Employee Giving Campaign How-To...
Transcript of Employee Giving Campaign How-To...
Need Help? 1-866-678-2287 or [email protected]
AT&T Employee Giving Campaign How-To Guide
Employee Giving
Campaign How-To Guide
Need Help? 1-866-678-2287 or [email protected]
AT&T Employee Giving Campaign How-To Guide
How To: Setup Your Pledge(s)
Table of Contents Click on the “How To” Section you would like to jump to.
How To: Renew Past Pledges
How To: Adjust Recognition Preferences
How To: Cancel Pledges and/or Opt Out
How To: Confirm and Finish Campaign Pledge(s)
How To: Download Paper Pledge Form
New Payroll Deduction Pledge
New Credit Card Pledge
Renew an Individual Pledge
Renew All pledges
Record Offline Donation Pledge
Need Help? 1-866-678-2287 or [email protected]
AT&T Employee Giving Campaign How-To Guide
How To: Setup Your Pledge(s)
Need Help? 1-866-678-2287 or [email protected]
AT&T Employee Giving Campaign How-To Guide
How To: Setup Your Pledge(s) From the Giving Campaign pledge page, you are able to make a new
recurring payroll deduction pledge and/or make a new credit card pledge.
Return Home
New Payroll Deduction Pledge
New Credit Card Pledge
Record Offline Donation Pledge
Need Help? 1-866-678-2287 or [email protected]
AT&T Employee Giving Campaign How-To Guide
Welcome to the AT&T Employee
Giving Campaign! Learn about the
program page and begin recording
your pledges.
1. Click “Get Started”
Need Help? 1-866-678-2287 or [email protected]
AT&T Employee Giving Campaign How-To Guide
New Payroll Deduction Pledge
How To: Setup Your Pledge(s)
From the Giving Campaign pledge
summary page, you are able to make
a new one–time or recurring payroll
deduction pledge, as well as view
your past and new pledges.
1. Under Step 1, click on
“New Payroll Deduction Pledge”
Need Help? 1-866-678-2287 or [email protected]
AT&T Employee Giving Campaign How-To Guide
How To: Setup Your Pledge(s)
1. Select an organization from
your favorites
OR
Search for the organization
using the charity search tool
New Payroll Deduction Pledge
Need Help? 1-866-678-2287 or [email protected]
AT&T Employee Giving Campaign How-To Guide
How To: Setup Your Pledge(s)
2. Select the frequency:
One-Time: Deduction taken
out of your first paycheck in
March 2014
Recurring: Donation taken out
of each paycheck in 2014
3. Specify an amount:
Dollar Amount
Salary percentage: You can
view the salary dollar amount
after scheduling the pledge
New Payroll Deduction Pledge
Need Help? 1-866-678-2287 or [email protected]
AT&T Employee Giving Campaign How-To Guide
How To: Setup Your Pledge(s)
4. Select a
Designation(optional) to
designate donation to a
specific project or cause.
5. Click “Add Pledge”
New Payroll Deduction Pledge
TIP
If making a designation to a United
Way charity, you can type
designation within the text field or
select from Education, Health or
Income.
If making a designation to a charity
outside of United Way, you can type
designation within the text field only.
Need Help? 1-866-678-2287 or [email protected]
AT&T Employee Giving Campaign How-To Guide
How To: Setup Your Pledge(s)
1. Click on “Credit Card Pledge”
New Credit Card Pledge
From the Giving Campaign pledge
summary page, you are able to make
a new credit card pledge, as well as
view your past and new pledges.
Need Help? 1-866-678-2287 or [email protected]
AT&T Employee Giving Campaign How-To Guide
How To: Setup Your Pledge(s)
New Credit Card Pledge
1. Select an organization from
your favorites
OR
Search for the organization
using the charity search tool
Need Help? 1-866-678-2287 or [email protected]
AT&T Employee Giving Campaign How-To Guide
How To: Setup Your Pledge(s)
2. Enter the donation amount ($10.00 minimum)
3. Select a Designation(optional)
to designate donation to a
specific project or cause.
4. Click “Add Pledge”
New Credit Card Pledge
Note: There is a Credit Card processing and credit card fee of 4.75% that you, the donor, will cover.
Need Help? 1-866-678-2287 or [email protected]
AT&T Employee Giving Campaign How-To Guide
How To: Setup Your Pledge(s)
1. Click on “Offline Pledge”
From the Giving Campaign pledge
summary page, you are able to
record and offline pledge, as well as
view your past and new pledges.
Record Offline Donation Pledge
Need Help? 1-866-678-2287 or [email protected]
AT&T Employee Giving Campaign How-To Guide
How To: Setup Your Pledge(s)
1. Select the type of offline
donation you would like to
record.
Stock or Check donation
Record Offline Donation Pledge
Need Help? 1-866-678-2287 or [email protected]
AT&T Employee Giving Campaign How-To Guide
How To: Setup Your Pledge(s)
2. Enter the Donation Amount ($10.00 minimum)
3. Enter the Donation Date.
Record Offline Donation Pledge
Note: Checks must be sent to our processing partner, YOURCAUSE, LLC.
with a paper pledge form.
2508 Highlander Way Suite 210 Carrollton, TX 75006
Need Help? 1-866-678-2287 or [email protected]
AT&T Employee Giving Campaign How-To Guide
How To: Setup Your Pledge(s)
4. Select an organization from
your favorites
OR
Search for the organization
using the charity search tool
5. Click “Add Pledge”
Record Offline Donation Pledge
Need Help? 1-866-678-2287 or [email protected]
AT&T Employee Giving Campaign How-To Guide
How To: Renew Past Pledges
Need Help? 1-866-678-2287 or [email protected]
AT&T Employee Giving Campaign How-To Guide
How To: Renew Past Pledges From the Giving Campaign pledge page, you are able to make a new
recurring payroll deduction pledge and/or make a new credit card pledge.
