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  1. How do I connect Rallybound to NeonCRM?

    to: Settings cog > User Management. Click New User. Populate the First Name, Last Name, and Email Address fields … : NeonCRM Org ID NeonCRM API Key Send Acknowledgement Emails Sync Offline Donations Populate the NeonCRM Org ID & NeonCRM API Key fields and click Save
    Knowledge baseJan 29, 2019
  2. Duplicate Management in Salesforce

    A user can set the criteria for how Salesforce detects duplicate records in 2 ways: Custom matching. A user can choose between: Email Email OR exact first and last name Email AND exact first and last name Using Salesforce's matching algorithm which a user sets in Salesforce: If a user has set up Salesforce
    Knowledge baseMar 19, 2018
  3. Post-Donation Registration Options

    , donors can create an account by simply entering a password. Once they do, they'll receive an email confirming their account. With an account, donors can log … by their email), they will not be shown this option. Prompt the donor to register for the campaign With this option, donors can register as a fundraiser
    Knowledge baseJun 13, 2019
  4. Invited Users in Role Registration

    . The invited user receives an email informing them that an account has been created for them, and prompting them to complete their registration by clicking a link in the email. Note: The email that is sent to the invited member is editable in the admin panel, under Email > Auto Responders > Registration Member Invite. When
    Knowledge baseJul 06, 2018
  5. Returning Users in Role Registration

    and registration pages for Role Registration campaigns are designed very similarly. The initial screen requests the user to enter an email. This allows the system to immediately identify whether the user has already registered for a different campaign. Here's how the flow works: Login: User enters email address, clicks
    Knowledge baseJul 05, 2018
  6. Social Shares Text and Updates

    Shares These social shares are accessible on campaign landing pages, including the share widget on standalone pages. Email Email Subject Email Body Text … are accessible in the share widget on personal and team fundraising pages. Email Email Subject Email Body Text Facebook  Facebook Title Facebook Meta
    Knowledge baseDec 27, 2018
  7. Placeholders

    allow you to compose highly personalized emails and social shares to contacts. When you insert a placeholder, RallyBound’s template system automatically generates emails and social shares with information appropriate for each specific recipient. Placeholders also add flexibility to FAQs and campaign dictionaries
    Knowledge baseMay 12, 2019
  8. Champions and Champion Campaigns in the admin

    to their Champion Campaign. The notification emails that the Champion receives are Rallybound's standard admin email notifications, custom-branded by dynamically populating the organization's logo in place of Rallybound's. These emails are not editable. Emails that are relevant to the Champion include: Donation
    Knowledge baseJul 01, 2019
  9. What data is synced to NeonCRM and when?

    fields in Rallybound will be synced to which fields in NeonCRM. Rallybound NeonCRM First Name First Name Last Name Last Name Email Email 1 … duplicate data? When a donor record is first synced to NeonCRM, the integration will look for a match based on email address. If multiple accounts are matched
    Knowledge baseJan 29, 2019
  10. Bulk Edit Registrants

    MemberID First Name Last Name Company Name Email Address1 Address2 City State Zip Country Phone Admin Comment Registration … Name Company Name Email Address1 Address2 City State Zip Country Phone Admin Comment Registration Information Registered On (date
    Knowledge baseJul 11, 2019