How to Create a Payment Link

Learn how to create a payment link with all the donor information and other campaign details to enhance your donor's giving experience.

Sarita Markande avatar
Written by Sarita Markande
Updated over a week ago

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 πŸ‘‡

    • 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. πŸ˜„

  • 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 πŸ‘‡

    • 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 at or through the chat bubble πŸ’¬ if you have any questions. πŸ˜„

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