Organization Preferences

Created by Emilie Macke, Modified on Mon, 19 Feb 2024 at 03:23 PM by Emilie Macke

Next we explore your general organization preferences.  There are a number of preferences listed here, just remember you only need to set these up once.  But it's important to set these up properly so let's unpack one at a time.  

  • General Settings - items related to your organization profile

    • Time Zone - set your organization time zone.  This is how the system knows when to shut down registrations and automate other system mechanics.  

    • Default tab on member modal - when you click on a user from your member database you will see a member modal displayed.  Choose which module you would like to see by default.  If you're not sure then click trips or notes.

    • Default questions to template - choose if you would like to default all new questions to template questions for your organization (if you do not know what a Template Questions is please read up on these, they are super important!).

    • Make phone number required on user profile - selecting this will require users to enter their phone number when creating or updating their profile. 

  • Checkout Phone Number - choose whether you want to request a phone number when someone makes a donation or payment. 

  • Short Term Opportunity Settings - these are settings as relate to your short term trips.  

    • Which trips to display - choose which trips to display on your opportunity page (just your organization or your organization + your partners)

    • Fundraising

      • Hide donor name from event admins - here you can choose to not allow your event admins to see donors who give to your trip participants.  Some organizations do not want event admins knowing how much donors are giving to individuals.

      • Hide individual donation amounts from trip participants (on registration page and emails) - this feature allows you to not show donation amount (though donor is still displayed).  Some organizations do not want trip participants to know how much each donor is giving them. 

      • Hide fundraising progress on personal fundraising page - this is essentially to allow for "over-fundraising".  When you turn this off then there is no fundraising progress bar so donors have no idea when goal is met.  Some organizations prefer to not show donors this progress bar.

      • Organization to absorb credit card fees.  

        • A note about using Stripe and recognizing the processing fees that Stripe imposes:


        • Stripe charges 2.9% + $.30 per transaction. If a donor chooses to donate $100, the participant will only be credited $96.80 (although the donor donated $100; 100x.029= 2.9+.3=3.2, 100-3.2= $96.8).

          • There are options on how to work around the transaction fee to ensure that a trip is fully funded.
            1. Organizations have the option to absorb these credit card fees. 
              1. Under “Organization Preferences” ensure that the box is checked by “Organization will absorb credit card processing fee?" This feature allows the organization to absorb all fees that are associated with their participants fundraising for opportunities. 
            2. Adjust the fundraising goal for participants (and choose not to absorb the credit card fees); this can be done for every participant or per individual participant as needed. For instance, if a participant fundraising goal is $100, make the goal $105 to ensure that the 2.9% + .30 per transaction is balanced out. 
            3. “Credit” the user with a balance by putting in a manual transaction for the fees (once donations begin flowing in).
            4. NOTE-If you are a nonprofit, you may be eligible to receive a discount on the fees Stripe imposes. Fee discount for nonprofit organizations : Stripe: Help & Support 
        • Treat application fees as donations - this gives the organization the ability to choose if an application fee is considered a donation or not.
        • Enable recuring donations on opportunities - this gives the organization the ability to choose if they would like to allow donors to make recurring donations or not.
        • Show donor contact information to opportunity participants - choose what information you would like your participants to be able to view on donors. NOTE- anonymous donors information will remain hidden no matter the selection. 
        • CC all household members for emails to minors - this sends a copy of all emails sent to members who are minors in household accounts.  
        • Ignore 18 year age limit when including Parent/Guardian Email - this is often checked when there are High School Seniors that you are working with whose parents would like to continue being sent communications (the system defaults to not send a Parent/Guardian Email to any participant 18 years of age and older).
        • Notification for events - this generates an email notification when someone registers for an event.
      • Donation Help text - This text appears at the top of the donation page for our organization and opportunities. We see organizations utilizing this field to give clarity to their donation terms and conditions.  For example, many organizations want to note that a donation to a person is really a donation to the organization and that the organization reserves the right to do as they please with the donation once made.  This text is displayed on both the donation page (where the donor enters their credit card information and makes the donation) and the email confirmation. In addition to donation help and legal text, you have the ability to edit the automated email communication that goes out to donors. Read more about Automated Donation Emails here. 
      • Donation Legal Text - Optionally, enter text that you want to appear at the bottom of the donor impact report. 
      • Groups - settings for your small groups.
        • Enabled Small Groups

        • Enable simple group registration - Simple group registration allows people to join groups without creating a full account. 

        • Curriculum filter - this gives organizations the ability to choose how to manage their curriculum

        • Starting new groups - allows users to create their own small groups (turn off if you want to control which go live)

        • Groups Search

          • Hide life stages from search

          • Hide age groups from search

          • Hide gender from search

        • Tracks

          • Which tracks do you want to show on your organization tracks page (just your organization or your organization + your partners)

        • Map Settings

          • Show map in menu

          • Show partner points on your map - if this is enabled for your organization

        • Advanced

          • Optionally you can enter HTML code from Google Analytics or another tracking tool to run site analytics.  

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