setting up, managing, and reconciling your credit card program

Using Blackbaud CRM with Blackbaud Merchant Services PRESENTED BY: PAIGE ANDERSON & DIANA HIMES

Managing Your Credit Card Programs with BBCRM and BBMS

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Processing Credit Cards in Blackbaud CRM (BBCRM)

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How Do I Process Credit Cards in BBCRM?

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What is Blackbaud Payment Service?

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• Integrates with your program to store sensitive credit card and merchant account information in a secure environment.

• Replaces credit card numbers with reference tokens.

• Uses the reference tokens to match the transactions to credit card info.

What is Blackbaud Merchant Services?

• End to end credit card processing through Blackbaud applications

• Supports Visa, MasterCard, American Express, and Discover

• Manage the service using the Merchant Services Web portal

• Processed weekly and net funds deposited into client’s bank account

• Use the Treasury function in Blackbaud CRM to manage suspect transactions

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Tell Us What You Think

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Which is the Correct Service?

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• Which service…

• Replaces credit card numbers with reference tokens?

• Uses a Web Portal to manage the service?

• Stores the valid from and expiration date of a credit card?

• Manages chargeback transactions from the Treasury functional area in Blackbaud CRM?

When asked, respond with Blackbaud Payment Service or Blackbaud Merchant Services.

Benefits of Using Blackbaud Merchant Services

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What are the Benefits? • It’s Easy

• Spend more time on your mission and less on bookkeeping.

• Savings Made Simple • OneRATE means no hidden fees or surprises on your bill.

• Safe and Secure

• PCI-compliant that features the Blackbaud Vault, which encrypts sensitive information.

• Comprehensive screening for detecting payment fraud.

• Payments on the Go • Integrates with Blackbaud MobilePay™ to process credit

card payments from mobile devices.

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Why is it Easy?

DEMONSTRATION

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What are the Savings?

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• Lower fees for services offered than other providers.

• Most of these services are provided at no additional cost.

How is it Safe and Secure?

DEMONSTRATION

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Why Use Mobile?

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• The percentage of donations made on mobile web browsers has grown 205% in the last 12 months.

Source: Artez Interactive

• 62% of Generation Y donors would give by mobile phone. Source: Next Generation of American Giving Report

• 60% of millennials give an average of

$481 to charitable causes annually. Most say they would give via mobile phone.

Source: Forbes

Tell Us What You Think

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Which Benefit Resonates with You?

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Benefits:

• It’s Easy

• Savings Made Simple

• Safe and Secure

• Payments on the Go

When asked, respond with the benefit that resonates with you and explain why.

Additional Information

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Click a graphic to learn more

about Credit Card Processing.

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Don’t forget to complete a session survey! Each completed survey enters you into a drawing to win a complimentary registration to bbcon 2015 in Austin, Texas*.

*Blackbaud reserves the right to change or withdraw this promotion at any time, without advance notice. Promotion has no cash value and may not be exchanged, applied to, or combined with any other offer.

Feeling powered on for your mission?