• Manage Peer-to-Peer Giving (Advocacy)

  Click on the Advocacy component under Giving. From the Campaigns link on the primary menu, identify any campaigns that are Awaiting Approval. Right-click the campaign to preview it, edit it, and when ready to publish it. Publishing will give it full visibility on your website. (https://s3.amazonaws.com/cdn.fFew readers

• Add a Batch of Cash or Check Offline Gifts into the System

  Access to the Batch Entry tool Click the ‘Contributions’ component. Click the ‘Batches’ tab found on the left side of the window. The Contribution Batches can be viewed and sorted by these columns. Batch ID (Internal reference Number assigned by Site Stacker) Site Site Channel (The website/ministry the gift is associated with) Entered By (The person who entered the batch) Gifts in Batch (The number of transactions in the batch) TotFew readers

• Reverse an Offline Gift Entry

  Open “Contributions”. Locate the gift entry you wish to reverse in the “Transactions View” tab, right-click it, and click “Reverse” from the pop-up menu. A dialog box will ask you to confirm the Reversal.  Remember, this cannot be undone so proceed with caution. Verify and save. The result will be a new “reversal” transaction being created deducting the same amount as the original transaction, in essence, “zeroing it out”. (https://s3.amazonaws.com/cdn.freshdesk.com/dFew readers

• Allow Donors to Cover the Credit Card Processing Fee at Checkout

  Sites component.&x20; Expand Sites, and right click on the Site Group where you would like to make the change. Click Manage Components 4. Right-click ContribuFew readers

• Resend a Contributions Receipt

  Open the Contributions component from the Site Stacker desktop Click on the "Transactions View" tab at the top of the component Right-click on any transaction and choose the "Re-send Contribution Receipt" option from the contextual menu Other Resources Related to the Transactions Tab Add a New CC or ACH Funded GiFew readers

• Adding Accounting Codes Manually in Advocacy Campaigns

  Navigate to your Advocacy Component in SiteStacker Under Advocacy, click on the Campaigns tab Here you will select the Campaign you wish to edit - Right-click it. Click Edit Campaign and fill out the Accounting Code field. When finished click the Save & Close button and it will close the popup window. After that, you can show the Accounting Code by clicking the arrow next to a column name and checking the Accounting Code checkbox to reveal the newlFew readers

• Add or Edit a Recurring Donation on Behalf of a Donor

  Open “Contributions”. Click the “Recurring View” tab and then click “Menu/Search” to search for a donor's name. Please note that the donor's profile can also be found in the CRM component. To edit an existing recurring gift, search for it, right-click on it, and click “edit” from the pop-up menu.  To enter a new recurring gift click “Add a Contribution”. To add a new gift, make sure “Online” type gift is selected. Remember, this will actually result in a “live funded” gFew readers

• Checkout Customization Options

  Below is a list of some unique checkout customization options that Site Stacker provides.  To view a full training video on how to set everything up, you can click here To schedule a demo, click here To request a training,  (https://training.sitestacker.com/en/support/ticFew readers

• Historic Giving Overview

  What is Historic Giving? Historic Giving is where all of the gifts ever given, refunded, etc. live. Historic Gifts Here you can see them each as line items, marked red if they do not have a receiving person. You can sort these by each column, whether it is by the name of the donor, the receiving person, gift types, etc. There are filters as well if you click on the Menu / Search bar off to the left-hand side where you can sort between dates, amounts, locations, and by name.Few readers

• Refund a Credit Card or ACH Gift

  Open “Contributions”. Locate the Online gift you wish to refund in the “Transactions View” tab, right-click it, and click “Refund” from the pop-up menu. A dialog box will ask you to confirm the Reversal.  Remember, this will result in a real refund from your bank back to their account and it cannot be undone so proceed with caution! Verify and save. The result will be a new “refund” transaction being created deducting the same amount as the original transaction, in essence “zFew readers

• Payment Spring: Mastercard Regulation Changes

  Mastercard has implemented some new regulation changes. Please review the following to ensure your installation is in compliance. Mastercard regulation changes Merchants must disclose the basic terms of the recurring agreement at the point of payment and capture the cardholder’s affirmative acceptance of such terms. The disclosure must include the price that will be billed and the frequency of the billing (for example, "You will be billed USD 9.95 per month until you cancelFew readers

• How Offline Recurring (Pledges) Works in SiteStacker

  Recently we have made updates to our current process for Recurring and have noticed a few things with most of our clients. We have added a new feature, similar to Pledges, called Offline Recurring! In this article, we will be showing you how it is being used currently and the things you can do on your end to tie it into your organization's routine! Here is a breakdown of what we will be covering: Importing Offline Recurring The first step to importing your Offline Recurring is to uFew readers

• How to setup a link with a pre-filled campaign and amount

  There maybe cases where you would want to send a link to your supporters that will take them straight to the checkout page with a specific campaign and amount is already pre-filtered. This can be done in Site Stacker by adding additional lines in your URL that you send them. The URL for this to work should be in this format: https:// domain /p/Contributions/Contributions/addToCart?campaignid=73&amount=50 Arguments supported (each one separated by '&') campaignid= externalFew readers

• View and Email Reports on Giving Information

  Open “Contributions”. Click “Reports” from the main Contributions Menu. Select your filter criteria for the report in the “Menu/Search” bar on the left. The results of your selection will automatically be displayed in the data grid. From here you can “Print Report”, “Email Report”, or “Create a Recurring Report” which result in automated emails of this report being sent out as desired. (https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/151025Few readers

• Filter, View and Export Giving Transactions and Designations

  Open “Contributions”. The first tab reveals a data grid of all giving transactions. A transaction is the total amount given, and every transaction has at least one designation but can also have many designations. The second tab reveals a data grid of all “Campaign” designations. This tab helps you see a granular view of what is being given to, one designation at a time. In either grid, use the Menu/Search bar on the left to filter the data set as desired. Don’t forget you can alsFew readers

• How to Add the New Giving Popup (Using The Give Button In The Menu)

  Head to the Site Planner component where your current content lives Modify your Header Menu (or wherever your Give button may exist in the header) Ensure that this menu item has the CSS Class of “open-popup” Save and close that menu item and menu Add a new Basic Wrapper into your “All Pages” assigned content Position: Popup View: Tabs You will need to now create up to 3 new Basic Wrappers which will give you multiple giving tabs on this popup EFew readers

• Credit Card Phishing Checklist

  If your organization is experiencing credit card phishing, here are some helpful tips you can check to help prevent fraudulent activities. Make sure your campaigns are set with a minimum amount. Usually, bots that do the phishing either push $1 donations to test if the cards can go through successfully. Setting up a minimum amount higher than $1 can help prevent those bots from even attempting. We suggest to set at least $9 as a minimum amount. *Note: Before setting up a minimum amountFew readers

• NACHA Compliance for Communication

  Here is how it looks on the checkout and the message that can be put in for recurring maintenance. The "Recurring Information:" text area is on for all new payment methods not just for recurring or ACH.  Admin Side Configuration (screenshot above) (https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/1Few readers

• Edit the Designation in an Existing Gift

  Open “Contributions”. Locate the gift you wish to edit in the “Transactions” grid, right-click it, and click “edit” from the pop-up menu. Change the designation by searching for the new campaign and selecting it. Save and close. Other Resources Related to the Transactions View in Contributions Add a New CC or ACHFew readers

• Add a New Recurring Interval

  Learn how to add a new recurring type which will allow your donors to choose a new recurring interval for their gift. Open the Contributions component from the Site Stacker Desktop Click on "Recurring Types" in the left side panel Click "Add" near the top of the component Now choose your interval and period. These correlate to how many times the transaction will run during the period of time you choose. For example, choosing an interval of "1" and a period of "day" will make theFew readers

• Add a Single Cash or Check Offline Gift into the System

  Open “Contributions”. From the “Transactions” tab, click the “Menu/Search” bar on the left and then click on “Add a Contribution”. Search for and select the donor. If they are not in the system, click the small disk icon and add a record for them first. Make sure “Offline” type gift is selected. Select your offline type (usually Check or Cash). Enter the Check Number. Add their campaign designations and amounts, verify the total, and click Submit. (httFew readers

• Add an Offline Gift

  On the SiteStacker Dashboard, click on the ‘Contributions’ icon. Click on the blue bar or flyout, that is labeled ‘Menu/Search’. Click ‘Add a Contribution’ and this should open a new popup. Choose a Donor from the dropdown menu If you have not yet setup a specific donor for this contribution, click on the blue disk image to manage a new donor Note that all you need to create a new donor is a First Name, Last Name, and Email address to create this new CRM record -Few readers

• How To Configure The Progress Bar In A Campaign To Use Historic Giving

  The Progress bar that shows in the Campaign detail page when a Goal Amount is set, by default, is getting the data from Contributions. However, this can be configured so it gets the data from Historic Giving instead. This is useful for cases where gifts towards the project are imported manually as historic gifts. Below is the screenshot of the progress bar on a campaign detail page:   (https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/151025644560/original/HDFew readers

• How To Setup & Use Contribution Source Codes

  What are Source Codes? Source Codes can be used to track the of a gift. You can track online gifts and apply them to a Check or Cash gift when you are entering gift batches with Source Codes. Source Codes are session-based, so once a user clicks through from your marketing material to the website, the source code will be applied if a gift is made. How Do I Configure Source Codes? Follow these steps to correctly setup Source Codes within your SiteStacker Installation: Open theFew readers

