Getting Started with Donation Gifting

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At Alyce, we believe that authentic interactions deliver value and create real relationships. As you learn more about the interests and passions of your giftee, it’s possible that a physical gift doesn’t quite deliver the personal experience you’d like to create for your giftee. 

From our Donation Gifting feature, you’re able to quickly and easily send a gift in the form of a donation to a charity or organization of your choice. With over 350+ charities featured in our Donation Marketplace, you’re able to find and select a cause that matters to the person with whom you’re looking to build a relationship.

Getting Started:

Manage your account settings to enable Donation Gifting

Manage your campaign settings to set the allowable value of your Donation Gifting

 

Basic Tasks:

Sending your first Donation Gift

Troubleshooting:

Can I write off my accepted donations?

I can’t find the charity of my choice

 

Getting Started

Manage your account settings to enable Donation Gifting:

Before you send your first Donation Gift, it’s important to activate this Gift Type in your account settings.

In addition to Donation Gifting, you can also use the instructions below to activate other Gift Types.

  • In your Alyce instance, navigate to your avatar in the upper right hand corner then click on your name.
  • From this menu, select Campaigns Settings.
  • If you already have a campaign to which you’d like to add the Donation Gifting gift type, select that campaign. If you’re creating your first campaign, follow these instructions for Getting Started with your First Campaign, then proceed to the next step in these instructions.
  • From the Campaign Setting Menu, click Gift Invites. 
  • Once you’re in Gift Invites, locate Gift Type and click the “Change” button. 
  • If your campaign is set to “Allow all gift types” congratulations! :celebrate: Your campaign already has the Donation Gifting available and your team can begin gifting from the Donations Marketplace.
  •  If your campaign is set to “Allow specific Gift Types,” you’ll need to select “Donation” then click “Save.”

Manage your campaign settings to set the allowable value of your Donation Gifting:

After you’ve enabled the ability to send Donation Gifts, you’ll need to set the Budget for the donation you and your team will be sending your giftee. Setting the budget for your campaign ensures that only those charitable contributions within your desired donation range displays to you and your team from the Donation Marketplace. 

For more on setting your campaign Budget, these two articles will come in handy:
Managing your team’s budget using credits.

Managing your team’s budget using a predetermined volume of invitations

  • In your Alyce instance, navigate to your avatar in the upper right hand corner then click on first name ∨ .
  • From this menu, select Campaigns Settings.
  • If you’re creating your first campaign, follow these instructions for Getting Started with your First Campaign, then proceed to the next step in these instructions.
  • From the Campaign Dashboard, Menu, click Gift Invites. 
  • Once you’re in Gift Invites, locate Gift Budget and click the “Change” button. 
  • Since you’ve already activated the Donation Gift Type, you’ll notice a new Budget Option specifically for Gift Donation Amount. Enter your desired donation budget in the box provided and click “Save.”

**Please note: the Donation Gift type does not require a minimum or maximum budget. The budget you set is the donation amount that will be gifted to the charity or organization you select. 

Basic Tasks:

Sending your first Donation Gift:

With the Donation Gifting tool, you’re able to send thoughtful and personal gifts in the form of a donation. Sending a Donation Gift tells your giftee you care about their personal passions and that you want to support their interests from 5:00 pm - 9:00 am ( instead of 9:00 am - 5:00 pm ). 

A Donation Gift is powerful, but it’s made more powerful by a well crafted message. Learn more about how to make a message that’s both personal and effective.

There are three ways you can send a donation gift:

Sending a Donation Gift through the Alyce Dashboard

Sending a Donation Gift through the Chrome Extension

Sending a Donation Gift through Salesforce

 

Sending a Donation Gift through the Alyce Dashboard

  • To log into your Alyce Dashboard, go to dashboard.alyce.com and sign in using the credentials provided by your Alyce admin. 

If you are the Alyce Admin, your Customer Success Manager will work with you to set up your account and assist you with setting up your team.   

