Boost recurring donations this giving season with the new upsell prompt!Donations app
Creating and editing Donation forms
- Viewing and managing Donation pages in the administrator
- Prompting donors to change a one-time donation to a recurring monthly donation
- Using internal descriptions to distinguish between Donations pages
- 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
Using Donation modal popups on your website
- Adding the Donations Modal Popups Installation Code to 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
- How do I customize the appeal pane of my Donations modal popup?
- What is the minimum size for the Donations modal popup hero image?
- How do I customize the payment amounts and frequency options on the Donations modal popup?
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
- Cancelling a Subscription in the Soapbox administrator
- 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 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
- 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
- Adjusting parameters for automatically blocking IP addresses from submitting a Donation page
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 does the total on my Donations app page turn to 0 when a donor selects to cover the transaction fee?
- Why does my donation app page display a "Invalid Plan ID" error?
- Why do I see the error "...Illegal assignment from Integer to String..."