After the Canvass

ePledge

A tutorial for canvassers: Assisting donors to make their gift online

Module 2Version 31

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Table of Content• What is ePledge?• Things you need to know• Logging in

– Access Page Elements– New user– Returning user (same department)– Returning user (different email)

• ePledge — Payroll Deduction• Choosing where to give

– Named recipient organizations– Other United Ways– Other Canadian registered charitie

s– A note on privacy preferences

• ePledge — One-time Credit Card donation

• ePledge — Monthly Credit Card donation

• ePledge — Making a PayPal donation

• Creating or Updating My Profile• My Donation History• Tracking and Reporting

3

What is ePledge?• ePledge is the main mechanism used to make a

donation to a charitable organization through the GCWCC

• Use ePledge for donations by– Payroll – One time Credit card– Monthly credit card– PayPal (one time)

But what about the Gift Form?

In organizations that have adopted ePledge, the Gift form must be used for the following gifts:

Cash Cheque

Upon donor request, the Gift form (see Module 3) can be used for Payroll and Credit Card donations.

4

ePledge is…• A series of 10 pages– 2 Access pages– 4 donation pages– 2 verification pages– 1 profile page– 1 donation history page

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The Login page

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The Access Page

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A screen that lets you choose how you wish to pay for your donation

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Payroll or…

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Credit Card

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A screen to choose your charities of choice

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A screen to verify your gift

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A confirmation screen

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There is also a profile page that contains information that allows us to issue a receipt!

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And (New!) a donation history page

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That’s basically ePledge!

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• For a step by step approach, the following slides should answer any and all questions that you might have

Welcome to ePledge!

Content• In the next 15 minutes, you will learn how to– Help someone log on to ePledge– Guide donors to make their ePledge gift through• Payroll deduction• One-time credit card• Monthly credit card

– Help donors view/modify their profile– Show donors how to view their donor history– Tracking and reporting in an ePledge world

17

Things you need to know• For security purposes, ePledge will automatically logout the user when it

is inactive for more than 15 minutes• Using the browser “back” button will logout the user – use the left hand

menu, or the appropriate button at the bottom of each page (cancel, back, etc.)

• For Payroll Deductions, the donor must have unique departmental information in addition to the PRI/REG/employee number. This information includes the Dept Code, Pay List Number, and Pay Office and can be found – On the donor’s pay stub / PWGSC’s Compensation Web Application; or– Some departmental leave system (e.g. PeopleSoft) may also have this information

• Donors can use ePledge to make any combination of Payroll Deduction, one-time credit card, and monthly credit card donation

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ePledgeNational Capital Region (NCR)*

Currently, the GCWCC ePledge is only available to the NCR campaign. Employees working outside of the NCR must still use the National GCWCC Gift form.

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ePledge Registration• The links provided to employees

will direct them directly to their department’s ePledge registration page

• This is where a donor registers to access ePledge

• The process is slightly different depending on whether the user is– A new user;– A returning user, with the same email

as the one used last year; or– A returning user that gave last year

through the GCWCC, at another government department

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New User Registration• New users are to enter their

work email

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User work email

Important Note!In ePledge, the User ID = the work email address• This is the only way that ePledge

recognizes individuals

Login: New User Registration page• If the new user’s email

address is NOT recognized, he/she will be asked to provide information like– Full name– A new password (8 characters,

alphanumeric, not case sensitive) and hint

– Complete home address– Branch and division

22

Login: New User Registration page• Finally, type in the verification

code provided on the screen– it will be different than the one

pictured here

• Then click Register

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New User Registration• If the new user’s email

address is recognized (e.g. has been previously submitted on the Gift form)– The verification code provided

on the screen must be entered• It will be different than the one

pictured here

– Then click Register

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User work email

Important Note!In ePledge, the User ID = the work email address• This is the only way that ePledge

recognizes individuals

New User Registration page• In both cases, a system-

generated “Registration Confirmation” email that includes a link to confirm the registration will be sent to the donor– When the User clicks the link

in that email, their ePledge registration will be confirmed

25

New User Registration page• For the new user whose

email address was recognized, a second system-generated “Registration Complete” email will then be sent to the user – confirming their User ID and – prompting the user to set their

password (if not yet done)• Click here to set the

password, and access ePledge

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You’ve made it in!

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But what about returning users?• Remember! The process is slightly different for returning users• Click the links to find out about– A returning user, with the same email as the one used last year; or– A returning user (OGD) that gave last year through the GCWCC, at

another government department

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Welcome screen• Notice that several elements* are

available on this screen!– The security certificates– The Privacy statement– The Technical support

• There are also new things on this screen!– The greeting, with donor name – A left side menu where the donor can

choose to• Pledge now• Update their profile• View their Donation history• Get Help• Log out

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*Click here to find out why these elements are important

Making a Donation

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Making a donation• To start, click on Pledge Now

– There are two Pledge Now buttons

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Making a donation• As you can see, Donors can

use ePledge for four methods of donations*

• Donors simply have to click on the radio button of their preferred method of payment– We’ll start by the Payroll

Deduction

*For cash or cheque donations, donors must use the Gift Form

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• This screen will be tailored specifically to your organization, so it may not look exactly as you see here

Making a payroll deduction donation

33

Not all employee categories (term, casual, etc.) can give through payroll deduction. Find out from your GCWCC campaign team!

• Typically, the donor can see– The amount he/she gave last year– The number of pay periods

• The payroll office requires that the Donor provide this information– This information is located on the

donor’s pay “stub”*– Note that some departmental

“Leave systems” may also have this information

• Please note that the Pledge Amount will be determined according to the sum of the donation

• Click Next

Making a payroll deduction donation

* As of April 2013, donors may need to access this information on PWGSC’s Compensation AppliWeb

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Choosing where to give• This is where donors indicate

to which charitable organization(s) they would like to make their donation

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Note The amount to be entered in the donation field is the full amount (per year) designated to that charity. It is not the “per pay” amount.

Choosing where to give• Before we begin, note that

there is a link to Canada Revenue Agency’s Charitable donation tax credit estimator– This enables the donor to estimate

the reduction on his/her income tax

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Choosing where to give• The three named recipient

organizations for the GCWCC in the National Capital Region are featured here– United Way Ottawa– Centraide Outaouais– Healthpartners

$200.00

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Choosing where to give• The three named recipient

organizations for the GCWCC in the National Capital Region are featured here– United Way Ottawa– Centraide Outaouais– Healthpartners

$200.00

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Choosing where to give• The three named recipient

organizations for the GCWCC in the National Capital Region are featured here– United Way Ottawa– Centraide Outaouais– Healthpartners

$200.00

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Choosing where to give• Donors can also give to

– Any other United Way/Centraide in Canada; and

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Choosing where to give• Donors can also give to

– Any other United Way/Centraide in Canada; and

– Any other Canadian Registered Charities

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Choosing where to give• To give to other United Ways,

the donor must– click on the link, then

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Choosing where to give• To give to other United Ways,

the donor can – click on the link, then– Scroll through the list of other

United Ways• Listed numerically, as seen on the

calendar

– Click the “next page” button until you find the United Way that you’re looking for

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Choosing where to give• To give to other United Ways,

the donor can – click on the link, then– Scroll through the list of other

United Ways• Listed numerically, as seen on the

calendar

– Click the “next page” button until you find the United Way that you’re looking for

– Add the amount in the corresponding box

$200.00

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Choosing where to give• To give to other United Ways,

the donor can – click on the link, then– Scroll through the list of other

United Ways• Listed numerically, as seen on the

calendar

– Click the “next page” button until you find the United Way that you’re looking for

– Add the amount in the corresponding box

– Click Add

$200.00

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Choosing where to give• To give to any other

Canadian registered charity– This section contains

information on most charities supported by the GCWCC donors in the past

– Donors can search by keywords or registered charity number

• Click Search

Pipe

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Note There is a minimum $26 donation for all other Canadian registered charity.

