-
About Ideali
- What Is Ideali 1 min read
- Why Ideali Is Different 1 min read
- Who Can Use Ideali? 1 min read
- $0 Platform fees 1 min read
- Instant Payouts, Get Paid the Moment Your Donors Give 2 min read
-
Getting started with Ideali
- Creating Your Ideali Account 1 min read
- Setting Up Your Organization Profile 1 min read
-
Dashboard
- Navigating your Ideali dashboard 2 min read
-
Campaign Management
- Creating a Donation Campaign 2 min read
- Using the AI description and banner generator 2 min read
- Customizing your thank you email 1 min read
- Managing your campaign after publishing 2 min read
- Share your campaign 2 min read
- Duplicating or Cloning your campaign 2 min read
- Managing Your Archived Campaigns List 2 min read
-
Finances & Payments
- Setting Up Your Payment Account 1 min read
- Preset donation amounts, fixed & recurring 2 min read
- Viewing and filtering payments 2 min read
- Payment methods accepted on Ideali 1 min read
- Why payments fail and how to fix them 2 min read
- Managing Your Donors List 2 min read
- Managing Recurring Donations 2 min read
-
Tap to pay
- What is Tap to Pay 2 min read
- Setting up Ideali Tap to Pay 2 min read
- Tap to Pay Trouble Shooting 3 min read
-
Integration & Embeds
- Embedding Your Donation Campaign in WordPress 2 min read
- Connecting QuickBooks in Ideali 2 min read
- Connecting Constant Contact in Ideali 1 min read
-
Account Management
- Sub Profiles to Manage Multiple Campaigns 2 min read
- Setting Up Roles & Users 3 min read
- Securing Your Ideali Account 2 min read
-
Memberships
- Creating and Managing Membership Types 5 min read
- Managing Members Profiles 2 min read
- Reviewing Pending Membership 3 min read
- Membership Payments and Invoices 3 min read
- Building Custom Forms for Membership 3 min read
-
Ideali for Donors
- Make a Donation Through Ideali 2 min read
- Optional donor tips 1 min read
- Make a Recurring Donation 1 min read
- Your Donation Receipt 2 min read
This guide walks you through enabling Tap to Pay in the Ideali app and collecting your first contactless donation.
Before You Start
Make sure you have:
- The Ideali app installed (App Store or Google Play)
- A compatible device (iPhone XS or later on iOS 16.6+, or an NFC-enabled Android phone)
- An active Ideali campaign with your bank account connected for payouts
- NFC turned on in your device settings
Step 1: Sign In and Select Your Campaign
Open the Ideali app and sign in to your account. From your dashboard, select the campaign you want to collect donations for. If you haven’t created a campaign yet, tap Create Campaign and add a title, funding goal, description, and any photos or media before continuing.
Step 2: Open Tap to Pay
From the campaign screen, tap the Tap to Pay option in the menu. The first time you use it, your device may ask for permission to use NFC — allow this so the app can read contactless payments.
Step 3: Enter the Donation Amount
Enter the amount the donor wants to give. Double-check the figure with the donor before continuing, since this is the amount that will be charged.
Step 4: Have the Donor Tap
Tap Charge (or the equivalent on-screen prompt), then hold your phone out and ask the donor to hold their contactless card or phone near the top of your device, just as they would with a store payment terminal. Keep the card or phone in place for a second or two until you feel or see confirmation.
Step 5: Confirm and Send a Receipt
Once the payment succeeds, you’ll see a confirmation on screen. You can offer to email or text the donor a receipt if the option is available, then return to the campaign screen to accept the next donation.
Step 6: Track the Donation
Every Tap to Pay donation appears automatically in your campaign dashboard, alongside donations from other payment methods, so you can monitor your progress and manage donor records in one place.
Payouts
Funds collected through Tap to Pay are transferred to your connected bank account according to your selected payout schedule (instant, weekly, or monthly), the same as other donations to your campaign.


