Setting up your EzyStream Platform for Giving is very simple. You'll need a trustee of your organisation to do this.

Step One: Add EzyStream Giving to your account

Check if you have EzyStream Giving active on your Subscription Dashboard. Just go to your Account Menu and click Subscriptions.
If you can't see EzyStream Giving as an active function, add the Engage Bundle, or contact your Account Manager.
Decide if you'd like to have EzyStream settle to more than one of your bank accounts. If so, also add the 'Additional Bank Accounts' option on your Subscription Dashboard.

Step Two: Enter Organisation and Trustee Information

Once EzyStream Giving is active in your Subscriptions, go to the Manage menu and click Giving.
Fill in the form provided with some additional details we need.
Click Submit.

Verifying your Account

We ask for a Driver's Licence number as well as a scan on behalf of our banking partners. This is used to verify your identity and while doesn't have to be completed on initial setup, may prevent your funds from being paid out to your bank account if not provided. Please ensure that you scan both the front and back of your drivers licence.

Step Three: Add your first Bank Account

Once inside your Giving Dashboard, you need to add your Bank Account. Simply click Accounts under Quick Actions on the top left of your Giving Dashboard.
Click Add Bank Account.
Enter your account details.
Click Submit.

Bank Accounts

You can add multiple Bank Accounts if you have 'Additional Bank Accounts' active on your Subscription Dashboard. Learn more at Managing Bank Accounts

Step Four: Add your first Appeal

Click Appeals under Quick Actions on the top left of your Giving Dashboard.
Click Add Appeal
Fill in the form. You may like to read Understanding Appeals for more information on how Appeals can be configured.
Click Submit.

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