they’re important, and Salesforce understands that. Here are a few handy ways to harness social media with Salesforce and to really propel your online fundraising.  The Salesforce Marketing Cloud. Salesforce has assembled a truly comprehensive system with their Marketing Cloud. With the right setup, the cloud has the ability to automate your social media posts, reach out to specific and exact audiences, market your product on Twitter, and much more. It is a well known fact that nonprofits are some of the busiest organizations in the world. The design of the Marketing Cloud helps you see everything – including analytics and engagements – in one place, exactly when you need to, so that you’re not wasting time trying to find the...