Adding the Donation Category to an Event

Follow
TABLE OF CONTENTS

Adding the Donation Category to an Event

Once an event has been created, you will have the ability to add a new donation category to the event to allow the end user to donate while registering for the event.  The Donation Category cannot be added to the Guest step or the Activity step, but it can be added to the Registrant step and or any other step added to the event form.

Under Manage Form, select Add Donation Category.

Selecting Add Donation Category will open a new window with a dropdown to select the campaign with which the event should be associated.  The campaign dropdown searches for the campaign as the admin enters the campaign name, narrowing the options in the dropdown.

The following campaigns will not be available in the dropdown:

  • Campaigns that use a different payment gateway than the event.
  • Campaigns that have been disabled by the campaign admin.
  • Campaigns that have been deleted by the campaign admin.
  • Campaigns that have transaction date ranges in the past.
  • Campaigns that are locked by the campaign admin.
  • Unverified cloned campaigns.

NOTE:  If a Campaign uses a hosted processor, the campaign will not be listed in the dropdown to add to the event.. 

Once a campaign is selected, additional configuration options are displayed in the window.  The settings are defaulted to the settings from the campaign, but can be changed.

The configuration settings displayed are for the donation category and inherit the values from the campaign.  Admins will have the ability to disable options on the donation category, but will not be able to enable options on the donation category unless they are enabled on the Campaign.  The following are the specific business rules around configuration settings.

  • Donation Category Name - This field is pre-populated with the Campaign Name, but can be changed by the Event Admin.
  • Audience Setting - The audience setting defaults to what is in the campaign for form audience and can be changed by the Event Admin to allow them to role-base the donation category.  The audience settings include 'Everyone', 'Logged In' and 'Role'.
  • Designations - If designations are enabled on the campaign that the donation is associated with, then the designations option will be enabled on the the donation category.  The admin will have the ability to disable designations on the donation category.  If designation are disabled on the campaign that the donation is associated with, the designations option will be disabled and greyed out on the donation category.  The admin will not be able to enable designations on the donation category if they are not enabled on the campaign and the designation options will not be displayed.
  • Designation Options - If designations are enabled on the campaign, then the designation options from the campaign will be displayed on the donation category.  The designation options will be greyed out and will display with the configurations that have been selected on the campaign.  

    • Collection:  The Choose Collection dropdown will display the collection from the campaign and will be read only.  The admin will not be able to associate the donation category with another designation collection.
    • Require Designations: If Require Designations is selected on the campaign, then it will be displayed to the admin on the donation category with the box checked.  The admin will have the ability to change this option.  If this is not selected on the campaign, then it will be displayed to the admin on the donation category with the box unchecked and grayed out.  The admin will not have the ability to change this option.
    • Whole Dollar Amounts Only:  If Whole Dollar Amounts Only is selected on the campaign, then it will be displayed to the admin on the donation category with the box checked and grayed out.  The admin will not have the ability to change this option.  If this is not selected on the campaign, then it will be displayed to the admin on the donation category with the box unchecked and grayed out.  The admin will not have the ability to change this option. 
    • Display Percentage Fields:  If Display Percentage Fields is selected on the campaign, then it will be displayed to the admin on the donation category with the box checked and grayed out.  The admin will not have the ability to change this option.  If this is not selected on the campaign, then it will be displayed to the admin on the donation category with the box unchecked and grayed out.  The admin will not have the ability to change this option. 
    • Allow Designation Amounts to Determine Total Amount of Donations:  If this option is selected on the campaign, then it will be displayed to the admin on the donation category with the box checked and grayed out.  The admin will not have the ability to change this option.  If this is not selected on the campaign, then it will be displayed to the admin on the donation category with the box unchecked and grayed out.  The admin will not have the ability to change this option.    In order to handle only having one donation driver, this option will be displayed to show the admin what is on the campaign, but will be grayed out.
    NOTE:  A donation category will not be able to have the Allow Designation Amounts to Determine Total Amount of Donation and the Require Designations option enabled at the same time.  If the Allow Designation Amounts to Determine Total Amount of Donation option is enabled and the Require Designations option is enabled on the Campaign, then the donation category would display the Allow Designation Amounts to Determine Total Amount of Donation option as checked, but grayed out and the the Require Designations option would be grayed out and unchecked. 
  • Payment Options: There is an option when adding the donation category to use the payment options from the campaign.  This option should be grayed out if there are no payment options enabled on the campaign.  If there are payment options enabled on the campaign, then the payment option should be enabled with scheduled payments and perpetual payments displayed underneath.

