EASY MONEY: EVENTS WITH DONATIONS

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Presentation transcript:

EASY MONEY: EVENTS WITH DONATIONS Jennifer Meiners and Katie Foutz Augustana College – Sioux Falls, SD @jennymeiners | @kfoutz |augielink.com

ABOUT US 1,800 students 25,000 alumni

Hashie got hitched.

Gift Processor vs. Event Manager Jenny: why we decided to do events with donations

Gift Processor vs. Event Manager Wants to process the gift immediately. Our gift processor records gifts from the confirmation email. Katie: gift processor doesn’t want to wait to the end of the week or the month, and with fiscal year in the middle of summer, homecoming registration straddles two fiscal years and gets more complicated.

Gift Processor vs. Event Manager Wants to process the gift immediately. Our gift processor records gifts from the confirmation email. Wants to process the gifts when registration closes. Has multiple events at the same time. Jenny: event manager wants

Sometimes … Jenny

Events with Donations It was SO. EASY. Easy for event registrants to give. Easy to add to forms. Easy for gift processor. Easy for event manager. Katie (press easy button)

Why we love it Formatting carries over Registrants have choices Appeal codes Promo codes Role-basing Changes to campaign = changes to event with donation Jenny Formatting carries over from the campaign. Along with the admin confirmation email set ups. Registrants have choices in both designation and payments. (if the admin chooses to give them those options) Appeal code as to which event they gave on is automatically included in the email and/or report. Promos codes only discount event portion. You can role base the donation category just like any other. Changes to the Campaign (example: add new designations) are automatically added to the event with donation category.

HOW TO add a donation category to an event Katie

How to add a donation category to an event Create a campaign (if you don’t already have one). Add a commerce item that drives registration.** Manage Form > Choose Add Donation Category Katie: It’s as easy as adding a category to an event.

4) Choose your campaign and turn on or off options. 5) PROFIT. Katie … and wait for the money to roll in.

SPECIAL CASES Katie

Special case: Event templates A Brilliant Solution We Learned at Sizzler ‘13: Make an event called Event Template and always clone from that event. Add a little reminder to add the event with donation category. Jenny: When cloning an event with a donation category, only the event portion will be cloned and the donation portion will be ignored.  The admin will need to add the donation category to the cloned event to ensure that it is connected to the appropriate campaign.

Special case: Event templates A Brilliant Solution We Learned at Sizzler ‘13: Make an event called Event Template and always clone from that event. Add a little reminder to add the event with donation category. Jenny: When cloning an event with a donation category, only the event portion will be cloned and the donation portion will be ignored.  The admin will need to add the donation category to the cloned event to ensure that it is connected to the appropriate campaign.

Events with activities Special case: Events with activities Create a campaign (if you don’t already have one.) Add a commerce item that drives registration.** Manage Form > Choose Add Donation Category 4) Choose your campaign and turn on or off options. 5) Profit. Jenny

Jenny: I added a commerce item field that drove registration but was only visible to SuperAdmin. Then, I could add a donation category, and not confuse the registrant with a question about the general event. As long as the registrant bought one of the ticketed items, they received a yes confirmation email. All of the activities were ticketed.

Registrations for the general event are zero Registrations for the general event are zero. Registrations for specific activities are recorded. Jenny

Viking Days 2014 is packed with several events Viking Days 2014 is packed with several events! Please choose an activity from the drop-down list below to see who is attending or choose "Event and All Activities" to see everyone attending. Jenny: Your attendee list will show no one is coming to the general event. Add text regarding activities and to choose either one of the activities or “Event and All Activities” to see everyone coming.

Viking Days 2014 is packed with several events Viking Days 2014 is packed with several events! Please choose an activity from the drop down list below to see who is attending or choose "Event and All Activities" to see everyone attending. Click on any category title to sort by that item or use the search box below to find a specific name or year. Viking Days 2014 is packed with several events! Please choose an activity from the drop-down list below to see who is attending or choose "Event and All Activities" to see everyone attending. Jenny: Your attendee list will show no one is coming to the general event. Add text regarding activities and to choose either one of the activities or “Event and All Activities” to see everyone coming.

RESULTS Jenny

RESULTS Creative Spirits Jan. 30, 2014 6 donors out of 50 registrants $25 ticket cost, 1 $50 donation 4 grads from the last 10 years 2 first-time gifts Jenny

RESULTS Overall 23 donations made through events 6 donations were from free events 5 first time gifts 1 donor hadn’t given since 1995 6 parents 1 $400 gift Total collected: $1,200 Jenny

THAT WAS EASY. Jenny and Katie