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This guide will walk through the steps to create a One-Off Donation. One-Off Donations are used when a Contact wants to make a single donation. |
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What’s on this page
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Finding the Donate button
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Enter the amount given under Donation Information and the date in which the payment will be processed. Next, select which Campaign the donation is intended for.
Note: To ensure that the Donor can not change the Campaign they are donating to on the Donation Form, select the checkbox under Campaign. Leaving this unchecked will give the Donor the option to donate to any Campaign that is associated with the selected Donation Form.
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Choose whether the donor would like to process the Credit Card payment via a Secure Payment Link or by Telephone.
Note: When selecting a Secure Payment Link, a custom donation form is required to be sent to the donor.
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Customising the Donation Page Information
The option for including a personalised message that will accompany the Donation Page is available with NPSP+. Ensure that the checkbox is ticked to include a message and enter any text within the text box.
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Submitting the Donation
Ensure that all the information entered is correct and click on Submit.
This will have created the Pledged Form Submission page, where you can review the secure page URL that will be sent to the Donor, as well as their preferred delivery method.
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Composing the Email
Click the Compose Email button at the bottom of the page and the email will now appear under the Activity pane. This is where you can review the email a final time and make any final adjustments that need to be made.
To learn how to create custom email templates, click here.
Note: the Related To search box allows the email to be related to any Object within NPSP+
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