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For associations, such as Realtor Boards, laws may dictate that certain donations (ie. RPAC) can only be made by members. The Require Donor Login and Active Membership settings will force someone to login to make a donation. This ensures that the donations page is behind a login page that validates membership. Only active members will be able to login and donate to these fundraisers.
If you need to have donations behind a login page that validates membership:
- For the desired fundraiser, click the Donation Setup tab.
- Enable Require Donor Login and Active Membership.
- Click Save.
With this option enabled, no matter how the donation link is distributed (email or via a website), the customer will click into the fundraiser and be prompted to login before completing the donation.
Staff will be able to add a donation from the backoffice on behalf of a member in the typical ways
- By using the donation link in the fundraiser
- By adding a fundraising activity from the Profile tab. This is the preferred path as it creates less room for error regarding who’s account the donation should be linked to.
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IMPORTANT:
Enable Business Donation and Require Donor Login and Active Membership will not work at the same time. When a donation is made it will be associated to the individual, regardless of the Enable Business Donation setting. However, if a staff member is filling out the form for a members, they are able to fill out the form and complete a business donation. . |
