How to Guides

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...

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S-Docs Integration with Mass Merge Setup
How to build a Customer Feedback Survey

How to build a Customer Feedback Survey

Blaze Your Trail volunteer Arvind Ramesh built a Customer Feedback Survey with the Salesforce Survey Builder. This survey will be sent out 90 minutes after every meeting and is anonymous. The survey uses conditional logic...

How to build a Customer Feedback Survey

Blaze Your Trail volunteer Arvind Ramesh built a Customer Feedback Survey with the Salesforce Su...

Read more
How to send out Tax Statements for Regular Donors

How to send out Tax Statements for Regular Donors

Ricardo Torres, MBA, Bradley Luyt, Nidhi Dhal and Akhila Kaladharan live in Florida USA, Elizabeth Town South Africa, Edinburgh Scotland and Blacktown (Sydney) Australia and they are all Blaze Your...

How to send out Tax Statements for Re...

Ricardo Torres, MBA, Bradley Luyt, Nidhi Dhal and Akhila Kaladharan live in Florida USA, Elizabe...

Read more
How to easily identify your Regular Givers

How to easily identify your Regular Givers

The new “Sustainer” field indicates if an Account or Contact is an active, lapsed, or former recurring donor.

How to easily identify your Regular G...

The new “Sustainer” field indicates if an Account or Contact is an active, lapsed, or former recu...

Read more
How to generate Tax Statements this Tax Time

How to generate Tax Statements this Tax Time

Because many supporters give often and sometimes via different channels it can be a huge challenge getting the data consolidated for Tax Statements.

How to generate Tax Statements this T...

Because many supporters give often and sometimes via different channels it can be a huge challeng...

Read more
Mobile Phone Trigger

Mobile Phone Trigger

Using this solution automatically changes Australian phone numbers to +61 formatting (replacing the zero (0) for landlines and mobile phone numbers). 1300, 1800 and six digit 13 numbers are not...

Mobile Phone Trigger

Using this solution automatically changes Australian phone numbers to +61 formatting (replacing t...

Read more
Integrating Raisely with Salesforce.

Integrating Raisely with Salesforce.

Do you want beautiful mobile optimised donation landing pages, with data flowing directly into donation, campaign and contact records in your Salesforce org?

Integrating Raisely with Salesforce.

Do you want beautiful mobile optimised donation landing pages, with data flowing directly into do...

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 build a Customer Feedback Survey

How to build a Customer Feedback Survey

Blaze Your Trail volunteer Arvind Ramesh built a Customer Feedback Survey with the Salesforce Survey Builder. This survey will be sent out 90 minutes after every meeting and is anonymous. The survey uses conditional logic...

How to build a Customer Feedback Survey

Blaze Your Trail volunteer Arvind Ramesh built a Customer Feedback Survey with the Salesforce Su...

Read more
How to send out Tax Statements for Regular Donors

How to send out Tax Statements for Regular Donors

Ricardo Torres, MBA, Bradley Luyt, Nidhi Dhal and Akhila Kaladharan live in Florida USA, Elizabeth Town South Africa, Edinburgh Scotland and Blacktown (Sydney) Australia and they are all Blaze Your...

How to send out Tax Statements for Re...

Ricardo Torres, MBA, Bradley Luyt, Nidhi Dhal and Akhila Kaladharan live in Florida USA, Elizabe...

Read more
How to easily identify your Regular Givers

How to easily identify your Regular Givers

The new “Sustainer” field indicates if an Account or Contact is an active, lapsed, or former recurring donor.

How to easily identify your Regular G...

The new “Sustainer” field indicates if an Account or Contact is an active, lapsed, or former recu...

Read more
How to generate Tax Statements this Tax Time

How to generate Tax Statements this Tax Time

Because many supporters give often and sometimes via different channels it can be a huge challenge getting the data consolidated for Tax Statements.

How to generate Tax Statements this T...

Because many supporters give often and sometimes via different channels it can be a huge challeng...

Read more
Mobile Phone Trigger

Mobile Phone Trigger

Using this solution automatically changes Australian phone numbers to +61 formatting (replacing the zero (0) for landlines and mobile phone numbers). 1300, 1800 and six digit 13 numbers are not...

Mobile Phone Trigger

Using this solution automatically changes Australian phone numbers to +61 formatting (replacing t...

Read more
Integrating Raisely with Salesforce.

Integrating Raisely with Salesforce.

Do you want beautiful mobile optimised donation landing pages, with data flowing directly into donation, campaign and contact records in your Salesforce org?

Integrating Raisely with Salesforce.

Do you want beautiful mobile optimised donation landing pages, with data flowing directly into do...

Read more