Similar to processing fees on the contribution portal, you may now offer that same capability on the ShalomCloud shopping cart.
Processing Fees Setup for Shalom Cloud Shopping Cart
Overview
This procedure outlines the steps to configure processing fees for credit card and ACH transactions in the Shalom Cloud shopping cart.
Key Steps
1. Access Processing Fees Configuration 0:25
- Navigate to the configuration section of the Shalom Cloud shopping cart.
- Select ‘Processing Fees’ to access the fee settings.
2. Set Transaction Fees 0:44
- Specify the percentage for card transactions (e.g., 3%).
- Specify the percentage for ACH transactions (e.g., 1%).
- Note: Most congregations set ACH fees to 0% to encourage usage.
3. Configure Fee Options 1:07
- Decide if the fee will be mandatory (set to true or false).
- Customize the verbiage for the fee prompt (e.g., ‘Please consider including…’).
4. Define User Response Options 1:19
- Set the phrases for user responses (e.g., ‘Yes, I’d be happy to’ or ‘Sorry, no, cannot cooperate’).
5. Select Financial Category 1:39
- Choose the financial category where the fee amount will be posted.
6. Test the Shopping Cart 1:51
- Access the shopping cart and select items (e.g., Shabbat Dinner Adult and Child).
- Proceed to checkout and observe the fee calculations based on the selected payment method.
7. Calculate Fees Based on Selection 2:29
- For card transactions, calculate 3% of the total amount.
- For ACH transactions, calculate 1% of the total amount.
8. Update Fee Settings to Mandatory (if needed) 4:25
- Edit the processing fee record to make the fee mandatory.
- Change the fee prompt to a declarative statement (e.g., ‘Please be aware that we charge a 3% processing fee for card transactions’).
9. Verify Changes in Shopping Cart 5:21
- Test the shopping cart again to ensure the mandatory fee is displayed correctly without user options.
10. Confirm Consistency Across Platforms 6:32
- Please be aware that the processing fee settings apply to both the shopping cart and to the contribution portals.
Cautionary Notes
- Ensure that the processing fee percentages are compliant with any applicable regulations.
- Double-check the verbiage for clarity and user-friendliness.
Tips for Efficiency
- Regularly review and update the processing fee settings to reflect any changes in policy or user feedback.
- Train team members on how to navigate the configuration settings to minimize errors.