WeShare Customer Support

WeShare Customer Support

WeShare Topics

Financial Transaction Information

How To Enter Donations For Donors

How To Add Multiple Users In Minutes

How To Add A Collection

How To Edit A Collection

How To Add An Event

How To Edit An Event

How To Use Transfer Reports

How To Import Reports Into PDS

How To Import Reports Into ParishSOFT

How To Import Reports Into Servant Keeper

How To Import Reports Into Shelby

How To Import Reports Into LOGOS

How To Import Reports Into ConnectNow

How To Import Reports Into PowerChurch

How To Import Reports Into Quickbooks

Contact Your WeShare Engagement Manager

How To View Your Bank Accounts

How To Use The Financial Message Center

How To Change Your Site Colors

How To Change Your Time Zone

How To Change Your Email Settings

How To Use The Engagement Library

How To Add A User

How To Send An Email To All Your Members

How To Export All Of Your User’s Information

How To Change Your File Export Settings

How To Change Your Site Name Or Picture

How To Use Your Manage Users Database


WeShare FAQs

How Do I Embed WeShare On My Website?

How Do I Import Data Into My Church Management Software?

How Do I Build A Form?

What If Someone Needs a Refund?

How Do Members Sign Up And Give?

How Do I Add or Delete A Site Administrator?

How Do I Add WeShare To Facebook?

How Do I Download Form Responses?

What If I See a Blank Screen in WeShare?

How Do I Customize a Giving Receipt?

How Do I Get A Link Or Button For A Specific Event?

How Do I Get A Link Or Button For A Specific Collection?

What Does The Financial Message “Hold Call” Mean?

What Does The Financial Message “Notice Of Change (NOC)” Mean?

What Are Submitted, Processing, Completed, Or Failed Donation Messages?

How Does A Donor Print Their Giving History?

How Do I Add A Collection Manager?

How Do I Add An Event Manager?

How does a Collection or Event Manager access the site?

WeShare Customer Support

Need immediate assistance? Please take a look at our Frequently Asked Questions below to see if we have an answer ready for you. If you don’t find the answer to your question here, please contact online services customer service.

 



Financial Transaction Information

This article covers several financial topics such as definition of terms, details of the chargeback process, and common failed transaction codes.

DEFINITION OF TERMS

Here are several terms you might run across in WeShare and what they mean:

Payment Card Industry (PCI) – Security standards imposed by the Payment Card Industry Security Standards Council that are accepted by all major credit card companies and are required of all WeShare customers that accept or store credit card information.

Chargeback – A chargeback occurs when a cardholder contacts their credit card issuer to dispute a billing entry. A cardholder can dispute a WeShare transaction if they believe that the charge is unauthorized. The proceeds from the original transaction are subtracted from WeShare’s bank account. When funds are removed from WeShare’s bank account, the funds will then be removed from the customer’s account in order to make WeShare financially whole from the chargeback.

Refund – A process during which the transaction is reversed and sent back to the donor. Credit card refunds are processed within 48 hours of the related transaction settling from processing. The settling process can take up to seven days before the refund process can begin. ACH transactions (EFTs) through checking accounts can take several days and are refunded via a paper check, the refund fees are stated in your WeShare agreement.

ACH/EFT – Checking/savings account transactions. WeShare does not process automated refunds for ACH/EFT transactions, ALL ACH refunds must be processed via a paper check. WeShare of LPi issues and mails the physical check to the member directly unless otherwise specified.

Chargeback Q&A Process

If one of your members initiates a chargeback through their credit card processor, you will be contacted by our WeShare Administrator who will provide you with the necessary information regarding the chargeback and its status.

How does WeShare handle Chargebacks?
WeShare’s compliance office will communicate with the disputing financial organization and provide the necessary documenation to resolve the chargeback.

What is the fee for processing a chargeback?
The fee depends on the type of chargeback in question. You can find additional information about your fees by reviewing your WeShare Agreement or by contacting your Engagement Manager.

Which cards execute chargebacks?
American Express, MasterCard, Visa and Discover all execute chargebacks on behalf of their customers.

How long can a chargeback take to process?
Depending on the financial institution, chargebacks can take anywhere from 6-10 weeks to complete.

Common Failed Checking/Savings Account Codes

R29:  Corporate Customer Advises Not Authorized – RDFI has been notified by Receiver (nonconsumer) that entry was not authorized

R20:  Non-Transaction Account – ACH entry is destined for a non-transaction account (i.e., an account against which transactions are prohibited or limited)

R13:  RDFI Not Qualified to Participate – financial institution is not qualified to participate in ACH or the routing number is incorrect

R10:  Customer Advises Not Authorized – customer has authorized RDFI that Originator of transaction is not authorized to debit account (must be returned no later than 60 days from settlement date of original entry and customer must sign affidavit)

R08:  Payment Stopped – Receiver of a recurring debit transaction has stopped payment on a specific ACH debit. (RDFI should verify the Receiver’s intent when a request for stop payment is made to insure this is not intended to be a revocation of authorization)

R07:  Authorization Revoked by Customer – consumer, who previously authorized ACH payment, has revoked authorization from Originator (must be returned no later than 60 days from settlement date and customer must sign affidavit)

R04:  Invalid Account Number – unauthorized debit to consumer account using corporate SEC Code (CCD, CTX, CBR)

R03:  No Account/Unable to Locate Account – account structure is valid and passes editing process, but does not correspond to individual or is not an open account (this can also be because the account type is wrong)

R02:  Account Closed – previously active account has been closed by customer or customer’s bank

R01:  Insufficient Funds – available balance is not sufficient to cover the dollar amount of the debit entry

Common Decline Credit/Debit Card Account Codes

CallThis means that the card holder’s credit card company has blocked the transaction. Have the member call the 800 number on the back of the card and find out why.

Hold-call or Pick Up CardThere is a problem with the card. Have the member call the 800 number on the back of the card and find out why.

Do not honorThe member’s credit card company is telling WeShare not to honor the card. There is a problem with their account. Have them call the 800 number on the back of the card to find out why.

Decline – Invalid TransactionPlease verify that the credit card information is correct and run the transaction again.

Card No. ErrorAccount number entered incorrectly or mistyped. Verify account number with customer and re-enter the card number again.

No ReplyThe card holder’s bank is not replying to the credit card transaction. Try waiting and then rerunning the transaction

Transaction not permittedThe bank that has issued this card does not allow this type of purchase. Have the client call the 800 number on the back of their card for further explanation.

Decline—Exceeds issuer withdrawal limit.Card cannot be used until withdrawal limit has been increased/lifted.

Decline—Activity limit exceeded.Card cannot be used for the purchase.

No AccountIssuing Bank is declining the transactions, and they’re may be a problem at the issuing banks end. Clients need to contact corresponding institutions. It appears both clients have the same issuing bank.



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How To Enter Donations For Donors
Rapid Transaction Entry Image

The Rapid Transaction Entry function allows a church or organization to quickly enter in a donation on behalf of a donor without having them create a donor account of their own. This feature instead creates an account for them and is especially useful if your church or organization receives pledge cards from your donors.

Note: This feature is only available for collections. The Rapid Transaction Entry cannot be used for event payments.

