CONNECT: Integrations

The SendGrid Integration can be used in CONNECT and/or Click & Pay Suite in Salesforce. To use this integration, you’ll need a SendGrid account. You can try SendGrid for free, but you’ll need at least the Marketing Campaigns Basic Plan to create and manage contact lists.

In CONNECT, the integration lets you add a section to your donation forms where donors can choose to join your email list. You can show the option to join multiple lists - for example, Donors and Volunteers.

In Salesforce, the SendGrid Integration works through Click & Pay Suite’s Dispatch feature. Use it to create templates and conditions so emails are sent automatically to your Salesforce Contacts.

The basic setup is the same for CONNECT and Click & Pay Suite: first, create an API Key in SendGrid and connect your SendGrid account to your Click & Pledge account. After that, this article will continue with instructions for using SendGrid in CONNECT. For Click & Pay Dispatch instructions, see Click & Pay (Salesforce): Dispatch - Email - Mass Email.

Create an API Key in SendGrid 

1. Log in to your SendGrid account.
2. In the menu on the left, select Settings.
3. Select API Keys.
4. Click Create API Key.
5. Enter a name for the API Key.
6. Set the API Key Permissions to Full Access.
   • 
   • For details on permissions, see Manage SendGrid API Keys | SendGrid Documentation
7. Click Create & View at the bottom of the page.
8. Copy the API Key to your clipboard.
   • You will see "Copied!" appear by the key.
   • Click Done when finished.
   • Important: For security, SendGrid does not display the API Key again. Save it somewhere safe.

 Connect your SendGrid account to your Click & Pledge Account

1. Log in to CONNECT.
2. Click the Launcher (four white squares in the upper right corner).
3. Select Settings.
4. In the menu on the left, click 3rd Party Integrations.
5. Click SendGrid.
6. Paste the API Key you copied from SendGrid.
7. Enter the name of your Contact List(s) in the e-Newsletter field.
   • Note: Use the Contact List from the Marketing "New" section in SendGrid.
8. Click Submit.

For more information on the integration in Salesforce, please see the following article: Click & Pay (Salesforce): Dispatch - Email - Mass Email

Enable SendGrid for your CONNECT Campaigns

1. In CONNECT, click the Launcher (four white squares in the upper right corner).
2. Select Fundraising.
3. In the menu on the left, select Campaigns.
4. Find the Campaign you want to add SendGrid to, then click the edit (pencil) icon.
5. In the Campaign, select Campaign Details.
6. Click Third Party Integration.
7. Under Activated, check the box for SendGrid.
8. Click Update.

Result

The option to be added to the mailing list will appear at the bottom of your donation form. In the form builder, you can customize the text that appears above the checkbox. For example you can have the text: “Would you like to sign up for our mailing list?”  This mailing list section can be moved in the form builder by clicking and dragging.

Double the Donation

Click & Pledge and Double the Donation have worked together to bring a comprehensive employer matching gift program to Click & Pledge customers.  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. Matching Gift data is captured and available for customers through reports. 

You may contact Double the Donation to learn more about the integration with Click & Pledge.

Double the Donation - Get Your API Public Key

‌You will need your API Public Key located in your Double the Donation account to integrate with Click & Pledge. 
The API Public Key allows Click & Pledge to communicate with your Double the Donation account. 
To locate the API Public Key:1. Login to your Double the Donation 360MatchPro account.

• Log in to your Double the Donation account.

• Go to Settings → API Keys.

• Copy your public key.

‌Integrate Double the Donation with Click & Pledge 

• Log into CONNECT at login.connect.clickandpledge.com.
• Go to Launcher > Settings > Integrations > Double the Donation.
• Check the box to enable Double the Donation.
• ‌Add your Double the Donation 'API Public Key' and click Submit.

Enable Double the Donation for a CONNECT Campaign

‌Once you have added Double the Donation as a 3rd party, you may enable it for any of your Campaigns.

• Go to Launcher > Fundraising > Campaigns & Forms.

• Edit the Campaign you are adding Double the Donation to.
• Go to Payment Settings > Integrations.
• Check the box for Double the Donation and click Update.

Tracking Analytics

Overview

Analytics through 3rd party providers like to track visitor behavior on your webpages/forms. 

Google Analytics works across your forms and connect.clickandpledge.com webpages.

