What are some of the questions that others ask?

What does Trio offer?

Click & Pledge developed “Trio” as an on-demand fundraising software management resource kit for any type or any size organization. Trio’s three major web-based components offer a payment system, a Donor Management System (CRM) and a web content management system. With “Trio” you can:

1. Collect Payments Online
2. Manage Your Donors and Activities
3. Maximize Your Website

Can I use just one component of the Trio system without using the other two?

Yes, Trio is modular and grows with your organization's needs. You may deploy as little or as much of our software as required. For example, a $50 set-up fee will allow you to begin with the payment system. Add the content management and donor management systems when needed, Trio avoids expensive, up-front software and hardware costs and long-term software licensing fees.

Is the payment system mandatory before I can add donor management & web content management?

Yes. Once the payment system is in place, you may add the donor management and content management systems whenever necessary, or begin with two components or the entire Trio package.

How is Trio system different from other credit card processing software?

Without question it is the best on-demand value. The breadth and scope of the software is unmatched and customization, ease-of-use, security and customer support has led 7,000 organizations to use Click & Pledge. Best of all, fees are transaction-based, so you only pay for what you use. No contracts, no obligations.

What does it cost to have all three components of Trio?

Trio may be purchased as individual components or together as a package. Each component has a one-time set-up fee of $50. The entire package may be purchased at one time for $135.

Will Click & Pledge train me on how to use Trio?

Yes, in a variety of ways. Training is available through an online manual, online recorded seminars that discuss how to set-up and use each component of Trio, online wizards, help buttons, and instructional webinars. A comprehensive support portal is also available with extended discussions and FAQ's.

A series of online webinars are also scheduled for general overview sessions and more detailed live presentations. To learn more click on: Webinars & Training

Is the support & training free for all 3 components of Trio?

Support for Trio is free. Training is offered through a variety of media, including: webinars, online manual, knowledge-base articles and customer support technicians. Knowledgeable, friendly support personnel are available toll free by phone, online chat, and via email to support. To learn more click on: Webinars & Training.

How can Trio help my organization raise the participation and fundraising level?

Organizations of all size need IT expertise and IT tools to compete and be effective and efficient in online fundraising. Trio makes it possible. Online payment systems, constituent relationship management suites and web software can be very expensive to purchase and maintain; especially for small to midsize organizations. Trio is designed to make available to any organization a “Best-In-Class” suite of turnkey custom fundraising software and support. Trio provides all the tools.

What are some of the questions that others ask?

Do we need a merchant account to use Click & Pledge?

Not at all, you may select to have an in-house account, or merchant account, it’s completely up to you. Please click on the “Pricing” tab to see details of the differences between the two accounts.

Do we need to send the donors a receipt for the donation?

No, the payment system sends automatic receipts once the transaction has been completed. Each email receipt also includes a PDF attachment designed for printing. Click to see a sample of the receipt: Receipt sample

Is there a limit to the number of checkout pages I can create?

There is absolutely no limit to the number of checkout pages you may create, nor a limit on how many products and donation items you may place on each page. Limitless possibilities, that’s the power of Trio!

Can we use Click & Pledge for selling event tickets?

You may sell event tickets, tee shirts, hats, memberships, books and more.

How can we offer quantity discounts?

Discounting may be set up for any product item through the administrative system under the product setup pages.

Our organization uses a donor management database, how can we import Click & Pledge data to that database?

A number of native imports are built-in the administrative system allowing for export from Click & Pledge and import to the donor database. Two different formats are available, CSV & XML. Exported data may easily be imported into any database.

How can we integrate Click & Pledge with our site's shopping basket?

Through advanced integration with the payment system, shopping basket integration allows the patron to make the selection through the custom program and pay through the shopping cart payment system. Read more.

Are there webinars that we can attend to see an overview of the product?

Yes, we offer FREE webinars to educate and train our clients on the features and best practices on all aspects of Trio. Visit the webinar schedule page to view a listing of FREE upcoming webinars.

How can I add a button to link to the payment page?

Visit the button gallery and choose a button from the designs offered. You may also create your own graphic and link it to the payment page. See the button gallery for details.

Is Click & Pledge Payment Card Industry (PCI) certified and how secure is our information?

Yes, Click & Pledge has maintained PCI certification since we began business in 2001 and we will continue to maintain our certification by abiding by the security practices set forth both by PCI and our personal companies very high standards. [LEARN MORE]

How do you protect our donor's information and what is your privacy policy?

