When a donation is confirmed, GiveNow performs three actions: establishes the campaign, establishes the contact, and submits the donation as an opportunity in Salesforce.
When and which donations are sent
GiveNow sends donations to Salesforce in real-time as soon as each donation is confirmed. A nightly batch process also picks up any donations that could not be sent during the day and retries them (up to three consecutive nightly attempts).
By default, GiveNow sends all confirmed donations. During setup, you can choose to also include declined regular donations and set a start date to limit which donations are sent. See How do I set up the Salesforce integration in OrgHQ?
Campaigns
GiveNow uses four types of Salesforce campaigns:
- GN Donations: The optional parent campaign for all GiveNow campaigns. Created when you enable "Use GiveNow Donations Campaign" during setup.
- GN Cause: Cause campaigns that correspond to GiveNow causes. Created when the first donation for that cause is sent. One-off donations are posted as opportunities under the cause campaign.
- GN CrowdRaiser: CrowdRaiser campaigns, created as children of the relevant cause campaign.
- GN Regular Giving: Regular donation campaigns, created as children of the relevant cause campaign. The campaign name consists of the donor name and regular donation reference.
Contacts
Before sending a donation, GiveNow looks up the donor contact in Salesforce using the following methods (in order):
- Salesforce Reference (if the contact has already been linked).
- GiveNow Contact Reference (GNC Reference).
- Contact matching rules selected during setup (for example, First Name + Last Name + Email).
If no matching contact is found, GiveNow creates a new contact with the donor's name, email, phone, and mailing address.
Opportunities
For each donation, GiveNow creates an opportunity in Salesforce. Opportunities are verified by the donation receipt number. Each opportunity includes:
| Salesforce opportunity field | GiveNow data |
|---|---|
| Name | Donation name |
| Account | The account of the matched or created contact |
| Stage name | As configured during setup |
| Close date | Donation processed date |
| Amount | Donation amount |
| Campaign | The resolved campaign (cause, CrowdRaiser, or regular giving) |
| Record type | As configured during setup |
| GiveNow receipt number | Donation receipt number |
| Frequency (GiveNow) | Donation frequency |
| GiveNow integration notes | How the campaign and contact were resolved |