Choosing where to give• Charities containing that

search criteria already in the GCWCC database will be listed

• Enter the amount to designate to this charity

• Click Add

$200.00

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Choosing where to give• If the donor’s charity is

NOT found, donors can manually enter their chosen charity by clicking here

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Choosing where to give• In the new window, donors

can click here to search the CRA registered charity database

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How to search for a registered charity• Search CRA (a separate

web browser window will open)– Type in a portion of the

Charity name– Click Search

Children

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How to search for a registered charity• A list of charities

associated with this keyword is displayed– Click on the link of the

charity of your choice

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How to search for a registered charity• Information on this charity

will be displayed

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How to enter a registered charity• Enter the charity’s information

found on the CRA website in the appropriate boxes– Every field MUST be completed

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How to enter a registered charity• Enter the charity’s information

found on the CRA website in the appropriate boxes– Every field MUST be completed

• Don’t forget to enter the amount designated to this charity

• Click Add

$200.00

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Note As long as the charity maintains its Canadian registered charity status (in accordance with Canada Revenue Agency policy), it will remain in the GCWCC ePledge database.

Choosing where to give• And no matter where a Donor

chooses to give, the total gift adds up on the top of the screen

$200.00

$200.00

$200.00

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Choosing where to give• And no matter where a Donor

chooses to give, the total gift adds up on the top of the screen

$200.00

$400.00

$400.00

$200.00

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Choosing where to give• And no matter where a Donor

chooses to give, the total gift adds up on the top of the screen

$200.00

$600.00

$600.00

$200.00

$200.00

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Choosing where to give• And no matter where a Donor

chooses to give, the total gift adds up on the top of the screen

$200.00

$800.00

$800.00

$200.00

$200.00

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Choosing where to give• And no matter where a Donor

chooses to give, the total gift adds up on the top of the screen

$200.00

$1000.00

$1000.00

$200.00

$200.00

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Choosing where to give• And no matter where a Donor

chooses to give, the total gift adds up on the top of the screen

$200.00

$1200.00

$1200.00

$200.00

$200.00

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Choosing where to give• Once the donor’s choices have

been made, click Next

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Verifying• Before the gift is processed, the

donor is asked to verify personal information

• Donors are to – Verify the Honor Roll information

• will appear only if giving at the Leadership level ($1000+)

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Verifying• Before the gift is processed, the

donor is asked to verify personal information

• Donors are to – Verify the Honor Roll information

• will appear only if giving at the Leadership level ($1000+)

– Verify their email and postal address; and

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Verifying• Before the gift is processed, the

donor is asked to verify personal information

• Donors are to – Verify the Honor Roll information

• will appear only if giving at the Leadership level ($1000+)

– Verify their email and postal address; and

– Tick off the check boxes to indicate • Their donor status; and• Their privacy preference

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Verifying• Before the gift is processed, the

donor is asked to verify personal information

• Donors are to – Verify the Honor Roll information

• will appear only if giving at the Leadership level ($1000+)

– Verify their email and postal address; and

– Tick off the check boxes to indicate • Their donor status; and• Their privacy preference

• Then click Next65

A note on privacy preferenceWhat the donor should know before making their donation

• If the donor checks these boxes, all the charities designated in this transaction will be provided the donor’s information

• If the donor only wants some of the charities to be advised of the donation, the donor must make separate transactions– One transaction identifying only those charities to be informed of the donation(s)

(boxed checked); and – One transaction where designated charities will not be informed of the donations

(boxes not selected)

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Confirmation• Donors will then be asked to

review and confirm the details of their pledge• Note that the “per pay” amount is

displayed here

• Once all information has been reviewed, click Confirm• The donor will receive an email

confirming the donation

• And it is done!

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Making a Donation: One-Time Credit Card

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Making a one-time credit card donation• This screen will be tailored

specifically to your organization, so it may not look exactly as you see here

• Typically, the donor can see– The amount he/she gave last

year– The accepted credit cards

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Making a one-time credit card donation• The donor is to

– Write the credit card number– Indicate the expiry date of the

card; and– Write the name of the card

holder exactly as it is featured on the card

• Click Next1234123412341234

Test X User

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Choosing where to give• The choices as to where to give

are the same as in all other methods of payment.

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But what’s different for one-time credit card donation?