    • Scheduled Payments:  If the scheduled payments option is enabled on the campaign that the donation is associated with, then the Enable Scheduled Payments option will be displayed to the admin on the donation category with the box checked.  This option will be grayed out and the admin will not have the ability to change this option.  If the admin does not want to have scheduled payments on their donation category they will need to disable (uncheck) the Enable Payment Options box.  If the scheduled payment option is not selected on the campaign, then it is displayed to the admin on the donation category with the box unchecked when the payments option is selected.  This option will be grayed out and the admin will not have the ability to change this option.

    • Perpetual Payments:  If the perpetual payments option is enabled on the campaign that the donation is associated with, then the Enable Perpetual Payments option will be displayed to the admin on the donation category with the box checked.  This option will be grayed out and the admin will not have the ability to change this option.  If the admin does not want to have perpetual payments on their donation category they will need to disable (uncheck) the Enable Payment Options box.  If the Perpetual Payment option is not selected on the campaign, then it is displayed to the admin on the donation category with the box unchecked when the payments option is selected.  This option will be grayed out and the admin will not have the ability to change this option.

  •  If a Gift Matching field has been added to the campaign, then an Enable Gift Matching option will be displayed to the admin on the donation category as selected (enabled).  The admin will have the ability to uncheck the option if they do not want to offer gift matching in the donation category on the event.  If Gift Matching is not on the campaign, the Gift Matching option will be displayed to the admin on the donation category as unselected (disabled).  The admin will not have the ability to check the option if they want to offer gift matching in the donation category on the event.  In a donation campaign enabling gift matching on the campaign is done by adding the Gift Matching field to the form, but for the donation category this will simply display as a check box option on the category.
  • In addition to the settings that appear from the campaign, the admin will be able to configure the Category Header and the Instructions for the category.  These options are available when editing any category.  The Category Header configurations allows the admin to include a category header, make the category collapsible, include help text and category data fields in the collapsible panel and set the collapsible header to "closed" by default.  The Instructions option allows the admin to add verbiage to the category through a text editor.

Once the admin has configured the donation category and clicks Save, a new donation category is created and added to the event.

When the new category is created, the category will be added to the form with the donation amount field from the campaign.  The Admin will not be able to edit or delete the donation amount field in the event.  The only thing the Event admin will be able to change on the donation amount field is the display name.  This can be done by clicking on the field and typing in the new display name.  Changing the display name on the event donation category will not change the display name on the donation.  The input option for collecting the donation is determined by the input options (single amount - text box, multiple fixed amounts - radio buttons and multiple fixed amounts - checkbox series) on the campaign. 

  • If the Single Amount Input - text box option is selected on the campaign, then the event donation category will display a single text box option allowing the registrant to enter in their donation amount.   
  • If the Single Amount Input - text box option with Campaign Levels Enabled option is set on the campaign then the event donation category will display the single text box with all of the levels set up from the campaign.
  • If the Multiple Fixed Amounts - radio button option is selected on the campaign, then the event donation category would display the levels with the radio button options from the campaign. 
  • If the Multiple Fixed Amounts - checkbox series option is selected on the campaign, then the event donation category would display the levels with the checkbox option from the campaign.

Once a donation category has been added to the event the option to Add Donation Category under Manage Form is removed. Only one donation category can be added to an event.

For more information on the options that can be added in the donation category see the Donation Category Options matrix.

