Object definitions

Core Objects

Donation Form

• Each donation form you want to share with your donors is configured as a Donation Form record

Form Amount

• Set each Amount to collect for your Donation Form

Form Question

• Create custom questions and mappings for each Donation Form

Secondary Objects

Donation Form Submissions

• When donations are submitted, the Payment Method and first Transaction are processed immediately. The rest of the data is inserted as a Form Submission record and processed on a schedule in the background every five minutes

Payment Method

• Created immediately from the donor's web form submission, updated to relate to the Account, and Contact when the Form Submission process runs

Transaction

• Created immediately from the donor's web form submission, updated to relate to the Recurring Donation, Opportunity, Payment, Account, and Contact when the Form Submission process runs

Standard NPSP & Salesforce Objects

Recurring Donation

• If a non one-time donation is submitted (such as monthly), the Form Submission will auto-create a Recurring Donation record. This then auto-creates Opportunities

Opportunity

• Created from the Form Submission record if one-time. If not a one-time donation, Opportunities get created from the Recurring Donation record

Payment

• Standard functionality enforced
• Mirrored with the Transactions object (from Blackthorn | Payments)

Campaign

• If a Campaign is related to the Donation Form, the donor from the web form submission will result in an auto-created Campaign Member related to the specified Campaign

Account

• Created automatically if a Contact is created as a Household

Contact

• Attempted match on exact email upon submission of the form. If a match, relate all automation to that matched Contact. If no match, the form submission creates a new Contact