1. After the Canvass ePledge Do Not Print! A tutorial for canvassers:
Assisting donors to make their gift online
Do Not Print!
Note the length of the material
Module 2
Version 3

2. Do not print this material
This material is a tutorial
It is animated, and
It is meant to be viewed in Presentation format
In PowerPoint 2007
From the Ribbon, please select Slideshow/from beginning; Or
Select the presentation screen at the bottom of the PowerPoint window (next to the zoom option)

3. Table of Content What is ePledge?
ePledge — One-time Credit Card donation
Things you need to know
Logging in
ePledge — Monthly Credit Card donation
Access Page Elements
New user
ePledge — Making a PayPal donation
Returning user (same department)
Returning user (different )
ePledge — Payroll Deduction
Creating or Updating My Profile
Choosing where to give
My Donation History
Named recipient organizations
Tracking and Reporting
Other United Ways
Other Canadian registered charities
A note on privacy preferences

4. But what about the Gift Form?
What is ePledge?
ePledge is the main mechanism used to make a donation to a charitable organization through the GCWCC
Use ePledge for donations by
Payroll
One time Credit card
Monthly credit card
PayPal (one time)
But what about the Gift Form?
In organizations that have adopted ePledge, the Gift form must be used for the following gifts:
Cash
Cheque
Upon donor request, the Gift form (see Module 3) can be used for Payroll and Credit Card donations.

5. ePledge is… A series of 10 pages 2 Access pages 4 donation pages
2 verification pages
1 profile page
1 donation history page

6. The Login page

7. The Access Page

8. A screen that lets you choose how you wish to pay for your donation

9. Payroll or…

10. Credit Card

11. A screen to choose your charities of choice

12. A screen to verify your gift

13. A confirmation screen

14. There is also a profile page that contains information that allows us to issue a receipt!

15. And (New!) a donation history page

16. That’s basically ePledge!
For a step by step approach, the following slides should answer any and all questions that you might have
Welcome to ePledge!

17. Content In the next 15 minutes, you will learn how to
Help someone log on to ePledge
Guide donors to make their ePledge gift through
Payroll deduction
One-time credit card
Monthly credit card
Help donors view/modify their profile
Show donors how to view their donor history
Tracking and reporting in an ePledge world

18. Things you need to know
For security purposes, ePledge will automatically logout the user when it is inactive for more than 15 minutes
Using the browser “back” button will logout the user – use the left hand menu, or the appropriate button at the bottom of each page (cancel, back, etc.)
For Payroll Deductions, the donor must have unique departmental information in addition to the PRI/REG/employee number. This information includes the Dept Code, Pay List Number, and Pay Office and can be found
On the donor’s pay stub / PWGSC’s Compensation Web Application; or
Some departmental leave system (e.g. PeopleSoft) may also have this information
Donors can use ePledge to make any combination of Payroll Deduction, one-time credit card, and monthly credit card donation

19. National Capital Region (NCR)*
ePledge
National Capital Region (NCR)*
Currently, the GCWCC ePledge is only available to the NCR campaign. Employees working outside of the NCR must still use the National GCWCC Gift form.

20. ePledge Registration
The links provided to employees will direct them directly to their department’s ePledge registration page
This is where a donor registers to access ePledge
The process is slightly different depending on whether the user is
A new user;
A returning user, with the same as the one used last year; or
A returning user that gave last year through the GCWCC, at another government department

21. New User Registration New users are to enter their work email
User work
Important Note!
In ePledge, the User ID = the work address
This is the only way that ePledge recognizes individuals

22. Login: New User Registration page
If the new user’s address is NOT recognized, he/she will be asked to provide information like
Full name
A new password (8 characters, alphanumeric, not case sensitive) and hint
Complete home address
Branch and division

23. Login: New User Registration page
Finally, type in the verification code provided on the screen
it will be different than the one pictured here
Then click Register

24. New User Registration
If the new user’s address is recognized (e.g. has been previously submitted on the Gift form)
The verification code provided on the screen must be entered
It will be different than the one pictured here
Then click Register
User work
Important Note!
In ePledge, the User ID = the work address
This is the only way that ePledge recognizes individuals

