Online Donations
How to manage online donations
What is an online donation?An online donation is any contribution made through a donation page. These donations are typically made with a credit card or Apple Pay, but, depending on the payment methods you have set up for your account, these donations could also be ACH, or PayPal, Venmo, or Google.1 min readWill I be notified when a new online donation is made?If you have selected the option to receive an email or text when an online donation is made, you will be notified. To set email notifications, go to the Donation Page Settings tab within the setup of your Online Donation Form. Set Notify when donation is submitted to YES. You ca…1 min readHow do I know a gift was an online donation?If you look on the Gifts Grid there is a column titled "Online." If you filter that to "is true" you'll see all your Online Donations. The payment type of the gift will also be proceeded with "Online."1 min readHow does a donor make an online donation?A constituent can make an online donation by going to a donation page that you have created in DonorView. You can post this onto your website, emails, and social media. Supporters can fill out their info on the page and make a donation. You can learn more in this article: "How D…1 min readCan a donor make a recurring donation?Yes, you can set up recurring donation options using the Simple or Advanced donation page designer. Simple Donation Page Designer Using the Simple designer, you can set up an option for donors to select recurring donation on the Donation Page Settings tab under the Donation Opti…1 min readDoes the online donation get recorded into DonorView automatically?Yes, everything from the donation form will be automatically recorded into DonorView. A gift record will be created for that donation. The software will look for a matching constituent in the database using the email address and name. If the constituent does not exist yet, Donor…1 min readWhat happens if the donor does not exist in my DonorView account yet?If the software does not find a matching constituent using the email address and name, DonorView will automatically create a new constituent record using the information provided by the donor on the donation page. You can learn more in this article "How does the software determi…1 min readCan I make a credit card donation on behalf of a donor?Yes, there are several options to make a donation using a credit on behalf of a donor. First, you can go to the constituent's record and from their Gifts tab, click Add, then Gift. Enter the date, payment amount, and select the payment type of Credit Card. If the constituent has…2 min readWhat are the required fields that a donor will have to fill out?In order to process their credit card, the donor will be required to provide the following information: - Donation Amount - First and Last Name - Email Address - Address, City, State, Zip Code, and Country - Credit Card Number, Expiration Date, and Security Code1 min readWill the donor receive a thank-you email automatically?Yes, when a donor submits their donation they will see a confirmation message and they will receive a thank you email sent to the address they provided. You can customize the thank you message on the Thank You Message tab on the Donation page. If you allow recurring donations, y…1 min readWhat payment types are available for an online donation?Once you have your sub-merchant account set up, donors will be able to make a donation via credit card. If the donor has a iPhone and has Apple Pay activated, they can also choose to pay via Apple Pay. Optionally, via your Account Settings, you can activate other payment methods…1 min readHow do I issue a refund back onto a Credit Card?To issue a refund, you can submit a request for a refund which will be processed by our accounting team. Go to Workspace Fundraising Gifts and locate the gift. Under the Initiate Refund (1) column, click on the arrow icon. You will be prompted to enter the Amount to be Refunded.…2 min readApple PayCurrently Apple Pay is an accepted Payment Method for Online Donations as well as Event and Membership Purchases. On the online form an Apple Pay button will appear next to the "Submit" button when the donor, registrant or member is viewing the form on an Apple Device. Apple Pay…1 min read