Adding Scheduled Giving
The main Product Owners along with the members having Admin Roles access granted.
Scheduled Giving refers to a donation method where charities set up automatic, recurring contributions to a campaign at predetermined intervals or splits. Before creating a scheduled giving, a campaign must be set up by an admin user.
To add a campaign, click on Admin in the header menu, Giving and then Scheduled Giving from the side menu. On the Scheduled Giving Campaign screen, click + Add New and input the following information.
- Name of the campaign related to the scheduled giving.
- Duration of the entire campaign in number of days.
- Start At time as the starting payment collection time.
- Collection Window as the number of hours (time period) between which the scheduled giving donatios would be collected.
- Splits as a schedule or frequency along which the donations would be collected. Some default splits can be even, uneven, double on odd days or double on odd days and triple at even days, etc. Splits are done for the duration selected before. To add a split, first save the campaign, then click + Add New Split, input the split name as description and according to your description select the splits for each day. Multiple splits can be added for a single campaign.
- Start Dates as the time zone and its start date on which the donations would start to collect. Some defaults are Local Time zone and Saudi Time zone. The time zone must be tickmark Confirmed in order for it to trigger the campaign as active for scheduled donations.
All campaigns are added in the form of a table with its name, total, collected & failed payments, campaign date and status. A campaign can also be edited for any update, deactivated if no longer in use or deleted permanently via the down arrow.
