2023 eWay Demo Self Register Local Site
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United Way of Greater Milwaukee & Waukesha County

2023 eWay Demo Self Register Local Site

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The following is a demonstration of the user experience while making a pledge in a customized eWay site.

The site layout represented in this demo is the basic template for an eWay site, and workplaces that partner with United Way may choose to further customize their site and user experience.

Donors outside of the United Way of Greater Milwaukee & Waukesha County's region will see more generalized United Way collateral.

Some workplace campaigns require users to log in with credentials provided by their workplace. For a demonstration of a workplace campaign site that requires users to log in, click here.

Click here to view the 2023 eWay Site Self Registration Demo Video.

To jump to a specific section of the pledging process, click one of the following links:

  1. Registration
  2. Home
  3. Home Page Links
  4. Making a Pledge
  5. Payment Types
  6. Designating Your Pledge
  7. Designation Options
  8. Donor Information
  9. Confirmation
  10. Ambassadors

If you are a Donor with additional questions about your pledge, please contact the Donor Help Desk at donor@unitedwaygmwc.org.

If you are an Ambassador with additional questions about your campaign, please contact your Campaign Coordinator.

 

 


 

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1. Registration

Users will be given a link with a unique URL that is specific to their workplace campaign, such as
https://donor.unitedeway.org/login.aspx?campaign=UNIQUECAMPAIGNCODE

Click Register. [If you land on your site's home page (see below), click Donate to begin registration.]

2023 Demo Screenshot of Login Screen

The user will be taken to a Registration page. While the URL may be consistent with prior years' links, credentials do not carry over from previous years. Please create a new username and set your new password according to the rules posted.

2023 Demo Screenshot of Registration Screen

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2. Home

When a user has registered with their workplace campaign pledge site, they will see a video for the United Way of Greater Milwaukee & Waukesha County's Community Fund.

2023 Demo Screenshot of Home Page

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3. Home Page Links

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Donate

Proceed to the pledging process.

Change Password

Users may be asked to change their passwords. Specific password requirements are listed on the page.

* Tip - Credentials do not carry over from previous years' campaigns.

2023 Demo Screenshot of Changing Password

Give & Win

This link opens a PDF detailing our Give & Win Sweepstakes, open to donors in the United Way of Greater Milwaukee & Waukesha County's region that make a new or increased donation by Friday, November 10, 2023 at 5:00 p.m. CST. Full details and rules can be found here.

2023 Demo Screenshot of Give & Win

The Give & Win link will be removed from local eWay sites following the conclusion of the Sweepstakes.

Giving History

Users who have not yet made a pledge through the eWay site  during this year's campaign will not see any previous donations in the Giving History.

2023 Demo Screenshot of Giving History with No Previous Participation

Donors who have participated in the campaign will see information about their pledge, including a breakdown of designations.

2023 Demo Screenshot of Giving History with Past Participation

Donor Networks

Donors in the United Way of Greater Milwaukee & Waukesha County's region that participate at a Leadership Level of $1,200 or more annually that want to connect with like-minded donors can learn more about our Donor Networks.

2023 Demo Screenshot of Donor Networks

FAQs

Frequently Asked Questions

Privacy Statement

Privacy Statement

Donor Assistance

Questions about pledges can now be directed to our Donor Help Desk at donor@unitedwaygmwc.org.

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4. Making a Pledge

Users will see payment type options specific to their workplace's preferences.

2023 Demo Screenshot of Pledging Process

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5. Payment Types

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Payroll Deduction

Once a Donor has selected Payroll Deduction, they can choose their regional United Way and continue to select the amount of their pledge. Payroll deduction options are specific to the user's workplace preferences.

2023 Demo Screenshot of Payroll Deduction Payment Type

Credit Card

Once a Donor has selected Credit Card, they can choose their regional United Way and continue to select the amount of their pledge. Credit Card pledges can be paid immediately or billed monthly, quarterly, or annually.

2023 Demo Screenshot of Credit Card Payment Type

Bill Me

Once a Donor has selected Bill Me, they can choose their regional United Way and continue to select the amount of their pledge. Donors can pay by check immediately or select their billing schedule.

2023 Demo Screenshot of Bill Me Payment Type

Securities/Stock

Once a Donor has selected Securities/Stock, they can choose their regional United Way and continue to select the amount of their pledge. Securities/Stock options can be provided, and additional information is available to assist with the process.

