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About the PayPal & Venmo Add-On

Updated this week

To modernize your fundraising, enable the PayPal and Venmo add-on in Bloomerang CRM.

PayPal and Venmo are payment services that help people send and receive money online. When you enable the add-on, PayPal and Venmo payment buttons appear on your online giving forms. Donors can make a one-time donation and pay with any method saved in their PayPal or Venmo account—credit and debit cards, bank accounts, gift cards, and account balances.

When your supporters can use a favorite, trusted payment service to donate with ease, they’re more likely to give. Additional payment methods can also help attract new donors.

This article explains how the add-on works. To enable the add-on, view Enable the PayPal & Venmo Add-On.

Requirements

To use this add-on, you must:

  • Connect to the Bloomerang Payments processor. The PayPal & Venmo add-on is available exclusively for customers who use Bloomerang Payments.

  • In the settings for your online giving form, select Bloomerang Payments as the transaction processor. For instructions, view Create Online Giving Forms.

If you disconnect the Bloomerang Payments processor, the PayPal & Venmo add-on automatically disconnects, and PayPal & Venmo no longer appear as payment options on your online giving forms.

Donors can use PayPal and Venmo to pay for one-time donations, but not for recurring donations or pledges. For information about recurring donations in existing PayPal accounts, view the Existing PayPal Accounts section on this page.

How It Works

Enable the Add-On

In Bloomerang CRM, enable the PayPal & Venmo add-on. We’ll prompt you to enter your business information, which we’ll send to PayPal.

PayPal Verifies Your Information

PayPal verifies the information you submit, which takes one to three business days. PayPal might require you to upload additional identification documents.

While PayPal verifies your business information, the PayPal & Venmo status in Bloomerang CRM is Pending. After PayPal verifies your business information, the PayPal & Venmo status in Bloomerang CRM changes to Connected. We’ll also email you when the status changes.

For information about how to view the status in Bloomerang CRM, view Enable the PayPal & Venmo Add-On.

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PayPal and Venmo Buttons Appear on Giving Forms

While the status is Pending, PayPal and Venmo payment buttons appear automatically on:

  • New and existing Bloomerang-hosted online giving forms

  • New and existing standard online giving forms. These are forms that you embed on your website by copying a short JavaScript snippet from Bloomerang CRM.

If you have existing custom self-hosted forms embedded on your website, you must complete an additional step after PayPal verifies your information: Regenerate the full form code and copy the full form code to your website.

While the status is Pending, you can accept up to $500 in payments from PayPal and Venmo combined. After the status changes to Connected, this limit no longer applies.

PayPal and Venmo buttons appear in addition to other payment methods. You cannot configure your forms to accept only PayPal and Venmo payments.

Note: In Bloomerang CRM, PayPal and Venmo buttons appear only on online giving forms.

Donors Give Online

Donors visit your website and click to donate.

On your online giving form, donors select PayPal or Venmo from the payment method list. They can also select to help cover processing fees if you enabled that option in the form settings.

To pay with PayPal or Venmo, donors must make a one-time donation. If a donor selects Show my support by making this a monthly donation and pays with PayPal or Venmo, the donation is processed as a one-time donation. A recurring donation schedule is not created.

Donors Pay with PayPal

To complete the payment, donors click either PayPal or Venmo

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Donors who click PayPal see a prompt to sign in to a PayPal account. Donors can also create a new PayPal account and pay for their donation at the same time.

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Donors Pay with Venmo

If donors click Venmo on a mobile device:

  • The Venmo app opens.

  • If the app isn’t installed, donors are prompted to download and install it.

If donors click Venmo on a computer:

  • A QR code appears. A QR code is a special barcode that mobile devices can read.

  • On their mobile phones, donors use a QR app to scan the QR code that appears on the computer screen.

  • The Venmo app opens on the mobile device.

  • Donors pay for the donation in the Venmo app.

Bloomerang CRM Processes Payments

Bloomerang CRM processes PayPal and Venmo payments. To understand how the connection to PayPal works, view the Bloomerang CRM Connection to PayPal and Venmo section on this page.

If you enable email receipts, Bloomerang CRM emails a transaction receipt to donors.

PayPal Sends You Payouts

PayPal sends daily payouts to your organization. You can view the payout date and total in Bloomerang CRM.

For information about how to view payouts, view Bloomerang Payments Payouts.

To change the bank account on record, email [email protected].

View PayPal and Venmo Transactions

PayPal and Venmo transactions appear on the constituent timelines in Bloomerang CRM. In the donation details, Processed by PayPal or Processed by Venmo appears.

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You can also run reports to view PayPal and Venmo transactions processed in Bloomerang CRM.

For example, create a transaction report. Add the Method filter and select PayPal and Venmo.

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Add the Online Form filter and select one or more of your online giving forms. The report results show constituents who used that form to donate, and who used PayPal or Venmo to pay.

In the report list, add the Method column to see the payment method.

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For more information about how to run reports, view Create Reports.

Refund PayPal and Venmo Transactions

You can refund PayPal or Venmo transactions directly in Bloomerang CRM.

The refunded amount returns to the original PayPal or Venmo payment method. In Bloomerang CRM, the constituent’s transaction history reflects the refund.
For information about refunds, view Refund or Delete Donations.

Bloomerang CRM Connection to PayPal and Venmo

When you enable the PayPal & Venmo add-on, Bloomerang CRM manages the connection to PayPal and Venmo for you. Bloomerang CRM acts as the Merchant of Record, the intermediary between your organization and PayPal/Venmo.

With this add-on, you do not create separate PayPal and Venmo business accounts. This means you can easily accept payments without spending time on PayPal and Venmo account management.

PayPal owns Venmo. When you enable this add-on, Bloomerang CRM connects to both PayPal and Venmo so your donors have both options. You cannot connect to only PayPal or only Venmo.

Existing PayPal and Venmo Accounts

Bloomerang CRM manages the PayPal connection for you, which means you cannot connect to an existing PayPal or Venmo account in Bloomerang CRM.

If you continue to process donations outside of Bloomerang CRM in an existing PayPal or Venmo account, including fundraising through QR codes, you can:

For more information about entering historical transactions, view Payment Methods.

If you have an existing PayPal business account that includes recurring donation schedules, you cannot migrate those schedules to Bloomerang CRM at this time.

Transaction Fees

Fees for PayPal and Venmo transactions are calculated per transaction. For information about transaction fees, view Payment Processing Pricing.

There is no cost to enable the PayPal & Venmo add-on.

Security

PayPal security measures help protect your organization and constituents. Take advantage of PayPal fraud monitoring and prevention, buyer and seller protections, encryption, and PCI compliance.

For more information about security, view PayPal Security Technology on the PayPal website.

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