Part III: Event and Membership Pages and Configure Notifications (Version 1.0)

Public Pages: Part III: Event and Membership Pages and Configure Notifications

1. This tutorial will cover how to activate event and membership pages, and configure notifications for Public Pages within NonProfitEasy.
2. Please note: that in order to make sure of Membership pages with Public Pages you will first have to turn on the Membership extension for Public Pages in Settings-> Account Information.
3. Starting from the Public Pages Dashboard, to activate event or membership pages for your Public Pages site, click on the Configure Event Pages, or Configure Membership Pages button and set it to ON.
4. This will activate the Events and Membership menu items, respectively, for your public pages implementation, which will be a link to the event calendar.
5. The event calendar will show all currently configured events, set to Published within NonProfitEasy.
6. Similarly, the Membership Page will show all currently configured active  membership types.
7. For more on creating and publishing events, please see the tutorial on Creating Events and Event Schedules.
8. For more on configuring Memberships, please see the tutorials on configuring Membership Types.
9. To configure the email notifications received by your organization admins and by Public Pages donors, click on the Configure Notifications button.
10. On the Admin Notifications tab of the Notification page, you will see the email notifications available for admins to receive.
11. To activate an email notification, check the box next to the notification, and enter an email address that the notifications will be sent to.
12. The templates for these emails can be edited in the Email Notifications page under Configuration.
13. You can also edit the activation email sent to new Public Page users from the Email Notifications page.
14. For more on editing email notification templates please see the tutorial on editing Email Notifications.
15. If you wish to automatically generate and email, donation acknowledgments for online donors, click on the Donation Acknowledgement tab of the Notification page and check the box indicating this preference.
16. Next you will need to configure the template for the acknowledgement that will be sent to donors.
17. Start by giving a name to the template for the system to use.
18. Continuing, indicate the Sender Name, Sender Email, and Email Subject that the donor will see for the acknowledgement email they receive.
19. The content of the template may be specified in the provided editor on the right.
20. To personalize the email for the contact and the donation made, the system provides placeholder options, that once placed, will automatically insert the relevant information into the email.
21. To insert a placeholder, click on the area in your template where you wish to make the insertion.
22. Next select the placeholder desired from the Placeholder dropdown and click the Add(+) button to the right of the drop down.
23. It is recommended that you include the Full Name and Donation Details placeholder at some point in the template so that the donor’s name and contribution are shown in the acknowledgement.
24. Further, as this document will act as the donor’s record for tax purposes, your organization’s “tax ID number” should be included somewhere in the template.
25. When you have finished configuring your donation acknowledgement template click the Save button below the editor.