Generating Self-Service Gift and Pledge Sessions

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

Prerequisites

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

Page Used to Generate Self-Service Gift and Pledge Sessions

Page Name Definition Name Navigation Usage

Self Service Giving

AV_RUNCTL_INVLV

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

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

Creating Self-Service Gift and Pledge Sessions (AV_INV_SESS)

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.