1 HOUR 6 MINS
Online Forms for Monthly Giving
In this webinar, we will begin with a discussion on benefits of a monthly giving program. Then we will jump right into some useful for reports to help you identify who your recurring donors are and realistic ask amounts for your donors. We will also map out some critical next steps for a successful launch.
Monthly Donor Metrics, 5 Reasons for a Monthly Giving Program, 3 Reports and a Calculator, & Suggested Next Steps
You’ll find the handout for this webinar here:
Categories: Monthly Giving Series, Training Webinars
Online Forms for Monthly Giving TranscriptPrint Transcript
Good afternoon, everyone. My name is Janet. I’m happy to be your trainer today to learn about online forms for monthly giving. Before we get started on this topic, I just want to review a little bit of housekeeping in case it’s been a while since Read More
Good afternoon, everyone. My name is Janet. I’m happy to be your trainer today to learn about online forms for monthly giving. Before we get started on this topic, I just want to review a little bit of housekeeping in case it’s been a while since you have joined us for a webinar. So on the left hand side of your screen, you’re gonna see our presentation. On the right hand side, you’ll see our GoToWebinar control panel with what we like to call a grab bar. So, um, a few notable icons here, the white arrow on that red background allows us to expand and collapse the control panel will recommend keeping it in collapse mode, so it does not cover up the presentation. The black square on the white background allows you to have a shortcut, it’s a shortcut over here to the questions pane. So here, you can send me your questions or comments throughout the presentation, I will do my best to answer them within the context of where we are, if we’re either running late or the questions are out of context, we’ll save those until the end of the presentation. We also have a hand raising, I like to think about this as an informal poll. I’d like to do one right now, if you don’t mind, I just want to make sure that everybody can hear me. So if you can hear me, please do me a favor, raise your hand, it lets me know that my microphone and your speakers are working well together. So just come over here click to raise your hand. We have a nice sized group today. So I’m just going to wait a few moments to give everybody a chance to, to click to raise their hand. Oh, I see your note, Carla about the handouts, I’ll make a comment in a little bit when we get to that section. So I’m just looking now for a hands being raised. And looks like we have a good majority. So thank you, everybody. I do appreciate that. Okay, so let’s go over here to the audio settings. So here, the computer audio was free headset or speakers and the phone qualities if you called into the phone number that came with link to today’s presentation. If you do teach your equipment change, and you do have a phone call, the click phone calls. And please note that a phone number will display there’s no need to go back to a reminder email for a phone number. Oh, here we have a handout section. So look at your GoToWebinar control panel, find this section called the handouts and click to open it up, you’re going to see a red icon that represents PDF. And next to that the name of today’s document online forms for monthly giving dot pdf. And go ahead download that at your earliest convenience. And if you if you have a printer within arm’s reach, my recommendation is to send it to the printer. This handout like all of our handouts includes an outline of the presentation, a great place to know what’s coming up subject wise a place that take note of maybe a place to jot down questions you may have whether it’s for me or maybe for you and your colleagues. Later on. Carla sent a note saying that your control panel doesn’t have a section for handouts. So I think Carla might have been about how you may have one of the questions that you may have clicked on or the answer or I should say to a question when you were coming on to our go to webinar presentation today. So please do me a favor, send me your email address, and I will send you the handout after today’s session. I can’t do anything better right now, because of the way that I would be sending it. So it has to be a link like that. So I will be happy to send it to you later. So thank you for your patience on that one. And let’s continue down here in the GoToWebinar control panel. Here’s the direct access to the questions pane. As I said before repeating it only because I saw that a few people have joined us since I last mentioned the Questions pane send me your questions or comments throughout the presentation, I will do my best to respond within the context of where we are. If we’re either running late or the questions are out of context. We’ll simply save those until the end of today’s presentation. So remember, we’re talking about online forms all related to our monthly giving program. So here let’s a quote from our monthly giving starter kit. Donors extend convenience when donating monthly giving allows donors to contribute to their favorite organizations in the most convenient way. Smaller, more frequent gifts. What does everybody think about that? Does everybody agree? Have you set up any forms? Are you planning on setting up any forms like that with a smaller recommended smaller amounts knowing that they’re going to be more frequent payments? Jane is saying, is there a handout of the presentation slides? I’m gonna say, No, there’s no handout as a presentation slides, Jane, but you are gonna get an email later on today, I believe it’s about an hour or so after the webinar. And we’ll it will have a recording of this. So