Payments is an end-to-end online gift processing solution from Virtuous, allowing you to manage everything for your online giving in one place.
To get started with Payments, you'll need to navigate to the Giving page in Virtuous Marketing.
To access Virtuous Marketing, look for the three dots in the upper-right corner of the screen, and click to switch from Virtuous CRM to Virtuous Marketing.
Once in Marketing, look for the Giving option in the left-side menu.
There, you'll see the Payments setup screen.
Just click on "Setup Virtuous Payments" to get started.
This will bring up the setup form, where you'll be asked to provide some information about your organization and configure some of the settings for your Virtuous Giving account.
First,
you'll be asked to provide a name and description for your organization. The key piece of information will be your subdomain. This will be part of the url for your donor portal, and once entered, the subdomain cannot be changed. When your donor portal is live, your givers will be able to access it using a url that looks like this:
For your subdomain, it's best to choose a shortened version of your organization name, without spaces, all lowercase. Below that, you will need to provide a brief mission statement for your organization, and then list the complete url for your organization's main website (including the HTTP:// or HTTPS:// at the start).
For your Donor Portal theme, you can either type in the hex codes for your brand colors, or click on the color swatch to search for the correct color. Upload your logo to make the donor portal your own!
For the notification email, enter the email address for a specific team member to receive alerts regarding declined recurring transactions, payments, and other activity. Only one email address may be added. If you wish to have several team members notified, you will need to use a group distribution email address, or just set up an auto-forwarding rule in the inbox of the team member receiving the notifications. You'll also need to enter a specific sender name and sender email address for all automated emails sent via the donor portal, to make sure donors know they are coming from your organization.
You can opt to use your own custom Form Confirmation emails in place of sending general Virtuous Giving emails to your donors when they make a donation. You'll need to select an existing Form Confirmation email in order to select this option. If you haven't created any Form Confirmation emails yet, not to worry—you can leave this off for now and change it later, once giving setup is complete.
Once you've entered all of your information, that's it! You're ready to click "Save and Continue to Underwriting" so you can...save your entries and continue to the underwriting process.