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Single Donation Payment Processing

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To process a One-Off Donation within Salesforce, simply navigate to the desired Contact and click the Donate Quick Action, see below:

After clicking the Quick Action, you will be presented with the following Modal:

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?

Donation Form

Show Personal Message

Personal Message Input Box

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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