Because Meta Pixel tracks page views and visits on your website, it can only be used with the custom domain option with Peer-to-Peer Site .

To navigate to Tracking Analytics go to Launcher > Settings > Integrations > Tracking Analytics

Google Analytics

By adding Google Analytics 4 or Google Tag Manager you can track behavior within your CONNECT platform. Google Analytics and Tags works across your forms and connect.clickandpledge.com webpages.

For a greater understanding of Google Analytics, Google offers an Analytics Academy: https://analytics.google.com/analytics/academy/

Click the Enable Tracking Analytics checkbox.

Use the radio buttons to select Google Tag Manager or Google Analytic 4.

For Google Tag Manager, Enter the Google Tag Manager ID. Click

For Google Analytics 4, sign in to your Google account and complete the required information under Forms/Widgets or Sites in CONNECT.

Click  SUBMIT button to Save.

When updated you will see the message Third Party updated successfully.

Meta Pixels

Meta Pixels is used to track your visitor’s behavior. It can only be used with the custom domain option with Peer-to-Peer Site. To use this feature you need to have created a Meta Pixel. If you need to create one, follow the instruction to set up a Meta Pixel as detailed on this Facebook Article.

Once you have created the Meta Pixel you:

1. Go to your Facebook Events Manager.
2. In Events Manager Overview, you will see an ID number listed under the title of your Meta Pixel. You can scroll over the number next to the ID and copy it.

3. In CONNECT under Launcher > Settings >Integrations > Tracking Analytics:

• Click the Enable Meta Pixel box 
• Paste the Pixel ID number
• Click Submit button.

When updated you will see the message Third Party updated successfully.
  

Twilio

Integrate CONNECT with a Twilio account to offer 'Text-to-Give' SMSgiving campaigns, send SMS messages with Shoutout and use SMS with Click & Pay Suite.

1. Visit twilio.org to create a Twilio account.  For more information on creating a Twilio account see  CONNECT: SMSgiving for more information
2. During account creation copy the Project Name, Phone Number, Account Sid and Auth Token.  You will need these to integrate with CONNECT.
3. Once your account setup is complete login to your CONNECT account (login.connect.clickandpledge.com).
4. Go to Launcher > Settings > Integrations
5. Click Twilio SMS
6. Click the "ADD NES" button.
7. Check the "Enable Twilio" check box and enter the information you copied and saved in step 2.
8. Submit

You are now ready to go to Launcher > Fundraising > SMSGiving and setup your SMSgiving form and ask.

Zapier

Click & Pledge integrates with Zapier, opening up a no-code way to push your donation data into accounting software like QuickBooks — and thousands of other apps. To set up the connection, Zapier needs an API key from your Click & Pledge account. This article walks you through generating that key so you can paste it into Zapier and start building your first Zap.

Navigation

To navigate to the Zapier Integration

1. Click on Launcher (icon with four squares on top right) 
2. Settings 
3. Integrations
4. Zapier

Generate Zapier Key

5. Check Enable 
6. Click button to generate a new key 
7. Submit

Copy the key. Locate Click & Pledge in Zapier and, when prompted, add the key. 

Zoom

Click & Pledge's integration with Zoom provides two ways to offer your patrons the ability to give to your organization.  

1. Givent, Click & Pledge’s propriety virtual fundraising app that allows your sponsors and supporters to turn any event on Zoom or Microsoft Teams into a fundraising event for you, introducing your cause to their network: classes, webinars, company meetings, school events and more. See the Givent knowledge base article for details.

2. Prepaid Meetings or Webinars. Click & Pledge's integration with Zoom allows you to use Click & Pledge's CONNECT payment forms to accept payments and automatically register patrons for your Zoom meeting and webinars. This allows your Zoom events to become fundraising events for your organization. Instructions for using Zoom integration to accept payment for meeting/webinar registration is given below. Note: Zoom registration is not supported for transactions processed using Custom Payments. Only Credit Card, APM (Alternate Payment Method), and Bank Transfer payment types trigger Zoom registration. 

The instructions below are only for the Prepaid Meetings or Webinars, not for Givent. For Givent instructions, click here for Givent knowledge base article.

Integration Requirements

1. This integration requires use of Zoom's API which is available with their paid account offerings. Refer to Zooms pricing page: https://zoom.us/pricing. 

