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Frequently Asked Questions about Common Edits

How do I...

Add Custom Questions:

Custom Questions are a great way to gather additional information when someone makes a purchase on one of your Pages. Note that Custom Questions are asked only once per purchase, so if you are hoping to gather information based on each attendee (shirt size, allergen information, etc.) you may be better off using Custom Guest Information Fields.

  1. In Edit mode, hover over the pencil in the content pane and Click Here to Edit Content.
  2. Click on the Advanced Features
  3. Scroll to the bottom of the tab and make a check next to Add additional customized questions to my form.
  4. Select one of our predefined questions, or manually enter your own question text.
  5. Specify a Report Column Name for your online reporting.
  6. Make a check if you want to make the Answer Required, change the View Order if you have multiple questions.
  7. Choose a Question Type. Note that Multiple Choice, Drop Down, Check Box, and Multi Check Box require you to designate options.
  8. Click Update to save your question!

Delete a Page or Module:

Sometimes, deleting is necessary. While Greater Giving recommends keeping all of your pages for good data practices and posterity, there are scenarios when a page needs to be deleted. Below, we cover the process for deleting a page or deleting a module

Deleting a Page:

  1. In Edit mode, hover over Page Settings in the Online Payments Toolbar.
  2. Select Delete.
  3. You will be prompted to confirm you are sure you wish to delete this page and all of its child pages.
  4. Click Yes, and your page will be deleted!

Delete a Module:

  1. In Edit mode, hover over the Settings gear for the module you wish to delete.
  2. Choose Delete from the drop down menu.
  3. You will be prompted to confirm you are sure you wish to delete this module.
  4. Click Yes, and your module will be deleted!

Change Fonts, Colors, or Design:

One of the best ways to tailor your webpage to accurately reflect your organization is by editing the Design of the page. When Greater Giving references Design, it covers a broad array of topics including fonts, colors, backgrounds, layouts, and more! Please see our article on Utilizing the Design Tab to get a more in depth look at how Design can truly customize your webpage.

Add Additional Modules:

The other fantastic way of creating a unique, appealing webpage is by adding additional Modules to your pages. Additional Modules serve a wide variety of purposes, from simple Modules such as HTML and Media to more advanced Modules like Google Analytics, Feedback, and Announcement Modules. Please see our article on Modules for a more in depth look at the types of Modules we provide and how your organization can use them.

Change Confirmation Receipts:

While the default confirmation receipts can be controlled from the Site Settings within your Tools feature, you can also change confirmation receipts per page by accessing the page directly, and editing the module that the purchase is made in.

  1. In Edit mode, hover over the pencil for the main content pane and Click Here to Edit Content.
  2. Click on the Confirmations tab.
  3. Here you can see if your webpage is using the Site Defaults, a Copy of the Site Defaults, or Customized.
    • Site Defaults are controlled in your Site Settings.
    • Copy of the Site Defaults allows you to edit the fields, but have the Site Defaults pre-populated.
    • Customize clears most fields and requires you to populate them yourself.
  4. If you are Customizing, your Organization Name and Contact will be pre-populated. Update the Organization Phone and Email and make a selection if you want a copy of the receipt sent to the contact.
  5. Email copies of all transaction receipts to these email addresses- Semicolon separated list of emails you want to receive transaction emails.
  6. Customize email subject on confirmations- The Subject of the email.
  7. Customize email salutation on confirmations- How you refer to the purchaser in the email.
  8. Customize email opening thank you on confirmations- The initial thank you at the head of the letter.
  9. Customize header text on confirmations- The portion of the email directly above the actual transaction receipt.
  10. Customize footer text on confirmations- The portion of the email directly below the actual transaction receipt.
  11. Click Update to save your new updated confirmation receipt settings.

Add Discount Codes:

Discount codes are intended to be used to give reduced price options for your supporters. You will have to disburse the discount code to all applicable constituents, or you can use the code yourself to provide discounts for staff, or sponsors that wish to pay via check or cash. Whatever you choose, enabling discount codes is only a few clicks away!

  1. In Edit mode, hover over the pencil for the content pane and Click Here to Edit Content.
  2. Click on the Advanced Features
  3. Scroll down and make a check next to Enable discount codes.
  4. Enter a Discount Code Label; this is the label that will appear on your form.
  5. Enter a Discount Code Name; this is what is entered to activate the discount.
  6. Select a Fee Method from the drop down, it can either be a fixed amount or a percentage.
  7. Enter a Numeric Value. For Fixed Amount, this is the flat dollar rate. For Percentage, this is the percentage base to discount. No additional symbols are needed.
  8. Click Update in the bottom left to save your Discount Code!

Recover Deleted Modules/Pages:

In the case of a module or page being accidentally deleted, you can always recover them using our Recycle Bin in your Tools. See our article on Tools for more information about how to recover modules.

Add Custom Guest Information Fields:

Because a custom question is a single question, it often does not quite capture the information you are looking for. When you are hoping to gather information from each attendee (such as t-shirt size, golf handicap, etc.) a Custom Guest Information Field will fill that exact purpose.

  1. In Edit mode, hover over the pencil for the content pane and Click Here to Edit Content.
  2. Click the Categories tab (Registration, Membership, Tuition, Sponsorship).
  3. Scroll down to the category you would like to add the Custom Info to, and click the Advanced Options plus symbol.
  4. Scroll down and ensure I would like to collect additional guest information for this category is selected. In this area, you have the option for Guest Info 1/2/3.
  5. If you make Guest Info 1/2/3 optional or mandatory, you will be given the option to enter a Label Name. This text is how it will appear on the form.
  6. Click Update in the bottom left to save your changes!

Limit Online Sales:

Sometimes, you have only so much room within your venue. Sometimes, you are intending this to be a limited VIP event. Whatever the case, Greater Giving has given you the ability to indicate you want a limited number of tickets available, tracking what tickets have been sold, and automatically close when the total has been reached.

Limit Total Tickets Sold:

  1. In Edit mode, hover over the pencil for the main content pane and Click Here to Edit Content.
  2. Click the Categories tab (Registration, Membership, Tuition, Sponsorship).
    • Note depending on the module type, it may say Registration Categories, Sponsorship Categories, et al.
  3. Make a check next to Set a max total number guests for all ticket types sold for this registration page.
  4. Specify in the text box how many total tickets you wish to count.
    • Note the message here. Double check under your individual categories that “Count registered guest of this type against the max guest total” is checked, and that “Number included with this ticket type” has a value in place.

Limit Certain Categories:

  1. In Edit mode, hover over the pencil for the content pane and Click Here to Edit Content.
  2. Click the Categories tab (Registration, Membership, Tuition, Sponsorship).
    • Note depending on the module type, it may say Registration Categories, Sponsorship Categories, et al.
  3. Scroll down to the category you wish to limit, and click on the Advanced Options plus symbol.
  4. Make a check next to I would like to limit the number items available for this category
    • Specify the amount available, as well as if you want it to display on the form the amount still available.

Add a Custom Description to Category:

A custom description of your Registration, Membership, Sponsorship, or Tuition category can be helpful if you are selling multiple levels of a category. The custom description can break down exactly what each category receives, and is helpful for informing your supporters about the purchase they are going to make.

  1. In Edit mode, hover over the pencil for the content pane and Click Here to Edit Content.
  2. Click the Categories tab (Registration, Membership, Tuition, Sponsorship).
    • Note depending on the module type, it may say Registration Categories, Sponsorship Categories, et al.
  3. Scroll down to the category you wish to add the description to, and click on the Advanced Options plus symbol.
  4. Make a check mark next to I would like to provide a short custom description of this category.
  5. A text editor will open up, allowing you all the normal text options such as font size and style, justification, hyperlinks, even images!
  6. Click Update to save your descriptions!

 

 

 

 


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