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Effective Strategies for Self-Service Giving with Courtney Nichols & Brendon Woodworth

This guide explores the implementation of self-service giving and pledge displays, featuring insights from Courtney Nichols and Brendon Woodworth. It covers essential strategies for utilizing email marketing with tokenized URLs, addresses challenges with individuals lacking giving history, and highlights best practices for managing gift transactions and event donations. Learn how to effectively navigate potential pitfalls, ensure proper data field population with IMODULES designation IDs, and optimize the donor experience for both registered and non-registered users.

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Effective Strategies for Self-Service Giving with Courtney Nichols & Brendon Woodworth

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  1. Self Service Giving and Pledge Display Courtney Nichols and Brendon Woodworth

  2. Client Example • Client View Admin View

  3. Email Marketing and Content Pages • Using tokens in the URL https://securelb.imodules.com/s/1614/supportIndex.aspx?sid=1614&gid=1&pgid=504&cid=1281&bledit=1&sort=1&dids=##designations_IDs##.7211 • Using Email Marketing with tokened URLs and PrePop

  4. Gotcha Moments • Things to watch out for • What about those people that have no giving history, pledge information, what do you show them? • Need to populate a data field with the IMODULES designation ids • Person needs to be logged in before they receive the link to the form in order to pull in the dids • Don’t make a pledge but make a gift, failed CC transaction they aren't notified – commerce items trigger registration so you need to utilize the “not registered” confirmation email • Allow events with donation feature on non-commerce events - ENC-14367 • Only a single gift can be made through event with donations, you will periodically need to clear the event transactions (once a month, prior to a solicitation, etc.) • Donations module has to be on first step

  5. Questions?

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