Setting Up Numero’s Payment Processing Platform

This document, created by Numero, provides step-by-step instructions for setting up their Payment Processing platform, which allows political campaigns to create contribution forms, ticket forms, and RSVP forms for fundraising without requiring a full CRM subscription. The setup process involves providing entity details, personal information, and connecting a bank account through Stripe (requiring both an EIN and SSN), with added functionality to integrate with ActBlue for viewing all contributions in one dashboard. Once the platform is configured, campaigns can immediately begin accepting donations through customizable contribution links, with all transaction data available for future upgrade to Numero's more comprehensive CRM offerings.

To learn more about fundraising organizing, check out our courses Managing Your Fundraising Data and Intro to Fundraising.