GOdonate is a public-facing site that collects donations and displays funds and interests. GOdonate works in conjunction with the akoyaGO CRM to collect and store data from GOdonate transactions. This guide is intended for foundation staff managing GOdonate.

 

Stripe

 

GOdonate also works in conjunction with Stripe – an online payment processing service.

 

Please note: It is the foundation’s responsibility to establish and administer their stripe account. Go to https://dashboard.stripe.com/register to start the process.

 

Stripe offers discounts to non-profit organizations. You can find more information here: https://support.stripe.com/questions/fee-discount-for-nonprofit-organizations

 

For more information on Stripe account setup, please see the Stripe Account Setup whitepaper on GOsupport.

 

GOdonate Settings will need your Stripe API keys. For instructions on how to find your Stripe Keys, please see the Obtaining Stripe API Keys for GOdonate video on GOsupport.

 

GOdonate in CRM

 

Before launching GOdonate to users, you should review all CRM components that support GOdonate to make sure all setup is to your liking. 

 

Fund records

 

On each Fund record, there is a section called GOdonate. This section contains an Enabled field and a Title Slug field.

 

 

The GOdonate Enabled field will default to No. It is a dropdown Yes/No field. If Yes, the fund will be available to accept donations in GOdonate. If No, the fund will be hidden from GOdonate. If the field is null (blank), the fund will be hidden from GOdonate. 

 

 

Title Slug: A title slug is a great tool to use when you want a clean, easy to remember URL. A slug is the part of a URL that identifies a particular page on a website in an easy-to-read form. The slug replaces the string of letters and numbers known as a GUID. The title slug will appear in the url after /fund/.

To create a title slug, type the words you want to use separated by hyphens. For example, “bill-berrier-fund”.

 

Here is a url without a title slug:

 

And here is a url with a title slug:

 

 

 

GOdonate will use, if applicable, the public fund image for the fund’s card and details page in GOdonate.

 

 

If the Public Fund Image is blank, the fund image will default to the image you choose as the fund default image in your GOdonate settings (we will look at this more closely in the GOdonate Settings section of this document).

Public Fund Image, when displayed in GOdonate, the image has a max-width 640px and max-height 480px.
 

 

Interests

 

You can access the Interests table from the Tools area in akoyaGO. Interests can be used to categorize your funds. 

 

There are several GOdonate settings on an Interest record.

 

 

 

 

 

This site is very easy to use. Simply search for an icon,

 

 

select the one you like from the list,

 

The image cards with Pro on them will not work unless your organization is subscribed to a Pro account with Font Awesome.

 

Note the options to edit the icon, especially the size option. We recommend you use the 2XL option.

 

 

 

copy the HTML portion between the quotation marks and paste into the Icon Class Name field.

 

 

It will look something like this:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Contacts

 

On a contact record, there is a Donor Related section on the Summary tab.

 

 

After a user registers and verifies their email, the GOdonate Email Confirmed field will update to Yes.

 

If a user is having trouble logging in, check and make sure the GOdonate Email Confirmed field is Yes.

GOdonate Settings

 

The GOdonate Settings table is available in the Tools area of your akoyaGO CRM. GOdonate Settings includes general, theme, and fund detail settings. This is where you control how your GOdonate site looks and functions.

 

 

 

 

In the General tab you will find three sections – General Settings, Stripe Settings, and Customized Text. 

 

 

General Settings

 

 

