To register recurring payments in eGo Connect, you’ll need to create a webhook in your Braintree account. To do this, proceed with the following steps. Navigate to the eGo Connect Settings section. Click on the Payment Gateway icon. Proceed with the following steps outlined in the video below. If you would like any assistance with […]
Category: Getting Started
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Setting Up General Gateway Information
To accept payments in eGo Connect, you must first connect to your Braintree account. To do this, proceed with the following steps. Navigate to the eGo Connect Settings section. Click on the Payment Gateway icon. Proceed with the following steps outlined in the video below. If you would like any assistance with this, we would […]
Setting Up a Plan in Braintree
In order to enable recurring payments in eGo Connect, you must create a plan in your Braintree control panel with an ID of “ego_recurring”. To do this, proceed with the following steps. Navigate to the eGo Connect Settings section. Click on the Payment Gateway icon. Proceed with the following steps outlined in the video below. […]
Email Signature Setup
Before sending out any email campaigns, you are required to setup an email signature that identifies you and includes a physical address that will help you comply with spam laws and our terms of service. You may setup your email signature by navigating to the Email Signature portion of your account settings. We provide a […]
Donor Receipt Setup
Before taking donations with eGo Connect, you’ll need to properly configure your donation receipts. Donation receipts are sent immediately to each donor after a donation for proper record keeping. After configuring your time zone and logo, you can then setup the text portions of your receipts in the Donor Receipts section in your account settings. […]
Time Zone & Logo
During setup, you’ll need to specify a time zone and logo in the My Information settings section. Time Zone You must set your local time zone to display time correctly and for proper scheduling of email campaigns. Logo The logo you upload here will be used on your email receipts and on your donation portal. […]
Terms of Use & Privacy Policy Setup
We recommend adding a terms of use and privacy policy to your account before taking donations with eGo Connect. Not only is it a recommendation by us, but it’s a requirement from our preferred Merchant Services provider. Terms of Use A terms of use document (which also known as a terms of service or terms […]
Merchant Account Setup
After you’ve signed up for an account with eGo Connect, you’ll need to connect your merchant account. You may do this by first setting up your account with your provider and connecting the account through your Account Settings portal or alternatively, we can do this for you by emailing support directly.
Setting Up an Account
eGo Connect will allow your organization to take/manage donations and connect to your donors and subscribers through various outreach campaigns. Below, we will walk you through setting up an account and getting started with eGo Connect. Account Registration To sign up for an account with eGo Connect, you must agree to our Terms & Conditions […]
Minimum System Requirements
eGo Connect is a web based application that runs out of your web browser window and works on most modern web browsers. Since it is web based and runs out of your web browser, there is no need to download any software to your computer. We recommend using the following web browsers when using eGo […]