25. New User Registration page
In both cases, a system-generated “Registration Confirmation” that includes a link to confirm the registration will be sent to the donor
When the User clicks the link in that , their ePledge registration will be confirmed

26. New User Registration page
For the new user whose address was recognized, a second system-generated “Registration Complete” will then be sent to the user
confirming their User ID and
prompting the user to set their password (if not yet done)
Click here to set the password, and access ePledge

27. You’ve made it in!

28. But what about returning users?
Remember! The process is slightly different for returning users
Click the links to find out about
A returning user, with the same as the one used last year; or
A returning user (OGD) that gave last year through the GCWCC, at another government department

29. Welcome screen
Notice that several elements* are available on this screen!
The security certificates
The Privacy statement
The Technical support
There are also new things on this screen!
The greeting, with donor name
A left side menu where the donor can choose to
Pledge now
Update their profile
View their Donation history
Get Help
Log out
*Click here to find out why these elements are important

30. Making a Donation

31. Making a donation To start, click on Pledge Now
There are two Pledge Now buttons

32. Making a donation
As you can see, Donors can use ePledge for four methods of donations*
Donors simply have to click on the radio button of their preferred method of payment
We’ll start by the Payroll Deduction
*For cash or cheque donations, donors must use the Gift Form

33. Making a payroll deduction donation
This screen will be tailored specifically to your organization, so it may not look exactly as you see here
Not all employee categories (term, casual, etc.) can give through payroll deduction. Find out from your GCWCC campaign team!

34. Making a payroll deduction donation
Typically, the donor can see
The amount he/she gave last year
The number of pay periods
The payroll office requires that the Donor provide this information
This information is located on the donor’s pay “stub”*
Note that some departmental “Leave systems” may also have this information
Please note that the Pledge Amount will be determined according to the sum of the donation
Click Next
* As of April 2013, donors may need to access this information on PWGSC’s Compensation AppliWeb

35. Choosing where to give
This is where donors indicate to which charitable organization(s) they would like to make their donation
Note
The amount to be entered in the donation field is the full amount (per year) designated to that charity. It is not the “per pay” amount.

36. Choosing where to give
Before we begin, note that there is a link to Canada Revenue Agency’s Charitable donation tax credit estimator
This enables the donor to estimate the reduction on his/her income tax

37. Choosing where to give
The three named recipient organizations for the GCWCC in the National Capital Region are featured here
United Way Ottawa
Centraide Outaouais
Healthpartners
$200.00

38. Choosing where to give
The three named recipient organizations for the GCWCC in the National Capital Region are featured here
United Way Ottawa
Centraide Outaouais
Healthpartners
$200.00

39. Choosing where to give
The three named recipient organizations for the GCWCC in the National Capital Region are featured here
United Way Ottawa
Centraide Outaouais
Healthpartners
$200.00

40. Choosing where to give Donors can also give to
Any other United Way/ Centraide in Canada; and

41. Choosing where to give Donors can also give to
Any other United Way/ Centraide in Canada; and
Any other Canadian Registered Charities

42. Choosing where to give To give to other United Ways, the donor must
click on the link, then

43. Choosing where to give To give to other United Ways, the donor can
click on the link, then
Scroll through the list of other United Ways
Listed numerically, as seen on the calendar
Click the “next page” button until you find the United Way that you’re looking for

44. Choosing where to give To give to other United Ways, the donor can
click on the link, then
Scroll through the list of other United Ways
Listed numerically, as seen on the calendar
Click the “next page” button until you find the United Way that you’re looking for
Add the amount in the corresponding box
$200.00

45. Choosing where to give To give to other United Ways, the donor can
click on the link, then
Scroll through the list of other United Ways
Listed numerically, as seen on the calendar
Click the “next page” button until you find the United Way that you’re looking for
Add the amount in the corresponding box
Click Add
$200.00

46. Choosing where to give
To give to any other Canadian registered charity
This section contains information on most charities supported by the GCWCC donors in the past
Donors can search by keywords or registered charity number
Click Search
Pipe
Note
There is a minimum $26 donation for all other Canadian registered charity.

