How do I set up Payment Types in Campaign Management? – FrontStream

Select the Organizations node in the CM navigation tree.
Expand your organization by clicking the plus sign.
Expand the Option Sets node from the navigation tree.
Select the Payment Types option.
Click the “Add a new Payment Type Set” link.
Fill in the fields provided.
Click “Save/Update.”
New fields will populate at the bottom of the page. Click the “Add a new Payment Type” link.
Fill in the fields provided.
- Standard Pledge Experience (SPE) – A pledging experience that follows this order: 1. Donor accesses donor site; 2. Donor chooses pledge type; 3. Donor chooses an amount to give and selects designations; and 4. Donor checks out.
- Dynamic Pledge Experience (DPE) – A pledging experience that can be configured to be pledge driven or designation driven.
- Impact Pledge Experience (IPE) – A pledging experience takes follows this order: 1. Donor accesses donor site; 2. Donor selects an agency; 3. Donor chooses a payment type and amount; and 4. Donor checks out.
Click the “Save/Update” link.
Click the stoplight to red to activate the Payment Type. When the stoplight is red, it is active.
Repeat steps 8-11 to add additional Payment Types.

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