Boost recurring donations this giving season with the upsell prompt!Donations app
Creating and editing Donation forms
- Setting maximum character length for Custom Salesforce Element text area fields on a Donations app page
- Viewing and managing Donation pages in the administrator
- Unpublishing a Donations app page
- Playbook: creating peer-to-peer fundraising campaigns for annual community races
- How to receive donations from organizations using the Salesforce NPSP integration
- Prompting donors to change a one-time donation to a recurring monthly donation
Using Donation modal popups on your website
- Adding the Donations Modal Popups Installation Code to your Website
- Using a URL Parameter to open any Donations modal popup on your website
- Adding a link to a Donations modal popup on your website
- Creating a Donations page in Soapbox to use as a Donations modal popup on your website
- Displaying the modal version of a Donations app page for mobile users
- How do I customize the appeal pane of my Donations modal popup?
Creating and using Designations
- Viewing and Managing Designations in the administrator
- Viewing and managing Designation Categories in the administrator
- Creating a Designation Category
- Creating a Designation
- Enabling Designations on a Donations app page
- Creating a Designation Group on a Donations app page
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 recurring upsell conversion data
- Viewing a subsequent recurring donation's initial recurring donation record in Soapbox
- Viewing subsequent recurring donations associated with an initial recurring donation
Viewing and Managing Subscriptions in Soapbox
- Viewing and managing Subscriptions in the administrator
- Automatically updating Subscriptions in Soapbox as Cancelled when they are Cancelled with the Payment Gateway
- How To Cancel a Subscription Record in Soapbox Engage
- Setting a Subscription as Cancelled in Soapbox after it is Cancelled with the payment processor
- Updating credit card information for a Subscription in Soapbox
Managing My Pledges in Soapbox and Salesforce
Managing Peer-to-Peer Fundraising
- Viewing and updating Designation for a Fundraising Page integrating with Microsoft Fundraising and Engagement
- Allowing a Fundraiser to select a Designation in Microsoft with which to associate donations made through their Fundraising Page
- 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
Defining defaults in the Configuration for Donations
- Viewing and editing app-wide Configuration settings for Donations
- Blocking spam with Firewall Banned Words
- Enabling Salesforce integration by default for Donations app pages
- Enabling Microsoft Fundraising and Engagement integration by default for Donations app pages
- Setting recurring upsell ranges to convert one-time donors to recurring donors
- Automatically enable reCAPTCHA when multiple IPs are blocked in a given time frame
Managing Soapbox Donations data within Salesforce
- Overview of Soapbox Donations integration with Salesforce
- Data mapping from Soapbox Donations to payment processor and Salesforce
- Saving data to Salesforce for Stripe payment processor fee charged for transactions in Donations app
- Can the Salesforce Campaign names displayed to donors be reorganized on a Donor Chosen donation page?
- Can the Salesforce Campaign name displayed to donors be customized on a Donor Chosen donation page?
- Preparing Soapbox Engage to receive subsequent recurring payments previously created
Integrating the Donations app with Salesforce Nonprofit Cloud
- Preparing Salesforce Nonprofit Cloud for integration with Soapbox
- Enabling Salesforce Nonprofit Cloud integration for a Donations app page
- Understanding how to connect Soapbox to Salesforce Nonprofit Cloud vs. other versions of Salesforce
- Data mapping from Soapbox Donations to payment processor and Salesforce Nonprofit Cloud
- Disconnecting Soapbox from Salesforce Nonprofit Cloud
- Managing duplicates for donors in Salesforce Nonprofit Cloud
Managing Soapbox Donations data within Microsoft Fundraising & Engagement
- Data mapping from the Donations app to Microsoft Fundraising and Engagement
- Processing Donation Import records to convert them to Transactions in Microsoft Fundraising and Engagement
- Understanding how subsequent payments for recurring donations update Microsoft Fundraising & Engagement
- Where are UTM tracking codes from donations saved in Microsoft Fundraising and Engagement?
- How to determine if a Donation Import record is a recurring donation
Managing Soapbox Donations data within Microsoft Dynamics
Troubleshooting the Donations app
- ★ Why is there both a Closed Won and Pledged Opportunity with the same Close Date for a new Recurring Donation 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
- Resolving "You passed an empty string for 'items[O][plan]'." error in the Donations app
- Salesforce Error: List has more than 1 row for assignment to SObject
- Can Salesforce record types other than those provided by Soapbox Engage's Donations app be used?