Event Campaign Template - Payment Types

In this section, you can set up one-time or monthly credit card payments for donations.  You can also create coupon codes for registration. 

 Let's Learn

• Payment Types
• Coupon Codes for Registrants

Payment Types

Tip: You will not see monthly payment types unless you have set up a monthly donation plan for your organization.  If you need help setting up your monthly plan, click HERE to view the instructions for set up. 

• Below Payment Purpose, choose whether you are setting up a payment type for donations or registrations.
• Below Select the method you would like the “Payment Types” displayed to the user, click Single-line display or Multi-line display.
• The first option means that users will click an arrow to display the answers.
• The second option means that all of the answers will be listed and the user will click the button beside one to select it (like the choices for the Select the method you would like the “Payment Types” displayed to the user option).

Tips:

• EFT stands for Electronic Funds Transfer. If you enable this payment type, you will be able to collect bank account information from donors, but you will need to process this data offline.
• Donor entered Pledge - we do not recommend turning this on however if you'd like your donors to be able to enter their pledges (not fundraisers) you would turn this on.  
• Click the Details link beside the payment type you want to set up.
• Click the box beside Enabled to put a check mark in it. Tip: Monthly Payments require monthly emails to be enabled.
• Beside Name, type the name you want this type of payment to be called on the donation page.

Click Submit.

Coupon Codes for Registrants

 Tips:

• Coupon/discount codes require a fee associated with the registration type
• Coupon/discount codes will not function in association with Package registration types
• Coupon/discount codes work for both individual and group registration types

Once you are in the event of your choice, click Payment Types.

Scroll down to the Coupon Code table and click Add. (This option will not appear unless there is a registration with a fee associated with it.)

• Specify the Coupon Code. This is the value that the end user will enter when redeeming the coupon code. The coupon code is not case sensitive. The maximum number of characters is 10.
• Specify the Coupon Value (in $).
• Specify the Quantity. This is the number of coupons that can be redeemed.
• Set the expiry date.
• Enable the coupon code and associate a registration type.

Click Submit and you're done!

Registrant view:

Registrants will be provided with the opportunity to enter the coupon code during the registration process. An exact match is required, however, codes are not case sensitive.

At the payment page, the coupon value will be discounted from the registration fee.


Reporting:

In the Relationships Tab, in the Registrant Account Summary, you will now see the coupon code



Details are also included in the Snapshot report:

• Coupon Code – Indicates the coupon code entered by the registrant.
• Coupon Value – Indicates the value for the coupon code entered.
• Net Reg Fee Amount – The registration fee amount after the discount code is applied.