Introduction

So you've downloaded the Windows MobilePay app, and you're ready to swipe away!

Prerequisite

You will have to download and install the MagTek POS driver here: https://www.magtek.com/Content/SoftwarePackages/1000005453.zip

Instructions

Once the package downloads onto your Windows device, extract the files.


Open the folder named "32-bit" and right-click on the magtekmsr.inf file.  Select the option to install:




You may be presented with a User Account Control pop-up, click Yes:




You will be alerted once the installation is complete:

You're all set to start swiping!  For more information on procuring swipers, please reach out to our Support Department.

• Navigating Through CharityEngine with Left Bar Navigation
• Peer-To-Peer Dashboard: Emails
• Donations: How to Manage a Transaction
• Donations: Assigning a Transaction to A Sustainer, Membership, or Pledge Account
• Shopping Cart: How to Configure the Checkout Subtab
• Mobile Pay App
• Why and How to Use "Donor Covers Processing Fee" as a Fundraising Tool for Online Donation Forms
• Event Registration: Assigning Multiple Payments to a Single Registration
• Web Forms: How to Test Web Forms (Legacy)
• Web2CRM User Guide
• Opportunities - Moves Management: How to Create a Simple Track for Opportunities
• Reports & Analytics: How to Access Lapsed Donors Reporting
• WebFormContext API
• Opportunity - Moves Management: How to Link a Transaction to an Opportunity
• How to Use the Conditional Block
• PayPal/Venmo Gateway Configuration
• Landing Page URL
• Pledge: How to Create and Manage Pledges - A Comprehensive Guide
• Sustainer Records: How to Deactivate Sustainers in Mass
• API Configuration: How to Configure your WealthEngine API Key
• API Integration: How to Create a WealthEngine Data Enrichment Job
• General
• Opportunity - Moves Management: Query/Search Practices to Establish Cultivation & Stewardship
• Data Governance: Updating Contact Records Through the Transaction or Contact Screen
• Configuration App: Regions in CharityEngine – Where to find them and how to use them
• Communication: How to Send Messages from Listing Screens
• Accounting & Finance: Leveraging General Ledger Codes vs. Funds
• Workflows: How to Bulk Delete Transactions Using Transformation Tool
• Memberships: How to Create & Manage a New Member - A Comprehensive Guide
• Peer to Peer: Comprehensive Guide for Set Up, Configuration, and Reporting
• Workflow & Automation: Data Governance - Transaction Management (Duplicate Transactions)
• MobilePay: Downloading MobilePay by CharityEngine on your Apple Devices
• MobilePay: MobilePay by CharityEngine - Overview
• API: Google Maps Integration for Addresses
• How to Bypass Payment Information on a Free Event
• Events: How to Create a Survey for Your Event
• MobilePay Data Tracking & Reporting
• Allowing Organizations to Donate on Web Forms
• Shared email domain
• Campaigns App: Why did my email test go to my SPAM folder?
• Data Import: How to Import Soft Credits
• How to Create a Petition
• Email Activity Tracking within CharityEngine
• Accounting: Accounting and Financial Reconciliation
• Automation & Workflow: Manually Sending Year End Statements to Households
• Browser Security Changes & Iframeing CharityEngine Donation Forms & Online Fundraising Apps
• Contacts: Files
• Contacts - Editing Contact Record Panels
• Trigger Tool: How to Auto Assign Contacts to a Household
• How to configure the peer-to-peer landing pages (Basic)
• Peer to Peer How to customize registrant Sign Up details
• Peer to Peer: Customize Receipt & Acknowledgements (Basic)
• Peer to Peer: How to create advanced settings, including Badges for Achievement levels
• Peer to Peer: How to create sender specific peer-to-peer emails within the peer-to-peer event
• Peer to Peer: End User - How to Sign Up to Fundraise
• Peer to Peer: Donors as Fundraisers: Your Fundraiser's Toolbox 
• Team Pages: Join Codes
• Transaction App: How to Set Tribute Goals
• Transaction App: Assigning a Tribute Manually to a Transaction
• Opportunities - Moves Management: How to Create a New Opportunity
• Reports & Analytics: Overview and Usage of the Reports & Analytics Application
• Automation & Workflow: Modifying a Data Job
• Dashboard: Navigating the Welcome Screen
• Automation & Workflow: How Do I Install and Use the CharityEngine Excel Connector
• Data Governance: How to Manage Data Storage Limits
• Peer to Peer: End User - How to Create a Stand Alone Web Form
• Online - Web Forms: Wallet Payment Options (Apple Pay and Google Pay)
• Configuration: Critical Configuration Setting Monitoring
• Data Importing: How to Import Pledge Accounts & Historical Pledge Transactions
• Web Forms: Guide on Replicating Forms
• Web Forms: How to Create an SMS Opt-In Form for SMS Campaigns
• Creating a New CMS Website
• Advocacy: Managing and Customizing Navigation Bar of Advocacy Landing Page
• People App: Relationships & Connections
• General: How to Use Email Concierge & Writing AssiGestant to Perform Tasks in CharityEngine (AI)
• Advocacy: How to Add Labels to Advocates (Tags, Groups and/or Opt-in Lists)