you will be able to, you know, use that as your whether you want to take screenshots or whether you would simply like to save that. And if you want to save it, all you need to do is download that as well. So what does everybody think here about the smaller more frequent gifts when we’re asking people to join us for a monthly giving program? Have you done that before? Have you been thinking about that? Anybody want to chime in here? What your what your plans are? Maybe what you’re thinking about? Maybe you are in the early stages. Right? And you haven’t gotten to that point yet. Right? We started talking about those lower dollar amounts yesterday, when we are in the topic was the beginning steps of a monthly giving program, we will be talking, we will reviewing a little bit of that certain points as part of today’s presentation, because there is a bit of an overlap of when we’re setting up our forms about that dollar amount. So maybe if you’re not thinking about that right now, then maybe you will be when we get a little bit further along today. So what will we be talking about? What are some of the highlights some of the highlights of today’s discussion? Well, we’re going to look about the essentials of online giving. Having an online forum that really allows just the opportunity for recurring gifts. As well as making sure we have good code, so absolutely code for the win. So Jill is saying we currently only have nine recurring monthly donors. So Jill, looks like you are likely here because you want to expand and build your monthly giving program. And I think you may have mentioned that yesterday. I know there were a few people yesterday that were saying the same thing that they were looking to build up their monthly giving program. And Emory says we’re in the beginning steps of a formal monthly giving program. Fabulous. So this is wonderful to hear. Because again, that’s why we are all here joined together for this particular topic. So we want to talk about some online giving essentials, right? What are some of the things we really need to be thinking about? And these are DonorPerfect tools and what’s related to each other right here. So when we think about the online forms, right, we want to give everybody a place to go in order to facilitate this donation, this the beginning of that pledge of that commitment of that promise of them becoming that loyal, regular donor, I’m gonna say automatically, or maybe with some reminders, depending on how you or the donor wants to do it. Right, we need a way to process transactions. So yes, we do need a merchant processor in the United States is powered by safe safe. If you’re a Canadian, if you’re processing payments electronically in Canada, then we use Vantage to do that. And the safe safe gateway allows us all these different parts of the processing of the payment to talk to each other, right? It manages the payments, and that PCI compliant means Payment Card Industry compliant. So everything is secure there from beginning to end with all of the detailed payment information. Right. And when we talk about monthly giving, yes, the generic term is for automatic processing of those pre authorized or donor pre authorized electronic gifts. So your donor, when they give you permission to set them up for automatic payments, it’s all happening behind the scenes. If they don’t do that, maybe they want to get reminders. Maybe they want to send a check every month. Okay, monthly is has been the most frequent way of the as far as a payment frequency of sending in payments.
Well, when we think about making the process easy for somebody to have that recurring gift, we need to make that form be very enticing. Make it look like your organization, right? Make it I’m going to say like come to life representing your organization, what you’re doing what it’s all about. And as it says here, make sure to tell us your story. Okay, so yes, we’re going to be making sure that your logo or a picture look at this. It’s showing some With the benefactors here, right, to show what’s going on. So yes, we need to make sure that we tell our story. Use text, use the picture, make sure you tell your story is going to have a jump out on the page for everybody. Michael is asking, can we use this form, even if we don’t process donations through DonorPerfect. And he says we’re a part of a larger organization, and we process anything through the required server. So Michael, we need our forms here are connected. When you have a payment form, they are connected to the safe safe gateway or the Vantage gateway. As I previously mentioned, you can do non payment forms that does like this is now outside of the monthly giving topic. But when you’re using our general perfect forms are either non payment forms, which for which we don’t need a processor. But if you do want to have our forms, these classic forms, okay, that we’re going to be talking about today, because I know that everybody would have access to that these forms are done through through our gateway through the safe safe gateway, we do have another form another form option that would allow a business Pay Pal account to be used, I’m not going to be demonstrating that today. But the philosophy of all of this is absolutely, it’s spot on, it’s still, there’s still the the the logo, the text, the payment methods, the dollar amounts that are gonna offer all of these same review points are still appropriate. So you need to use what’s part of your larger organization, if they have a business Pay Pal account, then the best is like the advice I can give you at this particular moment in time is to be using that other forms product of ours is our new product and drag and drop option. I will kind of like kind of go past it today