Online Giving Setup

Setting up statements, designation content, promotion lists, ask ladders, email and web acknowledgements, widget landing pages

26 articles in this collection
Written by Maggie Vice

Designations

What are designations?

Designation types available in Vision2

Written by Maggie Vice
Updated over a week ago

How do I create funds?

Instructions to create a new fund

Written by Maggie Vice
Updated over a week ago

How do I create a general designation?

Written instructions to create a general designation

Written by Maggie Vice
Updated over a week ago

How do I create a project?

Steps to create a project

Written by Maggie Vice
Updated over a week ago

Archiving and Un-archiving Designations

Steps to archive and un-archive designations as well as searching for designations that have been archived

Written by Maggie Vice
Updated over a week ago

How are projects and campaigns different?

projects vs. campaigns

Written by Maggie Vice
Updated over a week ago

How do I add images to my online giving designations?

Add a photo to an online giving opportunity

Written by Maggie Vice
Updated over a week ago

Working with Images in Vision2

Tips for working with pictures/photos in the V2 admin portal

Written by Maggie Vice
Updated over a week ago

Promotion Lists

What is a promotion list?

Using promotion lists to manage your online giving opportunities

Written by Maggie Vice
Updated over a week ago

How do I sort the order of giving opportunities on our website?

Steps to create and organize your online giving promotion list

Written by Maggie Vice
Updated over a week ago

How do I add designations to my online giving opportunities?

Steps to add a giving opportunity to your online promotion list

Written by Maggie Vice
Updated over a week ago

How do I remove designations from my online giving opportunities?

Steps to remove a giving opportunity from your online promotion list

Written by Maggie Vice
Updated over a week ago

Online Giving Acknowledgements

What is an online giving source?

Overview of a giving source and its components

Written by Maggie Vice
Updated over a week ago

Where do I create my web acknowledgements?

Customize the message donors will see on the website at the time they submit their gift

Written by Maggie Vice
Updated over a week ago

Where do I create email acknowledgements?

Customize the email acknowledgement the donor receives for an online donation

Written by Maggie Vice
Updated over a week ago

What is the multi designation acknowledgement used for?

Customize the email acknowledgement for donors who give to more than one designation in the same transaction

Written by Maggie Vice
Updated over a week ago

Ask Ladders

How do I ask for specific donation amounts?

Use an impact ask ladder to request fixed dollar amounts for specific support

Written by Maggie Vice
Updated over a week ago

How do I change the suggested donation amounts on my website?

Instructions to create an ask ladder and apply it to a designation

Written by Maggie Vice
Updated over a week ago

Website Setup

Are there different ways donors can login to online giving?

Description of the authentication methods avavilable for use with online giving

Written by Maggie Vice
Updated over a week ago

How do I add widgets to my website?

Create landing pages for the V2 giving widgets

Written by Maggie Vice
Updated over a week ago

How do I modify the layout of Vision2 widgets on my website?

Using bootstrap to edit/change website themes and layouts

Written by Maggie Vice
Updated over a week ago

Enable Facebook Login for Vision2 Online Giving

Instructions to setup Facebook login for use with V2 online giving

Written by Maggie Vice
Updated over a week ago

Are your widgets responsive?

Written by Maggie Vice
Updated over a week ago

Do you have a Wordpress plugin?

Written by Maggie Vice
Updated over a week ago

Can I create Give Now buttons for an email campaign?

Instructions for creating a multi-purpose Give Now button

Written by Maggie Vice
Updated over a week ago

Should I enable mobile redirects on my website?

Written by Maggie Vice
Updated over a week ago