Now that you have all of your pages setup it is going to be critical that you test them to make sure that everything has been setup properly. Can you confirm that the following items are working properly:
- Can you click on your diagnostic icon and make sure you see all four green check boxes?
- Have you tied each of your Donations and Events to a Campaign in Salesforce?
- Do you see your new opportunities coming into Salesforce under the chosen campaign?
- Is all of the data that was added to your incoming opportunities correct?
Are you running into an issue while testing?
Please note that our Soapbox Engage service comes with free web-based support. The purpose of this free support is essentially to teach you how to use the tool, or as the saying goes,'teach you how to fish'. Need us to do the fishing for you? Looking for guidance on best practices for your own configuration needs. Want someone else to do some of the implementation process? No problem at all, we're pleased to provide a discounted hourly rate of $120 for any of these professional services as well. Just open up a ticket to let us know what you need and a member of our support team will get you moving in the right direction.