Category

Credit Card Pre-Registration

You can set up your Project Website to save credit card information for your guests for up to 120 days. This can be highly useful if you want to have guest’s cards on file for a smoother, quicker Check-In at your event, or if you are tracking admissions outside of Greater Giving. It is very similar to setting up a regular Registration Page, but much simpler. See below for a step by step walkthrough of this.

Required –

 

Create a Registration Page:

  1. From the Project Home, select Manage Project Website under the Project Website
  2. Using the drop down titled Add a Page, and select a Registration, Sales and Cash Donation
  3. Click Add.
  4. Determine the Page Name, Page Visibility and Navigation Text, and the Page Layout.
    • The green question marks will have additional information about Page Visibility, Navigation Text, and Page Layout.
      save_cc_1.png
  5. Fill in the page Header Text. This is commonly used to explain what the purpose of the page is, and how saving their credit card information will be beneficial to them.
  6. Check the box for Offer to Keep Credit Card Information for Use at the Event.
    • This is critical, and absolutely required for this page to operate as we want it to.
      save_cc_2.png
  7. Check the box for Customize Receipt Emails. Enter in necessary information (the green question marks provide additional information about each field).
    • This is completely optional, but recommended.
  8. Check the box for Add a Friendly URL.
    • This is completely optional, but recommended.
  9. Click Save in the bottom right to save your page.

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