ACH U.S. Banks - Form Configuration
ACH is available on select Donate2, Stream2 and Flex2 Forms.
Payment Options
ACH is configured at the form level using the Payment Options collapsible
Additional Payment Options
To enable ACH select US Bank Account under the Additional Payment Options multi-select drop down. Once US Bank Account is selected, ACH Messages and ACH Thank You sections will appear.
Highlight Color
The Highlight Color is applied in the payment element. Use this setting to match your brand color or the color you have used throughout the rest of the form. This color applies to any of the payment options the customer selects - Credit card, Apple Pay, Google Pay or ACH.
ACH Messages
ACH requires 3 Message Manager emails that will need to be attached to the form in the Payment Options collapsible. We have provided all 3 as ACH templates in the Message Manager. You can use them as is or customize them as needed.
1. ACH Processing Message
When a customer uses ACH and they've directly connected their bank account, there is no micro deposit verification that's needed. As a result, the ACH Processing Message is sent to the customer letting them know the requested transaction is being processed.
2. ACH Micro Deposit Message
When a customer manually connects their bank account, a micro deposit verification is required. As a result, the ACH Micro Deposit Message is sent to the customer providing the customer the details on how to verify the micro deposit.
If the micro deposit is verified the ACH Processing Message is sent to the customer letting them know the requested transaction is being processed.
If the micro deposit is not verified the ACH Failure Message is sent to the customer letting them know the requested transaction has failed along with a link back to the original form for them to try again with a different payment method.
3. ACH Failure Message
If an ACH transaction fails, the ACH Failure Message is sent to the customer letting them know the requested transaction has failed along with a link back to the original form for them to try again with a different payment method.
For any of the ACH Message Manager emails, or for any Message Manager emails if you want to get a copy of the emails, you can add an email address to the Send An Original (Formerly BCC) field in the Message Manager.
ACH Thank You
When a customer uses ACH the Thank You copy they will see after the for has been submitted will need to be different than if they uses a Credit Card. The ACH Thank You Body Copy field will be presented in place of the Thank You Body Copy field.