Integrating Connect

Collecting Form Data

DAFpay can auto-populate the donor contact fields or your platform can pass donor information directly into the onDonationRequest.

Option 1: Express Checkout

Chariot offers “Express Checkout” where the Chariot Connect modal pulls the donor’s name, email, phone and address information from their account with the DAF provider. This allows for “one-click” checkout experiences and removes the need for a donor to fill out a lengthy form before making a DAF donation. The user always has the ability to review their information and make changes before submission.

Option 2: Pre-Populated Data

You can pass form information to Chariot before launching a Connect session. To provide this information, leverage the onDonationRequest function from the Chariot element.

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// get the element from the DOM
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const chariot = document.getElementById("chariot")
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// provide a callback that returns the donation data
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chariot.onDonationRequest(async () => {
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  return {
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    amount: 25000, //this is $250.00 USD
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    firstName: "Michael",
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    lastName: "Scott",
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    email: "michaelScott@theoffice.com",
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    address: {
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      line1: "123 Main St",
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      line2: "Suite 4",
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      city: "New York",
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      state: "NY",
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      postalCode: "12345"
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    },
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    designation: "My Special Designation",
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    metadata: {
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      fundraiserTag: "marathon"
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    },
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  }
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})

The given donation data must match the following schema to be accepted by Chariot:

Disabling Connect

To prevent the DAFpay button from launching until form validation is performed, pass false to the onDonationRequest.

Capturing Grant Intents

When a user completes a Chariot Connect session you will receive a grant intent.

Most workflows proceed as follows:

1. Listen for the CHARIOT_SUCCESS event to receive the grant intent after a Chariot Connect session.
   • If you would like to collect any additional information from the user (i.e., Fee Coverage Prefences) you can do so at this step. However, if the Chariot Connect session is the last step in your donation form this is not necessary.
2. Submit your own donation form before converting the grant intent into a completed grant.
3. Have your backend call Chariot’s Create Grant API to complete the grant (and capture the grant intent).

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// get the element from the DOM
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const chariot = document.getElementById('chariot');
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chariot.addEventListener('CHARIOT_SUCCESS', ({ detail }) => {
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    // Record the grant intent information so that you can
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    // capture the transaction once your form is submitted.
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});

Response Objects

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  {
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    "workflowSessionId":"79e772be-547d-4c9c-8b76-4ac4ed4c441a", //Id of the Connect session
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    "grantIntent": {
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      "userFriendlyId": "100020", //The user-friendly identifier for the grant intent
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      "fundId": "bbf485dd-a056-4a9d-89a8-06e201cdbf7f", //Id of the donor advised fund
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      "amount": 2000, //The grant amount expressed in units of cents; USD only
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      "metadata": {} // The same metadata object that was passed in the onDonationRequest callback referenced above
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    }
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  }

Exit Reasons

Donation Amount Changes

If a donor tries to submit a grant request for an amount that exceeds their current account balance, Connect will alert the donor and suggest the donor to adjust the donation amount to the available account balance.

Additionally, if a Donor Advised Fund platform has a minimum donation requirement, Connect will alert donors of this requirement and suggest the donor to alter the donation size to match the minimum threshold for submission.

Loading Screen

Occasionally, there may be a delay between clicking “Donate” on DAFpay and being redirected to the organization’s confirmation page. To provide an intuitive user experience, make sure to implement an intermediary loading screen to notify the donor that their gift is being processed and that they should avoid navigating away from the page during this time.

This loading screen should be displayed between the time you receive the CHARIOT_SUCCESS event and the time your systems have successfully processed the grant by calling the Create Grant route.

Unintegrated DAF Providers

Unintegrated Grants represent a donors intention to donate from a DAF provider that DAFpay is not yet integrated with.

Unintegrated grants will be marked with an unknown status.

• Use the List Unintegrated Grants API to access details such as gift amount, DAF provider name, and donor information.
• You can simulate the Unintegrated Grants flow on our demo page by selecting The Boston Foundation.

If unintegrated grants are enabled, the modal automatically closes after the user enters their donation information allowing you to record the gift intent in your system. When the modal closes, the CHARIOT_EXIT event will fire with the exit reason UNINTEGRATED_GRANT_CONFIRMED.

DAFpay will also send an email directly to the donor reiterating the instructions.

Recurring Donations

Recurring donations are a powerful way to generate consistent revenue streams for nonprofits and they make up a large majority of the DAF grants that are distributed to charity each year. Chariot enables a donor to not only initiate a one-time grant, but also allows donors to initiate MONTHLY recurring grants through their Donor Advised Fund.

When a user completes a Chariot Connect session for a recurring donation, instead of receiving a grantIntent as part of the CHARIOT_SUCCESS event, you will receive a recurringGrantIntent.

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  {
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    "workflowSessionId":"79e772be-547d-4c9c-8b76-4ac4ed4c441a", //Id of the Connect session
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    "recurringGrantIntent": {
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      "userFriendlyId": "100020", //The user-friendly identifier for the grant intent
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      "fundId": "bbf485dd-a056-4a9d-89a8-06e201cdbf7f", //Id of the donor advised fund
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      "amount": 2000, //The grant amount expressed in units of cents; USD only
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      "frequency": "MONTHLY", // The frequency of the recurring schedule for the donation
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      "metadata": {} // The same metadata object that was passed in the onDonationRequest callback referenced above
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    }
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  }

After you submit your own donation form, don’t forget to call the Create Recurring Grant API to complete the transaction.