GivingX

Seamlessly integrate Giving Site data with Nonprofit Cloud.

What is GivingX?

GivingX is a Salesforce AppExchange application that allows charities and nonprofit organizations to connect their Salesforce CRM with the giving sites they use to raise funds. This data enables charities to streamline their online fundraising, campaign, and donor management with real-time views.

What can you do with GivingX?

GivingX provides fundraising campaign management, by automatically importing campaign, donor, and landing page data from donation portals into Salesforce. Charities can personalize communications, drive donor loyalty and boost individual fundraiser journeys, by adding them to larger campaigns, thereby driving donations, and campaign effectiveness.

GivingX automates the manual export & import processes with giving sites, enabling a real-time view of fundraising while reducing human error. With up-to-date data, charities can take action to improve campaign performance, assist individual fundraisers from the outset for greater impact and gain insights into overall campaign performance through reports & dashboards.

Download from the AppExchange

Benefits from GivingX

Manage donations

Save time with automatic importing and track campaigns in real-time with dashboards within Salesforce.

See which giving sites are most effective
Analyze donations in reports
Create dynamic uploads

Fundraiser effectiveness

Improve and engage key fundraisers earlier to boost promising campaigns and equip first-time fundraisers with essential resources.

Amplify success
Provide resources to new fundraisers
Link multiple campaigns

Donor nurturing

Turn one-time donors into life-long supporters with automatic, meaningful thank you and follow up messages.

Gain a 360-degree view of donors
Communicate directly from Salesforce
Increase lifetime value

GivingX Features

1. Connect with giving sites

Connect your Salesforce instance with giving sites via automated processes such as:

JustGiving
Virgin Money Giving
Everyday Hero
Givey

2. Engage key fundraisers

Know who your key fundraisers and donors are so you can reach out, engage, and empower them to go further.

Review individual records & lists
Connect to multiple campaigns
Assign agents to reach out in a timely manner
Create automated communications through marketing campaigns

3. Generate insightful reports

See high-level and granular details with insightful reports & dashboards containing information within your Salesforce CRM.

Track communications from a central source
Automatically generate reports and dashboards
Follow Einstein insights and recommendation

What are your options?

Learn more by requesting a demo. If you are taking your first steps with Salesforce, or evolving your existing platform, GivingX will transform your fundraising activities, by connecting fundraisers & donors to your campaigns, driving engagement and ultimately enabling you to give more back to your community.