In the Virtual Terminal, you can register peer-to-peer participants on their behalf. Through the Virtual Terminal, you can process registrations using offline payment methods.
Contents:
Getting Started
To access the Virtual Terminal, click the Terminal icon in the left-hand navigation of your Qgiv control panel.
Here, you'll see the Select a Form, Auction, or Peer-to-Peer Campaign drop-down menu.
Select your peer-to-peer campaign in the drop-down and then choose Registrations.
The Registrations screen is where you’ll enter cash, check, eCheck, or credit card registrations. The Virtual Terminal supports both online and offline registrations.
Registration Details
In the Registration Details section, you'll enter the information regarding what type of registration you want to complete.
First, select a Classification, if applicable. You'll then select a Registration Type and a Category.
Choosing Create a Team will populate fields for the Team Name and Team Fundraising Goal.
Choosing Join Team will populate a search field allowing you to search for an existing team that your new registrant would like to join.
If you’re adding an Individual participant who should be linked with another participant, use the Search Parent Registration tool to locate the desired person. Once you’ve located the desired parent registrant, click the button next to their name to make your selection.
Adding a parent registration will allow the parent to manage the new participant's registration details from their Fundraising Dashboard. In the case of adding a parent to a non-fundraising participant, this will list them as a team member, even if they're not fundraising.
You also have the ability to apply a Promo Code. If applicable, enter it in the provided field.
If enabled in your Campaign Settings, you'll also see an area to add an additional one-time donation for whomever you're registering. Non-fundraising participants also have the option to make a one-time donation. This will appear below the Promo Code box.
If you've also got Automated Matching Gifts enabled on your peer-to-peer campaign and have integrated with either the Double the Donation or HEPdata matching gift service integrations, the option to search for an employer and create a matching gift record will appear when a one-time donation is entered.
If you've enabled Manual Matching Gifts, you'll see the manual matching fields after a one-time donation is entered.
You'll also need to enter the participant's email address. They'll receive an email containing a link so they can set their own password.
You can also set a Personal Fundraising Goal here.
If the Category has a Fundraising Commitment associated with it, you’ll see a message above the Personal Fundraising Goal field, indicating that the minimum goal must match the Commitment Amount for the category.
Contact Information
Right below the Registration Details section is the Contact Information section. Here, you’ll enter the participant's full contact information. This section may look a little different, depending on the type of registration you're doing. If you're registering a non-fundraising participant, you'll be asked to enter their email here instead of in the registration section. They won't receive an email to set a password.
Transaction Notes
Next, you'll see an area to enter any notes you may have about the transaction. The notes are private and for internal use only, they'll never be shared publicly.
These notes can be edited after a transaction has been entered by clicking on the transaction ID in your recent activity feed or from your reporting interface after you've located the transaction in question. Once you've clicked the transaction ID, you'll see a Memo option. Click Edit to change the existing notes or Add if you didn't initially enter notes but would like to.
Payment Information
Once all of the applicable information about your registration is entered, you'll see a Payment Information section at the top right with your total cost populated right below.
You have four options: Credit Card, eCheck, Cash, or Check. Choosing Credit Card and eCheck are online transactions, cash and check are offline.
For Credit Card payments, enter the card number, expiration date, and cardholder name. Then, click Process Registration.
If you choose eCheck, enter the account and routing number for processing purposes. Then, click Process Registration.
If you choose Cash, you'll note that all payment information is hidden and you'll have the ability to hit the Process Registration button to enter the transaction.
If you choose Check, enter a check number before clicking Process Registration.
Both cash and checks are considered offline transactions.
If the participant is registering for a category with a Fundraising Commitment, you won't be able to select the offline Cash or Check payment options because you’ll need to store a payment method for charging later.
You'll also have to check the box for the Commitment Agreement on the participant’s behalf before you can Process Registration.
To learn more about Fundraising Commitments, check out this article.
All registrations entered through the Virtual Terminal will be tagged with Virtual Terminal as their source and will be available to you in the Participants section of Constituents for reference or editing.
Need to know who entered a Virtual Terminal transaction? The user who entered the transaction will be listed under the Created By field in your transaction reports.