2. ‌To install Zoom within your Click & Pledge account you need to be an Admin user on the Zoom account.
    

Add Zoom Integration

• Log into CONNECT at login.connect.clickandpledge.com.
• Go to Launcher > Settings > Integrations > Zoom.
• ‌Click on Click to CONNECT button.
• ‌You will be directed to Zoom Sign In screen. Login with your Zoom account information.
• ‌You may be requested to pre-approve connection.  If asked, click the Pre-approve button.
• Click the Authorize button.
• In CONNECT ‌you will see the Connection Status changed to Connected. Integration is complete.
   

Create Zoom Meeting or Webinar for Integration

‌‌With any integration developers have to figure a way for 2 software systems to "talk" to each other. The way this particular integration works is that all information flows from Click & Pledge to Zoom. This means special care needs to be taken when creating a Zoom Meeting or Webinar. 

When creating your Zoom Meeting or Webinar, you must:

1. Login to Zoom website to create the Meeting/Webinar. The Zoom App does not have registration options.

2. Set Registration to "Required."

3. Set Approval to "Automatically Approve."
   ‌
   Note:  Since the Click & Pledge CONNECT form will be used as the registration form, do not add Questions or Custom Questions to Zoom.  Add your questions Click & Pledge payment form. 
   ‌
   Use the Click & Pledge CONNECT form for payments, then registration is automatic. Zoom is only used to set up the meeting/webinar. The Zoom registration form is not used.
    

‌Automated Email Registrations from Zoom

‌With meetings and webinars, Zoom's Confirmation Email is defaulted to be sent to registrants upon registration. As long as this setting has not been disabled, the Zoom email will be sent. This feature is within the Zoom Meeting or Webinar's Email Settings.
 

‌Zoom Links For Registrants

Along with the automated registration emails from Zoom, you may also opt to send links using the following:

• By the Click & Pledge receipt when the Zoom Details element is added.
• For Salesforce users who use Click & Pledge's app for Salesforce, Click & Pay Suite there is a field in Autoresponder Designer that may be added to Email Autoresponder. More information on these options is in the next section.

Login to Zoom to obtain Host links and to email Panelist links.
 

Add Zoom Meeting or Webinar to Campaign

Go to Launcher > Fundraising > Campaigns & Forms and create your CONNECT Campaign with the form to be used for registration.  The following areas are specific to setting up the Campaign to use with Zoom.

• Once you choose the Campaign Name, click Campaign Details > Payment Settings > Integrations:

  • Check the box for Zoom Meeting.

  • Select the radio button for the Zoom meeting this Campaign will be used with.

  • Click Update.
    
    ‌Note: The Zoom Event's Start Time will be based on the time zone selected within your Click & Pledge Account Settings.

• ‌If you would like to add questions to the payment form, which also serves as the registration form, go to Campaign Details > Payment Settings > Custom Questions. 
  
  Best Practice:  do not use Checkbox for the answer type. The ‌Checkbox format allows multiple answers to be selected. If you use a Checkbox answer type and more than one box is selected, only the last selected answer will show in Zoom reports.
  
  For more information on creating custom questions refer to the Campaign Details section of the CONNECT Campaigns & Forms Knowledge Base article.

‌Zoom Links For Registrants

There are 3 options for registrants to receive their Zoom meeting links. 

1. By the automated email from Zoom
   
   ‌With meetings and webinars, Zoom's Confirmation Email is defaulted to be sent to registrants upon registration. As long as this setting has not been disabled, the Zoom email will be sent. This feature is within the Zoom Meeting or Webinar's Email Settings.
    
2. By the Click & Pledge receipt when the Zoom Details element is added.
   
   ‌Within your Click & Pledge Receipt Builder, you may add the Receipt Element called "Zoom Details" to your receipt. Once you have created your new receipt, go back to your CONNECT Campaign under Campaign Details > Payment Settings > Messaging & Receipt and assign the receipt you created to be sent after the transaction completes.
    
3. For Salesforce users who use Click & Pledge's Donor Management App, there is a field in C&P Designer that may be added to Email Autoresponder. 
   
   ‌For Salesforce users who use Click & Pledge's app Click & Pay Suite, there are Zoom merge fields at Dispatch > Autoresponder > Designer's that may be added. Then the email can be assigned to an Autoresponder Email.
    

Login to Zoom to obtain Host links and to email Panelist links.