The Plan for a given Participant is an important piece of the information chain and underpins most of the functions within the Maica solution. A plan can be access via a given Contact record within Salesforce using the following steps:
Open a Participant profile (Salesforce Contact)
Click on the
Plan Managementtab to access a number of plan-related recordsOpen a Plan to access the currently active Plan for the selected Participant
Each of the Modal options is described below:
Input / Option
Description
From who would you like to process the Donation?
Individual: The Donation will be created for the Contact. The Account lookup on the resulting Opportunity populated based on the Contact’sAccount Namefield. This is generally the Contact'sHousehold.Business: The Donation will be created for an Account/Organisation that is associated with the Contact via theAccount.PrimaryContactlookup.When you select the
Businessoption in the Modal, a lookup is presented to select the desired Account/Organisation record.
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When making a |
How would you like to process the Donation?
New Donation: Creates a new Donation Opportunity record associated with the Contact or AccountExisting Donation: This provides the ability to process the Payment for an existing Opportunity, where the Stage =Pledged, associated with the Contact.
Amount
The Amount for the Donation. This is mandatory.
Date
The Date the Donation was made. This defaults to today but can be changed. This is mandatory.
Campaign
The Campaign the Donation is associated with. This is mandatory.
Do not allow donor changing the Campaign on the Donation Form
If the payment for the Donation is processed via a Secure Payment Link sent to the Donor, use this option to prevent the Donor from being able to change the Donation Campaign on the Secure Payment page.
Acknowledgment Status
The Receipt status of the Donation. This defaults to Email Acknowledgment Now, meaning a Receipt will be emailed to the Donor once the Donation Payment has been successfully processed.
How would the Donor like to process the Credit Card payment?
Secure Payment Link: The Donation will be processed via a secure page link that will be sent to the Donor via via Email or SMS (if you have an integration enabled with Twilio or similar). The Secure Page uses a KonectFormto manage the payment process with the DonorTelephone: ggg
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These two options are descibed in more detail below |
Donation Form
This option is displayed when you select Secure Payment Link as the Payment channel (described above). You can use the Konect Form options to configure the available options to the Donor.
Show Personal Message
This is used to toggle if you want to display specific text on the Secure Payment Page that is sent to the Donor. For example: you may wish to say something similar to: “Thank you for your time on the phone and deciding to Donate. Please use this form to process your Donaiton securely.”
Personal Message Input Box
How would the Donor like to process the Credit Card payment?
Secure Payment Link
When the Secure Payment Link option is selected - Konect
Note Pledged prior to processing the payment with Stripe. In the event this payment is declined by Stripe, an Opportunity record with a Stage of Pledged will exist. Don’t forget to delete this if want to remove it from Salesforce.The Plan object captures a number of critical and useful data points, as described below.
Data Point | Description |
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Start Date and End Date | The start and end date are significant data points within a Plan, as several business processes are typically built around these. Plan dates are automatically synchronised with Salesforce from the NDIS (alongside additional information). |
Aggregated Budget Information | At the highest level, the Plan holds budget information which summarised all available Plan Budgets as approved by the NDIS. |
Plan Budget Items | Each Plan carries a number of Plan Budget items, usually at Support Category but this could also be at Support Item level in cases where a Stated Booking has been set up within the NDIS Plan. |
Plan Goals | Plan Goals are included in the synchronisation of Plan details. It is important to note that Plan Goals are overwritten (optional) when Plans are synchronised with the NDIS information. |
The Plan Profile Screen
The following screen illustrates a typical Plan profile showing all relevant information in a single place. This profile allows the end user to navigate to Plan Budgets, Service Bookings, and Plan Goals.
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Plan Goals are not uniquely identified within the NDIS system, so when synchronising Plan Goals, any existing data will be replaced with the latest version. |
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