Presentation is loading. Please wait.

Presentation is loading. Please wait.

After the Canvass ePledge A tutorial for canvassers: Assisting donors to make their gift online Module 2 Version 3 1 Do Not Print! Note the length of the.

Similar presentations


Presentation on theme: "After the Canvass ePledge A tutorial for canvassers: Assisting donors to make their gift online Module 2 Version 3 1 Do Not Print! Note the length of the."— Presentation transcript:

1 After the Canvass ePledge A tutorial for canvassers: Assisting donors to make their gift online Module 2 Version 3 1 Do Not Print! Note the length of the material

2 Do not print this material This material is a tutorial – It is animated, and – It is meant to be viewed in Presentation format In PowerPoint 2007 – From the Ribbon, please select Slideshow/from beginning; Or – Select the presentation screen at the bottom of the PowerPoint window (next to the zoom option)

3 Table of Content What is ePledge? Things you need to know Logging in – Access Page Elements Access Page Elements – New user New user – Returning user (same department) Returning user (same department) – Returning user (different ) Returning user (different ) ePledge Payroll Deduction Choosing where to give – Named recipient organizations Named recipient organizations – Other United Ways Other United Ways – Other Canadian registered charities Other Canadian registered charities – A note on privacy preferences A note on privacy preferences ePledge One-time Credit Card donation ePledge One-time Credit Card donation ePledge Monthly Credit Card donation ePledge Monthly Credit Card donation ePledge Making a PayPal donation ePledge Making a PayPal donation Creating or Updating My Profile My Donation History Tracking and Reporting 3

4 What is ePledge? ePledge is the main mechanism used to make a donation to a charitable organization through the GCWCC Use ePledge for donations by – Payroll – One time Credit card – Monthly credit card – PayPal (one time) But what about the Gift Form? In organizations that have adopted ePledge, the Gift form must be used for the following gifts: Cash Cheque Upon donor request, the Gift form (see Module 3) can be used for Payroll and Credit Card donations. 4

5 ePledge is… A series of 10 pages – 2 Access pages – 4 donation pages – 2 verification pages – 1 profile page – 1 donation history page 5

6 The Login page 6

7 The Access Page 7

8 A screen that lets you choose how you wish to pay for your donation 8

9 Payroll or… 9

10 Credit Card 10

11 A screen to choose your charities of choice 11

12 A screen to verify your gift 12

13 A confirmation screen 13

14 There is also a profile page that contains information that allows us to issue a receipt! 14

15 And (New!) a donation history page 15

16 Thats basically ePledge! 16 For a step by step approach, the following slides should answer any and all questions that you might have Welcome to ePledge!

17 Content In the next 15 minutes, you will learn how to – Help someone log on to ePledge – Guide donors to make their ePledge gift through Payroll deduction One-time credit card Monthly credit card – Help donors view/modify their profile – Show donors how to view their donor history – Tracking and reporting in an ePledge world 17

18 Things you need to know For security purposes, ePledge will automatically logout the user when it is inactive for more than 15 minutes Using the browser back button will logout the user – use the left hand menu, or the appropriate button at the bottom of each page (cancel, back, etc.) For Payroll Deductions, the donor must have unique departmental information in addition to the PRI/REG/employee number. This information includes the Dept Code, Pay List Number, and Pay Office and can be found – On the donors pay stub / PWGSCs Compensation Web Application; or – Some departmental leave system (e.g. PeopleSoft) may also have this information Donors can use ePledge to make any combination of Payroll Deduction, one-time credit card, and monthly credit card donation 18

19 ePledge National Capital Region (NCR)* Currently, the GCWCC ePledge is only available to the NCR campaign. Employees working outside of the NCR must still use the National GCWCC Gift form. 19

20 ePledge Registration The links provided to employees will direct them directly to their departments ePledge registration page This is where a donor registers to access ePledge The process is slightly different depending on whether the user is – A new user; – A returning user, with the same as the one used last year; or – A returning user that gave last year through the GCWCC, at another government department 20

21 New User Registration New users are to enter their work 21 User work Important Note! In ePledge, the User ID = the work address This is the only way that ePledge recognizes individuals Important Note! In ePledge, the User ID = the work address This is the only way that ePledge recognizes individuals

22 Login: New User Registration page If the new users address is NOT recognized, he/she will be asked to provide information like – Full name – A new password (8 characters, alphanumeric, not case sensitive) and hint – Complete home address – Branch and division 22

