This webinar is about managing and refunding contributions in the EveryAction platform.
The webinar covers the process of editing and refunding contributions, including when contributions can be adjusted or deleted, and the different adjustment types available such as refunds, chargebacks, and insufficient funds. It explains how to make adjustments to individual contributions as well as use bulk editing tools to update multiple records at once. The webinar also discusses the Financial Batch Manager feature, which allows users to track contributions in groups and apply batch-level updates.
The webinar then focuses on features that enhance the mobile donation experience, such as auto-scroll and fast action, which streamline the form completion process. It covers the ability to use mobile device cameras to scan credit card information, as well as the integration of Apple Pay and PayPal for one-click donations. The webinar also explains the self-service portal, which allows supporters to manage their own records, view contribution histories, and request donation receipts. It details the customization options for the self-service page and the secure login process for supporters to access the portal.