  1. Log in to your WeShare site using your email address and personal password.
  2. Click on the Admin button to access the administrative Control Panel.
  3. Go to the Giving Management toolbar and click on the Rapid Transaction Entry icon.
  4. Select the Collection the donor has chosen to support from the drop-down menu.
    Drop Down Menu (Step 4)
  5. Enter in the donor’s personal information. Required fields are indicated by an asterisk. Note: E-mail address is not a required field, but it is strongly advised.
  6. Enter in the donor’s payment type and account information.
    Payment Info (Step6)
  7. Indicate whether the donor is making a One Time or Recurring donation from the drop down menu. For recurring donations, select the frequency of the donation.
    One time or Recurring (Step 7)
  8. Enter a Transaction Comment if needed and click Next to proceed to the confirmation screen.
  9. Confirm the transaction information, check the I Agree box and click Next to complete.
    Confirm Transaction (Step 9)


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How To Add Multiple Users In Minutes
  1. Click Bulk User CSV Import icon, located in the User Management toolbar
  2. Click Browse for CSV File button to locate your formatted spreadsheet
    Bulk CSV Image
  3. Click Next
  4. A new window will open. Find and select the file on your computer.
  5. Preview the information after the list is imported to ensure accuracy
  6. Select or unselect which users you would like to add/remove
  7. Check the box next to Email login information to new users after the import is complete
  8. Click Finish

After you click Finish new users will receive an email invitation to set a new password for their accounts.

Click the link below to download a pre-formatted sample spreadsheet to help build your CSV file to import multiple users.

Download Sample CSV

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How To Add A Collection
  1. Click the Manage Giving Opportunities icon in the Giving Management toolbar. A menu will appear where you can add new collections, or edit and manage existing collections.
  2. Click the Add New Collection button
  3. A new window will appear:
    • Enter a name for the collection in the text field next to Collection Name
    • Select one of your pre-loaded bank accounts from the dropdown menu next to Bank Account
    Collection Name
  4. Upload a Picture or select a default image from our Image Library
    • If you choose to upload a picture, be sure that it is in .jpg, .gif, or .png format with a file size of less than 5 MB (we recommend the picture be at least 250 x 250 pixels).
  5. Write a Brief Description and Full Description that explains the Collection
  6. Assign a specific URL to the Giving Opportunity URL (the default URL will be the name you give to the Collection)
  7. Choose if funds transacted to this collection should be called “Donations” or “Payments,”
  8. Select Next
  9. A new window will appear:
    • Enter Contact Name, Email Address, Phone number
    • Enter a “From” Email Address—This is the email that the email address that will be shown on replies you send to donor inquiries
    • Enter a Friendly “From” Name for Sent Emails—This is the and name that will appear on replies you send to donor inquiries
    Contact Info
  10. Choose whether to Show Collection on the Home Page or opt to only show the Collection for a specific period of time.
    • If you are not ready to publish your collection to your WeShare website do not choose to show it on the home page until it is completed.
  11. Click Next
  12. Select the Allowed Payment Types for this Collection by checking the box next to each of the options you would like to make available
  13. Enter a standard Donation Receipt Email Text
    Payment Types
  14. Click Finish


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How To Edit A Collection

Collections are opportunities for your members to donate or make payments to your church or organization. Follow the directions below to get starte.

  1. Click the Manage Giving Opportunties icon from the Control Panel
  2. manage-collection-or-eventClick Manage Collection next to the collection you wish to edit and the following icons will appear:
    • collection-detailsCollection Details
      Here you can edit the Collection’s name and export name, the Bank Account it is assigned to, the picture, descriptions, the URL, recurring donations options, and what funds should be called. Simply click on the section you would like to edit and make your changes.
    • contact-informationContact Information
      Change the contact name, email address, and/or phone number, as well as the reply email address and contact name by selecting the appropriate field and making your edits.
    • collection-formCollection Form
      Here you can add a form to a collection. For instructions on creating a Form, please click here.
    • donation-payment-optionsDonation/Payment Options
      Here you can choose to allow members to leave a comment with their donation or payment, and enter text that prompts donors to do so during their transaction. You may also alter the predefined giving amount button amounts or remove them completely.
    • recurrance-optionsRecurrence Options
      If you do not want to allow Recurring Donations for a Collection, uncheck the box listed here and click OK.
    • status-privacyStatus & Privacy
      Here you can select whether a Collection is visible to donors. Selecting “No” removes the Collection from donor view and no new donations can be made to that Collection. Previously set up recurring payments will continue.

      You can also assign Collection Managers and give them administrative control over the Collection. For more information, click here.

      You can also enable Transaction Notification emails for this Collection. Select your preferred option from the drop down menu and click OK.
    • giving-receipt-emailEdit/Preview Giving Receipt Email
      Here you can view or edit the text of the Donation Receipt Email that is e-mailed to anyone who makes a donation to this Collection.
    • link-to-collectionLink to This Collection
      Copying this code to your website allows you to insert a widget that, when clicked, will link to this specific Collection. For instructions, click here.
    • widget-embed-codeCollection Widget Embed Code
      Copying this code allows you to embed a specific Collection on your website.This allows your users to stay on your site while they complete their transaction. For instructions, click here.
    • receipt-lookupReceipt Lookup
      Here you can look up any transaction made to this Collection. Select a Begin and End Date and click the Refresh List button. This will give you a quick glance of anyone who successfully completed a transaction.


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How To Add An Event

Adding an Event is similar to adding a new Collection, but offers greater flexibility—you can sell tickets to an event, collect payments, and manage registrations all from within the WeShare system.

manage-giving-opportunities
  1. Click the Manage Giving Opportunities icon in the Giving Management toolbar. A menu will appear where you can add new Events, or edit and manage existing ones.
  2. In the Manage Giving Opportunities menu, click the Create New Event next to Add New Collection. A new window will appear.
  3. Enter a Title for the event
  4. Enter a the Date and Time of the event. If you check the All Day box, the Time options will disappear.
  5. Add the Event Location
  6. Enter a brief and full description of the event. The brief description shows on the Home page, and the full description is shows on the individual event page after a user clicks the event.
  7. Select the unique Giving Opportunity URL for the event page; by default, the event Title is added to the end of the WeShare URL
  8. Click Next
  9. Upload a Picture for your event (in .jpg, .png, or .gif format)
  10. Below the Picture Enter Contact Information for users to address their questions to, including a Friendly “From” Name for Sent Emails, and a “From” Email address for Sent Emails.
  11. Select to Show the Giving Opportunity on your WeShare Home Page if the event is ready to publish to your WeShare site.
  12. Select if Event Managers or Site Admins would like to receive transaction notifications
  13. Click Next and a new window will appear.
    new-event-1
  14. Create Guest Types (for example, if there are different ticket prices for children, adults, and senior citizens, you’ll want to create a Guest Type for each).
  15. If neeeded set a unique cost for each guest type, and choose whether to limit the number of registrations (for example, if the event location only holds 200 people, you can limit the registrations to prevent overbooking).
  16. Choose whether to allow users to register multiple attendees or just themselves
  17. Choose whether to allow users to view other registrations and to view or leave comments.
  18. Click Next
    guest-types
  19. Designate a Bank Account for the registration revenue
  20. Select the allowed payment types
  21. Customize the email receipt sent to those who register for this event
  22. Click Finish
    new-event-2


