Feature studies
High-volume online donations often come without clean identifiers. Matching payments to contacts, pledges, or campaigns manually is time-consuming and error-prone — especially when names, emails, and addresses don’t line up exactly, or donors don’t always use the the same email address or phone number.
Our system uses custom rules and fuzzy matching logic — across emails, partial addresses, card fingerprints, amounts, and more — to auto-match payments to the correct contacts, pledges, and campaigns. It flags edge cases for review and gives you control over how and when to create new records, issue receipts, or trigger workflows.
Most matches happen automatically, reducing daily or weekly double entry chores to just 5–10 minutes of light review. No more duplicates, missed receipts, or lost attribution. Fundraisers see accurate data instantly, books stay clean, and high-volume donation campaigns run smoother than ever.
Reach out for a free 30-minute chat and let’s explore the ROI of Salesforce for your business.