23 Login: New User Registration page Finally, type in the verification code provided on the screen – it will be different than the one pictured here Then click Register 23

24 New User Registration If the new users address is recognized (e.g. has been previously submitted on the Gift form) – The verification code provided on the screen must be entered It will be different than the one pictured here – Then click Register 24 User work Important Note! In ePledge, the User ID = the work address This is the only way that ePledge recognizes individuals Important Note! In ePledge, the User ID = the work address This is the only way that ePledge recognizes individuals

25 New User Registration page In both cases, a system- generated Registration Confirmation that includes a link to confirm the registration will be sent to the donor – When the User clicks the link in that , their ePledge registration will be confirmed 25

26 New User Registration page For the new user whose address was recognized, a second system- generated Registration Complete will then be sent to the user – confirming their User ID and – prompting the user to set their password (if not yet done) Click here to set the password, and access ePledge 26

27 Youve made it in! 27

28 But what about returning users? Remember! The process is slightly different for returning users Click the links to find out about – A returning user, with the same as the one used last year; or A returning user – A returning user (OGD) that gave last year through the GCWCC, at another government department A returning user (OGD) 28

29 Welcome screen Notice that several elements* are available on this screen! – The security certificates – The Privacy statement – The Technical support There are also new things on this screen! – The greeting, with donor name – A left side menu where the donor can choose to Pledge now Update their profile View their Donation history Get Help Log out 29 *Click here to find out why these elements are importantClick here *Click here to find out why these elements are importantClick here

30 Making a Donation 30

31 Making a donation To start, click on Pledge Now – There are two Pledge Now buttons 31

32 Making a donation As you can see, Donors can use ePledge for four methods of donations* Donors simply have to click on the radio button of their preferred method of payment – Well start by the Payroll Deduction *For cash or cheque donations, donors must use the Gift Form 32

33 This screen will be tailored specifically to your organization, so it may not look exactly as you see here Making a payroll deduction donation 33 Not all employee categories (term, casual, etc.) can give through payroll deduction. Find out from your GCWCC campaign team!

34 Typically, the donor can see – The amount he/she gave last year – The number of pay periods The payroll office requires that the Donor provide this information – This information is located on the donors pay stub* – Note that some departmental Leave systems may also have this information Please note that the Pledge Amount will be determined according to the sum of the donation Click Next Making a payroll deduction donation * As of April 2013, donors may need to access this information on PWGSCs Compensation AppliWeb 34

35 Choosing where to give This is where donors indicate to which charitable organization(s) they would like to make their donation 35 Note The amount to be entered in the donation field is the full amount (per year) designated to that charity. It is not the per pay amount. Note The amount to be entered in the donation field is the full amount (per year) designated to that charity. It is not the per pay amount.

36 Choosing where to give Before we begin, note that there is a link to Canada Revenue Agencys Charitable donation tax credit estimatorCharitable donation tax credit estimator – This enables the donor to estimate the reduction on his/her income tax 36

37 Choosing where to give The three named recipient organizations for the GCWCC in the National Capital Region are featured here – United Way Ottawa – Centraide Outaouais – Healthpartners $

38 Choosing where to give The three named recipient organizations for the GCWCC in the National Capital Region are featured here – United Way Ottawa – Centraide Outaouais – Healthpartners $

39 Choosing where to give The three named recipient organizations for the GCWCC in the National Capital Region are featured here – United Way Ottawa – Centraide Outaouais – Healthpartners $

40 Choosing where to give Donors can also give to – Any other United Way/ Centraide in Canada; and 40

41 Choosing where to give Donors can also give to – Any other United Way/ Centraide in Canada; and – Any other Canadian Registered Charities 41

42 Choosing where to give To give to other United Ways, the donor must – click on the link, then 42

43 Choosing where to give To give to other United Ways, the donor can – click on the link, then – Scroll through the list of other United Ways Listed numerically, as seen on the calendar – Click the next page button until you find the United Way that youre looking for 43

44 Choosing where to give To give to other United Ways, the donor can – click on the link, then – Scroll through the list of other United Ways Listed numerically, as seen on the calendar – Click the next page button until you find the United Way that youre looking for – Add the amount in the corresponding box $

45 Choosing where to give To give to other United Ways, the donor can – click on the link, then – Scroll through the list of other United Ways Listed numerically, as seen on the calendar – Click the next page button until you find the United Way that youre looking for – Add the amount in the corresponding box – Click Add $

46 Choosing where to give To give to any other Canadian registered charity – This section contains information on most charities supported by the GCWCC donors in the past – Donors can search by keywords or registered charity number Click Search Pipe 46 Note There is a minimum $26 donation for all other Canadian registered charity. Note There is a minimum $26 donation for all other Canadian registered charity.

