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
I found one 'gotcha' for my plan. We did not plan to require addresses for this OPG form but it appears that it is required to collect the address because we require an address for creation of a constituent account in T_DEFAULTS. I'm sad because this make the form much longer to complete and would cause a bunch of duplicate addresses to be created.It would be cool if there was a separate setting for OPG vs.ticket sales or standard donations.