#Click And Pledge0 diskutieren mit

I already know about #Give Lively and #Click And Pledge and DIY forms with #FormAssembly but what else is being loved these days?  

Talk to me Hubbers!

ticketing

tables

sponsors

donations

I am struggling with the creation of two opportunities in Salesforce when a donor makes a gift and opts to pay the processing fee as well. We also see this behavior when someone purchases tickets for an event.  

I understand that this is by design.   However, this functionality makes acknowledgements more difficult and throws off overall numbers like Number of Donations, largest amount/smallest amount, and average amount.    

Has anyone created a work around (flow?) to combine those two opportunities into one.  Or perhaps there will be an option to select combining the amounts in a future release? 

Thank you

We invite you to join us Monday when Click & Pledge joins Double the Donation to discuss “Corporate Philanthropy and How it Can Benefit Your Organization.” It’s this coming Monday, October 17th at 1pm Eastern.  https://app.livestorm.co/double-the-donation-events/corporate-philanthropy-for-your-organization

I am working with a customer that wants to have credit card donations run on the 1, 15, and 30 of the month.  I currently have an oppty creating for pre-auth and when the card is charged.  Right now I have pre-auth oppty set so the stage is pre-auth and the oppty is open.   This means that is someone also chooses to cover the fees, I have 4 oppty creating for 1 donation.  

My ideal situation would be that when the charge is completed, the open pre-auth oppty gets updated to closed won and the amount and close date is updated.  If someone chooses to cover the additional fees, I would like for the additional fee to be a second payment under the main donation oppty. #Click And Pledge #NPSP

This is the email I keep getting about 20 times a day:

Apex script unhandled exception by user/organization: 005i0000000Wn53/00Di0000000H8fk

Failed to process batch for class 'CnP_PaaS.Maintenance_TemporaryContact' for job id '7071Y00007zg3ZP'

caused by: System.LimitException: Apex CPU time limit exceeded

External entry point

External entry point

(npsp)

@Fundraising

@Nonprofit Success Pack

@System Administrators

@Getting Started with Salesforce

@Automation and Workflow (ARCHIVED)

@Data Quality & Management

I have the order correct on the back end, but when I view the live version, they are all mixed up.

Hi All, 

We recently switched from using Click and Pledge with Salesforce to Classy with Salesforce for our donation pages/fundraising. If I uninstall Click and Pledge from Salesforce to free up some space and get rid of unnecessary reports, etc, will it delete all of the transaction data and opportunities created through Click and Pledge? Or is there a better way to remove Click and Pledge items from all drop down lists, record types, report options, etc. without uninstalling? 

@Click & Pledge @Classy for Salesforce #Appexchange #Donation Record #Uninstalled Packages #NPSP #Fundraising #Click And Pledge @System Administrators @Nonprofit Salesforce Developers 

Hi All, 

We recently switched from using Click and Pledge with Salesforce to Classy with Salesforce for our donation pages/fundraising. If I uninstall Click and Pledge from Salesforce to free up some space and get rid of unnecessary reports, etc, will it delete all of the transaction data and opportunities created through Click and Pledge? Or is there a better way to remove Click and Pledge items from all drop down lists, record types, report options, etc. without uninstalling? 

@Click & Pledge @Classy for Salesforce #Appexchange #Donation Record #Uninstalled Packages #NPSP #Fundraising #Click And Pledge @System Administrators @Nonprofit Salesforce Developers 

Articulating the exact parameters is always the hardest it seems! I want to be able to answer these questions for each CY:

* XX% of our donors gave $1,000 and up

* XX% of our donors gave $250-999

* XX% of our donors gave <$250

Then I want to be able to report that the above categories each generated XX% of our donor revenues. For example: "14% of our donors gave $1,000 and up, and this represents 89% of that year's donor revenues."

I've been playing around in matrix builder and can use the excuse that I'm short of caffeine today...but honestly I just don't know how to do this and I really want to learn. Help?

Hello -- hoping someone using Click & Pledge might offer guidance on how they handle online pledge payments that need to be applied to existing pledges? Can you convert an opportunity to an existing payment -- migrating data in fields to preserve them? For example, we had a payment to an existing pledge of $500 come in from a C&P form as an opportunity. We want to convert it to a payment, keeping the pay method and C&P data to track that it was an online transaction. I only know how to do this manually, which works for one time, but I'm more interested in others' resolutions for workflow and automation around online pledge payments to existing pledges using C&P.