Activating DAFpay on your Engaging Networks donation forms involves three key actions:

Step 1: Visit our step-by-step guide on how to register your account with Chariot for more information.

Step 1: In your Chariot portal, navigate to the "Integrations" tab on the left side menu, search for the "Engaging Networks" tile, and click the "Activate" to get started.

Step 2: After clicking "Activate," a popup will appear asking you to add your billing method. Due to the unique nature of DAF donations, Chariot sends invoices for any processing fees (2.9% per DAFpay transaction) to you at the end of each month. If your organization did not receive any gifts via DAFpay in a given month, you will not be invoiced for that month.

When you set up a billing method (either credit card or bank) within your Chariot dashboard, any balance you owe will be automatically paid at the end of each month.

If your organization has not yet added a billing method within your dashboard, invoices will be sent to the email address associated with your Chariot account at the end of each month.

Step 1: Login to your Engaging Networks account. Go to "Account Settings," and click on "Gateways" in the left-hand sidebar.

Step 2: Click "New Payment Gateway." Under "Select Gateway," choose "Chariot Gateway".

Step 3: Head to your nonprofit's donation page. Open "Settings." Navigate to "Donation Settings" in the left-hand sidebar.

Step 4: Click on "I would like to add another merchant account or add support for digital wallets".

Step 5: Click on "Chariot" and save your changes.

Step 6: Navigate to your nonprofit's payment page. Click on "Forms," and add "Form Block".

Step 7: In form block, click "Enable digital wallet buttons" and save.

DAFpay will now appear on your payment screen alongside any other methods of payment you've previously enabled.

The ideal way to present the DAFpay payment option is to feature it as a distinct, standalone choice. Here's an example:

When your organization receives a donation via DAFpay, you will receive an email notification from Engaging Networks. Visit our step-by-step guide on managing DAF gifts in your chariot portal for more information.

To manage donations in your Engaging Networks portal, navigate to your supporter lookup. A donor's gift through DAFpay will appear as one of their "Single Donations".

Here's how a user's donation through DAFpay will appear:

The last 10 digits of the gift's "Transaction ID" will match its "Tracking ID". When you receive your DAF payment, you can use the Tracking ID (which will be listed in the grant note) to verify the gift's donor.

After you receive the payment, you can manually change the status of the donation from "pending" to "success".

Initially, when you export the data to a Microsoft Excel file, it will show a line with the status "pending." After updating the status to "success" in your Engaging Networks portal, the next export will include an additional line marked "success," and the original line will be updated to reflect this change.

Go to the "Integrations" tab to see where your organization has an active DAFpay button.