Donation

Donation (created via Payrexx)

Discover in this article how you can effortlessly raise donations without any coding skills by utilizing the Payrexx tool "Donation".

With just a few simple clicks, you can set up a campaign that interested parties can easily and swiftly support through donations. You can share the donation campaign via emails, printed materials, social media, and other platforms, or integrate it directly into your Polaris website, such as by adding a button on the homepage.

You can set up the donation page in Payrexx based on your choices, presenting it as either a simple donation page or a comprehensive donation page featuring specific recommendations for donation amounts and their intended uses.

• Example of a simple donation page

• Example of a comprehensive donation page

Donation Page from the Customer's Perspective

The options for configuring donation pages in Payrexx are varied. The example below illustrates a donation page where contributors can select from three set amounts or enter a custom amount:

Setting up a Donation Page

The following section demonstrates how to set up your own donation page in Payrexx.

1. To get started, you first need to log in to your Payrexx account.

2. Next, click on Donation in the main menu.

3. Now, click on the button "Create Campaign".

A new window will appear, featuring four distinct tabs.

Tab 1: Description

In the first tab, you can define the following content:

1. Title: Set the title that will appear at the top of the donation page.

2. Description: Provide a brief description (we suggest 2-3 sentences) that will appear beneath the title, outlining the donation initiative. The description can be formatted, and images may be added.

3. By clicking on "Multilingual," both the title and description can be created in multiple languages.

Tab 2: Payment details

In the second tab, you can define donation intervals, options for donation amounts, and purposes for donations:

1. Donation settings

1. Donation interval: Define the intervals (One-time, Weekly, Monthly, Quarterly, Annually) at which donations can be made. It is possible to select multiple options.

2. Currency: Set whether the donation campaign should be displayed in a specific currency or if the customer can choose the currency themselves.

 Recurring Donations

To offer recurring donations, a payment provider that supports subscription payments must be activated. For more information, please refer to the Payment Provider Feature Matrix.

2. Amount options

Under "Amount options," you can optionally specify the donation amounts you want to offer. The following example shows a donation page with three different amounts, including descriptions of what each amount will be used for.

By checking the appropriate box, you can allow the donor to define a custom amount:

3. Donation purpose

Optionally, you can inquire about the purpose of the donation. To enable this feature, check the box "Ask for donation designation" and define which options you would like to provide to the donor:

Tab 3: Contact details

In the "Contact details" tab, you can specify which fields will be displayed in the donation form and must be filled out by the user:

The following functions are available:

• Add new field: Click on the desired field in the list on the right and drag it to the left into the form.

• Remove field: Hover over the desired field and click the trash bin icon.

• Edit field: Hover over the desired field and click the edit icon.

• Define field as mandatory: Hover over the desired field, click, and check the "Mandatory Field" checkbox.

Sending donation receipts

To provide donors with the appropriate donation receipts, you can use the custom fields on the right side of the screen. Add a new field of type "Checkbox" to your donation form and configure it as follows:

1. Choose a title like "Donation receipt".

2. Create an option like "I would like to receive a receipt for my donation".

This way, you can send donation receipts to all donors who request one.

 NOTE

Please note that the creation and distribution of the receipts must be done outside of Polaris and Payrexx.

Tab 4: Advanced

In the final tab, the donation form can be further customized to meet your specific needs:

1. Appearance: If you have activated multiple Look & Feel profiles, you can select which one your donation campaign should be displayed in. To create Look & Feel profiles, navigate in the main menu of Payrexx to Settings > Look & Feel.

2. Advanced payment settings: Choose whether you want to enable payments in the donation form with all active payment providers or if you would like to restrict the payment options to one or more specific providers (e.g., Payrexx Pay or Payrexx Pay Plus).

3. Messages and redirection: Depending on whether a donation was successful or failed, you can display different messages to the donor or redirect them to a specific page.

Further along in the "Advanced" section, you can specify the email that the donor will receive once they have finalized their donation payment:

1. Choose a Subject for your email directed to the donor.

2. You have the ability to compose your own email text. You can utilize various placeholders to personalize the message. The placeholder [DONATION_DETAILS], which displays the donation information, must be included.

3. You can send the email to additional recipients via BCC (blind carbon copy).

4. If you are not satisfied with the created email content, you can revert it to the original message at any time by clicking on "Reset message".

5. Clicking on "Show placeholder" will display a list of all placeholders that you can use in the email.

6. By clicking the "Send test email" button, a field will appear where you can input any email address to dispatch a test email to that address.

 NOTE

Don't forget to click the green "Save" button located in the bottom right corner to save the donation campaign you created.