Note: This facility is dependent on your payment gateway.
Fundraising Accelerator includes specific capabilities to speed up the processing of subsequent donation transactions by using credit card details which were previously saved in your payment gateway. This means once the supporter has made a gift to you using their credit card, you may be able to process subsequent gifts against same credit card without having to ask for and re-key those credit card details. This saves a lot of time and energy while you have the supporter on the phone and is entirely secure as the credit card details are stored in a tokenized form by the payment gateway, and not on your Salesforce system.
Note that this will only work on subsequent credit card transactions for an existing client.
Let’s say that the client from the previous example returns or phones up again and wants to make another gift, this time for $500, using the same credit card that used previously.
We locate the supporter’s Account or Contact record and open it. Then, click on the Quick Donate button.
We established the correct field for the opportunity type, amount etc. and skip through to the Process Type of Via Pronto Payments and a Payment Type of Credit Card.
Now, click on the Search Button to the right of the Payment Source window.
This will open a look up table showing any existing credit card tokens stored against that supporter. You can see that the supporter already has existing credit card details on file. For example, you might see they previously used the credit card ending with the digits 4242. You can ask them if they wish to use the same credit card details again.
To process the transaction for the supporter once you confirm with them that this is the method of payment they wish to use, click on the specific entry to select it.
You’ll see that the key code for the credit card token has been inserted into the Payment Source field.
You can now complete the rest of the transaction as you normally would. Including selecting the Process Payment Now checkbox.
The payment will be processed immediately once you save the transaction as you normally would. The only difference is that you have not had to re-key the credit card details.