47 Choosing where to give Charities containing that search criteria already in the GCWCC database will be listed Enter the amount to designate to this charity Click Add $

48 Choosing where to give If the donors charity is NOT found, donors can manually enter their chosen charity by clicking here 48

49 Choosing where to give In the new window, donors can click here to search the CRA registered charity database 49

50 How to search for a registered charity Search CRA (a separate web browser window will open) – Type in a portion of the Charity name – Click Search Children 50

51 How to search for a registered charity A list of charities associated with this keyword is displayed – Click on the link of the charity of your choice 51

52 How to search for a registered charity Information on this charity will be displayed 52

53 How to enter a registered charity Enter the charitys information found on the CRA website in the appropriate boxes – Every field MUST be completed 53

54 How to enter a registered charity Enter the charitys information found on the CRA website in the appropriate boxes – Every field MUST be completed Dont forget to enter the amount designated to this charity Click Add $ Note As long as the charity maintains its Canadian registered charity status (in accordance with Canada Revenue Agency policy), it will remain in the GCWCC ePledge database. Note As long as the charity maintains its Canadian registered charity status (in accordance with Canada Revenue Agency policy), it will remain in the GCWCC ePledge database.

55 Choosing where to give And no matter where a Donor chooses to give, the total gift adds up on the top of the screen $

56 Choosing where to give And no matter where a Donor chooses to give, the total gift adds up on the top of the screen $ $ $

57 Choosing where to give And no matter where a Donor chooses to give, the total gift adds up on the top of the screen $ $ $

58 Choosing where to give And no matter where a Donor chooses to give, the total gift adds up on the top of the screen $ $ $

59 Choosing where to give And no matter where a Donor chooses to give, the total gift adds up on the top of the screen $ $ $

60 Choosing where to give And no matter where a Donor chooses to give, the total gift adds up on the top of the screen $ $ $

61 Choosing where to give Once the donors choices have been made, click Next 61

62 Verifying Before the gift is processed, the donor is asked to verify personal information Donors are to – Verify the Honor Roll information will appear only if giving at the Leadership level ($1000+) 62

63 Verifying Before the gift is processed, the donor is asked to verify personal information Donors are to – Verify the Honor Roll information will appear only if giving at the Leadership level ($1000+) – Verify their and postal address; and 63

64 Verifying Before the gift is processed, the donor is asked to verify personal information Donors are to – Verify the Honor Roll information will appear only if giving at the Leadership level ($1000+) – Verify their and postal address; and – Tick off the check boxes to indicate Their donor status; and Their privacy preference 64

65 Verifying Before the gift is processed, the donor is asked to verify personal information Donors are to – Verify the Honor Roll information will appear only if giving at the Leadership level ($1000+) – Verify their and postal address; and – Tick off the check boxes to indicate Their donor status; and Their privacy preference Then click Next 65

66 A note on privacy preference What the donor should know before making their donation If the donor checks these boxes, all the charities designated in this transaction will be provided the donors information If the donor only wants some of the charities to be advised of the donation, the donor must make separate transactions – One transaction identifying only those charities to be informed of the donation(s) (boxed checked); and – One transaction where designated charities will not be informed of the donations (boxes not selected) 66

67 Confirmation Donors will then be asked to review and confirm the details of their pledge Note that the per pay amount is displayed here Once all information has been reviewed, click Confirm The donor will receive an confirming the donation And it is done! 67

68 Making a Donation: One-Time Credit Card 68

69 Making a one-time credit card donation This screen will be tailored specifically to your organization, so it may not look exactly as you see here Typically, the donor can see – The amount he/she gave last year – The accepted credit cards 69

70 Making a one-time credit card donation The donor is to – Write the credit card number – Indicate the expiry date of the card; and – Write the name of the card holder exactly as it is featured on the card Click Next Test X User 70

71 Choosing where to give The choices as to where to give are the same as in all other methods of payment. 71

72 But whats different for one-time credit card donation? 72

73 Verifying As before, prior to the gift being processed, a final verification is required However, given that the donor is making a one-time credit card donation, there is a slight difference on this page – The donor can choose to immediately receive a Tax Receipt by Click Next 73

