Setting up your organization’s bank account in Insights is simple!
After you’ve entered the banking details, any future campaign linked to that organization name as the payable entity can instantly use the saved direct deposit info with just one click.
Important note- the bank information must match the payable organization you submitted during the Snap! Vault profile set up. It cannot be a personal account or a different organizations account.
Steps:
1. Log in to your Snap! Mobile account here
2. Click the Insights icon
3. Under Dashboards, Click on the desired organization you would like to add the banking information to
4. On the right-hand side, under the "Actions Center," you’ll find the option to Manage Bank Account
5. Click the "Bank Account Manager"
6. From here, you can add the banking details of the organization
*Please note* the banking information cannot be added until the Vault profile has been submitted and verified.
If you have any questions regarding adding an organizations bank account in Insights, please reach out to our support team at support@snapraise.com. We're happy to help!