Implementation Survey

The following survey will provide our Implementation Team with details necessary to set up your PatronManager account.

Note that the answers you provide do not lock you into a specific configuration, but rather give us an idea of where you're currently at with your operational policies. We understand these things may change throughout the course of your implementation.

This survey should take approx. 15 minutes to complete.

Organization Information

Organization Name

First Name

Last Name

Email

Fundraising & Development

Gift Entry Configuration

What information does your team need to see in order to track and report on donations?

CTRL + select to choose multiple values

You selected "Other" above. Provide additional details here:

Tell us more about what you need to track or report on regarding Restricted or Unrestricted gifts:

What type of fundraising options do you track?

CTRL + select to choose multiple values

You selected "Other" above. Provide additional details here:

If a patron receives soft credit for a donation, should that donation be included in their annual giving totals?

How do you process Recurring Donations?

Internal Notifications Preferences

Donation Administrator Name

The Donation Administrator is the individual at your organization that will receive emails when a new online donation is received. This person is usually in charge of making sure online donations are added to the database correctly. This must be a user in the system, so please designate someone who will have login access to PatronManager.

Outbound Communication Preferences

From which email address would you like your donors to receive confirmation emails?

Please note: This must be a current and valid email address. Due to Gmail security policies being incompatible with aspects of Salesforce.com, email addresses ending with @gmail.com may not be utilized for the email from which your patrons receive their confirmation emails.

Display Name

This is the name that will appear in a patron's inbox.

Events & Ticketing

Configuration

Do you charge an Order Fee on single ticket orders?

Please provide details about your Order Fees:

If you charge different Order Fees depending on the type of order (e.g. if there are different Payment Methods or Order Origins), please indicate those fees here and how they are applied.

Do you charge Item Fees on single ticket orders?

Please provide details about your Item Fees:

E.g. For every ticket purchased there is a $1.00 fee that applies to each individual item.

Do you have a Group Sales option?

Do you accept payment for Group Sales to be made in installments, or are orders always paid in full in a single payment?

Do you charge a fee for any delivery methods?

Available Delivery Methods in PatronManager are Email (Mobile), Ship, Will Call, and Walkup.

Please provide details of how much you charge for any delivery methods that apply.

Outbound Communication Preferences

From which email address would you like your patrons to receive confirmation emails?

Please note: This must be a current and valid email address. Due to Gmail security policies being incompatible with aspects of Salesforce.com, email addresses ending with @gmail.com may not be utilized for the email from which your patrons receive their confirmation emails.

Display Name

This is the name that will appear in a patron's inbox.

Other Information

Is there anything else you'd like to add about your operations that we should be aware of during your PatronManager configuration?