Online Forms for Monthly Giving

You have one o’clock on the dot that is Eastern time. So again, if you’re joining us from the other side of the country, I want to wish you a good morning. Welcome to our webinar today. This is our online forums for monthly giving webinar. This is part of the monthly giving series Read More

You have one o’clock on the dot that is Eastern time. So again, if you’re joining us from the other side of the country, I want to wish you a good morning. Welcome to our webinar today. This is our online forums for monthly giving webinar. This is part of the monthly giving series that we’ll be doing today, tomorrow, and then two more next week. To kind of round things out, I’m going to go over some housekeeping items, introduce myself, and then we’ll dive into the content with regard to online forms and monthly giving.

I’m going to go over some housekeeping items, introduce myself, and then we’ll dive into the content with regard to online forms and monthly giving.

So I want to first begin by letting you know that if you have a question, you are more than welcome to put it in the chat. That’s really where I keep my eyes. But if you want to use the Q and A, you’re welcome to do that. I am going to try and display that now, just in case somebody has a question, and I do see I. Someone said, hello there. So I want to keep both of those up and going so that I can see, regardless of where you put your question, please feel free.

Whatever is easier for you, please do that. I’m happy to keep an eye on both places for you. Okay, so that’s the big deal. Any questions you have, please feel free to send them over. I’m going to send you a link right now. This is a link to our monthly giving success kit. You can go to that and download the kit. You’re going to get this wonderful kit of great tools. There’s the monthly giving calculator. If you were with us yesterday, you would have seen that. So let’s talk about what we’re going to be doing today. Then we’ll do an intro, and then we’ll get started.

This particular webinar is an the second in the series, our monthly giving series, and what we’re going to be focusing on today are online forms to help you launch or execute your monthly giving program. We’re going to show you how easy it is to create a form that will allow for monthly giving. You’re going to be able to customize it and brand it in your own way, and that’s going to allow you to, obviously share that information out with your donors, your prospective monthly giving target market. And so we want to make sure that you understand what the forms can do, how easy they are to put together. And it’s going to be pretty, pretty cool. So what I’m going to do is introduce myself. Hello. My name is Donna Mitchell. I am your trainer today and for tomorrow as well. And I certainly hope you’ll join us tomorrow for our next in this series. I’m really happy to be here with you.

So donors expect convenience when donating right. Monthly giving allows donors to contribute to their favorite organizations in the most convenient way, smaller, more frequent gifts. So there’s two pieces to this that I want to speak to, and if you have any thoughts, agree or disagree, please feel free to put it in the chat. I want you to be a part of this conversation. So the first part is, yes, I think donors really do want it to be convenient. And you want it to be convenient for them, the easier it is for them to donate, the more likely they are going to donate and donate again, right? So that’s piece number one, but the other part of that is being able to do monthly gifts allows someone who’s really passionate about your organization but is not super duper rich to be able to give those sustaining gifts, even if they’re smaller in amount. Yesterday, we talked about, you know, Sadie, that gives that one time gift every year, at the end of the year, $400 as opposed to Joe, who gives a $10 gift every month. Well, ultimately, we’re going to get more money from Joe, right? Because he’s giving $10 every month. He’s already up $20 over that one time donor. So we don’t mean that. You know, one time gifts aren’t helpful. Of course, they are. They’re wonderful. But this series is all about how to create a monthly giving program and how to execute that monthly giving program, and one of the ways is going to be using your forms. So in today’s session, we’re going to go over online giving essentials. We’re going to show you how to create a form for monthly giving. Specifically, we’re going to go over a recur.

And gift online form show you how easy it is to create one. And then we’re going to talk about codes. Codes for the win. Codes are huge, huge part of DonorPerfect. So the more you understand about how codes work, particularly your gift codes, this is what’s going to give you that robust report integrity that you’re looking for and that you need. So the contents of this webinar may contain features and fields that are different than your own. If you have any questions, please feel free to ask that’s what we’re here for, so either in the chat or the Q and A.

