ePledge

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After the Canvass
ePledge
A tutorial for canvassers:
Assisting donors to make their gift online
1
Do Not Print!
Note the length of the material
Module 2
Version 3
Do not print this material
• This material is a tutorial
– It is animated, and
– It is meant to be viewed in Presentation format
• In PowerPoint 2007
– From the Ribbon, please select Slideshow/from beginning;
Or
– Select the presentation screen
at the bottom of the
PowerPoint window (next to the zoom option)
Table of Content
• What is ePledge?
• Things you need to know
• Logging in
–
–
–
–
Access Page Elements
New user
Returning user (same department)
Returning user (different email)
• ePledge — Payroll Deduction
• Choosing where to give
– Named recipient organizations
– Other United Ways
– Other Canadian registered
charities
– A note on privacy preferences
3
• ePledge — One-time Credit Card
donation
• ePledge — Monthly Credit Card
donation
• ePledge — Making a PayPal
donation
• Creating or Updating My Profile
• My Donation History
• Tracking and Reporting
What is ePledge?
• ePledge is the main mechanism used to make a
donation to a charitable organization through the
GCWCC
But
what
about
the
Gift
Form?
• Use ePledge for
In organizations that have adopted ePledge, the
donations by
–
–
–
–
4
Payroll
One time Credit card
Monthly credit card
PayPal (one time)
Gift form must be used for the following gifts:
 Cash
 Cheque
Upon donor request, the Gift form (see Module 3) can
be used for Payroll and Credit Card donations.
ePledge is…
• A series of 10 pages
– 2 Access pages
– 4 donation pages
– 2 verification pages
– 1 profile page
– 1 donation history page
5
The Login page
6
The Access Page
7
A screen that lets you choose how you wish to pay for
your donation
8
Payroll or…
9
Credit Card
10
A screen to choose your charities of choice
11
A screen to verify your gift
12
A confirmation screen
13
There is also a profile page that contains
information that allows us to issue a receipt!
14
And (New!) a donation history page
15
That’s basically ePledge!
• For a step by step approach, the following
slides should answer any and all questions
that you might have
Welcome to ePledge!
16
Content
• In the next 15 minutes, you will learn how to
– Help someone log on to ePledge
– Guide donors to make their ePledge gift through
•
•
•
Payroll deduction
One-time credit card
Monthly credit card
– Help donors view/modify their profile
– Show donors how to view their donor history
– Tracking and reporting in an ePledge world
17
Things you need to know
• For security purposes, ePledge will automatically logout the user when it
is inactive for more than 15 minutes
• Using the browser “back” button will logout the user – use the left hand
menu, or the appropriate button at the bottom of each page (cancel, back,
etc.)
• For Payroll Deductions, the donor must have unique departmental
information in addition to the PRI/REG/employee number. This
information includes the Dept Code, Pay List Number, and Pay Office and
can be found
– On the donor’s pay stub / PWGSC’s Compensation Web Application; or
– Some departmental leave system (e.g. PeopleSoft) may also have this information
• Donors can use ePledge to make any combination of Payroll Deduction,
one-time credit card, and monthly credit card donation
18
ePledge
National Capital Region (NCR)*
Currently, the GCWCC ePledge is
only available to the NCR campaign.
Employees working outside of the
NCR must still use the National
GCWCC Gift form.
19
ePledge Registration
• The links provided to employees
will direct them directly to their
department’s ePledge registration
page
• This is where a donor registers to
access ePledge
• The process is slightly different
depending on whether the user is
– A new user;
– A returning user, with the same email
as the one used last year; or
– A returning user that gave last year
through the GCWCC, at another
government department
20
New User Registration
• New users are to enter their
work email
User work email
Important Note!
In ePledge, the User ID = the work email
address
• This is the only way that ePledge
recognizes individuals
21
Login: New User Registration page
• If the new user’s email
address is NOT recognized,
he/she will be asked to
provide information like
– Full name
– A new password (8 characters,
alphanumeric, not case
sensitive) and hint
– Complete home address
– Branch and division
22
Login: New User Registration page
• Finally, type in the verification
code provided on the screen
– it will be different than the one
pictured here
• Then click Register
23
New User Registration
• If the new user’s email
address is recognized (e.g.
has been previously
submitted on the Gift form)
User work email
– The verification code provided
on the screen must be entered
• It will be different than the one
pictured here
– Then click Register
24
Important Note!
