Step 6: Donation Form (Optional)
On this screen, you can define options for online donations given through personal pages. If you plan to allow donations from personal pages, we recommend that you create a part or element with a Donate button linking to the donation page. After you create a Personal Page Manager part and add it to a web page, a web page named “[Personal Page Manager] PPM — Donate” is generated automatically using the settings you define on this screen. After you create the part, you must update the Donate button link so it directs users to the “[Personal Page Manager] PPM — Donate” page.
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To allow online donations from personal pages, select Support Online Donations. Selecting this checkbox enables the options on this screen. |
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In the Constituency field, select the constituency to assign to new donors who are not already constituents in your database. Donors do not view this information. For more information about constituencies, refer to Constituencies. |
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In the Minimum Gift Amount field, enter the minimum donation a donor can contribute. Enter “0” or leave this field blank to allow donors to contribute any gift amount. |
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To allow donors to contribute a single gift and pay the total amount at the time of the donation, select Allow one-time gifts under Donor Gift Scheduling Options. A One time gift option appears under Type of gift on the donation form. |
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5.
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To allow donors to contribute regular recurring gifts, under Donor Gift Scheduling Options, select Allow recurring gifts. A Recurring gift option appears under Type of gift on the donation form. When a donor selects Recurring gift, Frequency options appear. |
To allow the donor to determine the frequency of the recurring gift on the donation form, select General. Donors can select to make a contribution every week, month, quarter, or year.
Tip: If a constituent donates a recurring gift and selects a start date that is not today’s date, the transaction downloads to Blackbaud CRM. However, the transaction is not sent to your bank merchant when the donor submits the recurring gift. The merchant receives the transaction from the batch output you send to your bank for processing from Blackbaud CRM. For more information about bank merchants, refer to Merchant Accounts.
To define the recurring gift schedules donors can choose, select Specific.
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Select “Weekly,” “Monthly,” “Quarterly,” or “Annually” as the frequency. |
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In the On field, select a day or date donors can choose to schedule the gift. |
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c.
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To add the frequency to the donation page, click Add Frequency. |
Note: To add multiple frequency options to the donation form, enter each custom schedule and click Add Frequency to add the new schedule to the list. Each schedule you enter appears in the Frequency grid.
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Select Allow donor to enter ending date, if donors can specify when the recurring gift ends. |
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In the Minimum Installment Amount field, enter the minimum amount a donor can select to pay for each installment. For example, if you enter “10,” in this field, when a donor selects a pledge installment schedule, each pledge payment must be at least ten dollars. |
Note: You can enter a minimum installment amount to prevent donors from making small payments over a long period of time. For example, if you do not enter a minimum amount, a donor may pledge twenty dollars and choose to pay one dollar each month for twenty months.
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6.
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Under Donor Options, select the options to make available to donors. |
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To allow a company to donate, select Allow corporate gifts. When you select this checkbox, This donation is on behalf of a company appears on the donation form. |
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b.
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To allow donors to give anonymously, select Allow anonymous gifts. When you select this, I prefer to make this donation anonymously appears on the donation form. |
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c.
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To allow donors to enter comments on the donation form, select Allow comments. |
Information entered in the Comments field on the donation form download to the Attributes tab on a gift record in Blackbaud CRM.
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To allow donors to provide matching gift company information, select Allow matching gifts. When you select this checkbox, My company will match my gift appears on the donation form. Donors can select the checkbox and enter the company name in the Company field. If you use MatchFinder Online, Look it up appears next to the checkbox. Visitors click the link to access MatchFinder Online and search for the company. MatchFinder Online contains information about matching gift companies, such as the minimum and maximum gift details and match ratio. |
Note: The program does not support matching gifts for recurring gifts.
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To create a tribute section on the donation form, select Allow tribute gifts. |
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To allow the donor to enter the tribute information, select General. |
Select the checkbox for each tribute type to include in the tribute section. The tribute types listed are entries from the Tribute Types table in Blackbaud CRM.
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To apply all gifts to a specific tribute, select Specific. |
To select a tribute from Blackbaud CRM, click Tribute. A search screen appears so you can search for the tribute. When you return to the Design tab, the Tribute field displays the tribute text and tribute type for the selected tribute. If you select a tribute that does not have a tributee associated with it, you cannot hide the tribute description.
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To remove the Description field from the tribute section on the web page, select Hide tribute description field. |
If you select Hide tribute description, in the Tribute Introductory Text field, you can enter the text to appear at the beginning of the Tribute section on your donation form, such as “This gift is made in honor of someone special.”
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d.
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To improve data entry, select Display tribute name fields as two fields (first/last name). When you select this checkbox, the Tribute section of the donation form displays First name and Last name fields, so donors can enter specific information. |
Note: If you do not select Display tribute name fields as two fields (first/last name), the Full name field appears in the Tribute section of the donation form.
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e.
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Select Display acknowledgee name fields as two fields (first/last name) to create separate name fields for the acknowledgee. When a donor selects Mail a letter on my behalf on the donation form, the First name and Last name fields appear, so the donor can enter a specific acknowledgee. |
Note: If you do not select Display acknowledgee name fields as two fields (first/last name), the Full name field appears on the donation form when a donor selects Mail a letter on my behalf.
Note: When you include tribute information on your donor page, Mail a letter on my behalf automatically appears on the page. When a donor selects this checkbox, name and address fields appear for the donor to enter information for use in a tribute letter.
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Under Designations, click Add designation to choose each designation donors can associate with gifts. A row appears in the grid. |
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In the Designation field, click the binoculars to select a designation to appear on the website. |
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Select the Default checkbox for the designation that gifts apply to when donors do not select designations. |
To provide multiple designations for users to select from, click Add designation and repeat these steps to create another entry. When you do this, the Support multiple designations checkbox appears.
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To allow users to donate to multiple designations, select Support multiple designations. |
When you select this checkbox, Add to Cart appears on the donation page. Similar to purchasing items from a store, users select the designations to donate to.
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Under Impact statement, select a note type to merge in the confirmation screen or acknowledgement email that informs the donor their gift is relevant to the designation. The available note types integrate from the Documentation tab for a designation in Blackbaud CRM. |
To merge the note in the confirmation screen or acknowledgement email, select merge fields in the HTML editor from the Impact Statement node. For more information about the HTML editor, refer to HTML Editor.
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In the Giving Levels frame, you can select suggested giving levels donors view on the personal page. Click Add Giving Level to add a giving level to the grid. In the Display Name column, enter a name for the giving level to appear on the personal page. In the Amount column, enter the suggested amount. If you select Allow Other amount, donors can enter an amount other than the suggested amounts. |
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To select a giving level for your donors, click Add Giving Level under Giving Levels. |
When you include giving levels and select Support multiple designations, each donation made to a fund is considered for the giving level. For example, if a $500 donation is required for Gold status, and a donor donates $250 to the 2008 Annual Fund and $250 to the Building Equipment Fund, the donor does not receive Gold status. If the gift is one $500 donation to the 2008 Annual Fund, the donor receives the Gold giving level status.
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In the Display Name field, enter the name of the giving level as it will appear on the website. |
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In the Amount field, enter the gift amount for the giving level. You can enter the start amount or both the start and end amounts. |
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To include a blank $ Other field on the Donation page, select Allow other amount. |
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To select an appeal for the gift, click Add source under Sources. With this information, your organization can manage how donors learn about donating through the website. |
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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In the Display name field, enter the name of the appeal to appear on the website. |
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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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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 system generated 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 system generated 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.
Warning: To track source information this way, you must use a system generated URL. You cannot use unique URLs or friendly URLs created by a user.
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 system generated 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.
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.
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To require users to select a source, select Source is a required field. If you select this checkbox, you must select the Show In List checkbox for at least one appeal. |
To add additional appeals, click Add source. Another row appears in the grid for you to select another appeal.
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e.
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Under Required Fields, select the checkbox for each donor field to make required on the donation form. To ensure you download the necessary constituent information into Blackbaud CRM, we recommend that you make all these fields required. |
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f.
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Under Attributes, select gift attributes to associate with the donation page. |
Tip: The gift 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.
Tip: The gift attributes that appear in this frame are created in Administration in the Manage attribute categories task. After you process a donation transaction, the attributes you select appear on the Attributes tab of a revenue record.
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In the Display column, select the checkbox beside the gift attribute to associate with the part. To make the attributes required, select the checkbox in the Required column. To change the text of the attribute on the donation page, enter the text to display in the Caption field. |
Note: If you know an attribute exists in Blackbaud CRM but do not see it, check the Settings tab in Sites & settings to make sure the attribute is available in Blackbaud Internet Solutions.
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Under Confirmation Screen, select options for the donation summary that appears after a user submits a donation. |
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To use the program’s default confirmation screen, select Use default confirmation screen. |
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b.
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To customize a confirmation screen, select Use custom confirmation screen. The HTML editor appears. The program’s default confirmation screen appears in the HTML editor for you to customize according to your needs. |
In the box, edit the content to appear for the donation summary. To format the content’s appearance and layout, use the HTML editor toolbar. To include personalized information, use merge fields. For more information, refer to HTML Editor.
In the box, edit the content to appear for the donation summary. To format the content’s appearance and layout, use the HTML editor toolbar. To include personalized information, use merge fields. For more information, refer to the Program Basics Guide.
Tip: Customizations for the confirmation screen remain even if you select Use default confirmation screen. To remove your customizations for the screen, select Use custom confirmation screen and click Load Confirmation Template. The program’s default confirmation screen appears in the HTML editor for you to customize again.
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In the Merchant Account field, select the merchant account to use to process credit card transactions received through the donation form, such as your organization’s IATS account. The system administrator sets up merchant accounts in Administration. For more information, refer to Merchant Accounts. |
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In the Merchant Account field, select the merchant account to use to process credit card transactions received through the donation form, such as your organization’s IATS account. The system administrator sets up merchant accounts in Administration. For more information, refer to the Administration Guide. |
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Under Payment Methods, select the payment types donors can use to contribute to your organization. |
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To associate an eCard with the donation web page, select Include eCards under eCard Options. For more information about eCards, refer to eCards. |