eTapestry Do-It-Yourself Forms Guide

Contents

eTapestry

Do-It-Yourself Forms

Blackbaud Payment Service (BBPS) and Blackbaud Merchant Services (BBMS)

Link your BBMS Account to your eTapestry Database 7

Make a Test Donation 8

Reset your BBPS or BBMS Password 8

Blackbaud Merchant Services (BBMS) Web Portal 8

Reconcile BBMS Transactions 9

Run Disbursement Report from the BBMS Portal 9

Query Transactions Processed through BBMS in eTapestry 10

Run BBMS Transaction Report in eTapestry 10

Set Up Confirmation Email Template

Set Up User-Defined Fields

Required User-Defined Fields 16

Set Up Funds, Campaigns, and Approaches

Funds 17

Campaigns 18

Approaches 19

Create DIY Forms

Event Registration Page 22

Advanced Security 32

Hidden Fields 33

Edit Do It Yourself Online Forms

Edit Do It Yourself Online Form Configuration Settings 34

Edit Do It Yourself Online Form Design 34

Save and Publish Do It Yourself Online Forms

Embed Do It Yourself Online Forms

Manage Do It Yourself Online Forms

Do-It-Yourself Forms

Blackbaud Payment Service (BBPS) and Blackbaud Merchant Services (BBMS) 6

Link your BBMS Account to your eTapestry Database 7

Make a Test Donation 8

Reset your BBPS or BBMS Password 8

Blackbaud Merchant Services (BBMS) Web Portal 8

Reconcile BBMS Transactions 9

Run Disbursement Report from the BBMS Portal 9

Query Transactions Processed through BBMS in eTapestry 10

Run BBMS Transaction Report in eTapestry 10

Set Up Confirmation Email Template 11

Set Up User-Defined Fields 13

Required User-Defined Fields 16

Set Up Funds, Campaigns, and Approaches 17

Funds 17

Campaigns 18

Approaches 19

Create DIY Forms 20

Event Registration Page 22

Advanced Security 32

Hidden Fields 33

Edit Do It Yourself Online Forms 33

Edit Do It Yourself Online Form Configuration Settings 34

Edit Do It Yourself Online Form Design 34

Save and Publish Do It Yourself Online Forms 35

Embed Do It Yourself Online Forms 35

Manage Do It Yourself Online Forms 36

Do-It-Yourself (DIY) forms are useful for online giving, event registrations, volunteer registrations,

membership, and email signups. These are called DIY forms because you can do everything yourself from

set up, design, edit, and then publish. eTapestry has five types of online forms.

• Online Giving Page: This form allows your page visitors to make one-time and recurring donations.

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• Event Registration Page: This form allows your page visitors to register for an event.

• Membership Signup Page: This form allows your page visitors to purchase memberships.

• Contact Page: This form allows your page visitors to sign up to receive regular communications

from you. This form cannot accept payments.

• Volunteer Page: This form allows your page visitors to register to volunteer with your organization.

This form cannot accept payments.

eTapestry provides form templates for you to configure with a similar look and feel to your website.

For an overview of DIY forms, you can review a graphical overview of the functionality. Before you create

and publish your forms, consider a few steps to make the process faster and easier.

It is possible that some of these steps are currently complete for your organization. For example, if you

receive credit card and debit card donations, you already have a payment processor.

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Blackbaud Payment Service (BBPS) and Blackbaud

Merchant Services (BBMS)

Blackbaud Payment Service (BBPS) is Blackbaud's solution for secure credit/debit card storage. All credit

cards in your Blackbaud products are stored in our secure servers at BBPS. This protects the donor's

personal information as well as the user from any liability.

BBPS is required by all Blackbaud products to either process or store credit card information. BBPS

enables Blackbaud software to adhere to the PCI-DSS security standards of major credit card companies.

Blackbaud Merchant Services (BBMS) is a merchant account available to use with your Blackbaud

products. Merchant accounts are responsible for actually processing the credit card transactions and

depositing the funds into your bank account.

BBMS also gives you an online portal where you can run reports, refund transactions, and manage

chargebacks.

Set Up Blackbaud Payment Service (BBPS) and Blackbaud Merchant Services (BBMS)

1. Go to https://bbmsmerchant.blackbaud.com to access the Blackbaud Merchant Services portal.

In the Site IDfield, enter your organization's Blackbaud site ID.

In the Email field, enter your email address. To set up an account, you must be Blackbaud's

primary contact at your organization.

2. Click Next. The Address screen appears.

3. Verify that the information on the screen correctly identifies your organization. If the information is

correct, click Next. The Terms and Conditions screen appears.

4. Review Blackbaud Payment Service's terms and conditions. Select I accept the terms and click

Next. The Blackbaud Payment Service Login screen appears.

5. Create a user name and password for BBPS. You will need these credentials to link BBPS to your

eTapestry database, so retain this information for your records.

6. Click Next. The Bank Deposit screen appears.

7. In this screen, review payment terms and enter bank information.

DO-IT-YOURSELF FORMS 6

Review the agreement for direct deposits and select I accept the terms.

Enter the information for the bank account where you want to receive payments. Enter the

country, currency, bank name, routing and account number, and account type.

In the EIN field, enter you organization's tax identification number. This might be an EIN,

CAR, TIN, or ITIN number.

In the Account Holder field, enter the name on the account associated with the tax

identification number.

Note: Disbursements are automatically deposited into the bank account you indicate, normally

on a weekly basis. You can consult the disbursement schedule in this Knowledgebase solution.

8. Click Next. The Statement Descriptor screen appears.

9. In this screen, enter the information that appears on a donor's credit card statements for

transactions with your organization.

