How to Guides

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.

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How to easily identify your Regular Givers
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
Some tips for your Donation Landing Page

Some tips for your Donation Landing Page

If you already have information about your supporters, you can create unique links that pre-fill information.

Some tips for your Donation Landing Page

If you already have information about your supporters, you can create unique links that pre-fill ...

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Vishnu's Story - from Volunteer to Developer

Vishnu's Story - from Volunteer to Developer

  This is the story of Vishnu's journey with St Kilda Mums, which helped her secure job in Salesforce ecosystem. "I heard regarding St Kilda Mums in a user group meeting. I...

Vishnu's Story - from Volunteer to De...

  This is the story of Vishnu's journey with St Kilda Mums, which helped her secure job in Salesf...

Read more
Setting up an Amazon Connect Softphone

Setting up an Amazon Connect Softphone

So the best thing that happened last month is that we worked out how to use Amazon Connect software with our Salesforce org - and set up SSO. We only discovered that this was...

Setting up an Amazon Connect Softphone

So the best thing that happened last month is that we worked out how to use Amazon Connect softwa...

Read more
What if I told you that you could build an entire website from your phone?

What if I told you that you could build an enti...

We’re all operating in a world of tight budgets, no sector more so than charities and not-for-profits. So what if I told you that you could build an entire website...

What if I told you that you could bui...

We’re all operating in a world of tight budgets, no sector more so than charities and not-for-pr...

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
Some tips for your Donation Landing Page

Some tips for your Donation Landing Page

If you already have information about your supporters, you can create unique links that pre-fill information.

Some tips for your Donation Landing Page

If you already have information about your supporters, you can create unique links that pre-fill ...

Read more
Vishnu's Story - from Volunteer to Developer

Vishnu's Story - from Volunteer to Developer

  This is the story of Vishnu's journey with St Kilda Mums, which helped her secure job in Salesforce ecosystem. "I heard regarding St Kilda Mums in a user group meeting. I...

Vishnu's Story - from Volunteer to De...

  This is the story of Vishnu's journey with St Kilda Mums, which helped her secure job in Salesf...

Read more
Setting up an Amazon Connect Softphone

Setting up an Amazon Connect Softphone

So the best thing that happened last month is that we worked out how to use Amazon Connect software with our Salesforce org - and set up SSO. We only discovered that this was...

Setting up an Amazon Connect Softphone

So the best thing that happened last month is that we worked out how to use Amazon Connect softwa...

Read more
What if I told you that you could build an entire website from your phone?

What if I told you that you could build an enti...

We’re all operating in a world of tight budgets, no sector more so than charities and not-for-profits. So what if I told you that you could build an entire website...

What if I told you that you could bui...

We’re all operating in a world of tight budgets, no sector more so than charities and not-for-pr...

Read more