Renew an Individual Pledge
Renew All Pledges
Return Home
Need Help? 1-866-678-2287 or [email protected]
AT&T Employee Giving Campaign How-To Guide
How To: Renew Past Pledges
1. Click “Renew” from last year’s
pledges
Renew an Individual Pledge
From the giving campaign pledge
summary page, you are able to
review the previous year’s pledges
and renew individual pledges.
Need Help? 1-866-678-2287 or [email protected]
AT&T Employee Giving Campaign How-To Guide
How To: Renew Past Pledges
2. Place a Check Mark next to
the pledge you would like to
renew
3. Use the dropdown menu to
increase your donation
amount (optional) – The new
pledge increase will appear
under New Amount
4. Click “Submit”
Renew an Individual Pledge
When you renew a pledge, the
newest pledge will be listed under
“New Pledges” on the Campaign
summary page.
Need Help? 1-866-678-2287 or [email protected]
AT&T Employee Giving Campaign How-To Guide
How To: Renew Past Pledges
From the Giving Campaign pledge
summary page, you are able to
renew all past pledges.
Renew All Pledges
1. Click on “Renew Past
Pledges”
Need Help? 1-866-678-2287 or [email protected]
AT&T Employee Giving Campaign How-To Guide
How To: Renew Past Pledges
Renew All Pledges
2. Use the dropdown menu to
increase your donation
amount (optional) – The new
pledge increase will appear
under New Amount
3. Click “Submit”
When you renew a pledge, the
newest pledge will be listed under
“New Pledges” on the Campaign
summary page.
Need Help? 1-866-678-2287 or [email protected]
AT&T Employee Giving Campaign How-To Guide
How To: Checkout
Need Help? 1-866-678-2287 or [email protected]
AT&T Employee Giving Campaign How-To Guide
How To: Checkout Once you have set up all your new campaign pledges, you can now finalize
and ‘Checkout.’ You may then select your recognition preferences. This
controls the information you share with charities you donate to. Users will
also be able to enter the donation details for new credit card pledges.
If you wish to edit your new pledges, you may do so until October 21st.
After this date, you must contact [email protected] to edit
pledges for the following year.
Return Home
Need Help? 1-866-678-2287 or [email protected]
AT&T Employee Giving Campaign How-To Guide
How To: Checkout
From the Pledge Summary page,
you are able to finalize your new
pledges and adjust recognition
preferences by checking out.
1. Click on “Checkout” when the
button is green
Need Help? 1-866-678-2287 or [email protected]
AT&T Employee Giving Campaign How-To Guide
How To: Checkout
2. Select your recognition
preference you would like to
organization to receive
3. Enter your Recognition
Name (if applicable)
4. Select if you would like to
receive communication from
United Way regarding your
donations
5. Enter your Personal Email (optional)
6. Select the year you became
a loyal contributor to the
United Way – N/A is also
available
Need Help? 1-866-678-2287 or [email protected]
AT&T Employee Giving Campaign How-To Guide
How To: Checkout
8. Review your pledge
information
9. Click “Submit Pledges”
Need Help? 1-866-678-2287 or [email protected]
AT&T Employee Giving Campaign How-To Guide
How To: Checkout
If you are finished with your
pledges, click “I’m Finished.
Sign Out.”
If you would like to make
additional pledges or review the
pledges made, click “Start
Again”
Need Help? 1-866-678-2287 or [email protected]
AT&T Employee Giving Campaign How-To Guide
How To: Download Paper Pledge Form
Need Help? 1-866-678-2287 or [email protected]
AT&T Employee Giving Campaign How-To Guide
How To: Download Paper Pledge Forms If you would rather submit this year’s pledge via paper form, you are able
to download the form directly from the campaign page.
Return Home
Need Help? 1-866-678-2287 or [email protected]
AT&T Employee Giving Campaign How-To Guide
How To: Download Paper Pledge Forms
From the Giving Campaign pledge
page, you are able to download
paper pledge form as an alternative
to submitting online.
1. Click “Get Started” to reach
your pledge options
Need Help? 1-866-678-2287 or [email protected]
AT&T Employee Giving Campaign How-To Guide
How To: Download Paper Pledge Forms
2. Click “I prefer to Pledge via
Paper Form” below the check out
area and the form will begin to
download.
Note: Checks must be sent to our processing partner, YOURCAUSE, LLC.
2508 Highlander Way Suite 210
Carrollton, TX 75006
Need Help? 1-866-678-2287 or [email protected]
AT&T Employee Giving Campaign How-To Guide
How To: Cancel Pledges and/or Opt Out
Need Help? 1-866-678-2287 or [email protected]
AT&T Employee Giving Campaign How-To Guide
How To: Cancel Pledges and/or Opt Out If you would like to cancel pledges and/or opt out, then you are able
submit this preference and not participate for this year.
Return Home
Need Help? 1-866-678-2287 or [email protected]
AT&T Employee Giving Campaign How-To Guide
How To: Cancel Pledges and/or Opt Out
1. Click “Get Started” to reach
your pledge options
From the Giving Campaign pledge
page, you are able cancel previous
pledges and/or opt out of
participation for this year.
Need Help? 1-866-678-2287 or [email protected]
AT&T Employee Giving Campaign How-To Guide
How To: Cancel Pledges and/or Opt Out
2. Click “I do not wish to
participate this year” below the
check out area
3. Click “Confirm” if you are sure
you would like to opt out the AT&T
Employee Giving Campaign
Need Help? 1-866-678-2287 or [email protected]
AT&T Employee Giving Campaign How-To Guide
Contact Information
1-866-678-2287 [email protected]