Causeview Requirements

Causeview Implementation Requirements

The Causeview Client Success Team will work with you during the implementation phase to ensure a timely and successful deployment of Causeview.  The Causeview Team has identified the following prerquisites to the start of a Causeview implementation, as well as Out of Scope limitations.

Implementation Partner

Causeview recommends that all customers employ the services of an implementation partner to ensure all requirements outside of the scope of Causeview are understood and addressed.  The Causeview Client Success Team will work with your Implementation Partner of choice to successfully execute the Causeview Deployment as part of this.

Project Scope

The Causeview deployment team will install Causeview to your Salesforce.com instance and (optionally) setup Causeview Portal module(s).

The Causeview installation will include:

  • Application of  standard Causeview layout and elements to Salesforce.com
  • Setup of Stock Causeview forms (online donations and event registrations)
  • Setup of standard acknowledgement letters and receipt templates
  • Integration of approved payment gateway credentials (see below) and authentication of payment processing
  • Application of Causeview licenses to the appropriate Salesforce.com user accounts.
  • Setup and Styling for standard Causeview Portal modules, if required.
  • Up to 12 hours of online training will be provided at regularly scheduled intervals, covering:
    • Campaigns and Appeals
    • Event Management
    • Prospects and Organizations
    • Individuals and Households
    • New Gift Interface (One-Time Gifts, Pledges and Recurring Gifts)
    • Recurring Gifts, Opportunities, Gift Batches and Refunds
    • Receipts, Reports and Dashboards
    • Volunteer Management
  • All or a single topic can be repeated, as desired. Online training is updated with each Causeview release and new staff members can access training when required.

Causeview Pre-requisites

The following are pre-requisites for the installation and enabling of all Causeview features that will be reviewed in detail during the project kick off process by the Causeview assigned Client Success Manager:

  • Specification of an Admin email address
  • Admin login credentials for your Salesforce.com Enterprise Edition instance.
  • URL’s for redirection of successful and unsuccessful payments processed from Causeview online donation and event registration forms.

Payment Gateway and Merchant Account

As part of the integrated Causeview solution, customers will be required to setup a merchant account with iATS Payments, Causeview’s approved integrated payment processing service.  Causeview will work to engage customer with iATS to setup the required accounts and documentation.  iATS offers a fully integrated solution with Causeview, allowing for full PCI Level 1 compliance and peace-of-mind.

Premium Client Success Plan (Included with Causeview Subscription)

Premium Support is available from 9am to 5pm Eastern Time during regular business days (Monday through Friday excluding statutory holidays in Canada) with an initial response within 48 hours through the online self-serve portal for creating trouble tickets and supporting ­­documentation is available 24/7/365.   Please contact us at support.causeview.com

  • Access to help articles and videos
  • Access to public Q&A forum
  • Ability to Log Technical Support help Tickets
  • Unlimited access to Causeview online training
  • Ticket Response Time – 48 Hours – If reported within 9am – 5pm EST on Business Days (Monday to Friday, excluding Canadian holidays), otherwise the appropriate plan response time will be measured based on the start of the next business day.