Setup Guide - Rapidata Services Plc

Setup Guide
Welcome to
eDirectDebit is a cost effective mechanism for generating or
accepting Direct Debits payments online. It’s efficient, accurate,
reduces administration and provides immediate validation
of information, helping reduce instances of errors and the
inability to collect.
And we know how important your brand is and how that
matters when converting payers to sign up to a Direct Debit.
eDirectDebit lets you configure the look and feel to fit in with
your brand and website. This can be a simple colour and logo
change to advanced CSS.
We work with you to create a secure, fully branded, Paperless
Direct Debit web form that can be linked to your website via a
URL. (Iframe and API are also available.)
New supporters/members/payers will be directed to this page
where they’ll be taken through a straightforward, intuitive and
engaging, online Direct Debit sign-up process. They will also
receive a branded personalised HTML or plain text-based email
confirmation which can serve as an Advance Notice Letter,
saving you fulfilment and postal costs.
The following information will guide you through the process
for getting your eDirectDebit page and email confirmation
configured and customised to your requirements, from
branding and look and feel, to custom questions and back-end
data requirements.
1
Overview of the eDirectDebit Setup Process
Rapidata work with you to set up your eDirectDebit page(s). Please allow 2 to 4
weeks from receipt of your eDirectDebit agreement for your page to be set live.
1.
2.
Rapidata receives
your signed
agreement
4.
3.
Account Manager
contacts you within 2-3
working days to arrange
a setup session
5.
Setup session with
Rapidata’s Client Support
Team (30 mins - 1hr call
with screen share)
6.
Your page is
provided for review
and testing
7.
You give Rapidata
final sign off on
your page
* The timelines above are reliant on your sponsoring bank.
Account Manager
reviews with you the
checklist of things you’ll
need ahead of your
setup session
Your page is sent to your
bank for approval. Bank
approvals typically take
4-7 working days*
8.
Your page goes live
within 1 working
day of sign off
2
Checklist for your eDirectDebit Setup Session
Key information we’ll need ahead of your 30min-1hr Setup Session with
Rapidata’s Client Support Team.
Organisation details:
Main Contact:
Full Name
Address
Job Title
Telephone
Organisation Name
Web Address
Email Address
Data Contact:
Billing Contact:
Full Name
Full Name
Job Title
Job Title
Telephone
Telephone
Email Address
Email Address
Service User Number (SUN) Details:
SUN Number
SUN Name
SUN Address
Target Live Date:
(DD/MM/YYYY)
Amounts (£) you would like shown on your eDirectDebit page
Payment frequencies you would like to offer e.g. Monthly, Quarterly,
Half Yearly, Annually, or All
Collection dates you would like to offer
Email confirmation ‘From’ address. This is the sender name and email address you
would like your payers to see on their confirmation email
3
Client Support: support@rapidata.co.uk | 01293 60 11 10
Configuring your eDirect Debit page content & settings
Page layout preference
Please choose a layout for your page. Should you choose to include a page column,
it could include information such as membership options and/or types, a donation
amount “shopping list”, or commercial details.
YOUR LOGO
place your branding
HERE
Page footer text
Fully branding your page
Items to include
here: Your charity/
company number
and contact details.
Add your page banner here.
Along with your logo and
branding, this can include any
imagery associated with your
specific campaign.
YOUR LOGO
YOUR LOGO
place your branding
place your branding
HERE
HERE
Full Screen
YOUR LOGO
Left Hand Column
YOUR LOGO
place your branding
place your branding
HERE
HERE
Right Hand Column
Left & Right Hand Column
4
Configuring your eDirect Debit page continued...
YOUR LOGO
place your branding
HERE
Gift Aid (Charity Only)
Gift Aid declaration and
data capture settings as
required
Custom questions
You can add custom questions or User
Defined Fields (UDFs) at the and of each
step of the Direct Debit setup process.
Common UDFs: What prompted you to
sign up? Where did you hear about us?
Fund designation, T-shirt size - free with
membership, Donation in memory of...
Configuration options: checkbox,
dropdown, radio button, text box or
text area.
5
Client Support: support@rapidata.co.uk | 01293 60 11 10
Configuring your eDirect Debit page continued...
YOUR LOGO
place your branding
HERE
Data capture options
In this section you can also
choose to request or make
mandatory additional details such
as telephone number or date of
birth. You can also add a User
Defined Field (UDF) here.
Marketing
Permissions
Communication opt-in(s).
Configured based on
your requirements.
6
Configuring your eDirect Debit page continued...
YOUR LOGO
place your branding
HERE
Social media sharing
You can allow your payers
to share news of their
payment on Facebook,
Twitter or LinkedIn.
Return URL
You can specify a page
on your website where
payers will be directed
once their Direct Debit
has been set up.
7
Client Support: support@rapidata.co.uk | 01293 60 11 10
Configuring your eDirect Debit page continued...
Email confirmation
‘From’ address
Email address and name
you would like your
payers to see on their
confirmation email.
YOUR LOGO
place your branding
HERE
Email confirmation
text
You can customise the
following sections of your
confirmation email. Or if
you prefer, you can send
a completely different
email. We’ll work with
you on this in your setup
session.
8
Configuring your eDirect Debit page continued...
Google Analytics is a service offered by Google that generates
detailed statistics about a website’s traffic and traffic sources
and measures conversions and sales. It’s the most widely used
website statistics service.
Google Analytics can track visitors from all referrers, including
search engines and social networks, direct visits and referring
sites. It also displays advertising, pay-per-click networks,
email marketing and digital collateral such as links within PDF
documents.
We know how Important analysing the success of your pages is,
so we have added the advanced Google Analytics tracking to all
the eDirectDebit pages you setup. We’ll just need your Google
Analytics tracking code to add to your page.
9
Client Support: support@rapidata.co.uk | 01293 60 11 10
There is so much that can be done with your eDirectDebit pages.
You have Full Control
Create beautiful looking online Direct Debit pages easily and quickly, with you in full control
of the brand and how you want to capture the Direct Debit details.
Unlimited
One is never enough. Once you have created one eDirectDebit page, we have given you the
power to add an unlimited number of pages whether it’s for various price plans, products,
campaigns or for testing what page works best.
Mobile Device Responsive
eDirectDebit has been designed to work effortlessly on mobile devices, helping your payers
sign-up easily regardless of what smart phone or tablet they are using.
You are now switched on to create, edit and publish
your online Direct Debit pages.
10
Rapidata Services Plc
Pinnacle
Station Way
Crawley
West Sussex
RH10 1JH
Main Tel. 01293 601111
Support Tel. 01293 601110
Company No. 3311791
Registered in England & Wales
VAT No. 683 5007 33