To add a price set to a contribution page, complete the following steps:
First, you will need to plan what price you will be offering and what type of field you'll use for each price item. See the list of field types available::
Text/ Numeric:: this field type creates a text box for donor to fill in a numeric quantity, such as "5" raffle tickets.
Select:: this field type creates a drop-down bar that allows donors to choose one of several options. This field type could be used for a drop-down bar showing membership type options.
Radio:: this field type creates several radio (round) buttons to choose from. Important to note with this field, donor can only choose one option and the option "none" is also given by default as a choice.
CheckBox:: this field type creates several square check boxes from which the donor can choose one or several of the options.
FIELD A:: Dues
FIELD B:: Voluntary Donation
FIELD C:: Para-Synagogue Organization Dues
FIELD D:: Building Fund Dues
FIELD E:: Member HHD Tickets
FIELD F:: Additional HHD Tickets
Now that you have planned out your pricing and which field types for each price item you are going to use, next complete the configuration of the price set by going in your back office to:
Contributions/ New Price Set
Give the price set a name, such as "Member Renewal FY 2013" and choose what it is used for: event, contribution or membership. Here we will choose contribution. Only choose the "membership" checkbox if you are using auto-renew member options for your membership area. Since Temple Beth Torah in this example uses "lifetime" memberships, we will use the contribution page option. Click Save.
Next, add the fields into the price set you've just created. Click on "add price field" at the upper left of the page. From here, fill-in the following fields based on your planning sheet. We'll create the field type "select" for our for member dues option in this example:
Field Label: Member Dues
Input Field Type: Select
Price Field Options: fill in using your planning sheet. The label is the name of the price option, such as "Family Membership". Price is the numeric amount, such as $2,500.00. If more than 2 options, click "another choice" to add up to 10 options.
Display Price?: If this is checked, the amount will appear beside the field label. Scroll Down
Required?: If checked, donor must select one of the above price field options to complete this contribution. We will make this particular field required by checking the box.
Click "Save & New".
Continue this process, chancing the "input field type" for each additional price item. As you complete you last price item, click "Save" instead of "Save & New".
You now need to add the price set to your online contribution page. Click Here to learn more about setting up a contribution page. To find and add your price set to an existing contribution page, go in your back office to:
Contributions/ Manage Contribution Pages
From here, find the contribution page (example: Member Renewal FY13). Click on the "Configure" Tab and select the "Contribution Amounts" option from the drop-down list. NOTE:: If you are using auto-renewal memberships, click on the "Membership Settings" instead and follow instructions below.
Scroll down. From here, make sure "" is checked.
Once checked, you will see the area expand to show a Price Set (or Membership Price Set) select bar. Click on the bar to see the drop-down list of price sets. Select your price set. Scroll to the bottom of the page. Click Save and Done.
Congratulations! Your planning and set-up is complete. However, you are not done yet. We strongly recommend testing your contribution page or event and having others in your office or friends test as well to make sure all aspects of your page are working before you publicize it to the public.
To test your contribution page with price set, go to:
Contributions/ Manage Contribution Pages
From here, find the contribution page. On the right-hand side, click "Links" / Test-Drive. Complete the form.
Now, find your test contribution by going to:
Contributions/ Find Contributions/ Select: Find test contributions?/ Search
If all went well, you will see your contribution in the results list. Click on "view" to review your test contribution. If all looks well, repeat the process by going to Contributions/ Manage Contribution Pages/ Links but this time selecting "Live Page".
NOTE ON PUBLICIZING::
You should already have added your contribution page or event to your front end website during the "contribution page" set-up. If not, make sure to copy the "LIVE" URL for either and have your webmaster add to your front end website as a page or story.
NOTE: This allows for complex pricing but has the following draw-backs:
- User must pay in full by CC or pay later (bookkeeper sets up automated recurring CC subscription or pledge)
- All transactions are funneled into the SAME contribution type