Boost recurring donations this giving season with the new upsell prompt!Non-Profit Soapbox can be your cash register. Want to accept donations or member dues or payments for event registrations without having your donor or member or attendee ever leave your site? Yep, you can do that.
What's more, the payment form is protected through a secure socket layer (SSL) connection - all as part of the default setup for Soapbox so you don't need to worry about paying for and maintaining an SSL certificate of your very own. And that SSL connection causes the nifty little lock to appear in your visitor's browser bar so they know their credit card data is safe. It inspires trust and trust is an essential part of this whole internet payment business now, isn't it?
Now the "secure payment forms" part of this headline has always been in Soapbox. That's not news. What is news is the "smarter" portion of the headline. With this update to Soapbox, if you have a password protected area of your site and a visitor logs in, they'll still be logged in when they go to a payment form. And, since they are logged in, Soapbox will automatically fill in their First Name, Last Name, and Email address into the Contact Information section of the form - plus give them access to special tickets you've set to appear only to logged in users when registering for events.
And, if you have the connection between Soapbox and Salesforce on your site, that donation or dues payment or registration payment is automatically stored in Salesforce, gently and neatly placed where it needs to go for real time reporting.
Example of smarty pants payment process
Let's look at an example, shall we?
1) Phil visits your Soapbox site
2) Phil logs in
3) Phil makes a donation. Soapbox knows Phil and fills in Phil's info.
4) Phil registers for an event. Soapbox knows Phil and fills in Phil's info.
5) Phil's filled in data is funneled to Salesforce where it is fancily associated with Phil's Contact record on the flipside
Additional Salesforce Search features
In addition to smarter secure payment forms, we tossed in two goodies for Salesforce Search into this release. Now you can:
- Hyperlink any Salesforce Element on the List Display view to the full Record Display view; and
- Add a prefix and suffix around a Salesforce Element that could be plain Jane text, HTML, or a Soapbox Shortcode so that a simple Salesforce field can be given context or transformed into a fancy widget that displays a Flickr feed or embeds a video or does a variety of other tricks.
Hat tip: Soapbox usability suggestion
Beyond these items, we threw in a great usability suggestion from the good folks at Auburn Seminary. Now, when you're editing a Salesforce Search or Salesforce Submit form and you click Apply, you are kept on the same tab rather than being sent to the first tab of the form. That saves a click - and a click saved is a click earned, I always say.
Auburn Seminary is doing some important work. Take a moment to go to their Groundswell program site to sign their petition against sex trafficking of boys and girls in the United States. We're glad that the Salesforce integration tools of Soapbox Engage can be used for such an important purpose.
Questions? Comments? Wants and desires?
Curious about adding payments for donations and events to your site? Hit us up! Curiouser and curiouser about this Salesforce schmaleforce stuff? Let us know!