MOTO in GC Students: A Guide for Engagement Center Managers

Welcome! Some of your team’s best gifts won’t come through a giving form — they’ll come from a phone call, where a constituent says “Just put it on my card right now.” MOTO (Mail Order / Telephone Order) lets your students process that gift on the spot, right from GC, without sending the donor to a checkout page or handing them off to someone else.

Your job as a manager is to get MOTO set up so your students can use it with confidence: make sure a card reader is registered, give the right students permission, point “Record a Gift” at the right giving form, and know enough about the flow to coach your team through it. This guide walks you through all of it — what has to be in place, what you set up, and how to support your students once they’re live.

What MOTO does for your engagement center

MOTO connects GC to a physical card reader (a Stripe Terminal device), so a student can take a credit card gift over the phone and have it recorded the moment it clears. For an engagement center, that means:

• Capture the gift in the moment. When a constituent is ready to give, your student processes the card right then — no “I’ll send you a link,” no lost momentum after a great conversation.
• It starts from the constituent. A student kicks off the gift from the Record a Gift button, with the constituent’s details already filled in.
• The donor’s info comes pre-filled. Name, email, and zip code carry over from the constituent record, so your students aren’t retyping what they already have.

Before you start: what has to be in place

MOTO only shows up when your school is set up for it, and a few of those pieces sit with GiveCampus or your GiveCampus admin, not in your manager settings. Confirm these three things first:

1. MOTO is enabled for your school. MOTO is a product your school turns on, and it runs on Stripe as your payment processor. If it isn’t enabled, the MOTO tools stay hidden everywhere. GiveCampus sets this up.
2. At least one card reader is registered. MOTO sends payments to a physical reader that has to be registered and nicknamed under School Settings → GC Admin → MOTO Device Management. With no device registered, there’s nothing to send a payment to. Registering a device requires the financial settings permission — so this is either you (if you have it) or your GiveCampus admin.
3. The students who’ll process gifts have MOTO permission. Processing a payment requires the dedicated MOTO permission, granted at the team level. Without it, a student won’t see Record a Gift or Pay with Device.

If MOTO isn’t turned on for your school — or you’re not sure — reach out to your GiveCampus team or giftofficer@givecampus.com. Once it’s on, the setup below is yours to manage.

Set up MOTO as a manager

There are two setup steps: register your reader(s), grant permission, and connect “Record a Gift” to a giving form. You can also follow the instructions in the top half of this setup guide. 

Step 1: Register and manage your card readers

This lives under School Settings → GC Admin → MOTO Device Management, on the Registered Devices page. (You’ll need the financial settings permission to see it — if you don’t, your GiveCampus admin can register devices for you.)

To register a new reader:

1. Power on the reader and connect it to Wi-Fi. Once it’s connected, the device shows a 3-word pairing code on its screen. No code on screen? On the reader, swipe right from the left edge → Settings → enter Admin PIN 07139 → select Generate pairing code, then read the code off the screen.
2. In MOTO Device Management, start a new device registration.
3. Give the reader a nickname — make it unique and obvious (e.g., “Phonathon Station 3”). This is the name students pick from when they take a payment, so name it for where it physically sits.
4. Enter the 3-word registration code from the device.
5. Register Device.

The Registered Devices list shows each reader’s nickname, serial number, and who registered it, and lets you edit a nickname or delete a reader you’ve retired. You can search the list by nickname, serial number, or creator.

Step 2: Connect “Record a Gift” to a giving form

The last setup step lives under your gift officer settings — School Settings → GC Admin → Gift Officer settings → GC Connections — in the Record a Gift section. This is where you tell GC which giving form a MOTO gift should run through and who should have the ability to use the device.

You’ll see this section once three things are true: MOTO is enabled for your school, your school has MOTO access, and at least one device is registered. From there you can:

• Enable Record a Gift for a team.
• Choose the giving form each team uses for MOTO gifts (the Team and Form columns).

How your students use MOTO

You don’t have to build any of this — it’s the flow your students follow once you’ve set them up. Knowing it cold is what lets you coach the room.

1. On the Home Page or in the Task click the Record a Gift button. GC opens a giving form with the donor’s name, email, and zip code already filled in.
2. Fill in the gift details — amount, designation, and anything else the form requires.
3. Click Admin Only: Pay with Device, below the standard checkout options.
4. Choose the reader from the dropdown. GC remembers the last device used, so it’s usually already selected — but students should confirm the nickname matches the reader in front of them.
5. Click Pay with Device. GC saves the donation and sends the payment to the reader.
6. Enter in the card number. The student prompts donor to provide their credit card information.
7. When it clears, the student sees Payment was Successful.

The gift is now recorded.