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fundraising Webinar – September 28, 2011

fundraising Webinar – September 28, 2011. webinar topics. basic principles gateways pages (receipting / error messages / form fields) transactional data transaction management widgets profiling email messaging / conditional copy upcoming features. Basic Principles.

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fundraising Webinar – September 28, 2011

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  1. fundraising Webinar – September 28, 2011

  2. webinar topics • basic principles • gateways • pages (receipting / error messages / form fields) • transactional data • transaction management • widgets • profiling • email messaging / conditional copy • upcoming features

  3. Basic Principles • donation pages are created in your Engaging Networks account • supporter data is transmitted from your page to a payment gateway for authorization • transaction data (apart from cc number and security code) are retained in the Engaging Networks account • advantage: donation pages can be completely customized • advantage: transaction data allows for supporter profiling and segmentation

  4. Gateways: Worldpay • Worldpay offers two gateways: • Business Gateway • Corporate Gateway • Worldpay does not support PDD • all data is transmitted via secure XML as opposed to secure post • multiple currencies can be offered on the same donation page • 3D Secure is fully integrated

  5. Gateways: Worldpay • Corporate Gateway supports extensive currencies and international payment methods (credit cards and bank payments) • Corporate Gateway supports recurring transactions that are managed via the Engaging Networks account (pay as order) • Business Gateway supports fewer payment methods and requires a hosted page for recurring transactions (future pay)

  6. Gateways: IATS • IATS uses ‘https post’ to transact data with our servers • a variety of currencies are offered; however, a unique merchant account is required for each currency • donation pages submit to a specified server for each currency which prevents multiple currencies from being presented as an option on the same donation page • recurring payments are submitted to IATS and managed through the IATS merchant account • payment methods include North American ACH and major credit cards

  7. Gateways: RSM • RSM is offered for both paperless direct debit (PDD) and credit cards / debit cards • multiple currencies are available and can be submitted with the donation page to a single location • recurring credit card transactions are managed using the Engaging Networks account • RSM can also manage PDD recurring transactions (optional)

  8. Gateways: Moneris • Moneris offers two gateways: Canadian Gateway and US Gateway • both gateways support single and recurring credit card transactions • currencies are limited to Canadian $ and US $ • the US Gateway includes an option for ACH payments • recurring transactions are managed in the Moneris merchant account

  9. In Development • RSM credit card (recurring) • Paypal • receipt filtering • form templates (paperless direct debit) • 3D Secure (iframe) • pledges • supporter notes • peer-to-peer

  10. Need Help? • a link to the webinar recording will be sent via email • links to help documents and videos will also be emailed • contact us

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