Set Up Click & Pledge Donation Pages

In order to create a C&P donation page, there are three main steps

  1. Create the donation page first
  2. Create thank you confirmation email templates for single and recurring gifts
  3. Link the thank you email templates to the donation page
Create a Donation Page
  1. Select Click & Pledge Payment-as-service on the top right corner
    1. Go to Donation Pages
    2. Right click and open a new window of a Donation Page Name of one of the fund/project page you want to create
    3. Click Clone and fill in the information similar to other pages         
    4. The Fund field determines  the coding that the donation will use
    5. The Processing Account determines which bank account the donation will go to
    6. SKU will be later used to link the email templates
    7. Click New Donation Page Question to create questions. You can use another page to copy and paste the fields
    Create Confirmation Emails
    1. Go to C&P Designer
    2. Templates with single gift are named in this format, ThankYou_Project Name; recurring gift are ThankYou_ProjectName_recurring
    3. Click a single gift template for a fund/project and clone
    4. Repeat the same step by cloning a recurring gift template
    Link Confirmation Email Templates to Donation Page
    1. Go to C&P Settings
    2. Click Autoresponder on the grey menu
    3. Click one of the single responder template of a fund/project and clone
    4. Rename the values for the highlighted fields and make sure the C&P Account Number is select the right organization unit:
    1. Scroll down and enter the SKU that you used for the donation page and save
    1. Repeat the same steps for Recurring Template.