when we go into the database. Okay, but as far as using this particular form, we would need to use our safe safe gateway or the other forms the gateway or pay business PayPal, that accepts PayPal or Venmo. So I hope that that answers your question. Okay, so really, the question is, what is your larger organization use? And can you add a nother processor to it? Or do they also already have a business Pay Pal account? If that Pay Pal is part angle is true, then I would say go the avenue of our other online form product. Okay. And yes, we could do the online forms of the same thing, we can do it with that product. Okay, so in here to continue on here, we are going to listen suggested recurring gift amounts, that’s right here in this section. Notice that we have $10 is agreed already, this was set as a default. Pretty nice to be able to set a default Gift Amount, just as it says right here. So lots that we are thinking about lots of we need I’m going to say to pay attention to because remember, this is the front facing to the donor, right? We want to give everybody options to say will you help us cover the cost of processing this payment right to here? It says help us cover cost? Right? You can I believe that the default is $3 up to a maximum of 10. You can change either of those numbers. Okay. But the idea is that when somebody is making that donation, are we going? Are they going to be paying that amount plus that percentage? Or are they just going to be paying just that amount, in which case, you as the nonprofit needs to take out that processing costs out of what they are donating? And it’s all spelled out here under Help us covers cost, right? Within the forms and because I brought up the other forms from Michael. Yes, both versions of the forms, they have slightly different options with how we say thank you. But the bottom line is we still automatically say thank you, you get to set it up, you get to have your words. Okay, and up at the top here. This is a part where you get to put in some text. Okay, this has already scrolled down so you can see part of what’s going to be showing in that automated Thank you. That’s a little bit different. Okay, there’s more options in that other form product of ours, but you can see here this is everything that somebody says had said that they want to do when they filled out the form. So that itself is pretty nice. Exactly what we want to do we want to basically they give us information and the price ability for us to process it, we need to say thank you and reiterate back to them. What, what they just sent us what they filled out on the form. So yes, the address, the dollar amount, all of that will get confirmed with them. So it’s good for their records and their review. Right? You can offer them of course, as most people do, share this spread the word as this says, within social media. And last, but certainly not least, when you have the data, the setup behind the scenes, right, we have the setup that is related to your DonorPerfect database, so that when you accept the data, and you bring that into DonorPerfect, it is exactly the codes that DonorPerfect understands. So that makes it all come together. So well. Everything that you see here, let me highlight this, like when you see the general ledger been restricted on the campaign of annual fund, the solicitation code, all of this, these are all codes right from your DonorPerfect database that you’re saying, put this behind the scenes of the forms, if they are the same, they all relate to each other. So it speaks and it syncs together. So what you’re doing and the success of all the data coming into the database, right? The codes in that it behind the scenes are there because you set it up behind the scenes of your form. So this is where we have to make sure that all the details are there behind the scenes of your form. I Karen is asking do those social widgets share that the donor just made a contribution? Or are they generic? To be honest with you, you’re going to set that up, you get to there’s a spot in this setup where you get to put some words, so it’s going to be I don’t want to say generic, it’s going to be whatever you set up, Karan so that when it goes there, it’s going to be those words, okay. So you have control over that, which is also super nice. So as it says here, consistent codes equals consistent data, we know that what we need, we need data to be entered, we can’t forget to enter it right we so we need complete data. And we need to make sure that it is spot on for what you need to have, okay that you are making these decisions in advance so that anytime that somebody comes and uses the form that is going to take, it’s going to create later on the data exactly as you want it to be. So on the left hand side is what it looks like when this pledge gets creative. But I mean, what’s going to happen first are going to your form. So this right hand side here is all about the form. What’s going on behind the scenes. Look over here. This says the solicitation is winterly. Right? The general ledger says that the money is going to be assigned to be unrestricted. Right. the thank you letter says that after this automated email, as what’s after somebody submits the payment, that what we’re going to do later is we’re going to send a thank you letter based on our recurring gift option. So imagine that when you’re in the database later on, here it is the thank you letter says that we’re going to be sending the message about thanking them for the recurring gift. Right, we come back over to the setup here on the right, the type of gift which is the method of payment. Somebody here says that the default is going to be the credit card online. This one says there is no sub solicitation.
