Connecticut SEEC Page Setup
Updated this week

We have created a step-by-step guide to assist with building your Anedot Donation Page to meet the requested format provided by the SEEC.

Before getting started, contact the SEEC directly to receive your campaign compliance requirements. Anedot does NOT provide compliance advice or approval. All information provided must be approved by the SEEC to ensure compliance.


Verify Fundraising Account Details

Before getting started, verify the following details for your fundraising account:

  1. Access the Settings>Setup>Organization Info tab within your fundraising account and verify the following:

    1. Confirm that the EIN on file is still accurate for the campaign.

    2. Ensure that the Organization Information for your account matches the information for the current election cycle.

  2. Access the Settings>Finance>Bank Accounts tab within your fundraising account:

    1. Verify that the listed Bank Account matches the account registered to your Form 1 and Form 12 on file with the SEEC.

  3. Access the Settings>Configuration>Brand Elements tab within your fundraising account to customize the following details:

    1. Public Account Name

    2. Account URL Slug

The Legal information for an account must match the EIN on file. If the EIN for your campaign has changed, a new account application must be submitted. Click here to submit a new application.

If you need to update your Public Display Name, Billing Statement Descriptor, Campaign Address, or Account Owner, please contact our Support team here for assistance.

Once you have verified that your account details are accurate, continue to the steps below to create your SEEC Compliant Donation Page!


Create a SEEC Compliant Donation Page

If you have opened a brand new fundraising account, first, access the account Dashboard within your fundraising account. Next, click the red Complete Onboarding for Action Pages button. This is a required step for all new fundraising accounts. To learn more about Onboarding, check out the following guide: Onboarding

To customize your first Donation Page, follow the steps below:

  1. Access the Actions Pages>Pages tab from the main menu of your fundraising account.

  2. Next, hover over the Page Name.

  3. Click Actions>Edit. You will be redirected to the Builder to customize your Donation Page.


Add a Text Block

Within the Builder, access the Design>Content tab.

The SEEC recommends adding confirmation text to the top of the page to ensure donors enter the correct information.

Add the following text to a Text Block on the Donation Page:

*Please review your contact and residential information to ensure it is accurate before submitting your contribution.

To add a Text Block, follow the steps below:

  1. ​Click + Add Block.

  2. Select Text.

  3. Paste the above text into the text editor.

  4. Highlight the text, add italics, and align it to the center of the page.

  5. Click Done.


Customize Finance Settings

Frequency Options

  1. Access the Finance>Amounts tab within the Builder.

  2. Under Frequency Options, click the Trash icon next to the Every Month option on the left to remove it.

Amounts Configurations

Under Amount Configurations, complete the following:

  1. Click Enable Presets to show default amounts.

  2. Optionally, customize the donation amounts.

Tips: We recommend adding the campaign's maximum transaction amount as one of the options. You can click on the Note icon next to the amount to add a label.

Transaction Amount Limits


Under Transaction Amount Limits, edit the following fields:

  1. Enter $5 as the Per Transaction Minimum

  2. Enter $320 (for CEP Candidates) and $250 (for Non-CEP Candidates and State Representatives) as the Per Transaction Maximum.

Disclaimer: Each campaign is responsible for confirming their minimum and maximum allowed contribution limits with the SEEC.

The per transaction maximum does not prevent donors from submitting multiple transactions to exceed the campaign limit. Closely monitor your transactions.

Update the Amounts Preset

To update the Amounts Preset, follow the steps below:

  1. Scroll to the top of the Finance>Amounts tab.

  2. Click Update Preset at the top left.

  3. Click Publish in the upper right corner of the Builder.

Disable Payment Methods

To disable payment methods, follow the steps below:

  1. Access the Finance>Payment tab within the Builder.

  2. Under Primary Payment Methods, disable the following:

    1. Anedot Express Checkout

    2. Business Direct Debit (ACH)

    3. Personal Direct Debit (ACH)

  3. Under Additional Payment Methods, disable the following:

    1. Apple Pay

    2. Google Pay

    3. PayPal

  4. Under Covers the Fees, select Disabled - Organization pays fees (default)

  5. Next, scroll to the top of the Finance>Payments tab.

  6. Click Update Preset at the top left.

  7. Then click Publish in the upper right corner of the Builder.

  8. Take a screenshot of this page to send to the SEEC for approval.

Continue to the step below to add the required Form Fields to your Donation Page!


Customize Form Fields

Within the Builder, access the Form tab to add the required Form Fields to your Donation Page. Note: By default, First and Last Name, Email, and Address are set as required fields.

Edit the Address field

To edit the Address field, follow the steps below:

  1. Click the Pencil icon to the right of the Address field.

  2. From the popup on the right side of the Builder, select Residential Address under the Address Label field.

  3. Click Save.

Add Phone field

To add the Phone field, follow the steps below:

  1. Click + Add Field under Primary Fields.

  2. Select the Phone field under Standard Fields.

  3. Next, toggle on the Required button

  4. Click Save.

Add Employment Fields

The SEEC requires that Employer and Principal Occupation data is collected from donors for each contribution.