All right, so let’s go over some essentials of our online giving tools. So the first would be the DonorPerfect tool, and what it’s for. So the DonorPerfect tool, we have classic forms, and we have online forms. We also call these DP donation forms, or drag and drop forms. These are our online donation forms that allow for you to create forms to put on your website, to send to others, allowing folks to create a recurring gift. All right, so we’re going to show you classic forms and the online forms. Both are now available in the United States and Canada. So regardless of where you are, you’re going to be able to have access. Everyone has classic forms. If you don’t have our DP donation forms or drag and drop forms, you can reach out to your client, account manager or support.

The next thing that is required is the merchant processor. So the merchant processor is the entity that processes your monetary transactions and deposits the money into your bank. So in order to use our forms here in the States, the merchant processor is dp payment services and in can or powered by safe save or pay safe in Canada, that is a requirement. The next requirement is a safe save gateway. The safe save gateway is our secure, PCI compliant, web based tool to help manage your payments. So the gateway is the bridge between your DonorPerfect donations that are put in by your donors, and it translates that information over to the merchant processor, who provides the authorization so that safe save gateway is absolutely required. And then monthly giving, we have an automatic process for pre authorized electronic gifts. So the nice thing is, if you’re using the forms and someone makes a recurring donation, it’s going to go into DonorPerfect as a pledge, but their credit card or bank account information is held in the gateway, safe and encrypted, and that’s what allows for those automatic payments to come out every month. So you basically don’t have to send out pledge reminders or anything. It just keeps coming out. So very, very important as far as monthly giving in the automated process, this will be covered in the ins and outs of monthly giving, which, again, is part of this series.

So first thing we’re going to talk about, we’re going to create a form super, super easy. Now, when I do it, it’s going to look I’m not going to make it as fabulous as you’re going to be able to make it, but I’m going to show you how easy it is to create a form.

When you use our forms, you’re going to be able to add your a logo or a picture like this, you’re going to be able to use text to tell your story, right? You’re going to be able to list suggested recurring amounts. So you’ll see here. Remember yesterday, if you were with me, yesterday, we talked about how we were able to get our starting ask, and basically it’s going to be a third of your annual, your average annual amount, over for donors that have given over the last two years. So we never go lower than 10. All right, even though this says five, we never go lower than 10. So we would be able to set those but you’ll notice this $10 is set as a default. I’m asking for at least 10 a month. If they want to change it, they can, but you’ll have the ability to mark a default amount.

There are going to be options for you to have the donors help you cover your administrative costs. This is called donors cover costs. And. And it allows them to add a certain percentage, up to $10 per transaction to help you out. One of the really neat things with our forms is that your donors get an automatic email, thank you with a receipt. So as soon as they complete their transaction, they’re going to get an email thank you. You’ll be able to see at the very top, up little hard to see up top there, but that’s part of the Thank You message, and it also includes, it includes their receipt information, and this is important because MasterCard regulations, and I’m not sure if other credit cards are requiring this, but in order to be compliant with MasterCard, the automatic receipt must be available. It must give them the ability to cancel at any time. So they would see that verbiage also prior to submitting their electronic recurring donation, the donors provided with a summary of what they’re about to commit to. So when we go do this form and do the transaction as a donor, you’ll be able to see exactly what I mean, and it’s all compliant. You’ll also have the ability to share your links on social sites, or, I’m sorry, not only that, but your donors would be able to you could say they could share it on Facebook, X, I’m sorry, LinkedIn, x, and via email, and it will say something like I just gave to and so they’ll be able to spread the word about how they’re supporting you. The best news of all is that it syncs with DonorPerfect, so when those transactions are done, they’re either automatically or manually downloaded into DonorPerfect. And you’ll notice that it creates a gift record, and you’ll notice that my gift fields are all populated. So now, when I go to do my reporting and I want to see how well we’ve done in our monthly giving program, or my annual appeal for the monthly giving program, I’m going to be able to run a report to see that information. So what I’m going to do is I’m going to show you what it looks like once we get the data from the form into DonorPerfect. So I’m going to create that for you now. So I’m going to jump into DonorPerfect. There we are. So here I am in DonorPerfect, and I’m going to begin by creating my forms. I’m going to do two I’m going to do our classic forms, and I’m going to do our drag and drop forms. So in DonorPerfect, you’re going to go to apps and online forms. Now if you have access to both, you’ll see that little arrow, and you’ll be able to select one or the other. Right? Everyone has classic forms, so you may only see this. If you do have drag and drop forms, you would see that listed there. So we’re going to start with our classic forms, and both of these, we’re going to create a single, recurring form, recurring gift form. So I’m going to go to online forms, and it takes me to the review and acceptance center. We call this the rack, and this is where you’ll see all of your forms, and all the information about your forms, how much money they’ve raised and all of that. We do have an online forms webinar. So if you want to check that out, you certainly can. I’m going to begin by creating a form. When I click on Add form, it opens to display my form library. I can go in and select any topic, and then I can create my new form. What we’re going to do here is use this single donation form. If you’d like to preview the form, just click there and it’ll show you what it looks like. This particular one you can do either a one time or a recurring. We’re just going to do recurring. This is for my monthly giving program.

