Admin > Employee Application Configuration > Proposal Types > New Proposal Type
- Choose from the list of proposal type templates to create your program
- Enter a Name
- Click Create button.
- Repeat for all programs needed.
Available Proposal Type Templates:
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CA Donate Now Via Credit Card & Request Match: Collect Credit Card Donations to Canadian Orgs
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CA Request a Match for a Previous Donation: Request a Company Match for funds donated outside of the donor portal in CAD
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CA Credit Card Match: Paired with CA Donate Now Via Credit Card & Request Match. Will automatically generate company funded matches for donations meeting match criteria.
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US Donate Now Via Credit Card & Request Match: Collect Credit Card Donations to US Orgs
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Sign Up: Registration for Volunteer Opportunities
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US Credit Card Match: Paired with US Donate Now Via Credit Card & Request Match. Will automatically generate company funded matches for donations meeting match criteria.
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Payroll Match: Paired with One-Time Payroll Deduction and/or Recurring Payroll Deduction. Will generate company funded matches for Payroll Donations meeting match criteria.
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Dollars for Doers: A volunteerism grant linked to a Log Hours proposal type
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Event Creation: Create Volunteer Events. Must be linked to a Sign Up and Log Hours proposal type.
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Log Hours: Log hours volunteered
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One-Time Payroll Deduction: Payroll Deduction
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Recurring Payroll Deduction: Payroll Deduction
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US Request a Match for a Previous Donation: Request a Company Match for funds donated outside of the donor portal in USD
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Special Initiative Offline Donation: Request a Company Match for funds donated outside of the donor portal. Donation must meet criteria for the Initiative (Disaster Relief or Special Campaign)
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Special Initiative Credit Card Donation: Collect Credit Card Donations to nonprofits associated with the special initiative.
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Special Initiative Credit Card Match: Paired with Special Initiative Credit Card Donation. Will automatically generate company funded matches for donations meeting match criteria.
Configure each proposal to include specific program details
- Admin > Employee Application Configuration > Proposal Types > View Proposal Types
- Click the link to edit a proposal
- Select the appropriate Donor Portal Page and match to the appropriate portal page. The page is where a donor will be taken when they complete their transaction and click on "Return to Home"
- Enter Program Administrator - Used for the sender's email address
- Enter Program Support User - "Generic Client Name"set to the support user and add the email address for emailing support
