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The Plan Object Overview

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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:

  1. Open a Participant profile (Salesforce Contact)

  2. Click on the Plan Management tab to access a number of plan-related records

  3. Open 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’s Account Name field. This is generally the Contact's Household.

  • Business: The Donation will be created for an Account/Organisation that is associated with the Contact via the Account.PrimaryContact lookup.

    • When you select the Business option in the Modal, a lookup is presented to select the desired Account/Organisation record.

When making a Business Donation - only Accounts/Organisations where the Contact is saved as the Primary Contact are available to be selected in the lookup.

How would you like to process the Donation?

  • New Donation: Creates a new Donation Opportunity record associated with the Contact or Account

  • Existing 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 Konect Form to manage the payment process with the Donor

  • Telephone: ggg

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?

When the Secure Payment Link option is selected - Konect

Konect creates a Donation Opportunity with the Stage = 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.

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