Online Giving Application

7/30/2009

Overview / History

• Online Giving Application– Originally built in 1999 / ITOS– Online Application to process transactions

• Gifts (limited accounts)• Pledges / Pledge Payments• Alumni Membership Dues

– Interaction with ASCEND (Alumni/Development DB)– Multiple merchants processed via one checkout

Overview / History

• Application has evolved– “other income” – non-gifts– External Events/Campaigns– Special Instructions– In Honor Of / In Memory Of– Recurring Payments– Custom Banners / Branding– Multiple Foundations– Different ways of connecting to site– New Server / New Options

Basic Flow of a Transaction

• Online Giving Website1. Select account and amount2. Add special instructions if necessary3. Check out / contact information /address verification4. Review

• Touchnet5. Payment Type (ACH/Credit)6. Payment Information7. Verify Payment Information8. Receipt

Confirmation(s) to Online Giving System Confirmation Email(s) to Campaign Manager

Ways to Interface with the Online Giving System

• Gifts– Traditional – browsing through select boxes

• Example:– https://www.externalaffairs.uga.edu/os/makegift

– Traditional via link to account• Example:

» http://www.wuga.org/• Can pass in amount / appeal code / account

– &appeal=– &amount=– &extacc=

• Tool https://www.externalaffairs.uga.edu/os/ref_units/giftwizardLink

– Link to specific account (not in web accounts)• Vet School

– http://www.vet.uga.edu/giving/fund_brochures.php

• Tool https://www.externalaffairs.uga.edu/os/giftwizard2

Ways to Interface with the Online Giving System

• Gifts– Add to cart – via link

• Good for e-mail blasts• Fixed amounts• Can include Appeal Code• Example: http://

www.externalaffairs.uga.edu/os/quickadd?account=30910350&amt=50&appeal=14234

• Tool: https://www.externalaffairs.uga.edu/os/ref_units/giftwizardQALink

Ways to Interface with the Online Giving System

• Gifts– Add to cart – form

• Can give multiple amounts to select from and pass special instructions

• Can select from different accounts– http://www.externalaffairs.uga.edu/demos/quickadd.php

• Tool: https://www.externalaffairs.uga.edu/os/ref_units/giftwizardQAForm

Ways to Interface with the Online Giving System

• Campaign/Events/Other Income– External Events

• Requires in-house programming• Example:

– http://www.externalaffairs.uga.edu:800/demos/bbq.php

– Integrated • Does not require programming• Simple, non-conditional• Currently best with one or two products• CAES Walkway Brick Example:

– https://www.externalaffairs.uga.edu/os/campaign_items/view/76

Ways to Interface with the Online Giving System

• Campaign/Events/Other Income– Pledge / Campaign / Hosted

• The Arch Society Legacy Campaign Example– http://www.uga.edu/cls/programs/arch/giving.html

Ways to Interface with the Online Giving System

• Campaign / Gifts with Supplemental Data

• Setup required on our end– Contact us (askit@uga.edu)

• Data Stored on External Affairs Server• E-mail confirmation containing data• Report Viewer Access • Example: http://www.vet.uga.edu/giving/honor.php

Example of Supplemental Fields

<tr>

<td> Pet's Name </td>

<td> <input name="param1" value="vet_petname" type="hidden">

<input name="val1" value="" type="text">

</td>

</tr>

<tr>

<td> Species (cat,dog,etc) </td>

<td> <input name="param2" value="vet_petspecies" type="hidden">

<input name="val2" value="" type="text">

</td>

</tr>

Example Email to StaffOrder Processed

Ascend Order ID: 28106First Name: GregMiddle Name: Last Name: HarmelinkAddress Type: RStreet Address: PO Box 34741City: SavannahState: GAZip: 31410Zip+4: 0741E-mail: harmelink712@bellsouth.netE-mail Type: WCountry: 0External Order ID: 4947293224

Item: Early Bird Adult BBQ- $44.00

Example E-Mail to DonorDear Jon Hope:

This notice is to confirm a recent transaction with the University of Georgia. The details of the transaction can be found below.

Confirmation Number: 28106

Items: Item: Early Bird Adult BBQCost: $44

Sincerely, The University of Georgia

Limitations

• Confirmation Emails– Standard / Uniform– Confirmation for each order

• Cancellation of transactions

• Recurring Payments– Only one per transaction– Equal Payments

• Non-US Addresses (address verification)

Miscellaneous

• Custom Banners– By Unit– By Department– By Account

• Campus Proxy Users• Old links to ASG server

• Giving to UGA / Branding – Style Guide: https://www.externalaffairs.uga.edu/development/323/105.html

• Resources: http://www.externalaffairs.uga.edu/os/pages/resources

Thoughts?

• Ideas for improvement?

• Complaints?