Customizing Your Online Giving Page

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  • 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!

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    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!

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    office

    @Elizabeth-thank you!!!

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    office

    Can you please help me, again? I tried to follow the instructions below, and the attached box is what I get.  It is not giving me the option to "View Details." I'm not able to see the the breakdown of the gross, fees, net and description.

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    Emily W.

    Hey @office!

    Thanks for reaching out! Happy to help. The only way to reconcile this manual report is to:

    1. Download as Excel.
    2. Use Excel's built-in SUM function below each Net column to check if the amounts match what is shown in the Net column of Transfer history. 
    3. If the amounts do not match, it is because one or more contributions are on the wrong spreadsheet. Move contributions from one spreadsheet to the other, keeping in mind the different processing times for Card and ACH. Keep doing this until the amounts in your SUM functions match the amounts shown in Transfer History. 

    Hope this is helpful.

    If you need any additional support, please do reach out, as we are always happy to serve.

    Blessings to you! 

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    office

    Hey Emily,

    When I download to Excel, this is the only information that is on the spreadsheet.  Perhaps I missing something or I am doing something incorrectly. Any other ideas?

    Thanks in advance,
    Cyndi

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    Emily W.

    Hey Cyndi!

    Great question. You aren't doing anything incorrectly or missing something. When switching to manual transfers, there is no way to tell which gifts were attached to that transfer. You are not even able to open the transfer to see any additional details other than the net total that was transferred. For automatic transfers, you are able to open the individual transfer and see exactly which gifts are part of the transfer, as well as gross, fees, and net. None of this is available for manual transfers. While this may not be the ideal answer you were looking for, I do hope the information is most helpful!

    If you have any additional questions, please reach out to Support via phone or email. We are here and ready to serve. 

    Blessings! 

     

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    office

    Emily,

    I appreciate your quick response.  I will let the bookkeeper know that we will have to switch to automatic transfers in order for her to receive all the information she needs to post receipts correctly.  

    Again, thank you so much for all your help!

    Cyndi

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    Emily W.

    Cyndi!

     

    You are most welcome. It is truly my pleasure to serve you and your church. We're so glad you're a part of the Breeze family! Don't hesitate if anything else comes up!

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    Jane Aitkens

    We are in Quebec, so we need to have a French option. If we can only have one online giving page, what do you recommend?

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    Stephen Ivey

    @Treasurer

    Thanks for reaching out to the Breeze Community! Unfortunately, Breeze doesn't currently have Translation capability. So, if you are needing a French option, then this will be a limitation for you. We sincerely apologize for any inconvenience that this may cause. There are a few third party giving platforms integrated with Breeze that may have this option.You may want to consider using one of those and connecting it to Breeze! 

    See the 3rd Party options here: Online Giving Options Outside of Breeze

    I hope this was Helpful! 

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    brett

    On the online-giving setup, is there a way to make the ACH Bank Transfer the default giving type instead of credit/debit card? As it is cheaper for folks to make ACH Bank Transfers, I'd love for them to see that option first.  Thanks!

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    Ashley Lynn

    @brett At this time there is not a way to customize the order in which the options appear. But that is a great suggestion! I have seen some churches make mention of the options in the "Page Content" to let contributors know that there is an additional payment option. 

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    George

    Is there a way to promote 1 fund directly online w/ a link?  

    Example:  We have a member who has passed away.  His family is requesting assistance and donations given to the church in lieu of flowers, etc.   I would like to be able to share the link to fellow members & on Social Media w/o having to sort through my funding selections as usual.

    I can list it as the default funding, but hesitate to do that.  It could create a mess on the backend for several months....

    I looked at Forms and see the Payment option.  But in this, I must set the amount in Registration.  

    There may be a easy solution I am missing.

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    Stephen Ivey

    @George

    Due to the nature of this request, we will continue to serve you on the Support side! 

    Thanks!

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    fondachang

    How can I add our church name to the footer of the online donation page?

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    Rob N.

    Hey @fondachang,

    That's a great question!  There's no way to add a footer to the online donation page.  However, you can embed the online donation form onto your website, and add anything else you'd like to the page.  

    Here's an article you may find helpful: Give By Website

    I hope this helps!

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    fondachang

    Embed will work. That will make the donation page looks as part of our website. Thanks!

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    Rob N.

    You're Welcome @fondachang

    We're so glad you're a part of the Breeze Family!  Keep up the Great Work!

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