1. Allow Sign Ins: if off, the registration and sign in links will be removed from the home page. If Yes, users can register or sign in.
2. Foundation User: this must be a User, not a Contact, the user listed here will be the person listed in the From line in GOdonate emails. Please ensure the user you choose is set up to send emails from akoyaGO.
3. GOdonate URL:  this will be filled in by your GOdonate project manager upon implementation. This field will lock once it contains data.
4. Foundation User: this field defines who GOdonate emails will be 'from'. This field looks up to User records, not Contacts.
5. Enable Designated Giving: when ON, users will see an additional field in the donation form where they can choose between a general unrestricted donation or a designated purpose. If Designated purpose is checked, an additional text box will appear where they can type their intention for the donation. 
6. 
7. Enable Google ReCAPTCHA: Google ReCAPTCHA enables web hosts to distinguish between human and automated access to websites. If on, this feature will run silently in the background. Users will not notice this process.
8. Utilize Interests for Fund Categories: if Yes, Interests in your CRM will appear as categories in your GOdonate site. If No, the Categories area of the GOdonate home page will disappear and users will also not be able to search by Interest.
9. Additional Donation Percentage For Fees and Donor Covered Fee Text: These fields pertain to donors having the option to cover the credit card processing fee. For more information, please see the knowledge article called GOdonate - Donor Covers the Fee.
10. Minimum Donation Amount: Optional. Set the minimum amount that users will be able to give.
11. Maximum Donation Amount: Optional. Set the maximum amount that users will be able to give. 

 

Stripe Settings

 

 

 

Customized Text

 

All of the following fields are optional, this is where you can add messaging to your GOdonate site.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

The Theme tab of GOdonate Settings is where you can upload the logo image and set the main colors for your GOdonate site.

 

 

Images

 

If empty, the image fields will default to an image that lists the maximum dimensions of the field.

 

 

 

 

 

 

 

Colors

 

Click the color box to select color. Use the Custom tab to enter HEX or RGB codes and control the transparency.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

The fund details tab is where you can edit the details shown on each fund’s page when a user clicks Learn More.   

 

Featured Funds on Home page

 

You can display three featured funds under the Fund Spotlight section of the home page. Fill in one, two, or all three if you wish. If you want to forego a fund spotlight, then leave these fields blank.

 

 

 

Fund Details Page

 

The Fund Detail page is what opens when a user clicks Learn More on a fund card and will look something like this:

 

The fund details that you choose below will appear under the fund image.

 

You can customize which fields are included in the fund’s details page. The fields you choose will apply to all funds site-wide.

 

 

This section has three columns. From left to right they are:

1. Options: the options are dropdown fields that contain all fields found in a Fund record (including custom fields). Select the field that you want to display. After selecting a field, the Label and Field name columns will auto populate. The order of the options in CRM will correspond with how the fields are displayed in GOdonate, meaning, Fund Details Option 1 will be at the top and so on.
2. Label: you can change what GOdonate users see by editing what is in the label fields. For example, Purpose could say Fund Purpose, or Established could say Year Established. This is to make the fund details page make more sense to your users. This is optional, you don’t have to change the label.
3. Field name: these are the logical names of the fields selected in the Options column. These fields will be locked, and users will not see these names.

 

Workflows and Email Templates

 

 

There are two CRM Process Workflows related to GOdonate:

 

GOdonate Transaction New Donor Creation: An on-demand workflow that can be ran to create a new donor record for non-signed in donations or donations where a signed in user chooses "Add a new donor"

 

GOdonate Process Completed Donation: will run automatically after a transaction is submitted, but can also be run on demand. This workflow primarily creates the gift record. This workflow requires a gift fee to operate. Before activating the workflow, ensure that there is a gift fee filled in. You can find the field for the gift fee in the first step > set properties > scroll all the way down to the bottom and fill in the fee in the Vendor Fee Type field.

 

We recommend that you create a new fee called GOdonate Gift Fee that will apply to all GOdonate transactions. 

 

 

 

 

There are three GOdonate email templates that you can customize as needed. You can access Email Templates in the Tools area of akoyaGO CRM.

 

Please note: in GOdonate email templates, the curly brackets { } signify a hard coded field. You should not edit these fields.

The flat brackets [ ] signify fields that you can and should edit to your needs.

 

GOdonate Donation Confirmation Email: email that the donor gets after a successful transaction. Out of the box, this email will include the donor's name, the fund they gave to, and the amount they gave. If you want the fund to be included in the confirmation email, this is the email template that you must use.

 

GOdonate Payment Receipt: not an email, but what is displayed to user after successful donation in UI

 

GOdonate Reset Password: email the user gets to reset their password