Integrating Connect (DAFpay)
Reference for initializing DAFpay using React or JavaScript SDK
Recommended Implementation
Enable by Default: DAFpay supports transactions for all eligible 501(c)(3) organizations, allowing DAFpay to function on a donation form prior to the completion of the nonprofit’s onboarding with Chariot. Thus, we advise setting DAFpay as a default payment option across your donation pages. This will improve fundraising outcomes and help develop relationships with key donors!
Express Checkout Option: DAFpay offers the capability to automatically gather crucial donor information, such as names, email addresses, physical addresses, and more. Additionally, DAFpay provides Intelligent Donation Recommendations, taking into account factors like the donor’s account balance. For this reason, we recommend featuring DAFpay as an Express Checkout option, making it visible early in the donation process, before donors are prompted to input their information or decide on a donation amount. This enhances conversion rates and encourages larger donations.
Please don’t hesitate to contact us at support@givechariot.com with any questions!
Installation
Chariot Connect (DAFpay button) comes as a small JavaScript package. It can be loaded directly from the Chariot CDN or installed via NPM or Yarn. When loading from the CDN, it must always be loaded directly from https://cdn.givechariot.com, rather than included in a bundle or hosted yourself.
Add Chariot Connect
Chariot provides a simple-to-use web component that allows you to implement the Chariot Connect (DAFpay) button with a single line. Add Chariot-Connect component where you want the DAFpay button to appear.
A nonprofit’s cid
(Connect ID) should be retrieved from your database after the nonprofit has been registered with Chariot.
Note: For testing purposes in the sandbox environment the following credentials will log in to any DAF provider.
Pre-populate data into your Connect Session
Chariot accepts information before it launches a Connect session.
To provide this information, leverage the onDonationRequest
function from the Chariot element.
As suggested above, pre-populating this information is completely optional, however you can use metadata if you want to associate the payment or session with any data in your system.
The given donation data must match the following schema to be accepted by Chariot:
Capture your grant intent
When a user completes a Chariot Connect session you will receive a grant intent. After you submit your own donation form, don’t forget to call the Create Grant API to complete the transaction.
Most workflows proceed as follows:
- 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 such as additional contact information you can do so at this step. If the Chariot Connect session is the last step in your donation form this is not necessary.
- Submit your own donation form before converting the grant intent into a completed grant.
- Have your backend call Chariot’s Create Grant API to complete the grant (and capture the grant intent).
Submitting your own donation form before capturing the grant ensures consistency between your systems and Chariot.
Response Objects
Exit Reasons
Recurring Donations (Beta)
Chariot enables a donor to not only initiate a one-time grant, but also allows donors to initiate recurring grants through their Donor Advised Fund.
Currently, Chariot allows donors to submit MONTHLY
recurring grants for all of our DAF integrations, however we are actively trying to expand this functionality across all of our various integrations.
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.
If your platform is interested in leveraging DAFpay to power recurring donations, please reach to the Chariot team directly.
When a user completes a Chariot Connect session for a recurring donation, instead of receiving a grant intent as part of the CHARIOT_SUCCESS
event, you will receive a recurringGrantIntent
.
After you submit your own donation form, don’t forget to call the Create Recurring Grant API to complete the transaction.
Note that if your platform enables recurring donations through Chariot, you will need to differentiate which of Chariot’s APIs you use to capture the donation based on the information of the CHARIOT_SUCCESS
event.
Advanced Customizations
Disabling Chariot Connect
To prevent Connect from initiating until form validation is performed, passing false
to the onDonationRequest will stop the button from launching.