So I’m going to use this template, and I’m going to call this my gems program, 2024 and I’ll just put monthly giving one here. Okay, all right, so when you’re creating the form, you’re going to give it a name.

You also will see that the payment option. Credit Card and US Dollars are selected by default. If you want to accept checks, you certainly can, and I would check that even if you don’t think you’re going to. And of course, if you’re in Canada, you’re going to use the Canadian dollars option. Now, because this is a single form, it gives you the ability to display both, but once again, the person would only be able to do one or the other, so we’re not going to show the one time donation. This is just a recurring gift form, and then you can put in an email address of someone in your organization that should be notified that a new form has been created. I click on finish setup just like that, and now it tells me my form is ready to go. Now active just means that the form is active and ready to go. We have not shared anything with anyone yet, so now’s the time for us to work on it. I’m going to go to continue to form, and this is where we do all the magic. This is where we’re going to be able to design our form, define our asking ranges. We’re going to be able to add colors to match your brand and all of that. So I’m going to go through this relatively quickly, but you will get the point. You will get it. When you land here, you’re going to land under the basics. Edit Header and Footer. Pretty straightforward. The header is the top of your form. The footers are the bottom. You’ll notice there’s an option here to hold. It’s a placeholder to add your logo or image. The one thing you can do, and I usually do, is just delete that, and then here in our editor, I’m going to click on Insert image. Now you can drag and drop an image. You can upload an image, but if you go to the folder, any images that you’ve already uploaded are going to be stored there. Okay, so I’m going to use my ABC foundation header. Yes, I created that. And there we go. So it’s nice and big and pretty, and you will see there it is. Now this particular form, if you go here, it says pages. This tells me that there are three pages to this form, just like a paper form. So the first page is the donation part, the second page and where you put the money. The second page is the confirmation. Remember, we talked about MasterCard. We want to see exactly what we’re about to commit to, and then we have the receipt page. What this is? What this allows you to do? If I scroll down, it says you can save here, or you can save to all pages. Now, here’s a Donna love note. I always select Save to all pages. That way, if you forget or you get distracted, that never happens. You won’t have blank. You won’t have that blank on all of those. So let me just show you what I mean. So if I go to the confirmation page, you’ll see it’s there. And then if I go to the receipt page, you’ll see it’s there. If I want to change one, absolutely, I can do that. So now I’m going to go here and look in my folder, and I know I have a nice thank you in here. Let me see. Oh yeah, let’s use that. Ooh. I like that better. Okay, so we’re going to do that instead, and it kind of matches my colors. So I feel real, real good about that. So I’m just going to click on save, all right? So that is how we set up the headers and and in the form. Now, if I go to the tab that says page footer, this is where all of your policy information is so your privacy policy, it lets them know that you’re taking their credit card information. This is also the other piece that makes this compliant to indicate that they just need to notify you if they wish to discontinue their pledge. So as long as that line is there, you’re golden. Please consider using this. You can also edit to add your contact information there. All right, so we save this. Everything’s looking good. If I go to preview