913.888.0772 | imodules.com913.888.0772 | imodules.com

Self Service Giving and Pledge DisplayCourtney Nichols and Brendon Woodworth

Client Example

Client View Admin View

Email Marketing and Content Pages

Using tokens in the URLhttps://securelb.imodules.com/s/1614/

supportIndex.aspx?sid=1614&gid=1&pgid=504&cid=1281&bledit=1&sort=1&dids=##designations_IDs##.7211

Using Email Marketing with tokened URLs and PrePop

Gotcha MomentsThings to watch out for

- What about those people that have no giving history, pledge information, what do you show them?- Need to populate a data field with the IMODULES designation ids- Person needs to be logged in before they receive the link to the form in order to pull in the dids- Don’t make a pledge but make a gift, failed CC transaction they aren't notified – commerce items

trigger registration so you need to utilize the “not registered” confirmation email- Allow events with donation feature on non-commerce events - ENC-14367- Only a single gift can be made through event with donations, you will periodically need to clear the

event transactions (once a month, prior to a solicitation, etc.) - Donations module has to be on first step

913.888.0772 | imodules.com913.888.0772 | imodules.com

Questions?