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Fundraisers to manage and thank their donors

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  • Fundraisers to manage and thank their donors

    We're thinking of launching a Connect crowdfunding campaign. We've used Crowdrise the last few years and appreciate the better integration of C&P in Salesforce. One thing Crowdrise seems to have implemented well is enabling fundraisers to see a list of their donors and easily thank them. Once thanked, the option to do so is hidden from the fundraiser.

    Is there anything equivalent to these features in Connect? I've designed a receipt for a fundraiser to receive after they've influenced a donation. However, I don't see any way for a fundraiser to see all their donors or acknowledge their gifts.

  • #2
    Good day @wtben

    As of now we don't have that feature in the current system. However, I have forwarded this to our developers to review and see the possibilities to include in the future releases.

    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

    Join us @ the educational webinars: https://clickandpledge.com/webinars/
    Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
    Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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    • #3
      Thanks for forwarding this to your developers! Curious why you're able to do that here but referred me to the Feature Suggestions forum for my other post, which I added as a reply to another suggestion (https://forums.clickandpledge.com/fo...92-profile-pic).

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      • #4
        Good day @wtben

        In order to track the ideas and suggestions we always recommend our clients to post it into that channel which is directly reviewed by our developers.
        Regards,
        Click & Pledge Support Department

        On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

        Join us @ the educational webinars: https://clickandpledge.com/webinars/
        Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
        Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

        Comment

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