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Foundation Management: Donations

As of Cobalt 3.11+, the donation functionality on the portal was improved to allow users to donate to selected funds via a standalone page, as well as a donation option for users who check out via the cart. This includes both anonymous and non-anonymous donations, as well as donations on behalf of an account the donor has an affiliation with.

Setup

Stand Alone Donation page

Donation Product

  1. Using the Navigation menu on the bottom lefthand side of the screen, change the area to eCommerce.
  2. Navigate to Products.
  3. Create a Product record.
  4. Set the Category field to Donation.
  5. Locate Decimals Supported. Input 2.
  6. For Unit Group, select Default Unit.
  7. For Default Unit, select Primary Unit.
  8. Set Publish to Online Store to Yes.
  9. Complete any remaining required fields. Save the record.
  10. Navigate to Additional Details. Select New Price List Item.
  11. Input Account in Price List.
  12. Navigate to Pricing Information. Input a value in Amount.
  13. Save the record Price List Item record.
  14. Create a Price List item for Member, Non-Member, and/or other appropriate price lists.
  15. Save the Product record.
  16. Publish the Product record.

Funds

  1. In the Navigation Pane, select Funds. 
  2. Create a Fund record. 
  3. Input a Name that corresponds to the Product.
  4. Click into the Product field. Verify that this field looks up Product records. 
  5. Select the Product that corresponds to the Fund.
  6. Locate the Suggested Amount field. Note that the field is optional.
  7. Click into the Description field. Note that the field is optional. If desired, input a description.
  8. Save the record. 

Cart Donations

  1. Toggle to the Settings area in the navigation menu.
  2. Select Settings in the Navigation pane. Then, click into the Settings record.
  3. Toggle to Cobalt Membership Dynamics (Admin) form.
  4. Scroll down to the Donation section.
  5. Populate the Donation Cart Text field with a message that will be displayed in the Cart.
  6. Populate the Default Donation Fund field with one of the Fund records you created.
  7. Save the record.

Process

Portal users will now be able to see the Fund created on the portal on the Donation Tab. Portal users will be able to see the suggested amount, update the amount, and determine if the donation should be Anonymous.

When a donation is made and the payment is applied to the order, Donation records will be generated.