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Is there a way to handle donation premiums in Connect?

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  • Is there a way to handle donation premiums in Connect?

    I found an article from what seems to be an old version of Click & Pledge/Connect - https://manual.clickandpledge.com/Po...-Premiums.html, where it talks about how to add donation premiums on a donation form. Is there this capability in Connect? We're evaluating Click & Pledge to see if it will work for our organization and donation premiums is something we do frequently. Thanks in advance for your response!

  • #2
    Are you referring to sending the Patron a gift based on the size of the donation? CONNECT can support a tax deductible portion of the gift if you need to set a fair market value for the donation.

    Otherwise, please provide a little more context about what you mean by a Donation Premium.
    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

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    • #3
      I'll provide an example, which might help clarify. We might have a campaign to support some cause and say if you donate $300 or more we'll send you a copy of one of our new books when it comes out. The people who donate less than $300 would have the tax deductible portion be 100%. Ideally anyone who donates $300 or above would have the option to specify whether they want a premium or not which would make the tax deductible portion either 100% or a smaller percent, but if we had to force the premium that would be okay.

      I did a little more exploring after posting this and I see where we can put the tax deductible percent in the Connect payment form. However, it seems to have to be a percentage not a fixed non tax deductible amount (say the book is $20), so we wouldn't be able enable the other field and have people put in whatever donation amount they want. We'd have to restrict to to a few static buttons and the labels could get clunky ($300 - no premium, $300 - with premium). There could be a donation loss by forcing the amount. If we only have $300 and $500 options (because otherwise we'd have too many options to overwhelm the donor), someone who was planning to give $400 couldn't so they would go down to $300 and we would essentially lose $100 in donations. If there was an option for a fixed non-tax deductible amount, we could say it's $20 and it would subtract from whatever amount they gave (if we restricted the amount to be above $300).

      Does that help clarify it?

      Comment


      • #4
        I'm sorry, I don't see an easy way to do specifically this with the current donation form. Are you sending your receipts through CONNECT, or from Salesforce? If in CONNECT, those are sent immediately, and you would have no option to modify the receipt before it goes out, but if you're using Salesforce, we might have a way to work around it,

        I will be glad to bring this up for discussion internally, and get back to you if we can come up with any other option.
        Regards,
        Click & Pledge Support Department

        On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

        Join us @ the educational webinars: https://clickandpledge.com/webinars/
        Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
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        • #5
          Oh that's too bad. We're still exploring Click & Pledge to see if it will work for us, so we aren't sending any receipts currently. We were initially planning to send Connect receipts and then use the Salesforce Click & Pledge autoresponder if we needed more customizable options (like sending a link to an online document if someone donates $10 or more for a given campaign). If there's a way to work around it by using Salesforce, we're definitely open to hearing about it. It seems like we might still run into a problem on the Connect front-end (what the donors see), even if we could customize the receipts on the backend. If we had a custom question for "do you want a premium?", it seems we would have to show it always (even if the donation was under the necessary amount to get a premium - $300 in the above example). The conditional visibility seems to only run off of other custom question answers not amount of donation or things like that.

          I'd appreciate it if you could bring it up internally. That would be great.

          The link I mentioned above (https://manual.clickandpledge.com/Po...-Premiums.html) seems to be from a previous version of Click & Pledge, but from the description it seems like it would do what we needed it to do. Was that functionality just taken out? Or maybe Connect was developed as a new platform so not everything made it over (or was feasible to move over).

          Thanks for your help!

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          • #6
            I'll bring this up for discussion and get back with you tomorrow.
            Regards,
            Click & Pledge Support Department

            On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

            Join us @ the educational webinars: https://clickandpledge.com/webinars/
            Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
            Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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            • #7
              Do you have any update on this? Thanks for your help!

              Comment


              • #8
                The current Connect platform does not support this feature.
                Internal discussion focused on how simple to complex a 'premium' setup can be. It is being considered for a future release of Connect, but we do not expect this particular feature to be part of our next release.

                Regards,
                Click & Pledge Support Department

                On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

                Join us @ the educational webinars: https://clickandpledge.com/webinars/
                Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
                Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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                • #9
                  I would also like to note, our organization wants to do premiums as well, we are a current Connect user, is there a place in the forum I can stay updated on the progress of this new feature?

                  Comment


                  • #10
                    You can subscribe to the News & Announcements group to be emailed whenever we post the release notes for a release.
                    Regards,
                    Click & Pledge Support Department

                    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

                    Join us @ the educational webinars: https://clickandpledge.com/webinars/
                    Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
                    Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

                    Comment


                    • #11
                      Unfortunately, it doesn't sound like the premiums are high on the priority list to implement. I don't know if there's a specific place to look for updates or not.

                      I was able to do some custom backend automation that I think will work for us (and may work for you to). There are two separate parts - what the donor sees (the receipt) and what we see (the Salesforce backend for reports).

                      Donor-Facing
                      • On the connect form - add a custom question asking whether they would like a premium or not if they gave above a certain amount of money (unfortunately due to the logic restraints in Connect, this shows for all donors. It would be ideal if it could show conditionally based on the donation amount entered, but that doesn't sound like that's on the roadmap either). We've mapped that to a field on the opportunity.
                      • To send customized receipts, you'll have to turn off the connect receipts and only use Autoresponder. You'll need at least two email autoresponder rules (one where the custom question if they want a premium is false, and one if it is true). We added some text fields on the campaign so we could dynamically update the text in the autoresponder template (using a merge field), so we only needed two rules - if you're doing a separate email template for each campaign, you'll need two rules (and two templates) for each campaign.
                      • Since our goal is to have only two dynamically updating templates, I had to create various formula fields to get the correct amounts and things. For example, since the custom field on the connect form shows all the time, some people may select that they want the premium, but didn't actually give enough money to do so. So the formula field would say if they gave enough and they wanted the premium show text about the premium value otherwise be blank. I had to create these fields on the C&P transaction, not the opportunity because for some reason the opportunity fields are not available when you create an autoresponder template in Salesforce. You can use Salesforce reports on the C&P transaction to see if your formula fields are working correctly (the page layout seems to be locked by Click&Pledge and not customizable).

                      Backend
                      • We use Salesforce campaigns to organize our donation campaigns. I've added custom fields on the campaign -> a checkbox for if this campaign has a premium, a product lookup field (for which product people will get), a currency field for the minimum amount people need to donate to receive the premium, and a currency field for the fair market value of the premium (the part that's not tax deductible). Whenever a campaign is created you can fill those in manually to set the basis for the backend automation (which will pull into the donor-facing receipts). I also added some validation rules to say if the checkbox is selected that the campaign has a premium the other fields need to be filled in as well.
                      • On the opportunity, we have a product lookup (to get the premium name onto the receipt) and the amount that's not tax deductible. You could have other fields if you needed them for your reporting, but that's all that we needed.
                      • I created a process (in process builder) that triggers whenever an opportunity is created or updated (you may just want it when it's created - I did updated mainly for testing). If the opportunity's attached Salesforce campaign is marked as having a premium (that field we created above), and the donated amount is greater than the qualifying amount (from the field on the campaign), and they've said they wanted a premium (the field we added to the connect form that we mapped to the opportunity), then I set the various values on the opportunity (premium name, amount that's not tax deductible, etc).
                      Hopefully, this will help you and others who stumble across this post with premiums while they aren't available in Click&Pledge. It's a bit of work and I'm still having trouble with the formatting of some of the templates because of unsupported HTML formatting, but once it's set up I think it can be better than not having that option at all. Of course, your ideal workflow is probably different, but this might give you some ideas. We wanted to get the manual work down to just setting everything on the campaign, but if it works for you to create two autoresponder templates for each campaign some of the steps can probably be simplified. Hope this helps!

                      Comment


                      • #12
                        kwclick5

                        Thank you so much for sharing your creative approach! I really appreciate your taking the time to explain all the ins and outs.

                        ~ Amanda
                        C&P Customer Advocate


                        Regards,
                        Click & Pledge Support Department

                        On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

                        Join us @ the educational webinars: https://clickandpledge.com/webinars/
                        Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
                        Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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