Event Checklist for Using Flipcause LIVE Mobile App

BEFORE YOUR EVENT

First, you’ll want to determine which tasks you will need to complete using Flipcause LIVE, how many volunteers you’ll need, and what kinds of mobile devices you will have available for your event. 


  1. Download the Flipcause LIVE mobile app
    1. Download for iOS (compatible with iOS 11.0 and above)
    2. Download for Android (compatible with Android version 4.4.0 and above)*
  2. Set up your Payment Profiles so the payments you process in the app have the correct tax-deductibility status, apply to the right campaign, and have the right sales tax associated with them. Here's how to set them up.
  3. Test each device you plan to use:
    • Turn off autofill in your device settings (on Android devices).
  4. Train your volunteers/staff: 
    • Have staff/volunteers check Payment Profiles on their devices.
    • Bonus Tip: Create sub-admin profiles for each of your volunteers.
  5. Secure internet connection at the event site. Internet connection will allow your organization to:
    • Accept payments using manual entry.
    • Allow better sync across devices when doing check-ins and check-outs.
  6. Have a backup plan. Internet connections can go down! Don't let it ruin your big event. We recommend printing a paper list of attendees and a list of volunteers as a backup and having a backup solution for taking payments in case the internet stops working.

DURING YOUR EVENT: PROCESSING & RECORDING PAYMENTS

  1. Make sure all devices have internet connection while using the Flipcause LIVE.

  2. Use a Payment Profile. This will ensure a correct tax receipt and tax-deductible amount, correct campaign attribution, and other details such as sales tax.

  3. Enter supporter name and email. Without this, the transaction won't record who the supporter was: your supporter won't receive an automated receipt, and this transaction's email, first name, and last name will be blank in your Flipcause records.

  4. Let the supporter know about their fee coverage options. On the signature page, make sure they see that the box to cover the fee is pre-checked, and let them know they can tap to uncheck it if they do not want to cover the fee. No surprises are necessary! 


IN-PERSON PAYMENT TRANSACTIONS

We understand how important it is to have payment functionality for in-person and live events. That's why we recommend using our text-to-give feature to assist and provide a hands-off opportunity for your supporters to engage with your organization. This feature is free with your Flipcause subscription, and many organizations have found much success in using this in replacement of card reader transactions!


If you want to learn more about our text-to-give feature, feel free to reach out to us, or you can also take a look here.