Engage Giving and Online Payment Processing

🗓️ Times / Location

Thursday, Sep 24 | 9:45 - 11:00

Ballroom C

👤 Trainer

Jennifer Nelson

📄 Class Topics

Engage Giving

• Engage URL

• Memo

• Staff Notifications

• Fee Assist

• Guest Gifts

How to Create a Giving Set

• Naming the set

• Customizing your URL

• Ways to publish your link

• Adding Funds

• Enabling Recurring Payments

• Allowed Payment Methods

• Customizing the look and feel of your link

How to Give through Engage

• New Members

• Give as a Guest

• Make a Donation

  • Give Anonymously

• How to give by signing in

  • Manage Recurring Donations

  • See online statements

  • Update payment method

Administering CDM+ Engage Giving (Giving Unit Records)

• Scheduled Gifts

• New Gifts

• Payment Methods

• Recent Gifts

Online Payment Processing

Permissions

Setting Up Accounts for Income and Fees

• Giving Funds

• Event Records

• Billing

Process Pending Contributions

• Add

• Create from Process Pending Contributions

Event Registration Payments

• Payments made for events will automatically show up under the Payment tab for that Registrant. You’ll see the source listed as Engage.

Deposit Processing

• Mark for Processing

• Red Dots

• Post

• Toggle Already Marked for Processing Button

History

• Print

• Show Records

• Unprocessed

Online Deposits

Payment Administration

• Search Transactions

  • Details

  • Scheduled Gift

  • Issuing a Refund

How to see Expiring Cards

One Time Charge

Bonus Material

• Transaction Custom Listing Report

• Text to Give

📁 Related Resources