In the Name field, enter up to 18 characters describing the transaction. We recommend that

you enter the name of your organization or an abbreviation if it does not fit.

In the Phone number field, enter a number donors can call if they have questions about

their transaction.

10. Click Next. The Blackbaud Merchant Services Login screen appears.

11. Create a user name and password for BBMS. You will need these credentials to link BBMS to your

eTapestry database, so retain this information for your records.

12. Click Submit to create your account.

Link your BBPS Account to your eTapestry Database

1. From Management, click My Organization. The My Organization screen appears.

2. Click the Preferences tab.

3. In the Preferences tile, enter your BBPS credentials.

In the BBPS UserName field, enter the user name you set up for BBPS.

In the BBPS Password field, enter the password you set up for BBPS.

4. Click Save And.

Link your BBMS Account to your eTapestry

Database

1. From Management, click My Organization. The My Organization screen appears.

2. Click eCommerce.

3. Under Tasks, click Add BBMS Processor.

4. If this is the default processor to use, select Default.

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Enter your BBMS account credentials.

5. If you want to process direct debits (ACH/EFT) from donors who provide bank routing information,

select Supports EFT. Donors can make recurring or one-time gifts.

Tip: Be aware that ACH only supports the United States dollar. If you process transactions using

another currency, do not select this option.

Note: When you use BBMS, direct debits do not process in real time. These transactions are

processed in bulk one time each day for seven days. When transactions do not process

successfully within seven days, eTapestry automatically generates a gift reversal.

6. Click Save.

Make a Test Donation

After you set up a processor, we recommend you make a test donation to make sure everything is

working correctly. If you have an online donation page, the easiest test is to make a $2 test donation

through the form.

If you do not use online donation forms, select a record in your database such as a staff member and add

a $2 gift. When you save the gift, select "Process Transaction" from the Save And menu and click Save

And.

After you complete either test, verify that the donation appears correctly in your database and in the

BBMS web portal. For more information, refer to Blackbaud Merchant Services (BBMS) Web Portal on

page 8.

Reset your BBPS or BBMS Password

For your security, only your organization's primary contacts and site administrators can reset BBPS and

BBMS passwords through Blackbaud.com.

For details about resetting your password, refer to this Knowledgebase solution.

Note: You must update your passwords in eTapestry after you reset your BBPS or BBMS passwords. For

more information, refer to Link your BBPS Account to your eTapestry Database on page 7 and Link your

BBMS Account to your eTapestry Database on page 7.

Blackbaud Merchant Services (BBMS) Web Portal

After you set up your BBMS account, you must log into the web portal in order to be able to issue

refunds and verify that all your settings are correct. We recommend that you log in as soon as you

complete your setup.

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Log into BBMS Web Portal

1. Go to https://bbms.blackbaud.com. The login screen appears.

2. Enter your BBMS username and password. This is the second set of credentials you created during

setup.

3. From Account Management, click Disbursement information to verify that your bank account

and contact information is accurate.

4. From Account Management, click Account configurations.

5. Enter your BBPS credentials. This is the first set of credentials you created during setup. Entering

these credentials allows you to issue refunds if necessary.

6. If you created a test transaction, from Transactions, click Transaction search. A search screen

appears.

7. Search for an verify your test transaction.

Reconcile BBMS Transactions

You can reconcile transaction in BBMS with the transactions tracked in your database. To reconcile,

follow these steps.

1. Run the disbursement report from the BBMS web portal.

2. Query the transactions processed through BBMS in eTapestry.

3. Run a report in eTapestry.

4. Compare both reports.

Run Disbursement Report from the BBMS Portal

1. Log into the BBMS web portal at https://bbms.blackbaud.com.

2. Under Reports, click Disbursement.

3. Click the disbursement you want to export.

4. To see a PDF of the report, click Reports and select "Detail." To download an Excel file of the

report, click Export and select "Detail."

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Query Transactions Processed through BBMS in

eTapestry

1. From Queries, click Manage Queries.

2. Select the BBMS query category. If you do not have one, under Tasks, click New Category to

create it.

3. Under Tasks, click New Query. The Create a New Query screen appears.

4. In the Query Basics section, use the disbursement date on your disbursement report to name your

query. For example, if the date on the disbursement report is January 15, 2013, name your query

"2013-01-15 Disbursement."

5. In the Starting Criteria section, set the category and query to Base - All Constituents.

6. In the Results section, set the Data Return Type to Journal Entries.

7. In the Criteria Options section, select Match each criteria.

8. From the Browse Fields tab, select Commonly Used Fields in the menu.

9. Click Journal Entry Date. Set Range Type to Custom Range and enter the date range listed on

your disbursement report.

10. From the Browse Fields tab, select Journal in the menu.

11. Click Transaction Processors and select your BBMS processor.

12. Click Save And.

Run BBMS Transaction Report in eTapestry

1. From Reports, click Manage Reports.

2. Select the BBMS Reports category. If you do not have one, under Tasks, click New Category to

create it.

Create a category called "BBMS Reports."Click Save Category under Tasks.

3. From the BBMS Reports category, click New Report. The Create a New Report page appears.

4. In the Report Basics section, name the report "BBMS Reconciliation Report."

5. In the Group Results section, select a grouping option from the Group by field. Grouping options

enable you to place accounts or entries that share a common value together. You can also elect to

show totals for each group or collapse each group into a single line.

