Donation
The redhen_donation module provides a UI for the simple creation of single-page Donation forms integrated with Drupal Commerce.
Configuration: admin/structure/redhen/donation_types
Details
Donation Pages are modeled after the Entity Registration module, so if you have used that module this description will sound familiar. A Donation Page can be created by adding a "Donation" field to any type of Drupal Content (a Node, for example). Once this is done, a form will be presented on that Node when it is displayed, asking all the questions needed to process a Donation transaction through Drupal Commerce, and any additional fields you wish to include. The form, once submitted, will both process the Donation transaction and create or update a RedHen Contact based on your configuration and the completed form fields.
You can create myriad Donation Pages on your system with very distinct configurations, as desired. If your payment processor is up to snuff, you can also process recurring donations automatically. This module is specifically targeted at the needs of nonprofit organizations looking for a simple way to accept donations without putting their donors through the rigamarole of a full cart check-out process. Although there are a lot of steps to get it configured, it is relatively simple, especially if you have a working Drupal Commerce installation.
Installation Notes
You will need to have a working Commerce installation to use the module. In addition, if you wish to use the recurring donation functionality, the following patches are needed to Commerce Card on File (2.0-beta4) and Commerce Recurring (dev release from March 2014):
- Commerce Recurring: allow custom order types- https://drupal.org/node/2273443
- Commerce Recurring: allow price alterations- https://drupal.org/node/2263371
- Commerce Card on File: payment verification- https://drupal.org/node/2275263
Donation Types
In order to create Donation Pages, you start by creating Donation Types. These are field-able bundles, and any fields added to the Donation Type will become fields on the actual donation form completed by the site visitor. Each Donation Type also has the following settings:
- Label: Identifier for this Donation Type.
- Contact Type: The type of RedHen Contact to create when processing a donation, if no matching Contact is found based on the provided email address.
- Update Contact Fields: If a matching Contact is found, should the Donation Form's contact field values (Address, etc) be used to update the Contact. (If checked, this can overwrite the existing values in your RedHen CRM for donor Contacts.)
- One Time Product Type: The Commerce Product Type for non-recurring Donations generated by this Donation Type.
- Order Type: The Commerce Order type to create when processing a Donation. (Only displays if more than one Order Type is configured on your system.)
- Line Item Type: The type of Line Item to create for the Donation. (Only displays if more than one Line Item Type is configured on your system.)
Note that the Fields on your Donation Type should be data specific to your Donations, not to your Contacts. If you want to ask for information about your RedHen Contacts, create those fields on your Contact Record Type: you'll be able to add those fields to the Donation Form at a different point in the process.
Donation Page Creation
To allow an Entity Bundle (usually a Content Type) to be used as a Donation Page, simply add & configure a "Donation" field to the Bundle. Any Entity you create of this Bundle Type can be made to include a Donation Page by selecting a value for this field and configuring the Donation as follows:
- Select a valid Donation Type for your Donation Field on your Node.
- Save your Node, and visit it.
- Next to the Node’s “Edit” tab, you should see a “Manage Donations” tab. Click it.
- Click the “Settings” sub-tab and configure the Donation Page settings:
- “Enable” - Check to enable the Donation.
- “Scheduling” - Configure dates to automatically enable/disable Donations on this page.
- “Confirmation Page” - Enter a page to direct users to after they complete their donations.
- “Donation Entry” - Select the form element for entering a donation amount.
- “Minimum Donation” and “Maximum Donation” - Restrict the donation amounts by scale.
- “RedHen Field Selector” - This will list all the non-address fields on your RedHen Contact Type as checkboxes. Check the boxes to add those fields to your Donation form in the Contact area, allowing you to gather additional data for the creation & updating of RedHen Contacts. (Note that if a Contact of a different type than the default for this donation is updated this way, these fields may not exist on that Contact type and won’t be updated. Overlapping fields WILL be updated.)
- “One Time Product” & “Recurring Product” - Select the Product Type to create when processing donations.
- “Billing Profile Syncing Field” - The field on the RedHen Contact to sync with the Billing Address data provided for the Donation.
- “Payment Methods” - Select your Commerce Payment Method, and the appropriate currency for that payment method. If you want to provide multiple-currency ready Donation Forms, you can add multiple Payment Methods to this field, and the users will be allowed to select which payment method to use while making donations.
- Save your settings
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