Nonprofit features

Nonprofits have a more complex commerce problem than most: they need to raise funds, sell merchandise, run events and programs, and engage a community of supporters — often across multiple campaigns and revenue streams — while keeping administration light and reporting transparent. StoreConnect unifies all of these on a single Salesforce platform, giving nonprofits a commerce engine that works with their existing CRM rather than alongside it.

StoreConnect Architecture for Nonprofits

Challenges for nonprofits

  • Multiple revenue streams — donations, memberships, merchandise, event tickets, and op-shop sales are managed in separate systems with separate reporting
  • Donor data fragmentation — donation history, membership status, and purchasing behavior are not connected, making personalised engagement difficult
  • Campaign complexity — running multiple active fundraising campaigns with separate goals, products, and reporting requires significant manual overhead
  • Cost sensitivity — nonprofits need enterprise-grade functionality at a cost structure that reflects their operating model
  • Compliance and reporting — donor reporting, gift-aid processing, and charity governance requirements demand accurate and auditable records

Key features

  • Licensed per org, not by user
  • Accept one-off and recurring donations and sponsorships
  • Sell merchandise, memberships, and receive donations online on the same website and cart checkout
  • Launch multiple sites: seasonal campaigns, for different regions, currencies, and different demographics
  • Integrated booking system: sell courses, seminars, and book various kinds of appointments
  • Complete content management system to fully replace website
  • Rewards points and loyalty
  • Integrated point of sale
  • Subscriptions and memberships, variable and fixed price support
  • Manage your team's fundraising efforts
  • Gift certificates, vouchers, and promotion codes
  • Multiple tax and shipping zones
  • 20+ payment providers including Stripe, PayPal, Square, Adyen, and ZipPay
  • Stock and inventory management
  • Process credit card payments inside Salesforce from an order received by email, mail, phone, or in person
  • Complete 360° view of donors in real time in Salesforce

How StoreConnect addresses nonprofit challenges

Unified platform for all revenue types

StoreConnect handles one-off donations, recurring donations, membership subscriptions, merchandise sales, event bookings, and POS sales in a single platform. Every transaction is recorded as a Salesforce Order — regardless of type — giving finance teams a single source of truth for all revenue.

Donations

  • One-off donations — customers can make a single donation of any amount at checkout
  • Recurring donations — set up monthly, quarterly, or annual giving programs with automated billing; donors can manage their own giving from their account dashboard
  • Child sponsorships — individual children, animals, or beneficiaries can be set up as sponsorable products; donors sponsor a specific individual with a recurring subscription
  • Initiative-based sponsorships — donors can direct their giving to a specific program, project, or campaign

Peer-to-peer fundraising

Supporters can create their own fundraising pages to collect donations on behalf of your organization. Peer-to-peer funds flow into the same Salesforce records as direct donations, with full attribution to the campaign and fundraiser.

Memberships

Membership tiers are managed as subscription products. Members receive access to member-only products, pricing, or content based on their active membership status, managed automatically through Salesforce.

Combined checkout

A supporter can donate, purchase merchandise, and register for an event in a single checkout transaction. No separate cart or checkout flow per product type is required. See combined-checkout-function.

Donor dashboard

Donors manage their own giving from a self-service account dashboard: view donation history, update payment methods, manage recurring gifts, and download tax receipts.

Intelligent donor management

  • Enable Salesforce Chat to allow team members to talk to potential donors and sponsors in real time without them leaving your site
  • All recurring payments are fully automated — once set, they run without manual intervention
  • All financial transactions are captured directly into Salesforce with no syncing delays, including payments and failed payments, each of which can trigger Salesforce workflows
  • Tailor Salesforce reporting dashboards to view sponsorships and donations in real time
  • Extend functionality with Salesforce and AppExchange products to create targeted marketing campaigns based on donor type, donation range, and other categories

Multi-site campaign management

Run multiple fundraising campaigns or program stores from a single Salesforce org — an annual appeal, a capital campaign, and a merchandise store can each have their own branding and product range while sharing the same donor database and reporting.

  • Launch new websites or transactional sites for different campaigns
  • Launch sites for seasonal campaigns and shut down once the campaign is finished
  • Launch sites based on language, region, or currency, all centrally managed from one Salesforce org
  • Manage centralized reporting within Salesforce using standard reports and dashboards
  • Set up detailed permissions for team members controlling who can edit and publish content on which site

Op-shop and event POS

StoreConnect's POS handles in-person sales at op shops, events, market stalls, and fundraising activities. All sales are recorded as Salesforce Orders, connected to the customer record if the customer is known.

Key capabilities

Typical use cases

  1. Annual appeal — a dedicated fundraising store with one-off and monthly giving, a campaign thermometer, and Salesforce reporting on progress to goal
  2. Child sponsorship program — each child is a sponsorable product; donors commit to a monthly subscription and receive updates tied to their sponsored child
  3. Membership + merchandise — members purchase an annual membership and receive access to member pricing on the merchandise store; both flow through combined checkout
  4. Gala and event fundraising — event tickets, table bookings, and silent auction items sold through StoreConnect, with POS at the door
  5. Op-shop network — multiple op-shop locations each with their own POS, sharing a centralized product and donor database
  6. Missionary and mission team fundraising — individual team members manage their own fundraising pages; all funds are attributed to the campaign in Salesforce

Reporting and analytics

Powerful reporting

  • Customer and behaviour data saved into Salesforce
  • Create customized and detailed reports on donations, memberships, products, orders, and customer information using standard Salesforce reports
  • Abandoned cart reporting
  • Subscribe team members to receive automatic report updates
  • Staff Assisted Orders allows you to attribute a sale or donation to a specific team member

Marketing attribution

  • Use UTM tracking to capture the exact attribution of marketing spend against actual orders and donations
  • Monitor funnel efficiency with multiple UTM codes per order, captured by time
  • Use A/B testing and Salesforce reporting to fine-tune marketing spend to the most effective channels

Relevant Salesforce tools

  • Nonprofit Success Pack (NPSP) — StoreConnect Contact and Account records are compatible with NPSP's donor management model; donations can be recorded as NPSP Opportunities where required
  • Nonprofit Cloud — next-generation Salesforce nonprofit platform; StoreConnect data integrates with Nonprofit Cloud objects and reporting
  • Marketing Cloud — donor journey automation, appeals, and re-engagement campaigns
  • Experience Cloud — peer-to-peer fundraising portals and donor community sites
  • CRM Analytics — campaign performance dashboards, donor retention reporting