You need to gather the following in order to process the setup smoothly:
- Payment Gateway Credentials (ID, Password etc.)
If it is OK that the payments coming in from Floodgate are mixed with payments from other sources (e.g. your own web form and call center) in your payment gateway account, you can choose to add your existing credentials to Floodgate. If you prefer to separate payments coming in from Floodgate with the ones from other sources, you might need to apply for a separate sub-account for the Floodgate campaign.
If you are an agent and setting up a campaign on behalf of a charity, you need to check if charity's payment gateway credentials can be given to you. If they cannot be given to you for security reasons, then you need to ask charity to apply for a separate sub-account for your campaign.
The payment gateway account need to be able to handle tokenising as a minimum requirement. If pre-authorising is done, $1 is taken out from donor's account at the time of signup and verify the account by receiving a processing code from the bank. Then, the $1 is returned to the donor's account automatically at the later date. If you prefer to use such service, you also need to check if the pre-authrising can be enabled with the payment gateway account.
- Direct debit authority number for paperless direct debits.
This is needed only when you take direct debit payments.
- SMTP server details (from where you prefer to send welcome emails)
Sender email address, email password, SMTP host and SMTP port need to be specified, so that Floodgate can send out emails from the account. If you prefer NOT to do this for security purposes etc., you can select to go ahead with sending out an email from Floodgate's email address (a separate fee may apply).
Having these things in hand will make the campaign set up a lot quicker!