And we’re also assigning this to be the campaign coded annual fund. So the money well, let me just clear my screen for a moment. So the money is going to be gone restricted. But the structure of what we did it says the campaign is Annual Fund, and the solicitation itself was my winter leap 2019. So different codes for different purposes, we need to set it up behind the scenes on the form, once we do that we know is going to come into the database just like that with all of those preset codes. So we get it because we did our homework I’m gonna say in setting it all up. Any thoughts about that? Okay, what I’m going to do now is I’m going to come into the database. And the goal right now really is to show you about different ins and outs I’m going to say about the form. And let me see here Jerry is saying Am I understanding correctly that a DonorPerfect form can create and or update a donor proof file? Well, it’s yes, of course. So Jerry, if John Joe went to your form, made a promise, they’re going to give $50 a month, and John Doe at that address is not in your database is going to be updated. Okay, it’s going to be updating by actually looking into your database for John Doe at that address. If it’s not there, it’s going to create a brand new record for that John Doe. So within the forms area, I’m going to show you this in a moment, you are basically telling the database, how to compare the data from your online form to what’s in your database. So if it finds a match, yes, you would then update that matched record, it would go in there, it might update certain information that it matched on, and maybe there’s additional information that it will fill in, okay, as well as added gift. So you might be adding a brand new record that John Doe record to your database, as well as of course, the new gift that goes with it, or it might be finding the record and maybe just updating a few fields, or just maybe adding the gift if that’s the if everything else matched up perfectly, perfectly. So I hope that that makes sense. Please let me know if it doesn’t leave as it is asking, is there a cost for every time a new monthly giving online form is submitted and or every monthly payment that the cost is for processing? Okay, so the costs for using the Save save gateway, there’s no monthly cost to have it sit dormant. If you’re just getting started enough, there’s no cost to simply having a gateway, okay? The costs are simply of using it, right? We go into any store, we go anywhere, and there’s a percentage of the transaction as well as a transaction fee. And that’s everywhere. So we have the same structure. Okay, if you want to learn more about that, and what your costs are, my recommendation is to reach out to your account manager, and they will send you or remind you of, of what the fees are. They likely are we’ll have a document ready and they will send that to you. So Lisa, yes, reach out to your account manager. Okay, you if you want to learn more about how well this processing takes place more about the big picture of processing electronically, we have our payment processing 101 webinar, that is part of our foundation series of webinars. It’s actually part of the foundation series number one, we have foundation series numbers one and two, the payment processing is 101 is part of the foundation series number one. So let me know if you have any questions about that. Lisa. Oh, my pleasure. Karen has says what support does dinner perfect offer for setting these up is kind of scary. What’s the best way to test? Okay, so fabulous questions, Karen. So this is actually a nice segue because I didn’t go in yet to the forms. So we do have a webinar about creating forms, we actually have two webinars one for the classic forms, let me show you on my menu here. So under Apps, we have online forms. If you have both kinds of forms, you will see that arrow and see both of these options. If you do not see an arrow on your screen under apps online forms, you’re automatically in the classic version. The other version that drag and drop form builder with that new and the orange background does not have any cost to it. All you have to do is ask if you went up into your help menu into chat support, all you have to do is say can you please add this to my vendor perfect package by going into chat from within the database, they know who you are. Okay, whoever their chat representative is, so you can go in there and simply ask for it. Okay, I’m not sure about the turnaround time on that. But that will take place for you. And yes, there is a webinar about getting started and creating a basic form in each of these different forms products. Okay, so today we’re going to use classic because I know that everybody here has classic, you might not all have the other version, but we all have classic to start with. Okay. And Karen is asking about what’s the best way to test? Okay, well, the best way to test is literally to put a form in test mode, which is really nice. And actually, because you’re asking about that I think that might be the first first topic that I will mention. So I thank you for asking about that, Karen. So look at that. So I’m at apps and online forums. And I’m going to come back here I’m going to click on classic where we’re going to spend the next good amount of time here. And if you’ll notice here on the left hand side, here’s the status of all of my forms, not my deactivated if I want to see deactivated forms, I look at the very top here, and I can ask to show my deactivated forms. So over here on the left, I’m going to see my active forms. And look at this, I do have a form in test mode. So I’m going to be showing and working with this monthly giving form. But if I wanted to put it into test mode, like Karen has asked, all I have to do is click on active, I have my choice to I wanted to put it into test mode, or should I deactivate it like I’m done with this, I’m going to put it aside, we don’t need to see this anymore. Okay, I’m going to put this into test mode, right, put this into test mode, I’m going to click Yes, I now have my monthly giving form in test mode. When I look at the form, I’m going to click here and look at my form. Notice that this now what this says at the top. Oops, let me come back in I just kind of close that up here. All right, so you can see at the top, right, the form is currently in test mode, you’re when you use this and practice with it. Okay, the idea of practicing is to get that donor experience of using the form the donor experience of that automated email. And then on the other side of it, you want to download that test data into DonorPerfect to now have your tests head on with DonorPerfect and see how it looks in your database. What did not happen, it did not get processed. It looks like it did, but it did not. That’s the entire purpose of test mode. Okay, so we want that to happen. We want to practice, we don’t want to spend money to practice that. Okay, so you will have the look in the feel of the donor sign the look and feel of the DonorPerfect side. Okay, when you’re done, you’re going to delete the trend that test transaction from the form side and you’re going to delete the transaction don’t perfect, both sides of the test, you’re going to delete, okay, but this is really nice. My database here is automatically in test mode, because I have a test system with a test gateway, but you have a real gateway. So you absolutely want to put your form into test mode. Make sure everything works like clockwork, if it doesn’t, I want you to fix it. Do another test doesn’t cost anything but a couple of minutes to test your form, test your data download, test all the settings that you want. That’s the best that you can possibly do. Right? Best practices there. When you are finished being in test mode, you come back into the status here with test I clicked on test. And I’m done with this. And now I’m going to activate it. And now I have my monthly giving form. Now it’s an active status. So what do you think, Karen? Does that look easy? Or do you have any other questions?
