Setting up Ideali Tap to Pay

A step-by-step walkthrough for enabling Tap to Pay and collecting your first contactless donation in the Ideali app.

2 min read 3 views

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.

Go to Top