47. Choosing where to give
Charities containing that search criteria already in the GCWCC database will be listed
Enter the amount to designate to this charity
Click Add
$200.00

48. Choosing where to give
If the donor’s charity is NOT found, donors can manually enter their chosen charity by clicking here

49. Choosing where to give
In the new window, donors can click here to search the CRA registered charity database

50. How to search for a registered charity
Search CRA (a separate web browser window will open)
Type in a portion of the Charity name
Click Search
Children

51. How to search for a registered charity
A list of charities associated with this keyword is displayed
Click on the link of the charity of your choice

52. How to search for a registered charity
Information on this charity will be displayed

53. How to enter a registered charity
Enter the charity’s information found on the CRA website in the appropriate boxes
Every field MUST be completed

54. How to enter a registered charity
Enter the charity’s information found on the CRA website in the appropriate boxes
Every field MUST be completed
Don’t forget to enter the amount designated to this charity
Click Add
$200.00
Note
As long as the charity maintains its Canadian registered charity status (in accordance with Canada Revenue Agency policy), it will remain in the GCWCC ePledge database.

55. Choosing where to give
And no matter where a Donor chooses to give, the total gift adds up on the top of the screen
$200.00
$200.00
$200.00

56. Choosing where to give
And no matter where a Donor chooses to give, the total gift adds up on the top of the screen
$400.00
$400.00
$200.00
$200.00

57. Choosing where to give
And no matter where a Donor chooses to give, the total gift adds up on the top of the screen
$600.00
$600.00
$200.00
$200.00
$200.00

58. Choosing where to give
And no matter where a Donor chooses to give, the total gift adds up on the top of the screen
$800.00
$800.00
$200.00
$200.00
$200.00

59. Choosing where to give
And no matter where a Donor chooses to give, the total gift adds up on the top of the screen $ $
$200.00
$200.00
$200.00

60. Choosing where to give
And no matter where a Donor chooses to give, the total gift adds up on the top of the screen $ $
$200.00
$200.00
$200.00

61. Choosing where to give
Once the donor’s choices have been made, click Next

62. Verifying
Before the gift is processed, the donor is asked to verify personal information
Donors are to
Verify the Honor Roll information
will appear only if giving at the Leadership level ($1000+)

63. Verifying
Before the gift is processed, the donor is asked to verify personal information
Donors are to
Verify the Honor Roll information
will appear only if giving at the Leadership level ($1000+)
Verify their and postal address; and

64. Verifying
Before the gift is processed, the donor is asked to verify personal information
Donors are to
Verify the Honor Roll information
will appear only if giving at the Leadership level ($1000+)
Verify their and postal address; and
Tick off the check boxes to indicate
Their donor status; and
Their privacy preference

65. Verifying
Before the gift is processed, the donor is asked to verify personal information
Donors are to
Verify the Honor Roll information
will appear only if giving at the Leadership level ($1000+)
Verify their and postal address; and
Tick off the check boxes to indicate
Their donor status; and
Their privacy preference
Then click Next

66. A note on privacy preference
What the donor should know before making their donation
If the donor checks these boxes, all the charities designated in this transaction will be provided the donor’s information
If the donor only wants some of the charities to be advised of the donation, the donor must make separate transactions
One transaction identifying only those charities to be informed of the donation(s) (boxed checked); and
One transaction where designated charities will not be informed of the donations (boxes not selected)

67. Confirmation
Donors will then be asked to review and confirm the details of their pledge
Note that the “per pay” amount is displayed here
Once all information has been reviewed, click Confirm
The donor will receive an confirming the donation
And it is done!

