Donations app
Creating and editing Donation forms
- Viewing and managing Donation pages in the administrator
- Customizing Page Intro, Page Outro, and Form Footer for a Donations form
- Enabling, customizing, and requiring Contact Information fields
- Creating Predefined Amounts and displaying Custom Amount Field for a Donation form
- Sending confirmation emails to donors with the Donations app
- Sending donation notification emails to admins and staff with Donations
Linking to Donations pages on the front end of your site
- Prepopulating the donation amount and other values through a URL parameter for an embedded Donation page
- Embedding a Donation page into a Microsoft Teams meeting
- 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
- Prepopulating the donation amount and other values through a URL parameter
- Overview of source tracking codes for Soapbox Donations
Viewing and Managing Transactions in Soapbox
- Viewing and managing Transactions in the administrator
- View, search, and export transaction data in the Donations app
- Viewing summary data for transactions in Soapbox
- Viewing a subsequent recurring donation's initial recurring donation record in Soapbox
- Viewing subsequent recurring donations associated with an initial recurring donation
- Creating, editing, and filtering offline transactions in the Transactions view
Managing Peer-to-Peer Fundraising
- Why isn't the Fundraiser for a given peer-to-peer donation page recorded in Salesforce for a donation?
- 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
Defining defaults in the Configuration for Donations
- Viewing and editing app-wide Configuration settings for Donations
- Automatically enable reCAPTCHA when multiple IPs are blocked in a given time frame
- Adjusting parameters for automatically blocking IP addresses from submitting a Donation page
- 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
- Setting a minimum transaction amount across all Soapbox Donation forms
Managing Soapbox Donations data within Salesforce
- Overview of Soapbox Donations integration with Salesforce
- Data mapping from Soapbox Donations to payment processor and Salesforce
- Preparing Soapbox and Salesforce to receive subsequent recurring payment notifications for subscriptions created outside of Soapbox
- Creating Recurring Donation records in the Nonprofit Success Pack for initial recurring donations
- Understanding how subsequent payments for recurring donations update Salesforce
- Saving data for transaction fees covered by the donor to Salesforce
Managing Soapbox Donations data within Microsoft
Troubleshooting the Donations app
- ★ A single initial recurring donation is causing three Opportunities to be made in Salesforce
- ★ Resolving the error: INVALID_TYPE sObject Type "Package License" is not supported
- ★ I can't find my Salesforce Campaign in the Integrations tab of my Donations form
- Why do I see the error "Non-selective query against large object type" in Salesforce when attempting to convert a subsequent recurring donation Lead record?
- Why is my Donations app page missing the billing information section
- Why isn't Form of Payment saved to Salesforce for eCheck bank transfers with Authorize.net?