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Speaker 1: Razor's Edge NXT donation forms are now available for all Blackboard Europe customers. This new feature can be accessed through the tools menu of the solution and the donation form designer option of that menu. New donation forms can be created through the new button at the top of the landing page. The needs attention area will flag any issues with existing forms that require your attention. There is a summary tile showing key statistics for all the forms including totals for one-off and recurring gifts and conversion rates of transactions compared to page views. Finally at the bottom of the screen, the statistics for the top performing forms can be seen. To access all existing forms or recently accessed forms, there are links at the top right hand corner of the screen. In the all donation form screen, a user can search for a specific form, view key information and add a new form if required. With the action button, you can preview, edit, get a share URL, copy or delete each form in the list. You can also open the form by clicking on the name. Taking a look at an existing form, when you open it, you'll land on the get started page. This allows you to give the form a name for internal use, choose the funds to associate with the form, including setting a default fund and determine if you would like to give donors the option to split their gift between different funds. An appeal can also be configured to be associated with the transactions but hidden from the donor on the form. And finally, the BBMS account to use with this form can be selected. Moving to the form tab, the design takes place with the ability to select from a library of options in the form designer box on the right hand side of the screen. This uses the same drag and drop functionality that is seen in the email marketing area of Razors Edge NXT. After the items have been placed on the form, the order can be changed by hovering over the item and using your mouse to select and move it, providing flexibility in the design. Styling can also be applied to the form in all the key areas such as headers, images, text and dividers that can be inserted to break up the sections of the form. Specific styling can be applied to some parts such as the gift options, determining the gift types to be shown on the form and how the items like suggested gift amounts display. Old labels can be edited to change the default text if required. Consent can be added and captured through the form and you will have full access to all of the channels and categories configured in your consent area of business rules in the database. A consent statement and a link to privacy policy can also be included. Gift aid can also be added to the form which includes the HMRC approved wording and the ability to add a link for more information for the donors on gift aid. The declaration source can also be chosen and this will write to the declaration captured from the form to allow easy tracking and audit. Additional information can be captured from donors with constituent custom fields with a text data type available to add to the form and these can be made required if you would like to capture this information from all donors. In the confirmation screen personalisation of the from name and the email address to be associated with acknowledgements can be defined. The acknowledgement email can be edited and logos and images inserted and merge fields can be selected within the text part of this area of the solution. The confirmation page the donor sees at the end of their donation can either be the default page or you can add an alternative URL to redirect them to another page on your website. Donation notifications can be sent to people or mailboxes within your organisation by entering the email addresses in the box at the bottom with up to 10 recipients possible. In the publish tab a form URL can be used to direct users to the form if you want to make it a standalone form and not publish it onto your website. If you do want to use the form on your website the embed code can be copied and then inserted onto the appropriate page using the copy button at the bottom of the screen. Once embedded on your website the form is ready to take donations along with gift aid declarations appropriate consent and other data you may want to capture through the constituent custom fields. The transactions from the donation forms will automatically be added to batches in the gift management area of Razors Edge NXT, auto matching to records if they already exist in the system and adding new records if they are not on the database. The batches can be reviewed and approved by the appropriate staff members. If a transaction has not been approved it will show on the donors record in their giving history tile with an alert symbol alongside it. More detailed analysis of the form and its performance can be undertaken back in the donation forms area by opening the form. Summary information, recent performance over time, recent donations and referral visits can all be reviewed through this screen. For more information visit www.razorsedge.com
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