Setup acceptance of online credit card Donations
1.
Prerequisites that directly pertain to setup of
Donations include:
a.
Read chapter of Administrator Manual titled “Orders Features in Detail”.
b.
Read chapter of Administrator Manual titled “Payments
Features in Detail”.
c.
Follow the steps outlined in the Quick Tutorial “Create
Automatic Thank You Email for Donors”.
2.
Go to Site Administration Menu.
3.
Click on the Features Go To icon located in the Site
Management section.
4.
Enable Donations by checking the Donations checkbox.
5.
Click on Donations link to go to the Donations
Features Management page.
6.
Enter a Title such as “Make a Donation”
7.
Enter instructions, guidelines, and other applicable
information. You may enter as text, cut
and paste either HTML or text, or click
the HTML Editor icon to use PortalProdigy’s HTML WYSIWYG Document Editor. See the Quick Tutorial titled “Using the HTML
Editor”.
8.
To enable a confirmation such as “I am a United
States citizen or a permanent resident
alien. (required).” Enter text up to 80 characters in length. The text along with a checkbox will be
displayed on the Donation entry form.
9.
Select an Auto Broadcast Template that was created by
following the steps outlined in the Quick Tutorial “Create Automatic Thank You
Email for Donors”.
10. Select
and Administrator Notification Template that will be used to format the
administrator email notification sent each time a donation is submitted
11. Enter
the email address of the administrator to send notification to each time
donation is submitted
12. Click
Close and confirm to save.
13. Go
to Site Administration Menu.
14. Add
a Link to the Donation Page:
a.
Read Menu Builder section of chapter titled “Features
Management Menu in Detail” of Administration Manual.
b.
Click the Features edit icon on the Site Administration
Menu Page.
c.
Click on Menu Builder link.
d.
Search for menus.
e.
Select applicable menu by clicking on its title.
f.
Click on Add Menu Item button (Lower right of Menu
Items table)
g.
If applicable select a Topic.
h.
Enter the Items name such as “Make a Donation”.
i.
Enter a Sort Order number.
j.
Menu Item Option provides four choices. Click the radio button corresponding to
‘Option’.
k.
Select “Donation Entry” from the Option list box.
15. Click
Close button and confirm save.
16. You are
finished.
