Global Configuration
These are things that we will discuss and agree on as long-term global configuration, and are not things that will be in your power to change via admin. Their values are shared between all paths, pitches, and designations and none my currently be set differently than the others.
Day of the month
The days of the month from which donors can choose to make their recurring payments is up to you; we only have a few requirements:
Must be simple numbers (1st, 15th), not "2nd Tuesday."
No higher than the 28th, as all months have at least 28 days.
If you like, you can simply pick which day of the month on which all recurring/installment gifts will be collected: "All recurring and installment gifts will be collected on the 1st of the month." In this case, the donor is informed of the date, but has no choice to make.
Of you can provide a few options; e.g. 1st, 15th, and 28th. Whatever combination of options suits you best.
In addition to specifying what day-of-month options there are, you can specify which is selected by default. You may offer the 1st and 15th as options, but default the selection to the 15th.
What if my initial payment is only a few days before the recurring payment?
AlumnIQ will not schedule your first recurring or installment payment until a minimum of 14 days has passed since your initial payment. If you make a monthly-recurring pledge on June 27th with a day-of-month selection of the 1st, your next payment will be collected on August 1st.
Recurring Payment Delay
This is the minimum number of days that must pass after the initial payment before the second recurring or installment payment. Default: 14.
Failed Payment Attempts
The number of times (once per day) we will retry a failing credit card. Default: 5
Athletics Waiver Options
Gifts to some designations may include special benefits (e.g. box seats to athletics events). You may wish to allow donors to waive their rights to those benefits to maximize their tax deduction. Only applies to designations that are flagged as athletics-waiver-applicable. Default: true
You may also specify the content of the waiver message.
Special Instructions Placeholder
The placeholder (grayed out) text in the special instructions field, which disappears as you begin to type into the box, is also configurable. Default: "Matching Gift Company, Gift in Honor of, Gift in Memory of, etc."
Minimum Transaction Amount
Self explanatory. Default: $5
New Form Settings
The following settings apply only to paths using the Single-page Giving (SPG) form (those with a Public Skin assigned). Access these in Giving > Settings.
Globals
Global settings that apply to all new form paths:
Page Title
The browser tab text shown when donors visit any Single-page Giving page. This is shared across all paths - individual paths cannot override it.
Favicon
The small icon shown in the browser tab. Upload a 32x32 pixel PNG image. Transparency is supported.
Tip: Use your organization's logo mark or a simplified version that's recognizable at small sizes.
Internationalization
Settings for multi-language support and customizable form text:
Supported Locales
A comma-separated list of locale codes your site supports (e.g., en,fr,es). Common codes:
en
English
fr
French
es
Spanish
de
German
pt
Portuguese
zh
Chinese
Customer Strings
Validation messages and labels shown to donors on the giving form can be customized for each locale. This allows you to:
Customize error messages to match your organization's voice
Provide translations for non-English donors
Adjust field labels and placeholder text
Examples of customizable strings:
Required field messages ("First name is required")
Format validation ("Please enter a valid email address")
Field labels and placeholders
Button text
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