How to enable Instant Payments¶
This is a feature that Support has to activate for the Campaign.
Before requesting the activation¶
Two quick things need to be checked:
- Does the campaign have an enabled Payment Gateway?
The Campaign will need an active Payment Gateway already connected. This is what processes the cards. If they don't have one set up yet, let's chat—there is a small one-time cost to connect it. - Can the Payment Gateway accept Instant Payments?
Most do.
How would you like the captured data exported?¶
To avoid any surprises later, we recommend having a discussion with the charity on how they would like the results to be exported:
- Weekly Files: Should successful Instant Debit payments be included in the main weekly export file, or would they prefer them in a separate file?
- New Data: Would they like new fields in the export (like a transaction reference number or payment status)?
- Daily Updates: Some charities like a small, daily summary file for quicker reconciliation. Is that something they would find helpful?
- "What should the receipt say?" The donor receives an automatic welcome email. Should the email for an instant, one-off payment look different from the email for a new recurring donation? If you choose to, you can include payment receipt information in the welcome email.
The Simple Process¶
| Step | What Happens | Who Does It? |
|---|---|---|
| 1 | You confirm the Campaign is ready. You've had the chat above and checked about the Payment Gateway. | Agency Account Manager/ Charity |
| 2 | You send us the request. Just pop us a ticket or an email asking to "Enable Instant Payments for [Campaign Name]". | Agency Account Manager / Charity |
| 3 | We enable it. We'll enable the feature in the campaign settings. | Evergiving Team |
| 4 | We confirm it's live. We’ll let you know it’s active and ready to test! | Evergiving Team |