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Trio Logo On-Demand: Payment System
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Trio’s online donation & payment system is a great way for any organization, non-profit or association to accept donations and payments online.
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How it Works
  1. Apply for an account online; approval is within 24 hours by email.
  2. Copy & paste code into your existing website.
  3. Default pages allow you to be up and running in about 15 minutes.
  4. Choose a private or in-house merchant account. Private accounts allow direct deposits into your bank account within 24 hours. In-house accounts receive payments via check twice per month. See Pricing.

What does it offer?

The Click & Pledge Trio is a comprehensive online solution for accepting donations, pledges, online payments, selling items and more. Through an easy to use interface, checkout pages may be designed and populated for specific uses. Depending on the selected design, each checkout page may be custom designed to provide the products and services you offer.

Here are some examples of the applications that the Checkout system is designed for:

  • Accepting Donations
  • Selling Products & Services
  • Selling Tickets
  • Accepting Membership Dues and Renewals
  • Conference & Meeting Registration
  • Accepting Service Fees Plus, so much more…

What does it offer?

Category Feature Friendly Single Page Classic Single Page Catalogue System Shopping Basket
Click for demo   demo demo demo demo

Donations

  Accept donations Checked Checked Checked  
Give away premiums     Checked  
Token value     Checked  
Recurring payments Checked Checked Checked Checked
Multiple choice donations Checked Checked Checked  
Single value donations     Checked  
Schedule items to appear     Checked  

Products

   Sell products Checked   Checked Checked
Sell products with Options Checked   Checked  
Purchase different options together Checked   Checked  
Add sales tax     Checked Checked
Offer quantity discounts     Checked Checked
Apply shipping charges by product or total     Checked Checked
Add pictures for products & options Checked   Checked  
Sell only to product inventory     Checked  
Sell only to option inventory     Checked  

Receipts

Click for a sample receipt
    Tax compliant receipts Checked Checked Checked Checked
Item specific thank you message     Checked Checked
Time zone specific receipt Checked Checked Checked Checked
PDF receipt as an attachment Checked Checked Checked Checked

Customization

      Customized questions Checked Checked Checked Checked
Customized question groups Checked Checked Checked Checked
Item specific questions and text fields     Checked  
Logos & banners Checked Checked Checked  
Colors Checked Checked Checked  
Terms & conditions Checked Checked Checked  
Multi-Language [Multi-Language [English, Spanish, French, Italian, German, Russian, Portuguese, Chinese, Japanese] Checked Checked Checked  
In Honor of / In Memory of Checked Checked Checked Checked
Thank you redirect Checked Checked Checked Checked

Notifications

Global notify email Checked Checked Checked Checked
Item notify email     Checked Checked
Option notify email     Checked Checked

Administration

  Define users with different permissions Checked Checked Checked Checked
Wizards Checked Checked    

Reporting

Build-Your-Own customized reports Checked Checked Checked Checked
Save your customized reports Checked Checked Checked Checked
CSV Checked Checked Checked Checked

Programming

 
     POST Data       Checked
GET Data       Checked
POST pre-defined product & item description       Checked
[coming soon]
POST Through XML       Checked
[coming soon]

What is it all about?

There are two choices available when applying for an account:

  • The in-house account
  • The merchant account

While there is no difference between the capabilities of these two accounts, there are big differences in how you receive your money, as well as the costs associated with each account.

In-House Account: Payments processed using the in-house account appear as paid to Click & Pledge on your patron's credit card statement. Transactions are paid out from Click & Pledge monthly, bi-monthly, or quarterly. Statements are cut-off eight days prior to the check issue date.

Merchant Account: Payments processed using the merchant account appear as paid to your organization on your patron's credit card statement. Payments are typically settled within 48 hours and are directly deposited into your bank account.

The following provides an overview of fees and benefits of each account.

Cost description In-house account Merchant account
Set up $50 $50
Merchant Account Application $0 $100
Per Transaction rate 4.5% 3.95%
Per transaction gateway fee $0.35/transaction $0.35/authorization request*
Monthly fee $0 $25
Check fee $2.50 $0.0

* $0.35 gateway fee is based on each authorization request.

What are the advantages of the two account types?

description In-house account Merchant account
Name on credit card statement Click & Pledge Your organization's name
Settlement Checks mailed monthly, bi-monthly or quarterly. Statement cut-off date is 8 days prior to payment. 48 hours
Payment method Checks mailed on monthly, bi-monthly or quarterly. ACH bank transfer
Minimum check $75 No minimum- daily settlement - deposited in 48 hours.