ClickandPledge.com Corporation is a certified licensee of the TRUSTe® Privacy Program and abides by the EU Safe Harbor Framework as outlined by the U.S. Department of Commerce and the European Union. We also follow the HIPAA privacy guidelines. See our privacy statement.

What are some of the questions that others ask?

What is a donor/Constituency Management System (CRM)?

CRM systems allow for managing your organization's donors and supporters through a central administrative system. While donor management systems come in many forms, the SugarCRM is designed as a complete relationship management system helping with many organizational management tasks.

What is the difference between SugarCRM & other CRM systems?

There are many CRM programs available, each offering a unique perspective. Of all the programs that we investigated, SugarCRM & CiviCRM were the most flexible and feature packed platforms available. The CiviCRM system is available to Joomla hosting and is best suited for smaller organizations. SugarCRM is a more comprehensive solution best suited for larger organizations. Pricing for both offerings is identical.

Why is Click & Pledge using an open source solution?

At Click & Pledge we feel strongly about offering the best of breed solutions to our customers. Considering the strength of the SugarCRM and its add-on modules we realized early on that it is best to offer a mature product to our customers instead of developing a new product. Since SugarCRM and CiviCRM are open source solutions and are community driven, the cost of development is limited to our integration efforts with the Click & Pledge's payment system. As a result of low cost of development and upkeep we are offering the product at an extremely low cost to cover only the hosting aspect of the offering.

If SugarCRM is open source and free, why do I need Click & Pledge?

SugarCRM is an open source platform but you need to have it hosted somewhere before it can be used. We have customized SugarCRM with our payment engine and have provided several customized additions for importing the payment data directly into the SugarCRM. Other customization modules are also being developed to help with interactions with your constituents.

The only fee charged is the initial $50 set up fee and the hosting will be provided free of charge for the clients that transact at least $500/year. For the clients that do not raise $500/year there will be a $50 annual fee, which is a little more than $4/month for hosting services.

Can we use our own domain name for the site?

No, all content management sites must have a unique domain within our ClickandCRM domain. All clients will be assigned a unique administrative site such as https://yourdomain.ClickandCRM.com.

Is the donation/payment system integrated into the CRM?

Yes, the SugarCRM comes completely integrated with the payment system.

What are some of the questions that others ask?

What is a content management system?

A content management system allows for easy management of a website without any knowledge of HTML or website programming. CMS components provide many different functions through simple interactions with a management system.

What is the difference between Joomla & other web content management systems?

There are many CMS programs available and each offers a unique perspective on how a site may be designed. Of all the programs that we investigated, two were best suited for nonprofits and organizations, namely Drupal and Joomla. We chose Joomla based on a number of factors including ease of use, the support community and its overall performance. We may add Drupal at a later date.

Why is Click & Pledge using an open source solution?

At Click & Pledge we feel strongly about offering the best of breed solutions to our customers. Considering the strength of the Joomla and its add-on modules we realized early on that it is best to offer a mature product to our customers instead of developing a new product. Since Joomla and Joomla are open source solutions and are community driven, the cost of development is limited to our integration efforts with the Click & Pledge payment system. As a result of low cost of development and upkeep we are offering the product at an extremely low cost to cover only the hosting aspect of the offering.

If Joomla is open source and free, why do I need Click & Pledge?

Joomla is an open source platform but you need to have it hosted somewhere before it can be used. We have customized Joomla with our payment engine and have provided several customized additions for importing the payment data directly into the CiviCRM. Other customization modules are also being developed to help with interactions with your site visitors.

The only fee charged is the initial $50 set up fee and the hosting will be provided free of charge for the clients that transact at least $500/year. For the clients that do not raise $500/year there will be a $50 annual fee, which is a little more than $4/month for hosting services.

Can we use our own domain name for the site?

Yes, all content management sites must have a unique domain. During the development stage, we will offer you a test domain name then once the site is complete, you will be given instructions on how to change the domain name to point to your new site.

Is the donation/payment system integrated into Joomla?

Yes, the content management system comes completely integrated with Joomla and CiviCRM.

What is CiviCRM and how does it help my organization?

CiviCRM is a comprehensive solution for managing your donors and constituents. It provides means for finding and updating your donors as well as managing your communications with your donor list. While CiviCRM is a great solution for a wide range of organizations, a more complete solution is also available through the Donor Management System.