Donor Pages Setup: Accept donations

The second step in setting up Donor pages


The following steps will show you how to set up your donor page to accept donations.

In the first step, you created a public donation page. If you clicked Save & Next , you would have been taken here to setup your accounting and payment details.

Otherwise, from your Method dashboard, click Setup on your Donor Pages App and then click Accept Donations of the process.

Accept Donations

Method uses PayPal to securely accept credit card payments. In order for your donation to work, you must have this payment gateway set up in your Method account. Click here to learn how to set up your payment gateway.

It is highly recommended you do this before following the steps below, or your donor page will not work.

If you check Experience this Donor Page without processing payments you disable payments. This option allows you to test your page's functionality without processing a real payment. A reminder will appear on your public page if this is checked.

Clicking Donate on the public page with payments disabled still captures and saves the donor's contact information, creates activities and emails (see Automate thank you and receipt email and Set up internal notifications for details), and logs the donation. When you're satisfied, delete test donations from your Donations App, and ensure you enable payments by unchecking this box before you make the page public.

Accounting Settings

The account settings allows you to setup defaults for the item and the program so a donor does not need to select these.

  1. Donation Item - Choose the default donation item this donation will be identified as in QuickBooks (Dropdown populated by items selected in Donations App Preferences. This item will not be visible on the public page as it is selected by default.
    If you want your donor to choose from multiple items (e.g. independent vs. group donations), click the checkbox indicated above. This opens more options:
    Choose the additional item(s) you want available on the public page and click Add Item. You can also remove items from the public page by selecting them and clicking Remove Selected Item.

  2. Donation Program - Choose the default donation program to which this donation is applied when synced to QuickBooks. The dropdown is populated by your QuickBooks classes.
    If you want your donor to choose from multiple programs (e.g. 2016 Fundraiser vs. New Funding Initiative), click the checkbox indicated above. This opens more options:
    Choose the additional program(s) you want available on the public page and click Add Program. You can also remove programs from the public page by selecting them and clicking Remove Selected Program.
    Allowing users to choose between these options give them more control over where their donation is applied (e.g. to a particular fundraiser instead of the organization as a whole).

When you're satisfied, click Save & Next to continue to the next step of the process. You can also click Save and return to your dashboard to Test Drive the functionality of your public page.

[top]

Was this article helpful?

Can’t find what you’re looking for?

Contact Us