17. How to Donate as an Ambassador Using a Recurring Donation on the Wishes App (Desktop)
17. How to Donate as an Ambassador Using a Recurring Donation on the Wishes App (Desktop)
Welcome to the Wishes App! This guide will help you, as an Ambassador, navigate the process of making recurring donations using the desktop version of the app. Recurring donations allow you to provide continuous support to your chosen stories, fostering sustained impact and long-term assistance. Follow the steps below to set up and manage your recurring donations effectively.
Donating as an Ambassador Using a Recurring Donation
As an Ambassador, you have the ability to set up recurring donations, ensuring ongoing support for the stories you care about. This guide outlines the steps to make a recurring donation, manage your donation settings, and monitor your contributions.
Step-by-Step Guide to Making a Recurring Donation
Step 1: Log In to the Wishes App on Desktop
- Action: Launch the Wishes App on your desktop.
- Details: Ensure you are logged into your Ambassador account. If not, enter your email and password to access your profile.
Step 2: Browse and Select a Story
- Action: Navigate to the "Browse Stories" section from the main menu.
- Details: Browse through the list of available stories or use the "Search Stories" and "Filters" options to locate a story you wish to support.
Step 3: View Donation Details
- Action: Click on the story title to open its detailed view.
- Details: Here, you can see the story's description, fundraising goals, amount raised by categories, and an option to donate.
Step 4: Click the "Donate" Button
- Action: Click the "Donate" button within the story's detailed view.
- Details: This will initiate the donation process, allowing you to specify the total amount you wish to donate.
Step 5: Select the "Recurring Donation" Option
- Action: Choose the "Recurring Donation" option from the available donation methods.
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Details:
- Recurring Donation Benefits: Allows you to set up automated, periodic donations (e.g., weekly, monthly) to provide continuous support.
- Default Settings: As an Ambassador, the "Recurring Donation" option is readily available without additional prompts.
Step 6: Enter the Total Donation Amount
- Action: Input the total amount you wish to donate.
- Details: Specify the total donation amount that will be divided among the selected categories within the story.
Step 7: Select Categories to Donate To
- Action: Choose up to three categories you wish to support within the story.
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Details:
- Multiple Categories: As an Ambassador, you can allocate your donation across multiple categories to maximize your impact.
- Division of Funds: The total donation amount will be automatically divided among the selected categories.
Step 8: Add a Message to the Wisher
- Action: Enter a personalized message in the "Leave a Message" field.
- Details: This message will be sent to the wisher to express your support and encouragement.
Step 9: Configure Recurring Donation Settings
1. Select Recurring Interval
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Action: Choose how often you want your donation to recur.
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Options Available:
- Weekly
- Monthly
- Quarterly
- Yearly
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Options Available:
- Details: Select the interval that best fits your ability to provide ongoing support.
2. Choose Payment Method
You have two options to select a payment method for your recurring donation:
Situation #1: Using a Saved Credit Card
- Action: Click on the "Select Card" button.
- Details: You will see a list of your saved credit cards.
- Action: Click on the "Use This Card" button next to the card you wish to use.
- Confirmation: Confirm your selection when prompted.
- Result: Your recurring donation will be processed using the selected saved credit card.
Situation #2: Adding a New Credit Card
- Action: Click on the "Add New Card" button.
- Details: A form will appear for you to enter your new credit card details.
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Action: Fill in the required personal and card information:
- Card Number: Enter your 16-digit credit card number.
- Expiration Date: Input the card's expiration date (MM/YY).
- CVV: Provide the 3-digit CVV code from the back of your card.
- First Name and Last Name: Enter the name as it appears on your credit card.
- Address: Input your billing address.
- ZIP Code: Enter the ZIP code associated with your billing address.
- Action: Click the "Save Card" button to store your new credit card information securely.
- Action: After saving, click the "Select This Card" button to use it for your recurring donation.
- Confirmation: Confirm your card selection when prompted.
- Result: Your recurring donation will be processed using the newly added credit card.
Step 10: Configure Donation Options
As an Ambassador, you have additional donation options:
Pay Fee for Wisher
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Action: Decide whether to cover the donation fee for the wisher.
- Default Setting: "Pay fee for wisher" is enabled by default, adding a fee to each selected category.
- Action: To disable, simply click the checkbox to turn off this option.
- Important Note: If you are donating to multiple categories, the fee will be applied to each category separately.
Fund Instantly
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Action: Decide whether to fund your donation instantly.
- Default Setting: "Fund Instantly" is enabled by default, ensuring immediate processing of your donation.
- Action: To disable, click on the toggle to turn off this option.
- Important Note: As an Ambassador, you have the ability to fund instantly, unlike non-Ambassadors.
Step 11: Complete the Recurring Donation
- Action: After configuring your donation options, click the "Donate" button to finalize your recurring donation.
