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

1. Make sure your campaign is live:
   Before volunteers can take payments, ensure your campaign is live and you have products to sell. (It must be approved before going live.)
2. Share the Volunteer Code and distribute card readers:
   On the campaign page (viewable in a web browser), go to the Collaborators tab and copy the Volunteer Code. Share this code with your volunteers and distribute the SuccessFund card readers.
3. Download the SuccessFund mobile app:
   Each volunteer should download the free SuccessFund app on their mobile device. They can scan the QR code on the back of the card reader to get the app. Volunteers can use their own mobile device or one provided by the school.
4. Log in using the Volunteer Code:
   Volunteers will log into the app using the Volunteer Code.
5. Attempt a card payment to connect the reader:
   To connect the SuccessFund card reader, volunteers can open a campaign, and attempt to take a card payment.
6. Start taking payments:
   Volunteers can now take card payments, Venmo payments, cash payments, look up orders, and scan receipts using the app.

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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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