Feature Set

The Platform Solutions follows a modular, building-block architecture.

Donation Forms

Real-time transfer of one-time and recurring donations, as well as contact data, from any number of FundraisingBox forms
Integration of FundraisingBox duplicate detection, enhanced by preconfigured duplicate rules within the target system
Synchronization of standard information (see standard mapping table), such as email opt-ins, donation receipt preferences, donation purposes, etc.
Transfer of data from custom form fields

Fundraising Campaigns

Automatic synchronization of fundraising campaigns, including all relevant campaign data and the campaign creator, as campaign records
Incoming donations are directly linked to the corresponding campaign
Campaigns can be managed from within the target system, e.g. adjusting fundraising goals, modifying campaign duration, or controlling publication and deactivation

Charity Shop

Synchronization of individual donation products from the digital shopping cart of the charity shop connected to the donation forms, including associated donation data

Custom Applications

Synchronization of data collected via organization-specific applications connected to the donation forms

Bundled Raw Data

In addition to standard information, custom fields and metadata of a donation are automatically transferred as bundled JSON datasets per object
Enables flexible, connector-independent downstream processing without requiring additional requests

Contact/Account Data Management

Thanks to bidirectional synchronization, updates to contact data submitted via FundraisingBox online forms are automatically written back
Ensures that duplicate detection continues to function reliably for future donations, helping prevent duplicate records

Support for Multiple Payment Methods

Integration of various payment options, including PayPal, direct debit, credit cards, Apple Pay, Google Pay, TWINT, and others
Payments are processed directly by the payment provider and transferred to the organization’s account, ensuring fast fund availability

Recurring Payment Management

Cancellation, pausing, reactivation, and adjustments (e.g. amount or interval) of recurring donations can be managed directly within the system
Bidirectional synchronization ensures that updates are transmitted to the original payment provider and executed accordingly

Reconciliation

Automatic identification and allocation of payout batches to the organization’s account
Mapping of individual transactions to their respective payouts
Capture and linkage of payout data, including transaction-level and payout-level fee transparency

Direct Debit Processing (Automated)

Fully automated handling of one-time and recurring direct debit donations
Automatic generation of SEPA-compliant mandates
Synchronization of direct debit donations and mandates for visibility and management within the system
Ability to initiate direct debit collections directly from the system (e.g. for offline direct debits)
Migration of existing recurring direct debit agreements to automated processing

Manual Direct Debit Processing

Direct debit data can also be transferred and processed when handled manually or via third-party providers

Bank Sync (Offline Donations)

Import of offline donations (e.g. bank transfers) via bank synchronization
Donation data can be reviewed and transferred into the system with a single click

SEPA Mandate Management

Error Logging and Chargeback Handling

Documentation of validation errors and troubleshooting information directly within the system
Updates on failed or reversed payments, including chargeback reasons where provided by the payment provider

Donor Portal for Online Contacts

Donors submitting data via FundraisingBox forms gain access to a personal overview of their donations and recurring contributions
Visibility into donation details such as amount, date, and purpose
Ability to manage existing recurring donations
Direct access to issued donation receipts for transparency
Self-service updates of personal data (e.g. name, address)
Simplified process for making additional donations with just a few clicks

Email Communication

Synchronization of email communications sent via FundraisingBox (e.g. transactional thank-you emails) into the system

Last updated 4 months ago