- Details: If all information is correctly entered and the transaction is successful, you will receive a confirmation message regarding your donation setup.
Step 12: View Your Donation
- Action: After donating, click on the "View All Donors" button located at the bottom of the story.
- Details: Your recurring donation will be listed at the top of the donors' list, allowing you to see your ongoing contribution.
Step 13: Check Your Transaction on the Dashboard
- Action: Open your Dashboard within the Wishes App.
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Details:
- Transaction Status: Your recurring donation will appear as "Completed" on the list with the total amount (e.g., $103.30), which includes the donation and any applicable fees.
- Fee Details: The dashboard will display the fee transaction (e.g., $1.80) and the main donation amount (e.g., $50.00).
- Important Note: As an Ambassador, you are responsible for paying the fee for each category you donate to. Unlike non-Ambassadors, you cannot cancel transactions once they are completed due to the instant funding feature.
Step 14: Review Transaction Details
- Action: Click on the transaction record in your Dashboard to view detailed information.
- Details: You can see the breakdown of the fee and main donation amounts, along with the "Completed" status.
- Important Note: Since you can make instant donations as an Ambassador, transactions will have a "Completed" status, and you cannot cancel them.
Troubleshooting Recurring Donation Issues
Encountering problems while setting up or managing a recurring donation? Here are some common issues and their solutions:
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Unable to Select "Recurring Donation" Option:
- Description: The "Recurring Donation" option is not clickable or available.
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Solution:
- Ensure you are logged in as an Ambassador user.
- Verify that your account is properly upgraded to Ambassador status.
- Refresh the page and try selecting the option again.
- Clear your browser’s cache and cookies, then attempt the process again.
- Contact support if the issue persists.
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Donation Confirmation Not Received:
- Description: After clicking "Donate," no confirmation message appears.
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Solution:
- Ensure that all required fields are filled out correctly.
- Check your internet connection and refresh the page.
- Look for any pop-up blockers that might be preventing the confirmation message.
- Contact support if the issue persists.
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Fee Not Being Applied Correctly:
- Description: The transaction fee is not reflecting as expected.
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Solution:
- Review the donation details to ensure the "Pay fee for wisher" option is selected.
- Refresh your Dashboard to see if the fee appears correctly.
- Contact support for assistance in verifying the transaction fee.
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Cannot Cancel a Completed Transaction:
- Description: Attempting to cancel a transaction that is already completed.
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Solution:
- Understand that as an Ambassador, you cannot cancel completed transactions due to instant funding features.
- If there is an issue with the transaction, contact support for assistance.
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Payment Declined:
- Description: Your recurring donation is declined.
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Solution:
- Verify that your credit card details are entered correctly.
- Ensure your card has not expired and has sufficient funds.
- Contact your bank to inquire about any holds or restrictions on your card.
- Try using a different credit card if possible.
- Contact support if the issue remains unresolved.
Need Assistance?
If you have any questions or need help during the recurring donation process, please contact our support team at support@wishes.com. We're here to help you support the stories that matter most to you with ease.
Tips for a Smooth Recurring Donation Experience
- Ensure Sufficient Wallet Funds: Before initiating a recurring donation, verify that your wallet has enough balance to cover the total donation amount and any applicable fees.
- Double-Check Information: Verify all entered details, including donation amount, selected categories, and payment information, to prevent errors.
- Leverage Multiple Categories: As an Ambassador, utilize the ability to donate to multiple categories to maximize your impact across different aspects of the story.
- Understand Fee Implications: Be aware that each category you donate to incurs a separate fee if you choose to pay the fee for the wisher.
- Secure Your Account: Use strong passwords and enable two-factor authentication to protect your account and wallet funds.
- Monitor Transactions: Regularly check your Dashboard to keep track of your donations and their statuses.
- Engage with Donors and Wishers: Leave meaningful messages to wishers and engage with other donors to build a supportive community around your causes.
Next Steps: Managing Your Recurring Donations
After successfully setting up a recurring donation, you can manage your contributions by:
- Tracking Donations: Monitor the status of your recurring donations through your Dashboard.
- Reviewing Donation History: View past donations and transaction details for your records.
- Updating Payment Methods: Add or remove credit cards from your saved payment methods as needed.
- Adjusting Donation Settings: Modify the donation amount or frequency of your recurring donations.
- Engaging with Stories: Return to the stories you support to leave additional messages, share updates, and track fundraising progress.
- Maximizing Ambassador Benefits: Utilize the enhanced features available to Ambassadors to boost your fundraising efforts and support multiple causes effectively.
By following this guide, you can efficiently set up and manage recurring donations as an Ambassador on the Wishes App desktop version, ensuring your support consistently reaches the intended stories. If you need further assistance, don't hesitate to reach out to our support team.
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