6. In the Report Columns section, select Gift Type Fields under the Browse Fields tab.

7. Click Credit/Debit Card Number and Credit/Debit Card Type. You can arrange the columns by

dragging them. We recommend you arrange columns in the following order:

Date

Credit/Debit Card Type

Account Name

DO-IT-YOURSELF FORMS 10

Credit/Debit Card Number

Received

8. Click on the dots icon next to the Date column and change the sort order to ascending.

9. Under Tasks, click Save and Run.

10. In the Query section, select the query you built for the time frame you want to reconcile.

11. In the Delivery Options section, select how to display the results of the report in the Report

Format menu.

12. Click Submit to run the report.

Set Up Confirmation Email Template

When a constituent completes an online form, you can choose to send them an automatic email

confirmation. You can also choose whether you want to get an email confirmation yourself that a visitor

completed the form.

The email you get yourself is standard, but the one you send to your constituents uses an email template

you select. Before you create your forms, you should set up the template you want to use. A custom

template can be reassuring to constituents, because it confirms that their information was received and

gives you a chance to thank them in a familiar way, especially if you include your logo or other touches

that identify your organization in a way they recognize.

Create a Communication Template

1. From Communications, click Manage Communications. The Communication Categories page

appears.

2. Click the Email Templates category to select it.

3. Under Tasks, click New Email or Document Template. The Communication Template Wizard

appears.

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4. On Step 1, enter the basic information for your template.

In the Name field, enter a unique name, such as "Online Giving Form Confirmation Email".

You can enter a description to help you identify the template.

To prevent other users in your organization from editing the template, select Read Only. We

do not recommend that you use this option for online form confirmation emails.

To make this template a favorite, select Favorite Communication Template. Favorite

templates appear in the Favorites tile on your Home dashboard.

Since this communication will be used as an email, enter a subject for the email. We

recommend that you use a subject that clearly thanks the constituent for their submission,

such as "Thank you for your gift."

To include a link for recipients to forward the message to a friend, select Include "Forward

to a Friend" Link within. Select whether you want this link on the header or footer of the

email. Because of the purpose of this message, this link might not make sense for

confirmation templates.

To include a link for recipients to open the message in a web browser, select Include "View

as a Web Page" Link.

5. Click Next to create the template. Step 2 appears.

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6. Under Documents, select the eCommerce Confirmation template. You can use any template you

choose, but this template is pre-configured to include the information most useful in this situation.

The Communication Template page appears.

7. Edit the template to include specific information about your organization, such as the name and

logo, signature information, and any other details you want to include. In the middle of the

template, you see the eCommerce widget, which allows you to include details about the

transaction. We recommend that you use the widget as it appears, but you can double-click it if

you want to edit it.

8. Once you are finished making edits, click Next to save the template.

Set Up User-Defined Fields

Certain types of forms require that you include user-defined fields to track specific information, such as

ticket quantity for even registration pages. You can also choose to include additional user-defined fields

in your forms to track information from your constituents. For example, if you include a T-shirt with a

certain donation level, you might include a T-Shirt Size user-defined field in your donation forms. Or, if

you are hosting an even where attendees will receive a meal, you could want to include a Meal

Preference user-defined field in that event registration form.

Whether you need to include required or optional user-defined fields, it is best to configure them before

you begin to create your form.

Add a user-defined field

1. From Management, click User-Defined Fields.

2. Like queries, reports, and communication templates, defined fields must be placed into categories

to help keep your database organized in a meaningful way. eTapestry includes only one defined-

field category called Base by default. However, you can create as many defined-field categories as

you need. You can also move fields from one category to another. To create a new category, click

New Category from the Tasks menu.

3. Once you have chosen the category for your new field, click the category to select it. Click New

Defined Field under Tasks.

4. On Step 1, complete the following information.

On the Name field, enter a unique and descriptive name for the field. You can edit the name

of the field after you create it.

On the Description field, it can be helpful to enter a longer description of the field to help

other users in your organization when they use the field.

On the Data Type field, select the type of data you want to track in this field.

Text: Use this type for fields that will contain letters and numbers. For example, this

data type is well-suited for an Account Type field.

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Date: Use this type for fields that contain full dates. Fields with this data type can only

accept dates in the mm/dd/yyyy or dd/mm/yyyy (European locales) format. A

common field of this type is Membership Expiration Date.

Month, Day (mm/dd): Use this type for fields that will contain only month and day.

Fields with this data type can only accept dates in the mm/dd or dd/mm (European

locales) format. Common examples are birthday or other calendar dates where

capturing the specific year is not necessary.

Number: Use number for fields that will contain only numbers. Fields with this data

type can accept decimal or whole numbers, which can be positive or negative.

Number fields cannot accept text. Common examples include Volunteer Hours or

Number of Tickets for ticket purchases. You can query on number fields to find all

items with numbers within a certain range, and number fields can be totaled in reports

and communication.

Currency: Use currency for fields that will contain currency amounts. Fields with the

currency data type can accept only numbers and will display a currency symbol when the

data is saved or displayed in a report. Currency fields cannot accept text. You can query on

currency fields to find all items with currency amounts within a certain range, and currency

fields can be totaled in reports and communication.

You cannot edit the data type on a field once it has been saved. Be sure that you have

chosen the correct data type prior to saving the field.

5. To continue to the next step, click Next.

6. On Step 2, select where you want the user-defined field to appear.

Normally, you should only select one area of application for each field. If you select more than one

application area, updating the field in one location does not update it in any other location.

Account Types: When you select one of these options the defined field appears on the

Defined Fields page for the specified account type. Fields with this application should

contain data that pertains to the account as a whole and that is unlikely to change much

over time or need a historical record of changes. Some examples include Account Type,

Gender, Birthdate, and Interests.

