We've just set up one page giving and we have thought of another use for the page. The intention of this procedure is to discontinue verbal collection of credit card details by phone.
I'd like to run this up the flagpole to see if anyone sees any pitfalls. I'd be grateful for your thoughts on this proposal:
Set up a separate "On Account" type for ticketing funds.
Set up a contrib type that would utilize OPG to accept payments to the new On Account.
Style the One-Page Giving form and confirmation for this contrib to refer to "Payments" rather than donations.
After creating a customer record if needed and verifying the primary login, our staff could then verbally direct customers to the new OPG page.
Guest fills out first, last and email using the primary login. (our logins are email addresses) Guest inputs the amount to pay, as instructed by our staff, and proceeds to Windcave hosted payment page.
Upon completion of the payment, our staff can then see the money On Account. They can then use the On Account funds to complete a reservation and send PAH tickets and confirmation as usual.
much thanks,
Kate
Kate Schmitz said:I'd like to run this up the flagpole to see if anyone sees any pitfalls.
The obvious ones would be "I don't do those computer things" and high-touch VIP constituents. We couldn't go to not taking cards on the phone for our high-level donors, who very frequently call simply to update their card numbers/expiration dates.
Thanks. That's certainly a consideration.
Back-story: We are trying to keep our telephone call center out of scope for PCI requirements because we are finding that a PCI-compliant call center is an expense we can ill-afford right now, with visitation rates down. We plan to use a POTS line for the occasions when a patron cant or wont, or just needs TLC.
The One-Page-Giving function is really simple though, so we are hopeful that most folks will not balk.