Upgrading to Trio is easy. We have already designed a checkout page for you and all you have to do to go live is copy and paste the link in your web site. Here are the steps you need to take:

1. Login to the Administrative System:
   • https://admin.co.clickandpledge.com
2. Enter the UserID & Password:
   • UserID: Your administrative email in the Legacy System
   • Password: Same password used in the Legacy System
3. Click on "Checkout Pages" link at the top.
4. A checkout page is already designed for your organization. Click on "Get Button Code" for the checkout page. [link is shown as a small mouse arrow at the top of the thumbnail view]
5. Select the button you wish to add to your site.
6. Click on "Get Button Code"
7. Copy and paste the code in your website.

See the 5-Minute setup instructions in the manual:

• Online Manual: 5 Minute Set-up

It is easy and fast. Most of the work is already done for you.

There are additional steps if you wish to create a Catalogue page with multiple items and donations. The best way to get acquainted with Trio and all its capabilities is to check the online manual, attend one of our webinars, or call our support department for a quick tour.

Trio's Staged Release began January 7, 2008

As with any software upgrade, there are many questions that come to the minds of those people who work/volunteer for the organizations we serve. Please read the FAQ’s below and don’t hesitate to contact us if you have any questions/concerns that are not addressed below.

Frequently Asked Questions:

Do we have to pay the $50 set up fee?

No, the upgrade is completely FREE of charge for all existing clients.

Do you offer training on the new Trio system?

Yes, we offer FREE webinars, Tuesdays & Wednesdays, at 2:00 p.m. EST to anyone within an organization who wants to learn what Trio offers and how to navigate the system. Check our webinar schedule for details. Anyone is welcome to attend and you may attend more than once. We also have customer support representatives available M-F from 8:00 am until 6:00 pm EST to help out in any way possible.

Can I still log into the old release (Legacy) after June 30, 2008?

Yes, the administrative system will stay active and reports may still be downloaded.

Will the Legacy system accept payments after July 1?

Yes, but donors will no longer be able to set up recurring donations in the Legacy system. If you wish to offer recurring you need to use Trio.

Starting July 1, what will happen to the Legacy system?

The following steps will be taken to retire the legacy system. Starting July 1:

1. Patrons will not able to set up any recurring donations.
2. Administrators will not be able to add/edit/update donations or payments inside the administrative system.
3. Administrators will not be able to process credit cards manually through the virtual terminal inside the administrative system.
4. No special payment requests will be processed. This includes out-of-cycle checks, wire transfers, and special mailings on specific dates.

What happens to the patron data that I have in the Legacy system?

None of the patron data will transfer from Legacy to Trio. Both systems are kept completely independent of one another for security reasons. We recommend that you download all detail reports (History tab) before the Legacy account is closed.

How long will I be able to access the Legacy system?

The Legacy system will remain accessible until January 2009. We will send another email notification prior to deactivating your Legacy system.

What will happen with my recurring transactions in the Legacy system?

All recurring transactions will be allowed to continue with their regular schedule.

How will the upgrade affect my current rates?

You have the option to keep your current rate, or you may move to the new rate of 4.5% plus a flat $0.35 per transaction. Once an organization moves to the new rate system, they cannot move back to the old rate.

What happens to my Legacy system link/button on my website?

We encourage organizations to go into Trio and “kick the tires” while leaving their link to the Legacy system live on their website. This way, you can take all the time you need to create your checkout pages in the new Trio system and not miss a single transaction. Then, when you’re ready, simply remove the link that points donors to the Legacy system and replace it with the HTML code that points them to your new Trio checkout page.

Do I need to notify Click & Pledge once I have made the switch?

Yes, please. Once you have replaced the HTML coding on your website….drop us an email to support@clickandpledge.com letting us know the transition is complete. We will close your Legacy accounts once all recurring transactions are complete and all monies have been paid out to the organization.