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How Do I Use The Virtual Terminal?

Stephanie Larsen
  • Updated
The Virtual Terminal (VT) interface in RaiseDonors allows an admin to give a donation on behalf of a donor. This terminal will be a powerful feature for call centers or any admin that needs to complete a donation on behalf of a donor. 
 

Overview

A quick overview of the process: 
  • First, admins will be able to do a quick search to find an existing donor. 
    • If the donor is new, an admin can "add a new donor" in the process as well.
  • The second step is searching for an existing donation page for the donor to make their gift. 
  • The last step is to go to the donation page.  It will be pre-populated with all of the donor's contact information.  At that point the admin can input the payment information provided by the donor to complete the donation.   

Setup

Log into RaiseDonors and go to Account Settings -> Virtual Terminal. 
  • Enable or Disable the feature
    • Enabling the feature inserts “Virtual Terminal” into the top navigation
    • Disabling removes it from the top navigation.
  • Custom Parameters
    • You may wish to always include various URL parameters when a virtual terminal donation is attempted. This may be useful for Google Analytics or perhaps you have a third-party integration leveraging JavaScript that can read parameters from the URL.
    • Examples may include:
      • CALL_CENTER_VENDOR={your vendor name}
      • UTM CODES
    • Three specific parameters will be automatically included during the donation process:
      • REPLACE_ADMIN_FNAME = the first name of the admin/call center operator 
      • REPLACE_ADMIN_LNAME = the last name of the admin/call center operator
      • REPLACE_ADMIN_EMAIL = the email address of the admin/call center operator
  • Welcome Content
    • This is optional content that you may provide which is displayed on the Virtual Terminal landing page for all admins to view. It is not configurable per admin.

      Common uses include:
      • A welcome script to read when taking a phone call
      • Links out to FAQ's
      • Links to third-party systems