Set up Tap to Donate

Before you begin, you need:

• The Organization Administrator role. Only Organization Administrators can set up Tap to Donate.
• A connected Stripe account, which Tap to Donate uses to process in-person payments. If you haven't connected one yet, see Stripe.

To enable Tap to Donate:

1. Go to Settings > Tap to Donate.
2. Click Enable Tap to Donate.
3. In the Set up your location window, enter your office address. In Location name, enter a name for this address, such as Main Office. This address covers all your events and can be updated at any time.
4. Click Enable Tap to Donate.

A subaccount can set up Tap to Donate only if it has its own payment account. A subaccount that uses the payment account of its parent cannot set it up separately and inherits the parent setup.

Tap to Donate campaigns live in the Tap to Donate campaigns section of your Dashboard. Only these campaigns appear in the app on a phone.

To create one:

1. Go to Tap to Donate campaigns.
2. Click New campaign.
3. Enter a name for the campaign. This name is internal, and supporters do not see it.
4. Click Create campaign.

After you create your first campaign, New campaign gives you two options:

• New Tap to Donate campaign with default settings — a fresh campaign you configure from the start. Use it when the new campaign is unlike the ones you already run.
• Clone an existing Tap to Donate campaign — a copy of a campaign you have already set up, carrying over its settings. Use it when the new campaign is close to an existing one — the same event at a different location, or a repeat in a later year — so you do not configure it again.

The campaign opens on the Overview tab, which shows its key details. Switch to the Settings tab to configure it.

The Settings tab is where you set how the app takes donations. The left-hand menu groups the options into sections. Start with General and work down.

The General section sets the campaign's name and how long it runs.

• Set a Campaign name for internal use — it appears in the Dashboard and your reports, but supporters never see it.
• Add an optional Campaign code to tag the campaign in reports, exports, and your CRM.
• Under Campaign end date, set a date to disable the campaign automatically and move it to the archive.

The Frequencies section sets which donation frequencies supporters can choose. Offer up to two frequencies, such as one-time and monthly. The station preselects the default, and supporters can switch to the second one if you add it. Only the frequencies enabled in your account's Dashboard settings (under Settings > Recurring plans) are available here.

The Donation amounts section sets the smallest gift the station accepts. You can choose different amounts for the frequencies you selected.

The Designations section sets what supporters' donations fund. Choose how donations are assigned to a designation:

• Assigned designation — every donation goes to the designation you select, and supporters cannot change it.
• Selectable designation — supporters choose from the campaign designations at the station.

The Custom fields section records extra information with each donation. Add a field for anything you need beyond the standard donation details; the values appear on the donation and in your exports.

Switch to the Content tab to set what supporters see on the station's donation screen. Add a logo, an image, a title, and a message that explains the cause.

Switch to the Emails tab to configure the emails supporters receive after they give, such as the donation receipt. Customize each one or turn it off.

A Tap to Donate Specialist is a staff member or volunteer who only collects donations on-site. The role carries no Dashboard permissions beyond personal profile settings. Organization Administrators, Campaign Administrators, and Configuration Managers can also collect donations in the app, but this role is built specifically for the people running events.

Only Organization Administrators can add Tap to Donate Specialists. When you invite one, you choose which Tap to Donate campaigns they can use in the app — every active campaign, or a specific list.

To add a Tap to Donate Specialist:

1. Go to Settings > Team.
2. Click Invite user.
3. Enter the user's email address, first name, and last name.
4. Select Tap to Donate Specialist as the role.
5. Choose which campaigns the specialist can use:
   • To grant access to every active Tap to Donate campaign, select All active campaigns. New campaigns you create later are added automatically.
   • To grant access to specific campaigns, select Selected campaigns only, click Add campaigns, and add one or more by name or ID.
6. Click Send invite.

You can add a specialist without assigning any campaigns; they can log in but see no campaigns until you grant access. Disabled or archived campaigns cannot be assigned, and disappear from the specialist's app automatically if a campaign is later disabled.

Once specialists accept their invitations, they can set up the app and start collecting donations. See Accept in-person donations with Tap to Donate.

To change which campaigns a Tap to Donate Specialist can use:

1. Go to Settings > Team.
2. Find the specialist, click the three-dot menu (…), and click Edit role.
3. Update the campaign list:
   • To grant access to every active campaign, select All active campaigns.
   • To add a specific campaign, select Selected campaigns only, click Add campaigns, and add one or more.
   • To revoke access, remove the campaign from the selection.
4. Click Update.

The specialist sees the updated list the next time they open the app, or when they pull down on the campaign list to refresh it.

The Fundraise Up app uses the same SSO configuration as your Dashboard. If your organization already signs in with SSO, your team signs in to the app the same way. How users sign in follows your account setting under Settings > Security:

• Optional — users can sign in with SSO or with a password.
• Required — users must sign in with SSO. A password will not work.

If you have not set up SSO yet, see Single sign-on (SSO).