Set Frequency and Payment Parameters in Transaction Entry Block

Introduction

Simple Donation is the only Financial Gateway that includes an easy and direct method for taking ACH and Credit Card payments in RockRMS with some additional features such as Cover the Fee.

Included in the new v.1.16.10 plugin, the Simple Donation Transaction Entry block features two additional settings which allow you to set a URL parameter for Frequency and Payment Date. This is very useful for setting defaults to these values on a specific giving or event registration page in RockRMS. Example: Child-care, school, or content subscription with consistent start dates and frequency for everyone's scheduled payments.
This can be linked to an Event Registration in order to set a few defaults to a schedule by updating the Registration Confirmation Text field ScheduleEventPayments link. See the article on setting up Scheduled Event Payments for details:

Implementation

Setting Up Your Transaction Entry Block to use the Frequency Parameter

With the Frequency Parameter, you can auto-fill the frequency used on the Transaction Entry Block. In the block settings, scroll down to the Frequency Param setting. This will be the parameter you use to select the frequency. You may update this term to your liking in the Simple Donation Transaction Entry Block settings but the default will use "Frequency".

  1. In order to use the Frequency and Payment Date parameters you'll need to first find the guid for the frequency. This is used to connect the value to pass in as a parameter. The block expects a Guid pointing to a Defined Value.
  2. To find the correct Guid for the Frequency, go to Power Tools > SQL Command and run the following code:
    SELECT dv.Value, dv.Description, dv.Guid
    From DefinedValue dv
    Join DefinedType dt on dt.Id = dv.DefinedTypeId and dt.Guid = '1f645cfb-5bbd-4465-b9ca-0d2104a1479b'
    		

    Running the SQL query will give you a list of frequencies along with their Guids:

  3. For example: if we want the page to automatically select monthly payments, we’ll pass in the following page parameter into the URL (not the block setting): Frequency=1400753c-a0f9-4a45-8a1d-81c98450bd1f.
    This gets us the following payment page, with the frequency preselected:

This is handy for scoping specific giving pages for various needs around scheduled payments where you'd like to pre-determine the frequency.


Setting Up Your Transaction Entry Block to use the Payment Date Parameter

With the Payment Date Parameter, you can auto-fill the payment date used on the Transaction Entry Block. In the block settings, scroll down to the Payment Date Param setting. This will be the parameter you use to set the payment date. You may update this term to your liking in the Simple Donation Transaction Entry Block settings but the default will use "PaymentDate".

  1. For the Payment Date there is no other settings or setup required. Simply ensure that the URL that the Simple Donation Transaction Entry block is located on has a define parameter in the URL for the default start date of a scheduled gift. For example: if we want the payment date to default to 7/14/2021, we’ll pass in the following page parameter into the URL (not the block setting): PaymentDate=7/14/2021. This gets us the following payment page, with the date preselected: