To manage your account settings and view or edit the account information, navigate to the Settings tab on Revv.
Navigate to your Settings Tab
Navigate to your Settings here in the top right corner of your account:
From here, you'll see several tabs that will allow you to edit different parts of your account settings.
Account
These are the fields that you will fill out during your onboarding process. The following fields are:
Legal Name
Tax ID
Website
Phone
Street Address
Additional Street Address (optional)
City
State
Zip
Timezone
Owners
This tab will show the account owners. During your onboarding process, you are required to add at least one legal representative.
Information to be submitted includes
Email Address
First Name
Last Name
Occupation Title
Phone
Date of Birth
SSN
Street Address
City
State
Zip
Government-issued Photo ID.
Bank Account
Click on this tab to add a Bank Account to deposit your funds. You can only add one bank account. You will need the following information:
Account Holder's Name
Routing Number
Account Number
Pages
Here, you will manage the default settings for all of your created pages.
Default Page: The Default Page is the page that will act as the default page that users will be directed to should they go to an archived page.
Default Upsell Group: When creating new pages, the Default Upsell pathway will be added. If no group is selected, the most recent upsell group will be used. Pages cannot have both an Upsell Flow and an Upsell Pathway.
Candidate URL Slug: This is a unique URL for a candidate or organization's pages. Please Note: Changing your URL Slug means that any previously sent-out links will no longer work, and new marketing efforts must include the new URL path.
Default Source Code: The Source Code you input will automatically be added to all future pages.
Maximum Donation: Set the maximum amount for each donation. Organizations on Revv can accept donations up to $999,999.
Large Gift Dialog: Any contribution of this amount or more will trigger a confirmation dialog. You can leave this blank if you do not want a confirmation dialog. If a Money Pledge is opted into, it is counted towards the total donation amount. The confirmation dialog will trigger if that total amount (with the Money Pledge) is over the designated amount.
Recurring Callout Text: Input text that should appear in Recurring Callout on all new pages.
Allow Donors to Cover Processing Fees: Decide if the option for donors to cover processing fees should be displayed on all new pages created on the account.
SMS Opt-In Button: Select whether to display the SMS-Opt In button on all new pages
SMS Disclaimer: Select whether to display the SMS Disclaimer on all new pages
Open Graph and Twitter Image: Input an image or text to display when a page is shared on social media. An image or text inputted here will display on all pages on the account.
Default Box Disclaimer: This disclaimer will be added to new pages by default and appear in a box at the bottom of your page.
Default Long Disclaimer: This disclaimer will be added to new pages by default and appear above the box disclaimer.
Users
You can add, remove, and manage Revv users in this tab. There is no limit on how many users you can add.
Account Deactivation
You can initiate the process in the Account Deactivation tab if you ever need to shut down your account. You must toggle Yes to all three fields to initiate the process.
Agencies
Here, you can add a vendor to your committee's account. To get started, select the green plus button followed by the Connect to a Vendor button.
Then, a menu will appear where you can input a Bill-Pay ID and connect a Vendor to your account.
Questions?
If you have questions or are unsure about any of these steps, please get in touch with our support team by clicking the purple chat box at the bottom right corner of your screen.