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How To Edit An Event

Events are opportunities for your members to buy tickets or register for activities at your church or organization.

manage-collection-or-event
  1. Click the Manage Giving Opportunties icon from the Control Panel
  2. Click the Manage Event button next to the event you wish to edit and the following icons will appear:
    • event-detailsEvent Details
      Here you can edit the Event’s name and export name, the date and time the Event will take place, the location, descriptions, and the URL. Simply click on the section you would like to edit and make your changes.
    • contact-informationContact Information
      Here you can change the contact name, email address, phone number, as well as the reply email address and contact name by selecting the appropriate field and making your edits.
    • picturePicture
      Upload a picture or select a default image from our Image Library. If you choose to upload a picture, be sure that it is in .jpg, .gif, or .png format with a file size of less than 5 MB (we recommend the picture be at least 250 x 250 pixels).
    • guest-typesGuest Types
      Here you can create Guest Types (e.g., children, adults, and seniors). You can set a unique cost for each guest type, and choose whether to limit the number of registrations (e.g., if a location only holds 200 people, you can limit the registrations to prevent overbooking).
    • formsForms
      Here you can add a form to an event.
    • signup-optionsSignup Options
      Here you can choose to let users register multiple people during the registration process, and whether they can view the registration list and comments.
      If you wish to have the “Attend This Event” button have a different label, you can enter that label in the field provided.
    • status-privacyStatus & Privacy
      Here you can select whether an Event is visible to donors. Selecting “No” removes the Event from donor view and no new registrations are allowed.
      You can also assign Event Managers and give them administrative control over the Event. For more information, click here.
      You can also enable Transaction Notification emails for this Event. Select your preferred option from the drop down menu and click OK.
    • payment-types-and-bank-accountPayment Types & Bank Account
      Here you can choose whether to allow ACH (checking or savings account), Credit Card, and Debit Card payments for this Event by checking the box next to each of the payment types you wish to make available.
      You can also select the Bank Account this Event should be assigned to using the drop down menu.
    • giving-receipt-emailEdit/Preview Giving Receipt Email
      Here you can view or edit the text of the Donation Receipt Email that is e-mailed to anyone who registers for this event.
    • event-embed-codeEvent Advertisement Embed Code
      Copying this code to your website allows you to insert a widget that, when clicked, will link to this specific Event. For instructions, click here.
    • event-signup-codeEvent Signup Widget Embed Code
      Copying this code allows you to embed a specific Event on your website.This allows your users to stay on your site while they complete their transaction. For instructions, click here.
    • open-close-registrationsOpen/Close Event Registrations
      This icon allows you to manually close the registration process (for example, you reach capacity, but you don’t want to remove the event from the home page).
    • registration-listRegistration List
      The Registration List allows you to view all users who have registered for the event, the number and Guest Type of their registrations, the revenue collected, and any comments they have left.
      You can export this list to a spreadsheet for your own records. At the bottom right, you can also view a total guest count, total revenue figure, and the total guest count by Guest Type.


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How To Use Transfer Reports

To view donation histories by month, and export this data in three different ways follow the directions below.

closing-period
  1. Click the Reports & History icon in the Giving Management toolbar
  2. Click the Transfer Reports icon
  3. Click one of the following reports listed on the right side of the screen next the bank account you would like a report on:
    • Net Donation Reports
      Summary PDF—reports the gross and net donations received, organized by Giving Opportunity
      Detailed PDF—reports the same data, but includes information on individual donations, including a reference number, the date and time the transaction was made, the date and time the transaction was processed, and the amount of the particular donation.
    • Gross Donation Reports
      WeShare CSV Export—reports the gross donation amount, along with other account information in an editable spreadsheet format. You can change the format of this spreadsheet in the File Export Settings icon so it is compatible with your financial software.
  4. Click Save to download and save the report on your computer


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How To Import Reports Into PDS
Pre-Import Steps
  1. In the WeShare Control Panel, click on the Manage Giving Opportunities icon and any Manage Collection button. Then click the Collection Details icon.
  2. In the PDS – Fund Number box, enter the PDS fund number that corresponds to that collection. In the PDS – Activity Name box, enter the PDS activity name exactly as it appears in PDS and click OK to save. Repeat this process for each collection.
  3. In the WeShare Control Panel, click on the Manage Users icon and then on any individual donor name missing an Envelope ID number. Navigate to the Giving Account Settings tab.
  4. In the WeShare Envelope ID field, enter the Envelope Number for the parishioner. Repeat this process for every donor.
Preparing the WeShare Export File & Importing
  1. Go to the WeShare Control Panel, click on the Reports & History icon. Select from either the Transfer Reports (to import each deposit separately) or the Financial Export (to import multiple deposits grouped by date range) icon.
  2. Choose the report you want to upload into PDS and select the PDS Export CSV.
  3. You will then be promted to Save the file. Save it into a folder on your computer that will be easy for you to find later. Create WeShare folder if needed.
  4. Once the file is saved, open PDS. Click on the Information tab and select the Contributions icon.
  5. On the left hand column, click Quick Posting. Then select Do Electronic Funds Transfer.
  6. Click on the Transfer Type box and select WeShare from the drop down list. If WeShare does not appear in the list, you may need to update your PDS program.
  7. On the right of the File Name box, click on the Folder icon.
  8. Navigate to the folder where you previously saved the PDS Export CSV file and click to open it.
  9. Then click Next to import the file. (Note: If you have PDS on Demand and are unable to locate the file, please contact PDS for support.)
  10. You will now see the details of your import. Click Process to post the import to PDS.
Download Instructions PDF

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How To Import Reports Into ParishSOFT
Pre-Import Steps
  1. In the WeShare Control Panel, click on the Manage Giving Opportunities icon and any Manage Collection button. Then click the Collection Details icon.
  2. In the Fund Number box, enter the Parishsoft COA ID number that corresponds to that collection and click OK to save. Repeat this process for each collection.
    Need help locating the COA ID number in Parishsoft? Please follow the instructions below, otherwise skip to Step 3.
    1. Open Parishsoft and click the Offering & Tuition icon.
    2. Once open, click on Add/Edit/delete Funds.
    3. The Fund screen will open. Scroll over to the right until you can see the COA ID column and copy the COA numbers for each needed Fund Description.
  3. In the WeShare Control Panel, click on the Manage Users icon and then on any individual donor name missing an Envelope ID number. Navigate to the Giving Account Settings tab.
  4. In the WeShare Envelope ID field, enter the Envelope Number for the parishioner. Repeat this process for every donor.
Preparing the WeShare Export File & Importing
  1. Go to the WeShare Control Panel, click on the Reports & History icon. Select from either the Transfer Reports (to import each deposit separately) or the Financial Export (to import multiple deposits grouped by date range) icon.
  2. Choose the report you want to upload into Parishsoft and select the Parishsoft Export CSV.
  3. You will then be promted to Save the file. Save it into a folder on your computer that will be easy foryou to find later. Create WeShare folder if needed.
    If you have a remote desktop, you will first need to Save the file to your Desktop, then right-click to copy it. Open up Parishsoft Desktop and paste the file into the WeShare folder by keying Ctrl V.
  4. Once the file is saved, open Parishsoft.
  5. Starting from Offering and Pledges, click Post Contributions.
  6. Click Batch Processing, select Import Contributions from Lockbox.
  7. When Lockbox Mapping/Processing opens, click on the down arrow and choose PS_WeShare. Check the box located under Fund to ‘Place this fund/account into a batch’.
  8. Retrieve file for processing by selecting Browse. Navigate to the folder where you previously saved the Parishsoft Export CSV file and click to open it.
  9. Click Process, once complete you should receive a message. Click View Lockbox Reports to view what was imported.
Download Instructions PDF

