When you have created a new workflow, you are ready to add one or more products. You can add as many products as make sense for the particular campaign. If you are unsure, feel free to ask your agency what they have found works best. The aim is to make the process both simple and suitably flexible for the caller/recruiter.
This guide will help you create a new product of the type “Single donation”. This is not a recurring agreement, but rather a one-off donation.
How to create a new product
Start by clicking Add product. Under Product name (1), enter a descriptive name, for example “Single donation 2000 kroner”. Under Payment type (2), select Single, as we are creating a one-off donation rather than a recurring agreement.
You will now see a number of new fields:
You must now define which options the caller/recruiter can choose for themselves and which are set in advance. The more you fill in, the more you restrict the caller’s choices.
Amount: Leave the field blank if you want the donor to decide the amount. If the donor may only choose a specific amount, e.g., 1,000 kroner, enter it here. If you want the caller to be able to choose between, for example, three different amounts, create three products, each with its own amount.
Purpose accounting code: Enter the purpose code (purpose) under which the agreement should be recorded. Learn more about purpose here >
Communication: Select which communication should be used. For single donations, this determines which receipt will be sent after the conversation. Read more about Communication here.
Payment settings: If you tick “Payments are tax deductible”, it means that when exporting data or in your CRM system, you will be able to see that the donation is tax deductible. If you later export data to the tax authorities, these payments will be included. The donor/member will not see this unless you state it in the receipt.
Payment method types allowed: Select the payment methods you want to be available. For example, if the donor should only be able to pay via MobilePay, only tick this box.
When you have created all the necessary products, remember to save your workflow.