Contents
What do soft credits do for an organization?
Soft credits help you track who gives to your organization and develop relationships with prospective donors. For example, use soft credits to credit a donor when their company matches gifts, to credit a solicitor, or to credit a participant in a sponsored event.
How are soft credits assigned in Salesforce.com?
Well, soft credits are assigned based on the opportunity contact role. That is to say, NPSP responds to contact roles, not contacts, when it creates soft credits. And this is where soft credit configuration can get a little tricky.
What kind of software is the webform app?
Webform is free, open-source software for making forms and surveys through a web browser. These forms can then be filled out by other users, and their responses can be collected for analysis and exporting. Webform is built on top of the Drupal platform (which is also free and open-source).
How are soft credits used in organ iz ation?
Soft credits help you track who gives to your organ iz ation and develop relationships with prospective donors. For example, use soft credits to credit a donor when their company matches gifts, to credit a solicitor, or to credit a participant in a sponsored event.
How to give soft credit to board members?
Give board members a soft credit for a donation they solicited. Give a business owner credit for a donation made by their company. Give a peer-to-peer fundraiser a soft credit for the donations they brought in through their campaign page. Give a committee member a soft credit for an event sponsorship gift.
How can I add a soft credit to a donation?
You can add soft credits to any donation in your donor management system. Go to the donation details and you will see an option to add a soft credit. You can also add a soft credit from the Giving page or a donor’s profile by clicking the drop down next to the donation.
Is the software that powers webform.com free?
The software that powers Webform.com is available for download on drupal.org. Webform.com is also entirely free to use, though some limitations exist on the number of submissions that can be handled. We’re working on payment plans to allow for higher limits of submissions, but the base plan will never be reduced in functionality.