right now, here’s where I am so far, and you will see there’s my footer. Okay, so far, so great. Now we’re going to go in and style the form. So styling the form is really fun and cool. It literally allows you to use your hex codes if you have them to put in. And I. Um, kind of get your brand going. I don’t remember if I have hex codes here. I don’t think I do. Oh, lovely. That’s all right, what I’m going to do. So let’s just say, Donna, I’m really I got a lot to do. I don’t have a lot of time to do this. Guess what? We can go in. We’re going to leave it at the default so it’s flat. We can come down here and choose a default theme color. And guess what? I’m done that fast. I didn’t do anything but change that. So now when I go to Preview, you’ll see my form has this pretty background. If, of course, you want to edit Absolutely, you can do that. So I definitely want to change this is nice, but I want to change that background to white. So I’m going to just go to my customizations, and I’m going to make this pure white. Did I get it? Oh, that’s that piece. I think it’s this piece here. Hold on one second. Sections. I think the background, that’s it. I wanted this part. That’s the part I’m looking for. But that’s okay, um, we go here. Maybe I think I did that. Okay. Well, whatever the point is, you can use your colors now, just so you can see, here’s where, and it’s really hard to see. See the gray areas there. If you have your hex codes, you can put your hex code in and it’ll pick up your exact color. Okay, the other thing this is really pretty. The other thing I wanted to show you was, like my border colors, right? If I wanted them to be more of the blue, I could do all of that. So you can design that, make it fabulous. All right now the email options, remember, I said that your emails automatically go to the donor when they’ve successfully competed completed their transaction. So you’re going to be able to set this up with your own verbiage, whatever you want. So I’m going to say this is going to be from me. The reply to is going to be our info at right. So that way it goes to a mailbox, but it’s not going on to me. And then you can say thank you for your support. And the subject, these are merge fields, so if you wanted to say comma, space, first name, exclamation point, and down here. You can update the verbiage in your email. You can also change your thank you banner there again. I’m going to go to my folder. I’m going to get this one here. When you use that one and save. So I’m just showing you how easy it is to get this going. All right. Now we’re going to go to set item codes. Now if you’re looking at your email or you’re not paying attention, which I know you all are paying strict attention. This is important. This is important. So we talked about the gift screen, right? And in that gift screen, we have those COVID fields. We if you’ve been using DonorPerfect, or even if you’re new to DonorPerfect, when we go to a gift screen. We want as many of these fields filled in as possible, right? Our general ledger, our campaign solicitation and so on. These set item codes are the gift codes that we’re going to be defining an item on a form is a monetary transaction, a one time gift, a recurring gift, a ticket, a sponsorship, right? We want to code this behind the scenes. These fields are hidden from the donor, but when they download into DonorPerfect, they will fill out your gift record, so important. So I’m going to do this. This is going to be solicitation. We’re going to call this monthly giving 2024 my general ledger code unrestricted, is perfectly fine. We’re going to do my. Thank You letter. I should have a monthly giving Thank you. My sub solicitation. In this case, I don’t really have a sub solicitation. I’m not doing this specifically for lapsed donors or anything. I could say it’s monthly giving. It’s just another way of defining that. But you really don’t need a sub solicitation.

