PayPal NonProfits - 2012 Getting Started Guide
Contents
1. Customize button Your customer s view F Add a dropdown menu with prices and options Example Road Trips Description For example Payment options Travel 20 USD Monthly x Road Trips Menu Name Amount USD Frequency i E Travel 20 Monthly M Meals 30 Monthly sa Equipment 20 Monthly 2 Add option 4 EM cons ITT Add a dropdown menu Example M Add text field Example gt Customize text or appearance optior ITT Have PayPal create user names and passwords for customers What s this Hotes PN and server modifications required Auto Return is not compatible with this feature After how many cycles should billing stop Never M ITT lwant to offer a trial period Merchant account IDs Learn more Use my secure merchant account ID How to Create a Buy Now Button 1 Follow Steps 1 and 2 in the How to Create a Donate Button section above 2 Onthe Create a PayPal Payment Button screen select the Buy Now option from the Choose a Button Type pull down list 3 Select a Currency from the pull down list 4 Customize your button if you choose You can opt to make the button smaller include credit card logos or change the country and language for the button You can also use your own button image For this option you ll need to provide the URL of the location of your button image on a secure HTTPS server If you store the image on a secure server your customers won t receive messages from their2. for organizations with check in your organization s an account and submit items through 501 c 3 status name i the Resolution Center e PayPal email account Contact information Note Once you ve added a Donate Description of your button to your nonprofit website you organization and type of can begin accepting donations right payments it wants to accept away However you won t be able to such as donations and withdraw or transfer funds until your merchandise payments nonprofit status has been verified PayPal Il Create Payment Buttons To create a button you ll need to select a button type and set its parameters PayPal s Button Designer tool will generate button HTML code that s easy to copy and paste to your website Select your button based on the actions your supporters need to take Donate To contribute a fixed or variable donation amount Subscribe Recurring donations To make recurring payments or donations Buy Now To purchase one item at a time Add To Cart To pay for one or more items in a single checkout How to Create a Donate Button 1 Go to www paypal com and log in using your new Business account 2 Click on Profile then More Options Under the Selling Preferences column click on My Saved Buttons From the My Saved Buttons page select Create New Button 3 Onthe Create a PayPal Payment Button screen select the Donations option from the Choose a Button Type pull down list 4 Enter th
3. Create more buttons Create similar button Create a new button eet 5 Similar Use the button you just created as a template for another button New Create a completely new button from a blank form Go to My saved buttons My saved buttons Edit most characteristics of a button Create a new button that is similar to an existing one PayPal Ill Customize Your Payment Pages You can customize PayPal s payment pages to match your website s colors and images in order to provide amore seamless payment experience Custom Payment Page styles can be applied to all PayPal website payment pages The page style you select will apply to every page in the payment flow To customize your pages 1 Click on Profile then More Options Under Selling Preferences click on the Custom Payment Pages link This will take you to Customize Your Payment Page 2 From this page you can Add Edit Preview and Remove page styles and make any page style the primary style 3 To access customization options click on the Add button This takes you to the Edit Custom Page Style page where you can specify your customizations Edit Custom Page Style Options On the Edit Custom Page Style page you can provide the specific colors and links to any logos or URL images needed to customize your payment pages Page Style Name Enter a name for your reference Logo Image URL Provide the URL to an image in gif jpg or png format no large
4. web browser indicating that the payment page contains insecure items PayPal 5 Enter any Shipping or Tax amounts to be added to the transaction in the appropriate fields 6 Click Create Button to save the button Once saved you can use this button again as a template for other Buy Now buttons To allow users to select multiple items during a single checkout create an Add to Cart button for each item 1 Follow Steps 1 and 2 in the How to Create a Donate Button section above 2 Onthe Create a PayPal Payment Button screen select Shopping Cart from the Choose a Button Type pull down list 3 Enter the name of the item associated with the button for example Bumper Sticker 4 Follow Steps 4 6 in the section above Repeat for each item Create PayPal payment button PayPal payment buttons are an easy way to accept payments Check the PayPal Payments Standard Overview for more information Use this page to customize your button and create the HTML you ll need to copy and paste into your website Learn more Having trouble viewing this page Step 1 Choose a button type and enter your payment details Choose a button type W Which button should choose Note Go to My saved buttons t Hem name Hem ID optional What s this Price Currency USD Need mutipie prices Customize button Your customer s view T Add drop down menu with pricefoption Example IT Add drop down menu Example Ss Secs ITT Add
5. PayPal PayPal FOR NONPROFITS GET STARTED GUIDE JANUARY 2012 PayPal Get more out of your fundraising efforts by giving donors a convenient and safe way to contribute Encourage supporters to act by placing a Donate button prominently on your home page Discounted rates for 501 c 3 status Your donors don t even need a PayPal account Accept all major credit cards Receiving donations and selling fundraising merchandise online for your organization is easy with PayPal In this guide we ll review how you can Sign up for a business account and verify your nonprofit status Create buttons and generate the related code for one time and recurring donations and purchases Customize your payment pages to match the look and feel of your site optional I Set Up and Confirm a Business Account Go to www paypal com to set up a Business account and click on the Business tab Here s what to expect Step What to Provide How Long it Takes Sign up Account business owner s 5 10 minutes name address and email e Business name and address e Customer service information Confirm email address Email address used for sign up 2 minutes Add and confirm bank Bank name 3 5 days account e Account and routing numbers e Name associated with account If applicable verify your Evidence of tax exempt status 3 5 business days nonprofit status only Bank statement or voided mer ae er You can login a day after signing up for
