You must be licensed for Donate to use the online donations feature.
Follow these setup steps in iMIS Desktop to enable online donations. You may have already set up these features for other parts of your iMIS system.
1. Create a payment gateway (see Setting up card authorization) (AR/Cash > Set up module > Credit Card Auth).
2. Configure iMIS to use batch control (see Setting up batch control) (AR/Cash > Set up module > Batch Control). Online donations are automatically placed in system-generated Internet Gifts batches that are created based on the date the transaction took place. All of the transactions from a single day are placed in a batch with the same date. If today's Internet Gifts batch is closed, and a new transaction takes place, a new batch is created with today's date.
3. Determine which distributions will be credited with online donations. Either define a new distribution (see Defining distributions and premiums) or select from existing distributions (Fundraising > Set up tables > Distributions and premiums).
4. (optional) Set up a Donor Club (see Defining donor clubs) (Fundraising > Setup tables > Donor clubs > Gift Amount). A Donor Club used for online donations must be set up for cash only payment.
Removing the Donate link from the homepage
A link to the donation page appears on the Public view's homepage even if your organization is not licensed for the feature.
To remove the donation link, delete the following line of code from the Default.aspx file using a text editor. In a typical installation, the Default.aspx file is located in the local directory for the iMIS application - c:\Program Files\ASI\iMIS\iMIS_public\Default.aspx.
<li><a id="ctl00_TemplateBody_HyperLink6" href="Core/Donations/Gift.aspx">Donate</a> to our organization!</li>
Contact records created by online donations
After clicking the donation link in the Public view, donors are taken directly to the I want to donate page.
The donor is able to make an online donation in three different capacities.
■ Current contacts who are logged on (authenticated users) – The information from the I want to donate page is submitted to the iMIS contact's existing record.
■ Current contacts who are not logged on (unauthenticated user) – The information from the I want to donate page creates a duplicate contact record for existing contacts, but it does not create a new public user record. The new contact record is assigned the default contact type (System Setup > Set up web components > Quick setup).
■ Public users who are not registered on the website (anonymous user) – The information from the I want to donate page creates a new iMIS contact record, but it does not create a public user record. The new contact record is assigned the default contact type (System Setup > Set up web components > Quick setup).