The Test Drive function allows you to preview what your public donation page and thank you page looks like to your donors once you have completed all the previous setup steps detailed in this section. It's a good idea to preview these pages before you make the link to your donation page available to the general public.
It is recommended that you complete the setup prior to testing the page. For more information, see our article "About the Donor Pages App".
You may also wish to disable payments on the live page to test the pages without using real payments.
You can access the Test Drive page either from the Donor Pages Setup, or selecting the Test Drive snapshot on the Donor Pages App itself.
Doing so will take you to the Test Drive page, which allows you to test and
Go to Donate Now Page
When you select Go to Donate Now page, you will be taken to the page as a potential donor will see it. It is broken up into three sections to capture information about the donation, the donor, and billing.
Select a donation item* (not shown): Only displayed if you gave the donor multiple donation items to choose from. If this is displayed, then Donation Amounts are NOT shown.
Donation amount*: This shows the default default donation amounts. Selecting the Other button allows the donor to enter in a custom amount. This is not shown if user is given the option to select a donation item.
Processing Fee: Shown if processing fee is setup.
Select a cause*: Only displayed if you gave the donor multiple programs to choose from.
If you selected to display Dedication as, the donor can select In Honor, In Memory, or None.
Message allows the donor to include a personalized message that appears in the Notes section of the donation record in the Donations App.
All personal donor information fields are required.
NOTE: If first name, last name, and email exist is an exact match for a donor, Method:Donor assumes it’s a returning donor and adds the sales receipt to the existing customer.
If the names match but the email doesn’t, Method:Donor creates a new donor with the same name in the Contacts App. In QuickBooks this donor will appear with a (2) appended. If the “new” donor is the same individual using a different email address, you can manually merge those two records together in QuickBooks.
If the donation is marked as a corporate donation, the donor is prompted to include a company name, which is included in both the Method:Donor and QuickBooks records for this donor.
A donor can also choose to remain anonymous, which is noted in the logged donation. When donation reports are created for multiple donors, this donor's total is attributed to "Anonymous".
When the donor clicks next, a pop up requesting payment information comes.
In the above image, payments have been enabled so Payment Method is displayed. If you have disabled payments, remember to enable them before you send your public link to donors. You can do so in the Accept Donations section of the setup.
Note: Method:Donor does not save your credit card information.
When the donor finishes their donation, and presses Process Payment, the automated emails and internal notifications you've set up are sent, and the donor is redirected to the Thank You page.
Go to Thank You Page
The Thank You page can be viewed either by Test Driving the Donate Now page (by clicking Donate) or by selecting it from the Test Drive menu above.
If a donor's credit card payment is not accepted for some reason, they will be notified and will not be redirected to the Thank You page.
If a donor decides to submit another donation, their donor information is not cleared and does not need to be entered again.