Debbie VanEpp

Click & Pledge's "Click & Pay Suite" app for Salesforce makes use of a feature called 'Salesforce Sites' so that your organization does not have additional costs to send custom emails and publish e...

Why: To maintain best practices and PCI Level 1 requirements, CONNECT requires admin users to review their account profile and active users list every 90 days to ensure information is current and s...

This article focuses on integrations that operate through Click & Pledge CONNECT payment forms. Other Click & Pledge integrations exist in our Salesforce app, Click & Pay Suite, or interact direct...

Click & Pledge takes advantage of the concept of SKUs by noting the SKUs in every transaction received by Salesforce and consulting the SKU rules in Click & Pay Suite to determine how to record the...

You can process multiple transactions using the Virtual Terminal. Transactions are created in your C&P Account and brought into SalesforceRequirements: Minimum Required Fields. Basket Id (Column A)...

Linked Account(s): C&P AccountsC&P Accounts > Linked Account(s) provides information about the account(s) linked to your Salesforce instance.  Click on the account number to view details of the acc...

Welcome to the future of fundraising — where your AI learns from every interaction.With Click & Pledge, every engagement tool you use — from Payment Forms and Store/Event to Peer-to-Peer and pledge...