Create Dues Campaign
Dues Campaigns are used to collect dues for the organization. Depending on how they are defined they can be a simple notification that payment is due to online collection of payment.
Viewing and payment for a Dues Campaign is done by clicking on the event in the Calendar or Banner. This displays details of the event and any other options determined by the event properties. How the dues campaign is displayed and all other options are set when the dues campaign properties are entered when defining the event.
When online payment is utilized, amounts collected are placed into an account specific to your organization. See Financial Accounts for more information on payment collection and disbursement.
Any dues campaign defined that includes online registration will also provide an online and email receipt back to the registrant. If the event has a cost, and payment is not collected online, the receipt asks for remittance of money to the organization. The receipt also includes the contact information for the organization in case follow-up is required. The contact name is the person's name who last updated the event. The contact phone is the telephone number, if one is on file, for the person who last updated the event. The address information is the same that appears on the About Us page.
To create a dues campaign:
If the Main Information page is not displayed, click the Features List link at the top of the current page.
Click the Manage Events command in the
Administer list,
The Program and Event Administration page will be displayed.
Select the organization from the Select an Organization
drop-down list at the top of the page.
This is only relevant if you are a member and responsible for more than one
organization.
Click the Dues link in the Create & Edit Events
column.
The Manage Dues Events page will be displayed. The page displays a list of
existing dues events in the left portion of the page (Event List) and a list
of functions that can be performed on the right portion of the page
(Functions).
If you want to resort the existing events list, choose
the sort criteria from the sort Event List by radio buttons.
You can sort the list by event date (descending date order) or by event
description (alphabetic by title).
The page will be automatically refreshed when you click a radio button.
If you want to show only past events, click the Past
radio button in the Show Event line.
If you want to show current and future events, leave the Current and
Future radio button selected.
The page will be automatically refreshed when you click a radio button.
Select the New event radio button in the
Functions list and click the OK button to start the create activity
process.
The Create and Modify a Dues Campaign page will be displayed. Most fields
on the page will be blank. The system will populate relevant fields with
default information where possible.
Enter the description (name) of the activity in the
Description text box.
This field is required. This information is displayed on the calendar,
online and on email receipts, and when viewing details of the activity.
Enter the start date of the activity in the Campaign
Begin Date text box.
This field is required. The event will appear on the calendar from the
start date (Begin Date) to the end date (if applicable).
You can optionally use the
pop-up calendar to enter the date.
Enter the end date of the campaign in the End Date text
box.
This field is optional and if left blank will be automatically set to the
start date.
You can optionally use the
pop-up calendar to enter the date.
If there are multiple dues categories for the campaign,
click the Multiple Cost radio button.
This field is optional. It allows you to enter more than one dues record
for the campaign. When you select the Multiple Cost radio button, the page
will refresh with an updated Cost area. There will be two cost lines
displayed. You can use the Add Cost Row button to add another line
for additional dues categories.
Enter the dues category in the Amount field.
This field is optional. If using online event registration and payment,
this is the amount used to determine the dues required per registrant. If
there are multiple costs, enter this field for each row of cost data.
If you are entering multiple dues categories, you must
define the registrant type for the different entries.
If the type of registrant is already listed in the Registrant Type drop-down
list, select the type from the list.
If the type of registrant is not in the drop-down list, select New from the
drop-down list and enter the type in the text box next to the drop-down
list. This will add the new type to the list.
If a discount can be taken for early dues payment,
enter the applied before date in the Early discount applied before text box.
You can optionally use the
pop-up calendar to select the date. This field is optional
If a discount can be taken, enter the discount amount
in the Early Payment Discount text box.
This field is only required if you have entered an Early Discount date.
If you want to apply a late fee for payment after a
certain date, enter the date in the Late Fee applied after text box.
You can optionally use the
pop-up calendar to select the date.
Late fee applied after is the date an additional fee is assessed for dues
payment. If using on-line event registration, costs after this date will
automatically add the Late Fee Amount. This field is optional.
If a late fee applies, enter the amount of the fee in
the Late Fee Amount text box.
This field is only required if you have entered a Late Fee date. The Late
Fee Amount is the additional monetary amount charged if payment is not made
by the Late fee applied after date.
The late fee is always shown as a separate item when view details of the
activity, and within the online and email receipts. The late fee amount is
always applied per registrant for that registration.
If there is further information in another website,
enter the URL of the site in the URL for further info text box.
This field contains a complete URL to other information you want to link to
this event.
The Contact E-mail field is defaulted to your user id.
If you want another member to be responsible for organizing the event, enter
that member�s email address in the Contact E-mail text box.
This field is required and contains the email address for the person
organizing the event. This information appears on the event details page
and in the online and email receipts.
Select the option for publishing the dues campaign from
the Publish To drop-down list.
You can select to display the dues campaign on this organization's calendar
only or affiliate and/or child organizations as well. You can also opt not
to display the dues campaign on any calendar.
If you want the dues campaign link to be displayed in
the banner for the organization, click the On Banner check box.
A checkmark in the check box indicates that the dues campaign will be
displayed in the banner. If the campaign link is displayed on the banner,
the member can simply click the link to start the dues payment process.
. Enter the detail text for the event in the Campaign
Description text box.
The text box displayed for this field will vary depending on the type and
version of Internet Browser you are using. Anyone using a version of
Internet Explorer higher than 5.5 will be able to use Rich Text features for
the description. Please refer to the
Rich Text Editing instructions for more information.
