Donations: Add Gift Part II - Add Donation Online

Donations: Add Gift Part II - Add Donation Online

1. This tutorial will cover how users make a donation via your website (rather than your staff adding a donation directly inside CRM).
2. To allow online donations you must first configure your donation funds and ask arrays within CRM and you must have configured your Payment Gateway settings (turned on the ability to take credit cards with Stripe). Then you must integrate your website with CRM using either Pages or our WordPress Plugin. After these steps are completed, your online users will be able to make a donation online. Please Note: you can also use the donation widget to accept donations online via your website, but the flow/process is very different and is covered in the Donation Widget tutorial rather than here.
3. Please Also Note: Users will be presented with the option to make an optional donation on the check out page when purchasing a membership and/or event registration. That flow/process is also not covered in this tutorial. This tutorial exclusively covers your dedicated donation pages (created with either Pages or our WordPress Plug-in).

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4. Users can complete a donation transaction online as a logged in user or as a guest (non-logged in check out). If the user wishes to complete check out as a logged in user, they can log-in to their public profile first and then go to the donation page on your website (screen shots below of the log-in screens - the exact location of the log-in button on your site will vary according to your settings/configurations) or they can log-in when prompted to after selecting their donation amount and adding it to the cart. Creating a public profile and logging in to donate offers the advantages of having personal and credit card information pre-populate based on the information saved on file. Additionally, if you are using a dynamic ask array, the ask amounts will be customized for the individual donor based on their past giving history. There is an option to turn off guest check out and require users to log-in while checking out for both Pages and WordPress Plugins.

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5. Please Note: If you want more information on how to turn on/off guest check-out in plug ins, refer to this tutorial, for Pages, Please check this tutorial.
6. To make a donation, user should navigate to the donation page on your website (with or without logging in first) - generally this will be done from the Main Menu on your site or a "Donate Now" link/button. The exact placement will, of course, depend on your website. Additionally, you may have just one fundraising/donation page or you may have several. In the screen shot below, taken from our Pages demo site, we have configured several sub-pages on our Donation menu and the user can opt to go to the main donation page or a particular sub-page right from the main menu.

   

   

7. After selecting the desired fundraising page, the user will be taken to that donation page. The exact layout of the page will depend on which Pages template you are using (if using Pages)/your website's template (if using WordPress Plug-Ins). In general, the ask array (donation amounts) , fundraising goal (if you have opted to show the goal on the page), and how much has been raised toward toward that goal will show at the top of the page or in a sidebar. The donation description, images (if configured), and links to your other donation pages will appear below the Add to Cart/Check Out button. Please Note: in the WordPress Plugin, you have the option to set each donation page to "direct check out" which will bypass the cart and take the donor directly to a special "all in one" page, which will have the payment information on the same page as the donation details. The user will not have the "add to cart" option (so that if they want to make a donation and also purchase a membership or an event registration, they will have to complete two separate transactions. Nothing can be purchased at the same time as a direct donation).

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8. The donor should start by selecting the donation amount. If you have configured a "choose your own amount" option, the user can click in the field and type in the amount they want to donate.

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9. Below the ask amounts is the frequency options. This is used when setting up a recurring donation. Recurring donations MUST be paid for via credit card. There is no ability for the user to choose "Pay Later" for recurring donations. If the donor chooses Monthly as the frequency, their credit card will be charged for the donation amount once per month; for Quarterly, they will be charged every three months; for Yearly they will be charged annually/once per year.

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10. The Contribution Detail is where the user will indicate if they want their donation to be earmarked to a particular program or campaign (if you have configured your donation page to allow user to select program and/or campaign), marked as anonymous (no thank you letter necessary), or if they are making a tribute donation.

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11. The user can earmark the donation to a particular program or campaign by selecting from the drop down field (if you have enabled this setting in  your Plug-In/Pages configurations).

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12. If the user wants to make a tribute gift, they can check the Dedicate To field. The type of tribute (in memory of, on behalf of, or in honor) field will appear and the user can select the appropriate options. The tributee name field will also appear and they can indicate the name of the tributee on the name field. Please Note: there is no ability to collect contact information (email address or mailing address) of tributee/tribute card recipient and tribute cards cannot be generated for online tribute gifts. You may want to provide instructions to your donors to provide such information in the Memo/Notes field if they want a tribute card sent to the tributee.

