Donations Cheat Sheet

Published on March 8, 2021

Neil 10 July 2021: https://hivebrite.slack.com/archives/C3PCKKXK9/p1594369770166300

Donations Basic Features:

1 Campaign
Add Categories
Background Image
Currency
Goal Amount (shows in Reports tab of the Campaign
Set 4 "standard default amounts"
Set the minimum amount
Recurring Payment options (Weekly, 2 weeks, monthly, 3 months, 6 months, 1 year
Dedication - let the user dedicate their gift on behalf of, in memory of, in honor of someone or something and write a note
Ask user for tax ID
Customize a success page they land on after
Global reports in reporting tab (across all campaigns and even on transaction level)
Customize the email communications sent to the user (Confirmation, payment failed, reminder mail, receipt)

Mid-Tier Donations:

Mid-tier donations is everything in Donations Advanced Features except funds.

Donations Advanced Features:
Everything in basic AND:

More than 1 campaign live at one time (as many as u want)
More than 1 fund on the campaigns (as many as u want)
Custom Fields on the donation form - get these in the export
User attributes on the donation form - get these in the export
White label URL
Custom Fund - let the user type in where they want their money to go (admin can turn this on or off)
HEP Matching for Companies - users can "match" their donation with a company from an approved list of companies (HEP)
Enable "Immersion mode on a campaign" - Hide the header/footer on the campaign
"Make a Gift" - lets the admin collect a payment from a donor "over the phone" and can input the donation for them from the back-office.
More in Reporting at the campaign level