Blackthorn | Terminal for Donations

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DEPRECATED

This functionality is deprecated, though it is planned for reincarnation soon. Email us for an update! [email protected]

Introduction

Whether you want to take a One Time or Recurring Donation right from a Contact record or create a new Payment Method for open Transactions, using Blackthorn | Terminal will cater to your specific nonprofit needs.

Prerequisites:

  1. Install and Setup Blackthorn | Payments version 2.76 or later
  2. Install and Setup Blackthorn | Donations version 1.29 or later

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If you are an existing Blackthorn | Donations Customer...

Upgrade to the latest Blackthorn | Payments and Blackthorn | Donations

Where it works and configuration instructions:

  1. Salesforce Classic
  2. Salesforce Lightning
  3. Salesforce1 Mobile
  4. Service Cloud Console
  5. Lightning Utility Bar

One-Time Donation

One-Time Donations can be captured from the Blackthorn | Terminal. When launching the terminal from the above locations drop down the Action pick list and select New One-Time Donation

Within this screen:

Related To: Relate the Donation to an Account or Contact (existing or new)
Campaign: Select from available Campaigns
Primary Contact: Select from Primary Contacts (existing or new)
Payment Method:Available Payment options from the Related To Field.
Description: Add a description to your Donation
Amount: One-Time Donation Amount
Currency: Select from the list of available Currencies
Process Type: Select if you would like to capture the donation now or later based on a due-date

When selecting Process in the Blackthorn | Terminal an Opportunity, Transaction, and Payment Method record is created.

One-Time Donation created from Classic Page Detail ButtonOne-Time Donation created from Classic Page Detail Button

One-Time Donation created from Classic Page Detail Button

One-Time Donation as a Side Bar Lightning ComponentOne-Time Donation as a Side Bar Lightning Component

One-Time Donation as a Side Bar Lightning Component

One-Time Donation in Salesforce1 MobileOne-Time Donation in Salesforce1 Mobile

One-Time Donation in Salesforce1 Mobile

One-Time Donation in Lightning Utility BarOne-Time Donation in Lightning Utility Bar

One-Time Donation in Lightning Utility Bar


Recurring Donation

Recurring Donations can be captured from the Blackthorn | Terminal. When launching the terminal from the above locations drop down the Action pick list and select New Recurring Donation

Within this screen:

Related To: Relate the Donation to an Account or Contact (existing or new)
Campaign: Select from available Campaigns
Payment Method:Available Payment options from the Related To Field
Description: Add a description to your Donation
Installment Period: Select from the available frequency options
Installments:Number of installments for the Recurring Donation
Schedule Type: Multiply or Divide the Amount by Total Installments
Amount: Donation Amount
Currency: Select from the list of available Currencies
Process Type: Select if you would like to capture the donation now or later based on a due-date

When selecting Process in the Blackthorn | Terminal a Recurring Donation, Payment Method, and related Transactions are created. From there your NPSP logic creates the related Opportunities.

Recurring Donation created from Classic Page Detail ButtonRecurring Donation created from Classic Page Detail Button

Recurring Donation created from Classic Page Detail Button

Recurring Donation as a Side Bar Lightning ComponentRecurring Donation as a Side Bar Lightning Component

Recurring Donation as a Side Bar Lightning Component

Recurring Donation in Salesforce1 MobileRecurring Donation in Salesforce1 Mobile

Recurring Donation in Salesforce1 Mobile

Recurring Donation in Lightning Utility BarRecurring Donation in Lightning Utility Bar

Recurring Donation in Lightning Utility Bar


New Donation and New Recurring Donation Buttons

Blackthorn | Donations has created two custom "page detail" buttons called New Donation and New Recurring Donation. This allows you to launch the Blackthorn | Terminal directly to the One-Time Donation or Recurring Donation Screen.

These two buttons are placed under the Account and Contact "buttons, links, and actions" during install or upgrade

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Place either custom button onto the Account or Contact Page Layout

To add these buttons to other objects:

  1. Navigate to the Object's "Buttons, Links, and Actions"
  2. Add New Button
  3. Enter In:
Label: New Donation OR New Recurring Donation
Select Detail Page Button
Content Source: OnClick JavaScript
This will automatically update the Behavior Field

Enter in either the New Donation OR New Recurring Donation Formula: example with Account Object

window.open('/apex/bt_stripe__BlackthornTerminal?id={!Account.Id}&action=new_onetime_donation','Blackthorn Terminal','toolbar=no,location=no,status=no,menubar=no,scrollbars=yes,resizable=yes,width=450,height=690');
window.open('/apex/bt_stripe__BlackthornTerminal?id={!Account.Id}&action=new_recurring_donation','Blackthorn Terminal','toolbar=no,location=no,status=no,menubar=no,scrollbars=yes,resizable=yes,width=450,height=690');

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Update {!Account.Id} with the Object Name that you are creating the button for.

  1. Select Save
  2. Place the custom button onto your desired Object Layout

Next Steps

  • Have questions about our Blackthorn | Terminal? Navigate over to our FAQs. Not seeing your question, please do not hesitate to email us @ [email protected]

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