1. NPR DS Marketing Forms powered by Springboard Reports May, 2015

2. 2  Migration Status Check  Testing Payments  Donation Export Report  Order Report & Payment Status  Other Reports: Pledge, Contact, & Premiums  Launch Process  Payment Management (Sage & Authorize.net Stations Only) Agenda

3. 3  Logo Uploaded to your Marketing Forms Account  Cloned one or more forms  Added Premium to the system. Goal this week: Ensure all premiums needed for launch are included.  Reviewed forms & alerted NPR DS is additional fields are needed. **Remember: Quick Pledge will retire on 7/31/15** Where You Should Be Now

4. 4  Confirm which of your forms will be your default, and any additional fields needed.  Test your payment gateway  Pull reports, and review payment management options  Confirm Data is Coming Through for all custom fields  Test uploading data into your database  Confirm Launch date with Sara (Goal: Launch by 5/20) This Week:

5. 5 1) Open up a browser and go to your default form: https://donate.nprstations.org/yourstationID 2) Make three pledges with Amex (or Visa if no AMEX) a.One-time $10 (or minimum) payment b.One-time $15 (or minimum) “Bill Me” payment c.$5 (or minimum) monthly payment Confirm: No errors on the page ; you see the confirmation page You receive three confirmation emails You see the form you want to set as your default form Test Payment Process: 3 Pledges

6. 6 Log into Paypal admin. Look up your ORDER ID number for each pledge to confirm “sales” for your donation. For your recurring/sustainer order Confirm that a recurring profile is created. View Payments in Paypal

7. 7 Log into your Sage or Authorize.net admin. Look up your ORDER ID number for each pledge to confirm “sales” for each pledge. Test Payment Process: Sage or Authorize.net

8. 8 1) Go to REPORTS tab and select Donation Export Report: https://donate.nprstations.org/yourstationID/springboard/reports/ https://donate.nprstations.org/yourstationID/springboard/reports/ 2) Download the CSV file (You can filter only “payment_received”, or “bill me”)  You can either choose to open the file as a CSV file or an Excel file to test an import into our donor database  If you open the file in Excel to review, check the zip code and other fields that may have a leading zero (0) because Excel strips them out.  Review file formats here:  http://nprds.screenstepslive.com/s/4375/m/13812/l/259880-marketing-forms-step-5-reporting Test import of Donation Export

9. 9  File that contains all the data from your pledges  Preview of a sub-set of fields available on-screen  Download.CSV file to upload to your database, using standard data model  Filter by date-range, form, and/or order status  Sample file & data model guide: http://nprds.screenstepslive.com/s/4375/m/13812/l/259 880-marketing-forms-step-5-reporting http://nprds.screenstepslive.com/s/4375/m/13812/l/259 880-marketing-forms-step-5-reporting Donation Report/Memsys Export

10. 10  Provides status messages from payment gateway: payment received, failed, etc.  Search by order ID  Donor Profiles – will enable us to build out a “My Membership” page to let donors manage their own donations (not yet available) Order Report

11. 11  View of most recent pledges (only payments received & bill me later)  Simplified view for pulling info to thank donors on-air during a drive Pledge Report

12. 12  Download data on individual donors – email, newsletter opt-in  Unique ID# generated for each donor  Space for you to enter existing ID Numbers from your database as well (optional)  Upload.csv to your email provider  After Lyris migration to Exact Target/Salesforce Marketing Cloud, we will import contacts automatically for stations using that tool Contacts Report

13. 13  Report of which premiums have been ordered by donors  Includes all the data about items ordered, including SKU, original order ID, and premium attributes Premiums Report

14. 14  With Paypal Payflow Pro, mange payments directly in your Paypal Manager as you do now. You must refund or cancel payments in Paypal admin. Paypal will continue to process your sustainer payments each month.  With Sage or Authorize.net real-time processing, payment management handled inside Marketing Forms.  Coming Soon: Sage Vault & Authorize.net Authorize-Only support. When enabled, will allow you to process payments via your Membership Database. Payment Management

15. 15  Your forms are ready to go live once you’ve confirmed: NPR DS has set your default form to load at donate.nprstations.org/YOURNAME You have placed successful test payments, and seen the charge come through in your gateway You have confirmed you are able to update your Membership database using the Donation Export report  When ready, updated support links on your site to point to your new forms & alert Sara  Quick Pledge Stations: NPR DS will redirect your donor facing QP forms to point to your new Marketing Forms. You will be able to access the QP admin through 7/31/15. Launch Process

16. 16  Each Payment in Marketing Forms is assigned a unique, Order ID number  To look up, refund, make changes to a payment use the Order Report to look up the specific payment.  If you don’t know the Order ID, you can look up the payment in the Donation Export report & find the Order ID from there.  Sustaining payments are grouped together with a Master Id. Each payment in a set will share a Master ID, but continue to have their own unique ID. Payment Management: Sage & Authorize.net

17. 17 Test Payment Process: Refund One-Time

18. 18  For your sustainer (monthly) charge, you will need to select RECURRING DONATION SET and then Edit donation set to cancel the series Test Payment Process: Cancel Sustainer

19. 19  Display payments that failed at the gateway for recurring payments  Does not include failures at the form level (donor entered bad credit card number to begin with) Donors see notice on form that credit card number wrong System emails donor – “Did you have trouble?” with link to form so they can try again Payment Failure Report

20. 20 1. Donation Report/Memsys Report – Replaces Batch Files 2. Pledge Report – Information about gifts during a drive 3. Payment Failure Report – Recurring payments that failed 4. Orders – Individual Payments. For managing payments 5. Contacts – Donor contact info 6. Premiums – data on premiums ordered Reports