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Donation Management
27. Q: How do I change the solicitor of a donation?

A: In the Relationships Tab:

  1. Select 'Donor' as the constituent type, enter the Donor's name, choose the event (or all events) and click 'Search'
  2. Select the Donors name
  3. In the Account Summary, scroll down to the Donation area and select 'Details'
  4. In the Donation Summary, select 'Change Solicitor'
  5. Search for the participant you would like to make the solicitor for this donation
  6. Click the participants name
  7. In the Change Solicitor Summary, select the 'Yes, Change' button
28. Q: How do I cancel a monthly donation plan?

A: In the Relationships Tab:

  1. Select 'Donor' as the constituent type, enter the Donor's name, choose the event (or all events) and click 'Search'
  2. Select the Donors name
  3. In the Account Summary, scroll down to the Monthly Donation Plan area and select 'Details'
  4. Select 'Edit Monthly Donation Plan'
  5. Beside the status field pull down menu, select 'Cancelled Monthly Plan'
  6. Select 'Save'
29. Q: How do I void a donation?

A: In the Relationships Tab:

  1. Select 'Donor' as the constituent type, enter the Donor's name, choose the event (or all events) and click 'Search'
  2. Select the Donors name
  3. In the Account Summary, scroll down to the Donation area and select 'Details' for the donation in question
  4. Select 'Edit Donation Information'
  5. In the Donation Status dropdown, select 'Voided'
  6. Select 'Submit'
  7. Select 'View Payments' and then select 'Details', then 'Void Payment'
  8. Select 'Yes, Refund'
  9. NOTE: You will need to contact your Payment Gateway directly for the reversal of funds
Administrator Settings
30. Q: How do I setup a new Administrator?

A: In the Configuration Tab:

  1. Select 'Setup Administrator'
  2. Enter all required fields, select 'Continue'
  3. Access rights can be customized by selecting 'Details' then 'Save' for both the Tabs & Menus and by Event
  4. Select 'Save'
31. Q: How do I give an administrator permission for a specific event only?

A: In the Configuration Tab:

  1. Select the administrator in question
  2. In the left menu, select 'Administrator Access Rights'
  3. Under Access Rights table, select 'Details' in the Events row
  4. Uncheck the box 'Allow All Existing and Future Events'
  5. NOTE: the page reloads to display all events.
  6. Select the events you wish to give permission to, select 'Save'
Google Analytics
32. Q: How do I add Google Analytics?

A:

  1. Add the UA-XXXXXY code inside Google Analytics to the Widget section (code found under "profile" when logged into GA)
  2. After about 24hrs, information from the Artez system can be seen populating inside GA
  3. Information will include all the standards of GA (i.e. Site traffic, visitors, browsers/platforms etc.)
  4. One of the many Google Analytics functions deals with predefining "Goals" to track data. Artez has simplified this process by automatically having GA track two points of conversion: (1) Completed donation (Goal #1) and (2) Completed Registration (Goal #2)
  5. Because these two goals are already populating inside GA, the "goal funnels" for completed donations & completed registrations can be viewed
33. Q: How do I set up different profiles for different events?

A:

  1. As many "profiles" as desired can be set up in a single GA account
  2. Each profile has a unique UA-XXXXY number
  3. Locate the "create new profile" button inside GA
  4. In the case of having ONE Google Analytics master account, it is possible to add a new profile purely for Artez pages
  5. If every event is to use the same "profile", stats from each event or donation form will roll-up and appear in one Google Analytics chart
  6. If every event is to have a different "profile" (good for comparison purposes), add a unique UA-XXXXY for each event or donation form
  7. To add stats from Artez pages to the entire web site tracking chart, use the profile UA-XXXXY code that is currently used to track your web site
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