JournalTypes: When you select one of these options the defined field appears in the

defined-field area of the designated journal entry (calendar items, contacts, notes, or

transactions).When you select Transactions, the field appears on all transaction types except

for soft credits.

Other: When you select Personas the user-defined field appears on the Personas page. A

user-defined field should only appear on this page when it contains address-related data

that varies from one address to another on the account. For example, you can select to

display a National Change of Address (NCOA) user-defined field to track whether an

account's address has changed, been standardized, or is invalid.

When you select Relationships the user-defined field appears on the Relationships page.

User-defined fields on this page should contain data that is relevant to the relationship itself.

For example, you can select to display a Notify user-defined field to identify the account to

inform when you receive a tribute donation.

DO-IT-YOURSELF FORMS 14

You should not apply a defined field to multiple screens in the database. There are very few

exceptions to this rule. In most cases, the data really belongs only in one area of the

database. Additionally, when a field is set up to appear in multiple areas, updating the field

in one location does not update it in any other location.

7. To continue to the next step, click Next.

8. On Step 3, select the field attributes.

9. To continue to the next step, click Next.

10. On Step 4, select the display type.

Once you save a user-defined field has been saved, you cannot change the display type from a

selectable type (selection from a set of values and allow assignment of only one item) to a free-

form type (text box and note field), or from a free-form type to a selectable type.

Selection from a set of values: Also referred to as a multi-select field, this type of field

appears as a set of checkboxes and allows users to select multiple values on the field. For

example, you might create a Volunteer Availability field with the values Day, Evening, and

Weekend so a volunteer can indicate that they are available at more than one of those times.

Allow assignment of only one item: Also referred to as a single-select field, this type of

field appears as a drop-down menu and allows users to select only one value in the field. For

example, you might create an Account Type field with the values Individual, Business, and

Foundation. An account can only be one of those three choices, so a single-select field

works well.

Text Box: A text box allows the user to type in a single line of data. For example, you might

create a field on the Journal Contact screen for Volunteer Hours, where the user could type

how much time a volunteer worked during a session. Text box fields must obey the data

type. For example, if the data type is set to date, only dates in mm/dd/yyyy format can be

entered.

Note Field: A note field allows the user to enter large amounts of data with multiple lines.

For example, you might create a field on the constituent's Defined Fields page used to

record how the constituent came to be involved with your organization. Because this could

have several lines of text, you might use a note box display type for that field. Note fields

must obey the data type. For example, if the data type is set to date, only dates in

mm/dd/yyyy format can be entered.

11. To continue to the next step, click Next.

12. If you use advanced security, in step 5 make any necessary security selections to control which

users can see the field.

13. To continue to the next step, click Next.

14. On Step 6, you add values to fields of selectable types (selection from a set of values and allow

assignment of only one item). If you set the display type to one of the free-form displays, you do

not need to create values and can proceed to the Finish step.

A selectable field must have some values listed in it in order to appear on screen for data entry. If

you create a selectable field and do not create any values for it, the field will not appear anywhere

in the database.

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To create a value, type the value name into the Name field, enter a Description if you like, and click

Add Value. Continue adding values following those steps until you have all the values you need

for the field. If you make a mistake on a value, click Delete underneath the value. Once you save

this field, you will not be able to delete any values, although you will be able to rename them or

mark them as inactive if needed. To change the order of the values, drag and drop the values from

the list to your desired order.

15. To create the field, click Save and Finish.

Required User-Defined Fields

Event registration and membership signup forms require certain user-defined fields, which you must

configure before you create these forms. Volunteer signup forms do not require any user-defined fields,

but we recommend that you consider adding a few fields that are useful for those forms.

Event Registration Pages

If you use event registration forms, you must include a user-defined field to track ticket quantity. The

user-defined field must be set up in the following way.

User-Defined Field Data Type Field Application Display Type

Ticket Quantity Number Transactions Text Box

You cannot publish an event registration page without this user-defined field.

Membership Signup Pages

If you use membership signup forms, you must include two user-defined fields. The user-defined fields

must be set up in the following way.

User-Defined Field Data Type Field Application Display Type

Membership level Text Transactions Allow assignment of only one item

Membership type Text Transactions Allow assignment of only one item

You cannot publish a membership signup page without these user-defined fields.

Volunteer Signup Page

Volunteer pages do not require any user-defined fields, but we recommend that you create four user-

defined fields set up in the following way.

User-Defined Field Data

Type

Field Application Display Type

Volunteer availability -

days of the week

Text Constituents Selection from a set of values (make values match the

days of the week that volunteers are allowed to select)

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User-Defined Field Data

Type

Field Application Display Type

Volunteer availability -

times of day

Text Constituents Selection from a set of values (make values match the

hour ranges that volunteers are allowed to select)

Volunteer

activity/interest

Text Constituents Selection from a set of values (make values match the

activities available to volunteers)

Volunteer skills Text Constituents Selection from a set of values (make values match the

skills you find desirable in volunteers)

Note: You can select Text Box as the display type for these user-defined fields, but we recommend that

you use a selection from a set of values. This allows you to query on membership level and type more

easily.

Set Up Funds, Campaigns, and Approaches

When you create an online form that receives payments, such as a donation, membership, or event

registration form, you are required to select a fund for transactions received through that form. You can

also select a campaign and approach, although those options are only required if they are set as required

in your database.

To keep track of donations and payments that come through DIY forms, we recommend that you set up

a specific approach for each form. For example, if you have an event registration form for your annual

gala, you might add an approach called "Annual Gala 2013 Online Registration." This allows you to query

and report on registrations for that event that came through your online form.

