Hi there,
I've been searching but nothing recent comes up on the forum.
Has anyone accomplished contributions with payment plans on the web? TNEW doesn't support payment plans when contributions are part of the order, so I'm looking at outside options.
Special bonus question for any TNEW devs watching: will v7 support payment plans for contributions? :-)
Cheers
dgh
Hi David.
I don’t believe TNEW V.7 will allow for payment plans for contributions.
We are currently in the final stages of testing for a TNEW customization in order to allow for payment plans. It basically adds a page between the contribution page 1 page and the checkout page. When we go live I can let you know if you’d like and you can take a look.
I’m not sure how it will or won’t work with ticket payment plans as we aren’t currently using payment plans for ticket orders.
Here is a rough description of how contribution payment plans will work:
The contribution page 1 will basically just be a page where the donor selects which fund they want to donate to and how much, then when they click donate it will take them to a new custom page (run by a custom system table and some back end code) where the donor selects one time gift or the type of payment plan they would like and any other information we want to collect. If the donor selects one of the payment plans we’ve set up then the total amount charged will automatically change to the correct amount.
The tricky part for us was we wanted TNEW & Tess to recognized the total amount of the pledge and assign an appropriate donor constituency based on that and allow the donor to access the appropriate benefits for that level in the same order as their donation.
Laurel
Cal Performances
Thanks for the comments everyone.
@Laurel - would love to know more when you get yours up and running in TNEW. Please keep me in the loop!
Hi David,
The closest we got was for our Vanguard program, which is a philanthropy program that has monthly, quarterly or annual payments. It's a bit of a cheat, but we set up the dropdown on contribute2.aspx to ask which option you want to choose.
It then displays a suggested donation of the appropriate monthly, quarterly or annual amount. If you select one of the first two, the appropriate text appears saying that we will debit this amount every month/quarter thereafter.
Then, when the donation arrives for that particular fund, the Development team takes the first donation and sets up a pledge for the rest. It's not automated, obviously, but at least it lets people express part-payment options.
You can see that here:
https://www.sydneysymphony.com/support-us/get-involved/vanguard
Our contribution payment plans customization has gone live.
In addition to making a one time gift, donors are now able to specify if they want to make a pledge (either montly or quarterly) and at what time of the month they'd like future charges to be made (start, middle or end of the month) and TNEW automatically generates and charges just their first payment while also assigning a rank override attribute and changes their mode of sale to the correct one based on their total pledge to allow them access to the appropriate donor benefits right away.
You can check it out at http://secure.calperformances.org/dev/contribute.aspx
On the back end, the payment and pledge infromation, as well as any additional information the donor fills out, gets saved to a CSI and the money is put on account.
It's working great and so far we haven't received any negative feedback from donors.
Hi Laurel,
I just had a play and it works well - quite smooth.
To confirm though - the pledge still needs to be set-up by someone on your end? It's all just logged in a CSI? Any chance you could share a screenshot of a CSI example, please?
Did you have Tess Consulting build this for you? Or out on your own?
Best
Yes, it still has to be entered manually during gift entry. Here is a screen shot of the CSI as it appears in the CSI Tracking report.
http://www.tessituranetwork.com/Community/members/laurelskehen1424/files/Contribution-Pledge-CSI.jpg.aspx
We worked with a Tess Consultant to build it.