68. Making a Donation: One-Time Credit Card

69. Making a one-time credit card donation
This screen will be tailored specifically to your organization, so it may not look exactly as you see here
Typically, the donor can see
The amount he/she gave last year
The accepted credit cards

70. Making a one-time credit card donation
The donor is to
Write the credit card number
Indicate the expiry date of the card; and
Write the name of the card holder exactly as it is featured on the card
Click Next
Test X User

71. Choosing where to give
The choices as to where to give are the same as in all other methods of payment.

72. But what’s different for one-time credit card donation?

73. Verifying
As before, prior to the gift being processed, a final verification is required
However, given that the donor is making a one-time credit card donation, there is a slight difference on this page
The donor can choose to immediately receive a Tax Receipt by
Click Next

74. Confirmation Final look at gift giving Click confirm Note
One-time credit card donations are processed/charged immediately.

75. Making a Donation: Monthly Credit Card

76. Making a monthly credit card donation
This screen will be tailored specifically to your organization, so it may not look exactly as you see here
Typically, the donor can see
The amount he/she gave last year
The accepted credit cards
The payment frequency

77. Making a monthly credit card donation
The donor is to
Select the Card type and complete each field
Click Next
Test X User

78. Choosing where to give
The choices as to where to give are the same: Donor choice!

79. But what’s different for monthly credit card pledges?

80. Verifying The verification of donor information is the same
However, given that this is Monthly credit card donation, donors cannot receive a tax receipt by
Donors will receive their tax receipt once ALL monthly donations have been processed
Then click Next

81. Confirmation
Final look at gift giving
Click Confirm

82. Making a PayPal donation

83. Choosing where to give
The choices as to where to give are the same: Donor choice!

84. But what’s different for PayPal donations?

85. Verifying Given that the donor is making a one-time PayPal donation
The donor can choose to immediately receive a Tax Receipt by
Click Next

86. Confirmation
Note that the Check Out with PayPal button allows the donor to proceed to the PayPal site
Note
PayPal donations are processed/charged immediately.

87. Please note that the “merchant” name is United Way Ottawa, the manager of the GCWCC in the NCR

88. And that’s how to use ePledge to make a donation!
But what about…

89. But what about… Remember the left side menu?
ePledge allows the donor to do more than make a donation!
Donors can also
Update their profile
View their Donation history
Get help
Log out

90. Updating My Profile

91. Why update my profile?
The information provided here enables the GCWCC to
Identify the donor for authentication (security) purposes
Issue receipts to donors making credit card gifts
Important Note
Inaccurate information could mean that the donor does not receive a receipt for their donation.

92. My profile
By selecting My Profile on the left hand menu, the donor can make modifications to their account
Note that only the fields with asterisks (*) are required

93. My profile Donors can modify their Name Honor roll information
addresses and preference
Home address
Telephone numbers and preference

94. My profile Donors can modify their Click Save Name
Honor roll information
addresses and preference
Home address
Telephone numbers and preference
Work information
User ID (work )
Password (8 characters, alphanumeric, not case sensitive)
Click Save

95. My profile Training Tip Continue to Donation History, or
If you were viewing the “Returning User (OGD)” and jumped to “My Profile”, please click here to return to where you left off.

96. Donation History

97. View donation history
Donors can view past and current donations on this screen
Note
Donations given through the Gift Form/paper pledge may not be visible here.

98. View donation history
By selecting these icon, donors can also

99. View donation history By selecting these icon, donors can also
View previous transaction details
This enables the donor to see where they have given in the past (e.g. the name of the charities and the corresponding amount)

100. View donation history By selecting these icon, donors can also
View previous transaction details
This enables the donor to see where they have given in the past (e.g. the name of the charities and the corresponding amount)
Reissue a receipt for a One-time credit card donation

101. View donation history
Also, only if in the same calendar month of a donation, by clicking Update, donors can
Change the charity they want to support (e.g. give to Charity B rather than to Charity A); and
Increase a donation
Note
This feature is not applicable for a one-time credit card donation

102. How to Log Out

103. How to log out
To exit ePledge, donors should click the Log Out button

104. Congratulations!

105. Tracking and Reporting

106. Tracking and reporting
It is very important that you track the decision (Gift, Regret, Pending) of the colleagues you canvass, and that you follow up with those that have signaled “come back later” or that have yet to respond
Tracking donor responses is a little more complicated given the two ways (form and electronic) of giving
An ePledge Administrator in your organization can produce a report of ePledge donors
Ask your GCWCC team captain or coordinator to find out who will provide you with this report, and when you can expect to receive it
But please, remember to give everyone the chance to give!

