eDD
Everything you need to know about online Direct Debit signup.
By Ollie and 1 other2 authors49 articles
Getting started
Guides to setting up your eDD online signup pages.
- Set up a new eDD pageCreating your new eDD page.
- Edit your eDD siteCustomise your eDD site.
- Find the eDD site URLLocating the eDD site URL.
- Send links to sign up for Direct Debit collectionFinding out about online Direct Debit signup.
- Access Payments in Access EvoAccess payments from Access Evo to manage your eDD pages, view customer sign-ups, and export customer data.
- Use the eDD iframe on your websiteEmbed the eDD sign-up form directly into your website, allowing customers to register without leaving your site.
- Add website linksAdd links to your Terms and Conditions and Privacy Policy so users can access key information and support compliance.
- Welsh language support in eDDProviding dual language options in eDD.
- eDD - FAQsFAQs about eDD.
- Set a minimum amount on your eDD pagesSetting a minimum amount on eDD for new Direct Debit payments.
Site management
Managing your eDD site.
- Switch the site providerSwitch the site provider for eDD.
- Create a contract with a custom bank reference using a query stringGenerate contracts tailored to your needs by using a query string to insert a custom bank reference.
- Use Google Analytics on an eDD pageLearn how to integrate Google Analytics with your eDD page so you can track visitor activity and gain valuable insights into your site's performance.
- Change schedules on an eDD pageChange to an ad hoc schedule from a rolling schedule or vice versa on your eDD page.
- Amend the site path of an eDD pageAmend the URL or site path for an eDD page.
- Use an Additional Reference in eDDLearn how to add an Additional Reference during an eDD sign-up.
- Two versions of an eDD siteTwo versions of an eDD site in Payments.
- GiftAid confirmation on review page showing incorrect frequencyThe GiftAid confirmation on the review page is showing the incorrect frequency.
- Redirect an eDD pageGuide to directing users from an existing eDD page to a new one.
- eDD WebhookseDD now supports enhanced webhook functionality.
Branding & styling
Guide to styling your eDD online signup.
- Add or edit a logo on your eDD siteGive your eDD site a fresh, professional look with an updated logo.
- Update the background on your eDD siteAmend or customise the background image in eDD.
- Style an eDD pageCustomise and style an eDD page.
- Update the browser icon on an eDD siteChange the browser icon on your eDD site.
- Adjust text elements on an eDD pageCustomise text on an eDD page.
- Adjust side elements on an eDD siteAdjust the side containers of your eDD site by adding elements and updating the layout.
Sign-up form
Add questions to the sign up form.
- Add a question elementAdd question elements to collect additional information from customers completing your eDD page.
- Amend dropdown answers on a questionAmend dropdown answers on a custom question on an eDD page.
- Capture membership type from the online sign up formCapture membership type within Access PaySuite DDCMS from the online sign up form.
- Question field error in eDDError 'Question field cannot be empty' when saving changes to your eDD page.
- Use query string parameters with eDDQuery string parameters in eDD and correct formatting.
Email notifications
Configure and receive notifications for sign ups.
- Receive notifications of new Direct Debit signupsReceive notification of new Direct Debit signups from your eDD site.
- Configure and send Direct Debit confirmation emails at a site levelConfigure and send Direct Debit confirmation emails from your eDD site.
- Set default settings for confirmation and notification emails in eDDConfigure Company level default settings for Direct Debit confirmation emails from eDD.
Exports & data
Export your data.
- Download Direct Debit dataView new donors, access and export data from your online eDD mandates.
- Export new customer dataDownload new sign ups since last export.
- Preserve file formats when downloading from eDDPreserving sort codes in an eDD export.
- Locate the contact preferences listed in the export from eDDFinding the contact preferences listed in the export from eDD.
- Change the date format in eDD exports from American to UKThe date format can't be changed when exporting from eDD.
- eDD export on payments is blankReasons why eDD export file could be blank.
- Custom data fields on Payments Export only showing first row of answerThe custom data fields on the payment export are only showing the first row of answer.
Troubleshooting
Common solutions to issues for eDD.
- Error in eDD when a customer attempts Direct Debit sign-upError message 'There appears to be an issue with your signup. Try again later' in eDD when a customer attempts sign up.
- eDD preview link shows blank screenThe eDD preview or published link shows a blank screen.
- Complete button doesn't work on eDD pageIf the complete button doesn't work on your eDD page.
- Unable to access PaymentsError when trying to access Payments and eDD.
- Customers missing from DDCMS after signing up on eDD pageCustomers missing from Access PaySuite DDCMS after signing up on eDD page.
- Customers appearing on incorrect DDCMS accountCustomers appearing on an incorrect Access PaySuite DDCMS account.
- Frequency error message in eDDError 'The frequency defined for this site is no longer available. Please contact Company Name for more details'.
- Customer set up with incorrect frequencyA customer is set up with an incorrect frequency when signing an eDD page.