Boost recurring donations this giving season with the new upsell prompt!The Soapbox Engage Donations app is the first solution of its kind to integrate with Microsoft Fundraising & Engagement (F&E). The Donations app sends data to F&E in real-time so donor and transaction information is instantly available in F&E with no manual entry, duct-taped integrations, or laborious imports.
This Donations app update is jam packed with improvements to the F&E integration. On the front-end, we increased the speed at which donation forms are loaded and submitted, thus pushing data to F&E quicker for a lightning fast experience.
Administrators can now see the F&E Donation Import Record ID under the Transactions view in the Donations app. Additionally, an admin can search for a transaction by the F&E Donation Import Record ID. Aside from it’s day-to-day administrative applications, this is immensely helpful when troubleshooting. Under the Transaction Detail View, there is also a section that displays any Microsoft errors generated when trying to create a Donation Import Record. Another great resource for troubleshooting.
Lastly, this update organizes the Soapbox Engage Diagnostics view. This tab now displays whether the Microsoft Authentication Plugin, Graph Plugin, Web API Plugin, Webhook Plugin, and Microsoft Credentials are enabled or disabled.
Highlights
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Donation forms submit faster and data gets sent to F&E quicker.
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Under the “Transactions” view in the Donations app, admins can see the “Donation Import Record ID” from F&E. Additionally, an admin can search for a transaction by the Donation Import Record ID.
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In the Transaction Detail view, there is a section that displays any Microsoft errors generated when trying to create a Donation Import Record.
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The Diagnostics view is organized and includes the status of Microsoft plugins and API connection.
How-To Articles
- Connecting Soapbox to Microsoft Dynamics
- Checking the status of your Microsoft integration, Salesforce integration, and payment processor on the Diagnostics view
- View, search, and export transaction data in the Donations app
- Viewing details of Microsoft errors that occurred when Soapbox attempted to create a Donation Import record for a transaction