NPR DS Marketing Forms powered by SpringboardReportsMay, 2015

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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

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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

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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:

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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) paymentb. One-time $15 (or minimum) “Bill Me” paymentc. $5 (or minimum) monthly payment

Confirm:No errors on the page ; you see the confirmation pageYou receive three confirmation emailsYou see the form you want to set as your default form

Test Payment Process: 3 Pledges

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Log into Paypal admin. Look up your ORDER ID number for each pledge to confirm “sales” for your donation.

For your recurring/sustainer orderConfirm that a recurring profileis created.

View Payments in Paypal

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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

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1) Go to REPORTS tab and select Donation Export Report: 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

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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/259880-marketing-forms-step-5-reporting

Donation Report/Memsys Export

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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

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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

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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

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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

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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

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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

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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

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Test Payment Process: Refund One-Time

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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

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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

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1. Donation Report/Memsys Report – Replaces Batch Files2. Pledge Report – Information about gifts during a drive3. Payment Failure Report – Recurring payments that failed4. Orders – Individual Payments. For managing payments5. Contacts – Donor contact info6. Premiums – data on premiums ordered

Reports