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Setting up Your Donation Interface
Updated over a month ago

About this feature: Configure your donation interface to collect donations online through MyImpactPage.com. Connect your PayPal and/or Stripe accounts, design your receipts and more.

To configure your donation interface, navigate through Configuration >> Donation Settings.

General Settings

Basic Configuration

Local Currency Settings

  1. In the “General Settings” section, select the Currency from the dropdown list (US Dollar, Canadian Dollar, British Pound, Australian Dollar, Euro (Ireland), New Zealand Dollar, or Singapore Dollar)

  2. Click on the [Save] Button

Add Charitable Tax ID

  1. In the “General Settings” section, enter the Charitable Tax ID that is associated with your registered charity (maximum of 50 characters)

  2. Click on the [Save] Button

Online Donation Settings

IMPORTANT: To set the Online Donation Settings, you must first create at least one Donation Source and Donation Type.

  1. In the “General Settings” section:

    • Select the Online Donation Source to be associated with online donations from the dropdown list

    • Select the Online Donation Type to be associated with online donations from the dropdown list

  2. Click on the [Save] button

Note: If your configuration of online donations or receipts is incomplete, you will see a red notification button at the top of the “Donation” setup pages and on your administrative home page in the “Account Information” section.


Message Settings

Donation Message Settings

  1. In the “Message Settings” section, customize the following for your donation receipts:

Donation Email: This email is automatically sent to your donors after a successful one time donation and for each successful donation from a donation subscription.

  • Default messages are available for the subject and body of the email (view by clicking on the Information icon beside the message option).

One Time Donation Custom Messages: These messages are shown on the screen, after a one time donation.

  • Donation Success Message

  • Donation Failure Message

Donation Subscription Custom Messages: This message is shown on the screen, after a donation subscription is successfully set up.


Receipt Settings

  1. In the “Receipt Settings” section, customize the following for your donation receipts:

    • Charity Name: Enter the name of your charity as it is to appear on the donation receipt (if no value is entered, the name of your organization will be used)

    • Address: Enter the address of your charity as it is to appear on the donation receipt (if no value is entered, the address of your organization will be used)

    • Receipt Prefix: Enter the prefix to apply to the number that will appear on the donation receipt (if no prefix is entered, only a receipt number will be generated)

    • Receipt Signature: You can draw or type the signature that will be displayed on a donation receipt

      • Click on the “Draw” tab to draw a signature with your mouse or with your finger on a touch screen, or

      • Click on the “Type” tab to type a signature (you can then enter the Name of the person and select the Font Face to be used from the drop-down list)

    • Signature Description: You can provide further information about the person whose signature appears above. This could include the person’s name (useful if a signature has been drawn), position, or both.

  2. Click the [Save] button


Receipt Branding Settings

Receipt Banner

Upload Receipt Banner

  1. Scroll down to the “Receipt Banner” section

  2. Click on the [Choose File] button and select your image

  3. Click the [Upload Banner] button.

  4. Your banner will be displayed in the “Current Banner” section directly above

Delete Receipt Banner

  1. Scroll down to the “Receipt Banner” section

  2. Click the [Remove Banner] button

IMPORTANT: If you remove your banner, you cannot retrieve it later through Better Impact.


Receipt Theme and Font Settings

  1. Scroll down to the “Receipt Theme” section

  2. Click on the box for the setting you would like to change

    • Font Settings: Select the option you prefer from the available dropdown menu

    • Color Settings: Colors can be selected from a palette or by entering the specific HEX code

      • You can also click the green icon to the right of each option to choose a color from your banner

        • Click on an area in the banner, and the corresponding HEX code value will be displayed for that color

        • Click [OK] to use the selected color

  3. Preview the changes at the bottom of the screen

    • To see your changes immediately, click the [Refresh] button

  4. Once you are happy with your changes, click the [Save] button at the top right corner of the Receipt Theme section. Only one theme can be saved, but it can be cleared at any time (I.e. the [Clear] button), enabling you to revert to the default settings

IMPORTANT: If you choose to clear your branding settings, you cannot retrieve them later.


Integrations

Paypal Integration

About this feature: These steps will enable you to connect your Donor Impact account with your PayPal Merchant account, enabling people to make online donations.

  1. Scroll down to the “PayPal Integration” section

  2. Click on the [Integrate with PayPal] button

  3. Click on [Start]. The PayPal login window will display.

  4. Enter your email address and country

  5. Click the [Next] button

  6. Enter your email address once again

  7. Click on [Next] if you have a PayPal ID (or click on [Sign Up] if you don’t have a PayPal ID)

  8. Enter your password

  9. Click on [Log In], if you have a PayPal ID (or click on [Sign Up] if you don’t have a PayPal ID)

  10. Read the PayPal permissions information and click on [Agree and connect] to continue

  11. Click on [Go back to…] to complete the integration (or click on the “Continue to PayPal setup” link to continue setting up your PayPal account)


Stripe Integration

  1. Scroll down to the “Stripe Integration” section

  2. Click on the [Start] button

    • Enter your email address, and click [Continue]

    • Create a password, and then click [Continue]

    • Enter a mobile/cell number to receive your confirmation code, then click [Send text]

    • Enter your verification code sent to you by text.

    • Store your emergency backup code somewhere safe, then click [Next]

    • Enter your organization’s information, then click [Continue]

    • Enter Business details, then click [Continue]

    • Enter Personal Details, then click [Continue]

    • Enter bank account information for your organization, then click [Continue]

    • Enter Customer Support Details, then click [Continue]

    • Review details, click to edit if needed, then click the [Submit] button once confirmed

  3. Once back to Donation Settings, scroll down to “Stripe Integration” section, an Account ID should be listed



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