Fundraising platforms

Moov is your single vendor for fundraising with flexible payment options and easy funds management.

This guide focuses on the quickest and easiest way to get started with the features of Moov we think you’ll find most useful for the fundraising industry. Create a platform with recurring donations and flexible payment options like payment links and QR codes.

Moov offers a variety of integration options to get started. Use Drops or the Dashboard UIs for a low to no-code solution, or choose the API or one of many SDKs for more complex integrations.

For the purposes of this guide, we’ll provide Dashboard and API examples.

Save a card on file

When you link a card to your platform, you can choose to save it as a card on file for future use. This makes future donations easier, and also gives you access to Moov’s card account updater service (CAU).

CAU automatically updates payment information when a card has expired or been replaced, eliminating the need to contact donors to obtain new information.

When you link a card with the API, just set cardOnFile to true.

 1{
 2  "billingAddress": {
 3    "addressLine1": "123 Main Street",
 4    "city": "Denver",
 5    "stateOrProvince": "CO",
 6    "postalCode": "80301",
 7    "country": "US"
 8  },
 9  "cardCvv": "123",
10  "cardNumber": "4111111111111111",
11  "expiration": {
12    "month": "01",
13    "year": "28"
14  },
15  "holderName": "Jules Jackson",
16  "cardOnFile": true
17}

Read more about card payments in our documentation:

Card payments Card account updater

Explore payment options

While Moov offers a variety of payment options, payment links are the fastest way to engage donors. Send a URL or have donors scan a QR code for quick payment.

Additionally, when creating payments, you can create transfer groups. Transfer groups provide a way to associate multiple transfers together by a shared ID of the parent transfer. Transfer groups make the final beneficiary in a chain of transfers aware of incoming funds before they land in their account.

Make donations simple by creating payment links for donors. Payment links can be shared via email, SMS, or social media. When donors click on a link, they can pay using a credit card, debit card, or bank account.

A payment link can be sent as a URL or QR code. The clip below shows how to create a payment link in the Dashboard. You can also create payment links with the API.

To create a transfer group, just provide the transferID of the parent transfer as the source when creating a transfer with the API.

 1{
 2"amount": {
 3  "value": 100,
 4  "currency": "USD"
 5},
 6"source": {
 7  "paymentMethodID": "transferID"
 8},
 9"destination": {
10  "paymentMethodID": "UUID"
11},
12"description": "Optional transaction description."
13}

Read more about payment options in our documentation:

Payment links Transfer groups

Set up recurring donations

Recurring donations collect from donors on a regular basis, without the need for a donor to initiate a new payment each time. An initial payment is required before establishing a recurring schedule. Unscheduled payments which occur outside the set schedule can also be processed.

Use the transfers API to set up recurring payments.

Before setting up a recurring payment, an initial first recurring payment must be sent with a first-recurring transaction source.

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{
  "amount": {
    "value": 500,
    "currency": "USD"
  },
  "source": {
    "paymentMethodID": "ec7e1848-dc80-4ab0-8827-dd7fc0737b43",
    "cardDetails": {
      "transactionSource": "first-recurring"
    },
    "destination": {}
  }
}

Once an initial recurring payment has been processed, a recurring payments schedule can be set using the recurring transaction source.

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{
  "amount": {
    "value": 500,
    "currency": "USD"
  },
  "source": {
    "paymentMethodID": "ec7e1848-dc80-4ab0-8827-dd7fc0737b43",
    "cardDetails": {
      "transactionSource": "recurring"
    },
    "destination": {}
  }
}

Read more about recurring payments in our documentation:

Recurring payments

Set up automated payouts

Your Moov wallet gives you access to automatic payouts through sweeps. A sweep automatically initiates daily transfers to external bank accounts on a set schedule. You can choose to maintain a specific balance in your wallet to cover day-to-day operations, or to prevent a negative balance from refunds, disputes, and fees.

Navigate to Settings in the Dashboard to configure sweeps and set a minimum balance.

Configure sweeps and set a minimum balance with the accounts API.

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curl -X POST "https://api.moov.io/accounts/{accountID}/sweep-configs" \
  -H 'Authorization: Bearer {token}' \
  --data-raw '{
    "walletID": "UUID",
    "status": "enabled",
    "pushPaymentMethodID": "UUID",
    "pullPaymentMethodID":"UUID",
    "minimumBalance": "150.00"
  }'\

Read more about sweeps in our documentation:

Sweeps

Access your data reports

Data sync is a no-code feature that sends your Moov account data to Google BigQuery, allowing you to access your payment data in your own data warehouse.

Features of data sync include:

Access to near-real-time payments data in your data warehouse
No ETL required
Access and analyze data in BI tools connected to BigQuery, like Looker & Tableau
Granular control over access

You’ll need to contact us to set up a private data exchange with Google Analytics Hub.

Other resources

Test mode Dashboard Webhooks API SDKs