This article covers how to install and activate the ShoppingGives donation application into your Shopify store’s eCommerce experience.
How to Install the ShoppingGives App
For all integrations outside the Shopify platform, please reference our integrations page here. You can also schedule time with a specialist to discuss custom solutions here.
- Search for ShoppingGives - Donation App within the Shopify app store, then select “Add app” as seen below - you will then be redirected to a confirmation page:
- On the installation confirmation page, select “Install app” as seen below:
This completes your basic installation. The next step is to activate the app and turn on donations!
How to Activate the ShoppingGives App
Step by Step
Immediately following installation, you will be brought to the Global Settings page - this is where you are able to select your desired giving experience, the causes you wish to support, as well as where you will enter your payment method. You can select Global Settings at any time from the Impact Portal menu at the left side of the page as seen below:
Step 1 - Choose your Giving Experience
Do you want to donate to causes you set or let your customers choose which cause to support?
- Donate to Causes you Set and Manage by Product:
With this giving experience selected, you as the merchant will designate which cause donations will benefit — if more than one nonprofit is selected as a featured cause, generated donations will be evenly disbursed between your selected causes (more on that in step 2!) - Let Your Customers Choose:
With this giving experience selected, your customers will have the option to search and select a cause of their choice to support by default. - If you wish to disable the ability for customers to search our entire database, you can do so by selecting Causes from the left side menu -> select the Turn Off button as seen below:
Now that you have selected how you wish to give, it is time to choose where you would like to give by selecting the causes you wish to feature within your store's donation experience.
- To add a cause, scroll down to the Featured Causes section of the Global Settings page and click the Add Cause button shown above - this will bring up a search bar for you to locate and select your preferred causes from our database.
- You can select up to 6 nonprofits, or one cause portfolio to support at any given time
- A cause portfolio is a curated set of up to 4 nonprofits that share a similar mission. They are curated by the ShoppingGives Foundation for their outstanding work in their missions that complement each other.
- When searching for nonprofits, we recommend searching by the organization's EIN to ensure the proper cause is selected
- A cause portfolio is a curated set of up to 4 nonprofits that share a similar mission. They are curated by the ShoppingGives Foundation for their outstanding work in their missions that complement each other.
- After you have chosen your preferred nonprofits, click the Add Nonprofit button seen below to save your selections:
- You can select up to 6 nonprofits, or one cause portfolio to support at any given time
Step 2 - Add a Payment Method
The next step is to to add your preferred payment method. All payments are processed through Stripe. You have two payment options: ACH or Credit Card
- To pay invoices by ACH, select ACH transfer and enter the required information
- When entering a new ACH payment method, you will receive 2 micro-deposits in differing amounts to your bank account - you will need to enter the exact amounts that were sent to the account into the ShoppingGives Impact Portal in order to successfully verify the account. To learn more about the ACH verification process, visit the bottom of our Billing article.
- In order to use an ACH as your form of payment within the ShoppingGives app, you must have a U.S. bank account. If you do not have a U.S. bank account, please select credit card payment as your preference.
- When entering a new ACH payment method, you will receive 2 micro-deposits in differing amounts to your bank account - you will need to enter the exact amounts that were sent to the account into the ShoppingGives Impact Portal in order to successfully verify the account. To learn more about the ACH verification process, visit the bottom of our Billing article.
- To pay invoices by credit card, select Credit card and enter the required information
- A credit card processing fee will be added to invoices if you choose to use a credit card. There are no additional processing fees if you pay invoices by ACH, unless your invoice total falls below the $1 threshold, in which case you will be charged an ACH fee to bring your invoice total up to the $1 threshold needed to bill you.
- A credit card processing fee will be added to invoices if you choose to use a credit card. There are no additional processing fees if you pay invoices by ACH, unless your invoice total falls below the $1 threshold, in which case you will be charged an ACH fee to bring your invoice total up to the $1 threshold needed to bill you.
Step 3 - Activate!
After you’ve entered a payment method and selected how and where you'd like to give, you’re ready to activate giving!
- You can also activate giving or pause giving at any time from the App Status dropdown menu at the top right of the Impact Portal:
- Clicking Pause Giving will pause all giving campaigns - widgets will no longer be visible on your storefront, and no further donations will be generated.
- To resume giving after a pause, simply click Resume giving from this same app status menu
- To resume giving after a pause, simply click Resume giving from this same app status menu
Step 4 - Start your campaign
The final step is to go ahead and set up your Giving Strategy by selecting one (or all!) of our available campaigns.
- Store Donation on Purchase
Encourage your customers to shop by showcasing your support for a featured cause or your customer's preferred cause.
- After selecting the Store Donation on Purchase Set Up button seen above, you will be brought to the campaign settings page
- To customize your donation format, scroll down to the Customize Donations section of this page and choose between donating a set percentage for eligible products or a fixed dollar amount donation for eligible purchases in the menu seen below:
- Once you’ve set your donation value, you will need to turn on the campaign by scrolling back to the top of the page and selecting Turn On:
- After selecting the Store Donation on Purchase Set Up button seen above, you will be brought to the campaign settings page
- Customer Round-Up
Enable your customers to donate the change from their purchase to a cause set by you or chosen by them.
- After selecting the Customer Round-Up Set Up button seen above, you will be brought to the campaign settings page
- Turn on the campaign by selecting Turn On as seen below:
- After selecting the Customer Round-Up Set Up button seen above, you will be brought to the campaign settings page
- Customer Add-On
With Add-On Donations, all of our Shopify merchant partners can empower their customers to get involved in their impact strategy by giving them the opportunity to add a donation of their choice to their purchase.
- After selecting the Customer Round-Up Set Up button seen above, you will be brought to the campaign settings page
- Turn on the campaign by selecting Turn On as seen below:
- Choose a placement for the Customer Add-On widget by navigating to the Widget Settings page shown below:
- Choose a placement for the Customer Add-On widget by navigating to the Widget Settings page shown below:
- After selecting the Customer Round-Up Set Up button seen above, you will be brought to the campaign settings page