Follow the simple steps below to create a Donation Appeal in LoveAdmin:
Step 1: Hover over ‘Payment Options’ found in the navigation bar at the top of the page, then click ‘Donation Appeals’.
Step 2: Next, select 'Add new’.
Step 3: Enter the name of your Donation Appeal.
Step 4: Select whether the Donation Appeal is a one-off payment or a recurring payment and if you wish to suggest a donation amount, select yes or no and enter the suggested donation amount.
If your account has been set up to take payment by Direct Debit, by default, the system will require people to pre-authorise their payment. So, each time money is due it will get automatically collected and reconciled for you.
If your account is not set up to take payment by Direct Debit, then the system will require people to pre-authorise payments via PayPal. The limitation with PayPal is that pre-authorised agreements only run for 12 months meaning these aren’t suitable for things that auto-renew annually.
Step 5: The next option is to ‘Suggest a donation amount?’. If you choose to press ‘Yes’, then you can enter the amount you wish to suggest. Anyone who wants to donate will have the suggested amount defaulted in the amount box. They will be able to edit the amount if they wish.
Step 6: On the next settings page you will be asked; ‘Who do you want to give the option to donate to:’
Here you can set which Membership Categories / Groups you want to have the ability to register for the Donation Appeal.
Step 7: The next setting will give you three yes or no questions to choose from, select the appropriate answers to the following questions; ‘Display the option to Donate:’
- On the registration form of the selection above?
This option allows you to publish the Donation Appeal on the registration form of the Groups / Categories selected in the question above.
- As a standalone option for people to register for via the registration page?
Select this option to display the Donation Appeal in the main dropdown list of items to register for via the registration page.
- In people’s online account?
Select 'Yes' if you wish to display the Donation Appeal in the person’s online account for current contacts to join.
Step 8: When people donate, move or copy them to a new group?
You can choose to select one of two options when someone pays for the Donation Appeal; ‘Copy person to group’ and ‘Move person to group’. These options are useful if you want to be able to group together all the people who have paid for quick reference.
Each Donation Appeal comes with its own set of email templates that are used when the system sends automated emails out.
All email templates are customisable and give you the option to select who they should come from, what the subject header should be, whether to insert field data or add an attachment.
Here's a full list of the templates available:
Template 1: Payment Request Email Template
This email template is used when requesting payment from people added to the Donation Appeal.
Added to the Donation Appeal could mean adding someone individually, importing people via a spreadsheet or approving people that have registered online. Each of these processes will purge the system to ask if you want to generate a payment request. This email will be used to request payment.
Template 2: Welcome Email Template
This email template is sent to people registering online.
The default text of this email template differs depending on whether you have opted to take payment at the point of registration or you whether you want to vet people before approving their membership.
Please note - this email template will not be available if you have selected 'No' to the option ‘Display as a standalone option for prospects to register for on your online registration page?'.
Template 3: Overdue Payment Reminder
If switched on, this will send automatically. You can also set after how many days the reminder should be sent.
Step 9: If you have chosen to ‘Display as a Standalone Registration Page’, select an administrator to be cc’d into the Welcome Email.
Step 10: Once you're happy with the settings you have entered, you can 'Save' or 'Save and build form’. The latter will link you through to the form builder page.
Once you have completed the above steps you will have successfully created your Donation Appeal.