Getting Started
Solutions
System

Getting Started

As an approved Give Lively member, you have free and unlimited access to our entire platform. But first, you MUST complete the following three steps directly with Stripe, the independent business that processes payments made through our technology.

Claim/Confirm a Stripe Account and connect it to Give LivelyEnable your Stripe account to accept ACH (bank) donations
Apply for Stripe's nonprofit discount

Fundraising Solutions

Browse guides for each of our products, grouped by fundraising solution.

Digital FundraisingEvent FundraisingPeer-Based Fundraising

System

Go deeper into how our platform works and the actions you can take to maximize your use of it.

Money Flow & FeesData ManagementTroubleshooting
Getting Started
Fundraising Solutions
System

Getting Started

As an approved Give Lively member, you have free and unlimited access to our entire platform. But first, you MUST complete the following three steps directly with Stripe, the independent business that processes payments made through our technology. Our Give Lively fundraising pages will not function if your nonprofit does not have a fully authorized Stripe account.

First Steps

BROWSE OUR FULL GUIDE TO GETTING STARTED

Fundraising Solutions

Browse guides for each of our products, grouped by fundraising solution.

Digital Fundraising

PRODUCTS:

Event Fundraising

PRODUCTS:

Peer-Based Fundraising

PRODUCTS:

System

Go deeper into how our platform works and the actions you can take to maximize your use of it.

Money Flow & Fees

TOP ARTICLES:

Data Management

TOP ARTICLES:

Troubleshooting

TOP ARTICLES:

Welcome to the Resource Hub for Give Lively members!

This is the new one-stop shop for information and instruction about how Give Lively members use our powerful, practical and free fundraising technology. For more background support about Give Lively, go to our introductory FAQ pages.

Part of the solutions:
Data Management
In this Article

Integrate our platform with Salesforce

Give Lively offers a Salesforce integration specifically designed for the Nonprofit Success Pack. Here's how to trigger it.

Event Ticketing
Text-to-Donate
Live Display
Campaign Pages
Donation Widget
Peer-to-Peer Fundraising
Team Fundraising
Leaderboard

Examples

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Before You Get Started

Have you set up a Core Profile? It's a critical first step.

Video Overview

Text Walkthrough

IMPORTANT NOTE: For the time being, Give Lively only offers direct integration with Salesforce. Until others are put in place, you can download donor data from the Nonprofit Admin Portal as a CSV file and import it into any CRM of choice.

To set up a Salesforce integration specifically designed for the Nonprofit Success Pack (to learn more about the Nonprofit Success Pack, check out this video):

  1. Confirm that your Salesforce has a sandbox created. If not, create one by following Salesforce’s guide. IMPORTANT: We recommend triggering test donations to your sandbox before connecting your live instance to Give Lively.
  2. Send us an email to support+salesforce@givelively.org with the subject line "<your nonprofit name> + Salesforce Integration".‍
  3. In the body of the email please provide the EIN number of your nonprofit, the email address tied to the Admin User of the account and ensure that they have Marketing rights enabled.
  4. Our team will follow up with next steps to install our app in your sandbox and connect your nonprofit’s sandbox to our staging environment. We’ll trigger test donations for your nonprofit’s review.
  5. For reference, the Salesforce integration syncs every hour on the half hour mark.
For an overview of how this integration was built, please see our Salesforce integration logic and fields guide.

Downloads

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