we’re always doing that. So here we get it, and we get a chance to look at it, you get to review it. Alright, so I think that’s a good thing. I mean, you’re welcome to change the words you know, on those buttons, like as I showed you, no problem there, you know, but you just need to make sure that you’re doing it because you want to for the right reason. Okay, but it’s not going to eliminate the need for that second page. And to be honest with you, I don’t think that it’s a big deal from a time standpoint because As we’re reviewing what we just entered, we’re spending money on something. We’re putting in our personal information, we just need to make sure that we’re reviewing it. And then it’s a quick submit and itself is I don’t think that personally, I don’t think that that part is time consuming. Right. Eileen, so as a follow up, Candice submit button be moved to the top of the second page? I don’t think so I’ve never tried to look for the position. It just asked for the order on the page. What it says type, it doesn’t know there’s no option for the position. So it’s there’s that you get to set up the position, the name of it, but you don’t, but the position itself is already set. Behind the scenes. Jill is asking, Does the Save save automatically charge the donor monthly once they have filled out the form? Or does a person have to manually enter the donor as a subscription? Ah, so this is a bit out of bounds, Jill? Okay. It’s really more of that payment processing webinar that I mentioned earlier. But the idea is that you need to download the data from the form. So on second, let me come back here first. So when somebody uses a form, you either have automatic download setup to bring the data automatically into the database, or they are sitting in the pending column. The new forms work differently than this. By the way, this is how these classic forms work. So when somebody uses the form, like you can see here, there’s one that’s pending here and one that pending here, I would need to click to download, you also have the option for automatic downloads. There’s pros and cons to both. Okay, so again, that would be a discussion I would say, later on or in the forums, one on one webinar, to be honest with you, that would be a most appropriate place, because I do want to certainly go back behind the scenes still, in a few minutes and review more of this particular setup here. Okay. So so the idea is that when you download into your database, the data from here has to get into DonorPerfect. Okay, once it’s in DonorPerfect, there is an option here under Tasks monthly giving. If I have this turned on, like I do in my system, then the answer is yes, the payments will automatically be processed every single month, assuming that that frequency is kept at month, it will automatically be processed in that in while doing that process is going to put it in as a new gift transaction, which is a pledge payment on the pledge that somebody made via your online form. Okay, when somebody makes that promise on your online form, they’re making a promise and making their first payment at the same time. So that first payment is in as a pledge payment of that pledge. Pretty nice. So as long as you remember to download that into your general perfect database, if you have manual Delos, make sure you do that. And if you have this automatic processing turned on, the money is simply going to end up in your bank account. And that transactional will be created for you automatically, which is pretty nice. Okay. Again, there’s a lot of pros to doing it manually, besides other different pros to have the automatic downloads. Okay, I don’t think we’re gonna have time to discuss that today. But I know it’s easily part of another discussion. Okay. About it’s sort of a combination between the online forms webinars and that payment processing. Okay, but if about the automatic downloads, yes, that’s a forms discussion. Okay. Eileen says we lose donations because donors do not scroll all the way down. Well, some people you might want to leave a message somewhere in your form, right? If you’re looking at the form, maybe as part of you know, some text that you might want to put in depending on what level forms you have. If you have this plus up in the top left here if it says Plus, you can put in some bullet points you can put in some text what we call a label, okay, where’s just texted no, and no fields, okay, you can put in a text and make sure that like, give reminder to to make sure they fill the form all the way out. I think most of us know that when we fill out a form for any purpose we have to put in who we are and how we’re paying. So maybe somewhere in there because that has to be done. You know, maybe put a note in there to make sure that everybody scrolls to the bottom make sure you click submit, or click Next or whatever, whatever text, you want to make sure that people get there for that payment. Okay, and Jerry says, Can you clarify what make sure you have it downloaded into DEP? Is it? So you have your form set up through good or perfect? So can you clarify what downloading into DonorPerfect. So when we have that pending column here, this tells us that the form has been used. Okay. When I click here, this is not the form that I’m working with right now will actually, let me do a demonstration. Let me I’m going to ask Jerry, I’m going to kind of put your question on pause for a minute, I want to go into this behind the scenes, okay. And part of that, I’m going to use the form. And by using the form, I’m then going to download my data. Okay. And over here, in my upper right hand corner, I have a section called download settings. Okay, I do not have automatic turned on this box here is not checked. All right. So I’m good. I’m not doing any automatic download. So I’m going to enter, I’m going to show you some behind the scenes now. I’m going to use the form, I’m going to download the data, and then we’re going to