Onboarding Required Documents

If you are installing web widgets (Donation Pages or other) think about the following;

Web widgets provide an easy pathway to using sophisticated eCommerce. Even if you use generic online donation functions like “Give a Little” where your donors leave your website and go to Spark, you can increase your donation rates by a factor of up to 10 if you fully utilise the power Vega offers you (plus your visitors stay on your site). But you need to plan how to use Vega.

Each web widget, requires at least two documents to be created, a RECEIPT ACKNOWLEDGEMENT and an actual LEGAL Receipt. Think of the acknowledgement as the email that encloses an attachment PDF receipt that cannot be changed.

The ACKNOWLEDGEMENT is your THANK YOU and is written as such and the RECEIPT is the document that contains the receipt number, your registered charity number and other legal requirements depending on your country’s law.

So think of this pair of documents, look at the VEGA default templates and modify them in the VEGA document manager. If you offer GIFT membership or Membership or SUBSCRIPTION to a magazine, you need to think about 2 documents for each pathway through your widget. If for instance, you have an In-Memoriam function on your donation page, you will need an acknowledgement email that reflects this. Vega produces basic documents that are not intended to be used, but rather to be modified with your details.

So check each widget and the documentation around each widget you wish to install and this will tell you what documents you need to import or create.

Next Payment Gateway Selection