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Comprehensive Overview of the Online Giving Application and Its Evolution

The Online Giving Application, originally built in 1999, facilitates the processing of transactions for gifts, pledges, and alumni membership dues. Over the years, it has evolved to include features such as recurring payments, external events, and custom branding. Users can donate through multiple merchants via one checkout, submit special instructions, and receive confirmation emails. With options for integrating various income streams and effective ways to interface with the online system, this application streamlines the donation process for both donors and administrators.

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Comprehensive Overview of the Online Giving Application and Its Evolution

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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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