• Advocacy: How to Manage Communication Opt-In Lists for Action Alerts
• Queries: What can I do with Giving History
• In-Kind Gifts: How to Create and Manage In-Kind Gifts - A Comprehensive Guide
• Campaigns & Marketing: Creatives - Crafting and Managing Compelling Pieces for Non-Profit Campaigns
• Connect to Swiper for Apple Devices
• Advocacy: Adding Notes to Actions
• Advocacy: Display Vanity URLs/ Domain as Default
• Advocacy: Location filters for Advocacy actions (listing screen) reporting
• Advocacy: Using Google Tag Manager/ API for tracking of Advocacy Campaigns
• People App: How To Set Your User Preferences
• Campaigns App: Media Channel vs. Response Channel
• Outlook Connector
• Transactions: Matching Gifts for Employee Giving
• Cobranded CharityEngine PayPal Page
• Web Forms: Advanced Web Form Design Elements
• Advocacy: Adding a Donation Option to an Action Alert
• Web Forms: Creating a Donation Form (or other Web Form) - What’s Standard/Out of the Box?
• Transactions: Preparing & Sending Year End Statements
• Sustainers: How to Create and Manage Recurring Donors
• Automation & Workflow: An Introduction to Queries
• Transactions: Fraudulent Transactions, Proactive Fraud Management, & Managing Fraud Events
• Email User Guide
• Events: Creating a Standard Out of the Box Web Form
• Email Deliverability Best Practices
• Developer: API - Installing the CharityEngine Public Web API
• Events: A Comprehensive Walk Through for Events Set-Up
• Data Importing: How to Import Contact - People Data
• Email Campaigns & Web Forms: How to Add System/Global Tokens and Conditional Blocks
• Events & Volunteers: Tickets
• Assigning Groups, Tags, and Opt- In Lists Through Importer
• Audience - How to Create & Manage Audiences for Effective Marketing Campaigns
• Data Importing: Contacts & Use of Contact Matching
• Exporting Data: How to Schedule an Export Data Job
• Workflow & Automation: Data Governance – Contact Management (Merge, Delete, Inactive)
• Web Forms: Using Email Auto Responders with Forms
• Sending Tracked Emails
• How to Clear Contacts from Groups, Tags, and Lists Using Trigger Tool
• Advocacy: Creating Advocacy Issues
• Transactions: Sending Individual/Multiple Acknowledgements or Receipts
• Reports & Analytics: An Introduction to Frequent Reporting Options within CharityEngine
• People App: How to Create and Manage Activities
• People App: How to Create, Use and Manage Cases
• Campaigns&Marketing: Harnessing the Power of SMS Marketing for Non-Profit Outreach
• Reports & Analytics: An introduction to custom dashboards within CharityEngine
• People App: Updating Donor Passwords
• Credit Card Automatic Updater: How to Configure the Card Updater and Overrides
• Trigger Tool – Creating an Opt-In List
• Paying Your Bill
• Transaction App: How to Manually Create Soft Credits
• How to Configuring URL Redirects
• Data Governance: Best Practices for Backing Up Data
• Reports & Analytics: How to leverage the Out-of-the-Box Campaign Dashboards
• Audience: Creating Segments in Initiatives
• Configuration: How to Configure for a Fiscal Year and Downstream Reporting
• Reports & Analytics: Exporting Large Data Sets - Listing Screen Exports
• Web Froms: How to Create an Internal Form (for a Telethon, Radiothon, or Conference)
• Advocacy: How to manage the auto-response email from advocacy action alerts
• Using Landing Page URLs to Populate and Override Attributes for an Initiative
• API Integration: Configuring API User Account
• How to Add Multiple Funds to a Web Form
• Contact Records: Changing Contact Type
• Advocacy: How to create an advocacy message that is only partially editable by advocates
• Advocacy: Representatives & Custom Targets
• Contacts: How to Create a New Affiliate/Chapters
• Transactions App: Chargebacks
• Campaigns & Marketing: Creating and Managing a Communication Series
• User Account Settings & Administration
• Acknowledgments
• Campaigns & Marketing: Sending - Mastering the Art of Testing and Sending Campaigns for Non-Profits
• Peer-to-Peer Fundraising Set-up & Configuration
• Events & Volunteers : Registrations
• Promo Codes & Discounts
• Campaigns & Marketing: Unveiling Success: The Art of Monitoring Results in Non-Profit Email Campaign
• Web Forms: How to Test Web Forms
• Developer: Integration with Google Analytics and Google Tag Manager Tracking
• Donations: Issuing Credit, Reversals, and Outgoing Payments
• Data Importing: How to Import Transactions
• Donations-Batch Entry: How to Set-up & Enter Donations Via Batch Processing
• Advanced Web Forms: How to use CharityEngine Tokens to Customize Your Form templates
• Web Forms: How to add CAPTCHA to your form
• Recycle Bin
• Automation & Workflow: An Overview of Triggers & Use Case - Examples
• Web Forms: How to Design Your Web Form
• General: Global Search
• Online: How to Enable DAF Pay as a Payment Method
• Contacts : Legacy vs. Compliance
• API Query Mode
• Spam Removal: Provider Recommended Actions
• Configuration: Whitelisting IP Addresses
• Peer-to-Peer Microsite Design (Basic)
• Configuring Event Types for P2P
• Peer-To-Peer Dashboard: Editing Team and Individual Pages