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Setting Up TakeCharge

Thanks for trying out TakeCharge!

To get started go takecharge.io and choose "Get Started". 

Enter your organization's name, your email, and choose a password. Once you've entered the relevant information, you'll receive an email that will allow you to confirm your account. 

After creating your TakeCharge account, connect your account to Stripe, which we use to process credit card payments.

To create a Stripe account, you'll need to enter basic information about your organization including your organization's address, banking details, etc.

If your organization already has a Stripe account, log in using your Stripe credentials and click to connect the two accounts.

After you've linked your Stripe and TakeCharge accounts, you can choose default widget settings from your TakeCharge dashboard. To access the settings page, return to TakeCharge and click "settings" from the dropdown menu.

On this page you can set default settings for your organization, including the default currency, thank you message, and contact email  used if your supporters have questions about their donations). If you'd like to redirect users to another page after they complete their donation, you can do so by entering the URL into the "Redirect to" field.

The seed amount and percentage values determine the donation options that are displayed on the widget. For example, if you want the currency amounts to read 5, 10, 15, 20, 50, and 100 dollars, you can set the seed amount to 10 and the percentage value field to "50,100,150,200,500,1000". 

 

In the CRM tab on this page you can add your organization's CRM information (for ActionKit and Blue State Digital), which will allow you to track and analyze your donations. 

Once you've finished setting up your widget, return to the dropdown menu at the top of the page and click the "Dashboard" option. This page displays the script for your donations widget as well the div you should use to make the widget appear in the appropriate place. If you're planning to collect donations on petitions hosted by ControlShift, please see this article for more information about the set up process.

Once you've begun receiving donations, you can view donation information from within the TakeCharge dashboard by choosing "Donations" from the dropdown menu. 

This page will give you an overview of the activity on your account, including the number of donations per day over the preceding week, the amount and currency of each donation, the email address provided by the donator, and the namespaces and tags that have been added to the donation. (For TakeCharge, namespaces are like categories for tags – they are more general than the tags. So while agra-member is a namespace, the tags included in the namespace will include the member's unique ID).

For organizations using TakeCharge on their ControlShift instance, the donations will automatically be tagged with the name of the petition that the donation originated from and the member id of the person who donated. By clicking into the tag, you can filter to see all donations made on a particular petition or made by an individual member.

To use TakeCharge tags outside of ControlShift, you have two options:

  • You can tag donations by appending a tag to the URL of the page that's hosting the donation widget. For example, if the TakeCharge widget is hosted on https://mynonprofit.org/donations, you can add a donation tag using a URL like: https://mynonprofit.org/donations?tags=foo.

  • You can also include a tag in the widget's script code. If your default script looks like this: 
    <script src="https://dlf54o5v49n9c.cloudfront.net/" id="donation-script" data-org="csl" data-seedamount="5" data-seedvalues="100,200,300,500,800,2000,5000" data-tags="" data-seedcurrency="USD">
    //<![CDATA[//]]>
    </script>
      
    then you can add a tag by inserting tags="foo" to the script code. For example:
    <script src="https://dlf54o5v49n9c.cloudfront.net/" id="donation-script" data-org="csl" data-seedamount="5" data-seedvalues="100,200,300,500,800,2000,5000" data-tags="" data-seedcurrency="USD" tag="foo">
    //<![CDATA[//]]>
    </script>
  • The tags field allows for comma separated lists, so if you want donations to be tagged with multiple tags, you can use something like: tags="foo,bar,foobar"

  • Using the URL option allows you to send supporters to the same donation page, but track different tags for different users or different appeals. Using the script code option allows for more reliable tracking, as the tag can't be dropped from the URL or otherwise garbled.

To view the full details of the donation, click the amount.

 

To export information about all donations, click the "Download CSV" option.

If at any time you'd like to invite another user to your TakeCharge dashboard, you can do so by going choosing "Users" from the dropdown menu at the top of the page. 

If you have any questions about TakeCharge, send us a support email to support@takecharge.io.

If you'd like to connect your TakeCharge account to your ControlShift instance, which will allow you to collect donations on petitions, please see our related tutorial.

 

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