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13. After filling out the donation information, the user should click the Add to Cart button at the bottom of the page to keep shopping/add more transactions or the Checkout button if they want to go to the check out page and finish the transaction. If you are using the WordPress Plug-In and have set the donation page to be a direct check out page or if you are using Pages but have disabled the cart, then the user will also need to fill in their payment information and the button will say Donate Now (or other custom text that you have configured). For direct donation pages, this will be the final step for the user (unless their credit card requires Strong Customer Authentication. See step #23 below for more details/next steps in this case).
    

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14. Next, if the user has not already logged in (and this is a non-direct donation page), a box will pop up asking if they want to Login if they have have public profile already, check out as a Guest -where they will be asked if they checking out as an individual or organization, and Sign Up or create a public profile if they don't have one already. (Please Note: organizations cannot create public profiles/log-ins so if the user logs-in first, the system assumes the user is an individual and the "checking out as an individual or as an organization" pop up box does not appear).

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15. The user will then be taken to the checkout page. If the user opts to continue as a Guest, then they will be taken to the guest check out page, where they will need to enter their Personal Information. If they opt to log in (or had previously logged in prior to going to the donation page), then the Personal Information section will be filled out based on what is already in their CRM record.

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16. At the top of the checkout page, the user will see a list of transactions in their cart. The user can remove items from the cart by clicking the trash can (in Pages they will need to hover over the item to get the trash can to appear).

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17. Below that is the Personal Information section. The contact name and email will pre-fill from the previous screen (logged in check out). The user can then fill out their Home/Organization (if checking out as an Organization) Address. 

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18. Next the user will add their payment information (if the user has logged in and their payment information is on file, the credit card information will pre-fill). If you have enabled Pay Later within your system, the Pay Later checkbox will be present and user can select this to pay via check or cash at a later date. Otherwise, credit cart/payment information will be required to complete the transaction. If user is using a browser that has the digital wallet feature (Chrome, Edge, or Safari) and has enabled Digital Wallet, the Digital Wallet (Apple Pay, Google Wallet, Microsoft Wallet/Pay) will show as a payment option as well as direct credit card entry.
    Please Note: To present Apple Pay as a payment option, first you have to enable it. To know how to enable Apply Pay as a payment option, please read the tutorial How to enable Apple Pay as Payment option. 
    

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19. The user can check the Add This Card on file and Set as Default checkbox to save their credit card information on file to be used for future payments/transactions (so they don't have to enter it again in future). Please Note: no credit card information is saved inside CRM. We save only a randomly assigned unique identifier; all credit card numbers are stored in Stripe, which is encrypted, so your users should feel confident saving their credit card number on file.

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20. The user will also be given the option to cover the Stripe credit card processing fees by paying the fees. For Plug-Ins, this box is toward the top of the screen, above the Personal Information section. For Pages, it is at the bottom of the screen.

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21. Finally, if you have turned on the 360 MatchPro employer matching gifts add-on inside your CRM account, then the user will have the option to enter their employer's name to find out if their donation is eligible for an employer matching gift.

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22. When the user has finished filling in all of the required information, they should click the Checkout button.

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23. If the user entered mode of payment as Credit Card and the card issuer requires "Strong Customer Authentication" (referred to as SCA or PSD2 authentication), a box will pop up asking the user to initiate the authentication process. SCA is a new requirement for credit cards issued by European banks or for credit card transactions taking place on European websites for the card holder to authenticate an online purchase by indicating they are the ones who has initiated/authorized the transaction (see this explanation of SCA from Stripe for more information).

    

    • The user will need to click the authenticate button and then completes the validation process. Once they do (and authentication is completed successfully), the transaction will finish saving automatically.
    • If the card holder fails to authenticate the transaction within the specified time frame or denies the transaction, a authentication failed message will appear on the screen. User will need to try to process payment again or make the donation using some other form of payment.

      

24. After the transaction has finished being processed, the user will see a confirmation page. In the Plug-Ins, you can customize this thank you screen; in Pages you cannot.

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