Please note, these instructions are detailed for iphone and ipad users, and are more detailed than those provided by Click and Pledge. For Android, please refer to the instructions and manuals provided by Click & Pledge provided at the end of this section. You may order additional Swipers for your chapter for $29.95 through Click and Pledge s website: http://clickandpledge.com/platforms/mobile/mobile_swiper1.asp. Be sure to note your organizational ID, noted on page 1 of this manual. TABLE OF CONTENTS PAGE DOWNLOADING SWIPER1 APP AND LOGIN INFORMATION 1 SET UP AND CUSTOMIZE SETTINGS ACCESSING SETTINGS 2 ACTIVATING TEST MODE 2 PAYMENT OPTIONS VERY IMPORTANT 3 RECEIPTS AND CUSTOM QUESTIONS 5 TESTING SWIPER1 6 ACTIVATING SWIPER AND PULLING REPORTS 8 CLICK AND PLEDGE REFERENCE MATERIALS 9
1. Download the newest version of the Swiper 1 app from the App store and install before using the device. Use your system administrator email address, password, and organization account number. Please refer to the chart below for your email address and organization account number. If you do not remember your password, visit https://portal.clickandpledge.com/ and click Forgot your password? Be sure you are logging into your account to ensure funds received are deposited into the correct account. CAMP KESEM CHAPTER ORG # EMAIL ADDRESS CAMPAIGN Alumni Association 26989 adam@campkesem.org Alumni Association Swiper Arizona State University 26990 asu@campkesem.org Arizona State University Swiper Augustana College 26991 augustana@campkesem.org Augustana College Swiper Brigham Young University 26992 byu@campkesem.org Brigham Young University Swiper Brigham Young University - Idaho 27035 byuidaho@campkesem.org BYU - Idaho Swiper Case Western Reserve University 27038 casewestern@campkesem.org Case Western Reserve University Swiper College of William & Mary 27041 williammary@campkesem.org College of William & Mary Swiper Columbia University 26993 columbia@campkesem.org Columbia University Swiper Emory University 26994 emory@campkesem.org Emory Swiper Florida State University 26995 fsu@campkesem.org Florida State University Swiper George Washington University 26996 gw@campkesem.org George Washington University Swiper Indiana University 27015 indiana@campkesem.org Indiana University Swiper Johns Hopkins University 26997 jhu@campkesem.org Johns Hopkins University Swiper Massachusetts Institute of Technology 26999 mit@campkesem.org MIT Swiper Miami 27016 miami@campkesem.org University of Miami Swiper Michigan State University 26998 msu@campkesem.org Michigan State Swiper National 27097 cristin@campkesem.org National Office Swiper North Carolina (Duke/UNC-Chapel Hill) 27000 northcarolina@campkesem.org North Carolina (Duke/UNC Swiper Northwestern University 27001 northwestern@campkesem.org Northwestern University Swiper Penn State 27039 pennstate@campkesem.org Penn State University Swiper Rice University 27040 rice@campkesem.org Rice University Swiper Saint Louis University 27036 slu@campkesem.org Saint Louis University Swiper Santa Clara University 27031 santaclara@campkesem.org Santa Clara University Swiper Southern Utah University 27004 suu@campkesem.org Southern Utah University Swiper Stanford University 27005 director@campkesemstanford.org Stanford University Swiper Stony Brook University 27037 stonybrook@campkesem.org Stony Brook University Swiper Syracuse University 27006 syracuse@campkesem.org Syracuse University Swiper Texas A&M University 27007 tamu@campkesem.org Texas A & M Swiper The Ohio State University 27003 osu@campkesem.org Ohio State University Swiper UC Berkeley 27008 berkeley@campkesem.org UC Berkeley Swiper UC Davis 27009 davis@campkesem.org UC Davis Swiper UC Irvine 27043 ucirvine@campkesem.org UC Irvine Swiper UC San Diego 27011 ucsd@campkesem.org UC San Diego Swiper UC Santa Cruz 27032 ucsc@campkesem.org UC Santa Cruz Swiper UCLA 27010 ucla@campkesem.org UCLA Swiper University of Colorado-Boulder 27033 cuboulder@campkesem.org University of Colorado Swiper University of Florida 27012 uflorida@campkesem.org University of Florida Swiper University of Georgia 27013 uga@campkesem.org University of Georgia Swiper University of Illinois 27014 illinois@campkesem.org University of Illinois Swiper University of Michigan 27017 michigan@campkesem.org University of Michigan Swiper University of Minnesota 27018 minnesota@campkesem.org University of Minnesota - Twin Cities Swiper University of Missouri 27019 mizzou@campkesem.org University of Missouri Swiper University