Knowledge Base

GAgives on #GivingTuesday

Last Updated: Oct 22, 2017 07:12PM EDT
This article contains detailed information on how to manage your nonprofit for GAgives on #GivingTuesday on Click & Pledge's GiveBig software platform. This includes:
 
  1. Training Video: How to Login, Create Profile Page and Navigate Connect
  2. Step by Step Details
    1. How to Login
    2. Overview of Profile Area
    3. Overview of Payment Area
  3. New for 2017
    1. Donation Scheduling
    2. Run $1.28 Donation
    3. Add a Custom Receipt
  4. Frequently Asked Questions
    1. How to Accept Payments Using Mobile Phone
    2. How to Manually Process Transactions
    3. How to Add a Cash or Check Donation to GAgives
    4. How to Credit a Transaction

 
Training Video: How to Login, Create Profile Page and Navigate Connect


Once your Click & Pledge account is open, you can login to your GiveBig website portal and customize your organization’s information.


 

 Step by Step Details

 

How to Login



 
Within the GiveBig platform you have a Profile and Payment area. Refer to the image below to locate each.
Edit Profile and Payment


Overview of Profile Area



Overview of Payment Area


 

New for 2017

 

 
Donation Scheduling


One feature GAgives on #GivingTuesday participants have the option to use this year is Donation Scheduling. The challenge with any 24-hour giving day is how do you make sure your donors can give, even when they are very busy people, during that one day. The Donation Scheduling feature can help.
Donation scheduling makes it easy for donors to pre-schedule their donations before GAgives on #GivingTuesday.

Here is how it works…

Starting on November 1, donation forms on the GAgives website will have an additional field with the defaulted charge date of November 28. Donors can then enter their payment information, hit submit, and then their donation is pre-scheduled. Then on November 28, without anyone needing to do anything, those pre-scheduled donations will automatically be processed. Because this is a new feature for GAgives on #GivingTuesday, let’s familiarize you with some specifics.
  • Donation forms look the same, except at the bottom of the donation form there is a field called ‘charge date’. This change date field will be defaulted to November 28, 2017.
  • When a donation is pre-scheduled, your donor and those of you on your organization’s notification list will be emailed the scheduled donation confirmation.
  • Scheduled donations will start automatically processing at 6 AM and process in sequence until finished.
    • Once the donation is processed, the donor and those on your organization’s notification list will be emailed the donation receipt.
    • Based on Click & Pledge’s estimates from other giving days, scheduled donations should finish being processed by 8 AM on November 28th. This could vary if a higher than expected number of donations are scheduled.
    • The donor does have the option to override the defaulted date and make the donation on the day they wish.
  • At any time, you may run a report of your scheduled donations. Learn more here: http://help.clickandpledge.com/customer/portal/articles/876641
For more information on Donation Scheduling, review Click & Pledge’s article on this feature:
http://help.clickandpledge.com/customer/en/portal/articles/2276489

 
 

​Run a $1.28 Donation

Some nonprofits use the GAgives website for year-round giving while others send donors to the site just around the GAgives giving day. If your nonprofit has not had donations process recently on your nonprofit’s page on the GAgives site, then it’s a good idea to run a small donation to make sure everything is working properly.

 

To encourage participating in GAgives nonprofits to check their donation pages on the GAgives site, Click & Pledge will enter everyone who makes a $1.28 donation to their nonprofit into a drawing for 3 restaurant.com $50 gift codes. We will announce the winners on November 18.

When you do the $1.28 donation, you want to confirm:
  1. The donation processes. If not click here to submit a support ticket to Click & Pledge.
  2. Your received the notification the donation occurred. You can update emails in your notification list.
  3. That the donation was deposited into your bank account. Credit card donations deposit into your nonprofit’s bank account in 2 business days. If not click here to submit a support ticket to Click & Pledge.
 
 
 

Add a Custom Receipt

When a donation is made to your organization using Click & Pledge by default the donor is emailed a receipt of that transaction. This is also true if a donor schedules a donation for GAgives on #Giving Tuesday. If you wish to customize your receipt you may create your own receipt in your Click & Pledge Connect customer portal, then you can select it within your GiveBig payment settings.

To create your new receipt, see the instructions here:
http://help.clickandpledge.com/customer/en/portal/articles/2450194-connect-receipts#Working_with_Receipt_Builder_Slideshow

Then after you create your new receipt, go back into your GiveBig settings and select the receipt name. See instructions to do this in slides below:

 
 

Frequently Asked Questions


How to Accept Payments for GAgives Using your Mobile Phone

If your organization plans to have an event on GAgives on #Giving Tuesday, or maybe you plan to have staff and volunteers go out and ask for donations, the Click & Pledge mobile app, Swiper1, can make it easy to accept donations through your mobile devices.
Instructions here:
http://help.clickandpledge.com/customer/en/portal/articles/1969846
 
 

How to Manually Processes Transactions

Let’s say someone calls your organizations and wishes to donate over the phone, or stops by your office with a credit card, using your Click & Pledge Connect Virtual Terminal, a staff member can enter in the transaction and have it added to your GAgives page. You just need to enter in your GiveBig campaign to attach the transaction to that campaign.
 
Instructions here:  http://help.clickandpledge.com/customer/en/portal/articles/2103678
 
 

How to Add a Cash or Check Donation to GAgives Site

If your organization receives a cash or paper check donation for GAgives and you wish to add it to your organization’s page, you may use your Click & Pledge account’s Virtual Terminal to add it.
Instructions here: http://help.clickandpledge.com/customer/en/portal/articles/1649102
 
 

How to Credit a Transaction

If a donor requests that you credit their donation, you may login to your Click & Pledge Connect customer portal to issue a credit.
Instructions here:  http://help.clickandpledge.com/customer/en/portal/articles/801486
 
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