Old donor data is a risk your Board can measure and reduce
Equitable Philanthropy and EP Law have released a free Donor Data Retention Policy template for Australian charities. Blaze Your Trail’s Retention Clock helps Boards...
In this short video, Jessica Macpherson from Blaze Your Trail demonstrates the integration of Raisely and Salesforce with the MoveData subscription.
Jessica starts in Salesforce, confirming a contact record for Jessica Macpherson. Then, on her demo site, she makes a $5 business donation in Jessica's name, adding a message and selecting anonymous donation.
After processing the payment using a test card, she shows how the donation details, including the campaign, date, amount, and message, are automatically & immediately added to Salesforce.
Jessica also briefly shows the receipt and thank-you email received in her inbox.
Overall, Jessica showcases how the MoveData integration seamlessly records donations and information in Salesforce, simplifying the donation process for nonprofits.
