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Click & Pledge for Event Management

  • 1.  Click & Pledge for Event Management

    Posted Jan 17, 2020 10:58

    Hi,
    Looking for advice from someone with experience using Click & Pledge for Event Management, and more specifically if you've used the integration with Salesforce.

    We are a small charitable foundation based in Canada, and our program hosts upward of 100 school-based events per year. We are looking for a solution to help with event invitations, RSVPs/registrations, and follow-up (which have become burdensome to do manually). All the events are free to attend, so the fee percentage for ticketing isn't really a consideration, but we want something that will allow:

    - simple, online registration forms that once submitted create an automatic calendar event users can add to their Outlook, GoogleCalendar, iCal, etc.
    - automated event reminder e-mails, so we no longer have to coordinate these manually
    - automated follow-up reminders (bonus if there's the capacity to track feedback through a short online survey)

    I was able to install the C&P packages in Salesforce, but can't actually test the features unless we get a C&P account, which is a paid membership for Canadian orgs. If we decide to go with it, $30/month isn't a big deal, but I'd rather not have to shell this out just to test if it will work for us.

    Have you used this software to do these things? Are there other alternative platforms you would recommend that worked better?

    Thanks!



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    Rachel Paris (pronouns: she/her)
    Manager, Digital Strategy and Community Engagement
    YPI Canada | www.goypi.org
    Toronto, ON
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    picture of work desk from home with notebook, glasses, coffee, keyboard


  • 2.  RE: Click & Pledge for Event Management

    Posted Jan 17, 2020 11:48
    Hi Rachel, Not sure if its exactly what you're looking for but do checkout raisin's peer-to-peer fundraising module. It integrates with Salesforce too! http://bit.ly/362X4sv

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    Aditi Jain. PMP®
    Digital Marketing Specialist
    raisin® by A.K.A New Media Inc.
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    picture of work desk from home with notebook, glasses, coffee, keyboard


  • 3.  RE: Click & Pledge for Event Management

    Posted Jan 20, 2020 06:51
    Hi Rachel,

    We've been using Click and Pledge for 10 years for event management. It will do everything that you ask for and more, including name badges, registration at events via smartphone or tablet, SMS responses to attendees (as well as email like you asked about). It's a full-featured program that integrates superbly well with the NPSP. One extremely helpful feature is Temporary Contacts -- all incoming registrants and attendees are placed into a queue unless they match an existing contact. You can then go through this queue and create new Contacts and Accounts with a single click or match them to an existing Contact from a suggested list. We use this often when the person's first name on their credit card is different than their first name in Salesforce.

    Click and Pledge uses a non-standard interface -- all of its tabs look and feel different than either Classic or Lightning -- but it's fairly intuitive. Live support is available for a few hours per day at no charge via Zoom call. You can pay extra for premium support.

    The only real issue we have had is with free events. Click and Pledge distinguishes between a "registrant" (the one making the registration) and an attendee. You have to enter both, even if you are registering a single person. While you can copy the registrant information over to the attendee, it can still be confusing for end users.

    David

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    David Limiero
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    picture of work desk from home with notebook, glasses, coffee, keyboard


  • 4.  RE: Click & Pledge for Event Management

    Posted Jan 20, 2020 09:54
    Hi David,

    Thank you for this thorough reply! And thank you for flagging the potential for confusion around registrant/attendee -- knowing that this has presented issues for users before, I imagine we would be able to build in user guidance (either as a disclaimer on the event listing or help text somewhere in the registration form).

    I'm going to try to make the case and see if we can test the platform out for one event season.

    Regards,
    Rachel

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    Rachel Paris (pronouns: she/her)
    Manager, Digital Strategy and Community Engagement
    YPI Canada | www.goypi.org
    Toronto, ON
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    picture of work desk from home with notebook, glasses, coffee, keyboard


  • 5.  RE: Click & Pledge for Event Management

    Posted Jan 21, 2020 16:27
    We used to this C&P events for our 2,000 person conference and it worked pretty well.

    We have since moved to Cvent which is far more expensive, but it sounds like C&P should work for your needs.

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    Fran Harrington
    @franharrington
    Media and Technology Manager
    Jamaica Plain, MA
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    picture of work desk from home with notebook, glasses, coffee, keyboard