1. Online Giving Application 7/30/2009

2. Overview / History Online Giving Application –Originally built in 1999 / ITOS –Online Application to process transactions Gifts (limited accounts) Pledges / Pledge Payments Alumni Membership Dues –Interaction with ASCEND (Alumni/Development DB) –Multiple merchants processed via one checkout

3. Overview / History Application has evolved –“other income” – non-gifts –External Events/Campaigns –Special Instructions –In Honor Of / In Memory Of –Recurring Payments –Custom Banners / Branding –Multiple Foundations –Different ways of connecting to site –New Server / New Options

4. Basic Flow of a Transaction Online Giving Website 1.Select account and amount 2.Add special instructions if necessary 3.Check out / contact information /address verification 4.Review Touchnet 5.Payment Type (ACH/Credit) 6.Payment Information 7.Verify Payment Information 8.Receipt  Confirmation(s) to Online Giving System  Confirmation Email(s) to Campaign Manager

5. Ways to Interface with the Online Giving System Gifts –Traditional – browsing through select boxes Example: –https://www.externalaffairs.uga.edu/os/makegifthttps://www.externalaffairs.uga.edu/os/makegift –Traditional via link to account Example: » http://www.wuga.org/http://www.wuga.org/ Can pass in amount / appeal code / account –&appeal= –&amount= –&extacc= Tool https://www.externalaffairs.uga.edu/os/ref_units/giftwizardLinkhttps://www.externalaffairs.uga.edu/os/ref_units/giftwizardLink –Link to specific account (not in web accounts) Vet School –http://www.vet.uga.edu/giving/fund_brochures.phphttp://www.vet.uga.edu/giving/fund_brochures.php Tool https://www.externalaffairs.uga.edu/os/giftwizard2https://www.externalaffairs.uga.edu/os/giftwizard2

6. Ways to Interface with the Online Giving System Gifts –Add to cart – via link Good for e-mail blasts Fixed amounts Can include Appeal Code Example: http://www.externalaffairs.uga.edu/os/quickadd?account=309 10350&amt=50&appeal=14234 http://www.externalaffairs.uga.edu/os/quickadd?account=309 10350&amt=50&appeal=14234 Tool: https://www.externalaffairs.uga.edu/os/ref_units/giftwizardQALinkhttps://www.externalaffairs.uga.edu/os/ref_units/giftwizardQALink

7. Ways to Interface with the Online Giving System Gifts –Add to cart – form Can give multiple amounts to select from and pass special instructions Can select from different accounts –http://www.externalaffairs.uga.edu/demos/quickadd.phphttp://www.externalaffairs.uga.edu/demos/quickadd.php Tool: https://www.externalaffairs.uga.edu/os/ref_units/giftwizardQAFormhttps://www.externalaffairs.uga.edu/os/ref_units/giftwizardQAForm

8. Ways to Interface with the Online Giving System Campaign/Events/Other Income –External Events Requires in-house programming Example: –http://www.externalaffairs.uga.edu:800/demos/bbq.phphttp://www.externalaffairs.uga.edu:800/demos/bbq.php –Integrated Does not require programming Simple, non-conditional Currently best with one or two products CAES Walkway Brick Example: –https://www.externalaffairs.uga.edu/os/campaign_items/view/76https://www.externalaffairs.uga.edu/os/campaign_items/view/76

9. Ways to Interface with the Online Giving System Campaign/Events/Other Income –Pledge / Campaign / Hosted The Arch Society Legacy Campaign Example –http://www.uga.edu/cls/programs/arch/giving.htmlhttp://www.uga.edu/cls/programs/arch/giving.html

10. Ways to Interface with the Online Giving System Campaign / Gifts with Supplemental Data Setup required on our end –Contact us (askit@uga.edu) Data Stored on External Affairs Server E-mail confirmation containing data Report Viewer Access Example: http://www.vet.uga.edu/giving/honor.php http://www.vet.uga.edu/giving/honor.php

11. Example of Supplemental Fields Pet's Name Species (cat,dog,etc)

12. Example Email to Staff Order Processed Ascend Order ID: 28106 First Name: Greg Middle Name: Last Name: Harmelink Address Type: R Street Address: PO Box 34741 City: Savannah State: GA Zip: 31410 Zip+4: 0741 E-mail: harmelink712@bellsouth.net E-mail Type: W Country: 0 External Order ID: 4947293224 Item: Early Bird Adult BBQ - $44.00

13. Example E-Mail to Donor Dear Jon Hope: This notice is to confirm a recent transaction with the University of Georgia. The details of the transaction can be found below. Confirmation Number: 28106 Items: Item: Early Bird Adult BBQ Cost: $44 Sincerely, The University of Georgia

14. Limitations Confirmation Emails –Standard / Uniform –Confirmation for each order Cancellation of transactions Recurring Payments –Only one per transaction –Equal Payments Non-US Addresses (address verification)

15. Miscellaneous Custom Banners –By Unit –By Department –By Account Campus Proxy Users Old links to ASG server Giving to UGA / Branding –Style Guide: https://www.externalaffairs.uga.edu/development/323/105.html https://www.externalaffairs.uga.edu/development/323/105.html Resources: http://www.externalaffairs.uga.edu/os/pages/resources http://www.externalaffairs.uga.edu/os/pages/resources

16. Thoughts? Ideas for improvement? Complaints?