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How To Import Reports Into Servant Keeper
Pre-Import Steps
  1. In the WeShare Control Panel, click on the Manage Giving Opportunities icon and any Manage Collection button. Then click the Collection Details icon.
  2. In the Servant Keeper Account box, enter the Servant Keeper Account Name that corresponds to that collection. Click OK to save. Repeat this process for each collection.
  3. In the WeShare Control Panel, click on the Manage Users icon and then on any individual donor name missing an Envelope ID number. Navigate to the Giving Account Settings tab.
  4. In the WeShare Envelope ID field, enter the Envelope Number for the parishioner. Repeat this process for every donor.
Preparing the WeShare Export File & Importing
  1. Go to the WeShare Control Panel, click on the Reports & History icon. Select from either the Transfer Reports (to import each deposit separately) or the Financial Export (to import multiple deposits grouped by date range) icon.
  2. Choose the report you want to import and select the Servant Keeper Export CSV.
  3. You will then be promted to Save the file. Save it into a folder on your computer that will be easy for you to find later. Create WeShare folder if needed.
  4. Once the file is saved, open Servant Keeper.
  5. Click on the drop-down arrow next to the Import icon and select Import Contributions from File.
  6. On the right of the Import File box, click Select Import File button, locate the Servant Keeper CSV file you previously saved, and click Open.
  7. You will now see a Preview of Import File and you will need to Match Columns to Field.
  8. Import Data should be set to Envelope Number.
    Required Key Field(s): Envelope No – Click drop-down and select A.
    Required Data Fields:
    • Account Name – Click drop-down and select B.
    • Batch Date – Click drop-down and select C.
    • Amount – Click drop-down and select D.
    Optional Data Fields: Leave (Not Matched).
    Note: Once you have Matched the Columns to Field, click Save File Layout. This should save them as preferences so you do not have to match the columns for every import.

    Once you have Matched the Columns to Field click Next at the bottom right of the screen.
  9. On the Map to Proper Batches screen, click Next at the bottom right of the screen.
  10. On the Import Status screen, click the box on the bottom left next to Yes, I want to import the contributions. Then click the Import button.
  11. Once the import is completed, click Done. You will then receive a message that all entries have been successfully imported to the system.
    Note: Now that the entries are imported, you will need to Post the Batch.
Download Instructions PDF

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How To Import Reports Into Shelby
Pre-import Steps
  1. In the WeShare Control Panel, click on the Manage Giving Opportunities icon and any Manage Collection button. Then, click on the Collection Details icon.
  2. In the Shelby – Purpose Code box, enter the Shelby purpose code that corresponds to that particular collection and click OK to save. Repeat this process for each collection.
    shelby-collection-details
  3. From the WeShare Control Panel click on the Manage Users icon and then on any individual donor name. Navigate to the Giving Account Settings tab.
  4. In the WeShare Envelope ID field, enter the Member Number for the parishioner. The Member Number is located in the parishioner’s Shelby profile in parentheses directly preceding their name. Note that this is not what Shelby titles the Envelope ID.
    shelby-member-number
  5. Repeat this process with each active donor.
Preparing the WeShare Export File
  1. Go in to the WeShare Control Panel and click on the Transfer Reports icon. Choose which Closing Period report you want to upload to Shelby and select the Shelby Bank One Export.
    shelby-reporting-options
  2. You will then be prompted to save the file. Save it in the Shelby\SSV5.DAT subdirectory as BANKONE.TXT. This file name and saved location is required by Shelby.
  3. Once the file is saved, open Shelby. From the main screen open the Contribution Processing module.
  4. Shelby will automatically sense that the file, BANKONE.TXT exists in the SSV5.DAT subdirectory and the following message will appear. Click Yes to begin the export.
    shelby-import-bank-one
  5. Shelby will then ask you to enter in a purpose code for this imported transaction to be associated with. Enter the code in the Purpose/Description box and click OK.
    The transactions will now appear as their own batch in the batch listing window. The batch will be dated with the date that you ran the Shelby import process and Shelby will automatically delete the BANKONE.TXT file from its saved location. Repeat this process, one report at a time, as needed.
    shelby-final-batch


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How To Import Reports Into LOGOS
Pre-Import Steps
  1. In the WeShare Control Panel, click on the Bank Accounts icon and any View Details button.
  2. In the Logos Bank Account Number box, enter the LOGOS Bank Number for that account. Repeat this process for each bank account in WeShare.
  3. From the WeShare Control Panel, click on the Manage Giving Opportunities icon and any Manage Collections button. Then, click on the Collection Details icon.
  4. In the Collection Export Name box, enter the LOGOS fund number that corresponds to that particular collection and click OK to save. Repeat this process for each collection.
  5. From the WeShare Control Panel, click on the Manage Users icon and then on any individual donor name. Navigate to the Giving Account Settings tab. In the Logos Export Person ID box, enter the LOGOS MEMBERNUM for this donor.
  6. Repeat this process with each active donor.
Preparing the WeShare Export File
  1. Go in to the WeShare Control Panel and click on the Closing Statements icon. Choose which Closing Period report you want to upload to LOGOS and select the Logos Contributions History CSV.

    NOTE: If you would prefer to run a LOGOS report for a date of your choosing, click on the Giving Reports icon instead. Navigate to the Contribution Export icon, select a date range and click Export.
  2. You will then be prompted to save the file. Save it in any folder on your computer that will be easy for you to find later.
  3. Once the file is saved, open LOGOS. From the main screen click on the Contributions tab.
  4. From the Contributions tab, click on the Import Contributions icon.
  5. In the Import Contributions box, select the Contribution History option and then click on the “…” button to search for the saved file.
  6. Navigate to the folder where you had previously saved the Export File and click to import it.
  7. The file you selected will now show in your Import File window. Click Next.
  8. LOGOS will now display the individual donation information. Be sure to check the box titled Ignore first line (contains Header) and click OK.
  9. LOGOS will now ask you to enter a date for your import. Note that this is not the date the donations were made, but a way to identify the import itself. It is recommended that you enter in a reference name as well. Click OK.
  10. Once your file is uploaded, you will need to import it into a batch. From the main screen, click the Enter Contributions icon and Select/Post New Batch.
  11. Check the boxes of all the batches you wish to post. Your WeShare batch should appear at the bottom and can be identified by the Reference name you gave it in Step 9. Then, click Verify.
  12. Clear the number in the Enter Bank Deposit Slip field and enter the Batch # in the box. The Batch # is located in the top left corner of this box.
  13. Click Post to the post the batch. On the following screen click Finish to finish.
Download Instructions PDF

