Enrolling in Engage
Enrolling in Engage involves several steps.
Engage is bundled with most CDM+ Plans. To use Engage, you need:
- Related CDM+ Programs such as Membership, Contributions, Accounting, or Registration
- Any SAAS subscription (includes all new sales) or a CDM+ Cloud subscription
- The current version of CDM+
Contact our sales team at firstname.lastname@example.org or 877-891-4236 to order Engage and any pre-requisites you may need.
Check out this webinar for a walkthrough on everything Engage provides, and this webinar for a deep dive into using Engage for members and small groups.
Create a Merchant Account with Stewardship Technology
Engage manages credit card, debit card, and ACH (checking/saving account) transactions through our payment processing partner, Stewardship. A merchant account with Stewardship Technology is required before Engage can accept any payments.
Applying for a merchant account
Once Engage is ordered, you will need to complete the Merchant Account Application and attach supporting documents.
Review the application for instructions on how to submit it to Suran Systems, Inc.
Receiving a merchant account
Once your application is processed, Suran staff will connect your Engage account and CDM+ database to your merchant account. You will receive a notice your merchant account has been created. If there is a problem creating your account, Suran staff will contact you to address the problem and re-submit your application.
Changing the settlement account
When submitting the initial merchant account information, you will specify the bank account where funds will be deposited (settled). If you later need to change this bank account, you can do so using the Settlement Account Change Form.
Changing accepted payment methods
Your merchant application will specify if you want to accept payment by bank account, MasterCard, Visa, American Express, or Discover. If you want to change which of these payment methods you accept after submitting your merchant account please email email@example.com with your requested change. Indicate:
- Your name
- Your church/organization's name
- Your church/organization's city and state
- Which payment methods you want to add or remove
Customer service will reply once these changes are made. There is no charge to add or remove payment methods.
Cancel recurring gifts
Prior to canceling Engage, it is strongly recommended you locate all givers with active gifts and cancel their gifts. This will ensure there are no unexpected transactions.
See Finding who has active recurring giving to locate these givers, then Administer Member Giving for how to cancel gifts on a giver's behalf.
You may also want to wait a week or so to ensure final deposits have settled properly into your bank account.
Contact CDM+ customer service to inform them of your intent to cancel Engage. You will be given a cancellation form to complete and return. Customer Service will confirm your cancellation upon receipt of a completed cancellation form.
It is your responsibility to ensure Customer Service receives your cancellation form. Cancellation must be confirmed before services and their fees will be cancelled.
If you cancel text giving and later re-enroll, you will be given a new phone number for receiving texts.