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Click & Pay (Salesforce): Settings - Third Party

Updated

Click & Pay Suite: Settings - Third Party Integration

Click & Pledge integrates with multiple third-party applications within Click & Pay Suite: Twilio, Bitly, Double the Donation, and SendGrid. Integration for Third Parties is set up in Click & Pledge CONNECT.

Refer to the CONNECT: Third Party Integration article: https://support.clickandpledge.com/s/article/connect-third-party-integration

Once integration is set up in CONNECT, Salesforce will be updated, and the Third-Party Integrations will appear in Click & Pay Settings > Third Party.

This article includes:

Add Third Party Integrations to CONNECT

  1. Go to login.connect.clickandpledge.com and login to your Click & Pledge Account
  2. Click on the Launcher (four white squares in upper right-hand corner).
  3. Click on Settings
  4. Click on 3rd Party Integrations
  5. Then select the application to activate
  6. Enter information required to complete setup. This information will vary from vendor to vendor.
  7. Click the Save button when all fields have been completed.
  8. Click on 3rd Party Integrations
  9. Click Salesforce Connection.  By clicking here, the system will update and verify adding the integration into Click & Pay.

Refer to the CONNECT: Third Party Integration article: https://support.clickandpledge.com/s/article/connect-third-party-integration

Twilio

Click & Pledge uses Twilio to send text messages from Contact view and to send automated messages using Autoresponder to predefined SMS requests.

Here are the instructions to add Twilio to CONNECT: CONNECT: Third Party Integration

 

Bitly

For those using Event Management, Bitly integration shortens the URL of the External Registration page so you can provide a short URL registration to your supporters.

Here are the instructions to add Bitly to CONNECT: CONNECT: Third Party Integration

 

Double the Donation

Click & Pledge and Double the Donation work together to bring an employer matching gift program to Click & Pledge CONNECT and Salesforce.

Through this implementation, forms designed through Click & Pledge's API and CONNECT platform will offer the employer identification field as part of the donation process. Transactions including the employer information will trigger a series of events in Salesforce that include creating an employer account and sending detailed matching gift program policies, forms, and contact information to patrons.

Here are the instructions to add Double the Donation to CONNECT: CONNECT: Third Party Integration


After Double the Donation has been added to CONNECT, perform the following steps in your Salesforce instance.

E‌DIT ACCOUNT LAYOUT

‌Click the App Launcher, begin typing Accounts in the quick find, click on Accounts.

CnPay-SF-Settings-3rdParty-rtaImage.png


Click Setup in the upper right corner and select Edit Object.

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Click Page Layouts in the menu on the left.

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Select Visualforce Pages.  
Click on C&P Matching Gift and drag it to the section where you want it to appear on the page.
Click the SAVE button.

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‌OPPORTUNITY STAGE
‌Transactions including a matching gift selection will create an opportunity for the employer's account. The opportunity amount will be the total basket amount for the entire transaction.
The matching gift opportunity stage may be set in the C&P Settings:
Go to Click & Pay (Salesforce): Settings > Opportunity.
Click on the STAGE tab,
Set the Stage for "Account Matching Gift"
The stage may be changed manually once the payment has been received.

‌THE PROCESS
‌Patron selects their employer.
Data posts to Salesforce.
Employer will be matched against existing account (if exists).
An opportunity with the same value will be assigned to the account.

‌TEMPORARY ACCOUNT
‌In case an employer is not found the employer will be placed in the Click & Pay (Salesforce): Vault > Temporary Accounts.
Employers are only matched against the "C&P Organization ID" field in the Accounts object.

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‌FLOWCHART
‌C&P Data posts
Search for Employer Organization ID
If Organization ID = true Create Opportunity with Organization ID
Stop
Else
Add Employer to C&P Temporary
Account
End If
Review C&P Temporary Account
If Employer Match found assign Employer to existing Account
If Employer Match not found create new Account
Create Opportunity with Organization ID
Stop

‌AUTORESPONDER: Design
‌The Employer name as well as the matching gift program details are available as Autoresponder annotations.
Autoresponder may be set up to be sent to the patron with detailed description, phone number, form links, etc.

‌SAMPLE DATA - Fields that may be added to Autoresponder.

  • ‌Form link
  • Guidelines
  • Corporate Contact
  • Matching Gift Program
  • Guidelines
  • Submission process & links
  • Deadlines


AUTORESPONDER:  Send when
‌To send instructions to the patron regarding the matching gift program create an Autoresponder and select the "Matching Gift" checkbox.

The designed email will be sent to the patron when the matching gift employer is part of the payment information.

 

SendGrid

Sendgrid is used for sending mass emails in Click & Pay's Dispatch

Here are the instructions to add Sendgrid to CONNECT: CONNECT: Third Party Integration
 


 

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