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How To Import Reports Into ConnectNow
Pre-import Steps
  1. In the WeShare Control Panel, click on the File Export Settings icon.
  2. In the Organization ID box enter the ConnectNow Organization ID number.
  3. Click OK to save.
    To find your Organization ID in ConnectNow, go to the Administration tab, System Setup, Organization Licensing
    Organization_ID_WS
  4. In the WeShare Control Panel, click on the Manage Giving Opportunities icon and any Manage Collection button.
  5. Click the Collection Details icon.
  6. In the ConnectNow Fund ID field, enter the ConnectNow Fund ID that corresponds to that collection
  7. Click OK to save.
    Collection_Details
  8. Repeat steps 6-8 for each collection.
    If you need help locating the FUND ID in ConnectNow, follow the instructions below. Otherwise, skip to Step 10.
    1. Open ConnectNow Family Suite
    2. Once open, click the Offering tab
      Funds
    3. Click Funds. Use the Fund ID highlighted below.
      Funds 2
  9. In the WeShare Control Panel, click the Manage Users icon and then on any individual donor missing an Envelope ID number.
  10. Navigate to Giving Account Settings tab.
  11. In the WeShare Envelope ID field, enter the Envelope Number for the parishioner
  12. Click OK
  13. Repeat steps 10-13 for every donor.
Preparing the WeShare Export File & Importing
  1. Go to the WeShare Control Panel.
  2. Click on the Reports & History icon.
  3. Select from either the Transfer Reports (to import each deposit separately) or the Financial Export (to import multiple deposits grouped by date range) icon.
  4. Choose the report you want to upload into ConnectNow and select the ParishSOFT ConnectNow Export CSV.
    Export_CSV_file
  5. You will then be prompted to Save the file. Save it into a folder on your computer that will be easy for you to find later. Create a WeShare folder if needed.
  6. Once the file is saved, open ConnectNow Family Suite.
  7. Click the Offering tab.
  8. Select the Import tab. If the Import tab is not available, check to make sure you have admin rights.
    Import
  9. Retrieve file for processing by selecting Browse.
  10. Navigate to the folder where you previously saved the ConnectNow Export CSV file and click to open it.
  11. You will then see an Import Summary of what will be imported. Click Import.
    Import_summary
  12. A message will pop up letting you know the import is in progress. Do not click anything or the import will be interrupted.
    Import_status
  13. Once complete you will receive a Success message.
  14. Click Batches tab to view what was imported.
    Batch_Management


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How To Import Reports Into Power Church
Pre-import Steps
  1. In the WeShare Control Panel, click on the Manage Giving Opportunities icon and any Manage Collection button.
  2. Click the Collection Details icon.
  3. In the Fund Number box, enter the Power Chuch fund number that corresponds to that collection.
  4. Click OK to save.
  5. Repeat steps 1-4 for each collection.
  6. In the WeShare Control Panel, click on the Manage Users icon and then on any individual donor name missing an Envelope ID number.
  7. Navigate to the Giving Account Settings tab.
  8. In the WeShare Envelope ID field, enter the Envelope Number for the parishioner.
  9. Repeat steps 6-8 for every donor.
Preparing the WeShare Export File & Importing
  1. Go to the WeShare Control Panel, click on the Reports &amp History icon.
  2. Select from either the Transfer Reports (to import each deposit separately) or the Financial Export (to import multiple deposits grouped by date range) icon.
  3. Choose the report you want to upload into Power Church and select the Power Church Export CSV.
  4. You will then be promted to Save the file. Save it into a folder on your computer that will be easy for you to find later. Create WeShare folder if needed.
  5. Once the file is saved, open Power Church.
  6. Click on the Contributions menu and then click Import Contributions.
  7. Import Contributions Introduction screen will pop up. Click Next.
  8. On the right of the File to Import field, click on the small square.
  9. Navigate to the folder where you had previously saved the Power Church CSV file and click to open it.
  10. Where it says Assign Imported Contributions the following type, choose Online or WeShare from the drop down menu. Click Next.
  11. Review donations on Confirmation screen. If everything looks correct click Finish to import the contributions.
  12. You will receive notification that contributions have been imported. They can now be found in the Modify Unposted Contributions screen. You may also print a report from here as well.


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How To Import Reports Into Quickbooks
  1. Click on the QuickBooks icon. If your USER NAME does not have ADMIN access you must sign in with the ADMIN user name and Password. (Only those with ADMIN access can import WeShare files to Quickbooks.)
  2. THEN GO TO: The FILE dropdown menu and choose, Utilities, then Import, then IIF files
  3. LOCATE THE QUICKBOOKS EXPORT FILE FROM WHERE YOU SAVED IT.—These are the files you created in WeShare – Control Panel – Reports & History – Financial Exportand SAVED in a folder. (cf separate instructions). It is recommended that you save them to your Desktop in a folder called We-SHARE – QUICKBOOKS
  4. CLICK the location of where you have saved your file to open it. (In this case our file is located on the desktop)
  5. CLICK on the folder to open it.
  6. Click to choose the Export file to be transferred (Imported) to Quickbooks
  7. You will see the file to be transferred appear in the File Name box, Click OPEN
  8. You will receive the message below once the data is imported
  9. You can view the transaction in your QuickBooks check register
  10. After you confirm the transaction in your Quickbooks check register, be sure to file the downloaded information file in a separate folder called RECORDED IN QUICKBOOKS. This will help prevent a duplication of information.


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Contact Your WeShare Engagement Manager
Kathy Minnihan

p: (800) 950-9952 x 2435

e: kminnihan@4LPi.com

Kelly Lawrence

p: (800) 950-9952 x 2544

e: klawrence@4LPi.com

Sandy Ciha

p: (800) 950-9952 x 2542

e: sciha@4LPi.com

Tristan Sieb

p: (800) 950-9952 x 2560

e: tsieb@4LPi.com

Stephanie Waschow

p: (800) 950-9952 x 2522

e: swaschow@4LPi.com

Courtney Holland

p: (800) 950-9952 x 2463

e: cholland@4LPi.com

Christian Rocha

p: (800) 950-9952 x 2565

e: crocha@4LPi.com



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How To View Your Bank Accounts

Within the Giving Management toolbar, your Bank account information will already be set up for you.

For security purposes, bank information can only be changed through an Engagement Manager, although you can edit the name you give the bank account (click the View Details button) in the WeShare system. Please contact your WeShare Engagement Manager for additional information on how to edit bank accounts.

bank-accounts

To view your bank accounts currently attached to your WeShare click the Bank Accounts icon in the Control Panel.

bankAccounts-Icon

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How To Use The Financial Message Center

The Financial Message Center, located in the Giving Management toolbar, stores important messages about donation transactions.

Non-sufficient funds (NSF) errors or declined credit card notifications will be stored here, and a copy of the notification will also go to the affected donor. If you’d like to remove a message from this list, for example, if you’ve contacted the user to let them know they should update their credit card, click the Acknowledge button.

For an explanation of Submitted, Processing, Completed and Failed Messages, click here.

financial-message-center

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How To Change Your Site Colors
  1. In the Site Configuration Toolbar, click the Color Scheme icon.
  2. Scroll through the options and select the color scheme for your WeShare site.
  3. Click the Reload Now button to save your changes.
color-scheme

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How To Change Your Time Zone
  1. In the Site Configuration Toolbar, click the Date and Time Zone icon.
  2. Select the appropriate time zone and whether Daylight Saving Time is observed in your area to ensure emails are sent and transactions are processed correctly.
  3. Click OK when finished.
date-and-time-zone

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How To Change Your Email Settings

In the Site Configuration Toolbar, click the Email Settings icon.

