You can create customized donation pages to allow your donors an easy and convenient option to support your organization with an online gift. Donors will be able to easily create a one time donation or set up a recurring donation to be processed on a selected monthly or weekly schedule.
Creating Your First Online Form
The first time you access the Online Forms page of Donations you will be prompted to go through a wizard that will walk you through setting up your first online donation form. In this process you’ll set up:
- Your organization’s name
- A Headline, description and color scheme for your online form
- Upload a logo and/or image to your form
- Review and edit the link to your form
- Share your form via social media and/or email. You can opt to do this later by clicking “No thanks. I’ll do this on my own later!” on the Share via Email step.
Completing Your WePay Setup
WePay provides the payment processing for our donations pages. Once your first form has been created, the final step you’ll need to complete is to complete the setup of your WePay account. An account is automatically created when you enable online donations, but you’ll still need to confirm your organization’s information and link a bank account (so that your donations can be deposited) with WePay. Once you’ve completed the steps of the wizard above, you’ll receive an email to confirm your account:
The link provided in this email will take you to your WePay account where you can:
Set up a password:
Confirm your information and link a bank account (a US bank account is required):
Once this is completed, you should see this on the bottom of your Online Forms page, indicating that the set up of your WePay account has successfully been completed:
Editing Your Forms
Once you have created your first form, you can make additional edits or create additional forms from the online forms page. To edit an existing form, you’ll click the “edit form” link listed under the desired form:
This will take you to the form builder screen:
You’ll see the different areas of the form that you can edit on the left. You can also edit the text and images on the form by clicking on them from the preview on the right.
Be sure to click “publish” when you are done creating or editing a form so that the changes you’ve made are applied to the live form.
Sharing Your Form
Once your form is created, you’ll want to get the word out! You’ll see some options for sharing your form on social media sites or by email listed under Share my Form section of each form on your Online Forms page.
You can also click “add to my site” to view the options for putting your form on your website. You can choose to copy the link to your form directly or choose a button and copy the HTML code that’s generated for you:
Refund a Donation
If you have a donor who needs their donation refunded, you can issue that through your WePay account. To do this:
- Log into your WePay account: https://www.wepay.com/login
- Click the “view all” next to transactions:
- Use the date filters and email search field to locate the donation you need to refund:
- Click on the donation to be refunded and when the pop up window with donation details pops up, you’ll see the refund button at the bottom.
You will also want to be sure to delete the batch for this donation on your Deposits page.
How Online Donations are Recorded in Aplos:
Any online donations that you receive will be automatically recorded in Aplos. A batch will be added on your Deposits page and tracked in your Accounting. You will see a deposit of this donation minus the transaction fee listed in your WePay asset account. Transaction fees for online donations to a registered 501(c)(3) are as follows:
Credit Card Donations: 3% + $0.30
ACH Donations: 2% + $0.30
American Express or International Donations: 4.1% + $0.30
You do have the choice in the Form Builder to include the option for donors to opt in to pay their transaction fee so that the net your organization receives is the full amount they intended. This option will be listed in the Donation section of the form builder.
Since your online donations collected through your Aplos form are automatically posted in your WePay asset register, the only action that you will need to take is to record the deposits from WePay in your bank account as a transfer–from WePay to your bank account register. From your WePay register, you will set up a transaction similar to the one below:
The transfers that you will record should match the deposits that you receive in your bank account from WePay. You will put the amount in the payment field, and choose your checking account in the account field. Also keep in mind if your deposit includes donations to multiple funds you will want to split it. This process will record the payment in your WePay register, as well as the deposit in your checking register.
Your organization is now ready to increase your giving by utilizing an online donation option. Check out this previously recorded webinar for additional details on this process: