ClickandPledge.com
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Connect ClickandPledge and Salesforce.com
ClickandPledge
39 views
Instructional video to set up the integration between your Click and Pledge and Salesforce.com accounts. This will allow patron and transaction information to automatically...
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Virtual Terminal in Donor Management Application
ClickandPledge
23 views
There is a Virtual Terminal within the Click and Pledge Donor Management Application for the Salesforce Nonprofit Starter Pack. This allows for manual processing of credit ...
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Donor Management Dashboard
ClickandPledge
41 views
In ClickandPledge Donor Management Application in Salesforce there are 10 additional dashboards available. Brief discussion on Dashboards available and how to manage them.
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How Integration between ClickandPledge and Salesforce Works
ClickandPledge
30 views
Once you have set up the Integration between ClickandPledge and Salesforce your transaction information is automatically imported into your Donor Management System. This vi...
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How To Manage and Disable Users
ClickandPledge
9 views
With your ClickandPledge TRIO account you can have as many Users as needed. This video demonstrates how to manage or disable a User.
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How To Create a New User
ClickandPledge
6 views
You may add as many Users to your ClickandPledge TRIO account as needed. Account administrator can grant access to specific areas of the account that person would need to m...
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Getting Started: Payment Page Overview
ClickandPledge
7 views
This video will provide an overview of the 3 standard payment pages in the TRIO payment system show customers how to get started creating these pages and point out customer...
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How to Create or Customize a Donation Page
ClickandPledge
171 views
"How to" video explains the features of Click and Pledge's Trio Classic Easy Page. This is our most popular page for donations. We will walk you through creating and custom...
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How to Run a Standard Report
ClickandPledge
11 views
Introduction to the Reporting System in the Click and Pledge TRIO payment system. Description of the two popular reports: Detailed and Consolidated with instructions how to...
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Nonprofit Donor Management HD
ClickandPledge
67 views
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