How Do I Get WePay To Work From Crowdrise

Introduction

Welcome to the world of online fundraising! If you are using Crowdrise as your preferred platform for raising money for your cause, you may be wondering how to integrate WePay to handle your online payments seamlessly. In this article, we will guide you through the process of getting WePay to work from Crowdrise, ensuring that your donors have a smooth and secure experience when making their contributions.

Raising funds for a meaningful cause requires a reliable and user-friendly payment gateway. WePay is a popular choice among charities and individuals for its simplicity and robust security features. By integrating WePay into your Crowdrise campaign, you can start accepting donations online quickly and efficiently.

Whether you’re a first-time user of WePay or have some experience with the platform, this step-by-step guide will walk you through the process and help you get your WePay account up and running with Crowdrise.

From setting up your WePay account to customizing your payment options and testing the integration, we’ve got you covered. So, let’s dive in and learn how to make WePay work seamlessly with your Crowdrise campaign!

Step 1: Set Up Your WePay Account

The first step in getting WePay to work from Crowdrise is to create your WePay account. Follow these simple steps to get started:

1. Go to the WePay website and click on the “Sign Up” button.
2. Select the account type that best suits your needs – either an individual or an organization account.
3. Fill in the required information, including your name, email address, and password. If you’re setting up an organization account, you may need to provide additional details such as your organization’s name and tax ID number.
4. Agree to the terms of service and privacy policy, and then click on the “Sign Up” button.
5. Verify your email address by clicking on the verification link sent to your registered email account.
6. Once your email is verified, you’ll be prompted to provide additional information, such as your address and bank account details, to enable fund transfers.
7. Review the information you’ve provided and make any necessary changes before finalizing your account setup.

Once your WePay account is set up, you will be ready to integrate it with your Crowdrise campaign and start accepting donations. But before that, make sure to link your Crowdrise account with your newly created WePay account.

Note: It’s important to ensure that all the information you provide during the account setup process is accurate and up to date. This will help prevent any issues with fund transfers and compliance with the payment processor’s policies.

Step 2: Connect WePay to Your Crowdrise Campaign

Now that your WePay account is set up, it’s time to connect it to your Crowdrise campaign. Follow these steps to seamlessly integrate WePay with Crowdrise:

1. Login to your Crowdrise account using your credentials.
2. Go to your campaign dashboard and navigate to the “Settings” or “Payment” section.
3. Look for the option to connect or link your payment processor and select WePay.
4. Click on the “Connect” or “Link” button to initiate the integration process.
5. You may be redirected to the WePay website, where you will need to grant permission for Crowdrise to access your WePay account.
6. Follow the prompts and provide any additional information that may be required to complete the integration.
7. Once the integration is complete, you will receive a confirmation message and your WePay account will be linked to your Crowdrise campaign.

It’s important to ensure that you have provided accurate details during the integration process. Double-check that your WePay account is properly linked to your Crowdrise campaign to avoid any disruptions in the donation process.

By connecting WePay to your Crowdrise campaign, you can provide your donors with a secure and convenient payment method for making contributions. This integration enables seamless transfer of funds from WePay to your designated bank account, ensuring a hassle-free experience for both you and your supporters.

Step 3: Customize Your WePay Payment Options

Once you have successfully connected WePay to your Crowdrise campaign, it’s time to customize your payment options. This step allows you to tailor the donation experience according to your specific requirements. Follow these steps to customize your WePay payment options:

1. Log in to your WePay account using your credentials.
2. Navigate to the settings or preferences section, where you can access the customization options.
3. Choose the currency in which you want to receive donations. WePay supports multiple currencies, allowing donors from various countries to contribute easily.
4. Customize the donation amounts by setting predefined options or allowing donors to enter a custom amount.
5. Enable or disable recurring donations based on your fundraising needs. Recurring donations can provide a steady stream of support for your cause.
6. Personalize the donation page by adding your organization’s logo and branding elements, creating a consistent and professional look.
7. Consider enabling the option for donors to cover the processing fees. Some donors may be willing to cover these fees, helping maximize the impact of their donation.
8. Review and save your customized payment options. Take the time to double-check everything to ensure accuracy.

Customizing your WePay payment options allows you to create a seamless and professional donation experience for your supporters. The ability to personalize your donation page not only enhances the credibility of your campaign but also instills trust in potential donors.

Keep in mind that the customization options may vary slightly depending on the specific features offered by WePay. However, the general steps outlined above should help you navigate the customization process effectively.

Step 4: Test and Confirm WePay Integration

After customizing your WePay payment options, it is crucial to test the integration to ensure that everything is working smoothly. Follow these steps to test and confirm the WePay integration:

1. Visit your Crowdrise donation page and go through the donation process as if you were a donor.
2. Select a test amount, enter relevant information, and proceed to the payment step.
3. Choose the WePay payment option and complete the transaction using a test credit card or other provided test payment details.
4. Verify that the transaction goes through successfully and you receive a confirmation message for the test donation.
5. Log in to your WePay account and navigate to the transaction or payment history section.
6. Ensure that the test donation is recorded in your WePay account and the funds are reflected correctly.
7. If the test donation appears properly in your WePay account, congratulations! Your WePay integration is successfully functioning.

Testing the WePay integration is essential to identify any issues or glitches before actual donations start pouring in. It allows you to have peace of mind and confirms that your donors will have a seamless experience when they contribute to your cause.

If you encounter any issues during the testing process, reach out to the customer support teams of both Crowdrise and WePay for assistance. They will be able to guide you through any troubleshooting steps necessary to resolve the issue.

Once you have tested and confirmed the WePay integration, you can now proceed with your fundraising efforts, knowing that your payment processing system is working efficiently and reliably.

Conclusion

Congratulations! You have successfully learned how to get WePay to work from Crowdrise. By following the step-by-step guide in this article, you have set up your WePay account, connected it to your Crowdrise campaign, customized the payment options, and tested the integration.

Integrating WePay with Crowdrise allows you to provide a secure and convenient payment method for your donors, making it easier for them to support your cause. With WePay’s robust features and Crowdrise’s user-friendly platform, you can confidently accept online donations and raise funds effectively.

Remember, when setting up your WePay account, ensure that you provide accurate information and comply with all requirements. This will help prevent any issues with fund transfers and ensure a smooth donation process.

Furthermore, customizing your WePay payment options allows you to personalize the donation experience for your supporters. By adding your organization’s branding and enabling flexible donation amounts, you can create a professional and trustworthy image for your campaign.

Lastly, it is essential to test and confirm the WePay integration before launching your fundraising efforts. This helps identify any potential issues and ensures that your payment processing system is functioning seamlessly.

Now that you are equipped with the knowledge and steps to integrate WePay with Crowdrise, it’s time to start fundraising for your cause. Utilize these powerful tools and make a meaningful impact in your community!