74 Confirmation Final look at gift giving Click confirm Note One-time credit card donations are processed/charged immediately. Note One-time credit card donations are processed/charged immediately. 74

75 Making a Donation: Monthly Credit Card 75

76 Making a monthly credit card donation This screen will be tailored specifically to your organization, so it may not look exactly as you see here Typically, the donor can see – The amount he/she gave last year – The accepted credit cards – The payment frequency 76

77 Making a monthly credit card donation The donor is to – Select the Card type and complete each field Click Next Test X User 77

78 Choosing where to give The choices as to where to give are the same: Donor choice! 78

79 But whats different for monthly credit card pledges? 79

80 Verifying The verification of donor information is the same However, given that this is Monthly credit card donation, donors cannot receive a tax receipt by – Donors will receive their tax receipt once ALL monthly donations have been processed Then click Next 80

81 Confirmation Final look at gift giving Click Confirm 81

82 Making a PayPal donation 82

83 Choosing where to give The choices as to where to give are the same: Donor choice! 83

84 But whats different for PayPal donations? 84

85 Verifying Given that the donor is making a one-time PayPal donation – The donor can choose to immediately receive a Tax Receipt by Click Next 85

86 Confirmation Note that the Check Out with PayPal button allows the donor to proceed to the PayPal site 86 Note PayPal donations are processed/charged immediately. Note PayPal donations are processed/charged immediately.

87 Please note that the merchant name is United Way Ottawa, the manager of the GCWCC in the NCR 87

88 And thats how to use ePledge to make a donation! But what about… 88

89 But what about… Remember the left side menu? ePledge allows the donor to do more than make a donation! Donors can also – Update their profile – View their Donation history – Get help – Log out 89

90 Updating My Profile 90

91 Why update my profile? The information provided here enables the GCWCC to – Identify the donor for authentication (security) purposes – Issue receipts to donors making credit card gifts 91 Important Note Inaccurate information could mean that the donor does not receive a receipt for their donation. Important Note Inaccurate information could mean that the donor does not receive a receipt for their donation.

92 My profile By selecting My Profile on the left hand menu, the donor can make modifications to their account Note that only the fields with asterisks (*) are required 92

93 My profile Donors can modify their – Name – Honor roll information – addresses and preference – Home address – Telephone numbers and preference 93

94 My profile Donors can modify their – Name – Honor roll information – addresses and preference – Home address – Telephone numbers and preference – Work information – User ID (work ) – Password (8 characters, alphanumeric, not case sensitive) Click Save 94

95 My profile Training Tip Continue to Donation History, or If you were viewing the Returning User (OGD) and jumped to My Profile, please click here to return to where you left off.click here Training Tip Continue to Donation History, or If you were viewing the Returning User (OGD) and jumped to My Profile, please click here to return to where you left off.click here 95

96 Donation History 96

97 View donation history Donors can view past and current donations on this screen 97 Note Donations given through the Gift Form/paper pledge may not be visible here. Note Donations given through the Gift Form/paper pledge may not be visible here.

98 View donation history By selecting these icon, donors can also 98

99 View donation history By selecting these icon, donors can also – View previous transaction details This enables the donor to see where they have given in the past (e.g. the name of the charities and the corresponding amount) 99

100 View donation history By selecting these icon, donors can also – View previous transaction details This enables the donor to see where they have given in the past (e.g. the name of the charities and the corresponding amount) – Reissue a receipt for a One-time credit card donation 100

101 View donation history Also, only if in the same calendar month of a donation, by clicking Update, donors can – Change the charity they want to support (e.g. give to Charity B rather than to Charity A); and – Increase a donation Note This feature is not applicable for a one-time credit card donation Note This feature is not applicable for a one-time credit card donation 101

102 How to Log Out 102

103 How to log out To exit ePledge, donors should click the Log Out button 103

104 Congratulations! 104

105 Tracking and Reporting 105

106 Tracking and reporting It is very important that you track the decision (Gift, Regret, Pending) of the colleagues you canvass, and that you follow up with those that have signaled come back later or that have yet to respond – Tracking donor responses is a little more complicated given the two ways (form and electronic) of giving An ePledge Administrator in your organization can produce a report of ePledge donors – Ask your GCWCC team captain or coordinator to find out who will provide you with this report, and when you can expect to receive it But please, remember to give everyone the chance to give! 106

