How do I edit the donation form for offline gifts in the Participant Centre?

Meghan Christiansen

Hello,

 

I was wondering where in the backend I go to edit the donation form for offline gifts that participants can use in the Participant Centre?

 

Thanks,

 

Meghan

Kent Gilliam

Are you talking about a participant just entering a cash/check gift? If so, those do not go through a donation form.  What exactly do you need to change? 

Meghan Christiansen

Kent Gilliam:

Are you talking about a participant just entering a cash/check gift? If so, those do not go through a donation form.  What exactly do you need to change? 

We woud like to update it for our event this year to allow for offline gift payment by credit card and to manage the fields that display.

 

Thanks,

 

Meghan

Kent Gilliam

Meghan Christiansen:

We woud like to update it for our event this year to allow for offline gift payment by credit card and to manage the fields that display.

 

Thanks,

 

Meghan

Let me escalate this to a Support Case for you. I'm not sure what can and cannot be changed. They will be able to help you better. Do you have access to the Support Portal? The Support agent will communicate through that after I create the case. 

Kent Gilliam

Meghan Christiansen:

We woud like to update it for our event this year to allow for offline gift payment by credit card and to manage the fields that display.

 

Thanks,

 

Meghan

Your post requires a little more attention than we can provide in the community so I have escalated it to a Client Services case. If you are one of the contacts at your organization with access to Client Services (support) then you will receive email notifications from the person assigned to help you. If you do not have access to the support portal (the link above doesn't send you to the support portal), please let me know so I can note this in the case.



Your case number is: 00575169



Please use the support portal to communicate any additional information with the client services team member assisting you with your case.



Thank you!

Meghan Christiansen

Kent Gilliam:

Your post requires a little more attention than we can provide in the community so I have escalated it to a Client Services case. If you are one of the contacts at your organization with access to Client Services (support) then you will receive email notifications from the person assigned to help you. If you do not have access to the support portal (the link above doesn't send you to the support portal), please let me know so I can note this in the case.



Your case number is: 00575169



Please use the support portal to communicate any additional information with the client services team member assisting you with your case.



Thank you!

I went to Support already and they said it was in the donation form for the event, but I couldn't find it anywhere.

Thanks,

 

Meghan

Kent Gilliam

Meghan Christiansen:

I went to Support already and they said it was in the donation form for the event, but I couldn't find it anywhere.

Thanks,

 

Meghan

Oh ok. I closed the case. 

 

I wasn't sure where you managed the PC2 offline donation forms. So have you created a new event with a new donation campaign and form for this new event? 

Meghan Christiansen

Kent Gilliam:

Oh ok. I closed the case. 

 

I wasn't sure where you managed the PC2 offline donation forms. So have you created a new event with a new donation campaign and form for this new event? 

We had a consultant set it up for us last year and I am looking through to see what I can do for our event this year.  I haven't setup much yet for 2015, but I was poking around in the 2014 event to try and find it to get an idea for this year.  Just wanted to see if anyone could give me any pointers.

Kent Gilliam

Meghan Christiansen:

We had a consultant set it up for us last year and I am looking through to see what I can do for our event this year.  I haven't setup much yet for 2015, but I was poking around in the 2014 event to try and find it to get an idea for this year.  Just wanted to see if anyone could give me any pointers.

Gotcha. Sorry for so many questions but I'm not sure how you're setup so I'm not sure the best way to help you get started. The first thing you should check is if your consultant built a Blueprint and then created last year's event from that. If so, you just have to create a new event site from that Blueprint. If not, you can copy last year's event but you don't always get all of the feature enhancements that have been installed since that last event. This might be an opportunity for you to actually build a Blueprint event that you can use over and over again. Otherwise, if you copy the last event you have to go in and make changes to all references to the last event which could include updating custom code and conditional code. 

 

When you create a new event, you can have it create a new donation campaign and form for you. Once you do that, you can edit the form just like you would for any other donation form. Here is some documentation on how to edit an existing donation form: https://www.blackbaud.com/files/support/helpfiles/luminate-online/help/luminateonline.html#Concepts/Admin_Online_Giving_Management_DonationForms_Edit.html

 

Kent

Meghan Christiansen

Kent Gilliam:

Gotcha. Sorry for so many questions but I'm not sure how you're setup so I'm not sure the best way to help you get started. The first thing you should check is if your consultant built a Blueprint and then created last year's event from that. If so, you just have to create a new event site from that Blueprint. If not, you can copy last year's event but you don't always get all of the feature enhancements that have been installed since that last event. This might be an opportunity for you to actually build a Blueprint event that you can use over and over again. Otherwise, if you copy the last event you have to go in and make changes to all references to the last event which could include updating custom code and conditional code. 

 

When you create a new event, you can have it create a new donation campaign and form for you. Once you do that, you can edit the form just like you would for any other donation form. Here is some documentation on how to edit an existing donation form: https://www.blackbaud.com/files/support/helpfiles/luminate-online/help/luminateonline.html#Concepts/Admin_Online_Giving_Management_DonationForms_Edit.html

 

Kent

Thanks Kent!