Overview
Introduction to creating contribution pages.
Objectives
Demonstrate basics of how to enable users to make donations to your campaigns.
Requirements
Basic knowledge of how to navigate in Powerbase.
Description
30 minutes
Theme: But wait a minute...
A volunteer hears about the membership meeting. They can't come but want to write a check to support the meeting. Wait a minute! How can we record this check??
Demonstrate offline contribution.
- Lookup contact
- Click Contributions tab
- Click New Contribution
- Explain financial types
But wait a minute! What if he is a normal human being and doesn't carry his checkbook around? How can we accept a credit card donation?
Explain Payment processors
- Show payment Processor Workflow
- Discuss authorize.net vs stripe. Don't use Pay pal, don't use iATS
- Setup dummy payment processors: include both live and test
- Demonstrate contribution with credit card
But wait a minute! What if we want people to do this over the Internet?
Show existing contribution page
- Go to Manage Contribution page
- Review settings of existing Contribution page, explain how to fill in the intro message and footer
- Skip sections that are not set
- Show link to view live and testing page
Final Exercise
No exercise: practice during combined contribution page/event page exercise
Training Category:
PowerBase
Trainee Handouts: