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PAC Contribution Member Flow

VIDEO TRANSCRIPT | Recorded: 2024-08-28 | Verify against current system state

Abstract

Demonstration of the PAC (Political Action Committee) contribution process through the member portal. Shows one-time donation flow where members can contribute any amount, select whether to be recognized, and complete payment. Also covers recurring monthly/quarterly contributions which create standing orders in Aptify. Notes that thank you emails are sent weekly by PAC team after review rather than immediately automated.

Key Procedures

  • Navigate to PAC contribution page (members only, hidden from non-members)
  • Enter contribution amount (open field, any amount)
  • Optionally select "I would like to be recognized" checkbox
  • Review legal restrictions disclaimer
  • Enter credit card information and submit
  • For recurring: select monthly or quarterly frequency
  • Standing order created for auto-renewal processing
  • View contribution in order history
  • PAC team sends weekly thank you emails after review

Notable Statements

  • 0:00:40 "It's not going to show at all if they are not a member. They should not even see the word PAC."
  • 0:01:39 "When this is clicked, a specific attribute is added to the order letting the PAC team know that this person wanted their contribution to be recognized."
  • 0:01:50 "This is not part of the account. It's not an account field because they may only want this specific order to be recognized."
  • 0:03:35 "Once a week, the PAC team will collect everyone who has made a donation or contribution for that week."
  • 0:04:01 "They don't send out the thank you, they actually follow up directly with them to resolve the issue first."
  • 0:05:20 "We don't have yearly because that is something that's done through the membership auto renewal."

Systems & Configurations

Systems Mentioned

  • Member Portal (my.aanp.org)
  • Aptify (order management, standing orders)
  • Salesforce (backend)

Specific Configurations

Item Value/Setting Timestamp Notes
Contribution Type PAC contribution 0:01:05 Single option in dropdown
Frequency Options One-time, Monthly, Quarterly 0:02:48 No annual (part of membership)
Recognition Per-order attribute 0:01:50 Not account-level field
Thank You Email Weekly batch 0:03:35 Manual review first
Access Members only 0:00:40 Page hidden from non-members

Credentials/Access Mentioned

  • Member portal login required
  • PAC team manages thank you communications

Errors & Troubleshooting

  • Issue: Non-member accessing PAC page
  • Cause: Should be blocked by membership check
  • Resolution: Page displays access denied without mentioning PAC

  • Timestamp: 0:00:49

  • Issue: Contribution issues before thank you sent

  • Cause: Payment failed, not a member, exceeded limits
  • Resolution: PAC team contacts member directly before sending thanks
  • Timestamp: 0:04:01

Transcript Gaps & Quality Notes

  • Demo performed in QA environment for one-time contribution
  • Production shown only for recurring options (no actual transaction)
  • Standing orders in Aptify similar to membership auto-renewal
  • Mary Ann Sapo sends personalized thank you letters
  • Recording ends while searching for example standing order