If you want to track form transactions using funds or campaigns that already exist in your database, you

do not need to configure them before you create your forms, as you are able to select existing ones from

the form configuration screen. If the form you want to create is designed to receive donations for a

specific purpose that is unique to the form, we recommend that you set up a fund for that purpose

before you create the form. For example, if you want to create a form to seek donations for your

environmental education project and you do not already have a fund for that project, you can create a

fund called "Environmental Education" and select it when you configure your form.

Finally, you can also set up a campaign if the transactions from one of the forms are part of a campaign

that does not already exist in your database.

Funds

Funds designate what the purpose of the donation is. A Fund is always a required field when you enter a

gift. Many organizations create a general fund where unrestricted donations are recorded, and several

other funds with specific designations, such as a fund for each event and funds for different projects that

you undertake. Each fund may be associated with multiple campaigns and approaches.

If you plan to export your donations to your accounting software, the fund is where you associate a gift

with the credit and debit accounts recognized by your accounting package. For each fund that you set

up, you can associate only one bank account, one income or revenue account, and one receivables

17 CHAPTER 1

account. So if your accountant needs to allocate some donations to an unrestricted income account and

others to a restricted income account, you must create two separate funds.

Add a fund

1. From the Management, click Funds. The Funds page appears.

2. Under Tasks, click New Fund.The New Fund screen appears.

3. In the Name field, enter a descriptive name for the fund.

4. In the Description field, you can enter a description to better identify the campaign fund.

5. If you intend to export transactions from this fund to your accounting software, enter the

appropriate account numbers for this fund in the Cash Account, Receivables Account, and

Revenue Account fields.

6. If you intend to use the Financial Edge export, enter the project ID In the FinancialEdge Project

ID field.

7. To create the fund, click Save And.

Disable a Fund

When you no longer need a fund, you can disable it. When you disable a fund it does not appear on the

menu when you enter a gift, but you retain the gift history to that fund. You cannot delete a fund.

To disable a fund, from Management, click Funds. Under the name of the fund, click the Enabled link.

The fund disables for your database.

Campaigns

Campaigns are the overall goal of a fundraising project. They have a defined start and end date, and

usually have a monetary goal. Typical campaigns include annual campaigns and capital campaigns. Most

organizations do not have many campaigns, and not all gifts have to be tied to a campaign.

The Campaign field is not required when you add a gift, although your organization can choose to make

it required.

Add a Campaign

1. From Management, click Campaigns. The Campaigns page appears.

2. Under Tasks, click New Campaign.The New Campaign screen appears.

3. In the Name field, enter a descriptive name for the campaign.

4. In the Description field, you can enter a description to better identify the campaign internally.

5. In the Goal field, enter the monetary goal for the campaign.

6. In the Quantity field, enter the total number of gifts you have set as a goal for this campaign.

7. To create the campaign, click Save And.

DO-IT-YOURSELF FORMS 18

Disable a Campaign

When you no longer need a campaign, you can disable it. When you disable a campaign it does not

appear on the menu when you enter a gift, but you retain the gift history to that campaign. You cannot

delete a campaign.

To disable a campaign, from Management, click Campaigns. Under the name of the campaign, click the

Enabled link. The campaign disables for your database.

Require Campaigns

You can make campaigns required so that when your organization enters gifts a campaign must be

linked to each gift. To make the Campaign field required in gift entry screens, from Management, click

Campaigns. On the Campaigns page, under Settings, select Require Campaign on Transactions.

Approaches

Approaches are the means you use to raise money for your organization. They normally track the sources

your organization uses to generate gifts and the expenses associated with these sources. They can

include any activity, such as a direct mailing, a phonathon, or a special event. Approaches can help you

analyze how different types of asks perform with your constituents.

The Approach field is not required when you add a gift, although your organization can choose to make

it required. When you know what specific approach generated a gift, we recommend that you track it

when you enter that gift.

Add an approach

1. From Management, click Approaches. The Approaches page appears.

2. Under Tasks, click New Approach. The New Approach screen appears.

3. In the Name field, enter a descriptive name for the approach.

4. In the Description field, you can enter a description to better identify the approach internally.

5. In the Goal field, enter the monetary goal for the approach.

6. In the Quantity field, enter the total number of gifts you have set as a goal for this approach.

7. To create the approach, click Save And.

Disable an Approach

When you no longer need an approach, you can disable it. When you disable an approach it does not

appear on the menu when you enter a gift, but you retain the gift history to that approach. You cannot

delete an approach.

To disable or re-enable an approach, from Management, click Approaches. There is an indicator under

the approach name to indicate if it is enabled or disabled.Click it to switch the status of the approach.

19 CHAPTER 1

Require Approaches

You can make approaches required so that when your organization enters gifts an approach must be

linked to each gift. To make the Approach field required in gift entry screens, from Management, click

Approaches. On the Approaches page, select Require Approach on Transactions.

Create DIY Forms

Once you have set up your payment processor, created a confirmation email template, set up user-

defined fields, and configured approaches, funds, and campaigns, you are ready to create you DIY forms.

The steps are slightly different depending on the type of form you want to publish.

Create an online form

1. From Management, select DIY Online Forms. The DIY Forms page appears.

2. Click Create a New Page.

3. Click Online Giving Page. The eTapestry Styles window appears.

4. Select the style you want to use as a template for your page. You can edit the content and design

of your form later.

5. Click Next. The configuration page appears.

6. Under General , in the Name field, enter a name for your page. This is an internal name for your

reference and does not appear on the page.

a. Enter a description for your reference. This is optional and does not appear on the published

page.

b. In the Title field, enter a descriptive title for the page. The title appears at the top of the

browser when visitors view the page.

c. In the URL field, enter the URL extension you want to use for this page. The extension

appears at the end of the web address for the page.

7. Under Email , select Send the donor a notification email to send an email confirmation to

donors when the form is submitted.

a. To edit the text of the success message, select Edit Message. The Edit Success Message Text

screen appears. On this screen, you can enter a custom message that is sent to users who

interact with your DIY form. For example, if a donor gives a gift through an Online Giving

form you create, you may want to send them a message thanking them for their donation.

You can include the following data merge fields in your custom success message:

[CN] = Constituent Name

[RA] = Received Amount

[EM] = Email

[ON] = Organization Name

DO-IT-YOURSELF FORMS 20

In order to add these data merge fields into your success message, you will need to enter

the data merge field names into the message editor exactly as they are listed above or else

your data will not merge correctly.

Once you are satisfied with the content of your message, select Update.

Note: In order for the custom success message settings to take effect for existing

DIYforms, you will need to republish your form. To republish your form, from the Onine

Forms Editor page, select Go Live. We recommend you test the confirmation email to

ensure the message appear as you have intended.

b. In the From what address field, enter the email address you want to appear for

confirmation emails.

c. In the Subject field, enter the subject to appear in the confirmation email to donors.

d. In the ConfirmationEmail Template field, select the template to use for confirmation

emails. The options that display from the drop down are the templates available from

Communications. If a template does not exist that fits your needs, you can create a new

template or edit an existing template in Communications. For more information, refer to

Create an Email Template.

e. To send an email confirmation to yourself when the form is submitted, select Send your

organization a confirmation email. You receive the confirmation email every time a visitor

submits the form. To learn more about this standard email, refer to Automatic Notification

Email.

i. In the To what address(es) field, enter the email address to receive the notification

email. This is typically someone in your organization. To enter multiple email

addresses, separate each one with a comma.

ii. In the Subject field, enter the subject to appear in the confirmation email to your

organization.

f. To generate a receipt number to include on the donation confirmation email, select

Generate eReceipt.

Warning: If you select to generate receipts on transactions from the page, all gifts will be

marked as final. However, if your Database Language Locale is en_GB, eTapestry will not

automatically mark any gifts or recurring gifts created from DIY forms as final so that any

gift aid eligible gifts will not be missed.

Warning: If you select to generate receipts on transactions from the page, all gifts will be

marked as final.

Tip: In eTapestry, when you include receipt information as a part of your email

confirmations, you are creating an "eReceipt" by definition.

To send the eReceipt, the donor confirmation template you select in the

ConfirmationEmail Template field must include the Generated Receipt Number merge

value or the eCommerce Details widget. When you select to generate eReceipts, eTapestry

automatically includes the next unique receipt number that is available in the database on

each receipt.

21 CHAPTER 1

Note: When (None Selected) appears in the Confirmation Email Template field, the

default template eTapestry uses automatically includes eReceipt information.

g. In the Fund row, click Select Fund(s). The Select Fund(s) screen appears.

i. To select a fund for the page, click its name. You must select at least one fund for

donations to process to from the form. When you select one fund, all transactions

default to that fund and the field does not appear on the form. When you select more

than one fund, a Fund field appears on the form for users to select the fund for the

transaction.

ii. To save your fund selections, click Update.

iii. Repeat these steps for any campaigns, approaches, or letters you want to apply to the

page.

Tip: You can only select one campaign and one approach. These are required if

designated as required during configuration. When you select a letter, you can later

query on transactions to identify the donors to receive the letter.

h. If you use the optional Advanced Security Module, you can apply page and record security.

For information about advanced security, refer to Advanced Security on page 32.

i. To automatically track a field value when a form is submitted, you can add a hidden field to

the form that does not appear on the published page. For more information about hidden

fields, see Hidden Fields on page 33.

8. Under Basic to include a comments box on the form, select Include comments box.

9. In the Default Country field, select the default country to display in the address block of the form.

10. Under Page Type, in the Transaction Processor field, select the processor you want to use for

transactions received through this form. To allow electronic fund transfers through the form, select

the Include ACH/Direct Debit checkbox. For information about how to add a transaction

processor in eTapestry, refer to Set Up Transaction Processor.

Tip: Those in the USand Canada with Blackbaud Merchant Service accounts can choose how

to cover fees for one-time credit card payments through DIY forms. To enable fee coverage,

choose the Blackbaud Merchant Service transaction processor and select how your

organization wants to handle processing fees. For more information, see Blackbaud Payment

Processing Fees.

11. To create the page and begin editing it, click Submit.

Event Registration Page

Tip: For best practice information about online event registrations, refer to eTapestry Best Practices:

Online Events and Ticket Sales.

When you use event registration forms, you must specify the ticket price for the event and you must also

include a user-defined field to track ticket quantity. You cannot publish an event registration page until

these steps are complete. When you create the user-defined field, it must be set up this way:

DO-IT-YOURSELF FORMS 22

User-Defined Field Data Type Field Application Display Type

Ticket Quantity Number Transactions Text Box

Note: Event registration forms are best to use for paid events. For free events, we recommend that you

use a contact form that does not require payment fields.

Create an event registration page

1. From Management, click DIY Online Forms. The DIY Forms page appears.

2. Click Create a New Page.

3. Click Event Registration Page. The eTapestry Styles window appears.

4. Select the style you want to use as a template for your page. You can edit the content and design

of your form later.

5. Click Next. The configuration page appears.

6. In the Name field, enter a name for your page. This is an internal name for your reference and

does not appear on the page.