In ePledge, the User ID = the work email
address
• This is the only way that ePledge
recognizes individuals
New User Registration page
• In both cases, a systemgenerated “Registration
Confirmation” email that
includes a link to confirm
the registration will be sent
to the donor
– When the User clicks the link
in that email, their ePledge
registration will be confirmed
25
New User Registration page
• For the new user whose
email address was
recognized, a second systemgenerated “Registration
Complete” email will then be
sent to the user
– confirming their User ID and
– prompting the user to set their
password (if not yet done)
• Click here to set the
password, and access ePledge
26
You’ve made it in!
27
But what about returning users?
• Remember! The process is slightly different for returning users
• Click the links to find out about
– A returning user, with the same email as the one used last year; or
– A returning user (OGD) that gave last year through the GCWCC, at another
government department
28
Welcome screen
• Notice that several elements* are
available on this screen!
– The security certificates
– The Privacy statement
– The Technical support
• There are also new things on this
screen!
– The greeting, with donor name
– A left side menu where the donor can
choose to
•
•
•
•
•
29
Pledge now
Update their profile
View their Donation history
Get Help
Log out
*Click here to find out why these
elements are important
Making a Donation
30
Making a donation
• To start, click on Pledge Now
– There are two Pledge Now
buttons
31
Making a donation
• As you can see, Donors can
use ePledge for four methods
of donations*
• Donors simply have to click
on the radio button of their
preferred method of
payment
– We’ll start by the Payroll
Deduction
*For cash or cheque donations,
donors must use the Gift Form
32
Making a payroll deduction donation
• This screen will be tailored
specifically to your organization,
so it may not look exactly as you
see here
Not all employee categories (term,
casual, etc.) can give through payroll
deduction. Find out from your
GCWCC campaign team!
33
Making a payroll deduction donation
• Typically, the donor can see
– The amount he/she gave last year
– The number of pay periods
• The payroll office requires that the
Donor provide this information
– This information is located on the
donor’s pay “stub”*
– Note that some departmental
“Leave systems” may also have this
information
• Please note that the Pledge Amount
will be determined according to the * As of April 2013, donors may need to access
sum of the donation
this information on PWGSC’s Compensation
• Click Next
34
AppliWeb
Choosing where to give
• This is where donors indicate
to which charitable
organization(s) they would
like to make their donation
Note
The amount to be entered in the
donation field is the full amount
(per year) designated to that
charity. It is not the “per pay”
amount.
35
Choosing where to give
• Before we begin, note that
there is a link to Canada
Revenue Agency’s Charitable
donation tax credit estimator
– This enables the donor to estimate
the reduction on his/her income
tax
36
Choosing where to give
• The three named recipient
organizations for the GCWCC
in the National Capital Region
are featured here
– United Way Ottawa
– Centraide Outaouais
– Healthpartners
37
$200.00
Choosing where to give
• The three named recipient
organizations for the GCWCC
in the National Capital Region
are featured here
– United Way Ottawa
– Centraide Outaouais
– Healthpartners
38
$200.00
Choosing where to give
• The three named recipient
organizations for the GCWCC
in the National Capital Region
are featured here
– United Way Ottawa
– Centraide Outaouais
– Healthpartners
39
$200.00
Choosing where to give
• Donors can also give to
– Any other United Way/
Centraide in Canada; and
40
Choosing where to give
• Donors can also give to
– Any other United Way/
Centraide in Canada; and
– Any other Canadian
Registered Charities
41
Choosing where to give
• To give to other United Ways,
the donor must
– click on the link, then
42
Choosing where to give
• To give to other United Ways,
the donor can
– click on the link, then
– Scroll through the list of other
United Ways
• Listed numerically, as seen on the
calendar
– Click the “next page” button until
you find the United Way that
you’re looking for
43
Choosing where to give
• To give to other United Ways,
the donor can
– click on the link, then
– Scroll through the list of other
United Ways
• Listed numerically, as seen on the
calendar
– Click the “next page” button until
you find the United Way that
you’re looking for
– Add the amount in the
corresponding box
44
$200.00
Choosing where to give
• To give to other United Ways,
the donor can
– click on the link, then
– Scroll through the list of other
United Ways
• Listed numerically, as seen on the
calendar
– Click the “next page” button until
you find the United Way that
you’re looking for
– Add the amount in the
corresponding box
– Click Add
45
$200.00
Choosing where to give
• To give to any other
Canadian registered charity
– This section contains
information on most
charities supported by the
GCWCC donors in the past
– Donors can search by
keywords or registered
charity number
• Click Search
Note
There is a minimum $26 donation for
all other Canadian registered charity.
