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ADM - Round Up For Charity - Operator Guide
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ADM - Round Up For Charity - Operator Guide
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Table of Contents

Purpose

The Round Up For Charity feature on ADM allows customers to donate a portion of their purchase to a registered 501(c)(3) charity, foundation, or cause. The charity will be chosen by the operator in advance of the customer's transaction, and each location can be set to donate to a different cause. An operator can only associate one charity with each location, but multiple locations can donate to the same charity.

The round up amount is calculated as the final step: post discounts, deposits, and tax. The amount that is donated depends on how much is needed to "round up" to the nearest whole dollar. For example, if a customer's total is equal to $2.50, they will be asked if they would like to "round up" to $3.00, and have the $0.50 amount sent to charity. 

Transactions already at the whole dollar will not be rounded up. Round Up For Charity is not an option for cash transactions. 

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Request This Feature

This feature is not turned on by default. Please contact 365Support at (888) 365-6282 or support@365smartshop.com to have this feature enabled.

 

Compatible Devices

Round Up For Charity is compatible with the following devices:

  • PicoVend
  • V5 Micromarkets 

 

365's Suggested Charities 

Operators may choose to collect for any charities they would like at any of their locations. However, if you are looking for new charities to collect for, 365 has partnered with various causes and organizations in the past to promote excellent charities, such as the following:

 

ADM Settings

Round Up is enabled on the Org level, then managed at the Location level. This means settings can be managed for an entire organization in the same place, but the settings for each location can be tailored to the community it is in. 

 

Adding a New Charity

  1. Log into ADM.

  2. Select Admin from the main menu, then choose the option Round Up for Charity from the resulting drop-down menu

  3. The Round Up for Charity main page will now appear. To add a new charity to this list, select the Add a Charity button.

    RoundUpForCharity_Start.png
  4. On the Add a Charity screen, you will be able to search for the charity of your choice. You can do this by looking for the EIN of the charity. This is a unique identification number for each charity or foundation that is registered with the IRA. To find out the EIN of any Tax Exempt Organization, you can use the IRA Tax Exempt Organization Search.

    RoundUpForCharity_AddCharityBlank.png
    • Please note: if a charity does not appear when the EIN is entered, that charity is not yet compatible with this feature. Please choose a different cause for now, and check back to see if the charity is available in the database in the future. 

  5. Once you have selected a charity, you can change its display name, which is the name that customers will see during the checkout process. This is useful when the Cause Name is not as legible as you would like. For example, below you will see that the charity "BANNER HEALTH FOUNDATION" (in all capital letters) has been given the display name of "Banner Health Foundation" (in standard case).

    RoundUpForCharity_AddCharityFound.png
  6. After changing the display name of the charity, you may select the locations which will donate funds to that charity. Click the box for the Locations field, and you can choose All to select all locations, or select the name(s) of the individual location(s) you would like. You cannot select a location that has already been assigned to another charity. You do not have to select a location, and may come back to this screen any time to change which location(s) are associated with the foundation. 

  7. When finished, select the Save button. You will be taken back to the Round Up For Charity main page. Under Active Charities, you will see the charity you have just added, as well as any that have been added in the past. 

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View Locations Associated with Charities 

To see the locations that are donating to one specific charity:

  1.  Return to the Round Up For Charity main page by selecting Admin from the main menu, then choose the option Round Up for Charity from the resulting drop-down menu

  2. Select view locations in the Locations column. 

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  3. A pop-up will appear, which lists the locations you have assigned to that charity. 

    RoundUpForCharity_LocationsForCharity.png

 

Editing a Charity 

  1.  Return to the Round Up For Charity main page by selecting Admin from the main menu, then choose the option Round Up for Charity from the resulting drop-down menu

  2. Select the display name of the foundation you would like to edit.

  3. The Edit Charity page will now appear. Change the display name or locations for the cause as desired. 

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  4. When you have finished editing the charity, select the Save button. 

 

Remove a Charity from a Location

  1. Return to the Round Up For Charity main page by selecting Admin from the main menu, then choose the option Round Up for Charity from the resulting drop-down menu

  2. Here, you will see a blue X symbol to the left of every display name. Clicking on any of these X symbols will cause the Delete Charity pop-up window to appear, which will confirm your decision to delete the item from the location. 
    Please note that once a location is no longer collecting for a charity, it will not collect any donations until such time as another charity has been assigned to it.

    RoundUpForCharity_DeleteCharityModal.png

 

End or Pause Collection for a Charity

If you would like to stop collecting, you can remove all locations from the charity. This will leave the charity on the Round Up For Charity list, but halt all donations from to that foundation. 

In the future, you may add a location for that charity again if desired. 

  1. Return to the Round Up For Charity main page by selecting Admin from the main menu, then choose the option Round Up for Charity from the resulting drop-down menu

  2. Select the display name of the foundation you would like to pause

  3. Remove all locations from this charity. 

  4. When you have finished, select the Save button. 

 

ADM Reports

A specific Round Up For Charity Report is available with this feature. You can find out more by reading the article ADM - Reporting - Charity Round Up Report.

 

The Flow of Funds

Operators will not have to manage any donations by utilizing this feature. Instead, once the customer has been charged for the round up amount, the disbursement and record-keeping are handled for you. This is done via the UK Online Giving Foundation. The records of these donations are found in the Round Up For Charity Report mentioned above.

This makes charitable giving fast, easy, and efficient, both for you and for your customers. 

 

The Customer Experience

Customers will be asked via a prompt if they would like to "Round up for charity" on the kiosk. If they opt in, the round up amount will be listed in their cart and on their receipt. 

The prompt for the round up will appear at different times depending on the device that is being used:

  • For the PicoVend, consumers will be prompted during the pre-auth phase with their credit card or GMA.

    RoundUp_Start.png
  • ForV5 Micromarkets, the prompt appears before checkout. On the V5, customers can cancel the round up at any time.

    Main_Cart_RoundUpForCharity_Unselected_Copy.png

 

Insufficient Funds for Rounded Up Amount

If the customer's remaining balance is not enough to cover the rounded up amount, the system will take all of their remaining balance. It will not ask the customer to provide additional funding. 

For example, let us say that a customer has a balance of $1.80 in their account, and they purchase two items for a total of $1.50. They want to round up for charity, but their remaining balance after the purchase is $0.30 - they would need $0.50 in order to round up to the nearest dollar, so they are $0.20 short.

In this case, the Round Up For Charity feature will only take the $0.30 for donation. It will not ask for an additional $0.20 to round the amount up the rest of the way. 

RoundUp_BalanceInsufficient_Summary.png

 

Device is Offline

If the kiosk is not online, Round Up For Charity will not be offered as an option to the customer. Round Up For Charity will again be offered when the device has been reconnected and is no longer in local mode.

 

ADM Walkthrough

Please see the following walkthrough for a hands-on experience of the ADM settings. You may also find this walkthrough at the following link: ADM - Round Up for Charity Walkthrough.