Donations

The Donations module allows you to create a field to accept Donations on Membership Enrollments and Renewals.

To create a Donation:

• Click Donation Setup from the left menu
• Click New in the top right corner of the screen
• Select a Campaign
  • To Create Campaigns, go to Reference, then Lookups, then choose Campaign
  • Click Add in the lower left corner of this screen
  • Enter an index number (any number that hasn't already been used)
  • Enter the Description
  • Enter the Order By (any number that hasn't already been used)
  • Save
• Enter a Title
• Enter a Description (optional)
• Indicate if the Donation is to be displayed on the People Profile
• Enter an Expiration Date
• Save

Now you can setup the Donation Designations by clicking "Add" in this section of the screen

• Enter a Designation Name and Save (i.e. "Gold", "Silver", etc.)

Now you can setup the Donation Levels for this Desgination by clicking "Add" in this section of the screen

• Enter the amount (or choose "Allow any Donation amount") for this designation
• Choose the selection type
• Enter a description (optional)
• Enter an account code (optional)
• Enter a sort order (used when there are multiple levels of donation)
• Save

To view your donation, click "Donation Setup" from the left menu again then search for your donation.

Once a Donation has been received on the website, the transaction will show  tas Pending in the Donation Approvals section.

To approve a Donation:

• Go to Approvals (under Donations)
  • Search for the Donation by
  • Payment ID
  • Verisign Transaction Number
  • Donation Date
  • Status
• Click the Donation ID to view and approve the transaction
• Confirm the data entered
• Approve the transaction
• View the Receipt

If you had indicated that the donation is to be displayed on the People profile, you can also find a record of it on an individuals profile. To link directly to the Donation page on your website, the URL will look like this - www.esxinc.com/assnfe/donation.asp