Step 1: Navigate to the ‘Create a Campaign’ page. From the dashboard, click ‘Create a Campaign’.
Step 2: Select ‘CREATE A WEB LINK’ and continue.
Step 3: Fill in the fields to create your campaign.
Reference Number: Create a reference number of your choosing to track payments made to this link.
Image Gallery: Add multiple images that can be used in your requests. To fill the image box, use a 16:9 aspect ratio. Images can be cropped directly from the Image Gallery.
Listing Expiration Date: Set the date that your payment link becomes invalid.
Message: This typically shows on your social media page and is accompanied by your payment link.
Images: Include an image in your campaign. Learn how to upload an image below.
Product/Donation/Service Name: Specify the name of the product, donation or service you are taking payment for.
Fixed Amount: Selecting ‘Yes’ allows you to specify the amount you would like to accept from customers or donors. Selecting ‘No’ will allow your customer to specify their own amount.
ApplePay & Google Pay: If Apple Pay and/or Google Pay are enabled on your account, select ‘Yes’ to make this an available payment option.
Category: On the payment page, this will display whether your campaign is for a product, donation or a service. Click here to learn how to create an auction listing.
Price: When a fixed amount is set, this will set the price of your item, service, or donation.
Use Target Amount? [donations only]: When a target amount is set, this amount will display on the campaign page along with a progress bar showing the total amount raised.
Make Donors Visible?: (Donations only) When donors are visible,
Description: Displays on your payment page under the Product/Donation/Service Name.
Additional Info Fields: Add a text field for additional information (e.g. “Terms and Conditions”).
Additional Textbox Fields: Add a field allowing your customer to provide text input (e.g., special delivery instructions).
Additional Dropdown Fields: Add a field allowing your customer to pick an option from a dropdown box (e.g. T-shirt size).
Add custom fields to your Campaign payment page.
Clicking the plus sign (+) beside Additional Info Field(s) adds an additional info box. This does text does not change and does not allow customer input. For example; Instructions. To add an additional Info field, click the plus sign (+) again.
Clicking the plus sign (+) beside Additional Textbox Field(s) adds a custom text box which your customer or donor can fill in. Type in the textbox field a sample of how the information will be displayed. For example; Name: First and Last Name. To add an additional Textbox field, click the plus sign (+) again. You may make the information optional or required. Choose if you want to make the information optional or required.
Clicking the plus sign (+) beside Additional Dropdown Field(s) adds a Dropdown header category. Type in a list of words, each separated by a comma with spaces, to appear in the dropdown box. For example, Size: Small,Medium,Large. Choose if you want to make the information optional or required.
Step 4: Fill in the additional settings.
Phone Number to use: If you have a custom phone number, you can select this here.
Send MMS Receipt: Selecting “Yes” will send a receipt to your customer or donor in your choice of .pdf, .jpg, or .png file format.
Donor or Sponsor Information: Choose wether or not to display Donor or Sponsor Information on the Payment Landing Page
Tax Profile: If you wish to use a Tax profile, select the Tax Profile you previously created.
Shipping Information: Selecting “Yes” will require the following information from your customer: phone number, name, country, street address, and zip code.
Attach receipt on email: (If email was selected for the payment request) Selecting “Yes” will attach the receipt to the email.
Non 3D payment: Some users will have their payments processed on a 3-D secure payment channel and have the option to process a non 3-D secure payment. When the option is toggled ‘No’, payments will be processed with 3-D secure. Toggling ‘Yes’ will disable 3-D secure for payments made on this payment page.
Step 5: Confirmation
Review the details of your payment request. When ready, click ‘Submit’.