Donations app
Creating and editing Donation forms
- Adding a hero image to a Donation app page
- Enabling Google Analytics Enhanced Ecommerce to track conversion rates and other key metrics for Donation forms
- Enabling 360MatchPro integration for individual Donations app pages
- Hide Salesforce errors on the thank you page for an individual Donation form
- Allow donor to cover transaction fee as part of their donation
- Display picklist field as a type ahead text field on a Donation form
Linking to Donations pages on the front end of your site
- Creating URLs with source tracking codes in Soapbox Donations
- Overview of source tracking codes for Soapbox Donations
- Prepopulating the donation amount and other values through a URL parameter
- Creating and customizing the URL and Page Title of a Donation page
- How to link to a Donaton page from your main website when using Soapbox Engage
- Embedding a Donation page into a website
Viewing and Managing Transactions in Soapbox
- Creating, editing, and filtering offline transactions in the Transactions view
- Viewing transactions designated as refunded in the Transactions view
- Designating a transaction as refunded in Soapbox
- Viewing the tribute information for a Transaction
- Viewing a subsequent recurring donation's initial recurring donation record in Soapbox
- Viewing subsequent recurring donations associated with an initial recurring donation
Managing Peer-to-Peer Fundraising
- Setting a default Team Logo and Team Photo for peer-to-peer Teams
- Selecting the contents of the Fundraising Page tiles on a Team page for a peer-to-peer Donation app page
- Displaying the name of and link to the main peer-to-peer campaign page on Team page
- Customizing the background color shown in place of a hero image on a Parent Campaign Page for a Peer-to-Peer Donation app page
- Selecting the contents of the Fundraising Page tiles on a Parent Campaign Page for a Peer-to-Peer Donation app page
- Displaying a hero image on a Parent Campaign Page for a Peer-to-Peer Donation app page
Defining defaults in the Configuration for Donations
- Enabling billing address autocomplete functionality in the Donations app Configuration settings
- Enabling 360MatchPro integration in the Donations app Configuration settings
- Autofill secure payment first name and last name fields with those of the logged in user
- Autofill secure payment first name and last name fields based on Contact Information first name and last name
- Customizing the My Transactions view for logged in users
- Hide Salesforce errors on thank you pages for all Donation forms by default
Managing Soapbox Donations data within Salesforce
- Saving data for transaction fees covered by the donor to Salesforce
- Can I customize my own naming conventions for Donation records using NPSP Opportunity Names?
- What should I do with future "Pledged" Opportunities if a donor cancels a Recurring Donation?
- Preparing Soapbox and Salesforce to receive subsequent recurring payment notifications for subscriptions created prior to adopting Soapbox
- Why is no Opportunity associated with my converted Lead record for subsequent recurring payments?
- Why does a Soapbox Recurring Donation Payment Lead record require match review?
Troubleshooting the Donations app
- Why do visitors see "This form is in testing mode." on a Donations app page?
- Why do donors see the error "...List has no rows for assignment to SObject (sbxd)" on the confirmation page?
- Are rejected credit card transactions stored in the Soapbox Engage Donations app or Salesforce?
- Why are PayPal Standard donations not creating records in Salesforce?
- Why are donations made using PayPal Standard missing a Transaction ID in the Donations app transactions table?
- Donations confirmation emails are getting marked as spam