of Nebraska 27020 unl@campkesem.org University of Nebraska Swiper University of Notre Dame 27002 notredame@campkesem.org University of Notre Dame Swiper University of Oklahoma 27021 oklahoma@campkesem.org University of Oklahoma Swiper University of Oregon 27022 uoregon@campkesem.org University of Oregon Swiper University of Pennsylvania 27023 upenn@campkesem.org University of Pennsylvania Swiper University of Richmond 27024 richmond@campkesem.org University of Richmond Swiper University of Southern California 27029 usc@campkesem.org University of Southern California Swiper University of Texas - Austin 27025 ut@campkesem.org University of Texas - Austin Swiper University of Virginia 27026 uva@campkesem.org University of Virginia Swiper University of Washington 27027 uwashington@campkesem.org University of Washington - Seattle Swiper University of Wisconsin 27028 ckuwmadison@campkesem.org University of Wisconsin - Madison Swiper Vanderbilt University 27030 vanderbilt@campkesem.org Vanderbilt University Swiper Virginia Commonwealth University 27042 vcu@campkesem.org Virginia Commonwealth University Swiper Yale University 27034 yale@campkesem.org Yale University Swiper 1 P A G E
2. Set up and customize your settings. A. Click on the small orange half circle at the bottom to access settings. B. Click on Merchant Profile and change the setting from Production to Test. Be sure to click Save at the top. This will take you back to the settings tab. 2 P A G E
C. Click on Additional Options in the Settings tab, which will take you to all the payment options for the Swiper. D. VERY IMPORTANT: In General Settings, you must enter your Campaign and Tracker name so that your donations process correctly. See the campaign names in the chart above for what to enter. Don t forget to click Save when you re done! You can also decide if you want to require a signature for transactions, which is recommended. NEVER charge sales tax. As a nonprofit, this is not legally allowable. Chapter donations will mostly be 100% tax deductible. 3 P A G E
E. Click Default Settings to set up the primary item you are selling. For example, you might want to put in T Shirt for $15, or Dinner Ticket for $50 for your Make the Magic. You can only add one default product. F. If you have additional items for sale, you can enter them in the next settings feature Additional Payments. For example, you might want to add in Raffle Tickets or General Donation as an additional option. You can also add in the option for recurring donations or installments to pay off a large sum. 4 P A G E
G. In Receipt Settings, you can add in language for your receipts and if you would like them sent by SMS Text, Email, or printed through a wireless printer. H. Finally, in Questions and Terms, you can add custom questions of your guests. This might be a question like What t-shirt size are you? Or How did you hear about our Camp Kesem chapter? 5 P A G E
3. Plug in and test the Swiper. Plug the Swiper1 device into the audio jack of your iphone or ipad. A. Use the included test card and execute a test transaction. You can either process the default transaction (in this case, two Dinner Tickets for $50 each), or you can enter in your own description and amount. When you click Next after the Default Product page, it will take you to the Additional Payments section, which in this case we have labeled as Raffle Tickets. Each page will show a subtotal at the bottom so that you know what you will be charging the donor. If you ve chosen recurring payments or any other features, they will show up before the payment page. 6 P A G E
B. Enter the donor s name and email and click Start Swiper1 to activate the Swiper. Complete the payment process and send a receipt based on your settings. 1 2 3 4 5 7 6 7 P A G E
4. Activate your Swiper for use by going back and changing your settings from Test to Production mode. You are all set to use your Swiper! When done with your event, pull a report of your donations and answers to your custom questions by clicking on Reports on the home screen. Transactions may be emailed or printed through the optional printer or sent as a CSV file through email. Transactions may also be selected and individually re-printed. 8 P A G E
5. Click & Pledge s online manual and forum provide a comprehensive set of resources and knowledgebase articles to help with development, deployment and customization of all products. Check the following resources: http://manual.clickandpledge.com/swiper1.html 2 3 4 1 9 P A G E