Donor Journey

Contactless Mode

If you're opting for a contactless fundraising approach, you can preserve the human touch with OnBoard.

Our social distancing-approved practices include SMS, email, and QR code confirmations to avoid passing devices back and forth, and a newly-minted call centre for collecting donations at a distance. Donors can express their consent to authorize their donation using our audio confirmation feature to further enhance the touchless experience.

Payments & Integrations

OnBoard also has the ability to instantly validate customers' banking and account information for faster and more secure sales.

Is the routing number correct? Is the account in good standing? Does the account exist? Are there sufficient funds? Increase your transaction success rate at point of donation instead of waiting three to five days, only to find out an account has bounced.

Call Center


Aside from the data you collect, we also offer peace-of-mind security features for donors.

In a face-to-face environment, a different way to use calling to your advantage is live referrals: When they make a donation via our call centre, they have the option to enter their credit card number using their dial pad instead of dictating it out loud. Whether face-to-face or on the phone, we can send a link via SMS that allows them to complete the transaction on their own device using Apple Pay, Google Wallet, or Chrome/Safari autofill.

In a face-to-face environment, a different way to use calling to your advantage is live referrals:

Once a fundraiser completes a transaction, they can ask the donor for a referral to a friend, family member, or colleague, then conduct the call on the spot. This approach creates an environment of trust and legitimacy that significantly increases the likelihood of conversion.