What does it look like?

Based on a flexible checkout system, the system offers various designs and templates. There are no limits on the number of checkout pages or features that may be used. The following are examples of each of the templates:

easy-Pages:

Designed for specific tasks addressing such needs as accepting donations, or selling a single product with or without options.

  • Classic Design: Offering a radio button donation selection with optional custom form fields (up to 3), recurring donation, and terms & conditions. [Click for demo]

  • Friendly Design: Offering a radio button donation selection and a product with options with optional custom form fields (up to 3), recurring donation, and terms & conditions. [Click for demo]

Catalogue-Pages:

Offering a full array of features, the catalogue page allows the patron to add items to the cart prior to checkout. Full customization allows for uploading pictures, changing colors, enabling such features as recurring transactions, defining shipping methods & rates, taxes, discounts (fixed amount or percentage based on quantity or price), gifts & in memory of, terms & conditions, unlimited custom form fields as simple text boxes, checkboxes, radio buttons and pull down menus. [Click for demo]

Shopping Cart:

Designed for programmers and developers that wish to have the product listing and initial patron interaction to be done on their webpage. Please see the manual for details.


What are some of the questions that others ask?

Do we need a merchant account to use Click & Pledge?

Not at all, you may select to have an in-house account, or merchant account, it’s completely up to you. Please click on the “Pricing” tab to see details of the differences between the two accounts.

Do we need to send the donors a receipt for the donation?

No, the payment system sends automatic receipts once the transaction has been completed. Each email receipt also includes a PDF attachment designed for printing. Click to see a sample of the receipt: Receipt sample

Is there a limit to the number of checkout pages I can create?

There is absolutely no limit to the number of checkout pages you may create, nor a limit on how many products and donation items you may place on each page. Limitless possibilities, that’s the power of Trio!

Can we use Click & Pledge for selling event tickets?

You may sell event tickets, tee shirts, hats, memberships, books and more.

How can we offer quantity discounts?

Discounting may be set up for any product item through the administrative system under the product setup pages.

Our organization uses a donor management database, how can we import Click & Pledge data to that database?

A number of native imports are built-in the administrative system allowing for export from Click & Pledge and import to the donor database. Two different formats are available, CSV & XML. Exported data may easily be imported into any database.

How can we integrate Click & Pledge with our site's shopping basket?

Through advanced integration with the payment system, shopping basket integration allows the patron to make the selection through the custom program and pay through the shopping cart payment system. Read more.

Are there webinars that we can attend to see an overview of the product?

Yes, we offer FREE webinars to educate and train our clients on the features and best practices on all aspects of Trio. Visit the webinar schedule page to view a listing of FREE upcoming webinars.

How can I add a button to link to the payment page?

Visit the button gallery and choose a button from the designs offered. You may also create your own graphic and link it to the payment page. See the button gallery for details.

Is Click & Pledge Payment Card Industry (PCI) certified and how secure is our information?

Yes, Click & Pledge has maintained PCI certification since we began business in 2001 and we will continue to maintain our certification by abiding by the security practices set forth both by PCI and our personal companies very high standards. [LEARN MORE]

How do you protect our donor's information and what is your privacy policy?

ClickandPledge.com Corporation is a certified licensee of the TRUSTe® Privacy Program and abides by the EU Safe Harbor Framework as outlined by the U.S. Department of Commerce and the European Union. We also follow the HIPAA privacy guidelines. See our privacy statement.


If you are a programmer

An advanced programming interface is available for programmers that wish to create customized forms on their website. Details are available in the manual at: Advanced Features. The following is an example of how the advanced features may be used. Click on "Add to Basket" button to add items dynamically to a Shipping Cart.

Coffee Cup
Beautiful porcelain coffee cup filled with hot coffee will be shipped directly to your door. Not responsible for coffee if it spills during shipping. [$20 with $10 tax deductible, $1 tax + shipping]
Elvis Poster
10'x20' poster of Elvis designed to cover any wall as long as it is not more than 10' wide and 20' tall. [$100 with shipping and $5 tax]
Enter quantity
Ticket
An old ticket to the award banquet. Priced at half it’s original price. It was a great deal at full price, so at half price it should be even better. [$5]

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