ChangeUp
News & UpdatesCompany
  • ChangeUp DMS
    • Platform Overview
      • Setup a ChangeUp DMS account
    • Implementation Overview
    • Widget Setup
      • Create a widget
      • Configure Donate-at-Checkout
      • Install widget
      • Implement the post-checkout webhook
      • Test and Live Environments
      • Deactivating a widget
      • Promoting a widget
      • Checkout Preview
    • Reporting
      • Viewing Reports
      • Download Data
      • Embed Reports
      • Using Report Filters
      • Canceling a Transaction
      • View transactions details
    • Donation Invoicing
  • Account Settings
    • Edit Company
    • Manage Users
      • Invite Users
      • Two-factor Authentication
      • Reset MFA
      • Forgot Password
      • Invite users to my account
      • Resending a user invitation
      • Deleting a user
    • View Activity Logs
    • API Key
    • Billing Information
    • Create API Keys
  • RESOURCES
    • APIs
    • Security Practices
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On this page
  • 01 Charities
  • Activate Charity Descriptions
  • 02 Manage Donation
  • Who Makes the Donation?
  • What's the Donation Format?
  • Display Settings
  • Text Settings
  • 03 Supersize
  1. ChangeUp DMS
  2. Widget Setup

Configure Donate-at-Checkout

PreviousCreate a widgetNextInstall widget

Last updated 1 year ago

With the widget created, the settings sections are broken down into:

01 Charities

Search for charities, and choose up to three to display in the widget.

Search by name or EIN to find the organization you're looking for. In some cases, there will be multiple entries for the same charity (this is usually because there are different locations of the same organization) so be sure to know the city/town or country, as those will be revealed in the autocomplete menu.

Activate Charity Descriptions

Inform payers about the causes being supported by exposing short charity descriptions that pop up in a modal when the charity logos are clicked upon.

02 Manage Donation

Who makes the donation (merchant or customer, or merchant matching customer), donation format (RoundUp, percentage, or fixed amount), text settings, and display settings.

Who Makes the Donation?

Define who will be funding the donation presented in the widget:

Customer: The customer donates, either RoundUp, Fixed Amount, or Percent. The amount is auto-calculated based on the shopping cart total and displayed in the widget.

Customer + Merchant Matching: If the customer elects to donate, then the Merchant matches the donation.

Merchant: The donation is made by the Merchant. An example of this may be "1% of sales" for a specific campaign or time of year (Pride, Black History Month, Breast Cancer, Women's Empowerment, etc.).

What's the Donation Format?

Define what type of donation is going to be presented in the widget:

RoundUp: Amount is calculated based on the cart's total, after shipping and taxes.

Fixed Amount: A predefined amount to charge as a donation. $1.00, $0.50, $3.00, etc.

Percentage of Sale: Calculates the percentage before shipping and taxes. Focused on the percentage of purchased products, for instance: 1%, 0.5%, 3%, etc.

Display Settings

Options that affect the layout and whether charity logos are displayed. ChangeUp recommends displaying charity logos for a more engaging user experience.

Show charity logos at checkout: Enable or hide charity logos in the widget.

Opt-in checkbox placement: There are two options for this setting. With heading, or with description:

Text Settings

Customize the text in the widget being created. The Donation/Format settings above have default text that suits the context. Edit the text at any time to publish to your widget. The Reset button reverts the text to the system defaults.

03 Supersize

Configure an optional amount to add to a donation, for instance, either $1, $5, or $10.

Supersize: On or Off. Hides or shows the Supersize option in the widget

Select Amount Options: Choose amounts to be presented in the widget

Customize Text: Optional; edit the Supersize headline in a way that matches the brand; "Would you like to increase your donation?", "Add to your donation?"

Widget configuration API docs
Choose the charity or charities to support
Manage the donation format and who is giving
Supersize options
Charity search autocomplete menu
Charity search with component preview on right.
Manage the donation configuration.
Selection controls for who is making the donation.
Selection controls for what the donation format is.
Opt-in with Description
Opt-in with Heading
The blue item is a dynamic element that shows a calculated value.
Supersize feature activated in the preview window.