It’s my annual campaign. It’s my monthly giving program. And the gift type payment online form, W, l, a, and that’s an old code, old word, web link. Administrator. This used to be called web link, so now I have these fields populated when those gifts come down into DonorPerfect, all those fields will be populated, and guess what, I’ll get the reporting that I need. The other thing that I want to show you here is the view edit choices for the amounts. So we talked about the amounts, and we don’t. Nobody’s going to give us $500 a month. That’s just not going to happen. So we want to make these Remember, we’re trying to reach out to people that give smaller gifts so that they can give more frequent, smaller gifts. So what I’m going to do, I’m going to change this to 50 so we put the value to store. Is what’s behind the scenes in the form, the value to display is what your donors see on the form. Okay, you can even include a text, right? $500 will help 50 children, whatever, right? So you can even put text in there. So this is going to be 50. This is going to be 25 and I’m just updating this. This is going to be, let’s do 20. Going to change this to 20, and then we’re going to do 10,

and then this will be dollar sign, 10, awesome sauce. So there are my options. I can add as many as I like. You don’t want a ton, right? We don’t want people figuring it all out. And typically you want to add two at a time, because this other is always going to be there, so they can type in what they want. So I might want to do, let me do another one. I’m going to add a new row, and this one’s going to be, I’m uh oh, maybe I could do, let me do this. It’s going to be 35 and I’ll do that. Another cool thing that I see this is a Donna love note. Another cool thing that I see clients doing is they might have a specific number associated with their organization, right? So maybe they were founded in 1940 so it’ll be an amount like 1940 and then the next amount is twice that, and so on. It’s really cool. People really get creative. Now I don’t really want my 35 there, so I’m going to use these arrows to move it up and there, and we’re going to come down here. Now if I want a default amount, I can select it. So I’m trying to get people to the $25 mark. That’s what I want. That’s what I’m hoping for. If they give more, thank you. That’s great. All right, and now we’re going to click on save, okay? And now we’re going to preview the page look at this. So there we go. There are my amounts, there’s my default, and then the other they can put in an amount that they want. And I usually do this on that one again, this is another Donna love note for the other I type in surprise us. And now when I preview that’s the way it looks, and that cool. All right, links and sharing. So this allows you to name your form, which is the gems program. Let me get this copied. So this our gems program, and I’m going to click on Create, and when I do, it’s going to give me my links, my friendly link, my Bitly short link, and my embedding link. This is what you would put on your website. You can also generate a QR code, so if I copy that Bitly and click on, generate code. Code. All right, you all go ahead and take a get your camera to take that so you can go to my form. This will take you right to the form. So think about how cool that is, because links really, they’re only valid, valuable when they’re in an email. So you can click on it while you’re on the computer, but now you can use these QR codes to put it on your written materials. How cool is that? Right? So cool. Alright, I hope you all got a picture of that. I’m just going to go ahead and click download. Alright, so we’ve done that under fields and items, you’re going to be able to add additional fields of information. So if you wanted to add a field, you certainly could under item availability. Remember I told you, well, in this particular case, you can’t add another item, but if you had a multi item form, you could add additional items there. I under Additional options, I’m going to go directly to the donor cover cost piece. So if I click there, you’ll notice it says, show the donor, donors cover cost piece, and it’s 3% up to a maximum of $10 per transaction. So here the three is kind of like the industry standard. You could make it higher if you wanted to, or lower, and then you can raise or lower, keep the $10 per transaction there. Okay, you have some additional settings. This is the verb that you could edit, and also selecting Yes, by default. I personally am not a fan that it’s already selected. I would prefer that they select it. A lot of times people don’t read and the last thing you wanted someone to call and say, I didn’t know I was adding $10 to that. I would rather them select it. And people that are giving online on a regular basis, they’re getting used to that they know. They know what that’s all about. That’s just my personal opinion. Whatever you do and works for you. I’m all for it. All right, so we created our form, we have our link. I’m going to put this form in test mode. So this is something you all can do, so you can test your form and experience it the way a donor would. So here’s what I’m going to do. I’m going to click here, and if you use your QR code, you’ll be able to get there. I’m going to click here, and now I’m a donor. Oh, look at this lovely form, and you’ll see the pretty pink. That means it’s in test mode. I want to do 25 a month. It’s already selected for me. It’s going to be monthly. I don’t have any other option there. They would be able to do a tribute. We’re going to fill in some information here. So let’s do Connie Russo. I had a friend She’s long gone from now, but so we’re going to put 7548 forest, and that’s in Philadelphia, PA, 19150, and I’m just going to do the email to myself, so if I remember to show you the email that What it looks like, then we’ll be good to go.

