Step 8: Donation Options
These fields and options appear on step 8 of the Fundraiser wizard.
|Fund||Select the fund to apply to donations. This field does not display on the fundraiser site.|
|Select the campaign to apply to donations. This field is only required if it is configured as required in your database. This field does not display on the fundraiser site.|
|Select the approach to apply to donations. This field is only required if it is configured as required in your database. This field does not display on the fundraiser site.|
|Letter||Select the letter to send to acknowledge donations from the fundraiser. This field is only required if it is configured as required in your database. This field does not display on the fundraiser site. When you are ready to send letters, you can query based on this field.|
|Generate receipts on transactions from this page||
To generate a receipt number to include on the email confirmation to donors and registrants, select the checkbox.
Tip: In eTapestry, when you include receipt information as a part of your email confirmations, you are creating an "eReceipt" by definition.
To send the eReceipt, the confirmation template you select in the Confirmation Email Template field must include the Generated Receipt Number merge value. eTapestry automatically includes the next unique receipt number that is available in the database on each receipt.
Note: When (None Selected) appears in the Confirmation Email Template field, the default template eTapestry uses automatically includes eReceipt information.
When you use the Advanced Security module, you can select a security option. This field does not display on the fundraiser site. When an individual submits a form on a page with a security code, the new account for that individual includes that security code.
Note: When you add a security code to a fundraising page, existing accounts with no security code are not updated with the new security code. Existing accounts that already have a security code are updated with the additional security code.
|User-Defined Fields||You can add any of your transaction user-defined fields to your form. These fields do not appear on the fundraiser site.|
|Email Options||Select the email template to use for confirmation email sent from the site.|
|Recommended Giving Levels||
You can enter recommended giving levels for the fundraiser site. These levels appear on the donation page, along with an "Other" field that allows the donor to enter any other amount.
To add a giving level, enter a name for the level in the Name field and the amount and click Add. You can enter as many levels as you need.
If you do not include recommended giving levels, donors can enter their donation amount on the form.
At the end of step 8, click Next or Save and Finish to create your fundraiser site. Changes are not saved until you do this.