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System Update: Mid-July 2021

Qgiv

If you’re using invoices, the %PaymentType% receipt tag now displays as “Invoice – No charge” for donors who select the invoice payment option. You can now re-send the Pledge Donation Created email. We’ve adjusted org-level navigation to reflect user permissions. Features and Enhancements.

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Giving Tuesday: Steps to Create a Stellar Campaign

Connection Cafe

Is your campaign simply about raising money, or are there actions you want your supporters to take like donate clothing, sign a petition, or make a pledge? Will there be matching gifts? Matching Gifts. Your Gift Today Gives More. We have a gift for you. Beginning of the Year-End Matching gift campaign.

professionals

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Life after Common Ground: Part 5 – Conga Composer

Judi Sohn

Previously, I highlighted favorite features in Nonprofit Starter Pack , Click & Pledge , Causeview and Soapbox Engage now I’m going to talk about my favorite parts of Appextremes Conga Composer. Better yet, I have the template set to automatically set on the record that the gift was posted to the newsletter.

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Real-world Salesforce Visual Workflow for a nonprofit

Judi Sohn

As it’s a synagogue, I’ve also built out additional functionality around Yahrtzeits (memorials), High Holiday pledges, High Holiday ticketing, Membership and Hebrew School enrollment. I’m in it constantly to record gifts, run reports, analyze giving history, etc. Let me know how you’re using it in the comments.

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