6. e name of your nonprofit in the Organization Name field and an optional Donation ID number to identify the type or purpose of the donation this can be anything that you choose 5 Customize your button if you choose You can opt to make the button smaller include credit card logos or change the country and language for the button You can also use your own button image For this option you ll need to provide the URL of the location of your button image on a secure HTTPS server If you store the image on a secure server your customers won t receive messages from their web browser indicating that the payment page contains insecure items 6 Select a Currency from the pull down list 7 Under Contribution enter a fixed donation or payment amount or if you choose you can leave the field blank for donors to enter an amount of their choice up to 2 000 8 Click Create Button to save the button Once saved you can use this button again as a template for other Donate buttons How to Set up a Subscribe Button for Recurring Donations Donors can make regular scheduled PayPal contributions to your nonprofit with the Subscribe button Like other payment buttons the Subscribe button s HTML code redirects donors to PayPal to make their contribution and returns them back to your site after the secure donation is complete To create a Subscribe button for recurring donations 1 Follow Steps 1 and 2 in the How to Create a Donate Button
7. ick gt lt input type hidden name hosted_button_id value NLNKSML9YEQEN gt lt input type image vasa paraj src https www paypal com en_US i btn btn_buynowCC_LG gif EE ie barder 0 name suhmit alt PavPal The safer easier wav tn A a hd i Select Code Go back to edit this button Create more buttons a Similar Use the button you just created as a template for another button new Create a completely new button from a blank form Create similar button Create a new button Go to My saved buttons My saved buttons Edit most characteristics of a button Create a new button thatis similar to an existing one Placing a Link in Emails You can also place a URL link in an email to request a donation or payment The URL links to a PayPal hosted web page that accepts payments To access the code for this URL link click the Email tab on the You ve Created Your Button page as pictured above and cut and paste the URL where you need it You are viewing your button code 4 Click Select Code to select all the button code 2 Copy the code CTRL C for Windows CMD C for Mac or right click and choose Copy 3 Paste the code into your own code CTRL V for Windows CMD V for Mac or right click and choose Paste Integration tips Website Email https www paypal com cgi bin webscr emd _s xclick amp hosted_button_id N Buyer s View CEE C T gt Select Code Go back to edit this button
8. quires login PayPal Help www paypal com help PayPal Technical Support www paypal com mts 2211 North First Street San Jose CA 95131 tel 866 365 6319 fax 408 967 9912 https www paypal com
9. r than 190 pixels wide by 60 pixels high The image should be on a secure server e Cart Area Gradient Color Enter the HTML hex code for this color Do not include the symbol If you do not know your hex code click on the HTML Hex Code link on the page for a color chart Header Image URL Provide the URL to an image no larger than 750 pixels wide by 90 pixels high Header Background Color Enter the HTML hex code Header Border Color Enter the HTML hex code Background Color Enter the HTML hex code Click Preview to preview your page style or click Save when you are finished When you create your next button you will have the option to apply this page style Customise your Payment Page Back to Profile Summary Page Styles Options Give your customers a smooth payment experience by customizing PayPal s payment pages to match the look and feel of your website Learn more The Primary page style applies to all of your payment pages unless specified otherwise for a particular button or link Your Page styles Status PayPal Primary Change Preview Make Primary Remove add PayPal Resources Get More Information For additional information on customizable features and documentation for all PayPal products visit the PayPal Developer Network at www x com For information on tools and solutions for users with PayPal Business accounts visit PayPal Merchant Services at www paupal com merchants re
10. section above 2 Onthe Create a PayPal Payment Button screen select the Subscriptions option from the Choose a Button Type pull down list 3 Enter the payment details of your subscription PayPal a Subscription name enter a name for the subscription for example Food for Shelter Animals Set up the recurring amount to be billed and the billing frequency Or customize the button with drop down menu s offering different payment levels and category options If you would like to use a custom image in place of the Subscribe button click on Customize text or appearance and provide the URL location for the button image Select the number of billing cycles for the recurring payment and if you would like to offer a trial period 5 Click Create Button to save the button Once saved you can use this button again as a template for other Subscribe buttons Create PayPal payment button PayPal payment buttons are an easy way to accept payments Check the PayPal Payments Standard Overview for more information Use this page to customize your button and create the HTML you ll need to copy and paste into your website Learn more Having trouble viewing this page Step 1 Choose a button type and enter your payment details Choose a button type Subscriptions Mm Which button should choose Note Go to My saved buttons to crest milar t ing one Item name Subscription ID optiona What s this Volleyball Team Currency uso
11. textfield Example gt Customize text or appearancetortionel Shipping Use specific amount USD Help Tax Use tax rate Merchant account IDS Learn more Use my secure merchant account ID Use my primary email address wineimpression yahoo com D Step 2 Track inventory profit amp loss optional gt Step 3 Customize advanced features optional Create a PayPal payment button for Buy Now Once you ve created your button the next step is to place it on your website Placing Buttons on Your Website 1 Goto My Saved Buttons and find the button on the list Click on Actions and then View Code from the pull down list 2 Cut and paste the code in the text box or use the Select Code button to select and copy all of the HTML code in the text box PayPal 3 In your web editing tool open the page where you want to place the button and paste the button HTML code into the page 4 Save your modified page and upload it to your web server or host provider You are viewing your button code 14 Click Select Code to select all the button code 2 Copy the code CTRL C for Windows CMD C for Mac or right click and choose Copy 3 Paste the code into your own code CTRL V for Windows CMD V for Mac or right click and choose Paste Integration tips Website Email lt form action https www paypal com cgi bin webscr method post gt Buyer s View lt input type hidden name cmd value _s xcl
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