RallyBound | Salesforce Trailblazer Community

21 mai 2018, 16:37

Managing donor to participant relationships

We are new to Salesforce and we are integrated with the fundraising platform Rallybound. We would like to know what the best way is to automate tracking of donor to participant relationships. We know that people who donate to a friends campaign probably do not want to be solicited directly (and our donors don't want us soliciting their friends), but we also have our regular donors donating through the same platform. We'd appreciate any advice about how other organizations handle this problem.

@Fundraising@Nonprofit Success Pack

1 réponse

Lizzy Roberts (Salesforce.org)
22 mai 2018, 15:11
Looping in @Nonprofit App Advice and Reviews#RallyBound #Salesforce Integrations #Fundraising #Donors #Automation

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4 oct. 2016, 17:09

Classy or Rallybound or Crowdrise

We're seeking a peer to peer (P2P) fundraising solution and am wondering if anyone has done a comparison analysis regarding these three solutions.

I understand that it will really come down to what our requirements are and how each solution fulfills those, but just to get started it would be helpful to get some sense as to the pros and cons of each.

Also, is there any other worthy P2P solution that should also be considered?

@Fundraising

@Classy for Salesforce

@Causes: Faith-Based

@Foundations / Philanthropy (ARCHIVED)

@Causeview

@Cloud for Good

@Heller Consulting

#Classy #Classy Salesforce Integration #RallyBound #Crowdrise

6 réponses

Brooke Ostrom (Meals on Wheels Central Texas)
13 oct. 2016, 17:52
We use Classy and really love it. It's easy to learn with a nice page layout and drag and drop functionality when you're creating campaigns! The new Fundraising Suite allows for a lot more customization, too. In addition, their support team is always quick to respond and great to work with. We tried a peer-to-peer campaign this summer and we received feedback that it was easy for our volunteers to create and share their campaigns. I've found that their blogs and webinars are also great resources - especially for me since I'm pretty new to all of this!

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8 mai 2014, 23:14

Hi, I'm a new salesforce admin for a new nonprofit, and we're looking at setting up crowdfunding webpage for projects. We want have donors be able to donate to specific projects on our webpage, have the information go into salesforce, and then have the funding information go back to our webpage to display percent funded etc. Does anyone have experience with this type of setup? I'm having trouble finding anything in the app exchange that seems to fit with this.

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Tal Frankfurt (Cloud for Good)
9 mai 2014, 00:55
Hi Emily, we wrote a Peer to Peer eBook to review @Click & Pledge @Classy for Salesforce #RallyBound and #Fundly . You can download it here: http://cloud4good.com/announcements/salesforce-peer-peer-fundraising-e-book/

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6 janv. 2014, 22:01

@Cloud for Good just released a FREE Salesforce Peer to Peer Fundraising E-Book. The E-Book includes a review of @Click & Pledge @Classy for Salesforce #Fundly and #RallyBound. Use the link below to download the resource.

Salesforce Peer-to-Peer Fundraising E-Book