SPS Donate Now VT

1
SPS Donate Now VT
2
Donate Now Test Account

• Please use the following test account when you
  are conducting a demo of the Donate Now VT with
  your merchant
• The login URL is https//www.sagepayments.net/dona
  tenow
• VTID and Username 516577179031
• Password password1
• This information will not change for this test
  account. If you would like a test account
  created specifically for your merchant, please
  email VT Support at virtualsupport_at_sagepayments.co
  m.

3
Donate Now Virtual Terminal

• What is the Donate Now VT?
• The Donate Now VT will give our merchants the
  ability to add a secure donation payment form to
  their existing website. This form is hosted on
  our server which eliminates the need for the
  merchant to obtain an SSL certificate for their
  website.
• This form will collect all of the donors
  sensitive billing information along with the fund
  they are donating to and then process the payment
  through our gateway.
• The merchant will also have the option of
  allowing their donors to sign up for automatic
  recurring transactions at the time of their
  initial donation.

4
Target Merchants

• The merchants that would benefit the most from
  this product are
• Churches
• Non-Profit Organizations

5
Setup Process

• There are several steps the merchant must perform
  before adding this payment form to their website.
• First they must login to the Virtual Terminal and
  go to the Donate Now menu to setup the
  configuration of the form.
• Branding and Customization
• The merchant will be able to specify the
  background and text colors, enter the approved
  and declined URLS, and upload a banner image.

6
Setup Process Continued

• Features and Options
• This is where the merchant will enter specific
  donation amounts (up to 10) along with a
  description and decide to offer an open amount
  for the donor to enter.
• The donor will only have the ability to select
  one amount.
• They will also enter the descriptions for the
  donation designations (up to 40).
• The donor will only have the ability to select
  one designation.
• The other options allow the merchant to enable
  the following features
• Tribute service (In honor/memory of)
• Please note the Tribute Card or Email must be
  generated by the merchant. This is not sent from
  the Virtual Terminal.
• Anonymous donation
• Mailing list
• Thank you email
• Comments

7
Setup Process Continued

• Recurring Configuration
• The merchant will be able to enable the feature
  and determine if they would like to offer weekly,
  monthly, quarterly, and/or annual recurring
  donations.
• If they will be using this feature, the
  merchant should create at least one Group and
  Schedule to assign these donors to after the
  initial transaction is settled.
• Please follow these steps for creating the Groups
  and Schedules
• Go to Transaction Management ? Recurring
  Transactions ? Group Management.
• Enter the name of the group and click Add New
  Group.
• Next go to Transaction Management ? Recurring
  Transactions ? Schedule Management.
• Enter a description for the schedule (ie.
  Monthly on the 1st or Weekly)
• Enter the interval
• If it is a monthly schedule enter 1 for every
  month, 2 for bi-monthly, 6 for semi-annual, ect.
• If it is a daily schedule enter 7 for weekly, 14
  for bi-weekly, ect.
• Enter or select the day/start date
• Then select if the schedule will process on a
  non-business day (holiday or weekend)
• Finally click Add Monthly or Add Daily.

8
Setup Process Continued

• Email Features
• This will display the email template we use for
  the Thank You email. The merchant can modify
  the text in this email to customize it for their
  business.

9
Setup Process Completed!

• After the merchant has completed the setup and
  configuration of the payment form, the last step
  is adding the HTML code for the Donate Now form
  to their website.
•  
• They may obtain the HTML code in the Virtual
  Terminal under Donate Now ? Features and
  Customization ? Integration Link. The merchant
  is now ready to accept donations online!

10
Confirmation Emails for Donations

• For every transaction processed through the
  Donate Now form, our gateway will generate an
  order confirmation email and an invoice detailing
  the order. The invoice is not modifiable, but
  the merchant may change the text the in the order
  confirmation email in the terminal under Donate
  Now ? Email Features.

11
Managing Donate Now Transactions

• All of the Donate Now merchants will have auto
  close enabled on their accounts by default. But
  we would still recommend they review their
  batches daily to ensure none of their donors are
  being double billed or overcharged.
• They may review the batch in the terminal under
  Batch Management ? Current Batch Detail.
• After the batches are settled, they are available
  for reference in the terminal under Batch
  Management ? Settled Batches.

12
Registering Recurring Customers

• A list of all donors who selected the recurring
  donation option will be viewable in the terminal
  under Donate Now ? Recurring ? Donor
  Registrations after the initial transaction is
  settled.
• The merchant should manage these recurring
  requests on at least a weekly basis.
• After the merchant enters the date range they
  would like to view, a list of donors will appear.
  
• The merchant will see 3 management options on the
  right-hand side of each record.
• View Detail This will provide the details for
  the recurring charges requested by the donor.
• Original Trx This will provide the details for
  the original transaction.
• Add to Recurring This will prompt the merchant
  to add this donor to the recurring group and
  schedule of their choice.
• Please note The merchant must have the Groups
  and Schedules already created under Transaction
  Management ? Recurring Transactions ? Group
  Management and Schedule Management.

13
Donate Now Support

• Please have the Donate Now merchants contact
  Virtual Terminal Support if they have any
  questions. They may reach us by calling (877)
  470-4001 or email us at virtualsupport_at_sagepayment
  s.com.
• There is also a Technical Support link under the
  Help menu in the terminal where they may conduct
  a live chat online or send us an email through
  the terminal.