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Self Service Giving and Pledge Display

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Presentation on theme: "Self Service Giving and Pledge Display"— Presentation transcript:

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 Using 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 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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