Platform Overview
ChangeUp’s Donation Management System (DMS) is a robust suite of donation tools used by merchants, platforms, and banks, all accessible via app.changeup.com or the ChangeUp APIs.
Last updated
ChangeUp’s Donation Management System (DMS) is a robust suite of donation tools used by merchants, platforms, and banks, all accessible via app.changeup.com or the ChangeUp APIs.
Last updated
ChangeUp DMS is a streamlined solution that empowers customers or payers to add a donation to their payment with a single click. It is built in compliance with SOC 2 Type II, PCI-SAQ A, US Data Privacy Policy, and GDPR standards.
DMS is fully configurable by its users (brand partners, store owners, service providers, etc.), and since the architecture is an API-first approach, much of the functionality is available via the ChangeUp APIs, which assist partners in building applications using ChangeUp as the backbone.
Whiteglove API Partner Accounts accommodate Child accounts at the widget level to meet a variety of organizational structures. For instance, using the API, a Partner can enable complete control of the donation settings to a Franchise and the Franchisees for their donation management and reporting. The donation widgets have widgetName, id, and metadata settings. For reporting purposes, donation transactions relate to a widget ID. Whiteglove API Partners use these identifiers to organize the donation widgets within the partner's application environment. This method gives our partners independent control over their systems' structure and allows for flexible integration.
The system offers the following functionalities:
Widgets: Customizable front-end modules that capture donations. Multiple donate-at-checkout widgets can be created depending on what the system or giving campaign requires.
Widget Settings: Each widget has its attributes, design, and functionality. Settings manage the configuration and provide embeddable code snippets. Users can select which charities are presented to customers/payers at checkout, how the donation amount is calculated (RoundUp, percentage of payment, or fixed amount), whether the merchants/brands match the donation, and much more.
Integration: The code and instructions required to integrate ChangeUp widgets into your application and report donation transactions to ChangeUp.
Analytics: Widget-specific dashboards provide reports on donation data.
Authentication and Account Management: Manage users/multi-factor authentication, organization profile, and view activity logs.
