How to Connect to a SuccessFund Card Reader to Take In-Person Payments

A Variable Priced Product allows you to collect a custom payment amount without setting a fixed price in advance. This is perfect for situations like auctions, donation-based sales, or “pay what you can” items.

To set one up:

1. Go to the Products tab and click Add Product.
2. Select Single Option under product options.
3. Under pricing, choose “Variable Price.”
4. Set a Minimum and Maximum amount.
5. Add a clear description (e.g., “Enter the amount you’d like to give” or “Pay your winning bid here”).

When supporters go to pay, they’ll be able to enter any amount within your price range. You can collect these payments online, in person with a card reader, or through a QR code or donation link.

It’s a flexible, easy way to accept open-ended contributions while keeping your tracking clean.

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Yes! While SuccessFund doesn’t include bidding tools, it’s perfect for collecting payments from auction winners.

To set up an auction item:

1. Go to the Products tab and create a new product.
2. In the pricing section, select “Variable Price.”
3. (optional) Enter a Minimum Price (e.g., $3.00) and a high Maximum Price to allow flexibility.
4. Use the description field to prompt: “Did you win the bid? Pay for your auction item here.”

After the auction ends, just enter the winning bid amount when collecting payment. You can use a card reader, share a QR code, or send a payment link. Cash and check payments can also be logged manually to keep your totals accurate.

SuccessFund tracks everything in your campaign dashboard — making auction payments fast, flexible, and easy to manage.

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SuccessFund makes it easy for volunteers to take payments, scan receipts, and manage orders—no login required. All they need is your campaign’s 6-digit Volunteer Code.

1. Ensure Your Campaign Is Live

Before volunteers can accept payments:

• Your campaign must be approved and live
• You must have products added to the campaign

2. Share the Volunteer Code

Each campaign has a unique 6-digit Volunteer Code that grants volunteers access.

To find and share it:

• From a web browser, open your campaign and go to the Collaborators tab
• Copy the Volunteer Code and share it with volunteers.
• You can also share volunteer codes directly from the mobile app.

When volunteers use the code, they’ll be prompted to enter their name, allowing you to track sales by individual.

You can expire a code at any time from the Collaborators tab. Volunteers who used it will immediately lose access.

3. Volunteers Download the App

Volunteers should download the SuccessFund mobile app on their personal device (or a school-provided one).
They can search for it in the app store, or scan the QR code on the back of the card reader to download it quickly.

4. Log In Using the Volunteer Code

On the app’s home screen, tap Have a Volunteer Code? and enter the 6-digit code. Volunteers will enter their name to get started.

This gives them secure access to:

• Take card, Venmo, and cash payments
• Scan and redeem receipts
• Look up orders

If your receipts don’t include QR codes, enable them:
From a browser, open your campaign → click Edit → go to Checkout → toggle on Include a scannable code in each transaction receipt.

5. Connect the Card Reader (if needed)

To pair a card reader:

• Open the campaign in the app
• Begin a card payment to trigger the reader connection

Once connected, the volunteer is ready to go.

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No, a mobile device can only connect to one card reader at a time to ensure each payment is processed correctly and to avoid order mix-ups. The Bluetooth connection between the device (iPad, Android tablet, iPhone, Android phone, etc.) and the reader works within a range of about 40 feet. If the device moves out of range, it will automatically search for a new reader, but only one can be paired at any time.

Running multiple card readers is a great way to speed up lines. Each person processing payments will need their own mobile device with the SuccessFund app and a card reader. Readers can be purchased at www.successfund.com/readers.

For those assisting without a card reader, Venmo payments can be accepted directly through the mobile app. You can also use the app to look up orders, scan receipts, or log cash transactions without needing a reader.

Redeeming items sold through SuccessFund, such as tickets, concessions, or swag, is easy using the SuccessFund mobile app. Here’s how:

1. Scan Receipts:
   • Log into the SuccessFund mobile app.
   • Open your campaign and click on Scan.
   • Scan the QR code on the patron’s receipt.
2. Look Up Orders:
   • If the patron doesn't have their receipt, click on Lookup Orders in the app.
   • Find their transaction by name or email.

In-Person Sales:
By default, products sold in-person are auto-redeemed. To change this setting:

• Go to your campaign page using a web browser.
• Click on Edit, then Checkout.
• From this page, you can also adjust the setting to display a redemption QR code on every receipt.

Online Redemption:

• From your campaign page, click on Results.
• Find the transaction and click on Edit to redeem the item.

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To connect your SuccessFund card reader, follow these steps:

1. Download the SuccessFund App:
   Begin by downloading the SuccessFund app onto your mobile device.
2. Log In:
   Open the app and log in to view your campaigns. If you’ve never logged into SuccessFund before, you can use a Volunteer Code to log in. Volunteer Codes can be found by logging in via a web browser. From your campaign page, click on Collaborators to retrieve your code.
3. Connect the Card Reader:
   The easiest way to connect your card reader is by opening a campaign and initiating a payment. The app will automatically start searching for nearby card readers.
4. Charge Your Reader:
   Ensure that your card reader is fully charged and turned on (hold the top power button) before attempting to connect.
5. Update the App:
   If you experience any issues, make sure you have the latest version of the SuccessFund mobile app.

Watch the Video:
For a step-by-step guide, watch this video that walks you through the connection process. http://www.successfund.com/home/videos/cardreader

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Network restrictions can prevent card readers from connecting. Network administrators should apply our domain allowlist (including all subdomains) to ensure that network restrictions do not interfere with in-person payments.

Request this list by sending an email to support@successfund.com

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