Setting up a Fundraising Campaign in Raisely and Integrating with Salesforce
In 2018 we first set up a fundraising page in Raisely (a fundraising platform) and integrated with Salesforce using Zapier (an API tool). This allows for beautiful mobile optimised donation landing pages, with data flowing directly into donation, campaign and contact records in our Salesforce org.
The cost of doing this? Your Time is the main investment you need to make.
If you are a small charity with 10 free user licences donated by Salesforce.org. Raisely is free to use and you can start with a Zapier free plan to being with - this allows 5 Single-step Zaps, 15 min Update Time and 100 Tasks a month.
The Professional Plan is about $49 USD per month.
The first time we built this it took our volunteers about 6 weeks. The first time I built it myself it took me more than 40 hours....
In May 2022 we updated the documentation for the NPSP and simplified it into 5 easy steps, so that you can follow along, and build this integration for yourself.
If you do not have the time or the skills to do this in house we are here to help you. If you have any questions, suggestions or feedback please get in touch!