Within this icon you can determine:

  • Which email address Invitations will be sent from
  • Which address Site News and Information will be sent from
  • Which email address Help Requests from users will be sent to.

For the first two options, in particular, you may want to use an email address that includes your organization’s name, so that when you send notifications, users will recognize the sender and add it to their contacts to prevent emails from being marked as spam.

email-settings

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How To Use The Engagement Library

Click on the Engagement Library icon in the Publishing toolbar to access folders that hold graphics and pre-written communication to promote online giving to your community.

Making the decision to use WeShare as your church’s online giving solution was an important one for your congregation. Letting your members know how important, is key to your church taking full advantage of all of these benefits WeShare has to offer.

Don’t forget to take a look at the flyers. They are customized, printed and shipped as part of the program and are available for many occasions. They can also be sent as pdf files.

engagement-library

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How To Add A User
  1. Click on the Add User icon, located in the User Management toolbar.
  2. Enter a first name, last name, and email address.
  3. Click Finish, and you will see a success message that the user has been added.

NOTE: If you manually add a user via this function, WeShare can send a previously saved custom invitation email so the user can access the new account and set a password. A user can be created without an email address, but will not be able to log in or receive communications from your WeShare site until an email address is entered.

add-user

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How To Send An Email To All Your Members

To send out news and information via email to all of your users at once, follow the instructions below:

  1. Click the Send an Immediate Email icon, located in the Publishing toolbar.
  2. Enter a subject and type your email in the box as you would like it to appear.
  3. Click Send Now, and a confirmation message will appear.
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How To Export All Of Your User’s Information

Use this icon, located within the User Management toolbar, to export a list of all your WeShare users. You will be given the option to Save or Open the file.

The list displays the name and contact information of all your users, including mailing address and phone number if available, which can be very helpful if you want to send out a mailing to all your users (an end of the year thank you note, for example).

export-user-list

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How To Change Your File Export Settings

File Export Settings icon in the Giving Management toolbar allows you to choose the download format for your Contribution Exports. We provide various file types to integrate WeShare with your financial system.

  1. Choose the file type you wish to download your Contribution Exports in
  2. Click OK

For detailed instructions on importing these export files into your Church Management Software, click here.

file-export-settings

The QuickBooks Export Settings option is only relevant for Administrators using QuickBooks. If you are using Quickbooks, be sure that the Account Name fields match up exactly with how your Monthly Fee Expense Name and Bank Account Name appear in QuickBooks. Click OK when finished.

file-export-settings2

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How To Change Your Site Name Or Picture
  1. In the Site Configuration Toolbar, click the General Site Settings icon.
  2. Enter the name you want to appear on your WeShare site in the Site Name field.
  3. Click on Choose a different site picture to select an image or logo (in .jpg, .png, or .gif format) from your computer to upload.
  4. Select Reset site picture to the default to return to the LPi logo.

By default, the Print Donation Slips button will appear at the top of your WeShare site. This is a printable slip your users can put into the collection basket that says, “We lovingly made our donation through WeShare.” If you would like to disable this option, un-check the box next to Show the ‘Print Donation Slips’ button.

general-site-settings

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How To Use Your Manage Users Database

This icon is where you can email a user directly, change an email address or reset a password, remove a user, edit Giving Account Settings, or manage a Giving Account.

Edit Contact Information
  1. Click on a user name to edit contact information or manage the account
  2. View user’s last login date, and status (Active, Removed, Never Logged In) to the right of the account name.
  3. When you have finished editing a user’s contact information, click OK to save the changes.
manage-users-1
Manage Giving Account
  1. Click on the Giving Account Settings tab to enter a user’s Envelope ID #, or view the Giving History.
  2. Choose the Click to Manage Giving button to walk the user through setting up a one-time or recurring donation, or to help set up or edit a new Source of Funds.
  3. When you have finished editing a user’s Giving Account, click OK to save the changes.
manage-users-2
Reset a Password
  1. Click on a user’s name in the Manage Users icon.
  2. Click Reset Password.
  3. Click Yes to confirm that you would like to reset their password, and WeShare will send instructions on resetting the password to the user’s email address.
reset-a-password
Remove a User

You can remove a user in the Manage Users icon by clicking the Remove User button. When you remove users, they are not permanently removed. You can reinstate them at any time, however, any Recurring Donations that a user has set up will be deleted once the user is removed. To view users who have been removed, be sure to choose the Removed option in the Status drop down-menu at the top of the Manage Users page.

remove-user

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How Do I Embed WeShare On My Website?

Embedding WeShare within your church or organization’s website allows your members to access the entire Online Donation and Event Management platform without ever leaving your website. We recommend that along with this option you give your members a button on your website’s homepage that connects them to WeShare. Directions for both are below.

Full Site Embed
  1. Click on the Embed Widgets icon located on the Publishing toolbar.
  2. Click the Get Embed Code button located next to the Embed Online Giving Widget.
  3. Copy the Online Giving Widget HTML Embed Code to your clipboard by double-clicking it or by highlighting it and typing Ctrl + C.
  4. Paste that code into an e-mail and send it to your webmaster. They will be able to paste the code directly into a page of your website and the embed will automatically appear on the page.
Button Widget

The button widget can be used to place a small button on your website homepage using HTML code that will link directly to your WeShare site. Follow the directions below to obtain the HTML code that will generate this button.

  1. Click on the Embed Widgets icon located on the Publishing toolbar.
  2. Click the Get Embed Code button located next to the Embed Online Giving Link Widget.
  3. Copy the Online Giving Link Widget HTML Embed Code to your clipboard by double-clicking it or by highlighting it and typing Ctrl + C.
  4. Paste that code into an e-mail and send it to your webmaster. They will be able to paste the code directly into a page of your website and the button will automatically appear on the page.
Other Options
  • For instructions on linking or embedding a single WeShare collection, click here.
  • For instructions on linking or embedding a single WeShare event, click here.


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How Do I Import Data Into My Church Management Software?

With WeShare, you can easily import transaction data into your Church Management Software. Just click on your system below for instructions:

Full Site Embed


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How Do I Build A Form?

Forms are a great way to collect additional information from your donors before they complete their donation or registration payment. For example, you could collect the names and ages of students enrolling in Religious Education. Follow the instructions below to begin building your form.

  1. Click on the Manage Giving Opportunities icon located on the Giving Management toolbar.
  2. Click Manage Collection/Event next to the Giving Opportunity you’re building a form for.
  3. Click on the Form icon and begin entering your questions.

Create a Form in WeShare from LPi on Vimeo.

Entering Form Questions

As stated above, you will begin building your form by clicking on the Forms icon and entering questions. Here’s how to enter those questions.

