Create a Donation
Donations in Cogran are a flexible registration option.
- Donations can be for set amounts, such as $100. (enter the price)
- Donations can be for free-entry amounts, which donors fill in themselves (leave price blank)
- Donations can be recurring or one-time
- Donations can be gathered in a quick POS-style transaction (add to a POS card)
- Donations can be gathered during registration (add to a Registration card
- Donations can be gathered as add-on options to registrations (add to a Program as an additional item)
INSTRUCTIONS
Registration Setup>Donation
Search< then click Create New
Tab 1: Basic Information
- Name: Enter the name of the program
- Card Category: Choose a card. To set this to POS style registration, choose a POS card. For instructions, click here. Donations can be added to POS or to Registration Cards. The same donation can be added to two or more cards!
- Image: By default, the programs will display with a simple checkmark. By adding an image, the program can be more customized to an organization. Select an image from the list.
- Activity: For reporting. Assign to an activity for reporting and filtering.
- Account Code: Fill out the account code (optional).
- More Information: Include as much additional information as needed.
- Archive: Archive hides this membership from lists and views. Check to archive, uncheck to unarchive.
- Copy: Enter the number of copies required.
- Text for Email Confirmation: If custom information about the program should appear in the membership confirmation, enter it here. This is in addition to more info.
Tab 2: Pricing
Price: Use this method to allow donation prices:
- To request a certain donation amount, add a price.
- To allow open-entry of donation amounts, leave the price blank
Save
Next Steps:
- Add this donation to a Registration Period.
- If needed, create a Registration Period. Set it up as usual. Follow these instructions if needed.
- Add this donation as an additional item to a program.
- Choose a Program.
- Follow these instructions on program setup if needed.
DONE!