Overview
In Goodworld, we strive to provide flexible and comprehensive fundraising solutions to meet your organization's needs. One such feature is 'No-pledge Participation'. This feature allows employees to opt-out of workplace giving campaigns.
How It Works
When the 'No-pledge Participation' feature is enabled, employees will see an option titled "Not at this time" during the pledge process. By selecting this option, employees can complete a form providing their contact information and any other custom details you may require.
Here’s what happens next:
Opportunity Creation in Salesforce: When a donor selects the 'No-pledge Participation' option, an opportunity is created in Salesforce with a $0 amount.
Mapping Information: Since 'No-pledge' is treated as a type of payment method, it can be mapped to the information on the opportunity in Salesforce, similar to other pledges.
Customizing Your Salesforce Integration
We understand that not all organizations may want to create opportunities in Salesforce for 'No-pledge Participants'. If you prefer not to create opportunities for these participants, Goodworld can customize this aspect of your integration.
Request Customization
To request that 'No-pledge Participants' do not create opportunities in Salesforce:
Navigate to your dashboard.
Click on the chat icon located at the bottom right corner of your screen.
Send us a message requesting the customization.
Our team will handle your request promptly to ensure your Salesforce integration aligns with your organization's preferences. For any questions or further assistance, please reach out to our support team through the platform chat.
Thank you for using Goodworld!
For more information on how to maximize your fundraising efforts with Goodworld, check out our other knowledge base articles or contact our support team.