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Verifying• As before, prior to the gift

being processed, a final verification is required

• However, given that the donor is making a one-time credit card donation, there is a slight difference on this page– The donor can choose to

immediately receive a Tax Receipt by email

• Click Next

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Confirmation• Final look at gift giving• Click confirm

NoteOne-time credit card donations are processed/charged immediately.

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Making a Donation: Monthly Credit Card

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Making a monthly credit card donation• This screen will be tailored

specifically to your organization, so it may not look exactly as you see here

• Typically, the donor can see– The amount he/she gave last

year– The accepted credit cards– The payment frequency

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Making a monthly credit card donation• The donor is to

– Select the Card type and complete each field

• Click Next

1234123412341234

Test X User

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Choosing where to give• The choices as to where to give

are the same: Donor choice!

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But what’s different for monthly credit card pledges?

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Verifying• The verification of donor

information is the same• However, given that this is

Monthly credit card donation, donors cannot receive a tax receipt by email– Donors will receive their tax receipt

once ALL monthly donations have been processed

• Then click Next

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Confirmation• Final look at gift giving• Click Confirm

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Making a PayPal donation

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Choosing where to give• The choices as to where to give

are the same: Donor choice!

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But what’s different for PayPal donations?

84

Verifying• Given that the donor is making

a one-time PayPal donation– The donor can choose to

immediately receive a Tax Receipt by email

• Click Next

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Confirmation• Note that the Check Out with

PayPal button allows the donor to proceed to the PayPal site

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NotePayPal donations are processed/charged immediately.

• Please note that the “merchant” name is United Way Ottawa, the manager of the GCWCC in the NCR

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And that’s how to use ePledge

to make a donation!But what about…

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But what about…• Remember the left side menu? • ePledge allows the donor to

do more than make a donation!

• Donors can also – Update their profile– View their Donation history– Get help– Log out

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Updating My Profile

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Why update my profile?• The information provided here

enables the GCWCC to – Identify the donor for

authentication (security) purposes

– Issue receipts to donors making credit card gifts

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Important NoteInaccurate information could mean that the donor does not receive a receipt for their donation.

My profile• By selecting My Profile on the

left hand menu, the donor can make modifications to their account

• Note that only the fields with asterisks (*) are required

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My profile• Donors can modify their

– Name– Honor roll information– Email addresses and preference– Home address– Telephone numbers and

preference

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My profile• Donors can modify their

– Name– Honor roll information– Email addresses and preference– Home address– Telephone numbers and

preference– Work information– User ID (work email)– Password (8 characters,

alphanumeric, not case sensitive)

• Click Save

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My profile

Training Tip • Continue to Donation History, or• If you were viewing the “Returning

User (OGD)” and jumped to “My Profile”, please click here to return to where you left off.

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Donation History

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View donation history• Donors can view past and

current donations on this screen

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Note Donations given through the Gift Form/paper pledge may not be visible here.

View donation history• By selecting these icon, donors

can also

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View donation history• By selecting these icon, donors

can also– View previous transaction details• This enables the donor to see where

they have given in the past (e.g. the name of the charities and the corresponding amount)

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View donation history• By selecting these icon, donors

can also– View previous transaction details• This enables the donor to see where

they have given in the past (e.g. the name of the charities and the corresponding amount)

– Reissue a receipt for a One-time credit card donation

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View donation history• Also, only if in the same

calendar month of a donation, by clicking Update, donors can– Change the charity they want to

support (e.g. give to Charity B rather than to Charity A); and

– Increase a donation

NoteThis feature is not applicable for a one-time credit card donation

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How to Log Out

102

How to log out• To exit ePledge, donors should

click the Log Out button

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Congratulations!

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Tracking and Reporting

105

Tracking and reporting• It is very important that you track the decision (Gift, Regret,

Pending) of the colleagues you canvass, and that you follow up with those that have signaled “come back later” or that have yet to respond– Tracking donor responses is a little more complicated given the two

ways (form and electronic) of giving• An ePledge Administrator in your organization can produce a

report of ePledge donors – Ask your GCWCC team captain or coordinator to find out who will

provide you with this report, and when you can expect to receive it• But please, remember to give everyone the chance to give!

