Event Management offers the full functionality of event management solution while integrating with Salesforce and a payment system. From creating events to receiving payments and reporting, event management provides an easy, customizable option.
payment processing was just what we needed!
We used Click and Pledge Payment Processing in conjunction with the Auction app by Groundwire for our recent event. It could not have been easier for our volunteers to learn and use and our donors were pleased with the speed of registration and checkout as well. The Click and Pledge support team was amazing, even assisting us all weekend as we prepped for the Monday event. We will definitely be using this combo of products for our events in the future!
Pretty useful tool
I used Event Management for two conference events, and 1 fund raiser and found it to be very helpful. It was event better the second time after they made some key upgrades. It is flexible enough to help you develop a public facing page through their templates, or integrate the payment piece into your own design. The registration and purchasing is pretty easy to tailor and works for a wide variety of events and product purchases within.####Data is managed somewhat separately from SF (on C&P's own db structure within SF), but is fairly easily integrated. The tools allow for easy management of pre-registration data and event-day management. A nice dashboard helps to track progress. Tech support was very responsive and helpful.####My only complaints are that the db structure is a bit over-complicated and sometimes difficult to find and link key data to the native SF db structure, and the receipting is a bit rigid and difficult to tailor. The back end is also a bit complicated and not intuitive, so it can be difficult to troubleshoot problems.
Very Basic Event Management
We are a small non-profit and use C&P for our online donation processing. This works very well. We have also used the event management functionality for 2 fundraisers and it is basic at best. ####It creates a registration list of guests based on who bought tickets. However, if a guest is buying multiple tickets but does not know or want to list his guests at time of purchase, there is no way to add those names to the list later in the process. Instead your registration list has John Smith listed 4 times which is not useful for the actual event check in. Likewise, you can add the guest names to a "Notes" field but that does not create a contact in Salesforce so you still have to manually add the contact later.####Likewise, there is no field for table numbers. A ticket number is automatically generated but this is not useful for events with table assignments. ####Finally, there is no way to add other important info like emails or cell phone numbers of guests. There is only 1 "Notes" field so you may be entering multiple pieces of info (guest name, cell phone) into the same field which then makes disaggregating the data later messy.####If you are looking for an app to do basic meeting registration for a small guest list, this may work. If your event is a more sophisticated fundraiser, this will not work.
Event Management works for small nonprofit
We have no true techies in our organization & decided to take the plunge & use this product 6 weeks before our annual fundraiser and were happy with the results. It was a steep learning curve but we did it with the help of Monday - Thursday live question calls with Click & Pledge staff. I recommend this product highly.
Click & Pledge - BEST OF THE BEST
We have been working with C&P for a little while now and let me tell you, their support and development is the best I have had the pleasure of working with. Mike Crabtree and Sara Terry are by far the best I have worked with in Salesforce to date. Their commitment to customer satisfaction is second to none! Their number one goal as far as I am concerned is provide a quality product and back it up 200% with solid staff and support techniques. ####We are a non profit religious institution in Boston with very limited staff and high expectations from our constituency. Salesforce has and will continue to be a solid tool for relating with our congregation. C&P only expands our abilities to provide so much more to our congregation by way of conveniences and ease of use. We couldn't be happier than we are now. Thanks C&P
AWESOME Support Team!!
I have absolutely love this support team. They are responsive, helpful, and incrediably thorough. The daily support calls are very informative. So much so that I often just call in to listen and learn. We use Event Management weekly for basic events and quarterly for larger events. Click & Pledge appreciates feedback and often implements suggestions.
Great app - and growing
I've used this app for a few events at this point, and it's great! Works well with Auctions for Salesforce, and I hear there are plans to improve the functionality even more. It takes a little time when you set up your event, but saves SO MUCH data entry in the end. Thank you Click & Pledge!
Thank you Amanda and Kamran
I struggle with technology and have called the Click and Pledge live support. Amanda and Kamran not only know their stuff, but also they are so kind and patient. I am filled with anxiety and they calm me down which is so appreciated. On a professional level, they are so helpful and smart. I don't know what I would do without their help. I guess without them, I would let my team down, which I can't do. I work for a beautiful nonprofit who really help at-risk kids. In a strange way, Amanda and Kamran are helping these kids too. So, in my way, I want to thank them from the bottom of my heart - for not giving up on me.
Event Management is available to all Click & Pledge customers. This application requires Payment-as-a-Service, Class Library and an active Click & Pledge account.