Transfer Gateways

As mentioned earlier, transitioning to a new payment gateway is difficult due to the way the payment gateway providers control the credit card details. Once you set up your new payment gateway, you have two things to consider:

  1. You need to prevent people from setting up new giving transactions using the old gateway.
  2. You want people with scheduled transactions tied to the old gateway to transfer to the new gateway.

The first item is easily accomplished by changing the block setting on the Give Now page to use the new gateway. The second item is a bit trickier.

There are some block setting options on the Manage Giving Profiles page that will help people transfer their scheduled transactions to the new gateway. Consider adjusting these settings from the Scheduled Transaction List Lava block:

  • Gateway Filter: Setting a particular gateway here will cause only those scheduled transactions using this gateway to show up in the output list.
  • Transfer-To Gateway: When set, the Edit button becomes a Transfer button if the scheduled transaction's gateway does not match the transfer-to gateway. When users press the Transfer button, they will be taken to the Give Now page with many details from their existing transaction copied onto the form. Once the new transaction is completed, their old scheduled transaction is automatically deleted.
  • Transfer Button Text: This setting lets you control the text that appears on the transfer button.