Release Date: March 2020
Generating direct marketing campaign data in Salesforce
With just a few clicks, select your campaign members and generate payment references for direct marketing campaigns. These payment references are unique for each campaign member and can be used to automatically match offline payments later on. A .csv export for use with the letter shop will be available directly on your campaign object.
Generating unique payment reference for online pledges
In the online donation process, RaiseNow supports generation of unique payment references for one-off and recurring donation pledges starting with this release.
Processing and matching information from camt.054 files
RaiseNow supports retrieval and processing of camt.054 files from banks. This release adds support for the following business processes for Salesforce NPC & NPSP:
Trigger Actions at RaiseNow from within Salesforce
This release lays the foundations to trigger particular actions in RaiseNow from within Salesforce. The first two provided with this release are:
With just a few clicks, select your campaign members and generate payment references for direct marketing campaigns. These payment references are unique for each campaign member and can be used to automatically match offline payments later on. A .csv export for use with the letter shop will be available directly on your campaign object.
Generating unique payment reference for online pledges
In the online donation process, RaiseNow supports generation of unique payment references for one-off and recurring donation pledges starting with this release.
Processing and matching information from camt.054 files
RaiseNow supports retrieval and processing of camt.054 files from banks. This release adds support for the following business processes for Salesforce NPC & NPSP:
- Matching payment references from direct marketing campaigns, identifying the contact and the campaign, and creating opportunities and payments accordingly.
- Creating new contacts, opportunities, and payments based on transaction data retrieved from the bank.
- Matching transactions to existing one-off and/or recurring pledges based on previously created payment references.
- Detecting and matching multiple usages of the same payment reference.
Trigger Actions at RaiseNow from within Salesforce
This release lays the foundations to trigger particular actions in RaiseNow from within Salesforce. The first two provided with this release are:
- refunding transactions from within Salesforce
- canceling of subscriptions from within Salesforce
Facilitate the on-boarding process
The on-boarding process has been significantly improved. The connected app for the OAuth process is now created automatically within Salesforce and users will be able to set up credentials using an on-boarding wizard. We have also added support for several RaiseNow services such as our P2P platform. Check out our knowledge base for more information.
Refund or cancel payments from within Salesforce
The newly introduced RaiseNow transaction object allows you to cancel a transaction within 24 hours. After 24 hours the payment is automatically refunded instead.
Cancel recurring donations from within Salesforce
By setting the "Open Ended Status" on a recurring donation object to "Closed" or by clicking the cancel subscription button on the RaiseNow subscription object, the corresponding RaiseNow subscription will be automatically canceled.
Donor tax receipt preferences
If a donor requests a tax receipt during the donation process the created opportunity will now have a corresponding flag.
Refund or cancel payments from within Salesforce
The newly introduced RaiseNow transaction object allows you to cancel a transaction within 24 hours. After 24 hours the payment is automatically refunded instead.
Cancel recurring donations from within Salesforce
By setting the "Open Ended Status" on a recurring donation object to "Closed" or by clicking the cancel subscription button on the RaiseNow subscription object, the corresponding RaiseNow subscription will be automatically canceled.
Donor tax receipt preferences
If a donor requests a tax receipt during the donation process the created opportunity will now have a corresponding flag.
Breaking Change regarding the handling of online-pledges
With the introduction of the RaiseNow managed package RaiseNow will no longer create NPC & NPSP Payment objects when first creating a pledge within Salesforce. The payment reference will be stored in the Payment Reference object linking to the Opportunity. Furthermore, a RaiseNow transaction will be created corresponding to the pledge record in the RaiseNow EPayment platform.
Comments
0 comments
Article is closed for comments.