106

Remember!• For security purposes, ePledge will automatically logout the user when it

is inactive for more than 15 minutes• Using the browser “back” button will logout the user – use the left hand

menu, or the appropriate button at the bottom of each page (cancel, back, etc.)

• For Payroll Deductions, the donor must have unique departmental information in addition to the PRI/REG/employee number. This information includes the Dept Code, Pay List Number, and Pay Office. These can be found – on the donor’s pay stub– a department’s leave system (e.g. PeopleSoft) or– PWGSC’s Compensation Web Application

• Donors can use ePledge to make any combination of Payroll Deduction, one-time credit card, and monthly credit card donation

107

Other Modules

1. Be a “Star Canvasser”3. After the Canvass: Gift form4. Canvasser Toolbox

• FAQ• Links• Dates

5. Quiz, certification and evaluation

108

Supplementary content

This section includes• Login in: returning user• Login in: returning user (OGD)• Access page elements

109

Login in: Returning User

With the same email as the one used last year

110

ePledge: Returning User• For a returning ePledge user

at the same department (with the same email address)– Click here to go to the log on

page

111

Login in: Returning user • Please note

– The User ID is the email used by the donor last year

– The password is the one chosen by the donor last year• There is also 2 password

recovery options

• Then click Login

Your e-mail

Your password

112

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Training Tip • Continue to find out more about a

returning ePledge donor from another department (OGD) or with a different email address, or

• Please click here to return to “New User Registration” and find out more about how to use the ePledge

Login in: Returning User (different email)

Has previously used ePledge, within another organization

114

ePledge: Returning User (different email)• If a returning ePledge donor

from another organization or with a different email address– Click here to go to the log on

page

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Login in: Returning User (different email)• Please– Login using the User ID and Password

established last year– Click Login

• If the user has forgotten his/her password, the Forgot My Password feature will be of little use (the generated email will be sent to the user’s registered (old) email address)– Click on password hint, or– Call or Click on Technical Support

Last year’s email address

Last year’s password

116

Login in: Returning User (different email)• Next, and most importantly, the

returning user (different email) must then edit his/her user profile and – Update their work email address to

their new one; and – Change their User ID to match their

new email address

117

To see “Updating My Profile,” click here. You will be able to return to this exact spot and continue the training.

Login in: Returning user (different email)• Next, to link the returning user

(different email) to their new department, the user must then – log out

118

Login in: Returning user (different email)• Next, to link the returning user

(different email) to their new department, the user must then – log out– Return to the User Registration

page (using the link provided to employees)

– Enter• Their work email address• Verification code

– Then click Register

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Training Tip If you were viewing the “New User Registration” and jumped ahead to “Returning User”, please click here to return to where you left off and find out more about how to use ePledge.

Access Page Elements

• Language choice• Security Certificates• Privacy Statement

• Technical Support• Links to named recipient

organizations

121

Language choice• If the user selects “Français”,

then – The language displayed on the

following screens will be in French; and

– All future correspondence will be sent to the user in French

• This feature will be available throughout the ePledge session

122

GeoTrust: website security certificate• A Website Security Certificate

provides assurance to the user that communications between his/her browser and this site's web servers are private and secure the communication (transaction is encrypted)

• This feature will be available throughout the ePledge session

123

TRUSTe: website security certificate• Provides assurance to the

user/donor regarding the website’s privacy policy, and that the organization meets established standards for protecting personal information

• This feature will be available throughout the ePledge session

124

Privacy statement• Provides information on the

privacy policy of the manager of the GCWCC (United Way / Centraide Ottawa), and how it collects, uses and discloses personal information

• This feature will be available throughout the ePledge session

125

Technical support• This is the user’s HELP! button

– Enables the user to send an email directly to ePledge technical support experts

– Alternatively, call the help line!

• This feature will be available throughout the ePledge session

126

Named recipient organizations• As always, the three named

recipient organizations for the NCR are displayed

• Each icon links to the organization’s website

127

Thank you!

128

Training Tip If you jumped ahead to “access page elements”, and want to return to where you left off, click on the appropriate link• Welcome Screen• Returning User