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Generating Self-Service Gift and Pledge Sessions

This section lists prerequisites and discusses how to create self-service gift and pledge sessions.

To create self-service gift and pledge sessions, unprocessed, authorized self-service credit card gift or pledge transactions must exist in the system.

Page Name

Definition Name

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Usage

Self Service Giving

AV_RUNCTL_INVLV

select Contributor Relations, then select Session Management, then select Process Sessions, then select Process Self Service Giving

Run the process that moves self-service gifts and pledges into open self-service sessions.

Access the Self Service Giving page.

When you run the AV_INV_SESS process, the system:

  1. Looks at all institutions set up for online giving.

  2. Moves self-service gifts and pledges into open self-service sessions.

You can configure Process Scheduler to run the Self Service Gifts Application Engine process at user-defined intervals. When the process completes, the data is saved and the session remains open.

Note: Due to the nature of credit card transactions, you should set the specified time frame between running the AV_INV_SESS process to no more than 24 hours.

You can also configure the AV_INV_SESS process to notify a particular user (or all users in a particular role) using email of process completion. By transferring the process log on notification, users can know which self-service sessions are open for processing.