Equip your MOTO team with iDonate.
Many nonprofit customers use phone-a-thon type events in their fundraising. Donations made during these events can involve donors calling a phone bank established by the nonprofit and manned by volunteers. Donors call the phone bank and provide their credit card information and gift amount to a volunteer.
iDonate Payments and the iDonate Platform support the acceptance of these card-not-present donations while maintaining PCI-compliance.
Each merchant/nonprofit is capable of key entering a donation amount. These type transactions are called MOTO (Mail Order/Telephone Order) transactions. Using the iDonate giving embed interface, nonprofits have a "virtual terminal" tool complete MOTO transactions without PCI issues. While on the phone with a donor, a nonprofit staff member or volunteer captures the donor card information and amount by entering the data directly into an iDonate giving embed.
PCI compliance is an important safeguard in protecting a donor's card information during nonprofit donation transactions (or merchant transactions as well).
A MOTO transaction type IS a PCI-compliant transaction as long as the nonprofit staff member or volunteer taking the card information keys it directly into the iDonate software without “storing” it anywhere before doing so.
For instance, if an employee first writes down the card information on a piece of paper before turning around and keying that info into an iDonate giving embed or an iDonate virtual terminal, the transaction is no longer a PCI-compliant transaction . Writing the card information down is considered “storage” of card information which removes the protection of PCI Compliance.
Please contact the iDonate Support Team with any other questions or information needs.
Entering Card-Not-Present Donations
Summarized, the objective is to put a Giving Form on a blank webpage, then let your team use that Giving Form to enter payment data given to them by donors. For a refresher on how to add a Giving Form to a webpage, please refer to Add a Giving Form to Your Website.