Design Sponsorship Form
For information about how to create or edit a part, as well as the tabs on the Edit Part screen, see Create and Edit Parts.
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1.
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From the Design tab, under Opportunity Display, select whether the display is for a child or project opportunity. In the HTML editor, design the display that appears when a sponsor selects an opportunity from the search results. You can select the fields to appear and format content appearance and layout. For information about the HTML editor, see HTML Editor |
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2.
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Under General Payment Options, in the Constituency field, select a constituency to assign to sponsors. |
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3.
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To offer sole sponsorship for opportunities with multiple sponsorships available, select Offer sole sponsorship. If a sponsor chooses to be the sole sponsor, he purchases all sponsorships for that opportunity. |
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4.
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Under Attributes, select revenue attributes to associate with the sponsorship page. |
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a.
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Select Display for the attributes to include in the Additional Information section of the display. |
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b.
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In the Caption column, enter the text to appear for the attribute on the website. If you do not enter a caption, the attribute name appears on the website. |
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c.
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To make the attribute fields required, select Required. |
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d.
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In the Validation Message field, enter a message to display a message when the user fails to enter a value for a required attribute field. |
Tip: The revenue attributes that appear in this frame are created in Blackbaud CRM. After you process a donation transaction, the attributes you select appear on the Attributes tab of a revenue record.
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5.
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Under Sponsorship Gifts, select Allow sponsors to purchase sponsorships as gifts to add an option that allows sponsorship gifts. |
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6.
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If you select Allow sponsors to purchase sponsorships as gifts, the Allow sponsors to send eCards when they purchase sponsorships as gifts option appears. Select this option to allow sponsors to send eCards when they purchase sponsorships as gifts. Additional options for eCards appear. |
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a.
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Under Available eCards, select the eCard templates that sponsors can use. |
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b.
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Under Display Options, select how the selected eCard templates appear on the part’s Choose screen on your website. |
To display all the eCard templates together, select Display the templates in a single listing.
To display the eCard templates by category, select Display the templates in separate listings by category. When you select this option, your website users can browse for a template by its category.
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c.
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Select whether the personal message field on the part’s Personalize screen on your website generates plain text or rich text. |
Note: All email applications can easily read the plain text format, but they do not allow users to adjust the text’s color, font, or format. With rich text, users can adjust the text’s format and embed pictures and links, but not all email applications can easily read the rich text format. Applications that do not support the rich text format convert the text to the plain text format.
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d.
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In the Maximum height and Maximum width fields, enter the maximum size, in pixels, of the thumbnail preview image of each template. |
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e.
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Under Sender and Recipient options, determine the maximum number of eCard recipients and whether to provide first and last name fields for senders and recipients. |
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f.
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In the Maximum recipients field, enter the maximum number of recipients for an eCard. You can allow website users to send eCards to a maximum of 100 recipients. |
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g.
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To provide one name field for the sender and one name field for recipients, select Display all as single fields. To display First name and Last name fields for both the sender and recipients, select Display all as separate first and last name fields. |
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7.
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Under Additional Donations, to include an additional contribution field on the sponsorship page, select Allow sponsors to make additional donations. Designation options appear. |
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a.
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The ability to credit the opportunity’s designation with an additional donation defaults in the first row. In the Display Name field, enter text to appear for the option a user selects to apply the donation to the opportunity. For example, enter “Make a special cash gift to your child”. |
Tip: If you do not want a user to be able to make an additional donation for an opportunity, click Remove beside this row. The Allow additional donation to opportunity button enables for you to include this at a later time.
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b.
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To include other designations to credit for additional donations, click Add Designation. A row appears with a binoculars icon for you to select a designation. Click the binoculars to search for a designation. |
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c.
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After you select a designation, in the Display Name field, enter the name of the designation as you want it to appear on the website. |
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d.
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If the sponsor does not select a designation, select the checkbox in the Default column for the designation additional gifts should apply to by default. |
For each additional designation to make available on the page, click Add Designation. Another row appears in the grid for you to include another designation. When you add multiple designations, you provide a list of designations for sponsors to select from.
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e.
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In the Minimum donation amount field, enter the minimum donation a sponsor can contribute. Enter “0” or leave this field blank for no minimum amount. |
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8.
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Use the options under Appeals to manage how sponsors learn about sponsorships through the website. |
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a.
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To include an appeal, click Add Appeal in the Appeal column. The Appeal Search screen appears so you can select an appeal. |
Tip: When you select source information, a How did you hear about our site field appears on the donation page. In this field, users can select from the appeals you select in this step.
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b.
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In the Display Name field, enter the name of the appeal as it will appear on the website. By default, the text entered in the Appeal Name field on the appeal record in Blackbaud CRM defaults in the Display Name field. |
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c.
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In the Default column, select the checkbox for the appeal to use when the user does not select an appeal. |
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d.
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To hide an appeal from the How did you hear about our site field, clear the checkbox for the appeal in the Display column. |
When you do this, you can add source information to the end of a URL in an email that navigates the recipient to your donation page. For example, create a link to your donation page in an email message. At the end of the URL, add &source=camp. When the recipient clicks the link, the How did you hear about our site field does not appear on the page. The appeal stores automatically based on the source information in the URL.
If the Display checkbox is selected for the appeal and a user navigates to the donation page via a URL without source information, the How did you hear about our site field appears on the page.
Note: The source information must include the appeal ID from Blackbaud CRM. For example, if the appeal ID in Blackbaud CRM is Annual2008, add &source=Annual2008 to the end of the URL. If the appeal ID includes a space, replace the space with a %20. For example, if the appeal ID is CAMP LETTER add &source=CAMP%20LETTER.
To add additional appeals, click Add Appeal. Another row appears in the grid for you to select another appeal.
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9.
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Under Payment Schedule select the payment options for recurring gifts. |
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Force start date —If you select this option, you can select a frequency (weekly, monthly, quarterly, semi-annually, annually) to associate with the recurring gift. |
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General — If you select this option, sponsors enter the payment frequency when they purchase the sponsorship. |
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Specific — If you select this option, you can select the payment frequencies available to sponsors. Click Add Frequency to add the option to the form. Select Allow sponsors to enter an ending date to allow sponsors to enter an ending date for recurring payments. |
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10.
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Under Payment Setup, select the payment options for website users. |
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a.
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If your organization uses multiple general ledger account systems, the Account system field appears. In the field, select the GL account to post sponsorship payments to. |
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b.
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In the Payment page field, select the web page to use to process donations. The Payment 2.0 part on the selected page determines the payment methods and merchant account used to process donations. For information about the Payment 2.0 part, see Payment 2.0. |
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c.
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In the Payment method box, select the payment methods available to sponsors. Credit card is included by default so it does not appear as an option. |
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d.
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In the Payment page expiration limit field, enter the number of minutes an opportunity can remain in the shopping cart before the transaction times out. If the shopping cart times out, the hold on the opportunity is removed. For no expiration limit, enter a value of 0. |
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e.
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In the Sponsorship page expiration limit field, enter the number of minutes an opportunity selected from the search results page can remain on hold before the transaction times out. If the sponsorship page times out, the hold on the opportunity is removed. For no expiration limit, enter a value of 0. |
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11.
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Click Next. On the screen that appears, design the email acknowledgement sent when a sponsor completes the sponsorship payment transaction. You can select the fields to appear and format content appearance and layout. |
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12.
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Click Save. You return to Parts. |