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WIT Essentials 

WIT Professional 

Donation Page 

Acquisition Page 

 

Donation Page 

 

Reference Campaign 

 

Reprocess Donation 

 

Tribute 

 

Update Contact Record Details Details Page 

 

Update Credit Card 

Setup Custom Metadata Types
Go to Setup > Custom Metadata Types. Find Web_Page_URL and select “Manage Records”. 

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  • AS_First_Name, AS_Last_Name, and AS_Email

    • These 3 parameters should be provided at the same URL

    • No Donor/Personal Details section will display (still in development)

  • AS_Account_Name and AS_Email

    • These 2 parameters should be provided at the same URL

    • No Donor/Personal Details section will display (still in development)

  • AS_Mobile_Phone → Mobile Phone Number

  • AS_Postcode → Postal Code

    • Postal Code will be auto-populated

  • AS_Country → Country

    • Country will be auto-populated

  • AS_Salutation → Contact Salutation

  • AS_State → State

    • State will be auto-populated

  • AS_Street → Street Address

    • Street Address will be auto-populated

  • AS_City → City

    • Suburb/City will be auto-populated 

Update Contact Details Page

Campaign Record Type: Update Contact Record Details

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Contact completes the necessary information and clicks the Next button. This creates a new payment source.

Update Contact Details

  1. When Contact record is created/updated with Address Unknown field ticked. An email notification will sent to the email address added in the Contact.

  2. The Contact will click the Update Your Contact Details here button on the email, which routes to the Update Contact Details page

  3. Contact completes the necessary information and clicks the Update button

  4. The BDE Item record is created with Pending Processing

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