Donation Widget- Advanced Configuration

The widget configuration can be accessed from Admin > New Widget Configuration:

Select the widget type and Edit to the right of the widget name you would like to edit:

Select Advanced Configuration from the configuration options on the left-hand side.

This section allows you to create rules which will customise the acknowledgement the donor receives and the financial coding when the payment is processed. These settings are based on attributes which will need to be configured first

Some examples of using the Advanced Configuration settings are:

Donation allocation for the donor to choose an impact area to donate to

Donation allocation for the donor to select the branch or location their donation is for

Assigning different settings for recurring or in memory donations

 

The attributes you configure here will be displayed at the top of your widget in their own section, this can be as buttons or a drop-down, as chosen in the Form Options. Every donor will need to make a selection here and the default option is assigned by the sequence order of the attributes

Show as Buttons:

 

Show as Drop-down:

 

Now, let's go through the configuration for our donation allocation options

First, you need to set the conditions for your rules:

Advanced Configuration	Explanation
	This is the attribute type of the attribute which will be used as options for the donor to choose from
	If you are using frequency options in your widget, each one will need a rule for every attribute being used. If a frequency and attribute combination does not have a rule then the default settings of the widget will apply. For example, my widget has One-off and Monthly frequencies so I need to create two rules for every attribute, one with one-off and one with monthly frequency
	This is the attribute which will be displayed as a selection option. In this example, these are my campaign options for the donor to choose where their donation should go towards
	If you have "Show In Memoriam option" turned on under Form Options then you will need a rule for each campaign, frequency and the Yes and No options here.

Next, set the outcome when the donor makes a donation in line with your rules:

Advanced Configuration	Explanation
	This drop-down will allow you to select from your active GL Codes and will be the GL Code the donation is coded to
	This drop-down will allow you to select from your active campaign actions and will be the campaign action the donation is coded to
	This drop-down will display all active document templates and will be sent as an email to the donor in response to their donation
	This drop-down will display all active document templates and will be sent as a PDF attachment to the above document, must be used in conjunction with the above field

Below you will see the example rules set up

Please note, there is no in-memoriam option on this widget so we do not need to add a Yes option for that field here

Each possible donation allocation option has a rule for each available frequency

 

This customisation provides a huge advantage in being able to engage with your donors in a way which is relevant to their donation, creating a bigger impact and personalisation

It also provides your organisation with the ability to report on specific donations and allows your financials to be easily reconciled for specific campaigns or type of donation

When the payment is processed via this widget, the donation allocation attribute will show on the payment form, under the payment attributes.

 

These advanced configuration rules can also be used with only one attribute, but a rule for each frequency. This allows you to send a different acknowledgement email and attachment, as well as applying different financial coding for each frequency included in your widget. The attribute we used here will not be a choice for the donor, we have added Website Donation- website donation as the attribute in this example

Keeping our current widget as an example, below is how we would configure these rules:

 

On the widget, it will look like this:

When a donor decides to make a donation on this form, the website donation attribute will always be selected, this means the rules for each frequency will apply to every donation made.

As a donor experience, this doesn't look very good and may confuse our potential donor. To keep these advanced configuration rules and our improved engagement and personalisation with our donor, we can hide this section of the widget by uploading a CSS file with the below detail:

#MainContent_divCustomAttributesPanel.row.panel.panel-info{
display:none;
}

Now, our donation widget looks as expected but has this extra detail included

 

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