Demo Training

Everything you need to know to confidently run your next demo

Accessing demo orgs:

Login to https://gms2.idonate.com
Click on the blue circle with a white letter at the top right corner of your screen
Begin typing to search for the demo org
Click org name to select

Finding pre-made demo resources/templates:

Each demo org has a "Demo 2024" campaign with resources
Each demo org has a "Demo Template" to get started with a giving form, confirmation page, and hosted page
Each demo org has a "Demo receipt" that can be used right away or cloned and customized

Child Hunger Fund demo website (embedded giving form)
SDK Example - International Mission Board
Pop-up form example - GEM
Modal form example - Send Relief
Reconciliation examples (doctored to not include sensitive donor or org info)
- First page
- Batch example

Corporate Matching

For Missions sending and faith-based orgs, we generally don’t bring up corporate matching as they are not likely eligible

Publish Forms

When demoing a newly created giving form, we recommend building and publishing the form prior to the demo so that publish errors don’t unexpectedly come up (example: if you pasted formatted text, forgot to add designations, etc. it’s good to catch those beforehand)

“Hey there’s a demo on ___ day, can you be prepared to be available?”
Slack channel with Sales, Product, and engineering with technical questions
Sales presents technical questions to Prod/Eng prior to demos if possible via slack
Sales mentions product feedback calendar plug for feature requests that are not yet available https://meetings.hubspot.com/nacho-andrade
Product team rep to demo for VIP clients (limit to 1x/month)
Living doc with technical demo questions

APIs
- We have a full set of APIs and webhooks orgs can utilize to push data from iDonate to wherever they’d like to receive and store that data.
Designation bulk upload - can be done using our Designation API
Payment Gateways
- CardConnect
  - Supports all donation types except paypal
- Stripe - pricing is different than with CardConnect
  - Integrates with Spreedly
  - Currently CANNOT process ACH (echeck) donations
  - Cannot use Apple/Google Pay
- Auth.net - pricing is different than with CardConnect
  - Integrates with Spreedly
  - Currently CANNOT process ACH (echeck) donations
Integrations
- Know our “out of the box” integrations
  - Salesforce NPSP
  - Virtuous
  - Raiser’s Edge and Raiser’s Edge NXT
    - JMG Importer/Export Tool to import into RE
  - Blackbaud CRM
- TIP: always best to have a prep or follow-up email with integrations resources, it would take so much time to cover everything in a demo (generally Salesforce and Virtuous)

https://www.idonate.com/knowledge - use this for how-to questions when you're building demos
Use slack channel for "like" org examples
Integrations Guides
- Salesforce
- Virtuous