Once your organization has been approved, continue with your CoolPay Migration and Setup. The next steps are:
Create your Donation pages for CoolPay.
Decide which option to use to migrate your Donors to CoolPay.
Create your Donation Forms
Click here for the steps.
Your new Donation Forms can be added to your website now! You do not need to wait until your recurring donors have been migrated. That way new OR existing donors can make donations from your website through CoolPay even while you are still using your old payment processor.
NOTE: If a Donor has an EXISTING Recurring Donation in your current payment processor, you will want to cancel that Recurring Donation as soon as the Donor creates their NEW Recurring Donation in CoolPay.
Click on the "Recurring Contributions" list on the LEFT SIDE of the Donor Dashboard in CoolFocus.
Verify the newest Recurring Donations are cancelled in the old payment processor.
The NEWEST Recurring Donation is at the top of the list, based on the Created Date column.
We suggest you check this daily until you discontinue use of your old payment processor.
Migrate existing Recurring Donors to CoolPay
There are two possible ways to migrate to CoolPay:
Contact your donors with instructions on how to use the Donor Portal to manually enter their Recurring or One-Time Gifts. This is the most reliable method because the donor is verifying their contact information and payment method. However, some donors may require some "gentle encouragement" to follow through.
Or, have the Payment Method Tokens exported from your current payment processor and imported into CoolPay. Note: This option requires a minimum of 50 recurring donors in your current payment processor.
Option 1: Sample email requesting Donors to use the Donor Portal to manually set up their Gifts.
Hi!
We are excited to announce we are moving to a new Online Donation platform called CoolPay that utilizes Justifi for payment processing. This software is supported by a company we already work with that provides excellent support and makes this process much more efficient for us and you as a Donor.
As part of the process, please set up your Recurring Donation through CoolPay. It is quick and easy and ensures we have your correct information. To do this, click this link:
<your link goes here>
Thank you for your continued support, we cannot fulfill our purpose without you!
Option 2: Request your Donor's Payment Tokens from your current payment processor.
NOTE: Not all payment processors offer this service. Some may charge a fee, and in some cases the data is not compatible or is not "clean" enough for reliable importation. Contact WayCool Software through Chat for more information.
If you are transferring from CDM+, please follow the steps in this guide.
If you are transferring from Stripe, please follow the steps in this guide.
Below is a sample email that can be used to request your Credit Card tokens from your current payment processor:
Hello:
We are changing payment processors to Justifi (through WayCool Software's CoolPay). We would like to request our payment tokens.
Please see the following information for how to provide those to our new payment processor (Justifi):
The documentation in the link above includes the PGP keys and the email for the Justifi contact [email protected].