Self Service Giving and Pledge Display

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Presentation transcript:

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 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

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

Questions?