So here’s the help us cover our costs. It’s selected no by default, but you’ll see it would add the 3% up to $10 so if it were, if it’s the $25 it’ll be 75 cents. And then I can add my credit card so we’re going to use it’s 4012, that’s the one. This is the one I want. Eight, I think that’s right. Okay, 1220, 611, six test mode. Why am I doing it in test mode? Well, one the most important thing is it will not charge your credit card so you can put something fake in there. It’s all good. You know, you’re good to go. It will not take a payment, all right, so that’s why test mode is good. It still creates a transaction. It still acts the same, behaves the same, but it just won’t take a payment. There’s our information, Hey, okay, if it’s a pledge, I gotta call them and cancel it, and then we click on Next. This is the confirmation. Page. So this is the page that says, This is what you’re you’re doing a recurring gift. You’ll see, this is exactly what we need.

We click on submit payment, and the donor will get an on screen receipt. Remember, we did, there’s that receipt page. We did that cute picture on they get this on page receipt, and this is where they can share it. Oh, I want to share it on Facebook. Let’s just say so it opens up and it would have your verbiage there, and they would say, I just donated to this organization. Cool, cool, cool. All right, so now we’re done. This is the donors. They can print this if they want, but guess what? They’re going to get the email anyway. Alright, now I’m going to refresh my screen. I’ve come in the next morning, and oh my goodness, I have an automatically downloaded transaction. So they can automatically download, if I go into DonorPerfect and look up Connie so her transactions there. And what does it do? It does two things. First, it creates a pledge. So it it creates this recurring pledge for $25 a month. It fills in all the values that I asked it to right, awesome. And it holds the credit card there. So now this will be automatically processed on the ninth of the month for $25 until Connie calls and tells us to stop. It also takes that first pledge payment, and there it is. So this is a gift. Fills in all those values, and it indicates that it’s a pledge payment. So that’s what it does. Isn’t that neat? All right? So now let me see if I can find that email. Hold on. I don’t want to freak y’all out with my crazy inbox here, but doesn’t look like I got it yet. Hot dog. Here it is. Here it comes. There we go, dear Connie Nicole. It gives her everything she needs. Okay, pretty neat stuff. All right. Now I’m going to quickly show you our drag and drop forms. So back to apps, online forms, drag and drop. Now, these are a little easier, and they are very, very what’s the word I’m looking for? They’re pretty neat. Actually, I’m gonna delete this. All right, so I’m going to do this create a new form. Now, when you’re creating the form, it asks, you can just see the numbers, or you can show the numbers, the the amounts and the impact. So this is going to be my gems monthly, giving 2024 Oh, my, let’s spell that correct, all right. So we click on Create Form. And again, this is a little easier, because it’s a drag and drop. So I’m going to go here and browse and go get my picture. The reason I’m doing this is just because it’s easier for me. Okay, so there’s my ABC foundation. Make it a little Oopsie. Oopsie. Doodle back up there. There we go. I didn’t want, I don’t want you to do that. Stop it. I wanted it to be smaller, but I guess it’s not going to let me That’s all right, it doesn’t matter. I just want to show you how easy this is.

Here’s my title, your gem, or you could be, please support us with your monthly gift and. Alright, so of course, we could make that all fabulous and pretty alright.