7. Enter a description for your reference. This is optional and does not appear on the published page.

8. In the Page Title field, enter a descriptive title for the page. The title appears at the top of the

browser when visitors view the page.

9. In the URL field, enter the URL extension you want to use for this page. The extension appears at

the end of the web address for the page.

10. Click Next.

DIY event registration page: Event Signup Settings

For information about how to create a DIY event registration form, refer to Create an event registration

page on page 23.

1. Under Email Settings, select Send the donor a confirmation email to send an email

confirmation to donors when the form is submitted.

2. In the From what address? field, enter the email address from which you want confirmation

emails to be sent. This is the email address your event registrants will see when they receive

confirmation emails from you after they submit the form.

3. Enter the subject you want in the confirmation email to event registrants.

4. In the ConfirmationEmail Template field, select the template you want to use for confirmation

emails. If you do not choose to send confirmation emails, leave this field blank. The options that

display represent the templates available in the communication area of your database. If you do

not see a template that fits your needs, you can create a new template or edit an existing template

in communication. For more information, refer to Create an Email Template.

5. To generate a receipt number to include on the donation confirmation email, select Generate

eReceipt.

23 CHAPTER 1

Warning: If you select to generate receipts on transactions from the page, all gifts will be marked

as final. However, if your Database Language Locale is en_GB, eTapestry will not automatically

mark any gifts or recurring gifts created from DIY forms as final so that any gift aid eligible gifts

will not be missed.

Warning: If you select to generate receipts on transactions from the page, all gifts will be marked

as final.

Tip: In eTapestry, when you include receipt information as a part of your email confirmations,

you are creating an "eReceipt" by definition.

To send the eReceipt, the donor confirmation template you select in the ConfirmationEmail

Template field must include the Generated Receipt Number merge value or the eCommerce

Details widget. When you select to generate eReceipts, eTapestry automatically includes the next

unique receipt number that is available in the database on each receipt.

Note: When (None Selected) appears in the Confirmation Email Template field, the default

template eTapestry uses automatically includes eReceipt information.

6. To send an email confirmation to yourself when the form is submitted, select Send your

organization a confirmation email?. You receive the confirmation email every time a visitor

completes and submits the form. To learn more about this standard email, refer to Automatic

Notification Email.

7. In the To what addresses? field, enter the email address where you want to send the notification

email. This is normally someone in your organization. Separate multiple email addresses with a

comma.

8. In the Subject field, enter the subject you want in the confirmation email to your organization.

9. If your organization integrates with everydayhero, and you would like event registrants to

participate in your everydayhero campaigns, you can select to allow event registrants to fundraise

for your campaigns. For more information, see Event Registration DIYForms.

10. Click Next.

11. Under Basic Settings, to include a comments box on the form, select Include comments box.

12. In the Default Country field, select the default country to display in the address block of the form.

13. If you want to edit the success message users will receive when they complete your form, select

Edit Message. The Edit Success Message Text screen appears. On this screen, you can enter a

custom message that displays to users who interact with your DIY form. For example, if a donor

gives a gift through an Online Giving form you create, you may want to show them a message

thanking them for their donation.

You can include the following data merge fields in your custom success message:

[CN] = Constituent Name

[RA] = Received Amount

[EM] = Email

[ON] = Organization Name

In order to add these data merge fields into your success message, you will need to enter the data

merge field names into the message editor exactly as they are listed above or else your data will

not merge correctly.

DO-IT-YOURSELF FORMS 24

Once you are satisfied with the content of your message, select Update.

Note: In order for the custom success message settings to take effect for existing DIYforms, you

will need to republish your form. To republish your form, from the Onine Forms Editor page,

select Go Live. We recommend you test the your changes to ensure the message appears as you

have intended.

14. Click Next.

15. Under Page Type Settings, in the Transaction Processor field, select the processor you want to

use for transactions received through this form. To allow electronic fund transfers through the

form, select the Include ACH/Direct Debit checkbox. For information about how to add a

transaction processor in eTapestry, refer to Set Up Transaction Processor.

DIY event registration page: Select Fund Information

For information about how to create a DIY event registration form, refer to Create an event registration

page on page 23.

1. Click Select Fund(s). The Select Fund(s) screen appears.

2. Click the name of a fund to select it. You must select at least one fund where donations will be

tracked. To select additional funds, click the names of the funds. If you select only one fund, all

payments default to that fund and the field does not display on the form. If you select more than

one fund, a fund field appears on the form and users select which fund to use.

3. Click Update to save your fund selections.

4. You can select a campaign for payments made through this form. Only one campaign can be

associated with the form. If you select a campaign, payments made through this form default to

the campaign, and no campaign field appears on the form. A campaigns is required only if they are

configured as required in the database. To select a campaign, click Select a Campaign.

You can select an approach for payments made through this form. Only one approach can be

associated with the form. If you select an approach, payments made through this form default to

that approach, but no approach field appears on the form. An approach is required only if they are

configured as required in the database. To select an approach, click Select an Approach.

If you use the optional Advanced Security Module, you can add page and record security. For more

information, refer to Advanced Security on page 32.

If you want to track a value for a field automatically when a constituent submits this form, you can

add a hidden field to the form, which does not appear on the published form. For more

information about hidden fields, refer to Hidden Fields on page 33.

5. Click Submit to create the page and begin editing it.

DIY event registration page: Event Tickets

For information about how to create a DIY event registration form, refer to Create an event registration

page on page 23.

Warning: Custom skins are not compatible with multiple ticket prices for DIY Event forms. We

recommend you use embeddable templates instead. For information about embeddable DIY forms,

refer to Embed Do It Yourself Online Forms on page 35.

