Entering a Pledge On the Computer Video Tutorial

Welcome! Thank you! Thank you! This is a guide This is a guide Please make sure to complete review questionnaire on our website! Please make sure to complete review questionnaire on our website!

Taking Pledges on the Computer CAUTION! CAUTION! Direct Link to our Database Direct Link to our Database CORRECT information is REQUIRED! CORRECT information is REQUIRED! If unsure, use paper. If unsure, use paper.

Signing On Link is on desktop Link is on desktop Enter your name Enter your name Click on the grey box with the green check Click on the grey box with the green check

Online Pledge Page Sections Contact Information Contact Information Donation Donation Pledge Payment Options Pledge Payment Options Club 93 Club 93 Confirm Gift Confirm Gift Submit Submit Confirmation Page Confirmation Page

Contact Information Ask – Have they ever given to WAKW before? Ask – Have they ever given to WAKW before? If they have, they’re in our system, and you need to find their record. (SEARCH) If they have, they’re in our system, and you need to find their record. (SEARCH) MAKE SURE to SPELL CORRECTLY MAKE SURE to SPELL CORRECTLY

Pulling a Record Spell correctly ; hit SEARCH Spell correctly ; hit SEARCH Select the record of the person you want Select the record of the person you want Once it’s open, it’s being changed Once it’s open, it’s being changed If you don’t find the right person in the search, close out without selecting a name, and continue entering information. If you don’t find the right person in the search, close out without selecting a name, and continue entering information.

Donation Section Dollar-A-Day ($35 per month) Dollar-A-Day ($35 per month) CLUB 93 ($93 per month) CLUB 93 ($93 per month) Only ONE ‘Other Amount’ box Only ONE ‘Other Amount’ box –Computer will calculate FOR YOU –You just need to know where to look –You just need to know where to look

Pledge Payment Options Same Options as paper form. Same Options as paper form. If you click on Credit Card or EFT, a section will appear for you to fill in additional information If you click on Credit Card or EFT, a section will appear for you to fill in additional information

Calculating TOTAL GIFT The computer wants to automatically calculate what a monthly gift would total after 12 months (though there is no time requirement to our donor’s pledges) The computer wants to automatically calculate what a monthly gift would total after 12 months (though there is no time requirement to our donor’s pledges) Fill in TOTAL GIFT Section Fill in TOTAL GIFT Section –“To be paid _______ of ____ for ** pymts” –“To be paid in monthly installments of $20 for 12 payments” –Total Gift box will automatically calculate

Ask the Question The Autopledge question is listed after calcuating the total gift. The Autopledge question is listed after calcuating the total gift. CC and EFT givers should NOT be asked that question (they’re already Autopledge)… Only monthly ‘Mail-In’ donors. CC and EFT givers should NOT be asked that question (they’re already Autopledge)… Only monthly ‘Mail-In’ donors.

Confirm Your Gift Thank them! Thank them! Non-Prof ID Status Non-Prof ID Status Remain Anonymous? Remain Anonymous? REVIEW EVERYTHING before clicking SUBMIT!!! REVIEW EVERYTHING before clicking SUBMIT!!!

Confirmation Page VERY IMPORTANT – Especially if Credit Card!!!! VERY IMPORTANT – Especially if Credit Card!!!! If the credit card has any errors, the confirmation page will TELL you! If the credit card has any errors, the confirmation page will TELL you! Make sure to read that the pledge was submitted successfully before hanging up the phone. Make sure to read that the pledge was submitted successfully before hanging up the phone.

Closing THANK THEM! THANK THEM! Take down any prayer requests Take down any prayer requests Hang up the phone Hang up the phone

COMPLETE This completes the video tutorial for Entering a Pledge into the Computer. If you have any questions, please contact Sheryl Spitler or Rebecca Palmatier. (513) Make sure to complete the online review!