Utilizing Slate Payments allows for the collection of gift and payment details on a Slate form. Similar to other forms within Slate, this form must include person information that can match onto records that already exist in your database, as well as create new records where one does not exist. This overview walks through the steps to required to collect gifts and pledges on external forms as well as configuring the payment widget using a simple calculation.
Pledging via Form
When “Make a Pledge” is selected, the form the dynamically shows pledge related questions. All pledge fields can be dragged and dropped from the form palette. In this section, a payment widget will not be included.
Important!
To ensure that a giving form is collecting enough information to create a new/match to an existing record in Slate, the following fields should be included on a person-scoped form:
- First Name
- Last Name
- Birthdate
- Email Address
- Gift Type
- Gift Status
- Gift Fund
- Gift Amount
| System Field | Field Scope | Mapping |
|---|---|---|
| Soft Credits | Giving - Pledge | Apply - Apply Relationship to Soft Credits |
| Pledge Status | Giving - Pledge | Pledge - Status |
| Pledge Type | Giving - Pledge | Pledge - Type |
| Pledge Fund | Giving - Pledge | Pledge - Fund |
| Pledge Amount | Giving - Pledge | Pledge - Amount |
| Installments | Giving - Pledge | Pledge - Installments: Number of Installments |
| Installments Months | Giving - Pledge | Pledge - Installments: Months Between Installments |
| First Installment | Giving - Pledge | Pledge - Installment: Date Override |