Announcement

Collapse
No announcement yet.

Simple payment processing

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • Simple payment processing

    We are receiving proceeds from another organization's auction in exchange for processing the payments. We will be using Swiper1. Do we need to assign a campaign in SalesForce, or set up an event in C&P Event Management, or can we simply process payments on a Swiper1 that is set up with our C&P account? What is the simplest way to do this?

  • #2
    Good day @Tim,

    Swiper1 is totally independent of Salesforce. If you have Salesforce it posts to Salesforce and also allows you to lookup contacts in Salesforce.

    You may simply process transactions without any Salesforce considerations.

    If you wish to assign a campaign you may do so in the Swiper1 settings. If the campaign name does not exist in Salesforce it will be automatically created.

    I hope that answers your question.
    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

    Working...
    X