Create a Donation Product

Staff can create a product to use as a stand alone donation option, or to be linked to a membership to be shown during membership join or renewal.

1. In the tab bar, click 

   

   App Launcher, or in Salesforce Classic, click 

   

   Nimble AMS, Staff View, Button, All Tabs.
2. Click Products.
3. Click New.
4. In Record Type of new record, select Donation.
5. Click Continue.
6. Enter information:
   
   1. In Product Name, enter the name of donation option that is shown in the Staff View and Community Hub order process.
   2. Optionally, in Short Name, enter a short name that identifies the donation option. This is helpful for reporting. This field is required if your association uses Level 2 and Level 3 credit card processing.

   3. In Display Order, enter a number to signify where in the list of products this donation should be displayed. The lower the number, the higher the donation is shown on the list of products.

      

      The number should be 0 -  999.

      Consider spacing out your numbers to accommodate future changes in products.

      Avoid:

      Donation 1: 1, Donation 2: 2, Donation 3: 3, Donation 4: 4

      Better: 

      Donation 1: 1, Donation 2: 5, Donation 3: 10, Donation 4: 15

   4. If your association uses Level 2 and Level 3 credit card processing, in Commodity Code, select the commodity code used to classify the product. 
   5. If your association uses Level 2 and Level 3 credit card processing, Unit Of Measurement is populated. Check with your administrator to see if you need to select a different value. 
7. Enter description information:
   1. Optionally, in Description, enter a description of the donation which is shown in the Staff View order process.

   2. Optionally, in Short Description, enter a short description shown when making a donation during join or renewal in Community Hub. 

8. Enter accounting information:
   1. In List Price, enter the suggested donation amount. This amount is displayed in the Staff View order process and can be changed by staff. When this value matches one of the Suggested Donation Amounts, that amount is preselected for constituents.

   2. In Revenue GL Account, enter the GL account to use for the donation transaction(s).

   3. In Entity, enter the name of the entity that owns this product, click 

      

      Nimble AMS, Staff View, Button, Lookup, select the entity. 
      

      If your association has more than one entity, and a donation is made to a secondary entity, transactions appear differently depending on whether it's given through Staff View or Community Hub.

      A donation made in Staff View, or in addition to a membership in Community Hub, involves Inter-Entity transactions to transfer the the donation from the primary to the secondary entity.

      A standalone donation made inCommunity Hub creates a transaction directly linked to the secondary entity, without the use of Inter-Entity transactions.

9. Optionally, in Currency, select the right currency value.

   

   Note

   If you have enabled Salesforce multi-currency, Salesforce introduces the Currency field on all object layouts within your org.

   While creating a New Donation Product record make sure to select the Currency field value that matches the Currency field value on the linked Entity record. If the Currency field value of Entity and Donation Product does not match, then it throws an error.

   Also, once the record is saved, you will not be allowed to edit the value of the Currency field.

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10. Select Community Hub settings:
    1. If you would like the donation to be shown in Community Hub, select Self Service Enabled.

    2. If this will be used as a standalone donation in Community Hub and you would like to use a unique parameter to identify the ID of the donation product within the checkout URL, in URL Parameter Name, enter a string of text with no spaces. By default, this field is populated with pid, which is sufficient in most situations. This can be useful when using web analytics software to uniquely track giving using this product in Community Hub.

    3. If this will be used as a standalone donation in Community Hub, in Suggested Donation Amounts, select the donation amounts to be displayed on the checkout page for donations using this product and click 

       

        to add them.
       

       One of the selected donation amounts should match the amount in List Price so that amount is preselected for constituents in Community Hub. Also, the selected donation amounts display in ascending numerical order in Community Hub.

       

       Administrators can add more suggested donation amounts by adding additional values to the picklist (external).

11. Optionally, in Start Date, enter the date and time this donation product should be available in the list of causes in Community Hub.
12. Optionally, in End Date, enter the date and time this donation product should no longer be available in the list of causes in Community Hub.
13. Click Save.