2023 Demo Screenshot of Securities & Stock Payment Type

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6. Designating Your Pledge

Users will see designation options specific to their local United Way.

2023 Demo Screenshot of Designation Process

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7. Designation Options

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United Way's Community Fund, Focus Areas, & Key Initiatives

Gifts to United Way’s Community Fund are invested in local nonprofits for short-term relief and long-term success focusing on issues that are often interrelated–issues like health concerns, educational road blocks, and financial struggles.

2023 Demo Screenshot of United Way Designation Options

Locate An Agency

To designate a pledge to a United Way Agency Partner, CHC: Creating Healthier Communities, or a popular agency that is not affiliated with the United Way, scroll to the bottom of the page and click Locate An Agency.

2023 Demo Screenshot of United Way Designation Options - Locate An Agency

 

Select a list to choose the preferred nonprofit.

2023 Demo Screenshot of United Way Designation Options - Locate An Agency Lists

 

Agency lists are sorted alphabetically.

2023 Demo Screenshot of United Way Designation Options - Locate An Agency Select

 

Click Select on the preferred organization, and the profile will be sorted to the top of the designation page.

2023 Demo Screenshot of United Way Designation Options - Locate An Agency Top of Page

Write-In

Once the user has identified how they would like to designate their pledge, they can allocate their pledge by percentage of pledge or by dollars. The site will add up allocations and will not allow the user to continue to the next page if the pledge is not allocated to its total amount.

2023 Demo Screenshot of United Way Designation Options - Locate An Agency

 

Enter as much information about the preferred organization as possible. United Way's Pledge Processing Department will vet the organization provided to process the payment. If the pledge cannot be directed to the Write-In agency, United Way will contact the donor directly.

2023 Demo Screenshot of United Way Designation Options - Write-In

 

When the preferred organization's information has been entered, click Submit. Then click Select, and the profile will be sorted to the top of the designation page.

2023 Demo Screenshot of United Way Designation Options - Locate An Agency Top of Page

 

Once the user has identified how they would like to designate their pledge, they can allocate their pledge by percentage of pledge or by dollars. The site will add up your allocations and will not allow you to continue to the next page if your pledge is not allocated to its total amount.

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2023 Demo Screenshot of Designation Process - Allocating

After confirming their pledge, the donor will continue to Donor Information.

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8. Donor Information

Before completing their pledge, the user can fill in personal information, including selecting a Donor Network if their gift qualifies.

2023 Demo Screenshot of Donor Information

After clicking continue, the user will complete the pledge process.

The donor may log back into the site using their updated credentials to review their giving history, edit their pledge, or make an additional pledge for the duration of the workplace campaign depending on their workplace's preferences.

 

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9. Confirmation

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On-Screen Confirmation of Your Pledge

Donors will see a Thank You screen upon finalizing their pledge and are encouraged to take our survey to offer feedback of their experience.

2023 Demo Screenshot of Confirmation Page

Confirmation Email

Donors will receive a confirmation email with full details about their pledge, including payment type and any designations.

* Tip - Donors are encouraged to keep their confirmation email for their tax information. Payments made through Payroll Deduction may also require a copy of your pay stub, W-2, or additional employer documentation. Please consult your tax advisor for more information.

2023 Demo Screenshot of Confirmation Email

 

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10. Ambassadors

Dashboards

Ambassadors can work with their contacts at United Way to establish who has access to Dashboard reporting functionality within the eWay site.

* Tip - In the interest of protecting their organizations privacy and security, workplaces are encouraged to limit this permission to a select few individuals at a high level in the organization's campaign planning.

Users with Dashboard functionality will see the link in the top right of their screen below their workplace's logo.

2023 Demo Screenshot of the Home Page with a Dashboard

 

Clicking on the link will open the Dashboard to show campaign progress. Ambassadors can view progress by clicking into the levels determined in by the workplace when setting up the campaign website, and reports can be run from the Dashboard accordingly.

Ambassadors that need to process paper pledge forms can scan them and upload PDFs via the link in the Dashboard.

2023 Demo Screenshot of the Dashboard

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Additional Questions

If you are a Donor with additional questions about your pledge, please contact the Donor Help Desk at donor@unitedwaygmwc.org.

If you are an Ambassador with additional questions about your campaign, please contact your Campaign Coordinator.

 

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