Managing Online Transactions & Donations
What is an online donation, payment, or transaction?An online donation or payment is any transaction made through a donation, membership, event, survey, or auction page. These transactions are typically made with a credit card or Apple Pay, but depending on the payment methods you have set up for your account, these donations cou…Will I be notified when a new online transaction is made?If you have selected the option to receive an email when an online transaction is made, you will be notified. To set this option on a Donation Page, go to the Donation Page Settings tab within the setup of your Online Donation Form. Under the Internal Notifications section you w…How do I know a transaction was made online?If you look on the Transactions grid there is a column titled "Online." If you filter that to "is true" you'll see all your online transactions. The payment type of the gift will also be proceeded with "Online."How does a donor make an online donation?A donor makes an online donation by going to a donation page that you have created in AssociationSphere or you can activate an option to collect donations along with your event or membership page. For donation pages, you can post this onto your website, emails, social media and…Can a donor make a recurring donation?Yes, you can set up recurring donation options using the Simple or Advanced donation page designer. Simple Donation Page Designer Using the Simple designer, you can set up an option for donors to select recurring donation on the Donation Page Settings tab under the Donation Opti…Does the online transaction get recorded into AssociationSphere automatically?Yes, everything from a donation, membership, or event form will be automatically recorded into AssociationSphere. The software will look for a matching constituent in the database using the email address and name. If the constituent does not exist yet, AssociationSphere will cre…What happens if the donor, member, or event registrant does not exist in my AssociationSphere account yet?If the software does not find a matching constituent using the email address and name, AssociationSphere will automatically create a new constituent record using the information provided by the person completing the form. You can learn more in this article "How does the software…Can I make a credit card transaction on behalf of a constituent?Yes, there are several options to make a donation, payment, or other transaction using a credit on behalf of a constituent. For a donation, invoice payment or pledge payment, you can go to the constituent's record and from their Transactions tab, click Add, then Add Transaction.…What are the required fields that a constituent will have to fill out on an AssociationSphere page?In order to process their credit card, the constituent will be required to provide the following information: - Enter a donation/payment amount or select a membership or event level - First and Last Name - Email Address - Address, City, State, Zip Code, and Country (this can be…Will the constituent receive a thank-you email automatically?Yes, when a constituent submits their form online they will see a confirmation message and they will receive a thank you email sent to the address they provided. You can customize the thank you message on the Thank You Message tab. For donation pages with recurring payment optio…What payment types are available for an online donation?Once you have your sub-merchant account set up, donors will be able to make a donation via credit card. If the donor has a iPhone and has Apple Pay activated, they can also choose to pay via Apple Pay. Optionally, via your Account Settings, you can activate other payment methods…How do I do a refund back onto a credit card?To issue a refund, you can submit a request for a refund which will be processed by our accounting team. Go to Workspace Transactions & Invoices Transactions and locate the transaction. Under the Initiate Refund (1) column, click on the arrow icon. You will be prompted to enter…Can I add Google Analytics to my page?Google Analytics [Google Tag Manager (GTM) scripts] can be added to the various AssociationSphere pages (donation, membership, event, etc.) and the Thank You message for the page. You should provide the script to be included on the page (header and body, if applicable), and the…