To add the Employer and Principal Occupation fields, follow the steps below:

  1. Click + Add field.

  2. Select the Employment field under Standard Fields.

  3. Within the Employment field editor on the right, enable the following:

    1. Toggle on Required and Show for Occupation

    2. Select Principal Occupation as the label

    3. Add Help Text (see example text below)

    4. Toggle on Required and Show for Employer Name

    5. Save the Employment field

Help Text: If multiple employers and one is a state contractor, list the state contractor. If self-employed, provide the Name of Business. (Example: Dave’s Painting.) If self-employed, Provide Job Description. (Example: Painter.)

Add Custom Fields

Selection List

For additional Form Fields that require the donor to select a response from a list or provide a Yes/No response, create Custom Fields using the Selection List field type.

To create a Selection List field, follow the steps below:

  1. Click + Add Field.

  2. Select Selection List under Custom Field.

  3. In the editor on the right, enable the Required toggle.

  4. Enter the question in the Field Label field.

  5. Next, select Dropdown as the List Type.

  6. Enter your list of available responses (one item per field).

  7. Select Show under Display on Confirmation and Receipt.

  8. Click Save.

Text

To receive custom responses from donors, the Custom Field will need to be created using the Text field type.

To create a custom Text field, follow the steps below:

  1. Click + Add Field.

  2. Select Text as the field type under Custom Fields.

  3. In the editor on the right, enable the Required toggle if the field must be completed to submit a donation.

  4. Enter the prompt in the Field Label.

  5. Select Show under Display on Confirmation and Receipt.

  6. Click Save.

Add Requirement field for Definition of Terms

Use the Requirement field to add the required certification statements to the Donation Page.

To create a Requirement field, follow the steps below:

  1. Click + Add Field.

  2. Select Requirement as the field type under Custom Fields.

  3. In the editor on the right, enable the Required toggle.

  4. Enter the List of Requirements. The SEEC will need to provide these details.

  5. Add the following text "Click here to read legal definitions."

  6. Highlight this text within the editor.

  7. Click the Chainlink icon in the text editor to create a hyperlink for the text.

  8. Enter to link to direct donors to the Legal Definitions provided by the SEEC.

  9. Under Agreement Type, select Clickwrap.

  10. Select Show under Display on Confirmation and Receipt.

  11. Click Save.

Update Preset

Once all required Field Fields have been added to your Donation Page, follow the steps below:

  1. Scroll to the top of the Form tab.

  2. Click Update Preset.

  3. Next, click Publish in the upper right corner. This will save your changes.

    WAIT! 🛑

    We know you're ready to go, but the SEEC will need an example donation, receipt, export, and a few other things to approve your account. Follow the steps below to gather all of the needed items.


SEEC Approval

Now that your Donation Page has been customized according to the SEEC guidelines, you will need to provide a few items to the SEEC for approval.


Take a Screenshot

You will need a screenshot of the Payment tab to send to the SEEC.


Follow the steps below:

  1. Click the Finance button on the left side of the Builder.

  2. Click Payment at the top of the Finance tab.

  3. Take a screenshot of the Payment configuration on the left.

  4. Save the screenshot to send to the SEEC once the following items are complete.


Complete a Test Transaction

Follow the steps below:

  1. Click the Share button in the upper right corner of the Builder.

  2. Click Copy Link.

  3. Next, paste the Donation Page Link into a new tab in your browser. This will open the public view of the Donation Page.

  4. Fill out the Donation Page and submit a test donation.

  5. Take a screenshot of the Confirmation Message you receive once you have submitted a successful donation. See example below.

  6. Take a screenshot of the Email Receipt. The receipt will come from [email protected]. (If you do not receive the receipt, it may take a few minutes. You can also check your spam or junk folders and add [email protected] as a contact with your email provider.)


Download an Export

You will need to create a CSV Export for your Test Donation and provide this Export to the SEEC for approval.

SEEC has specific requirements for AVS Response and CVV Codes and Messages.

To create an Export for your test donation:

  1. Exit the Action Page Builder (top left)

  2. Click the Finance tab from your main menu at the top, and choose Transactions

  3. On the Finance>Transactions tab, click the Export button in the upper right corner

  4. Select the CSV File Type

  5. Click the blue Export button

  6. The file will load, and a Download button will become available

  7. Click Download

  8. Save the file to your device

Once saved, you can open the file from your device.

You can learn more about how to export and about the responses and messages here.

When reporting is due for the SEEC, please see the SEEC Reporting step below to send your transaction records.


Send to SEEC

Once you download the CSV export, you must send it, along with the test donation receipt, your Share URL (copied link), and the Screenshot of the Payment page, to the SEEC for review before you start accepting donations.

We recommend waiting to share your Donation Page with supporters until you have received final approval from the SEEC.

You can learn more about sharing your page here.


SEEC Reporting

You can now send your transaction reports directly to the SEEC!

1. Click Export at the top right

2. Choose the CSV File Type

3. Enter the SEEC's email: [email protected]

4. Click the blue Export button


The report will be generated for you if you need to download a copy, and an email containing the report will automatically be sent to the SEEC once the blue Export button has been selected.

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