The Donation Creator is a flexible iPart that you can use in a variety of scenarios. Following are guidelines about setting it up to work in the two processing modes available:
•adding a donation to the cart
•processing the donation immediately
Regardless of the mode you choose, you must decide how to assign the distribution that is associated with the donations you receive. See Associating the donation with a distribution.
To build donation pages that use the cart
Using only the Donation Creator iPart, supporters can make a donation and then pay for it separately through the cart. At that time, they must also pay for any other items in their cart.
At a minimum, your content record must contain a Donation Creator iPart that is configured with a Processing mode of Add donation to the cart (setting a Commit sequence is not required). You can also use it with other iParts. For example, you could set up a page that features donation campaigns and products (using the General Product Display iPart), each of which your users can add to their cart with a single click.
Note: In this mode, you cannot connect the Donation Creator to the Display Name Editor or the Tribute Gift Editor. Those iParts can only be used together when the Donation Creator is configured to Process donation immediately.
To build donation pages that bypass the cart
You can build donation pages that allow supporters to enter their donation and payment information from a single page, bypassing the cart. There are many ways to set up your donation process, but at a minimum, you must do the following.
1. From Content designer, Manage content, create a new content record or edit an existing one.
Note: For a sample content record, see @/iMIS/Fundraising/GiveNow. Make a copy of this content record if you want to use it in your website.
2. You must add multiple iParts to your content record to setup a standalone donation page. It does not matter the order in which these iParts are defined or displayed on the page. However, some configuration options are required so that iMIS can successfully process donations.
□ Donation Creator – Allows entry of donation information.
■ Processing Mode: Process donation immediately
■ Distribution: See Associating the donation with a distribution for your distribution options.
■ Commit sequence: 2
□ Display Name Editor - (optional) Allows donors to specify the name to be listed in all reports and acknowledgements for their donation (for example, Bob and Sue Smith). If you use this iPart, you must also create a connection to the Donation Creator.
■ Commit sequence: 3
■ Salutation Type: Donation List As
□ Tribute Gift Editor - (optional) Allows donors to make a donation in honor, memory, or recognition of someone. If you use this iPart, you must also create a connection to the Donation Creator.
■ Commit sequence: 4
□ Contact Account Creator – Allows unauthenticated users to create an account when they submit a donation.
■ Hide for authenticated users: Enable
Users must log in to make a donation, so that their contribution is recorded against an iMIS ID. Enable this option so that your supporters are only prompted to create an account if they are not logged in.
■ Include option to create logon: Enable
■ Require user to create logon: Enable
■ Commit sequence: 1
□ Payment Creator – Required to allow entry of payment information. For how to set up PayPal support, see PayPal Express Checkout Integration in Payment Authorization.
■ Purpose: Donation
■ Display Update button: Disable
■ Commit sequence: 5
□ Submit Order Button Link – Required to submit the donation.
■ URL for order confirmation: Select a content record to display after the user has submitted a donation.
Note: For a sample content record thanking the user for their contribution, see @/iMIS/Fundraising/Donation Thank You Page. Make a copy of this content record if you want to use it in your website. It includes a sample implementation of HEP’s E-Match Donor Link, which encourages donors to check if their employer has a matching gift program. The link is embedded in a Content HTML iPart using an iframe. Contact HEP if you want to create a custom link for your organization.
■ Purpose: Donation
■ Commit sequence: 6
3. Save and Publish your content record.
When displayed in your website, the result should look something like this:
