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click and pledge Archives - 501Partners LLC

Connect: The New Way to Click & Pledge

By | CRM & Salesforce, Donor Tracking and Management, Nonprofit Tech, Salesforce shortcuts and tips

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.

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Click & Pledge Update: Is Your Domain Secure?

By | 501Partners News, Nonprofit Resources, Salesforce shortcuts and tips

Click & Pledge, the online donation portal, has recently notified its users of a domain security update. Our clients asked us to advise them on how to respond to this. Fortunately, the solution is relatively straightforward.

Like Salesforce, Click and Pledge is aware that it is passing on extremely confidential information like credit card numbers, names, and emails. Their email is a demonstration of their commitment to following the latest protocols in ensuring that the information remains confidential.

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4 Reasons to love the new Click and Pledge Events App

By | Event Management, Operations and Development

As consultants, we have to maintain a critical view of technologies and tools. It is the best way to ensure that we can provide unbiased and highest quality recommendations to our clients, who, deserve no less. But when a technology is moving in the right direction, we owe its owner a tip of the hat and give credit where credit is due.

After sitting in on a demo of upcoming changes to the Click and Pledge Event Management App, I can definitely say that it is a prime example of a technology that is moving in the right direction. Here are 4 reasons why the new Click and Pledge Event Management App is going to be AWESOME!

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