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Configuring Online Gifts (Donations)

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Before customers can give gifts (make donations), you must enable their corresponding user group to view the Gifts page. By default, all logged-in customers are assigned to the WebSales group.

In addition, you must define default online tax receipt and thank you letter templates for the group.

To enable customers to make donations:

1.If not already set, add the Internet to the list of roles that can view the corresponding fundraising program via the Funds Management - Gifts|Calendar page.

2.Display fundraising programs to customers.
To do this, select Gifts from the WebSales' Application Security - Group|Content page Online property.

3.Set the default Tax Receipt template.
To do this, define a Gifts: Default Receipt Template rule, for the corresponding user group’s attribute Application Security - Group|Attributes page TSorderBO property.

4.Set the default Thank You Letter template.
To do this, define a Gifts: Default Receipt Thank You Letter rule, for the corresponding user group’s attribute Application Security - Group|Attributes page TSorderBO property.

5.Optionally, enable suggested gifts.
If configured, a pop-up will appear when the user clicks 'Continue' on the shoppingCart.asp page. The pop-up will display either a fixed suggested gift amount, or provide an editable field that is defaulted to a recommended amount.