If you are not using Internet Explorer or a lower version, the Campaign
Description field will be a plain text box in which you can simply enter
text. This field is optional.
If you want anyone to be able to pay dues, click the
Anyone radio button. Otherwise, leave the Only Members who have
signed in radio button selected.
When the Anyone radio button is selected, it allows anyone to process
the dues campaign payment.
When the member only radio button is selected, only members of your
organization and other organizations you designate, who have Doubleknot
logon accounts can register on-line. When Only Members who have signed in
is selected, the person is automatically prompted to sign on, if they are
not already, when the attempting to pay dues.
If you do not want to require that people register
individually for this campaign, click the Individual Registrations
checkbox to turn it on.
A checkmark in this checkbox indicates that it is turned on and individual
registrations will not be required.
If you want to allow members to register (make dues
payment for) other members of the organization, click the Register other
members checkbox in the Members May area.
When the Register Other Members checkbox is selected, it allows members of
an organization, who have Doubleknot logon accounts, to register other
members in their organization. This field is optional.
If you want to allow members to register (make dues
payment for) anyone (members and non-members), click the Register Anyone
checkbox in the Members May area.
This field is optional. When the Register Anyone checkbox is selected, it
allows members to complete online registration for others who are not
members of the organization. At the time of registration, the non-member's
name and either their email address or phone number is required.
This option is always allowed when the option allowing anyone to register is
selected.
If you want the email address and/or phone number to be
required for non-member registrations, check the Email address and/or
Telephone number checkboxes.
A checkmark in a checkbox indicates that the requirement is turned on.
These fields are optional.
When users can register non-members, or if anyone is allowed to register,
first and last name is always required per non-member registrant.
Optionally you can specify whether to require phone number, email address or
both per non-member registrant.
These properties are ignored when registrations are not allowed for
non-members.
The Receipt Contact information is defaulted from your
profile. If you are not the contact person for the campaign, enter the
contact person name, address, and telephone number in the Receipt Contact
Info area.
This will default to your information. The fields are required, so if you
are not the person to contact, fill in the proper information
Enter a confirmation message in the Receipt
Confirmation Message text box.
This field is optional. If a message is entered, it will appear in the
online and email receipt information.
If you want a copy of the registrant�s confirmation
email sent to the event contact�s email address as well, click the checkbox
in the Notification area.
This will default the contact�s email address. A checkmark in the checkbox
indicates that the feature is turned on.
When the notification checkbox is checked, a copy of the registrant�s
confirmation email is sent to the Contact Email address for the event. This
is email is sent immediately upon completion of the registration. This
field is optional.
If you are sending a copy of the email confirmation to
the session contact and/or other email addresses, you can change or add
addresses to the Notification text box.
Enter multiple email addresses separate by a comma or semi-colon.
If you do not want the system to prompt a member to
sign on (if not already signed on), click the checkbox for the Sign On
Prompt.
A checkmark in the checkbox indicates that this feature is turned on.
When this is turned on, a member who not logged on and is trying to register
can only register as a non-member.
If you want to be able to test the dues campaign prior
to going �live� on the site, click the Test Mode On radio button.
Please refer to the information at the end of these instructions for using
the
Test Mode
If you are not going to allow online payments, you are through with the entry of the event and can skip to step #40.
If you want online payments allowed for the event,
click the Enable Online Payments for this Activity checkbox.
A checkmark in the box indicates that the feature is turned on.
When the box is checked, payments for the activity can be made on-line when
viewing details of the activity from the calendar. Payments are
automatically added to an account and directly remitted to the organization
as defined by the
Financial Accounts functions.
If you want the registrant to pay the convenience fee
(for processing online payments), click the Payees pay convenience fee
checkbox.
This feature is optional and a checkmark in the box indicates that this
feature is turned on.
When the Registrants Pay Convenience Fee box is checked the payment
processing fee is added to the total purchase amount inclusive of the event
cost, number of registrants, applicable late fees and any additional cost
items when payment is made on-line. The Registrant sees the event cost and
the convenience fee separately. The total cost shown is the sum of the two.
When the Registrants Pay Convenience Fee box is not checked, the payment
processing fee is deducted from the total purchase inclusive of the event
cost, number of registrants, applicable late fees and any additional cost
items and the registrant is not shown the convenience fee.
If you want to force payment online, click the
Require payment online checkbox.
When this box is checked, payment is required. Otherwise, payment is
optional. If payment is not made on-line, the user receives an email
confirmation stating to remit the amount of the registration to the
organization. The address contained in the email is the same address that
appears on the About Us page for the organization.
Select the account to which the online payments should
be deposited from the Deposit Payment into drop-down list.
Money collected via on-line payment processing can be directed into specific
accounts. All organizations have a default General account. The
Financial Accounts function allows the creation of additional accounts,
as well as the viewing of individual payments and requesting of checks.
When online payments for the event are enabled, this field is required.
The Cost Breakdown fields are read-only.
These are automatically calculated amounts that show what is charged to the
credit cardholder for on-line payment processing of a single payment.
If you want to save this event and start another new event, click the Save and Add Another button.
If you want to save this event and return to the Manage Dues Events page, click the Save button.
Tips:
If you need to remove a cost row, make sure it is the last row by moving the data from other rows up, and then remove the amount and all registration data and select Add New as the registrant type for the row you want to remove. The row will be deleted as long as there are no registrations for the session
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