GiftWorks Online Donations

Transcription

1 GiftWorks Online Donations Getting Started GiftWorks Online Donations delivers a fast, convenient tool for accepting online donations (through your website or through an link) and downloading those donations to GiftWorks with just a few clicks. See the immediate results of online donations, and easily analyze your online donations with the power of GiftWorks just like any of your other fundraising appeals. GiftWorks Online Donations integrates seamlessly with GiftWorks. This means that you can view your online transactions at GiftWorks Live and then download those transactions to GiftWorks. If new donors make online donations, they will be added to GiftWorks and your donor list will grow. If existing donors make online donations, they will be updated in GiftWorks with new donation history and other donor information collected through the online donation form. GiftWorks Live GiftWorks Live is the online host of GiftWorks services, designed to help you maximize your fundraising potential. GiftWorks Live Account you will receive two s once your GiftWorks Live account has been created. Your Organization will only have one GiftWorks Live account, however multiple users can be added and you can define the permissions users have for each GiftWorks Live service. Each user will sign in with a different username and password. The first will include your account number, your username and password and a link for you to access GiftWorks Live. The second will give you specific steps activate your GiftWorks Live account. Merchant Account In order to accept online donations, you must apply for and be approved for an internet-enabled

2 merchant account. This is an account with a bank that enables you to accept payments via credit card and E-checks. Your merchant account allows you to receive immediate payment after a donation is made. In addition, your organization s name will appear on the donor s credit card statement. GiftWorks Online Donations walks you through the application process and prepares the necessary documents for approval. The information provided during the Signup process will be used to complete an application that must be printed and signed. Before you click Begin Signup, download and read the Signup Checklist. You will want to have all the information needed to complete each step to streamline the process. The Checklist also provides information about the required forms and information that must be faxed to Mission Research. After the documents have been completed, you will need to fax the forms to Mission Research. Once approved, you will receive an notification that the account is open and you can begin to use your Online Donations service. Until the merchant account is approved, the Online Donations service status is pending. You will see the screen below when you go to the GiftWorks Live website. Enter your username and password to sign in to GiftWorks Live. Getting Started The first time you sign in to GiftWorks Live you will see the screen below. Click on the Add a Service link.

3 Next, click on the Add Service link under Online Donations. Click on the Begin Signup button. Fill out the questionnaire. This will automatically fill out the necessary fields within the application for you. 1. Organization Details

4 2. Organization Addresses

5 3. Officer info 4. Bank info 5. Review and Accept - Download the forms and then print them out. Check the boxes to confirm.

6 6. Fax Agreements Add Other Users You can add other users to your GiftWorks Live account. The person who set up the account will be listed as the Admin in the User List, and all other users will be listed as User. Click on Home at top of screen. Select the Add other users link to add other GiftWorks Live users. Every user will sign in with a username and password. Donation Page After your merchant account is created; you will be sent another notifying you that your Online Donations account has been activated.

7 You can now sign in to GiftWorks Live and create a donation page to accept online donations. Your donation page will open when donors click on the Donate Now! button on your website. The donation page is a secured form donors will complete to make online donations. GiftWorks Online Donations provides the tools to edit and customize your donation page. Click any of the tabs in the Donate Page section to configure your donation page. Donation Page Theme You can personalize the default theme page and edit its colors, or you can select a page from the Theme Library to edit and match the look of your website. The edit option gives you more control of the page design. Click on a theme to activate it and then click on the Personalize link to make changes to the page, or click edit to edit the files for the page.

8 The personalization options include editing the title for the page, the side bar content, and the footer content. Click Save to save your edits. Click on the Theme Colors tab to edit the background and form colors of the donation page. Click Save to save your edits. At any time you can click the View Donation Page link to view the status of your edits. Donation Page Amounts You can define the preset dollar amounts shown on the donation page that donors can choose from when making a donation. Donors can also select Other to make a donation for a different dollar amount. Enter a minimum amount and a maximum amount that donors can enter for a valid online donation, as well as select to show the maximum amount. Click Update Amounts to save changes. Donation Page Restrictions You can add donation restrictions to your donation page. A restriction can be a campaign or a program area that donors can select from a dropdown list on the donation page.

9 Restrictions provide donors a more personal connection to your organization by allowing them to say how they would like their online donation to be used or directed. Enter a restriction name and description. Click Add New Restriction to save the restriction. Click the Edit link next to the restriction to edit the details of the restriction.

