Boost recurring donations this giving season with the new upsell prompt!In addition to our extensive Knowledge Base and webinars, you can request a private standard training for the Donations app. This training will walk you through all aspects of the Donations app, using the following agenda. To request a Donations app training, simply open a support ticket and request the Donations app training in your ticket.
- Create a new online donation form and publish it to your site to collect one-time or recurring donations
- Enabling and customizing collected contact info
- Enabling PayPal standard button
- Customizing Donation page URL and title
- Customize predefined donation amounts and offer custom amount fields
- Customizing payment amounts with optional text and level codes
- Setting a default payment amount
- Enabling recurring payments
- Offer opportunities for your donor to make an anonymous gift, sign up for your newsletter or dedicate their gift
- Customize the donor appeal, field text, ordering of form sections, and elements of the user experience
- Create personalized, automated thank you messages and emails that are shared with the donor immediately
- Setting up email messaging & thank you page
- Search, review, and download transaction data from within Soapbox Donations
- Save transaction data in real-time to Salesforce and associate it with a Campaign for easy reporting and data management
- Enabling Salesforce integration and attaching to a Campaign
- Donation data mapping to payment processor & Salesforce
- Example of a front-end donation going from start on front-end to completion in Salesforce
- Leverage marketing analytics to evaluate the success of your fundraising efforts
- Google Analytics
- UTM codes
- Pardot embed code
- Prepopulate donation form values through a URL
- Embedding your Donation form on your website or in Microsoft Teams
- Posting notifications of Donations to Microsoft Teams
- Protect your donation page against spam
- Select from Authorize.net, Braintree, CyberSource, iATS Payments, PayPal Website Payments Pro, or TouchNet for seamless payment processing, or allow visitors to donate using their own PayPal account - all with no per transaction fee charged by Soapbox
- Integrate Soapbox Donations with other powerful apps in the Soapbox Engage suite