Customizing Your Online Giving Page

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  • Avatar
    admin

    As of right now, I can't seem to find the "Settings" button! In other KB articles, it shows the position of the settings cog, but I can't seem to find it! Can someone advise if this has moved (or been removed) since the updated UI?

  • Avatar
    Emily W.

    Hi Admin!

    The settings of your online giving page are located here:

    If you are unable to see this or access this, please check the settings in Users & Roles under Contributions<Online Giving Management. 

  • Avatar
    admin

    Thanks Emily! I’m logged in as an administrator and have confirmed that user permissions are set correctly by user and profile though I can’t see the settings option or the yellow bar. I’ve also tried a non-admin user with additional permissions to manage “Contributions” to no avail.
    I’ve connected to online giving using Stripe payment gateway and can’t seem to get past the first screen (I.e All I see are the 3 buttons: 1) Online Giving (Green; confirmed enabled) 2) Text Giving 3) Kiosk Giving.
    Any other thoughts? I need to configure my giving form to allow the person donating to choose their desired fund! Can’t go live without this.

  • Avatar
    Emily W.

    Hi Admin!

    Thanks for the additional details. I will be sending an email via support so that we can continue to offer support! :) 

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    stmartin

    How do I auto-generate an email receipt when someone makes a contribution? 

  • Avatar
    Emily W.

    Hey @stmartin!

    You will find this in the settings of your online giving page. Here is a great resource that will be most helpful for this: Customizing Your Online Giving Page

     

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    iwona

    Is it possible to have two different versions of the online giving page? 

    We have one page with all the options of giving but would like to have one page per each missionary, linked just to their fund. 

  • Avatar
    Emily W.

    Hey @iowna!

    Great question. While you can currently only set up one online giving page, you can set up multiple forms that are linked to different funds. In this case, you'd set up your forms for each missionary and select the fund that is their fund in the form settings for the payment settings.

    Here are two most helpful articles:

    Editing Form Settings

    Creating a Form

    Blessings!

  • Avatar
    iwona

    Emily, how do I create a recurring payment in forms? Is it possible?

  • Avatar
    Emily W.

    Hey @iwona!

    At this time, that is not a current feature. To set up recurring payments this will have to be done through the online giving page. Here is some additional information:View and Modify Recurring Donations

    Blessings! 

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    bcambron

    After entering several Sunday giving transactions I received the message 'this device has exceeded the number of attempts it can make in this timeframe.' What is the maximum number of entries per device and can it be increased? What is the timeframe?

  • Avatar
    Josh R.

    Hey @bcambron,

    Breeze does limit the number of transactions made at one time through our online giving page as a security measure. If you would like more information on how to prevent this please email us at Support@breezechms.com

    Blessings! 

  • Avatar
    office

    If we have comments enabled, where/how do we see what was put in the comment box?  We are hoping to use this box if someone sends money to the General Fund, but wants the money to go towards a particular offering (that doesn't fit into it's own separate fund).

     

    Thank you!

  • Avatar
    Elizabeth Reed

    @office Great question. So you can see the comments two different ways: 1. In the confirmation email that is sent to the church staff when a gift is given (if that is enabled), and 2. in contribution reports.

    To see the comments for gifts given through the Reports section, simply follow these steps:

    • More > Contributions > Online Giving > Transfer History (green button)
    • Click on the number of payments in the Description column, then at the bottom left of that screen click "View Details"
    • It will navigate you to the Reports section. From there you can add the "Notes" column to display on that report.

    Hope that helps! Thanks again for the great question!

  • Avatar
    office

    @Elizabeth-thank you!!!

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