  1. Click the Create New Form item button.
  2. Choose a form item type from the types below:
    Type of Form Item
    • Text Entry Box: If the question you’re asking requires a text answer (e.g., What is your name?), then select this form item.
    • Numeric Entry Box: If the question you’re asking requires a numeric answer (e.g., How old are you?), select this form item. Do not use this form item for phone numbers or e-mail addresses as it will not recognize any characters other than numbers.
    • Drop-down List: If the question will be multiple choice (e.g., What T-shirt size are you? Small Medium or Large?), select this form item.
    • Check Box: If the question requires a simple check box response, select this form item.
    • Section Header/Paragraph: If you need to label a section of the form you’re creating or provide instructions to donors, use one of these form items.
  3. Once you’ve added all of your questions, click the OK button to save your changes. The form will now be visible to your donors.

Click here for additional information about downloading Form responses.



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What If Someone Needs a Refund?

All refund requests are processed through the LPi Finance Department. Please allow 3-7 business days for the refund to reach your user’s account. To process your request, please email your Engagement Manager the following information:

  • Name, City, and State of the parish or organization
  • First and last name of the user who has requested the refund
  • Transaction date
  • Refund amount

Once we receive the information we’ll be in touch as soon as possible!



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How Do Members Sign Up And Give?

WeShare used to require members to set up an account before they made a donation. Today, anyone can easily create an account and donate to a giving opportunity at the same time.

  1. From the main WeShare page, your member simply clicks on the collection they wish to give to.
  2. Your member then clicks to set up a Recurring or One-Time donation and selects a recurrence pattern.
    One Time Donation Recurring Donation
  3. Your member fills out all of their payment and contact information on a single form.
    Enter Payment Details
  4. Once the information is filled out, the donation will be finalized and the account will be created. They will receive a Success notification and a welcome e-mail, receipt, and login information will sent to the e-mail address provided.
    Success


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How Do I Add or Delete A Site Administrator?
Site_Administrators Icon

WeShare Site Administrators have full access to the Admin Control Panel and can make other users administrators as well. Every WeShare site should have at least two site administrators.

To be an administrator, someone must first be a user on the site. They can either add themselves or you can add them using the Add User button located on the main Control Panel. Once they’re added, making them an administrator is easy.

  1. Go to the Site Configuration toolbar and click on the Site Administrators icon.
  2. You will see a full list of every user on the site. This does not mean that they are all administrators, only that you have the option to make them one. Find the user you would like to make an administrator and click their name to highlight it.
    Site_Administrators
  3. If you are looking to delete an administrator, click on their name to remove the highlight. Note that this does not delete them from the system, it simply revokes their administrative rights to the site.
  4. Click OK to save your changes.


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How Do I Add WeShare To Facebook?

Adding WeShare to your Facebook page is a great way to help promote events and increase giving. Parishioners can donate, submit payments, or register events right from Facebook.

Here’s how to get started:

  1. Log in to your WeShare site. Go to the Publishing toolbar on the Admin Control Panel and click the Embed Widgets icon.
  2. Click the Get Embed Code button for the Embed Online Giving Widget. In the Width box, enter 750.
  3. Copy the Online Giving Widget HTML Embed Code to your clipboard by highlighting the code and clicking Ctrl + C to copy.
    Step 3 Imbed Widgets
  4. Log in to Facebook. Type Static HTML: iframe tabs into the search bar and click on the app.
    Step 4 Static HTML
  5. Click the green Add Static HTML to a Page button.
  6. From the dropdown menu, select your church Facebook page from the dropdown list and click Add Page Tab. This will take you to your church’s Facebook page.
    Step 6 Add Page
  7. Click the green Set up tab ––> button.
    Step 7 Set Up Tab
  8. You will now see a tab labeled index.html. Highlight and delete the text in the box. Next paste the code you copied in step 3.
    Step 8 Paste Code
  9. Click the Actions menu and select Edit name and image from the dropdown.
    Step 9 Edit Name and Image
  10. Rename the tab as Online Giving or whatever name you choose and click the Save tab name button.
  11. Click the Save & Publish button.
  12. Return to your Facebook page, select the new tab and your WeShare site should appear.
    Step 11

If you have any difficulties setting up WeShare on your Facebook page, contact your WeShare Engagement Manager for help. If you are not the Facebook administrator for your church, please forward these instructions to the appropriate person.



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How Do I Download Form Responses?
If your Form was created in an Event:

registration-listForm responses will appear in the Event’s Registration List. To download this list, click the Export List to Spreadsheet button, which will allow you to save the list in an editable .csv spreadsheet. Or, click the Export Form Responses to PDF button, which will generate your Form responses in an easy-to-read PDF.

If your Form was created in a Collection:

transaction-activity-logForm responses will appear in the Collection’s Transaction Activity Log. To download this list, choose a Begin and End date, and click the Export to CSV button, which will allow you to save the list in an editable .csv spreadsheet. Or, click the Export Form Responses to PDF button, which will generate your Form responses in an easy-to-read PDF.



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What If I See a Blank Screen in WeShare?

If you or your users cannot log in to WeShare, or if you successfully log in and see a blank screen, please try the two suggestions listed below. If the problem still persists after walking through these steps, please contact your Engagement Manager for further assistance.

  1. Update your Adobe Flash Player: To download the update, please visit the Adobe Flash Player Support Center.
  2. Update your Browser: Click to update Microsoft Internet Explorer, Mozilla Firefox, or your Google Chrome browser.


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How Do I Customize a Giving Receipt?

Giving Receipts are a great way to let your donors know that you appreciate their support while providing them with the details of their transactions. The default Giving Receipt message is “Thank you for giving!” but this message can be changed and customized for any Giving Opportunity on your site.

Here’s how:

  1. Click on the Manage Giving Opportunities icon located on the Giving Management toolbar.
  2. Click Manage Collection/Event next to the Giving Opportunity you’re customizing a message for.
  3. Click the Edit/Preview Giving Receipt Email icon.
    EditGivingReceipt
  4. Enter your message in the box and click OK to save.
    Preview Giving Receipt


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How Do I Get A Link Or Button For A Specific Event?

Promoting your events throughout your church or organization website is a great way to increase participation and visibility. WeShare offers three ways to help you promote–simple link, button widget, and event embedding.

To access any of these options, first click on the Manage Giving Opportunities icon located on the Giving Management toolbar. Next, click Manage Event next to the event you’re looking to promote. From there, follow the instructions below:

Simple Link

To obtain a simple link for your event that you can hyperlink from your own website or send out in emails, first click the Event Advertisement Embed Code icon. Next, click the Copy URL to Clipboard button to copy the link. You can now paste the link on your website, send it in an email, or share it on social media.

Simple Link
Button Widget
Button Widget

The button widget can be used to place a small button on your website using HTML code that will link directly to the event on your WeShare site. The image and text used on the button correspond to the image and brief description you used when setting up the event.

To obtain the HTML code that will generate this button, first click the Event Advertisement Embed Code icon. Next, click the Copy Code to Clipboard button to copy the code.

Paste that code into an e-mail and send it to your webmaster. They will be able to paste the code directly into a page of your website and the button will automatically appear on the page.

If you have any further questions regarding creating the button, please contact your WeShare Engagement Manager.

Event Embed
Event Imbed

The event embed can be used to embed the full event itself into your website. This allows registrants to sign up for your event without ever leaving your page.

To obtain the HTML code that will generate this embed, first click the Event Signup Widget Embed Code icon. Next, click the Copy Embed Code to Clipboard button to copy the code.

