Splash Page and Transaction Summary Questions

Roberta Sladovnik

Patrick/Adam:

Geez, we fix one problem and then I seem to find myself stumped again...

I'm setting up a donation form for our Events Manager, Cheryl to use as a reservation form for our Gala Celebration. I decided to try using a splash page and have some content in the page, however, every time that I preview it, everything is in a small column along the left hand side of the page. What did I do to cause that and how do I change it?

Secondly, when reviewing the Thank You page , I noticed that the Transaction Summary doesn't apply completely to this situation and I cannot figure out how to fix the Transaction Summary. Is it a page in PageBuilder? Or, what type of element is it? I cannot seem to find it anywhere.

Thanks!

ras

Patrick Hansen

Hi Roberta,

I'll start out by saying that I never use our donation form splash pages. It's one of those product features that probably seemed like a good idea to someone when they were developing the application, but is rarely used. There are some peculiarities in the way that the Donations2 application interprets <div> tags and other HTML tags - the HTML of donation form splash pages isn't rendered the same way that regular PageBuilder pages are. If I were you, I would most likely replace the splash page you've created with a PageBuilder page, then provide links from that PageBuilder page to the donation form you've created.

On the transaction summary question - you might have to submit a support ticket to have the summary customized. Before you do that, however, you might test a small live transaction (which you can immediately refund to yourself) to confirm whether the transaction summary that donors actually see meets your needs. The default Convio transaction summary is meant to only include fields that are relevant to the donation form you've created, but there are some scenarios where the default summary includes information that is wrong or misleading based on the way you're using the donation form. As an example, you might check out this thread with Jim King from DPSOA. In Jim's case, Adam and I provided some custom code because the problem he identified was something we all missed during DPSOA's initial setup. You might be able to use and modify the code we posted, if it meets your needs. Otherwise, you can submit a case to our support team.

Is the issue with the tax-deductible amount, vs the amount they're transacting? If that's the case, you might be able to:

1. Go to Fundraising > Donation Management and click "Manage" for the campaign you're working on.

2. Then click "Edit" for the donation form you're using.

3. Then go to Step 2, "Configure Donation Levels".

4. Click to "Edit" a level.

5. On item #3 of the screen for editing the level, set the "Value of Goods and/or Services" to equal the non-deductible portion of the transaction for the giving level you're editing.

6. Click "Save"

You may have to repeat steps 4-6 for the various different levels on your donation form. You may also have to limit the giving levels on the form to specific amounts (and not have an "Other" blank amount box) so that you can explicitly define the "Value of Goods and/or Services" for each level. Once you've set this up, the transaction summaries for donors should accurately reflect what portions of the transaction is a gift vs. what portion is not.

-patrick