ProDon:Training Plan - Online Donation Module

Training Plan - Online Donation Module

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Preparatory Stage

In order for you to get ready for the training, it would be a good thing you visit a few IMakeAnOnlineDonation websites from other organizations. This would allow you to determine how you would like to design your home page and your forms. You can access the IMakeAnOnlineDonation directory directly by clicking on the following link: https://www.imakeanonlinedonation.org/directory.php.

We also invite you to read the methodology below, it contains important elements for the training. 

Methodology

The duration of the training on the Online Donation Module is 4 hours. It is usually done online for 2 sessions of 2 hours each.

During the first session, the trainer explains how to configure the home page of the IMakeAnOnlineDonation website and creates a general donation Web form with the person in training, explaining the basic options.

Following the first session, it would be important you schedule some time to work on your website, in preparation for the second session.

During the second session, the trainer teaches you how to use of the most advanced functions of the module so the form becomes fully customized. He or she also teaches you how to fill out a Web form and performs a payment test in order to insure that the module has been installed correctly. If time allows it, the trainer assists the person in training with the creation of a second Web form, if necessary. You could already start thinking about the type of form it could be, for instance, for an upcoming activity or event.  

Objectives

• Being able to configure the home page of the IMakeAnOnlineDonation website.
  
• Being able to create a Web form and to know the different possibilities.
  
• Knowing how to import transactions into ProDon and process declined transactions.

Course of the First Session

1. Configuring ProDon

• Assignment of access codes to the users of the Online Donation Module
  
• Addition of a button in the shortcut bar
• Verification of the donation occasion configuration
  

2. Configuring the IMakeAnOnlineDonation Home Page

• Formatting (colours and fonts)
  
• Labels and notes
  
• Addition of a logo or a banner
  
• Configuration of the importation

3. Configuring the Web Form

• Difference between a client and a transaction form
• Configuration of different options and option lists
  
• Activation of the transaction and/or commitment section (requires the Prospecting and Commitments Module)
  
• Addition of payment methods
  
• Addition of notes
  
• Configuration of the confirmation e-mail
  

4. Sending and Viewing on the IMakeAnOnlineDonation Website

• Status of the "In development", "In test" and "Archived" forms
  
• Sending the configuration of the website and the forms to the "Test" website

Course of the Second Session

1. Customization of the Web Form

• Explanation of the different sections
  
• Addition of the customizations
  
• Types of customizations
  
• Association of importations
  
• Validation and activation
  
• Groups of customizations
  
• Importation constants

2. Order of the Web Forms

• Choice of the order of the Web forms on the home page
  
• Groups of forms
  

3. Options of the Website

• Sending the configuration of the website and forms to the "Test" or "Production" website
  
• Update and maintenance of the IMakeAnOnlineDonation website
• Consultation of the list of online donations
  

4. Form Entry and Importation of the Donations

• Entry process of a complete Web form
• Analysis of the donations to import
• Validation of the importations
• Most common mistakes
• Importation of the donations
• Management of the rejects 

Here are some links to the online documentation on the Online Donation Module

• Home Page and Website Configuration
  
• Creating a Web Form
  
• Web Form Customization Configuration
  
• Label Configuration
  
• Importing Donations
  
• Viewing Donations
  
• URL Address of the Form
  

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Document name: ProDon:Training Plan - Online Donation Module

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