107. Remember!
For security purposes, ePledge will automatically logout the user when it is inactive for more than 15 minutes
Using the browser “back” button will logout the user – use the left hand menu, or the appropriate button at the bottom of each page (cancel, back, etc.)
For Payroll Deductions, the donor must have unique departmental information in addition to the PRI/REG/employee number. This information includes the Dept Code, Pay List Number, and Pay Office. These can be found
on the donor’s pay stub
a department’s leave system (e.g. PeopleSoft) or
PWGSC’s Compensation Web Application
Donors can use ePledge to make any combination of Payroll Deduction, one-time credit card, and monthly credit card donation

108. Other Modules 1. Be a “Star Canvasser” 3. After the Canvass: Gift form
4. Canvasser Toolbox
FAQ
Links
Dates
5. Quiz, certification and evaluation

109. Supplementary content
This section includes
Login in: returning user
Login in: returning user (OGD)
Access page elements

110. Login in: Returning User
With the same as the one used last year

111. ePledge: Returning User
For a returning ePledge user at the same department (with the same address)
Click here to go to the log on page

112. Login in: Returning user
Please note
The User ID is the used by the donor last year
The password is the one chosen by the donor last year
There is also 2 password recovery options
Then click Login
Your
Your password

113. Training Tip
Continue to find out more about a returning ePledge donor from another department (OGD) or with a different address, or
Please click here to return to “New User Registration” and find out more about how to use the ePledge

114. Login in: Returning User (different email)
Has previously used ePledge, within another organization

115. ePledge: Returning User (different email)
If a returning ePledge donor from another organization or with a different address
Click here to go to the log on page

116. Login in: Returning User (different email)
Please
Login using the User ID and Password established last year
Click Login
If the user has forgotten his/her password, the Forgot My Password feature will be of little use (the generated will be sent to the user’s registered (old) address)
Click on password hint, or
Call or Click on Technical Support
Last year’s address
Last year’s password

117. Login in: Returning User (different email)
Next, and most importantly, the returning user (different ) must then edit his/her user profile and
Update their work address to their new one; and
Change their User ID to match their new address
To see “Updating My Profile,” click here. You will be able to return to this exact spot and continue the training.

118. Login in: Returning user (different email)
Next, to link the returning user (different ) to their new department, the user must then
log out

119. Login in: Returning user (different email)
Next, to link the returning user (different ) to their new department, the user must then
log out
Return to the User Registration page (using the link provided to employees)
Enter
Their work address
Verification code
Then click Register

120. Training Tip
If you were viewing the “New User Registration” and jumped ahead to “Returning User”, please click here to return to where you left off and find out more about how to use ePledge.

121. Access Page Elements Language choice Technical Support
Security Certificates
Links to named recipient organizations
Privacy Statement

122. Language choice If the user selects “Français”, then
The language displayed on the following screens will be in French; and
All future correspondence will be sent to the user in French
This feature will be available throughout the ePledge session

123. GeoTrust: website security certificate
A Website Security Certificate provides assurance to the user that communications between his/her browser and this site's web servers are private and secure the communication (transaction is encrypted)
This feature will be available throughout the ePledge session

124. TRUSTe: website security certificate
Provides assurance to the user/donor regarding the website’s privacy policy, and that the organization meets established standards for protecting personal information
This feature will be available throughout the ePledge session

125. Privacy statement
Provides information on the privacy policy of the manager of the GCWCC (United Way / Centraide Ottawa), and how it collects, uses and discloses personal information
This feature will be available throughout the ePledge session

126. Technical support This is the user’s HELP! button
Enables the user to send an directly to ePledge technical support experts
Alternatively, call the help line!
This feature will be available throughout the ePledge session

127. Named recipient organizations
As always, the three named recipient organizations for the NCR are displayed
Each icon links to the organization’s website

128. Thank you!
Training Tip
If you jumped ahead to “access page elements”, and want to return to where you left off, click on the appropriate link
Welcome Screen
Returning User