Set up Tap to Donate

Fundraise Up uses Stripe to process payments. For in-person transactions, Stripe requires a registered physical location — called a Terminal Location — to verify where transactions originate and route payments correctly. Before Tap to Donate can go live on your account, you need to create a Terminal Location in the Stripe Dashboard and share it with Fundraise Up.

You need Stripe admin access to complete this step. If someone else on your team manages your Stripe account, share these instructions with them.

1. Log in to your Stripe account.
2. Go to Terminal > Locations in the Stripe Dashboard.
3. Click Create Location.
4. Enter your organization's name and office address.
5. Click into the new location and copy the Location ID — it looks something like tml_Hk3Nqp7sXeZ2mYv.

Send the Location ID to your Customer Success Manager or to Fundraise Up support at support@fundraiseup.com. The Fundraise Up team will activate Tap to Donate on your account.

Tap to Donate uses the same campaigns you use for online giving — no separate setup required. Any active campaign in your Dashboard can be made available for collecting in-person donations through the app, as long as it meets the following conditions.

Go to Campaigns and check each campaign you want to use with Tap to Donate:

• The campaign is not disabled. A disabled campaign has the word Disabled next to its name.
• Crypto is not enabled. Check under Campaigns > [Your campaign] > Payment methods: Default payment method must be set to Money-based and the Enable cryptocurrency payments checkbox must be unchecked.
• Mailing address is not set to required. Check under Campaigns > [Your campaign] > Settings > Supporter > Ask for mailing address: the Make it required checkbox must be unchecked.
• Phone number is not set to required. Check it under Campaigns > [Your campaign] > Settings > Supporter > Ask for phone number: the Make it required checkbox must be unchecked.
• No Questions are set to required. Check under Campaigns > [Your campaign] > Settings > Questions: if any question shows a Required tag, remove it from the campaign using the three-dot menu.

If any of these conditions are not met, the campaign will not appear in the app.

We recommend creating a dedicated campaign for in-person fundraising. See Campaign setup for instructions on how to create and configure a campaign.

Four roles can collect donations in person through the Fundraise Up mobile app: Organization Administrator, Campaign Administrator, Configuration Manager, and Tap to Donate Specialist. The Tap to Donate Specialist role is dedicated to staff or volunteers who only need to accept donations on-site — it carries no Dashboard permissions beyond personal profile settings.

Only Organization Administrators can add Tap to Donate Specialists.

When you invite a Tap to Donate Specialist, you also choose which campaigns they can access in the app — either 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 access in the app:
   • To grant access to every active 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, search the list by name or ID, and add one or more campaigns.
6. Click Send invite.

You can add a Tap to Donate Specialist without assigning any campaigns. The specialist can log in to the app but won't see any campaigns until you grant access.

You cannot assign a specialist to a campaign if it:

• Is disabled or archived.
• Has cryptocurrency enabled as a payment method.

If you don't see a campaign you expect, check whether it falls into one of these categories.

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

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

1. Go to Settings > Team.
2. Find the specialist in the list, click three-dots (…) 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, search the list and add one or more campaigns.
   • 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. They can also pull down on the campaign list in the app to refresh it.

If a campaign you've assigned is later archived or disabled, it disappears from the specialist's app automatically. If you reactivate it, it reappears — no need to reassign.