10 Check the Show Extra Text Field box to allow donors to define how they would like the donation to be used, or to provide another option for donation restrictions. This adds an additional text field to the donation page where donors can insert a donor defined restriction or to specify how they would like the donation to be used. You might, for example, use this option for donors to select a particular program area to which they want their donation directed. Enter the details and click Update Restriction to save changes. Donors can select restrictions from the Please Direct My Donation To dropdown list. The extra text field appears on the donation page. The donation restrictions are also available to insert in the customized online donation receipt sent to donors. Restrictions selected by the donor can be used to direct the online donation to the corresponding campaign, fund, and appeal when you download transactions to GiftWorks. Use the donation fields in the GiftWorks Mailing Center to customize donation thank you letters for online donations just like other donations. Donation Page Settings You can optionally include the phone number and company name on the Donation Page, and select if the field is a required entry when completing the form. GiftWorks Online Donations integrates with GiftWorks so that any donor information collected for an online donation, like phone number and company name, will be included in the donor information for new donors added to GiftWorks when you download your online donations. Click Update Fields to update the Donation Page. Donation Page Buttons Select a style and color from the dropdown list for the Donate Now! button that you will add to your website.

11 Once you have finished creating your donation page, copy and paste the code into the appropriate place in your website s HTML. You can also add a Donate Now! link to your organization s s. Copy the link and insert it in your messages, or use the link as part of your signature for all outgoing s. Donors can now make online donations. Options There are several Online Donations account settings you can manage when you click on the Options tab. Account Settings Select Account Settings to view your organization s online donations account and merchant account information.

12 Receipt Settings Select Receipt Settings to edit the donors receive when they make online donations to your organization. Click the Insert Field dropdown list to add donor and donation fields to customize the receipt. Edit the message and the click Update Settings to save the changes. Notifications Select the Notifications option to add multiple recipients to the list of who at your Organization receives a notification when donors make online donations. This is usually an internal notification list for use in your organization. Enter your address. Separate multiple addresses with a semi-colon. Click Update Settings to save the changes. Permissions Select Permissions to specify what users are allowed to do within Online Donations. The Admin has full control of the Online Donations service, and Users have varying degrees of control. Select the roles for the users and then click Update Settings to save the changes.

13 You may want to add your website developer as a GiftWorks Live User and then select Allowed to make changes to the donation form in the Online Donations permissions to give your developer remote access to update and edit the donation page without being able to view or import donations. Recurring Payments Select Recurring Payments to view or cancel any recurring payments donors setup through the donation page. GiftWorks Live Add-in You will need to install the GiftWorks Live addin to be able to download the Online Donations into GiftWorks. To do this, close GiftWorks. Next, choose to download and install the Live Addin for the version of GiftWorks you have installed.

14 After it is installed, you will see the LIVE icon at the top of the screen the next time you sign in to GiftWorks. In GiftWorks, click on the Donations section and then select Download Online Donations in the GiftWorks Live menu to get started. Dashboard The Donations Dashboard provides an overview of your online donations. You can move your mouse over the transaction chart to see how many transactions occurred for a certain day. You can also click the transactions today link or this month link to view more details about transactions. Transactions The Transactions tab provides more details about your online transactions. Select a date range from the View dropdown list. When an online donation is made, the status of the transaction will be Accepted, Declined, Error, Pending or Uploaded. You can view transactions by status by selecting the View date and then select a Status from the dropdown list. The donor name, the GiftWorks Download Status, the transaction status, and amount of donation are shown in the main work area. Click the Edit link next to any transaction to view more details about the transaction. New transactions are ready to be downloaded to GiftWorks. Downloaded transactions already have been downloaded to GiftWorks.

15 You can change the GiftWorks Download Status from New to Downloaded if you do not want to download the transaction to GiftWorks. You might want to change the status to Downloaded if you believe there is an error with the donation and you do not want to download the transaction to GiftWorks, for example. You can also change the GiftWorks Download status from Downloaded to New if you want to download the transaction again to GiftWorks. You might need to download transactions again if you do not backup GiftWorks and you lose transaction information, for example. Downloading Online Donations to GiftWorks When you are ready to download online donations to GiftWorks, click on the Donations section of GiftWorks and then select Download Online Donations from the GiftWorks Live menu. Sign in to GiftWorks Live Enter your GiftWorks Live username and password. GiftWorks will search for any new donations to download. If there aren t any new donations, you will not be able to proceed through the download steps. Verify Transactions

16 Click on any of the donations to view more details. GiftWorks will automatically search for a matching donor for the donation based on display name, and first and last name. Click the Edit Transaction link to edit donor information, add the donor to a mailing list, and to edit the transaction information. Click the Automatic link and choose Select an Existing Donor to change the donor to an existing donor in GiftWorks, or you can choose Always Add a New Donor to add a new donor to GiftWorks for the online donation regardless if the donor already exists. Choose Options

17 Select a Fund, Campaign, and Appeal for the donations that are being downloaded to GiftWorks. You can also choose to add the donors to the Receipts mailing, the Donations Thank-You Letters mailing, and to add the donors to a mailing list. Download Transactions Click on the Download Transaction button to download transactions. GiftWorks will import each donation and alert you to any errors. Finish A Downloaded Transaction Summary appears in the main work area. You can also view online donations along with other donations in the donor s donations tab. For additional information on GiftWorks Online Donations, please visit our YouTube channel and go to the GiftWorks Online Donations playlist. You can also read the GiftWorks Online Donations FAQs located in our Customer Care Center s Knowledgebase.