If it’s your first time signing in and your profile isn’t set up, this article should come in handy:

Setting Up Your Alyce Account

  • Navigate to the upper righthand corner, click the yellow “:present vector: Send a Gift” 
  • Use the open text field under “Who are you sending this invite to?” to enter the name of the person to whom you’d like to send a Donation gift. If you don’t already have your contact saved in Alyce, click “Create New Contact” and add the following information:

First Name

Last Name

Work Email Address

Name of their Company

Verify their Country

** Please note: At this time, Alyce is only able to send gifts to contacts located in the United States and Canada.

  • Once your contact is added, the next step is to select the campaign - or purpose - of your gifting occasion. If you’re not sure which campaign to use to send a Donation Gift, please contact your Alyce Admin for guidance. 
  • The next step is to select a gift. In the next step of the gifting flow, you’ll be asked “How do you want to find this invite? With Alyce 
  • If your Alyce instance allows you to select a gift on your own, you can choose a Donation Gift by going to, “:store: Choose your Own”. Once the Alyce Marketplace has loaded, you can use the search bar to find a charity you already have in mind. If you’d like to explore the Donations Marketplace, you can use the “Filter” option and select “Donation.” The 350+ charities available for donation gifts will appear for you to browse.
  • Once you have selected your charity, click “Choose.” Alyce will then take you to the next step of the gifting process where you select your Invitation Type and draft your message to your giftee. 

** Please note: If you do not see charities listed or the option to filter by Donation, it’s possible you have not selected a campaign with Donation Gifting available. Please contact your Alyce admin to make sure you’ve selected a campaign that has “Donation Gift Type” selected in the campaign settings.  

 

Sending a Donation Gift through the Chrome Extension:

** Here’s the quick link to Download Alyce for Chrome. If you’d like a walkthrough of how to install the Chrome extension, this step-by-step article should come in handy. 

  • From your inbox, navigate to and click the Alyce for Chrome Extension.
  • Once the Alyce for Chrome Extension appears, navigate to “Contacts.”
  • From here, click the yellow “:present vector: Send a Gift” 
  • Use the open text field under “Who are you sending this invite to?” to enter the name of the person to whom you’d like to send a Donation gift. If you don’t already have your contact saved in Alyce, click “Create New Contact” and add the following information:

First Name

Last Name

Work Email Address

Name of their Company

Verify their Country

** Please note: At this time, Alyce is only able to send gifts to contacts located in the United States and Canada.

  • Once your contact is added, the next step is to select the campaign - or purpose of your gifting occasion. After you’ve selected the campaign, you can proceed to your campaign’s gift selection options.
  • To select a Donation Gift, click “:store: Choose your Own”. Once the Alyce Marketplace has loaded, you can use the search bar to find a charity you already have in mind. If you’d like to explore the Donations Marketplace, you can use the “Filter” option and select “Donation.” The 350+ charities available for donation gifts will appear for you to browse.
  • Once you have selected your charity, click “Choose.” Alyce will then take you to the next step of the gifting process where you select your Invitation Type and draft your message to your giftee. 

** Please note: If you do not see charities listed or the option to filter by Donation, it’s possible you have not selected a campaign with Donation Gifting available. Please contact your Alyce admin to make sure you’ve selected a campaign that has “Donation Gift Type” selected in the campaign settings

 

Sending a Donation Gift Through Salesforce

** Please note: Alyce Gifting through Salesforce is using our Legacy Experience. For a detailed walk-through of this experience, check out this article on Sending a Gift Invitation with Alyce Legacy Experience.

Troubleshooting:

Can I write off my accepted donations?

Donation Gifting through Alyce is not eligible for tax write offs. 

 

Why can’t I see Donation Gifting as a gift option?:

There are usually one of two reasons why you can’t see the Donation Gift Type:

Either, Donation Gifting haven't been enabled as a Gift Type by your Alyce Admin or Donation Giting hasn’t been enabled for the campaign you’re using to send a gift. Please contact your Alyce Admin to verify that Donation Gifting has been activated as a Gift Type or in the campaign you’d like to use. 

PS: This articles might be helpful for your Alyce Admin to confiture your Alyce instance for Donation Gifting.

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