Let’s just pick something old center. See, I always say I’m not going to get all into it, and then I do. So can’t help myself, alrighty, this is body text that you can use to give more information about why this is important, your goals, your mission, and all that good stuff. And what happens is when you click on these, for example, let’s say this wasn’t here, right over to the right, to the left, this is where you have areas that you can put stuff. So for example, this is my headline I want to do here. So that is the same thing. I don’t want to do that. Get out of there. Okay, I thought I put my title there. I’m not going to keep doing that just, I just want you to see how easy it is to move around. I don’t really want tributes on this one so I can get rid of it. If I did want it, I would just go to tribute and drag and drop. Easy, peasy.

Okay, next, and this is the most important part. So here, whenever you select a section like this, the amount section, it’s going to give you some options. So first of all, you’ll see that you can do both one time and monthly. You can have it default to monthly, but remember, we’re only doing monthly. So what do I want to do? I’m going to go to amount settings and I’m going to turn off one time, and now only monthly gifts. And of course, you can show the amount, or the amount with impact. I can then go in, I want to be a gem and give Okay, so there you’ll see. You can change the verbiage there. If I go back here, I can change my amounts. Remember? So we’re going to do 10, and this one’s going to be 2550, 75 let’s just leave it at that. My default amount again, I want it to be 25 but the fun part is, you can add additional amounts. Here’s the fun part, if I go back to style. So there’s only two things, the style here, the accent color and the background. All right, here’s the cool thing, when you can put in your text, your hex codes, but if I go here, there’s a little dropper. If I take that dropper and place it, it will automatically update that. If I take this dropper and, let’s say I want to do the colors. I want to be that color. Oh, golly, two whiskers. That’s just so pretty. That’s it. That’s all I have to do. There are additional things, but let’s go to the fields. So in here you have hidden fields, and this is where you can assign your codes. So we have the campaign, the general ledger, the sub solicitation, the solicitation and sub solicitation. So I’m going to assign my campaign code, monthly giving, whoops, monthly giving campaign, my general ledger, unrestricted, my solicitation monthly giving, my sub solicitation monthly giving. Okay, easy peasy lemon squeezy. Now there’s a bunch of other things, but we’re not going to go into that, because I just want you to see how it works.

We’re going to publish it, and we’re going to forgot I had to do that, Jen if, oh, you know what. I know what to do. I don’t want to do that. Sorry.

Cancel gems. Let me go here. I’m going to edit this.

Hold on one second, settings. Email. So I can use one of my DonorPerfect templates, and I’m sure I have a monthly giving Thank you. Phenomenal. So now we’re going to publish, for heaven’s sake, Donna Mitchell, two more, 5555, and D mitchell@donorperfect.com you can also display your 501, c3, in your emails. Alright, so now we’re going to publish hot dog. You can create your QR code there. Okay. Now the one thing here that’s different than the other forms, we cannot put these in test mode. We cannot so the transaction is the transaction. If you’re going to test it, it’s a real transaction, please don’t put anything lower than $5 okay, so I’m going to click on view my form. Now I’m seeing it as a donor. Look how pretty that is. Golly. Couple other things. There are accessibility options on these forms, so people can change it if they need it, contrast or whatever. So let’s just go through this. Tell us about yourself. So this is going to be Barbara.

Let me change this, Barbara Jackson, and that’s going to be be Jackson at no real email.com. Phone number is not required. Address is so we’re going to make this 987, market have, and that’s in Ambler PA, okay, credit card. The other cool thing is you can also take a PayPal with these. So I’m going to put in 404177 No, no, I want 401-288-8886 six, expiration, 1220, 611, this is where they can do the donation piece. They’re going to review their donation. This is what you’ve donated. This is what you’re about to donate. Are you good to go? Yes. Click on Donate. Bada bing, bada boom. Now these automatically download by default. They get the on screen message. They’ll also get the automatic email.

And if I go in and look up Barbara Jackson, there she is, and once again, it creates the pledge filled in all the values that I asked for. It took the first pledge payment, and then this will continually update and get charged every month because her credit card is here, that’s automatic monthly giving. Okay, all right.

