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EveryAction  ·  8 Mins  ·  For: Users

Collecting Contributions with Ease

This course covers adding designations to reflect your financials processing needs, establishing gateways for contributions processing, and establishing connections on contributions forms.

Audience: Site Administrators and Digital Users

This webinar is about setting up payment gateways and designations in EveryAction to collect contributions.


The webinar covers the introduction to designations, which represent financial entities in EveryAction. It explains that organizations may need multiple designations, such as a 501(c)(4) lobbying arm and a 501(c)(3) nonprofit arm, to keep contributions separate. The webinar also introduces payment gateways, which establish the processing pathways for contributions. It discusses the different types of payment gateways available, including Bonterra Payments, Paragon, and Stripe/Apple Pay, and the steps required to set up each gateway.


The webinar delves into the details of setting up specific payment gateways, such as PayPal and Stripe. It outlines the necessary steps, including creating a business account, obtaining an access token, and connecting the gateway to EveryAction. The webinar also emphasizes the importance of verifying the domain for Apple Pay integration to meet fraud prevention requirements. Additionally, the webinar covers the management of payment gateways, including the ability to view connected forms and recurring commitments, as well as instructions for changing or deactivating the gateways if necessary.

Collecting Contributions with Ease Presentation Slides

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