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Online Giving Application 7/30/2009

Online Giving Application 7/30/2009. Overview / History. Online Giving Application Originally built in 1999 / ITOS Online Application to process transactions Gifts (limited accounts) Pledges / Pledge Payments Alumni Membership Dues Interaction with ASCEND (Alumni/Development DB)

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Online Giving Application 7/30/2009

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  1. Online Giving Application7/30/2009

  2. Overview / History • Online Giving Application • Originally built in 1999 / ITOS • Online Application to process transactions • Gifts (limited accounts) • Pledges / Pledge Payments • Alumni Membership Dues • Interaction with ASCEND (Alumni/Development DB) • Multiple merchants processed via one checkout

  3. Overview / History • Application has evolved • “other income” – non-gifts • External Events/Campaigns • Special Instructions • In Honor Of / In Memory Of • Recurring Payments • Custom Banners / Branding • Multiple Foundations • Different ways of connecting to site • New Server / New Options

  4. Basic Flow of a Transaction • Online Giving Website • Select account and amount • Add special instructions if necessary • Check out / contact information /address verification • Review • Touchnet • Payment Type (ACH/Credit) • Payment Information • Verify Payment Information • Receipt • Confirmation(s) to Online Giving System • Confirmation Email(s) to Campaign Manager

  5. Ways to Interface with the Online Giving System • Gifts • Traditional – browsing through select boxes • Example: • https://www.externalaffairs.uga.edu/os/makegift • Traditional via link to account • Example: • http://www.wuga.org/ • Can pass in amount / appeal code / account • &appeal= • &amount= • &extacc= • Tool https://www.externalaffairs.uga.edu/os/ref_units/giftwizardLink • Link to specific account (not in web accounts) • Vet School • http://www.vet.uga.edu/giving/fund_brochures.php • Tool https://www.externalaffairs.uga.edu/os/giftwizard2

  6. Ways to Interface with the Online Giving System • Gifts • Add to cart – via link • Good for e-mail blasts • Fixed amounts • Can include Appeal Code • Example: http://www.externalaffairs.uga.edu/os/quickadd?account=30910350&amt=50&appeal=14234 • Tool: https://www.externalaffairs.uga.edu/os/ref_units/giftwizardQALink

  7. Ways to Interface with the Online Giving System • Gifts • Add to cart – form • Can give multiple amounts to select from and pass special instructions • Can select from different accounts • http://www.externalaffairs.uga.edu/demos/quickadd.php • Tool: https://www.externalaffairs.uga.edu/os/ref_units/giftwizardQAForm

  8. Ways to Interface with the Online Giving System • Campaign/Events/Other Income • External Events • Requires in-house programming • Example: • http://www.externalaffairs.uga.edu:800/demos/bbq.php • Integrated • Does not require programming • Simple, non-conditional • Currently best with one or two products • CAES Walkway Brick Example: • https://www.externalaffairs.uga.edu/os/campaign_items/view/76

  9. Ways to Interface with the Online Giving System • Campaign/Events/Other Income • Pledge / Campaign / Hosted • The Arch Society Legacy Campaign Example • http://www.uga.edu/cls/programs/arch/giving.html

  10. Ways to Interface with the Online Giving System • Campaign / Gifts with Supplemental Data • Setup required on our end • Contact us (askit@uga.edu) • Data Stored on External Affairs Server • E-mail confirmation containing data • Report Viewer Access • Example: http://www.vet.uga.edu/giving/honor.php

  11. Example of Supplemental Fields <tr> <td> Pet's Name </td> <td> <input name="param1" value="vet_petname" type="hidden"> <input name="val1" value="" type="text"> </td> </tr> <tr> <td> Species (cat,dog,etc) </td> <td> <input name="param2" value="vet_petspecies" type="hidden"> <input name="val2" value="" type="text"> </td> </tr>

  12. Example Email to Staff Order ProcessedAscend Order ID: 28106First Name: GregMiddle Name: Last Name: HarmelinkAddress Type: RStreet Address: PO Box 34741City: SavannahState: GAZip: 31410Zip+4: 0741E-mail: harmelink712@bellsouth.netE-mail Type: WCountry: 0External Order ID: 4947293224Item: Early Bird Adult BBQ- $44.00

  13. Example E-Mail to Donor Dear Jon Hope: This notice is to confirm a recent transaction with the University of Georgia. The details of the transaction can be found below. Confirmation Number: 28106 Items: Item: Early Bird Adult BBQCost: $44Sincerely, The University of Georgia

  14. Limitations • Confirmation Emails • Standard / Uniform • Confirmation for each order • Cancellation of transactions • Recurring Payments • Only one per transaction • Equal Payments • Non-US Addresses (address verification)

  15. Miscellaneous • Custom Banners • By Unit • By Department • By Account • Campus Proxy Users • Old links to ASG server • Giving to UGA / Branding • Style Guide: https://www.externalaffairs.uga.edu/development/323/105.html • Resources: http://www.externalaffairs.uga.edu/os/pages/resources

  16. Thoughts? • Ideas for improvement? • Complaints?

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