46
Pipe
Choosing where to give
• Charities containing that
search criteria already in
the GCWCC database will
be listed
• Enter the amount to
designate to this charity
• Click Add
47
$200.00
Choosing where to give
• If the donor’s charity is
NOT found, donors can
manually enter their
chosen charity by clicking
here
48
Choosing where to give
• In the new window, donors
can click here to search the
CRA registered charity
database
49
How to search for a registered charity
• Search CRA (a separate
web browser window
will open)
– Type in a portion of the
Charity name
– Click Search
50
Children
How to search for a registered charity
• A list of charities
associated with this
keyword is displayed
– Click on the link of the
charity of your choice
51
How to search for a registered charity
• Information on this charity
will be displayed
52
How to enter a registered charity
• Enter the charity’s information
found on the CRA website in the
appropriate boxes
– Every field MUST be completed
53
How to enter a registered charity
• Enter the charity’s information
found on the CRA website in the
appropriate boxes
– Every field MUST be completed
• Don’t forget to enter the amount
designated to this charity
• Click Add
Note
As long as the charity maintains its
Canadian registered charity status (in
accordance with Canada Revenue
Agency policy), it will remain in the
GCWCC ePledge database.
54
$200.00
Choosing where to give
• And no matter where a Donor
chooses to give, the total gift
adds up on the top of the
screen
$200.00
$200.00
$200.00
55
Choosing where to give
• And no matter where a Donor
chooses to give, the total gift
adds up on the top of the
screen
$400.00
$400.00
$200.00
$200.00
56
Choosing where to give
• And no matter where a Donor
chooses to give, the total gift
adds up on the top of the
screen
$600.00
$600.00
$200.00
$200.00
$200.00
57
Choosing where to give
• And no matter where a Donor
chooses to give, the total gift
adds up on the top of the
screen
$800.00
$800.00
$200.00
$200.00
$200.00
58
Choosing where to give
• And no matter where a Donor
chooses to give, the total gift
adds up on the top of the
screen
$1000.00
$1000.00
$200.00
$200.00
$200.00
59
Choosing where to give
• And no matter where a Donor
chooses to give, the total gift
adds up on the top of the
screen
$1200.00
$1200.00
$200.00
$200.00
$200.00
60
Choosing where to give
• Once the donor’s choices have
been made, click Next
61
Verifying
• Before the gift is processed, the
donor is asked to verify personal
information
• Donors are to
– Verify the Honor Roll information
• will appear only if giving at the
Leadership level ($1000+)
62
Verifying
• Before the gift is processed, the
donor is asked to verify personal
information
• Donors are to
– Verify the Honor Roll information
• will appear only if giving at the
Leadership level ($1000+)
– Verify their email and postal
address; and
63
Verifying
• Before the gift is processed, the
donor is asked to verify personal
information
• Donors are to
– Verify the Honor Roll information
• will appear only if giving at the
Leadership level ($1000+)
– Verify their email and postal
address; and
– Tick off the check boxes to
indicate
• Their donor status; and
• Their privacy preference
64
Verifying
• Before the gift is processed, the
donor is asked to verify personal
information
• Donors are to
– Verify the Honor Roll information
• will appear only if giving at the
Leadership level ($1000+)
– Verify their email and postal
address; and
– Tick off the check boxes to
indicate
• Their donor status; and
• Their privacy preference
• Then click Next
65
A note on privacy preference
What the donor should know before making their donation
• If the donor checks these boxes, all the charities designated in this
transaction will be provided the donor’s information
• If the donor only wants some of the charities to be advised of the
donation, the donor must make separate transactions
– One transaction identifying only those charities to be informed of the donation(s)
(boxed checked); and
– One transaction where designated charities will not be informed of the donations
(boxes not selected)
66
Confirmation
• Donors will then be asked to
review and confirm the details of
their pledge
•
Note that the “per pay” amount is
displayed here
• Once all information has been
reviewed, click Confirm
•
The donor will receive an email
confirming the donation
• And it is done!
67
Making a Donation:
One-Time Credit Card
68
Making a one-time credit card donation
• This screen will be tailored
specifically to your
organization, so it may not
look exactly as you see here
• Typically, the donor can see
– The amount he/she gave last
year
– The accepted credit cards
69
Making a one-time credit card donation
• The donor is to
– Write the credit card number
– Indicate the expiry date of the
card; and
– Write the name of the card
holder exactly as it is featured
on the card
• Click Next
70
1234123412341234
Test X User
Choosing where to give
• The choices as to where to give
are the same as in all other
methods of payment.
