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Release 3.51: Salesforce and Campaigns

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  • Release 3.51: Salesforce and Campaigns

    Release Date: January 24, 2011

    Click & Pledge's FREE Donor Management application for Salesforce fully integrates with the Trio payment system. The following features are added as part of the release:
    • Salesforce settings: Account Info > 3rd Party > Salesforce
    • Salesforce report: Account Info > Reports: download all historical data and import directly into Salesforce.
    • Campaigns: Matching the Salesforce campaigns, it may be added to each checkout page and reports downloaded in Salesforce
    • Checkout page addresses may now be included in newsletters with tracking information. Previously the tracking feature added to the links by enewsletter providers were breaking the session information for checkout pages. The issue is set so regardless of the changes made to the link the page will work.

    More information may be found in the manual:
    Click & Pledge Support Department

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