Fundamentals: Contribution Pages

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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