• How to Print Receipts and Year End Statements for Donors

  An admin can print receipts from the dashboard. The Statements report can export CSV files or styled PDF templates that can be customized by the admin (Please refer to the Print Templates component). The table can also be filtered by date range or other values which can be used for receipting monthly statements aside from the yearly statements. For the PDF option to show on the Export button, the PDFew readers

• Changing the Wordings in Advocacy Pages

  There is a way to manage wordings used in Advocacy Pages in Site Stacker. An example of this is changing the 'Give' button found on an advocacy page and below are the steps on how this can be done: Log in to the admin side of Site Stacker. Click the Advocacy component (green icon). Right-click on the category you want to change the wordings to. Click Manage Wordings and Misc. (https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/151Few readers

• Configuring Your Checkout Page Layout

  Recently we made updates to our current Checkout page and have noticed a few things with most of our clients. We thought it would be great if we documented these changes and provided information so you could implement these changes on your SiteStacker installation! Here is a breakdown of what we noticed with some clients: Most of our clients stay within the U.S. whereas others may have people giving outside of the U.S., so having the ability to have a default country would be great! SomFew readers

• Batch Entry

  1. Batch entry is found inside the ‘Contributions’ component under the giving header. 2. When in the contributions tab, go to the left of the screen and click Batches tab. 3. The Contribution Batches Screen allows you to view Entered, DepositFew readers

• Add or Remove Columns in a View

  You are able to add or remove a column from any view in Contributions. Click on the arrow next to any column label in any of the four Contributions views Hover over the "Columns" option in the contextual menu You will now see a list of the available columns for that view. To enable a column check its checkbox. To disable a column un-check its checkbox (https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/151025661536/original/0GFMtJc3vF2oKqCiqCR1z-Few readers

• How to Force a Content Type to Forced Recurring

  There is a way for in Site Stacker to force a Content Type to forced recurring. This use case is mostly used for child sponsorship in which organizations would want sponsorships to be defaulted to a recurring transaction. To force a Content Type to recurring: Click the Contributions component. Click the CategFew readers

• How Child Gifts Work

  There is a feature in Site Stacker for sponsors to be able to send a gift for their sponsored child. How this works is: A Sponsor can go to the sponsored children and send a gift to their sponsored child. Once the option to Send a Gift to a child is clicked, it will redirect them to a page where the gifts are shown and can be added to the cart.  Once done, it will redirect the sponsor to the checkout with the child's name showing and the dollar eqFew readers

• How To Enable The Recurring Toggle For Giving Content

  Head to Architect and manage the Content Type (Project, Missionary, etc.) where you would like to see the recurring toggle option. Add a field under the ContentType with the following: Type: Checkbox Label: Recurring Option Alias: showrecurringoption (this aligns with the field for it to show/hide) Box Label (used as a description for this field): Check this to show a recurring toggle bar Once added, you can now check your giving content anFew readers

• How to cancel a recurring gift?

  1. Open Contributions 2. Select the "Recurring View" 3. Find the recurring gift you would like to cancel 4. Right-click on the gift 5. Change the "Status" to "Canceled" Important Notes - The gift WILL still have a next run date listed in the "Next Run" column - You will know the gift is canceled if the gift is written in red text (https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/151054740862/original/HzI7zQELbSoeATenFew readers

• Find and Update Expiring Credit Cards

  Click the ‘Processors’ component under Giving Click the ‘Payment Methods’ tab Use ‘current date’ for the ‘Expiration After’ date picker and choose an ‘Expiration Before’ date This will now filter all credit cards that are about to expire on those date range Admin can now contact the donor and ask for the updated cardFew readers

• Contributions Overview

  Introduction The Contributions component is the hub of your transaction-related data. You can find individual transaction information, recurring transactions, failed and successful messages, etc. When opening the Contributions component, you will be shown the Transaction view by default.  Exporting You can export your current grid and query by choosing the “Export as CSV” option at the bottom of the component. Contribution Views Each of the Contributions Views displaysFew readers

• Add a New CC or ACH Funded Gift

  Open “Contributions”. From the “Transactions” tab, click the “Menu/Search” bar on the left and then click on “Add a Contribution”. Search for and select the donor. If they are not in the system, click the small disk icon and add a record for them first. Make sure an “Online” type gift is selected. Remember, this will actually result in a “live funded” gift against the donor’s credit card or checking account. If the donor’s desired payment method is already on file, select it.Few readers

• Importing Offline Batch Contributions

  For importing offline batches, this will be done in multiple imports. - In the admin view of Site Stacker, you will have to go to the 'Import' component - Then click the 'Documentation' tab From there, you should be able to see all 'templates' that can be imported into Site Stacker. When you check one of them, you can then click 'download selected', this will let you download the CSV file of the import file. Also, when you check on one of the documents, you will see the right siFew readers