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After the Canvass

After the Canvass. ePledge A tutorial for canvassers: Assisting donors to make their gift online. Do Not Print! N ote the length of the material. Module 2 Version 3. Do not print this material. This material is a tutorial I t is animated, and

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After the Canvass

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  1. After the Canvass ePledge A tutorial for canvassers: Assisting donors to make their gift online Do Not Print! Note the length of the material Module 2 Version 3

  2. Do not print this material • This material is a tutorial • It is animated, and • It is meant to be viewed in Presentation format • In PowerPoint 2007 • From the Ribbon, please select Slideshow/from beginning; Or • Select the presentation screen at the bottom of the PowerPoint window (next to the zoom option)

  3. Table of Content • What is ePledge? • Things you need to know • Logging in • Access Page Elements • New user • Returning user (same department) • Returning user (different email) • ePledge — Payroll Deduction • Choosing where to give • Named recipient organizations • Other United Ways • Other Canadian registered charities • A note on privacy preferences • ePledge — One-time Credit Card donation • ePledge — Monthly Credit Card donation • ePledge — Making a PayPal donation • Creating or Updating My Profile • My Donation History • Tracking and Reporting

  4. What is ePledge? • ePledge is the main mechanism used to make a donation to a charitable organization through the GCWCC • Use ePledge for donations by • Payroll • One time Credit card • Monthly credit card • PayPal (one time) • But what about the Gift Form? • In organizations that have adopted ePledge, the Gift form must be used for the following gifts: • Cash • Cheque • Upon donor request, the Gift form (see Module 3) can be used for Payroll and Credit Card donations.

  5. ePledge is… • A series of 10 pages • 2 Access pages • 4 donation pages • 2 verification pages • 1 profile page • 1 donation history page

  6. The Login page

  7. The Access Page

  8. A screen that lets you choose how you wish to pay for your donation

  9. Payroll or…

  10. Credit Card

  11. A screen to choose your charities of choice

  12. A screen to verify your gift

  13. A confirmation screen

  14. There is also a profile page that contains information that allows us to issue a receipt!

  15. And (New!) a donation history page

  16. That’s basically ePledge! • For a step by step approach, the following slides should answer any and all questions that you might have Welcome to ePledge!

  17. Content • In the next 15 minutes, you will learn how to • Help someone log on to ePledge • Guide donors to make their ePledge gift through • Payroll deduction • One-time credit card • Monthly credit card • Help donors view/modify their profile • Show donors how to view their donor history • Tracking and reporting in an ePledge world

  18. Things you need to know • For security purposes, ePledge will automatically logout the user when it is inactive for more than 15 minutes • Using the browser “back” button will logout the user – use the left hand menu, or the appropriate button at the bottom of each page (cancel, back, etc.) • For Payroll Deductions, the donor must have unique departmental information in addition to the PRI/REG/employee number. This information includes the Dept Code, Pay List Number, and Pay Office and can be found • On the donor’s pay stub / PWGSC’s Compensation Web Application; or • Some departmental leave system (e.g. PeopleSoft) may also have this information • Donors can use ePledge to make any combination of Payroll Deduction, one-time credit card, and monthly credit card donation

  19. ePledge National Capital Region (NCR)* Currently, the GCWCC ePledge is only availableto the NCR campaign. Employees working outside of the NCR must still use the National GCWCC Gift form.

  20. ePledge Registration • The links provided to employees will direct them directly to their department’s ePledge registration page • This is where a donor registers to access ePledge • The process is slightly different depending on whether the user is • A new user; • A returning user, with the same email as the one used last year; or • A returning user that gave last year through the GCWCC, at another government department

  21. New User Registration • New users are to enter their work email User work email • Important Note! • In ePledge, the User ID = the work email address • This is theonly way that ePledge recognizes individuals

  22. Login: New User Registration page • If the new user’s email address is NOT recognized, he/she will be asked to provide information like • Full name • A new password (8 characters, alphanumeric, not case sensitive) and hint • Complete home address • Branch and division

  23. Login: New User Registration page • Finally, type in the verification code provided on the screen • it will be different than the one pictured here • Then click Register

  24. New User Registration • If the new user’s email address is recognized (e.g. has been previously submitted on the Gift form) • The verification code provided on the screen must be entered • It will be different than the one pictured here • Then click Register User work email • Important Note! • In ePledge, the User ID = the work email address • This is theonly way that ePledge recognizes individuals

