Here's the User story - if any Partners have built something like this - would love to show it in a future Partner Hours / Apsona Hours: As a: Event Manager/ Fundraiser: I want to: Deliver a clickable HTML link to my payment processing page (Paypal/@Soapbox Engage App, @Classy for Salesforce, @Click & Pledge, etc) via an Email / PDF to my prospective list of Event Sponsors or Campaign Sponsors So that I can: drive sponsorship revenue / specific invitations to my prospects I'll know this works when: I can run an #Apsona report, click mail/merge, and deliver an Email or attached PDF inviting a list of Leads/Contacts to click a link, pay via my online payments page, and see those Opportunities created in Salesforce. Any takers?
Hi @Clare Durst - this is exactly what I'm talking about. You've connected the dots here - combining your use of #Salesforce as a Hub and using both @Click & Pledge and @Apsona for Salesforce to reduce hours and overhead. Would you be up for doing a "Show and Share" of how this works with a test donor / test transaction for our customers in Apsona Hours?
