Vision2 Client Success

Can we offer quid pro quo gifts from Vision2?

Create catalog items for use with quid pro quo gifts

Set a date range for catalog item availability

Archive a catalog item - great to use for discontinued items

Unarchive a catalog item to make it available for fulfillment

Offer bundled items for a single quid pro quo donation

Create the list of shipping providers you will use to deliver catalog items

Add catalog item inventory that is available for shipment

Create ask ladders that offer catalog items for specified donation amounts

Add a premium ask ladder to an online giving source (allows shipment of catalog items to online donors)

Add a premium ask ladder to your offline sources (allows shipment of catalog items for donations entered in the V2 admin portal)

Process a catalog order in the admin portal with payment (records cash & check payments, processes credit card & bank account transactions)

Create a list of catalog items that need to be shipped

Generate a file of catalog items to be shipped

Update catalog item status in V2 once the fulfillment team has completed the shipping file

View the shipping status and/or details of a catalog item

instructions to utilize the quid pro quo gift/catalog item feature

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