71
But what’s different for one-time
credit card donation?
72
Verifying
• As before, prior to the gift
being processed, a final
verification is required
• However, given that the donor
is making a one-time credit
card donation, there is a slight
difference on this page
– The donor can choose to
immediately receive a Tax Receipt
by email
• Click Next
73
Confirmation
• Final look at gift giving
• Click confirm
Note
One-time credit card donations
are processed/charged
immediately.
74
Making a Donation:
Monthly Credit Card
75
Making a monthly credit card donation
• This screen will be tailored
specifically to your
organization, so it may not
look exactly as you see here
• Typically, the donor can see
– The amount he/she gave last
year
– The accepted credit cards
– The payment frequency
76
Making a monthly credit card donation
• The donor is to
– Select the Card type and
complete each field
• Click Next
1234123412341234
Test X User
77
Choosing where to give
• The choices as to where to give
are the same: Donor choice!
78
But what’s different for monthly
credit card pledges?
79
Verifying
• The verification of donor
information is the same
• However, given that this is
Monthly credit card donation,
donors cannot receive a tax
receipt by email
– Donors will receive their tax receipt
once ALL monthly donations have
been processed
• Then click Next
80
Confirmation
• Final look at gift giving
• Click Confirm
81
Making a PayPal donation
82
Choosing where to give
• The choices as to where to give
are the same: Donor choice!
83
But what’s different for
PayPal donations?
84
Verifying
• Given that the donor is making
a one-time PayPal donation
– The donor can choose to
immediately receive a Tax Receipt
by email
• Click Next
85
Confirmation
• Note that the Check Out with
PayPal button allows the donor
to proceed to the PayPal site
Note
PayPal donations are
processed/charged
immediately.
86
• Please note that the “merchant” name is United Way
Ottawa, the manager of the GCWCC in the NCR
87
And that’s how to use
ePledge
to make a donation!
But what about…
88
But what about…
• Remember the left side menu?
• ePledge allows the donor to
do more than make a
donation!
• Donors can also
–
–
–
–
89
Update their profile
View their Donation history
Get help
Log out
Updating My Profile
90
Why update my profile?
• The information provided here
enables the GCWCC to
– Identify the donor for
authentication (security)
purposes
– Issue receipts to donors making
credit card gifts
Important Note
Inaccurate information could mean
that the donor does not receive a
receipt for their donation.
91
My profile
• By selecting My Profile on the
left hand menu, the donor can
make modifications to their
account
• Note that only the fields with
asterisks (*) are required
92
My profile
• Donors can modify their
–
–
–
–
–
93
Name
Honor roll information
Email addresses and preference
Home address
Telephone numbers and
preference
My profile
• Donors can modify their
–
–
–
–
–
Name
Honor roll information
Email addresses and preference
Home address
Telephone numbers and
preference
– Work information
– User ID (work email)
– Password (8 characters,
alphanumeric, not case
sensitive)
• Click Save
94
My profile
Training Tip
• Continue to Donation History, or
• If you were viewing the “Returning
User (OGD)” and jumped to “My
Profile”, please click here to return
to where you left off.
95
Donation History
96
View donation history
• Donors can view past and
current donations on this
screen
Note
Donations given through the Gift
Form/paper pledge may not be
visible here.
97
View donation history
• By selecting these icon, donors
can also
98
View donation history
• By selecting these icon, donors
can also
– View previous transaction details
• This enables the donor to see where
they have given in the past (e.g. the
name of the charities and the
corresponding amount)
99
View donation history
• By selecting these icon, donors
can also
– View previous transaction details
• This enables the donor to see where
they have given in the past (e.g. the
name of the charities and the
corresponding amount)
– Reissue a receipt for a One-time
credit card donation
100
View donation history
• Also, only if in the same
calendar month of a donation,
by clicking Update, donors can
– Change the charity they want to
support (e.g. give to Charity B
rather than to Charity A); and
– Increase a donation
Note
This feature is not applicable for
a one-time credit card donation
101
How to Log Out
102
How to log out
• To exit ePledge, donors should
click the Log Out button
103
Congratulations!
104
Tracking and Reporting
105
Tracking and reporting
• It is very important that you track the decision (Gift, Regret,
Pending) of the colleagues you canvass, and that you follow
up with those that have signaled “come back later” or that
have yet to respond
– Tracking donor responses is a little more complicated given the two
ways (form and electronic) of giving
• An ePledge Administrator in your organization can produce a
report of ePledge donors
– Ask your GCWCC team captain or coordinator to find out who will
provide you with this report, and when you can expect to receive it
• But please, remember to give everyone the chance to give!