look at it in your database. How’s that? Okay. So more about, you know, I just want to make sure that we get the sense of what we’re doing and why. Okay. So let me come in here, I’m going to use this monthly giving form that somebody created, I hear poison claws monthly giving. Okay, so wizard where we were before, right, we’re going to be looking at the behind the scenes set up here with the dollar amounts, the frequency options, right, all of this here. So let me come out of here. Let’s close this up, I’m going to click edit. So here’s my pencil. I’m now in edit mode, I have here I get to work on my header and my footers on each and every page, I get to style it, I get to put in the colors and certain other choices in the style of my form and buttons and the rest options for my email that goes out to everybody. What applies here, on the codes ever behind the scenes I mentioned earlier, that when we have a was one of those the slides of the presentation port, we want to make sure that what we’re setting up here is going to be the options that we want facing the donor. And then we’re going to make sure that we have behind the scenes what the donors do not see this actually happening behind the scenes. So when we come up here, okay, this is the amount that we’re going to be showing on the screen, it is not hidden, it’s hidden column, it is not checked off, it is not hidden. This is a required field. I’m going to click over here, the view edit choices. And now I see the dollar amounts that I want to offer here and look at this, I can have my impact statements, I can add whatever I want. If you don’t need that, because of the kind of organization that you are, then leave it nice and tight and don’t put anything after the dollar amounts. And then of course, you can have a lot to be in one small area if it’s just dollar amounts. All right, you want to add another choice here, like look at this one here that goes from 10 up to 50. I’m going to say add a row. And let’s say I want to add $25. So I’m going to add $25. And if I want to put in what it what it’s for them, I’m going to say feeds, let’s say three animals for a month or a month. And I don’t want it here, I want to put it in order. So I’m going to use my up arrow. And now I have it in order. So it looks much nicer. Now that these numbers are in order. So for the monthly giving, we don’t want you to go too low, but have your lowest of every $10. Some people might want to go to five, but certainly don’t go much lower than that. Here. Okay, I’m going to click save.
So I just saved my change for that. And if I click save here on the page, and I click view preview page, I now have my extra choice here for $25. So I think that that looks nice. I’m gonna get out of there. If I want to change my frequency options, I’m going to click View edit choices here. And if I don’t want, let’s say I don’t want annual maybe I want monthly and quarterly only. I can just simply click this red X annual is no longer an option. I’m going to click Save. So now I have just monthly and quarterly as my frequencies. Make sure that you fill in everything possible because you remember by putting it In here, it’s going to go into your database later on. So that is super, super important. When people go into test mode, we talked about test mode earlier, when people go into test mode, and they use the form, they check everything out, they’re conscious of this automated email to review, they bring into DonorPerfect, and they say, why is half of my gift in my pledge screen blank? Well, it’s because they didn’t fill it in over here. Okay, so if we fill it in over here, it’s going to go into your database, and you’re going to be happy campers. And that’s what we want you to be. So make sure you’ve got coding scheme set up for yourself. If the code if this monthly giving 2023 was not here, I would need to go into DonorPerfect, create my code coming here, make sure I have a refresh screen. Okay, so that I can then have that brand new code. Okay, and just again, decide what your coding scheme is, this might not be your coding scheme, you might have monthly giving at the sub solicitation level, okay, you might have monthly giving at the campaign level and do something else within solicitation. So it depends on how you’re setting it up within your system, okay. But make sure you’ve come in here and fill the codes in, right. Part of what we also mentioned was, will you be sending another communication out, in addition to that automated email, okay, if you are, fill it in what is going to be here, same thing as before, if what you need is not here, go into DonorPerfect, create your codes, come back here and make sure you’ve got a refresh screen. And then you come in here selected and do a save. Okay, I’m gonna come in here, and I’m looking at the clock I what I want to do right now is I want to use the form. I’m going to download it and then we’re going to go into DonorPerfect and look at it. And then I’ve got a one more slide to share with you a recap of what we’ve talked about today. Lisa is asking, is there a way to save documentation that donors signed up for Pledge? Well, that’s exactly it. When we download it, it is that documentation. And you’ll actually I’ll show you where some of that is also located. Okay, but let me use the form. First, I’m going to click over here was in close monthly giving, you’re going to be in test mode. So you know what, let me go back into test mode. And I’ll do it there as well. So here I have my wasn’t closed monthly giving us in test mode. So I’m going to click here, I see my red at the top, which is fine, I’m going to use my default of $50, I’m going to keep my monthly option. But remember, I removed annual just before, I’m going to keep it as monthly, I’m not going to make a tribute. So I’m just going to put in some of my was saved here in my browser. All right, so let’s do this. I’m Sylvania. And okay, good office information. And I have