Please note that the Next Generation Events feature is only available to organizations with Neon CRM Impact or Empower packages AND Neon Pay as the payment processor.
Contact us at clientaccountspecialist@neonone.com to discuss your current package and/or switching to Neon Pay.
Learn how to enable and use the Add-On Donation feature for events in this step-by-step guide. This help guide will cover how to enable the Add-On Donation feature and use it to collect donations during the event tickets sales process in Neon CRM.
Recommended Reading Before You Start
Content
Enabling the Simple Entry Add-On Donation Feature
Making a Simple Entry Add-On Donation as a System Admin
Enabling the Suggested Donation Amount Add-On Donation Feature
Making a Suggested Donation Amount Add-On Donation as a System Admin
Add-On Donations allow constituents to make an additional donation contribution to your organization when they purchase tickets for an event. The Add-On Donation fields will appear during checkout. Please note: If you enable the Add-On Donations feature, it enables the feature for all events. You cannot enable this feature only for specific events.
There are two types of Add-On Donations available: Simple Entry and Suggested Donation Amounts. The Simply Entry feature allows a constituent to enter in any donation amount they wish into a blank donation amount field. The Suggested Donation Amounts feature allows you to designate and display specific donation amounts from which the constituent may choose (this feature always includes an Other Amount field into which the constituent may enter any donation amount they choose).
Instructions
Enabling the Simple Entry Add-On Donation Feature
To enable the Simple Entry Add-On Donation feature:
1. Select the Global Settings cog in the upper right corner of any page and then select Global Settings on the drop-down menu.
2. On the Global Settings page, select Add a Donation under the Next Generation Events heading.
3. Select the radio button next to the Simple Entry option.
On the set-up menu that appears:
4. Select whether you wish to link the collected donations to a campaign. If you select Yes, you must select a campaign from the Select a Campaign drop-down menu that appears.
5. Select whether you wish to link the collected donations to a fund. If you select Yes, you must select a fund from the Select a Fund drop-down menu that appears.
6. Enter the applicable text in the Header Display Text field. This text appears above the donation field area on the checkout page. This text allows you to capture the constituent's attention so they may then decide to make a donation, as applicable to your organization.
7. Enter any optional text in the Donation Description field. This text appears below the donation field area on the checkout page and allows you to enter a thank you message and/or any required tax deductible-related information, as applicable to your organization.
8. When you have added all applicable information, select Save Changes.
Making a Simple Entry Add-On Donation as a System Admin
To make a Simple Entry Add-On Donation as a System Admin:
1. Select Events in the navigation menu and then select Sales & Check-In on the drop-down menu.
At this point, complete the ticket purchasing process per the type of event for which you are purchasing tickets. The purchasing process differs depending on the type of event. See the guides in the Recommended Related Articles section at the end of this guide for more information.
For all types of ticket event purchases, once you arrive at the checkout page:
2. Locate the Add-On Donation field (you will see your Header Display Text and Donation Description text you added when you enabled this feature). Enter the applicable donation amount and select Add.
The donation will appear as an item in the Order Summary.
3. Complete all other applicable information, including Contact Information and Payment Details.
4. When all applicable information has been entered, select Submit Order.
Enabling the Suggested Donation Amount Add-On Donation Feature
To enable the Suggested Donation Amount Add-On Donation feature:
1. Select the Global Settings cog in the upper right corner of any page and then select Global Settings on the drop-down menu.
2. On the Global Settings page, select Add a Donation under the Next Generation Events heading.
3. Select the radio button next to the Suggested Donation Amounts option.
On the set-up menu that appears:
4. Select whether you wish to link the collected donations to a campaign. If you select Yes, you must select a campaign from the Select a Campaign drop-down menu that appears.
5. Select whether you wish to link the collected donations to a fund. If you select Yes, you must select a fund from the Select a Fund drop-down menu that appears.
6. Enter the applicable text in the Header Display Text field. This text appears above the donation field area on the checkout page. This text allows you to capture the constituent's attention so they may then decide to make a donation, as applicable to your organization.
7. Enter the applicable text in the Donation Description field. This text appears below the donation field area on the checkout page and allows you to enter a thank you message and/or any required tax deductible-related information, as applicable to your organization.
8. In the Suggested Donation Amounts area, you add, edit, or remove the suggested donation amounts that will appear on the checkout page, as follows:
- Click on an existing default amount if you wish to edit the amount.
- Select the Add Amount link if you wish to add additional amounts (note: the amounts will automatically appear in ascending order from lower to highest).
- Select the trash can icon next to an amount if you wish to remove it from the list.
9. When you have added all applicable information, select Save Changes.
Making a Suggested Donation Amount Add-On Donation as a System Admin
To make a Simple Entry Add-On Donation as a System Admin:
1. Select Events in the navigation menu and then select Sales & Check-In on the drop-down menu.
At this point, complete the ticket purchasing process per the type of event for which you are purchasing tickets. The purchasing process differs depending on the type of event. See the guides in the Recommended Related Articles section at the end of this guide for more information.
For all types of ticket event purchases, once you arrive at the checkout page:
2. Locate the Suggested Donations fields area (you will see your Header Display Text and Donation Description text you added when you enabled this feature). Select the applicable amount for the donation or select Other Amount to enter another specific donation amount (if you select Other Amount, you must select Add after you enter the donation amount).
The donation will appear as an item in the Order Summary.
3. Complete all other applicable information, including Contact Information and Payment Details.
4. When all applicable information has been entered, select Submit Order.