Paste that code into an e-mail and send it to your webmaster. They will be able to paste the code directly into a page of your website and the event embed will automatically appear on the page.

If you have any further questions regarding creating the embed, please contact your WeShare Engagement Manager.

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How Do I Get A Link Or Button For A Specific Collection?

Promoting your individual collections throughout your church or organization website is a great way to increase donations and visibility. WeShare offers three ways to help you share your collections–simple link, button widget, and collection embedding.

To access any of these options, first click on the Manage Giving Opportunities icon located on the Giving Management toolbar. Next, click Manage Collection next to the collections you’re looking to share. From there, follow the instructions below:

Simple Link

To obtain a simple link for your collection that you can hyperlink from your own website or send out in emails, first click the Link to this Collection icon. Next, click the Copy URL to Clipboard button to copy the link. You can now paste the link on your website, send it in an email, or share it on social media.

Simple Link
Button Widget
Button Widget

The button widget can be used to place a small button on your website using HTML code that will link directly to the collection on your WeShare site. The image and text used on the button correspond to the image and brief description you used when setting up the collection.

To obtain the HTML code that will generate this button, first click the Link to this Collection icon. Next, click the Copy Code to Clipboard button to copy the code.

Paste that code into an e-mail and send it to your webmaster. They will be able to paste the code directly into a page of your website and the button will automatically appear on the page.

If you have any further questions regarding creating the button, please contact your WeShare Engagement Manager.

Collection Embed
Collection Embed

The collection embed can be used to embed the full collection itself into your website. This allows registrants to donate to your collection without ever leaving your page.

To obtain the HTML code that will generate this embed, first click the Collection Widget Embed Code icon. Next, click the Copy Embed Code to Clipboard button to copy the code.

Paste that code into an e-mail and send it to your webmaster. They will be able to paste the code directly into a page of your website and the collection embed will automatically appear on the page.

If you have any further questions regarding creating the embed, please contact your WeShare Engagement Manager.



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What Does The Financial Message “Hold Call” Mean?

Financial messages are sent to donors and WeShare Admins whenever a donation or transaction fails to process. Those messages are also displayed in the Financial Message Center on the WeShare Admin Control Panel until they are acknowledged.

One of these messages displays as “The transaction failed. HOLD-CALL.” This could mean one of several things.

  • The donor’s credit card has been lost or stolen
  • The donor’s bank has issued a “hold” on the card preventing further transactions
  • The donor’s card has just been issued and is not yet activated.

As the WeShare Admin, please have the donor contact their financial institution to find out what may have caused the issue.



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What Does The Financial Message “Notice Of Change (NOC)” Mean?

Embedding WeShare within your church or organization’s website allows your members to access the entire Online Donation and Event Management platform without ever leaving your website. We recommend that along with this option you give your members a button on your website’s homepage that connects them to WeShare. Directions for both are below.

Full Site Embed
  1. Click on the Embed Widgets icon located on the Publishing toolbar.
  2. Click the Get Embed Code button located next to the Embed Online Giving Widget.
  3. Copy the Online Giving Widget HTML Embed Code to your clipboard by double-clicking it or by highlighting it and typing Ctrl + C.
  4. Paste that code into an e-mail and send it to your webmaster. They will be able to paste the code directly into a page of your website and the embed will automatically appear on the page.
Button Widget

Financial messages are sent to donors and WeShare Admins whenever a donation or transaction fails to process or when a donation processes successfully but changes need to be made. Those messages are also displayed in the Financial Message Center on the WeShare Admin Control Panel until they are acknowledged.

One of these messages displays as “Transaction succeeded, but the receiving bank reported a change: The account number is incorrect and must be updated”.

What this message means is that the donor entered their account number into WeShare incorrectly, but the bank was able to locate the correct account number and process the donation successfully. The bank refers to this as a Notice of Change (NOC) and this process of locating the correct account number can often trigger a $4.00 fee to be paid by the merchant.

As the WeShare Admin, please have the donor either carefully reenter their payment information or have them contact their bank if they feel an error has been made.



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What Are Submitted, Processing, Completed, Or Failed Donation Messages?

Submitted: This is the first step in the donation process. It means that the information given by the member is being verified.

Processing: Once the information is verified, WeShare is confirming and verifying the funds. Think of Submitted as the intention and the Processing as the actual debit.

Completed: WeShare will send the funds to your bank once they are verified. When those funds are received, by your bank it will post as Completed.

Failed: If the funds intended by your member cannot be verified, you will see a Failed message indicating the payment was not received.

If a donation fails, you will receive a financial notification both by e-mail and in the Financial Message Center on WeShare.



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How Does A Donor Print Their Giving History?

WeShare tracks every donation and event ticket purchase made for every member on your site. Members can access this information at any time they are logged into the site by clicking on the View Giving History button.

History

Members can select reports by year, but note this does not replace the year end tax statement issued by the church.



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How Do I Add A Collection Manager?

Collection Managers can only edit and see data for collections they have access to and will see no other administrative content. If your church or organization has a volunteer who manages a single fundraising campaign and nothing else, you may want them to be a Collection Manager rather than a Site Administrator.

To add a Collection Manager, first click on the Manage Giving Opportunities icon located on the Giving Management toolbar. Next, click Manage Collection next to the collections you’re looking to share. Then, click the Status & Privacy icon.

Status & Privacy

This will bring up a box with various Status & Privacy options. To add a Collection Manager, click the Edit button button located next to the Collection Managers box.

Edit

You will see a full list of every user on the site. This does not mean that they are all collection managers, only that you have the option to make them one. Find the user you would like to make a Collection Manager, click their name to highlight it, and click OK to confirm the change.

Select

If you want your new Collection Manager to receive e-mail notifications any time a member donates to the collection, select Email Collection Managers Open from the drop down Transaction Notification menu.

Email Settings

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How Do I Add An Event Manager?

Event Managers can only edit and see data for event they have access to and will see no other administrative content. If your church or organization has a volunteer who manages a single fundraising event and nothing else, you may want them to be a Event Manager rather than a Site Administrator.

To add an Event Manager, first click on the Manage Giving Opportunities icon located on the Giving Management toolbar. Next, click Manage Event next to the events you’re looking to share. Then, click the Status & Privacy icon.

Status & Privacy

This will bring up a box with various Status & Privacy options. To add an Event Manager, click the Edit button button located next to the Event Managers box.

Edit

You will see a full list of every user on the site. This does not mean that they are all Event Managers, only that you have the option to make them one. Find the user you would like to make a Event Manager, click their name to highlight it, and click OK to confirm the change.

Select

If you want your new Event Manager to receive e-mail notifications any time a member donates to the collection, select Email Event Managers Only from the drop down Transaction Notification menu.

Email Settings

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How does a Collection or Event Manager access the site?

Collection and Event Managers can easily access the collections or events you have assigned them to with a few simple steps.

  1. Your Manager can log in to the site by clicking on the Log In button located in the top-right corner of the site.
  2. Next, they will click the Admin button located on the top menu bar.
  3. This will open up an Admin view containing only the collections or events you have given them access to.
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  4. Clicking on the Manage Collection or Manage Event button will bring up the standard icons.
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For instructions on adding a Collection Manager, click here.

For instructions on adding an Event Manager, click here.



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