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WordPress is a powerful and versatile open-source content management system (CMS) that is used to create websites and blogs. With a few quick steps, you can add Fundraise Up to your WordPress website.
This guide provides the minimum permissions required to connect and use Salesforce and Salesforce NPSP integration.
Salesforce
Accessing Profile Settings
In Salesforce, go to Setup and use the Quick Find
When UTM parameters are added to URLs that launch a Checkout modal or a Campaign Page, those parameters are captured and stored in the “UTM Parameters” section of the resulting donation record.
Fundraise
Fundraise Up allows you to embed your donation forms and elements on multiple websites, providing flexibility and expanding your fundraising reach. Whether you operate multiple websites yourself or have
If your Fundraise Up account is currently integrated with Salesforce and you want to switch over to our specialized Salesforce NPSP integration, follow these steps. Make sure you have set up a Salesforce
As of November 30th 2023, your organization is able to generate annual summary receipts for recurring plans showing all the installments in that plan that fell within the tax year. Learn more about receipts
You may have noticed that the payout amount for a donation sometimes differs from what you might expect based on the donation amount and fees. Here's why this happens and how payout amounts are calculated: