Donation Setup

UltraCamp (New)

Donation Categories

Donation Categories provide heading and information text as well as help organize donation items for reporting purposes. 

Find Donation Categories by following these steps:

1.  Go to the Mega Menu and expand the Templates section.
2. Click on Donation Categories.

UltraCamp will display existing donation categories along with summary details. 

• Only enabled categories display by default. You can view inactive categories by checking the box to Show disabled items. 

Create and Edit Donation Categories

To create a new Donation Category or edit an existing one, take the following steps:

1. Click the button to create a NEW donation category or click on an existing category to edit it.
2. Enter a Name for the category.
3. [Optional] Enter Description text.
4. Select a Presentation Format.
   • Select Each option on its own line to show all donation options at the same time.
   • Select All options in a single drop down to make your donors select a single option at a time.
5. [Optional] Enter a Display Rank if you wish to override the alphanumeric default.
6. [Optional] Select an Allocation Account for more granular financial tracking.
7. [Optional] Toggle Allow Pledges ON to let clients pledge to items in this category rather than immediately paying for a donation.
8. The Enabled setting is toggled ON by default. Only change this if you wish to deactivate this category and all donation options in it.
9. Click the button to SAVE your changes.

Create and Edit Donation Templates

Donation Templates offer donors the ability to make a donation. Donation Templates can be set to allow a variety of scenarios within a single donation category. 

Find Donation Templates by following these steps:

1. Go to the Mega Menu and expand the Templates section.
2. Click on Donation Templates.

UltraCamp will display existing donation categories along with summary details. 

• Only enabled categories display by default. You can view inactive categories by unchecking the box to Only display active donation templates.
• Click the  icon to make a template inactive. It will be deleted if there are no donations associated with it.

To create a new donation template or edit an existing one, take the following steps:

1. Click the button to Create a New donation template or click on an existing one to edit it.
2. Select a Category from the dropdown menu.
3. Enter a Name for the template. This will be displayed to clients and show on their receipts and statements.
4. [Optional] Enter Description text. This will display to the public with the donation Name.
5. [Optional] Enter Suggested Donation Amounts in the field provided.
   • Enter suggested values separated by commas (e.g. 25, 50, 100).
   • Do not use currency icons.
   • A field for clients to enter a custom donation amount will always be displayed.
6. [Optional] Enter a Display Rank to override the default alphanumeric sort.
7. [Optional] Select an Allocation Account for more granular financial tracking.
8. [Optional] Toggle this setting ON to Allow Comments from Donors to be added to their donation.
9. [Optional] Toggle this setting ON if you want to Show comments on donation receipt communication sent to your clients.
10. Toggle Display to Public ON if you want clients to be able access this donation.
11. The Enabled setting is toggled ON by default. Only toggle this OFF to remove this discount as an option administratively and publicly.
12. Click the button to SAVE your changes.