Use the school's DAFpay setup where available to an authorized administrator. The onboarding form asks for the administrator's name, school email and matching school EIN entries, and requires review/acceptance of the displayed terms by an authorized person. It supports both connecting an existing Chariot account and starting setup for a school without one.
If the account is not yet claimed, the flow directs the school to create/complete its Chariot account and wait for readiness to enable DAFpay. Creating an account does not automatically enable the payment option. Do not create a duplicate external account or assume a generic API key must be pasted in. Confirm current onboarding requirements, account status and entitlement with support; dated promotional or verification timelines in older screens are not current guarantees.
Customize the DAFpay confirmation and signer
The DAFpay confirmation email is editable. Open Online Giving → School-Level Settings → DAFpay → Email Confirmation. Update the signature in the email body; check Sender Name, Reply-to Email Address, and Subject Line separately. Click Save, then Send Test Email. The read-only Sender Email Address field does not prevent editing the body or signer.
This is one school-level DAFpay template shared across campaigns and giving forms. Standard campaign/form confirmation edits do not substitute for editing it. The roles that can manage this school-level setting are Superadmin, Fundraising Superadmin, Finance Admin, School-Level Settings Admin. Campaign/form editing roles alone are not sufficient. Ask someone with one of these roles to make the change, or have the school’s Superadmin or Fundraising Superadmin review your assigned role in Online Giving → Administrators → select your record → Role(s). Partners cannot turn on a separate financial-settings permission within a role. Changes affect subsequent messages, not already delivered emails or every other email type.
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