right now my form is set up for both types of payments, I was going to come in here and just do a test number. So I have a test. And every by the way, you can use that same test number four and 1015 ones. And I’m just gonna put a date going forward. And there we go. And I’m going to click Next. And now that was asked before about that review, I’m going to review it, make sure everything is the way that I needed to be right, any questions, I could reach out to somebody right here, it’s all good. I’m going to now submit my payment. And now I have everything here, right, this is now my receipt, I can print it. Remember that an automated email went out as well. I’m not going to open up that right now. But I am going to come back to here and refresh my screen. So I’m just going to click up here with his logo. And look at this. I have the number one right here. This is in the pending column. So I’m going to click on the number one. And I see that I made a donation of 5150. Right now I’m looking at my summary option. So Lisa was asking for for some more documentation. I’m going to download it in a moment. But before I even download it, if I click Complete, I actually see more information right here. And if I did have attribute this is tribute would have been a Y for yes. And there would have been more details right here about the tribute. Okay, so this is one way to simply look Liza. But otherwise you’re going to you’ll likely keep it in summary mode, download it like I’m about to do and look at it in DonorPerfect. So I’m going to click the checkbox right here. I’m going to click download to generate perfect. I now found myself already in the database. So within my DonorPerfect online forms, I’m at use number 111. Within the DonorPerfect database, I actually have the donor ID of 954 and It looks like I’m a match. Okay, so I’m going to say you know what this is good. I’m just going to add the gift to that existing record of 954. I’m going to click continue. Okay, and that part is done. All right. So my one disappeared, and it got added to the four that was there. Now we have five downloaded, I’m going to come back into DonorPerfect and open up 954, it was only one record. So it’s easy to remember which one it was, I’m going to come into gifts. And now I see my 5150. That was from July 19. I’m also going to see a new pledge, right? Because remember, this was a recurring gift. So I made my promise today, and I made my first payment today. So if I click edit, right, I say my bill amount is how much I paid green to my done recovers cost, right, I left my frequency as monthly. The way that I get made it, I made have a commitment for being part of automatic processing. So this is all turned on with my payment method. And look at this, I have all of everything is filled in that I wanted to be filled in because of my form setup. So that was really nice. So to come full circle Luiza, this is your documentation of the pledge. And I do see my first payment on the bottom that I’ll also see within my gift screen. Okay, so when. So coming back to Jerry, when I was over here, I just had pending and now it’s and it’s no longer there. So I made sure that it was downloaded. Okay, so by now with my pending is down to zero, I know that I have downloaded it. Okay. So the automatic processing within DonorPerfect. Again, we talk about this in our payment processing webinar. All right. So I see there’s another question or two, I’m going to save this, I just want to come in and be cognizant of, of an hour, everybody’s time. But I’m happy to come back in and finish answering ask answering questions in just a moment. But we’re getting close to that hour mark. So I want to be respective of that. So we have a lot of great questions to learn more about some of the online forms, which is really great. We know that it certainly does make this make the experience really nice and convenient for your donors, okay, so you want to get them to your form, you want to get them to want to come and be part of your monthly giving program. Right? You we want you to create that let brand recognition, right, and that monthly giving program recognition. So pull it all together, have said it’s complete representation of who you are and what you’re doing for sure. Okay. Remember that you need to have a merchant processor and that safe safe gateway account. There were a lot of questions about that. Again, if you go to the online, the the new online forums product with a drag and drop option, you do have that edit option for the business Pay Pal account, that also then comes with demo. As another option when you when you come up with that PayPal. Right, so I’m going right you have when you turn the automatic processing on, right, those gifts, those payments, those regular payments are going to be automatically process added to your database, edit to your receiving process, if that’s how you’re setting it up is part of all of your reporting, it simply is getting in place for you. So you’re not doing any of that data entry, no swiping cards, none of that is going to happen all behind the scenes, right? So check out that monthly giving success hub within our website. And good luck to everybody with all of your forms setup. Oops. This today was the second of five webinars on the topic of monthly giving, right yesterday,
