self service giving and pledge display
DESCRIPTION
Self Service Giving and Pledge Display. Courtney Nichols and Brendon Woodworth. Client Example. Client View. Admin View. Email Marketing and Content Pages. Using tokens in the URL - PowerPoint PPT PresentationTRANSCRIPT
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?