Once you have created your sign-up workflow, you need to add one or more products. The number of products depends on the purpose of the campaign. It’s important to find the right balance between being able to create new agreements quickly while also giving phone agents/recruiters enough flexibility. If you’re unsure, have a conversation with your agency or department. Or test it!
This guide explains how to create new products with a fixed agreement.
How to create a new product
Når du har oprettet og navngivet dit workflow, skal du klikke på Add product.
Once you have created and named your workflow, click on Add product.
Under Product name (1), enter a descriptive product name (e.g., Monthly 100 DKK). Under Payment type (2), define whether it is a one-off or recurring payment. In this example, you should select Recurring.
Now, you will see a series of additional fields. Let's fill them in together, starting from the top in the left column.
Define the agreement name and amount
Start by selecting an Agreement type. Here, choose Personal agreement > Create new.
Next, provide a descriptive name in the field Personal agreement name and, if necessary, a description. Choose a clear, descriptive name as it will be visible both in OnlineFundraising and to the donor in certain cases. For example, it might be shown in the MobilePay app if the donor uses this payment method.
Next, you need to determine how much the donor should give on a recurring basis. You can do this in the field Recurring amount, where you also select the currency. You can leave the field blank if you want the phoner/recruiter to define it themselves.
In the column immediately to the right, you can also specify whether the amount is tax-deductible (and thus needs to be included in the export for tax purposes). This is done under Payment settings.
Define the agreement's purpose and communication
Next, you need to define the purpose of the agreement in the field Purpose accounting code. Be careful when entering this, as it may cause issues in your CRM and accounting systems later. Learn more about purpose here.
Afterwards, select which Communication should follow the agreement. This includes both the receipt message sent via email/SMS, as well as the messages sent during upgrades, if the payment method fails, etc. Lean more about Communication here.
Define the agreement's frequency
Now, you need to define how often the payment should be collected. This is done under Schedule.
Click the drop-down and select the desired frequency. Should the phoner/recruiter decide this themselves? Leave it blank (i.e., set it to Schedule).
Manual is used for scenarios where the CRM will initiate the payment later, and OnlineFundraising will not manage it. If in doubt, contact support.
When you have selected a frequency, you will be given several options based on your choice. For example, if you choose Monthly, you will have the option to select specific months for the payment to be collected (e.g., every January), or every fifth of every other month. If you're unsure whether the result aligns with your requirements, please contact support.
Define when the agreement should start
Under Scheduling starts, you now need to define how soon we should begin charging for the agreement. This should be defined here, but in consideration of the chosen payment method. If the start date is set incorrectly, the money cannot be collected (for example, with Betalingsservice on the 15th of each month).
Tip! You can choose to create a product per payment method, so you can customise the frequency and options to suit the specific payment method.
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- As soon as possible: The system selects the earliest possible payment date based on the chosen payment method.
- On the first of next possible month: Betalingsservice charges on the first of the month. However, if it is too close to their deadline, it will be pushed to the following month.
- On a custom start date: Here, the agency can set a specific date. If the phone operator selects a date that isn't possible, the system will automatically choose the correct date.
- Ask for an instant payment: You can also choose an instant payment. However, ensure that your payment method supports this. If you select instant payment, you must also check "As soon as possible" — otherwise, this option won't be available for the phone operator.
- Allow expiration date: You can choose to add an expiration date for the agreement, if you are recruiting temporary supporters. If you check this field, you can set the date at the bottom under "Expiration date".
Define which payment methods phone operators/recruiters can offer with that product
Finally, you need to define which payment methods the phone operators/recruiters should be able to offer. Check the boxes for the payment methods that should be allowed, and consider whether you want to create different payment methods for, for example, Betalingsservice and MobilePay.
Watch the video
You can watch Stephan explain the process in the video here, where you can also see what it looks like for the phone operator.