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Campaign Settings: Connecting Payment Gateway

Alwin Thomas
Updated

Stripe is an online payment processing and credit card processing platform, handling payments for companies like Shopify and Uber. They process millions of transactions per day and are a Level 1 PCI Service Provider. We recommend you connect Stripe to your Raisely campaign to easily accept donations.

You're also able to connect  PayPal to your Raisely campaign. If you do, donors will be redirected to PayPal on the final step in the donation form, where they can process their payment.

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Connecting a New Payment Gateway

Connect and Manage an Existing Payment Gateway

FAQs

Connecting a New Payment Gateway

To get started, you'll first want to have an existing Stripe or PayPal account. Payment gateways need to be connected for each campaign by following the steps below.

Connecting your Stripe Account

If you're a registered charity you may also be eligible for Stripe's non-profit pricing. You can learn more about eligibility, and how to apply here.

1
In your selected Campaign, go to Settings > Payments & Receipts
2
Under Gateway Accounts, select Connect New Account
3
A popup will appear, where you can choose between Stripe or PayPal. You'll be able to set up a separate Stripe or PayPal account after you've added the first payment gateway. Click Configure once you have selected Stripe
4
You'll be redirected to a new page, where you can connect your Stripe account. You'll want to ensure you're using the same email address that you used to create your Stripe account. If you do not see your Stripe account, click on the dropdown option next to the email address at the top of your screen where you can switch user
5
Once you've selected the correct Stripe account, click on Connect to finalise the connection
6
You'll be brought back to your Payments & Receipts setting page once the set up has been finalised

Connecting your PayPal Account

To integrate your PayPal account with Raisely, you will need a business account. When you connect PayPal, you'll be asked for your credit card details, in order for the optional Raisely Fees to be debited.
1
From your Campaign Dashboard, go to Settings > Payments & Receipts
2
Under Gateway Accounts, select Connect New Account
3
A popup will appear, where you can choose between Stripe or PayPal. You'll be able to set up a separate Stripe or PayPal account after you've added the first payment gateway. Click Configure once you have selected PayPal
4
You'll be redirected to the PayPal gateway, where you can connect your PayPal account. You'll be prompted to key in the login details for your PayPal account 
5

Select Accept and Connect and once done, return to Raisely. Your PayPal account will now be added as a Gateway Account in Raisely.

🟢 Do note, PayPal cannot be used for ticketing, payment routing, or registration payments. If your campaign requires any of these features, please connect a Stripe account instead. 

Connect and Manage an Existing Payment Gateway

Once you have connected your payment gateways for the first time, you'll be able to easily connect them on other campaigns without going through the set up steps.

Connecting the Existing Payment Account

1

From your  Campaign Dashboard, go to Settings > Payments & Receipts

2

Under  Gateway Accounts, select Add Existing Account. This needs to be a campaign that doesn't have any payment gateways connected

3

A dropdown menu will appear where you can select the existing payment accounts. Click Connect to finalise the connection

Removing an Existing Payment Account

1

From your  Campaign Dashboard, go to Settings > Payments & Receipts

2

Click on Edit next to the Payment account. Select Remove under the account label name

3

A popup will appear confirming your action. Select Remove to finalise the account removal. You can add this back later following the steps above

Managing your PayPal Account

1

From your  Campaign Dashboard, go to Settings > Payments & Receipts

2

Click on Edit next to the PayPal account 

3

You'll find the options to add an optional  Custom Identifer to all PayPal transactions, and if you are in a jurisdiction that doesn't allow donations with PayPal, you can switch Send as Payment on

FAQs

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# Can I connect multiple Stripe Accounts?

You certainly can! This allows you to set up Payment Routing for your campaigns.

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# How do I receive the funds from my donations?

Whenever you raise money through Raisely, all of your donations go directly to your payment gateway. We never hold them in our account, or in escrow. 
Both Stripe and PayPal will card and settle card payments for you, then deposit them into your bank account. You only need a regular business account to accept these donations, you do not need a merchant bank account.

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# Does turning off my payment gateway pause all recurring donations?

Turning off your payment gateway does not pause the processing of your regular donations. You can refer to our help article on Managing Regular Givers on how you can do this individually for each regular donor. Or you can reach out to our support team if you need help to update your regular donors' payment status in bulk.

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