25 CHAPTER 1

1. Hover your cursor over Before your page can Go Live, you must set up your event tickets and

click Edit. The Edit Ticket Options screen appears.

2. For each ticket, enter a label, price and description. For example, you may want to create separate

tickets for students, adults, and seniors.

3. Select a user-defined field to indicate the quantity of tickets and then select how you want the field

to apply. For example, you may have a user-defined field called Student Ticket Quantity and you

select to apply it to Journal Entry.

Each ticket requires a unique user-defined field. When you create the field, make sure you select

“Number” for Data Type, Transactions for Field Application, and Text Box for Display Type. For

more information about how to create user-defined fields, refer to User Defined Fields.

4. Enter a non-deductible amount for the ticket. This amount does not display on the event page. It is

important you remember to indicate the amount that is tax deductible when you send receipts and

thank you letters.

This field only displays for eTapestry users in the United States, Canada, and Australia.

5. To create additional tickets, click Add another event ticket.

6. To save your changes, click Update.

Create a membership signup page

1. From Management, click DIY Online Forms. The DIY Forms page appears.

2. Click Create a New Page.

3. Click Membership Signup Page. The eTapestry Styles window appears.

4. Select the style you want to use as a template for your page. You can edit the content and design

of your form later.

5. Click Next. The configuration page appears.

6. Under General Settings, in the Name field, enter a name for your page. This is an internal name

for your reference and does not appear on the page.

7. Enter a description for your reference. This is optional and does not appear on the published page.

8. In the Title field, enter a descriptive title for the page. The title appears at the top of the browser

when visitors view the page.

9. In the URL field, enter the URL extension you want to use for this page. The extension appears at

the end of the web address for the page.

10. Click Next.

11. Under Email Settings, to send an email confirmation to members when the form is submitted,

select Send the donor a confirmation email?

12. In the From what address? field, enter the email address from which you want confirmation

emails to be sent. This is the email address your members will see when they receive confirmation

emails from you after they submit the form.

13. In the Subject field, enter the subject you want in the confirmation email to members.

DO-IT-YOURSELF FORMS 26

14. In the ConfirmationEmail Template. field, select the template you want to use for confirmation

emails. If you do not choose to send confirmation emails, leave this field blank. The options that

display represent the templates available in the communication area of your database. If you do

not see a template that fits your needs, you can create a new template or edit an existing template

in communication. For more information, see Create an Email Template.

15. To send an email confirmation to yourself when the form is submitted, select Send your

organization a confirmation email?. You receive the confirmation email every time a visitor

completes and submits the form. To learn more about this standard email, see Automatic

Notification Email.

16. In the To what address(es)? field, enter the email address where you want to send the notification

email. This is normally someone in your organization. Separate multiple email addresses with a

comma.

17. In the Subject field, enter the subject you want in the confirmation email to your organization.

18. To generate a receipt number to include on the donation confirmation email, select Generate

eReceipt.

Warning: If you select to generate receipts on transactions from the page, all gifts will be marked

as final. However, if your Database Language Locale is en_GB, eTapestry will not automatically

mark any gifts or recurring gifts created from DIY forms as final so that any gift aid eligible gifts

will not be missed.

Warning: If you select to generate receipts on transactions from the page, all gifts will be marked

as final.

Tip: In eTapestry, when you include receipt information as a part of your email confirmations,

you are creating an "eReceipt" by definition.

To send the eReceipt, the donor confirmation template you select in the ConfirmationEmail

Template field must include the Generated Receipt Number merge value or the eCommerce

Details widget. When you select to generate eReceipts, eTapestry automatically includes the next

unique receipt number that is available in the database on each receipt.

Note: When (None Selected) appears in the Confirmation Email Template field, the default

template eTapestry uses automatically includes eReceipt information.

19. Under Basic Settings, to include a comments box in the form, select the Include comments box?

checkbox.

20. In the Default Country field, select the country you want to display as default in the address block

of the form.

21. If you want to edit the success message users will receive when they complete your form, select

Edit Message. The Edit Success Message Text screen appears. On this screen, you can enter a

custom message that displays to users who interact with your DIY form. For example, if a donor

gives a gift through an Online Giving form you create, you may want to show them a message

thanking them for their donation.

You can include the following data merge fields in your custom success message:

[CN] = Constituent Name

[RA] = Received Amount

27 CHAPTER 1

[EM] = Email

[ON] = Organization Name

In order to add these data merge fields into your success message, you will need to enter the data

merge field names into the message editor exactly as they are listed above or else your data will

not merge correctly.

Once you are satisfied with the content of your message, select Update.

Note: In order for the custom success message settings to take effect for existing DIYforms, you

will need to republish your form. To republish your form, from the Onine Forms Editor page,

select Go Live. We recommend you test the your changes to ensure the message appears as you

have intended.

22. Click Next.

23. Under Page Type Settings, in the Transaction Processor drop down, select the processor you

want to use for payments received through this form. To allow electronic fund transfers through

the form, select the Include ACH/Direct Debit checkbox.

For information about how to add a transaction processor in eTapestry , refer to Set Up

Transaction Processor.

24. Click Select Fund(s). The Select Fund(s) screen appears.

25. Click the name of a fund to select it. You must select at least one fund where donations will be

tracked. To select additional funds, click the names of the funds. If you select only one fund, all

payments default to that fund and the field does not display on the form. If you select more than

one fund, a fund field appears on the form and users select which fund to use.

26. Click Update to save your fund selections.

27. You can select a campaign for payments made through this form. Only one campaign can be