Business Rules Around Adding the Donation Category

  • The Donation category is only available the first time the user goes through the form.  If a user comes back to edit their registration, and the donation category is on a step by itself, the category won't show unless you have at least a rich text field or another field (with an audience of everyone) in order for users to be able to edit their registration and complete the form successfully.
  • If an event is set up with a donation category and the processor on the event is changed to a hosted processor, the system will allow this to happen but will do the following things:
    • Display a message on the admin view of the event that says: 'The event is now using a different payment gateway than the underlying campaign and will not be shown to the user.'
    • Display a message on the admin view of the event that says: 'The event is now using a hosted payment gateway which is incompatible with the donation category and will not be shown to the user.'

    • The donation category is rendered to the admin with a message stating:  "Management of this category and donations on behalf of donors will become available when all donation category configurations are resolved.'

    • The admin is able to remove the category.

    • The donation category will not be rendered on the users view of the event.
  • If an event is set up with a donation category and the campaign associated with the donation category is changed to a hosted processor, the system will allow this to happen but will do the following things:
    • Display a message on the admin view of the event that says: The event is now using a different payment gateway than the underlying campaign and will not be shown to the user.'
    • The donation category is rendered to the admin with a message stating:  'Management of this category and donations on behalf of donors will become available when all donation category configurations are resolved.'

    • The admin is able to remove the category.

    • The donation category will not be rendered on the users view of the event.

  • If the processor is changed on the event from a hosted to non-hosted processor, then the donation category will become available under the Manage Form dropdown category.
  • If the campaign uses a different payment gateway than the event, the campaign will not be displayed in the dropdown to select when setting up the donation category. 
  • If an event is set up with a donation category and the payment gateway on the event is changed to a different gateway, the system will allow this to happen but will do the following things:
    • Display a message on the admin view of the event that says: 'The event is now using a different payment gateway than the underlying campaign and will not be shown to the user.'
    • The donation category is rendered to the admin with a message stating:  'Management of this category and donations on behalf of donors will become available when all donation category configurations are resolved.'

    • The admin is able to remove the category.

    • The donation category will not be rendered on the users view of the event.
  • If an event is set up with a donation category and the campaign associated with the donation category is changed to a different payment gateway, the system will allow this to happen but will do the following things:
    • Display a message on the admin view of the event that says: 'The event is now using a different payment gateway than the underlying campaign and will not be shown to the user.'
    • The donation category is rendered to the admin with a message stating:  'Management of this category and donations on behalf of donors will become available when all donation category configurations are resolved.'

    • The admin is able to remove the category.

    • The donation category will not be rendered on the user view of the event.
  • If there are no current campaigns set up on the site, then the option under Manage Form to add the donation category is not available.
  • If the campaign form has been locked by the campaign admin then the campaign will not show up to the Event Admin as an available campaign option when adding a donation category to an event.  Once the campaign is unlocked it will show as an available campaign option.
  • If a campaign that is already associated with a donation category on an event is locked, then the donation category will not be rendered to the user and a message is displayed to the event admin above the donation category that tells them the campaign is locked. 
  • If a campaign has been cloned but has not yet been verified by the campaign admin, then the campaign will not show up to the Event Admin as an available campaign option when adding a donation category to an event.
  • If an admin attempts to disable a campaign that has been added to an event they will receive a message letting them know the campaign is tied to an event.

If the admin clicks OK then the following will occur:

  • Display a message on the admin view of the event that says: 'The campaign category will no render to the user because it has been disabled.'  
  • The donation category is rendered to the admin with a message stating:  "Management of this category and donations on behalf of donors will become available when all donation category configurations are resolved.'
  • The admin is able to remove the category.
  • The donation category is not be rendered on the users view of the event.

If a campaign that hasn't been added to the event is disabled, then the campaign will not show up in the campaign dropdown when adding the donation category.

  • If an admin attempts to delete a campaign that has been added to an event they will receive a message letting them know the campaign is tied to an event.

If the admin clicks OK then the following will occur:

  • Display a message on the admin view of the event that says: 'The campaign category will not render to the user because it has been deleted.'  
  • The donation category is rendered to the admin with a message stating:  "Management of this category and donations on behalf of donors will become available when all donation category configurations are resolved.'
  • The admin is able to remove the category.
  • The donation category is not be rendered on the users view of the event.

If a campaign that hasn't been added to the event is deleted, then the campaign will not show up in the campaign dropdown when adding the donation category.

Have more questions? Submit a request