Step 1: Navigate to the campaign settings page > Payment Links tab and hit on the "+" icon.
Step 2: Generating a payment link
One time use
When you click on the "+" icon, the Generate Payment Link modal will appear on your screen 👇
Fill in the donor details manually or search for the donor's record on the website. If the donors' record exists, the information is automatically pulled in from the profile.
NOTE: Only the pre-payment form attached to the Giving campaign can be pre-filled; the donor will have to manually enter the post-payment form details after making the payment.
After entering the necessary information, click on the generate payment link button, and the below pop-up will appear on your screen.
Copy the link and share it with your donor. 😄
Creating a payment link template
Click on the "+" icon as mentioned in step 1.
On the Generate Payment Link modal, click on the "Load Template" option.
On the next modal, click on "create a new template."
Give the template a name and pre-set the payment amount, fund designation, and the pre-payment form fields.
Click on "Save Changes" once you have entered the necessary details. This ensures that the next time you generate a link, most of the details are pre-filled, and you'll only need to input specific donor details.
Step 3: Tracking the status of the payment links you shared
You will see all the payment links generated for a fundraising campaign on the "payment links" tab.
The payment links are listed in three different sections 👇
Not Paid - Either you have not yet shared the link, or the donor has not yet made the donation
Paid - The donor successfully made a payment.
Failed - The donor attempted to make a payment, but failed due to card-related issues.
Here's how the process would look like for a donor when they click on the payment link you shared:
Please write to us using the Intercom Chat bubble 💬 if you have any questions. 😄