This article covers the steps for enabling your platform to accept donations. It also show how donations look to your platform's users, and explains how you can edit the donation messages that are displayed to users who express interest in donating. Finally, it explains how you can view your donation data.
Donations through a Connect platform are done using Stripe. In order to set up for donations, you will need an account with Stripe. Once you have done that, you must enter the applicable data from Stripe into the proper fields in your admin panel.
Note on Transaction Fees: Stripe charges a flat rate of 2.9%, plus 30¢ per successful charge. Galaxy Digital does not receive a percentage of donations made through a Connect platform.
Stripe provides a secure means for accepting payments over the internet. To open a Stripe account, go to Stripe and enter an email address and a password. Next, take these steps:
- From your Stripe dashboard, click Your account > Activate Account.
- Complete all applicable fields. This form includes fields for the required bank details for accepting payments.
Once you have submitted the necessary information, you will need to obtain the API (application programming interface) keys that Stripe provides you. These keys will allow Stripe to interface with your platform so that you can accept donations securely.
Once you've set up your account, the next step is to create a way for Stripe to "talk" to your Connect platform so that secure transactions are possible. To do this, you should have two screens open:
- Your Stripe dashboard
- The Donations area of your admin panel. To access this area, open your admin panel, click Settings, and select Donations.
To obtain the necessary API keys:
- From your Stripe dashboard, click Your account > Account Settings.
- Click API Keys at the top of the screen.
- Copy and paste the Live Publishable and Live Secret keys from Stripe into the corresponding fields under the Donations tab.
Note: If you want to test Stripe first, you should copy the Test keys provided in Stripe. Once you're ready to accept donations, remember to replace the test keys with the live ones.
- Click the Submit Changes button of your Donations page.
Your site's visitors are given several opportunities to donate to your organization through your Connect platform. Not only is there a Donate button available in the utility bar (passive request), but users will be asked if they wish to donate after performing certain actions on the site (active requests).
If you have set up your system to accept donations, your users' dashboards will include a Donate button in the utility bar.
If this button is clicked, the user will get an overlay with fields for entering their contact and credit card information.
Click here to learn how to edit the default text of this message.
Note: You can also edit the default text of the thank-you message that is displayed if the person chooses to donate. Learn more here.
After responding to a need, a volunteer is shown an overlay thanking them for volunteering, giving them the opportunity to share their need response on social media, and inviting them to donate to your organization. An example from a United Way organization is shown below.
A similar overlay with a Donate button is displayed after a volunteer fans an agency or RSVPs to an event.
Note: If you wish replace "United Way" with your organization's name in the message above, contact our Customer Care team.
You can specify the text of both "donate" messages that are displayed for users:
- Introduction Message - Displayed when a user clicks a Donate button.
- Thank-you Message - Displayed once a user has made a donation.
To edit the default text:
- From your admin panel, go Settings > Donations.
- Scroll to the Introduction Message and Thank-you Message fields.
- Craft your messages as applicable.
- Click Submit Changes.
The Reports area of your admin panel includes two reports on donations:
- Donations Basic Information - shows data on incoming donations to your site, including the donor's name and address, the area of the site from which the donation was made, and the amount and status of the donation. You can search for donations by date, and you can export this report to see a detailed status.
- Donations By User - shows information about individual users who donate, including user first and last name, the site from which the donation was made, the donation date amount, the last four letters of the credit card used, and the status of the donation. You can export this information as needed.