Fundraising system spec: Difference between revisions
Jump to navigation
Jump to search
(→Specification: Gift Aid) |
(→Specification: +comments) |
||
Line 4: | Line 4: | ||
* Banners - click through passing a banner ID | * Banners - click through passing a banner ID | ||
* | ::Don't need to worry about this, this is handled by CentralNotice. | ||
* Landing page - collect the ID of the banner that referred them | |||
: This contains a form but we want to collect as little info here as possible: If they pick PayPal for example, then PayPal collects the info. | : This contains a form but we want to collect as little info here as possible: If they pick PayPal for example, then PayPal collects the info. | ||
: We need to collect whether they will do Gift Aid | : We need to collect whether they will do Gift Aid | ||
::Cf our landing pages last year, which worked well. We need to make sure that these landing pages are highly configurable - last year they were set up on a MediaWiki wiki which gave a high level of control to non-techie fundraisers, we need that again. | |||
* Offer them 4 (?) choices to give money: | * Offer them 4 (?) choices to give money: | ||
# PayPal | # PayPal | ||
# Credit card | # <s>Credit card</s> Credit card payments are taken via Paypal. | ||
# Set up a Direct Debit | # Set up a Direct Debit | ||
# Post a cheque to the Office (?) | # Post a cheque to the Office (?) This information needs to be present on the form somewhere, but doesn't need a high profile. | ||
* [https://cms.paypal.com/uk/cgi-bin/?cmd=_render-content&content_ID=developer/howto_api_reference PayPal] has an API | * [https://cms.paypal.com/uk/cgi-bin/?cmd=_render-content&content_ID=developer/howto_api_reference PayPal] has an API | ||
* [http://www.paymentsolutionsltd.com/about-smartdebit.html SmartDebit] is used at present for processing card payments | * [http://www.paymentsolutionsltd.com/about-smartdebit.html SmartDebit] is used at present for processing card payments | ||
* Direct Debit has an API (?) | * Direct Debit has an API (?) | ||
::Yes, it does. | |||
* Donor database | * Donor database | ||
::Specifically CiviCRM. What we need to happen is that the data the donor provides on the form is committed to CiviCRM automatically '''once the payment processor has confirmed that the transaction is valid''', and not before. | |||
* Email integration | * Email integration | ||
::Specifically (at minimum) sending a Thankyou email when a donation is confirmed (or via a batch process within a few hours). The thankyou email needs to be configurable if necessary. | |||
* [http://civicrm.org/ CiviCRM] integration | * [http://civicrm.org/ CiviCRM] integration | ||
** CiviCRM has an [http://wiki.civicrm.org/confluence/display/CRMDOC40/CiviCRM+Public+APIs API]... | ** CiviCRM has an [http://wiki.civicrm.org/confluence/display/CRMDOC40/CiviCRM+Public+APIs API]... | ||
* Thank you page | * Thank you page |
Revision as of 21:17, 22 August 2012
Specification
Just some thoughts to start off:
- Banners - click through passing a banner ID
- Don't need to worry about this, this is handled by CentralNotice.
- Landing page - collect the ID of the banner that referred them
- This contains a form but we want to collect as little info here as possible: If they pick PayPal for example, then PayPal collects the info.
- We need to collect whether they will do Gift Aid
- Cf our landing pages last year, which worked well. We need to make sure that these landing pages are highly configurable - last year they were set up on a MediaWiki wiki which gave a high level of control to non-techie fundraisers, we need that again.
- Offer them 4 (?) choices to give money:
- PayPal
Credit cardCredit card payments are taken via Paypal.- Set up a Direct Debit
- Post a cheque to the Office (?) This information needs to be present on the form somewhere, but doesn't need a high profile.
- PayPal has an API
- SmartDebit is used at present for processing card payments
- Direct Debit has an API (?)
- Yes, it does.
- Donor database
- Specifically CiviCRM. What we need to happen is that the data the donor provides on the form is committed to CiviCRM automatically once the payment processor has confirmed that the transaction is valid, and not before.
- Email integration
- Specifically (at minimum) sending a Thankyou email when a donation is confirmed (or via a batch process within a few hours). The thankyou email needs to be configurable if necessary.