Upload your Organization logo, manage campaign information, capture additional user information, create a keyword, and set the information required for user participation.
Access Global Settings
- From the Admin Navigation, select Settings > Global.
Organization and Site Information
Also available from the Site Container in the Dashboard. Visit Site Settings.
User Information and Custom Fields
Also available from User Container in the Dashboard. Visit User Settings.
Advanced Settings
Site
Also available from Site Container in the Dashboard. Visit Site Settings.
User Information
Also available from User Container in the Dashboard. Visit User Settings.
Payments
Apply a surcharge or tax to all or selected items and or purchases. A surcharge can either be a state-mandated tax or a fee passed to the user. Visit How to Apply a Tax Based on Charity Rules (Lesser of FMV or Selling Price) or How to Apply a Tax Based on Selling Price, Including Donations for more information.
Note: The global setting can be overridden on an individual item. Edit the Items Surcharge (%) field from "User Event Default Surcharge to "Set Custom Surcharge for this Item" and add a custom value.
Credit Card Payments
Allow Self Checkout: Set to Yes for users to secure payment from their Pay page on their phone. Users must see an admin to pay when Allow Self Checkout is set to No.
Transaction Fees
Visit Passing on Fees to Purchaser prior to editing. The default is Optional for Purchaser.
The Processing Fee rate applies when transaction fees are passed to the purchaser. Visit Passing on Fees to Purchaser prior to editing. When Paid by Organization is selected, standard rates apply. No additional adjustments are needed.
Processing fees are deducted and reflected within the batch report Adjustment/Fees column regardless if fees are passed. The additional revenue is intended to cover the credit card transaction costs found in the Batch Report.
To capture the full amount of the fees at a variable rate:
- Visit View Admin > Settings > Global > Advanced Settings > Transaction Fees > Processing Fee (%).
- Adjusting the Processing Fee sets the Effective Rate.
- The default is 3.5%, which sets the Effective Rate to 3.627%.
- Set the Processing Fee to 3.95%. The Effective Rate adjusts to 4.112% to capture the full amount with a variable rate.
- Save updates.
Note: Once a transaction is completed on the campaign the Processing Fee percent cannot be edited.
Fee Per Attendee
Add a fee for ticket purchases, which is applied per attendee. On newly created campaign sites, the fee per attendee defaults to $0.00. Fees passed are subject to the Effective Rate and applied to the purchase total.
Note: Once a ticket purchase has been made with the set Fee Per Attendee fee, the fee will no longer be editable.
Visit Pass Fees to Purchasers to learn more.
Messages
Also customized from Site Container within the Dashboard. Visit Site Settings.