Trio was designed to be an easy-to-use system, but if you have any questions or problems, there’s plenty of help. Below are a number of "How to" videos helping you with various aspects of our products. You may also visit our community forum at: https://forums.clickandpledge.com. By using the forum as a first point of reference you may find your questions already answered and a community to assist you around the clock.

For more “how to” videos visit the forum: How to Videos

The following is the index to the videos:

  1. About Click & Pledge
  2. How to Create or Customize a Donation (Payment) Page
  3. How to Run a Standard Report
  4. Click & Pledge Salesforce Donor Management
  5. Connect Click & Pledge and Salesforce.com
  6. How Integration between Click & Pledge and Salesforce
  7. Donor Management Dashboards
  8. How To Export Click & Pledge Data to Salesforce
  9. Virtual Terminal in Click & Pledge Donor Management Salesforce Application
How to Videos:

About Click & Pledge

How to Create or Customize a Donation (Payment) Page

How to Run a Standard Report

Click & Pledge Salesforce Donor Management

Connect Click & Pledge and Salesforce.com

How Integration between Click & Pledge and Salesforce

Donor Management Dashboards

How To Export Click & Pledge Data to Salesforce

Virtual Terminal in Click & Pledge Donor Management Salesforce Application

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Manuals