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A quick tutorial that covers; memberships types, approval letters and setting up renewals.
A quick tutorial on how to import fundraiser and donations with the help of NPSP. The video also covers the allocation of soft crediting.
This video covers how to set up and link events to a campaign, process event tickets, and Set up different ticket types.
How Muscular Dystrophy Australia implemented Salesforce overcame the hurdles of being a new user of Salesforce through the use of Payments2us and six tips to help with your journey with Salesforce.
Capture the online form data that you need with Payments2Us for Salesforce. This step by step guide shows you how to create your own field and section for you Payments/Donation form.
Step by Step process for going live with Payments2Us for Salesforce. Includes an example of adding an iFrame for a Wordpress site.
Step by Step instructions for sending out annual statements to donors. Includes how to create samples and how to bulk send.
Learn how simple it is to personalise any field or heading on your payment form.
Use the same technique to change any manage package label.
Personalise Payments2Us for Salesforce by creating your own theme to match your corporate style.
