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Suggested Donations on Your PTS: https://help.pm.leapevent.tech/a/1023726
Asking for a donation during the purchasing process on your public ticketing site (PTS) is an extremely effective way to bring in additional donations.
In PatronManager, you can suggest a fixed donation (e.g. always $10) or a percentage of the ticket order. You've can also choose when in the purchasing process you'd like to ask your patrons for a donation.
In this article, we'll show you how to:
- Decide between full page or in-line suggested donations
- Add/update that suggested donation to your public ticketing site
- Remove your suggested donation ask
We'll also cover some common Frequently Asked Questions. Let's go!
1. Decide between full page or in-line suggested donations
You've got two options for how to present your ask, and they look pretty different.
No matter which option you choose, you'll still be able to choose be able to ask for percentage of the ticket order or a constant amount.
We definitely recommend the full page option - you make the biggest impact, and many of our clients have found success with it!
Option 1: Full page donation ask
As a step in the purchasing path, you'll have your patrons' full attention. You can also add text, images, video, and/or audio to make the strongest ask possible.
Option 2: In-line donation ask
If you don't want a separate page, you don't have to. This option utilizes a single text field in the screen where a patrons fills out their contact information.
2. Add/update the suggested donation on your public ticketing site
How you proceed depends on which option you want to use - full page or in-line.
The central Donation landing page settings are in PatronTicket settings; there, you'll set your suggested donation amount and add your Donation Call to Action header and content.
2.1. Decide what donation amount and type you'd like to suggest
There are two types of suggested donations to choose from:
- Fixed: suggest the same donation amount every time, to every patron ($5.00, for example)
- Percentage: suggest a donation equal to a percentage of the order (10% of the order total, for example). Note that the system will always round up to the nearest multiple of $5.00 when calculating percentage donation suggestions.
Have another suggested donation option you'd like to see? Submit a Product Idea!
2.2. Made your choice? OK, go to the PatronTicket Hub via the app launcher
2.3. Click into PatronTicket Settings
2.4. Click "Edit"
2.5. Scroll down to the Public Site Settigns
2.6. Find the "Public Ticket Donation Label" field and fill in these fields as follows:
- Public Ticket Donation Label: personalize your ask with a short message that will appear above the donation amount field.
- Suggested Donation Amount: how much you're asking your patron to donate
-
Suggested Donation Type: controls what the Amount is asking for:
- Flat asks for a constant dollar amount, e.g. $10
- Percentage asks for a percentage of the order total, e.g. 10%
- Donation Call to Action Header: add a header message, e.g. "We need your help!"
-
Donation Call to Action: A rich text field, so you've got lots of options:
- Formatted text
- Images (see below for additional instructions)
- Embedded video from YouTube or Vimeo (see below for additional instructions)
- Embedded audio from Spotify, Bandcamp, Soundcloud and Apple Music (see below for additional instructions)
2.6.1. First, make sure you've got the image you need
Image recommendations:
- PNG format
- At least 730 pixels wide and any height
2.6.2. Ready? OK, go back to Salesforce Classic
Why Classic?
We need to put the image in the Documents tab, but that doesn't exist in Lightning yet.
2.6.3. Click the "+" sign
2.6.4. Find and click Documents
2.6.5. Set the picklist to "Shared Images" and click Go
2.6.6. Click New
2.6.7. Fill out the form as follows, then click "Choose File"
- Document Name: something like "PTS Donation Page - [description]"
- Externally Available Image: checked
- Folder should already read Shared Documents
- Description: enter something to help people who stumble across it know it's important
- Keywords: something like "PTS Donation Page" should do it
- Click Choose File
2.6.8. Find your image on your computer
2.6.9. Now click Save
2.6.10. Right click your image and click "Copy Image Location", then paste this into a text editor for safe keeping
We're gonna use this link in just one second! It should look something like this:
https://[YOUR-ORG-DOMAIN]--c.na54.content.force.com/servlet/servlet.ImageServer?id=0150a000003xQAi&oid=00D0a000002VbKK&lastMod=1592269591000
2.6.11. Got your image's link? OK, switch back to Lightning Experience
2.6.12. Head to the PatronTicket Hub
2.6.13. Go to PatronTicket Settings
2.6.14. Click Edit
2.6.15. Scroll down and find the Public Site Settings section
2.6.16. Find the Donation Call to Action field; click where you want the image to go, then click the image icon
It's a happy little tree!
2.6.17. Fill out the pop-up form with your image's URL (the one you just copied from the Documents tab in Classic), give your image a description, then click Insert
Once you paste the URL in, you'll see a preview of it in the pop-up.
2.6.18. You're done - make sure all the other fields look good
Here's a link back up to the description of the other PTS Donation fields.
2.6.1. First, go to the video/audio you want to embed
In this example, we're using a YouTube video, but the recommended video/audio embed codes all work similarly. Here are your options:
- Video: Embed code from YouTube or Vimeo
- Audio: Embed code from Spotify, Bandcamp, Soundcloud or Apple Music
2.6.2. Got your embed code? OK, head to the PatronTicket Hub
2.6.3. Go to PatronTicket Settings
2.6.4. Click Edit
2.6.5. Scroll down and find the Public Site Settings section
2.6.6. Scroll down to the the Donation Call to Action field and click the HTML button
2.6.7. In the pop-up window, insert your embed code where you'd like the video to appear, then click Update
2.6.8. You're done - make sure all the other fields look good
Here's a link back up to the description of the other PTS Donation fields.
2.7. When you're done, scroll up to the top and click Save
2.8. Your PTS now has a Donation landing page during checkout!
Always a good idea to go run through a test ticket order to make sure everything looks good.
1. Decide what donation amount and type you'd like to suggest
There are two types of suggested donations to choose from:
- Fixed: suggest the same donation amount every time, to every patron ($5.00, for example)
- Percentage: suggest a donation equal to a percentage of the order (10% of the order total, for example). Note that the system will always round up to the nearest multiple of $5.00 when calculating percentage donation suggestions.
2. Made your decision? OK, go to the PatronTicket Hub via the app launcher
3. Search for and click on PatronTicket Settings
4. Click "Edit"
5. Scroll down to the Public Site Settings section
6. Scroll down to the the "Public Donation Label" field, then fill out the following fields as follows:
- Public Ticket Donation Label: personalize your ask with a short message that will appear above the donation amount field.
- Suggested Donation Amount: how much you're asking your patron to donate
-
Suggested Donation Type: controls what the Amount is asking for:
- Flat asks for a constant dollar amount, e.g. $10
- Percentage asks for a percentage of the order total, e.g. 10%
7. Make sure the other two Donation fields are blank
"Donation Call to Action" and "Donation Header" need to be blank:
8. Scroll up and click Save
9. All done! The suggested donation prompt will appear during checkout
3. How to remove your suggested donation ask from your public ticketing site
If, down the road, you decide you don't want to ask for a donation, you can always remove it.
3.1. Go to the PatronTicket Hub via the App Launcher
3.2. Click on PatronTicket Settings
3.3. Click "Edit"
3.4. Scroll down to the Public Site Settings section
3.5. Scroll down to the "Public Ticket Donation Label" field, then clear out all of these fields completely:
3.6. When you're done, scroll up and click Save
Frequently Asked Questions (FAQ)
No, you cannot. This is because carts can have tickets from many Ticketable Events - if your client is buying a ticket for Hamlet and also Romeo and Juliet, which specific donation landing page should be displayed?