A Quick Checklist to Setup Your New Digital Giving

Welcome to your new giving account! This checklist will help you become familiar with your manager portal, giving settings, and be ready to launch digital giving to your church, ministry, or organization!

#1. Start Here!

This video will provide an overview of your manager portal with helpful tips for navigation and primary account settings.


#2: Have you claimed your personal URL and tested your website link?  

  1. Click the gear icon in the top right corner of your dashboard
  2. Choose the Settings card
  3. Click Edit Your Portal 
  4. Click the Edit button to the right of the Portal Address Field 
  5. Type your personalized portion in the box and Save Changes 
  6. Verify your website is linked to that URL (if you prefer to embed your Giving Form directly into your webpage, check out #4 on this list!) 
  7. For more information, go to this article: Add the Giving Portal to Your Website

#3: Add your Text Giving Number

Adding a Text Giving Number to your new account is fast and easy! This video guide will show you how.

Giving by text is a great way to engage your congregation in digital giving. Simply text the word GIVE, or the desired dollar amount to your church’s Giving Number.

If it’s your first time, you’ll be prompted to register before completing your gift.

If you’ve given before, you can give immediately without having to re-enter any of your information.

**Step 10 includes several FREE downloadable templates and videos to help givers see exactly how easy, safe and secure text giving is!**


#4: Create Funds and Keywords for designated giving 

  1. Click the gear icon in the top right corner of your dashboard
  2. Choose the Fund Management card
  3. Select the Action button 
  4. Choose Edit from the dropdown menu
  5. Add your keyword (must be one word, no spaces) 
  6. Note! Text Command Reset will now be Edit and Fund will now be Keyword 

    **To learn more about adding a Note or Memo field to a specific fund, click here.**

Watch a video guide here!


#5: Check your Give Now Form to verify the funds you want visible to donors are checked.

  1. Click Forms in the left navigation bar 
  2. Choose the Give Now Form 
  3. Click the gear next to My Donation
  4. Select Fund Items from the field properties
  5. Check or uncheck boxes of funds you want displaying 
    1. Change the order of funds by clicking on the double dotted lines and dragging them to your preferred order 
    2. Click OK 
    3. Click Save Changes (bottom right corner) 
    4. Choose Publish 

#6: Prefer to embed your Giving Form directly into your website, so it doesn’t look like donors are leaving your page to make their gift? 

  1. Click Forms in the left navigation bar 
  2. Choose the Give Now Form 
  3. Click Form Properties at the bottom of the screen 
  4. On the General Info Tab scroll down and click Copy Embed Code button 
  5. Provide this code to your website admin 
  6. Learn more with this help article

#7: Want to provide the option for your donors to increase their gift to offset the transaction fee? 

  1. Click Forms in the left navigation bar 
  2. Choose the Give Now Form 
  3. Click Form Properties at the bottom of the screen 
  4. Click the Payment tab  
  5. Check the box next to Enable Convenience Fee
  6. Choose a Percentage or Flat Dollar amount. 
  7. Choose the account to which the Convenience Fee should be attributed. 
    1. Click OK 
    2. Click Save Changes (bottom right corner) 
    3. Choose Publish 

Watch a video guide here!


#8: Add additional Managers for Account Access

  1. Click the gear icon in the top right corner of your dashboard
  2. Choose the Managers card
  3. Click the Add Manager button
  4. Create a new Manager and make permission selections based on his or her role.

Watch a video guide here!


#9: Customize Email Templates and Gift Confirmations

  1. Click the gear icon in the right corner of your dashboard
  2. Choose the Email Template card
  3. Customize messages to your givers for each of the templates in the drop down menu.

Watch a video guide here!


#10: Prepare to Launch!!

  1. Prepare your leadership team to test and launch digital giving to your congregation and givers.
  2. Watch this short video series for helpful tips and communicate guides.
  3. Download and customize FREE launch resources for clear communication on your website, social media channels, e-blasts, stage announcements, and bulletin inserts.
  4. Utilize these helpful How-To videos demonstrating how to give online, through text giving, or on the MinistryOne mobile app.