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Enrolling in Engage Giving with a Merchant Account

Enrolling in Engage involves several steps.

Purchase Engage

Engage is bundled with most CDM+ Plans. To use Engage, you need:

Contact our sales team at or 877-891-4236 to order Engage and any pre-requisites you may need.

Check out this webinar for a walkthrough on everything Engage provides, and this webinar for a deep dive into using Engage for members and small groups.

Create a Merchant Account with Paragon

Engage manages credit card, debit card, and ACH (checking/saving account) transactions through our payment processing partner, Paragon. A merchant account with Paragon is required before Engage can accept any payments.

Applying for a merchant account

Once Engage is ordered, you will receive an electronic Merchant Account Application to complete online. This will be submitted digitally and you will be sent a DocuSign to complete digital signatures afterwards.

Receiving a merchant account

Once your application is processed, Suran staff will connect your Engage account and CDM+ database to your merchant account. You will receive a notice your merchant account has been created. If there is a problem creating your account, Suran staff will contact you to address the problem and re-submit your application.

Please note that after receiving your first credit card transaction, you will be prompted to complete a PCI compliance survey through Security Metrics.

Changing the settlement account

When submitting the initial merchant account information, you will specify the bank account where funds will be deposited (settled). If you later need to change this bank account, you can do so using the Settlement Account Change Form.

Changing accepted payment methods

Your merchant application will specify if you want to accept payment by bank account, MasterCard, Visa, American Express, or Discover. If you want to change which of these payment methods you accept after submitting your merchant account please email with your requested change. Indicate:

  • Your name

  • Your church/organization's name

  • Your church/organization's city and state

  • Which payment methods you want to add or remove

Customer service will reply once these changes are made. There is no charge to add or remove payment methods. However if you were to remove ACH or credit card options entirely, you will need to complete a new merchant application if you decide you’d like to add these on again in the future.

Cancelling Engage

Cancel recurring gifts

Prior to canceling Engage, it is strongly recommended you locate all givers with active gifts and cancel their gifts. This will ensure there are no unexpected transactions.

See Finding who has active recurring giving to locate these givers, then Administer Member Giving for how to cancel gifts on a giver's behalf.

You may also want to wait a week or so to ensure final deposits have settled properly into your bank account.

Cancellation Form

Contact CDM+ customer service to inform them of your intent to cancel Engage. You will be given a cancellation form to complete and return. Customer Service will confirm your cancellation upon receipt of a completed cancellation form.

It is your responsibility to ensure Customer Service receives your cancellation form. Cancellation must be confirmed before services and their fees will be cancelled.

If you cancel text giving and later re-enroll, you will be given a new phone number for receiving texts.

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