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
- 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
- Creating URLs with source tracking codes in Soapbox Donations
- Embedding a Donation page into a website
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
- 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
- Viewing and editing app-wide Configuration settings for Donations
- 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
- Enabling billing address autocomplete functionality in the Donations app Configuration settings
- Disabling the email confirmation for donations made off-site with PayPal
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 prior to adopting 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
Troubleshooting the Donations app
- Wny isn't Form of Payment saved to Salesforce for eCheck bank transfers with Authorize.net?
- Why aren't Recurring Donation records created in the NPSP after an initial recurring donation is made?
- Why do donors see a "Attempt to de-reference a null object (sbxd)" error after making a recurring donation
- 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?