Account Information [Launcher icon > Settings > Account Information] has your Organization's Account Profile and Gateway information. This article includes information on:
Navigating to Account Information
Profile
Gateway
PayPal and Venmo
Navigation to Account Information
To get to your Account Information [Launcher icon > Settings > Account Information] follow these steps:
Profile
Here is the description of each field:
Account Number: Number of your Organization's Account associated with the currently logged in instance of CONNECT. If your organization has more than one account, take care to log into the correct one.
Currency: Currencies set up to be used in this account.
Gateway: Gateway set up to be used in this account.
Organization Name: Organization name associated with the account. Used as the title on the CONNECT Peer-to-Peer Site's home page.
Nickname: Available for your Organization's internal use to distinguish between accounts. If an email is associated with multiple accounts, the login screen offers a drop-down reflecting the available account numbers and their nicknames.
Primary Contact: Available for reference by Click and Pledge if needed, typically the person that request. It does not appear elsewhere in the product platform. This is not necessarily the system administrator for the organization.
Contact Email Address: Email address of the Primary Contact for Click and Pledge's internal reference.
Website Address: Website address of the Organization. A Facebook or social media presence is acceptable if there is no custom domain for the organization.
Tax ID/EIN: Government-issued Tax ID of the Organization. e.g. 56-1234567.
Phone: Enter the official phone number of the organization.
Address: Street number and name for the Organization associated with this account's instance.
City: City of the Organization associated with this account's instance.
Country: Country of the Organization associated with this account's instance.
State / Province: State of the Organization associated with this account's instance, choices available rely on the Country that was selected.
Zip / Postal Code: Zip/Postal Code of the Organization associated with this account's instance.
Tax Deductible Donations: Reflects whether the organization is approved for tax deductions.
Time Zone: Time zone of the Organization associated with this account's instance.
Sector: A single sector for Click and Pledge's internal reference. Your organization's appearance in the CONNECT community is affected by the Categories (up to 3) defined for each Campaign in the Fundraising App under Campaigns > Campaign Name > Campaign Details > Search Engine Optimization and Scripts.
Sub-Sector: A single sub-sector for Click and Pledge's internal reference. Your organization's appearance in the CONNECT community is affected by the Categories (up to 3) defined for each Campaign in the Fundraising App under Campaigns > Campaign Name > Campaign Details > Search Engine Optimization and Scripts.
Update: Click ‘Update’ to save the changes.
Gateway
Here you can view the payment processor connected to your Click & Pledge platform.
Note: If your account was set up processing through ProPay, you may convert to Stripe. Benefits of updating to Stripe include adding Amazon Pay, Apple Pay, and Google Pay as payment options. Also the Stripe Gateway allows you to add PayPal and Venmo to your account.
How Click & Pledge and Stripe work together
Click & Pledge and Stripe have a partnership, so the Stripe Gateway setup process is native to your Click & Pledge CONNECT account. No need to contact Stripe directly to open a bank account. Any existing Stripe bank account will not work with Click & Pledge. Banking functions like reports and refunds can all be managed within your Click & Pledge CONNECT account.
To add Stripe as your Gateway have your depositing bank's account number or debit card and your EIN number (Business Tax ID) available.
To switch to Stripe, click Add Stripe tab and follow the instructions provided.
PayPal and Venmo
PayPal is a Third-Party payment platform you may add as a payment option to your forms. PayPal/Venmo fees are charged by PayPal in accordance with your PayPal account agreement. PayPal will deposit your funds to your account directly. The Click & Pledge platform fee applies.
1. To add PayPal and Venmo, navigate to Payment Methods, find PayPal/Venmo and click "Click to Setup." [Launcher icon > Settings > Payment Methods > Click to Setup]. Click for Navigation Instructions .
2. You will be asked if you want to add PayPal and Venmo, click YES button if you wish to add.
3. You will then be prompted to begin to link your PayPal/Venmo account or open an account.
4 & 5. The next screen will prompt you to enter your email address and enter next. If you have an existing account you wish to link, then enter the email address associated with it.
6. Either create an account by providing a password or login with your existing PayPal account. Click Next button.
7. Continue through the process until completed.
Once completed, PayPal will be listed in your Payment Methods.
Now you have the option of using PayPal/Venmo for your Campaigns. For more about Payment Methods in Campaigns, go here: CONNECT: Payment Methods