106
Remember!
• For security purposes, ePledge will automatically logout the user when it
is inactive for more than 15 minutes
• Using the browser “back” button will logout the user – use the left hand
menu, or the appropriate button at the bottom of each page (cancel, back,
etc.)
• For Payroll Deductions, the donor must have unique departmental
information in addition to the PRI/REG/employee number. This
information includes the Dept Code, Pay List Number, and Pay Office.
These can be found
– on the donor’s pay stub
– a department’s leave system (e.g. PeopleSoft) or
– PWGSC’s Compensation Web Application
• Donors can use ePledge to make any combination of Payroll Deduction,
one-time credit card, and monthly credit card donation
107
Other Modules
1. Be a “Star Canvasser”
3. After the Canvass: Gift form
4. Canvasser Toolbox
•
•
•
FAQ
Links
Dates
5. Quiz, certification and evaluation
108
Supplementary content
This section includes
• Login in: returning user
• Login in: returning user (OGD)
• Access page elements
109
Login in: Returning User
With the same email as the one
used last year
110
ePledge: Returning User
• For a returning ePledge user
at the same department (with
the same email address)
– Click here to go to the log on
page
111
Login in: Returning user
• Please note
– The User ID is the email used by
the donor last year
– The password is the one chosen
by the donor last year
• There is also 2 password
recovery options
• Then click Login
112
Your e-mail
Your password
Training Tip
• Continue to find out more about a
returning ePledge donor from
another department (OGD) or with
a different email address, or
• Please click here to return to “New
User Registration” and find out
more about how to use the ePledge
113
Login in: Returning User
(different email)
Has previously used ePledge,
within another organization
114
ePledge: Returning User (different email)
• If a returning ePledge donor
from another organization or
with a different email address
– Click here to go to the log on
page
115
Login in: Returning User (different email)
• Please
– Login using the User ID and Password
established last year
– Click Login
• If the user has forgotten his/her
password, the Forgot My Password
feature will be of little use (the
generated email will be sent to the
user’s registered (old) email address)
– Click on password hint, or
– Call or Click on Technical Support
116
Last year’s email address
Last year’s password
Login in: Returning User (different email)
• Next, and most importantly, the
returning user (different email)
must then edit his/her user
profile and
– Update their work email address to
their new one; and
– Change their User ID to match their
new email address
To see “Updating My Profile,” click
here. You will be able to return to
this exact spot and continue the
training.
117
Login in: Returning user (different email)
• Next, to link the returning user
(different email) to their new
department, the user must
then
– log out
118
Login in: Returning user (different email)
• Next, to link the returning user
(different email) to their new
department, the user must
then
– log out
– Return to the User Registration
page (using the link provided to
employees)
– Enter
• Their work email address
• Verification code
– Then click Register
119
Training Tip
If you were viewing the “New User
Registration” and jumped ahead to
“Returning User”, please click here to
return to where you left off and find
out more about how to use ePledge.
120
Access Page
Elements
• Language choice
• Security Certificates
• Privacy Statement
121
• Technical Support
• Links to named recipient
organizations
Language choice
• If the user selects “Français”,
then
– The language displayed on the
following screens will be in
French; and
– All future correspondence will
be sent to the user in French
• This feature will be available
throughout the ePledge
session
122
GeoTrust: website security certificate
• A Website Security Certificate
provides assurance to the user
that communications between
his/her browser and this site's
web servers are private and
secure the communication
(transaction is encrypted)
• This feature will be available
throughout the ePledge
session
123
TRUSTe: website security certificate
• Provides assurance to the
user/donor regarding the
website’s privacy policy, and
that the organization meets
established standards for
protecting personal
information
• This feature will be available
throughout the ePledge
session
124
Privacy statement
• Provides information on the
privacy policy of the manager
of the GCWCC (United Way /
Centraide Ottawa), and how it
collects, uses and discloses
personal information
• This feature will be available
throughout the ePledge
session
125
Technical support
• This is the user’s HELP! button
– Enables the user to send an
email directly to ePledge
technical support experts
– Alternatively, call the help line!
• This feature will be available
throughout the ePledge
session
126
Named recipient organizations
• As always, the three named
recipient organizations for the
NCR are displayed
• Each icon links to the
organization’s website
127
Thank you!
Training Tip
If you jumped ahead to “access page
elements”, and want to return to
where you left off, click on the
appropriate link
• Welcome Screen
• Returning User
128
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