22.28. Donations

Donation Campaigns

The donation campaign allows the clinic to accept credit card donations online. The donation campaign widget can be incorporated into the E-Appointment form when clients submit their requests, use the unique URL widget to embed on your website, or add the link to confirmation/reminder emails.

To use the Donation widget, your clinic MUST be signed up with MP Group for credit card processing and the merchant credentials keyed into E-Payments.

Donation Widget

*A “widget” is like an application or program tool that can be personalized and embedded/added to a website as an independent element.

Example Donation Widget Preview

*Don’t have an MX Merchant account through MP Group? Let’s get your clinic signed up!
If you would like to sign up with MP Group to use the integrated merchant tools, including donations, please send a recent month’s merchant statement to natalie@clinichq.com. Read more about credit card processing HERE.

There are two kinds of Wiedgets that you can create.
1) General Widget – Donations are collected through a widget embedded on your website with an iFrame. Donors can choose one-time or recurring donations.
2) E-Appointment Widget – One-time donations are solicited online through the campaign added to the E-appointment form.

Create a donation campaign widget

1. Go to Settings > Donations
2. Choose where your donation will be solicited: E-appointments or for General use on your website.
3. Click the green +Add button to create a donation campaign.
4. Under the Setup tab fill in the campaign details:

• Campaign Name – your clinic’s internal reference name.
• Headline – the title displayed on the donation widget.
• Description – share what the fundraising is for.
• Grant – choose which funding partnership “pot” the donations should be placed. (If you do not have any donation pots listed here, please follow the instructions to set up a pre-paid funding partnership HERE.)
• Image – click Choose File and upload a thumb-tag picture to be displayed on the widget. Use the picture resize tool to fit the image to the widget.

*TIP: Use heartwarming images to catch the attention of clients and donors.

5. If an E-appointment Widget, confirm the tickbox preferences(on the right) for status and where the widget should appear.
6. Save the Setup

!NOTE! Only one donation campaign can be active on E-Appointments at a time.

Campaign Widget Setup

Thank you Email Setup

*Don’t forget to set up the thank you message. Each campaign must have its own Thank You Email message configured.

7. Under the Thank you E-mail tab, a default email template is available. Edit the message to be specific to your clinic. The donor will receive this email immediately following the submission of the donation.
8. Save any changes to the thank you message.
   
   A thank you email is automatically sent to the donor.

Where can the Donation Campaign Widget be used?
Anywhere! Each campaign has its own unique URL.
E-appointments – in the e-appointment form after the client submits their appointment request, the widget box will appear asking for a donation.
Clinic Website – imbed the widget link on your website with the unique URL provided with each campaign.
Emails – hyperlink text such as “Donate Now” in your reminder emails or newsletters and link the text to your website where the widget was added.

Donation Campaigns and the custom URL link

Adding the Widget to E-appointments

Go to Settings > Donation > E-appointment Donation Widget
Choose which campaign should be used in E-Appointments.
Click Edit on the campaign.
Locate the checkbox options on the right of this page. Select Enable donation in the E-Appointment form.
Save.
Only one campaign can be enabled on E-Appointments at a time.
If the campaign is active the donation widget will immediately be applied to the form.

Read about the donation flow on E-Appointments HERE.

Adding the General Widget to a Website

Clinic HQ provides a unique URL for each donation campaign. This link is ready to use and just requires that your organization add it to their website. You will need to share the link with your website builder.
Go to Settings > Donation > General Donation Widget
Below the custom URL click Select the Value.
Right-click on the highlighted link and Copy (CTRL+C)
Provide the URL to your webmaster.
The exact steps of adding an iFrame will vary for each website platform. Your webmaster will put the iFrame link in a cell in a table within your html page so you can write text above or below it.