Click & Pledge Knowledge Base Articles

News and Announcements

• New Features Are Here! – 25th Anniversary Release
• Notice: ProPay Price Increase- Move to Stripe Now

General Information

• AI Readiness for Nonprofits: How AI Assistants Find and Recommend Your Organization
• General Information: Live Support
• Upcoming Webinars
• Data Migration Services
• Meet Clickie: Your AI Assistant in Click & Pledge
• CONNECT Account Verification

See all 24 articles

Release Notes

• CONNECT RELEASE NOTES
• SALESFORCE RELEASE NOTES
• SWIPER1 RELEASE NOTES (Mobile App/Bluetooth Device)
• Release Notes: WordPress CONNECT Plugin
• Release Notes: WordPress Gravity Forms
• Release Notes: WordPress Paid Membership Pro

See all 13 articles

CONNECT Platform

• CONNECT: Pulse Report
• CONNECT: PayQuickly Form
• CONNECT: AskQuick.ly
• CONNECT: Campaigns & Payment Forms
• CONNECT: CSP Header Setup — PayQuick.ly & AskQuick.ly
• CONNECT: Integrations

See all 39 articles

Click & Pay Suite (Salesforce App)

• Click & Pay (Salesforce): Nonprofit Cloud
• Click & Pay (Salesforce): Dispatch - Verifying a Customer's Sending Domain in SendGrid
• Click & Pay (Salesforce): Pulse Report
• Click & Pay (Salesforce): Create Salesforce Site
• Click & Pay (Salesforce): Using SKUs to Map
• Click & Pay (Salesforce): Mapping Peer-to-Peer Campaigns

See all 45 articles

Swiper1 (Mobile App)

• Swiper1: Overview of Features
• Swiper1: Quick Start Guide for Swiper1 Bluetooth Device
• Swiper1: How To Get Started
• Swiper1: How to Login
• Swiper1: Settings
• Swiper1: Kiosk

See all 21 articles

Event Management (Legacy)

• Event Management with Salesforce: Overview
• Event Management Webinar
• Event Management with Salesforce: Events Dashboard
• Event Management with Salesforce: Events Home Page
• Event Management with Salesforce: How to create an event
• Event Management with Salesforce: Event Listing Sites

See all 45 articles

eCommerce Integration

• WooCommerce
• Shopping Cart Integration with Salesforce

Developer API

• Passing Custom Questions
• Receipt Cover Sheet
• Get Started: Forms as a Service
• Customizing Forms as a Service with Connect Campaign Alias
• How to locate Account ID & API Account GUID

Recorded Webinars

• The Patron Portal: A Self-Service Experience for Salesforce Users
• Givent & Shoutout in Action: Online Events & Gratitude
• AI Link in Salesforce: Smarter Campaigns with intelliBooster
• Recurring Giving 101: From One-Time to Lifetime
• Swiper1 + Click & Pay Suite for Salesforce: Setup & Best Practices
• Swiper1 Essentials: Accepting Payments On the Go

See all 59 articles