home

MinistryPlatform

RealmRealm AccountingMinistryPlatformeGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite
RealmRealm AccountingMinistryPlatformeGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite

What would you like to know more about?

Show Contents

Show Page Sections

thumbnailMinistryPlatform

Giving

OnlineGiving.Org Integration

Integrate with OnlineGiving.Org to use its giving features in the PocketPlatform app.

You can provide a seamless transition from your giving app to OnlineGiving.Org. Did we mention that authentication is passed from PocketPlatform? That means users don't have to log in again, so it's truly seamless!

Note: For information on the Platform integration, see the OnlineGiving.Org topic.

How It Works

When individuals click Give in the app menu, they stay in the app and see the available options. They can select the designation or fund to give to, enter the amount (at least $3.00), then select whether to this is a one-time or recurring gift. Then they click Give to enter their payment information on the vendor's website. Once the transaction is complete, they'll see a confirmation message and be directed back into the app where they left off.

Image displaying a Giving page in the PocketPlatform app. There is a Choose an option drop-down list, the dollar amount on the right, options to make the donation one-time, weekly, or monthly, and the blue Give button under those options.

Tip: Want to customize or skip the Giving screen in the app? See Customizing the Experience for details, and contact Support to apply customizations!

To do this, you'll need to edit the Program record in MinistryPlatform to include a value for OLG Fund and, if needed, OLG Sub Fund. These values are available from OnlineGiving.Org. Once you add a fund or subfund, its Statement Title displays in the Designations drop-down list in PocketPlatform.

Note: Only someone with administrator access to your OnlineGiving.Org account can obtain the necessary values. For more information on performing any other actions in the OnlineGiving.Org admin panel, email their team at support@onlinegiving.org.

Find and Add a Fund

Add a fund from your organization's OnlineGiving.Org site to display in the PocketPlatform app.

  1. Log in to your church's OnlineGiving.Org site, usually "https://churchname.onlinegiving.org/admin/" (where "churchname" is your church's name).
  2. In the sidebar, click Funds.
    The Funds List page displays all active and inactive/past Funds.
  3. Locate the Fund you want, click the corresponding gear icon in that row, and select Edit Fund in the menu.

    Example of an OnlineGiving.org site showing the Funds page, and a gear drop-down menu with an option to Edit Fund

    The Edit Fund page displays.
  4. Locate the Unique Keyword/Code field, and copy the text to use in a later step.
    Edit Fund page showing the Unique Keyword/Code Field with the text "Tithe & Offering".
  5. Scroll down to locate the MinistryPlatform Program & Pledge section. Confirm that the OLG Fund is assigned to a MinistryPlatform Program, and remember which Program ID is assigned. (For example, the Program ID below is "380".)
    MinistryPlatform Program & Pledge section showing the MinistryPlatform Program field with the selection "Program #380 - Tithes & Offerings (Statement Title: Tithes & Offerings)".
  6. Log in to MinistryPlatform.
  7. Go to Church Structure > Programs, and locate the Program record you identified.
  8. Edit the record, and locate the OLG Fund field (near the bottom). In that field, paste the exact text you previously copied.
    Program record #380 in MinistryPlatform showing the OLG Fund field with the text "Tithe & Offering".
    Tip: This is a good time to check that the Statement Title is entered the way you want it to display in the app.
  9. Save the record.
The fund displays (using the Statement Title value) in the Designations drop-down list in PocketPlatform. When the individual is directed to the OLG website, the OLG Fund will be selected.

Find and Add a Subfund

Add a subfund from your organization's OnlineGiving.Org site to display in the PocketPlatform app.

  • Before adding a subfund, make sure you add the appropriate fund to the Program record. Both the OLG Fund and OLG Sub Fund fields must be entered in order for a Sub Fund to display in the app.
  1. Log in to your church's OnlineGiving site, usually "https://churchname.onlinegiving.org/admin/" (where "churchname" is your church's name).
  2. In the sidebar, click Funds.
    The Funds List page displays all active and inactive/past Funds.
  3. Locate the Fund of the subfund you want, click the gear icon to the far-right in that row, and select Manage Sub Funds from the menu.

    Example of an OnlineGiving.org site showing the Funds page, and a gear drop-down menu with an option to Manage Sub Fund

    The Sub Funds page displays.
  4. Locate the subfund you want, click the gear icon to the far-right in that row, and select Edit Fund in the menu.

    Example of an OnlineGiving.org site showing the Subfund page, and a gear drop-down menu with an option to Edit Fund

  5. Locate the Unique Keyword/Code field, and copy the text to use in a later step.
  6. Scroll down to locate the MinistryPlatform Program & Pledge section. Confirm that the OLG Fund is assigned to a MinistryPlatform Program, and remember which Program ID is assigned.
  7. Log in to MinistryPlatform.
  8. Go to Church Structure > Programs, and locate the Program record you identified.
  9. Edit the record, and locate the OLG Sub Fund field (near the bottom). In that field, paste the exact text you previously copied.
    Tip: This is a good time to check that the Statement Title is entered the way you want it to display in the app.
  10. Ensure that the OLG Fund field is also entered. If not, add the fund now.
  11. Save the record.

The subfund displays (using the Statement Title value) in the Designations drop-down list in PocketPlatform. When the individual is directed to the OLG website, the OLG Sub Fund will be selected.

Reordering Funds in the App

Once added, funds and sub-funds display alphabetically by Program name in the app. However, you can reorder items based on the Online Sort Order field on the Program record. The app orders items first by the Online Sort Order then by the Program name.

Remove Funds

You can remove a fund from being visible in the app.

  1. Log in to MinistryPlatform.
  2. Go to Programs, and locate the associated Program record.
  3. Open the record.
  4. Locate the OLG Fund, and clear the field.
  5. If applicable, locate the OLG Sub Fund, and clear the field.
    OLG Fund field and OLG Sub Fund field
  6. Save the record.

This fund no longer displays in the Designation drop-down list in PocketPlatform.

Customizing the Experience

Decide how the OnlineGiving.Org integration should work for users in your PocketPlatform app.

There are a few ways to customize your users' experience. But remember, you must contact Support to recompile your app in order for these customizations to display.

Giving Screen
You can use either text values for the heading and body or the General Content Engine (GCE) screen.

If you don't want to show the giving screen at all, and instead send users directly to the OnlineGiving.Org website, contact Support for assistance. We can add a link in your navigation that automatically logs in the authenticated user and allows them to enter their gift directly with the vendor.

Contribution Statements
You can show or hide the link to view contribution statements on the Giving screen.

Default is olgShowContributionStatementLink: false, preferredForwardBufferDuration: 0

Recurring Giving
You can show or hide the options for recurring gifts (One-Time, Weekly, and Monthly) on the Giving screen.

Default is olgShowRecurring: false

Links to the OnlineGiving.Org Website
You can link to different pages of the OnlineGiving.Org website from PocketPlatform screens. And, user authentication is passed from the app to their site, so users don't have to log in again!
To add a link in your navigation menu, contact Support. To add a link to a List of Lists or Announcement record, just enter the Link URL with "(onlineGiving)" directly in front of the URL. For example:
  • Recurring gifts list- (onlineGiving)https://<your OnlineGiving website>/donate/recurring
  • Contribution statement- (onlineGiving)https://<your OnlineGiving website>/statement
  • Custom giving form- (onlineGiving)https://<your OnlineGiving website>/donate/form/171
  • Household Invoices page- (onlineGiving)https://<your OnlineGiving website>/donate/mp_invoices
Product Integration
portal
PocketPlatform

Last updated: October 29, 2024