Exploring Engage Giving

👤 Trainer

Kristi Salls

📄 Class Topics

Before You Begin

• Giving Funds

• Chart of Accounts

• Payment types

• Individual records

Setting Up Engage

• Engage Administrators

• User Permissions

• Engage Settings

  • Organization settings

  • Member changes

  • Groups

  • One time charge

Engage Giving

• Turning off Process Pending

• Fee Assist

• Giving Sets

• Text Giving

• Making & Managing Engage Gifts

  • As a logged in Member or as a CDM+ user

  • As a Guest

• Receiving & Processing Engage Gifts

  • Receiving Gifts from Engage

  • Processing Gifts from Engage

  • Reporting on Gifts from Engage Giving

  • Handling failed gifts and refunds

Additional Engage Settings

1. Engage Billing

2. Engage Payroll

3. Engage Event Registration

4. Engage People

📁 Related Resources