some of you were here for the beginning steps tomorrow was communicating with donors. Next Tuesday and Wednesday, respectively, are the ins and outs of monthly giving, as well as reporting on the success of monthly giving. So that’s going to be just a big session on various kinds of reports. So really, really quite nice. All right. I’m happy to answer any more questions. Of course, I want to thank everybody for joining me today. Fabulous, interactive engaging session together. So I thank you, thank you. Don’t forget to download the handouts if you have not done so already. And I’m going to come in and back in and start answering the questions from where I left off. So thank you, Lisa. Appreciate that. Let me see here. Tom asks, if somebody is set up for monthly payments and a charge does not go through one month, would I get notified? The answer is yes. Yes, but I do have to tell you that come into tasks monthly giving, right? You see here it does say, automatic turned on, I want you to click Edit Settings here. And you want to you want to have this, you want to make sure that you or somebody else, if you want more than one person, put a comma in between so that you were going to get an email of what was processed that day. And you’re going to see what was successfully processed and what failed, you’re going to know right away, okay. And remember, this happens overnight, right? Somewhere around five o’clock Eastern time every day. So you’ll get a daily email about what was processed that day. So weekends, holidays, whatever, you’ll come in Monday morning, or the day after a holiday. Okay, and you’re gonna get you’re gonna see these emails from each of those days. So you can act upon it right away, which is what you want. So I hope that that answers your question completely. Tom. Let me see, Liza is asking, is there a way to see if a pledge is from online forms versus one that I just added? Absolutely. So let me come back to my pledge. And let me come back into pledges, I’m going to click Edit. And at the bottom of every screen, if you do not see a higher up on the screen, where it says who created it, and when you can always go to the bottom. And in here I see the created date and created by as well as who modified and when. So it says here it says W L A, okay, we use are these classic forms used to have the name of Webb lake. So we still have the W la for web link administration. And it says the date as well. You may like to some screens, this one particular doesn’t have it here, additional information. But some screens, you’re yours may have a section called audit information. And if you have audit information displaying it might literally have like who created it and when who modified it and when. So that might be here. This particular screen just has the pledge details and additional information. But I have seen that in a lot of screens where it says audit information. And it’s a matter of how you like your screen to be. But certainly on the bottom, this is certainly telling you exactly what you just asked for. Did I create it did somebody else to enter it was a creative from a form. The other forms those other the new form, instead of W la it actually says DP forms. Okay, so you’ll know based on that creative by exactly what’s going on there. Okay, my pleasure, Liza. All right. Another question from my lane, will we ever have the capability to review the donor, if there are no matches to our database to help prevent duplicates, instead of automatically creating a new record? Well, I lane that’s all part of one second here, this download settings over here. This is where you get to decide the matching criteria. So reviewing the data, your specific question, the answer’s no. You when you want to review, you want to start by reviewing your matching criteria on the screen. And that is also why we always recommend periodically on a regular basis coming in and looking at merging duplicates, run some reports to see if you have any duplicates, people have moved, maybe they weren’t in a rush and they spell their name wrong or address some kind of reason why you did not match. Okay. Connie is asking. So next month, if I have auto payment on will the update and DP be automatic. And if I want it to be manual download, where would that show up. So the auto payment is from this screen tasks monthly giving the manual download is all about here about coming in here to download settings on the screen that I’m on. So the manual download where you get to look at it before downloads. And that’s by the way is only if it looks to find a possible match to what Lisa was asking thing was oh, no, I’m sorry, Eileen was asking if it does not find a possible match is automatically going to go and create a new record. So I got prompted because it looked like it found a possible match. So when it looks like it finds it, it’s going to show it to you. If it doesn’t find a possible match, it goes in there and creates brand new, right? manual download with that show up in the same pending Oh, in the same pending column as a new you just showed us. Everything shows up in the pending column. So you’re clicking on that number in the pending column. And that’s when it does all that comparing to each other. Okay? So at that point, it’s going to either go into the database as new or it’s going to show it to you With an annual download for you to decide, is it the same? Should it be created as new? what the options are? Right? I would say join us for that other webinar, because then you’ll get, you know, we’ll go into all of that again. More specifically, I know a lot of questions today are about forms not always as specific as a monthly giving. Okay? Charlottes asking is your way to add photos to the body of the online form, instead of appearing at the top? I’m going to say our new forms the new drag and drop, so one second, over in this new one with the orange, the answer is yes. In that classic, there’s no way to add a logo or an image in the body. It’s only in the header up there. And maybe it’s in the footer too, but it’s but it’s not in the body of it. So I hope that helps you out Charlotte. So, wow, fabulous, fabulous questions, everybody. My hope is that you’re taking all of this great knowledge and it’s going to help you create your monthly giving online form. And I we hope that you continue to join us for the rest of this webinar series tomorrow, next Tuesday and Wednesday, all at one o’clock Eastern time. So when everybody have a great rest of the day, and look forward to seeing you all at the next webinar, take care bye byeRead Less