DirectDonate Donate by Phone
We now have a simple, cost effective integration for receiving credit card donations by phone directly to the campaign page. This integration is managed entirely through your CauseMatch Customer Success Manager.
Cost: $150 setup + 1% of telephone donations
Currently supported financial processors: Cardknox (Sola) and Banquest.
Please note that the phone processor does NOT have to be the same as the page processor.
Supported Languages: English and Hebrew
Important notes about phone donations:
We do not receive any information about the donor other than their phone number, which will be in the internal notes of the campaign, NOT under the Phone field.
Since we don’t receive personal or email details, the donor will not receive a tax receipt.
Phone donations can go through ambassadors, but cannot use perks.
Ambassadors are identified in the phone system by their layer ID. There is a merge tag {{PERSONAL_PHONE_ID}} to send this ID to the ambassadors. Particularly if they use a personalized slug on their ambassador link, it is important to send this and the donation phone number(s) to all of the ambassadors.
Setup
Managed by CSMs.
DirectDonate team need 72-48 hrs notice - notice the 72 first 😉 - It is VERY difficult to setup the day of or even when the campaign is already live. So please let the customers know.
Very important - Please make 2 test transactions one using the general campaign and the other using a team ID. It must be a full transaction using a real credit card.
To set up a campaign please provide the following:
Phone number(s): Where you want a phone number from (US, Canada etc.) Can be different per currency and language.
What language(s) you want and in what order. Currently the only languages supported are English and Hebrew. You can also choose just one language.
Customer service numbers . Please keep in mind, if you have more than one customer-service number you must choose either call screening or an extension to dial (not both) . For example: the platform will not automatically dial an ext, and then screen the call.
Payment processor and their API key.
CauseMatch CampaignID
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