How to Modify Donation and Dedication Settings

Last Updated: Oct 04, 2018 09:37AM PDT

This article will walk you through how to modify your donation settings—this includes settings such as the type of donation, the amount in your donation buttons, and the ability to add comments with a donation. The article also covers how to change the dedication settings on your donation pages. 

 

1. Open Your Campaign

Navigate to your account's Campaign's tab and click on the campaign you want to open. This will bring you to the Overview tab for that particular campaign.

2. Adjust Donation Type and Amount

From your campaign overview, select the Pages Tab and then your Donation Page. Scroll down to Donation Settings in your editor to edit the donation type and amounts that appear on your donation form.

DONATION TYPE

Classy allows you to choose the types of donations that you receive. Click the drop-down menu under Donation Settings to Donation to choose from one of the six following types:

  • One-time donation pre-selected - Supporters can give a one-time donation using one of the five donation buttons. The option to give once will be pre-selected.  

  • Monthly recurring donation pre-selected - Supporters can choose to give a monthly donation using one of the five donation buttons. The option to give monthly will be pre-selected.​

  • ​​​Force a specific amount monthly (e.g. memberships) - This option allows you to choose one specific amount that supporters can give monthly.  

  • Monthly recurring donations only - Supporters can give a monthly donation using the five donation buttons but will not have the option to give a one-time donation.

  • One-time donations only - Supporters can give a one-time donation using one of the five donation buttons but will not have the option to give monthly donations.

  • One-time donation, force amount - This option allows you to choose one specific amount that supporters can give. Supporters will only be able to give a one-time donation.

DONATION AMOUNT

Classy gives you control over the amounts that donation buttons display on your donation page. To change the amounts, simply change the numbers in the text blocks.

If you choose to force a specific amount, the donation amount buttons will disappear. Instead, a text block will appear where you can enter the amount you want.

3. Adjust Other Donation Settings

Select the Details tab. Then, select the Donation Page option from the left-hand menu.

Review the Donation Settings and make the adjustments you would like to see on your Donation Page. Below is a description of each setting.

  • Comment with Donation - Donors can leave a public comment when they donate. This shows up in your campaign page's activity feed.

  • Anonymous Donation - By allowing this setting, your donors will have the option to donate anonymously. This will withhold their identity from any public-facing activity feeds, but still displays their donation amount.

  • Contact Opt-In Checkbox - This setting allows donors to choose whether or not they want to receive future communications from your organization. Your organization is responsible for adjusting your communications based on these responses. To see whether a donor has elected to receive future communication from your organization, you can either open your Supporters Report and look at the right-most column of the report or open your Transactions Report and add the Opt-In column to your report by clicking the Columns button. If a record lists a value of True in this column, then they have opted in. If False, then they have opted out. Additionally, if you use our MailChimp Integration, this checkbox dictates which new contacts will sync over to your MailChimp account as well. You can also choose to have this setting checked as a default.

  • Simple Billing Address - If you enable this option, the setting will replace the standard billing address fields with a single autocomplete field powered by Google Maps. This enables your supporters to move through the donation process faster with a higher likelihood of completion. Please note that customers who use address verification (AVS) through Braintree or Authorize.net should not enable Simple Billing Address. You can change your address verification settings in your Braintree or Authorize.net account if you'd like to enable the feature.

  • Classy Mode - This setting gives the donor the option to cover your transaction fees so that you receive 100% of the donation amount. This setting is automatically disabled so if you're interested in offering this option to your donors, you will need to enable it and edit the appeal text to further encourage its usage. This setting can also be checked by default, further encouraging donors to cover the fees associated with their transaction. Get more information on Classy Mode here

4. Adjust Dedication Settings

Dedications enable donors to make a gift in honor, or in memory, of a friend, family member or loved one. This option helps create a memorable experience for your supporters.

  • Dedication Donation - First, decide if you'd like to allow donors to dedicate their donation to others. Keep in mind that Dedicate Donation must be enabled in order to allow donors to send eCards.

  • Postal Notification - You can offer to send a traditional mail dedication by enabling the Postal Notification setting. If you enable this setting, you are responsible for sending the notification by mail based on the contact information provided by the donor. Those details will be in your Transactions Report. These notifications are not sent by Classy. 

  • Dedication Emails - To offer to automatically send an email notification to the dedicatee, toggle the Dedication Emails option to Yes.

  • Ecards - If you select Yes under eCards, you'll be prompted to upload the eCard images here that donors can attach to the notification email their dedicatee will receive. eCard Image Specifications: 600x400 pixels and can be in a JPEG, GIF, or PNG file. You can upload up to four (4) eCards. When you're all set, don't forget to press Save Changes. Note that eCards show up on the donation page, when a donor elects to dedicate their gift to someone. Donors can choose one eCard.

If you need any help along the way, please contact the Classy Support Team.