Offline donations coming through Teamraiser without email

James Servino

Is there a way to require email addresses when someone is registering an offline donation in their Teamraiser participant center?

 

We want to avoid donations coming through without email addresses for donors.

 

Thanks!

Kent Gilliam

James,

 

I checked around to confirm and there's not a way to force an email for offline gifts. You might consider making it a part of the information in the Participant Center.

 

Kent

Chris Backus

Kent Gilliam:

James,

 

I checked around to confirm and there's not a way to force an email for offline gifts. You might consider making it a part of the information in the Participant Center.

 

Kent

Try this...  Go to Fundraising > TeamRaiser > Participant Centers and click to edit the appropriate Particpant Center.  On step 2, Configure Options, click Edit Custom Javascript under related actions (below the left nav)

 

Paste this at the bottom of the custom code:

 

function requireEmail(){
document.getElementById('gift_email').outerHTML = '<input type="text" id="gift_email" name="gift_email" class="required">';
document.getElementById('msg_cat_gift_email_label').outerHTML = '<label for="gift_email"><span class="required">\\*</span>Email</label>';
}
window.onload = requireEmail;

 

I didn't test this too thoroughly so run through a few tests before you go live.

Kent Gilliam

Chris Backus:

Try this...  Go to Fundraising > TeamRaiser > Participant Centers and click to edit the appropriate Particpant Center.  On step 2, Configure Options, click Edit Custom Javascript under related actions (below the left nav)

 

Paste this at the bottom of the custom code:

 

function requireEmail(){
document.getElementById('gift_email').outerHTML = '<input type="text" id="gift_email" name="gift_email" class="required">';
document.getElementById('msg_cat_gift_email_label').outerHTML = '<label for="gift_email"><span class="required">\\*</span>Email</label>';
}
window.onload = requireEmail;

 

I didn't test this too thoroughly so run through a few tests before you go live.

Please let us know if this works. 

James Servino

Kent Gilliam:

James,

 

I checked around to confirm and there's not a way to force an email for offline gifts. You might consider making it a part of the information in the Participant Center.

 

Kent

Thanks, Kent. Is there a way to turn off offline donations. (just require people to collect online donations through their form)

Chris Backus

James Servino:
Thanks, Kent. Is there a way to turn off offline donations. (just require people to collect online donations through their form)

Yep.  When editing the TeamRaiser, go to Step 3, Select Event Options, then select "Edit Advanced Options" from Related Actions below the left nav.  That should bring you directly to 3.a, Define Fundraising Options.  You would just need to uncheck the box in option 1, "Yes, allow participants to record offline gifts that donors give them" and scroll down to click Save.

Kent Gilliam

Chris Backus:

Yep.  When editing the TeamRaiser, go to Step 3, Select Event Options, then select "Edit Advanced Options" from Related Actions below the left nav.  That should bring you directly to 3.a, Define Fundraising Options.  You would just need to uncheck the box in option 1, "Yes, allow participants to record offline gifts that donors give them" and scroll down to click Save.

While you can disable the ability to enter offline gifts I highly discourage this. Doing this takes away a key participant management tool and causes a tremendous amount of manual gift entry by your staff. As for capturing email with an offline gift, you technically can't use that email to communicate to those donors anyway since they did not opt into receiving any email communication. Even if the participant's donor provided their email address on a paper form you cannot email them unless it is clearly indicated through the participant's entry of their info that they will receive email. You really set yourself up for some serious spam complaints if you email these folks without them explicitly opting in.

 

Kent

Chris Backus

Kent Gilliam:

While you can disable the ability to enter offline gifts I highly discourage this. Doing this takes away a key participant management tool and causes a tremendous amount of manual gift entry by your staff. As for capturing email with an offline gift, you technically can't use that email to communicate to those donors anyway since they did not opt into receiving any email communication. Even if the participant's donor provided their email address on a paper form you cannot email them unless it is clearly indicated through the participant's entry of their info that they will receive email. You really set yourself up for some serious spam complaints if you email these folks without them explicitly opting in.

 

Kent

In retrospect I definitely agree that disabling the option to add offline gifts isn't the best practice, but I can see the benefits of requiring the email address.  It's really annoying when you have to edit a record created by someone entering an offline gift with no email, since the field is required...  Their "accepts email" field is automatically set to "no," so we wouldn't have to worry about suppressing them.  While we can't email them directly, they will receive the "offline gift thank you" autoresponder, which could have some onboarding language asking them to subscribe.

James Servino

Chris Backus:

Try this...  Go to Fundraising > TeamRaiser > Participant Centers and click to edit the appropriate Particpant Center.  On step 2, Configure Options, click Edit Custom Javascript under related actions (below the left nav)

 

Paste this at the bottom of the custom code:

 

function requireEmail(){
document.getElementById('gift_email').outerHTML = '<input type="text" id="gift_email" name="gift_email" class="required">';
document.getElementById('msg_cat_gift_email_label').outerHTML = '<label for="gift_email"><span class="required">\\*</span>Email</label>';
}
window.onload = requireEmail;

 

I didn't test this too thoroughly so run through a few tests before you go live.

Chris--this code worked! to require email addresses when recording donations! Thank you! We didn't need to consider disabling offline donations thanks to your solution!

Chris Backus

James Servino:
Chris--this code worked! to require email addresses when recording donations! Thank you! We didn't need to consider disabling offline donations thanks to your solution!

Awesome, I'm glad everything worked out!

Christina Relacion

Chris Backus:

Try this...  Go to Fundraising > TeamRaiser > Participant Centers and click to edit the appropriate Particpant Center.  On step 2, Configure Options, click Edit Custom Javascript under related actions (below the left nav)

 

Paste this at the bottom of the custom code:

 

function requireEmail(){
document.getElementById('gift_email').outerHTML = '<input type="text" id="gift_email" name="gift_email" class="required">';
document.getElementById('msg_cat_gift_email_label').outerHTML = '<label for="gift_email"><span class="required">\\*</span>Email</label>';
}
window.onload = requireEmail;

 

I didn't test this too thoroughly so run through a few tests before you go live.

Is there a way to code this to also include mailing address to be required by participants entering information. We're encountering a huge problem with email and mailing fields left blank causing an unsynced transaction problem between Teamraiser and our offline database.

Kent Gilliam

Christina Relacion:
Is there a way to code this to also include mailing address to be required by participants entering information. We're encountering a huge problem with email and mailing fields left blank causing an unsynced transaction problem between Teamraiser and our offline database.

I'm checking around for you Christina. I can't find a config to make this happen but I'll let you know what I find out.

 

Kent

Christina Relacion

Kent Gilliam:

I'm checking around for you Christina. I can't find a config to make this happen but I'll let you know what I find out.

 

Kent

Thanks as always Kent...Really appreciate it!

Christina Relacion

Kent Gilliam:

I'm checking around for you Christina. I can't find a config to make this happen but I'll let you know what I find out.

 

Kent

Hi Kent,

 

Any luck finding out if there's a work around for offline donation entry required fields for participant center users?

 

Thanks!

 

-Christina

Kent Gilliam

Christina Relacion:

Hi Kent,

 

Any luck finding out if there's a work around for offline donation entry required fields for participant center users?

 

Thanks!

 

-Christina

Oh man. Thanks for checking back. There was someone who was forwarded my email and they never responded. Let me chase that down again.