This article provides steps for staff to set up a managed account, add a managed gift and a payment method for Online Giving for a Donor who requests it.
Managed Accounts must be set up (enabled) at the organization setting level for the button to be visible to add a Managed Account when a donor would like the church to manage the account and possibly any correspondence. It is a requirement to set up a Managed Gift and a Payment Method when adding a Managed Account.
Steps to Add a Managed Account:
1. From Giving go to the Accounts page.
2. On the Recent Account Activity card click on Add Managed Account.
Enter the first and last name. The system warns the user if it recognizes the name as being used on an existing account to help avoid creating a duplicate account. Click here for more information and to see the warning.
The default email address pre-populates. It can be changed to a personal email address, but preferably not one already in use. An email address associated with another Managed Account cannot be used. The system provides warnings for both instances. Click here for more information and to see the warnings.
Enter the phone number.
Enter the address. A warning from the system is provided if the address is recognized from another account. Click here for more information and to see the warnings.
Enter the envelope number and the external ID; an identifier from another system. (The external ID input only shows on the form if it is enabled in settings.)
A warning from the system is provided if the envelope or the external ID are recognized from another account to avoid creating a duplicate account. Click here for more information and to see the warnings.
Set the communication preference. The opt in for a gift reminder email sends the reminder to the designated email.
Select the fund name, gift amount, gift type (One Time or Recurring), frequency (Weekly, Bi-Weekly, Monthly, Quarterly or Twice Yearly) and gift date.
Note*If Gift Notes are enabled for a Fund, a text box is viewable underneath Gift Date that allows the user to enter a note for the gift.
Select the payment type. It is dependent on the original fund payment method and will determine the provided selections for the payment method.
If Credit Card is selected, the name on a credit card will auto populate. Enter the card number, expiration month and year. Otherwise, select Checking or Savings and enter bank account information.
Check Donate an extra 3% to offset processing fees. The option to “Donate an extra 3% to offset processing fees” is dependent on the Credit Card Offset settings. This option is not viewable unless enabled at the organization level. The user can choose to enable it per fund and select a different percentage, or a flat fee. This option only appears for credit card payment methods.
Note that all information entered is populated on a summary card on the screen that can be viewed while completing the form.
Click Add to process. A gift created with a start date of “today” will process immediately upon clicking the Add button. A gift with a start date in the future will process when scheduled.
Note* Visual steps are best viewed at full screen. Click Esc on your keyboard when you are finished viewing.