How do I set up volunteers to take in-person payments with SuccessFund card readers?
SuccessFund makes it easy for volunteers to take payments, scan receipts, and manage orders—no login required. All they need is your campaign’s 6-character Volunteer Code.
1. Ensure Your Campaign Is Live
Before volunteers can accept payments:
- Your campaign must be approved and live
- You must have products added to the campaign
2. Share the Volunteer Code
Each campaign has a unique 6-character Volunteer Code that grants volunteers access.
To find and share it:
- From a web browser, open your campaign and go to the Collaborators tab
- Copy the Volunteer Code and share it with volunteers.
- Volunteers can also be added directly from the mobile app by someone already logged into the campaign. To do this: open the app, open the campaign, tap More (bottom right), then tap Add Volunteers.
When volunteers use the code, they’ll be prompted to enter their name, allowing you to track sales by individual.
You can expire a code at any time from the Collaborators tab. Volunteers who used it will immediately lose access.
3. Volunteers Download the App
Volunteers should download the SuccessFund mobile app on their personal device (or a school-provided one).
They can search for it in the app store, or scan the QR code on the back of the card reader to download it quickly.
4. Log In Using the Volunteer Code
On the app’s home screen, tap Have a Volunteer Code? and enter the 6-character code. Volunteers will enter their name to get started.
This gives them secure access to:
- Take card, Venmo, and cash payments
- Scan and redeem receipts
- Look up orders
If your receipts don’t include QR codes, enable them:
From a browser, open your campaign → click Edit → go to Checkout → toggle on Include a scannable code in each transaction receipt.
5. Connect the Card Reader (if needed)
To pair a card reader:
- Open the campaign in the app
- Begin a card payment to trigger the reader connection
Once connected, the volunteer is ready to go.