How to Guides

How to Manage Contact Communication Preferences...

Do you have a seamless email opt in experience for all donors and website users? Are you easily able to segment donors for your appeals? Are you completely satisfied with...

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How to Manage Contact Communication Preferences with the Salesforce and Mailchimp Integration
How to create a web-to-lead form with auto response rules

How to create a web-to-lead form with auto resp...

Web forms are a common way for businesses to capture marketing leads on their websites. There are several benefits of using web forms for this purpose: Ease of use: Web...

How to create a web-to-lead form with...

Web forms are a common way for businesses to capture marketing leads on their websites. There are...

Read more
How to set your Personal Portfolio to Public Access

How to set your Personal Portfolio to Public Ac...

One of the challenges we set our volunteers is creating their own personal profile, hosted on a Digital Site. One common mistake is to share the site without updating it...

How to set your Personal Portfolio to...

One of the challenges we set our volunteers is creating their own personal profile, hosted on a D...

Read more
How to find a great Salesforce partner

How to find a great Salesforce partner

So you are responsible for finding a Salesforce partner for your charity.  Where do you start? Head to Salesforce.org and select Support from the main navigation menu to find the link to...

How to find a great Salesforce partner

So you are responsible for finding a Salesforce partner for your charity.  Where do you start? He...

Read more
Best Practice Donation Forms

Best Practice Donation Forms

Here are our 8 top tips for optimising your Donation Form  Provide images, descriptions and meaningful dollar handles that make sense to your organisation and to your supporter. Offer recurring donation options -...

Best Practice Donation Forms

Here are our 8 top tips for optimising your Donation Form  Provide images, descriptions and mea...

Read more
Winter 23 - How to check the impact on your organisation

Winter 23 - How to check the impact on your org...

Have you noticed a change in your Salesforce lately, when you login? Are you seeing a bright orange banner about Enhanced domains? The Winter '23 Salesforce release is being rolled...

Winter 23 - How to check the impact o...

Have you noticed a change in your Salesforce lately, when you login? Are you seeing a brigh...

Read more
S-Docs Integration with Mass Merge Setup

S-Docs Integration with Mass Merge Setup

S-Docs is a generation and e-signature solution that is natively built on the Salesforce platform. Charities can create two fully functional templates without any restrictions. Our Customer needed to mass...

S-Docs Integration with Mass Merge Setup

S-Docs is a generation and e-signature solution that is natively built on the Salesforce platfor...

Read more
How to Manage Contact Communication Preferences with the Salesforce and Mailchimp Integration

How to Manage Contact Communication Preferences...

Mailchimp’s estimated market share as at January 2022 is around 75%, so it’s the largest mass email tool used by charities and businesses alike.  The Mailchimp and Salesforce Integration...

How to Manage Contact Communication P...

Mailchimp’s estimated market share as at January 2022 is around 75%, so it’s the largest mass ema...

Read more
How to create a web-to-lead form with auto response rules

How to create a web-to-lead form with auto resp...

Web forms are a common way for businesses to capture marketing leads on their websites. There are several benefits of using web forms for this purpose: Ease of use: Web...

How to create a web-to-lead form with...

Web forms are a common way for businesses to capture marketing leads on their websites. There are...

Read more
How to set your Personal Portfolio to Public Access

How to set your Personal Portfolio to Public Ac...

One of the challenges we set our volunteers is creating their own personal profile, hosted on a Digital Site. One common mistake is to share the site without updating it...

How to set your Personal Portfolio to...

One of the challenges we set our volunteers is creating their own personal profile, hosted on a D...

Read more
How to find a great Salesforce partner

How to find a great Salesforce partner

So you are responsible for finding a Salesforce partner for your charity.  Where do you start? Head to Salesforce.org and select Support from the main navigation menu to find the link to...

How to find a great Salesforce partner

So you are responsible for finding a Salesforce partner for your charity.  Where do you start? He...

Read more
Best Practice Donation Forms

Best Practice Donation Forms

Here are our 8 top tips for optimising your Donation Form  Provide images, descriptions and meaningful dollar handles that make sense to your organisation and to your supporter. Offer recurring donation options -...

Best Practice Donation Forms

Here are our 8 top tips for optimising your Donation Form  Provide images, descriptions and mea...

Read more
Winter 23 - How to check the impact on your organisation

Winter 23 - How to check the impact on your org...

Have you noticed a change in your Salesforce lately, when you login? Are you seeing a bright orange banner about Enhanced domains? The Winter '23 Salesforce release is being rolled...

Winter 23 - How to check the impact o...

Have you noticed a change in your Salesforce lately, when you login? Are you seeing a brigh...

Read more
S-Docs Integration with Mass Merge Setup

S-Docs Integration with Mass Merge Setup

S-Docs is a generation and e-signature solution that is natively built on the Salesforce platform. Charities can create two fully functional templates without any restrictions. Our Customer needed to mass...

S-Docs Integration with Mass Merge Setup

S-Docs is a generation and e-signature solution that is natively built on the Salesforce platfor...

Read more