  25. New User Registration page • In both cases, a system-generated “Registration Confirmation” email that includes a link to confirm the registration will be sent to the donor • When the User clicks the link in that email, their ePledge registration will be confirmed

  26. New User Registration page • For the new user whose email address was recognized, a second system-generated “Registration Complete” email will then be sent to the user • confirming their User ID and • prompting the user to set their password (if not yet done) • Click here to set the password, and access ePledge

  27. You’ve made it in!

  28. But what about returning users? • Remember! The process is slightly different for returning users • Click the links to find out about • A returning user, with the same email as the one used last year; or • A returning user (OGD) that gave last year through the GCWCC, at another government department

  29. Welcome screen • Noticethat several elements* are available on this screen! • The security certificates • The Privacy statement • The Technical support • There are also new things on this screen! • The greeting, with donor name • A left side menu where the donor can choose to • Pledge now • Update their profile • View their Donation history • Get Help • Log out *Click here to find out why these elements are important

  30. Making a Donation

  31. Making a donation • To start, click on Pledge Now • There are two Pledge Now buttons

  32. Making a donation • As you can see, Donors can use ePledge for four methods of donations* • Donors simply have to click on the radio button of their preferred method of payment • We’ll start by the Payroll Deduction *For cash or cheque donations, donors must use the Gift Form

  33. Making a payroll deduction donation • This screen will be tailored specifically to your organization, so it may not look exactly as you see here Not all employee categories (term, casual, etc.) can give through payroll deduction. Find out from your GCWCC campaign team!

  34. Making a payroll deduction donation • Typically, the donor can see • The amount he/she gave last year • The number of pay periods • The payroll office requires that the Donor provide this information • This information is located on the donor’s pay “stub”* • Note that some departmental “Leave systems” may also have this information • Please note that the Pledge Amount will be determined according to the sum of the donation • Click Next * As of April 2013, donors may need to access this information on PWGSC’s Compensation AppliWeb

  35. Choosing where to give • This is where donors indicate to which charitable organization(s) they would like to make their donation Note The amount to be entered in the donation field is the full amount (per year) designated to that charity. It is not the “per pay” amount.

  36. Choosing where to give • Before we begin, note that there is a link to Canada Revenue Agency’s Charitable donation tax credit estimator • This enables the donor to estimate the reduction on his/her income tax

  37. Choosing where to give • The three named recipient organizations for the GCWCC in the National Capital Region are featured here • United Way Ottawa • CentraideOutaouais • Healthpartners $200.00

  38. Choosing where to give • The three named recipient organizations for the GCWCC in the National Capital Region are featured here • United Way Ottawa • CentraideOutaouais • Healthpartners $200.00

  39. Choosing where to give • The three named recipient organizations for the GCWCC in the National Capital Region are featured here • United Way Ottawa • CentraideOutaouais • Healthpartners $200.00

  40. Choosing where to give • Donors can also give to • Any other United Way/Centraide in Canada; and

  41. Choosing where to give • Donors can also give to • Any other United Way/Centraide in Canada; and • Any other Canadian Registered Charities

  42. Choosing where to give • To give to other United Ways, the donor must • click on the link, then

  43. Choosing where to give • To give to other United Ways, the donor can • click on the link, then • Scroll through the list of other United Ways • Listed numerically, as seen on the calendar • Click the “next page” button until you find the United Way that you’re looking for

  44. Choosing where to give • To give to other United Ways, the donor can • click on the link, then • Scroll through the list of other United Ways • Listed numerically, as seen on the calendar • Click the “next page” button until you find the United Way that you’re looking for • Add the amount in the corresponding box $200.00

  45. Choosing where to give • To give to other United Ways, the donor can • click on the link, then • Scroll through the list of other United Ways • Listed numerically, as seen on the calendar • Click the “next page” button until you find the United Way that you’re looking for • Add the amount in the corresponding box • Click Add $200.00

  46. Choosing where to give • To give to any other Canadian registered charity • This section contains information on most charities supported by the GCWCC donors in the past • Donors can search by keywords or registered charity number • Click Search Pipe • Note • There is a minimum $26 donation for all other Canadian registered charity.

  47. Choosing where to give • Charities containing that search criteria already in the GCWCC database will be listed • Enter the amount to designate to this charity • Click Add $200.00

  48. Choosing where to give • If the donor’s charity is NOT found, donors can manually enter their chosen charity by clicking here

  49. Choosing where to give • In the new window, donors can click here to search the CRA registered charity database

  50. How to search for a registered charity • Search CRA (a separate web browser window will open) • Type in a portion of the Charity name • Click Search Children

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