You have questions, please do not hesitate to let me know. So the big deal about codes, remember, we code. No matter what webinar you go to, we’re going to talk about codes. Codes are important. They are, in my opinion, the backbone of DonorPerfect. This is what allows you to create your segmentation in your database, to create the segmentation so you can filter properly, so you can get the reports that you need and want and can trust in. It allows you to enter your data consistently, right? I don’t have to type in where most needed every time or where needed most I just did that just now. I just said that. So if you had to type it in, you’d have so many versions of different things, there’s no way you would have them report integrity. So that’s what’s important, creating those codes behind the scenes and assigning them to each item, each item, whether it’s a recurring gift, a one time gift, tickets, sponsorships, whatever, when those transactions download into DonorPerfect, this is how your records will display. Now you have a wonderful way to track that information. Hey, I want to see all the people that did a monthly gift for our annual appeal. 2024 you. Yes, right? And that’s how you’re going to be able to get your information. Codes are very, very important. So let’s recap what we’ve talked about today. Online Forms make it easy and convenient for donors to support you monthly. If it makes it easy for them, that means it’s going to be more money for you create the form to match your brand and represent your monthly giving program. So I could see a picture with the gems, right? Like sparkling gems. And you could have levels of giving. If you give $25 a month, you’re this. If you give $50 a month you’re this, right? So, so cool to process online recurring gifts. You must have a merchant processor and a safe save gateway account with DonorPerfect. Your ongoing automatic processing of recurring gifts will be done through automatic monthly giving. And again, this is going to be covered in the ins and outs of monthly giving. Please check out our monthly giving success hub. I did put the link in the chat if you were a couple moments after I sent it here, I’m sending it again, so please download that. It is super cool. Just wonderful, wonderful information and tools. Again, we just completed online forms for monthly giving. Tomorrow, we’ll be talking about communicating with your donors about monthly giving, right? So once you get the buy in and someone to be the champion of your monthly giving program, to get it started, you’re going to create your forms so that you can ask people to help. You need to communicate with your donors what your goals are, right? We’re going to monthly giving program. This is what it’s going to support. This is how you can help. Every dollar helps. Then next Tuesday, the ins and outs of monthly giving, this will speak to that automatic giving, so you can set it up your donors transactions will be processed automatically and reporting on the success of monthly giving. Clearly, we want to be able to report to see how our efforts have resulted in the fruits that we hopefully will reap because we’ve done such a great job, and we can tweak and we can replicate, right? So all of those are so so very important. All right, folks, it’s time for questions from you. Does anyone have any questions, thoughts, comments, feedback? Are you starting a monthly giving program? Did you already? Are you looking to start one and just trying to get a jump off point? And Was this helpful today? Just feel free to pop that in the chat or in the Q and A, whichever you prefer. I’ll give you a couple moments to do that. I know how hard it is to type when you’re under the gun. Booking to start a monthly giving program. Fantastic, Hannah. You were here yesterday. Hi, Hannah. I’m glad this was helpful. Do you have a name for your monthly giving program? Are you just trying to just get all the information so that you can begin one? Oh, Deborah, thank you. Yeah. I’m so glad this was helpful. Thank you. Glad to hear that. Does anyone have a cool name for their monthly giving program? Or thinking about a cool name for your monthly giving program? And I use gems gives every month, right? They’re my gems gives every month. I had a client do that. I thought it was the cutest thing ever, so I totally stole that. Oh, Cindy, thank you so much. I’m glad. I’m glad this was helpful. Great. I wish you all the very, very best, launching your monthly giving program or tweaking it, whatever that might look like for you. All right. Well, I want to thank you all for being here, taking the time out of your day to spend and learn a little bit more, to just give yourselves a little more oomph so you can get in there and do your thing. I wish you all the best. I thank you for all that you do to make this world a better place. Really, it is our honor and pleasure to work with you to help you move your mission forward. I hope to see you tomorrow so we can learn how to communicate with our donors and announce our monthly giving program. Have a great rest of the week, and I’ll see you soon. Bye, bye.