107 Remember! For security purposes, ePledge will automatically logout the user when it is inactive for more than 15 minutes Using the browser back button will logout the user – use the left hand menu, or the appropriate button at the bottom of each page (cancel, back, etc.) For Payroll Deductions, the donor must have unique departmental information in addition to the PRI/REG/employee number. This information includes the Dept Code, Pay List Number, and Pay Office. These can be found – on the donors pay stub – a departments leave system (e.g. PeopleSoft) or – PWGSCs Compensation Web Application Donors can use ePledge to make any combination of Payroll Deduction, one-time credit card, and monthly credit card donation 107

108 Other Modules 1.Be a Star Canvasser 3.After the Canvass: Gift form 4.Canvasser Toolbox FAQ Links Dates 5.Quiz, certification and evaluation 108

109 Supplementary content This section includes Login in: returning user Login in: returning user (OGD) Access page elements 109

110 Login in: Returning User With the same as the one used last year 110

111 ePledge: Returning User For a returning ePledge user at the same department (with the same address) – Click here to go to the log on page 111

112 Login in: Returning user Please note – The User ID is the used by the donor last year – The password is the one chosen by the donor last year There is also 2 password recovery options Then click Login Your Your password 112

113 113 Training Tip Continue to find out more about a returning ePledge donor from another department (OGD) or with a different address, or Please click here to return to New User Registration and find out more about how to use the ePledgeclick here Training Tip Continue to find out more about a returning ePledge donor from another department (OGD) or with a different address, or Please click here to return to New User Registration and find out more about how to use the ePledgeclick here

114 Login in: Returning User (different ) Has previously used ePledge, within another organization 114

115 ePledge: Returning User (different ) If a returning ePledge donor from another organization or with a different address – Click here to go to the log on page 115

116 Login in: Returning User (different ) Please – Login using the User ID and Password established last year – Click Login If the user has forgotten his/her password, the Forgot My Password feature will be of little use (the generated will be sent to the users registered (old) address) – Click on password hint, or – Call or Click on Technical Support Last years address Last years password 116

117 Login in: Returning User (different ) Next, and most importantly, the returning user (different ) must then edit his/her user profile and – Update their work address to their new one; and – Change their User ID to match their new address 117 To see Updating My Profile, click here. You will be able to return to this exact spot and continue the training.click here To see Updating My Profile, click here. You will be able to return to this exact spot and continue the training.click here

118 Login in: Returning user (different ) Next, to link the returning user (different ) to their new department, the user must then – log out 118

119 Login in: Returning user (different ) Next, to link the returning user (different ) to their new department, the user must then – log out – Return to the User Registration page (using the link provided to employees) – Enter Their work address Verification code – Then click Register 119

120 120 Training Tip If you were viewing the New User Registration and jumped ahead to Returning User, please click here to return to where you left off and find out more about how to use ePledge.click here Training Tip If you were viewing the New User Registration and jumped ahead to Returning User, please click here to return to where you left off and find out more about how to use ePledge.click here

121 Access Page Elements Language choice Security Certificates Privacy Statement Technical Support Links to named recipient organizations 121

122 Language choice If the user selects Français, then – The language displayed on the following screens will be in French; and – All future correspondence will be sent to the user in French This feature will be available throughout the ePledge session 122

123 GeoTrust: website security certificate A Website Security Certificate provides assurance to the user that communications between his/her browser and this site's web servers are private and secure the communication (transaction is encrypted) This feature will be available throughout the ePledge session 123

124 TRUSTe: website security certificate Provides assurance to the user/donor regarding the websites privacy policy, and that the organization meets established standards for protecting personal information This feature will be available throughout the ePledge session 124

125 Privacy statement Provides information on the privacy policy of the manager of the GCWCC (United Way / Centraide Ottawa), and how it collects, uses and discloses personal information This feature will be available throughout the ePledge session 125

126 Technical support This is the users HELP! button – Enables the user to send an directly to ePledge technical support experts – Alternatively, call the help line! This feature will be available throughout the ePledge session 126

127 Named recipient organizations As always, the three named recipient organizations for the NCR are displayed Each icon links to the organizations website 127

128 Thank you! 128 Training Tip If you jumped ahead to access page elements, and want to return to where you left off, click on the appropriate link Welcome Screen Returning User Training Tip If you jumped ahead to access page elements, and want to return to where you left off, click on the appropriate link Welcome Screen Returning User


Download ppt "After the Canvass ePledge A tutorial for canvassers: Assisting donors to make their gift online Module 2 Version 3 1 Do Not Print! Note the length of the."

Similar presentations


Ads by Google