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Self Service Giving and Pledge Display

Self Service Giving and Pledge Display. Courtney Nichols and Brendon Woodworth. Client Example. Client View. Admin View. Email Marketing and Content Pages. Using tokens in the URL

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Self Service Giving and Pledge Display

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  1. Self Service Giving and Pledge Display Courtney Nichols and Brendon Woodworth

  2. Client Example • Client View Admin View

  3. Email Marketing and Content Pages • Using tokens in the URL https://securelb.imodules.com/s/1614/supportIndex.aspx?sid=1614&gid=1&pgid=504&cid=1281&bledit=1&sort=1&dids=##designations_IDs##.7211 • Using Email Marketing with tokened URLs and PrePop

  4. Gotcha Moments • Things to watch out for • What about those people that have no giving history, pledge information, what do you show them? • Need to populate a data field with the IMODULES designation ids • Person needs to be logged in before they receive the link to the form in order to pull in the dids • Don’t make a pledge but make a gift, failed CC transaction they aren't notified – commerce items trigger registration so you need to utilize the “not registered” confirmation email • Allow events with donation feature on non-commerce events - ENC-14367 • Only a single gift can be made through event with donations, you will periodically need to clear the event transactions (once a month, prior to a solicitation, etc.) • Donations module has to be on first step

  5. Questions?

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