Donation management - Configure the donations module

Before using the module for the first time, or after a version migration, there are some configuration steps we can look into. Access the configuration panel from Configurations/Business & Operations/Donation management. This is an add-on to the CORE platform. If you do not have the module activated, please contact your CSM directly for a demo.

Parameters

Here, we can add campaign types, control the relationship with the school, build donor statuses, create the My Donations landing page for donors, and add contact details for the donations team.

• Configure campaign types

Differentiate your donation campaign types, whether you need campaigns to help with infrastructure and equipment, student fee funding, or micro donations. Add the campaign types you wish to use. A generic donation account will be created by your CSM or the onboarding team.

You will need to have at least one campaign created to accept donations.

• Donor relationship with the school

Determine the accepted relationships with the school for your donors. Add your own categories to help with campaign communication and tracking donated amounts.

• Donor status

Apply different statuses to your donors depending on their donation history. Add a colour and icon to help filter on the donor list view. Use these statuses to target groups for upcoming campaigns.

• Donation portal

Users will have access to the My Campaigns page, where these published campaigns are shown to their community.

Explain campaign goals or share images to help boost your campaigns. Brand the page for your donors.

Design landing pages for your online donations, with pre-payment, payment success, payment pending and failed payment screens. Encourage your users to support the school with the online donations module.

• Donation department

Add contact details for your donations team or coordinator. These will appear on the My Donations page.

Donation donor stages

The stages are system defaults, but you can automate internal and external emails that will be sent when a donor status is changed. 

Donations

There are three donation types;

• Gift in kind
• Monetary
• Volunteer hours

You can create automated internal and external messages which are sent to donors when using one of these methods. Gift and Monetary must be associated with payment methods created in the tuition management module.

Campaign and Donor email templates

You can send emails in bulk from the donor list view page, either for a campaign or a generic email for lapsed donors, for example. Add rich text and replacement tag features to help style and personalise the message.

Design your donation receipts

Design and colour your receipts that are published to your donors directly onto their My Donations portal. They can download the receipt PDF if needed. 

Security

Determine which user groups can access donation information, view the information on the donor tab of a profile, and who can access the My Campaigns and My Donations headers.

Our team will help you set this up.