General

DownPaymentProject is a website, brand name created to have a separate marketing website and social media brand and social media profiles targeted at Partners of downpayment.gift.   The target audience of DownPaymentProject is primary mortgage len...

We have three different help desk sections to maintain articles relevant to the user: 1) Client - Home Buyer   The help articles viewable to Clients, Home Buyers, appears on the main website and linked from the Registry App when logged in as a cli...

Clicking on the "life ring" aka life-preserver widget in the lower right will bring up the help desk and search window. You may search the help articles available, open a ticket, and view the roadmap. If you are logged in as Partner, the widget wi...

You may search for help articles without leaving the Partner Dashboard in the Registry App.   Your browser does not support HTML5 video.

Have a question?   Just chat in the Live Chat window in-app.  This is the fastest way to reach out. It's not perfect and we are often not available to respond in minutes, but we try!

Live Chat is a the fastest way to receive support.   Make sure you are logged in and it'll know who you are when you start the chat.

The "gear" icon next to each registry listing contains the Options drop down menu.

It's important to know this little drop down menu from the Active Registry view.

When you have an Unpublished registry or a registry where the invite has gone out but the User is not accepted or created the registry, you have a minimal drop down menu.  Edit Settings and Delete Registry.  In the image below, the registry user h...

See Also: https://kb.downpayment.gift/article/22-finding-the-options-drop-down-menu-video

The Partner Profile menu from the top right drop down enables editing of: First name Last name and  Change Password For security reasons, the email is not editable.  If you need to change your email address, please reach out to support. See Also: ...

Check the email under the name in Active Registries.    If you see a mistake or they give you a different email from initial signup, and this request is legit and not fraudulent, the process to replace the email is to click " +  Add  Registry " an...

In the Active Registry view, click on the gear icon for Options.  This appears next to Unpublished registries where they did not create their User account. Click Resend Invite

How do I delete a Published registry? Deleting a published registry is a 2-step process.    We do not allow deleting the registry straight away as a safe guard and to protect user data. 1) Archive Registry   First you need to Archive the Published...

From the Active Registry view, next to an Unpublished or Invite Unaccepted registry row.... hit the Gear option icon and click Delete Registry.

The max image upload supported is 10MB.   The platform will accept uploads of larger but will fail to saving. Images should be no more than 3-5MB at max and usually a few hundred kilobytes.

We'll be adding a Friendly name field that will allow us to put a name like  Mr and Mrs. XYZ or  Jack and Sally Fields Until that update to the database and fields, consider adding the future spouse first names on one field in the first name field...

Do you support webhooks or Zapier for exchanging signup data to our CRM or email service provider (ESP)? For example, when a couple signs up on the site with our link:  can we have their contact data put in our CRM or Email account to track follow...

Do you have a public RESTful API?    Webhook support? No not currently. However, it is something we are considering for the new version. Please make a suggestion and explain your use case.

Yes.    The public registry pages are all mobile friendly and responsive. The user pages are designed with mobile in mind. The admin and partner dashboards are designed for the desktop sized browser. On certain tablets or iPads it may be best to s...

Yes.  The public registry pages are designed to be mobile responsive and reflow to smaller screen sizes. The User dashboard is mobile friendly and designed with mobile in mind. The Partner platform Dashboard is designed for desktop. We have no pla...

Pledges are collected at a future date and offline.   Pledge are not collect through the registry platform.  They may be collected at the wedding gift card, a check or card received offline, or alternative transactions like Paypal or Venmo. Think ...

Ouch, we try to avoid any problems in production but sometimes code gets out or the database is in an untested state that results in a server error, bug or 500 code server error. Please email bug@downpayment.gift or hello@downpayment or a open a c...

How do we book a demo call? Do you like the idea but you're not sure about committing to a trial or setting up an account to just test around with.   What you need a Demo! we do demo's on Zoom or our screenshare demo only look, crankwheel at ht...

You retain access to the platform and to existing registries until those registries complete. Your partner directory entry is removed. Your landing page and sign up links are removed. Suspended Accounts   We designed the accounts to include a Susp...

The max registry size is $10,000. This limit can be removed by support on a one-off basis based on a fraud evaluation. See Also:      individual contribution limits.

The max contribution limit is $10,000 This can be removed by support on a one-off basis based on a fraud review. The max pledge is the same as the registry goal, but we plan to revisit.    Pledge spam is a concern if larger amounts are permitted. ...

Funds are deposited to the client account, attached in Stripe after 7-days .   This can be changed by contacting support and based on account age and fraud assessment. Larger transactions or high-frequency transactions are subject to temporary su...

This feature will be added in a future update.   If you need to delete a Pledge, please reach out to Support. See Also:  How do I mark a Pledge as Paid? See Also:  What is a Manual contribution?

The Partner Dashboard does not allow you to mark a Pledge as paid. This is a feature is the User Dashboard for clients. You can view if a Pledge is Marked Paid or Not. See Also:  What is a Manual contribution?

What is a manual contribution and why would I use this? The manual contribution has several purposes.   1) Family contributions  Let's say the client tells you that Aunt Sally said she would give her $15,000 towards the house but she is unlikely t...

Although more of a update log or changelog, this link will serve for roadmap and feature notifications too. The Category is tagged as Roadmap for future items. Partner Changelog and Roadmap https://roadmap.downpaymentproject.com/ Hit the Bell in...

From the Active Registry view, next to an Unpublished or Invite Unaccepted registry row.... hit the Gear option icon and click Delete Registry.

Hit the Bell inside the Registry App while logged in and a screen will fly over from the right.    See Also:   Partner Changelog and Roadmap    https://roadmap.downpaymentproject.com/ Consumer Road Map    https://roadmap.downpayment.gift/

In the Active Registry view, click on the gear icon for Options.  This appears next to Unpublished registries where they did not create their User account. Click Resend Invite

Here's a quick preview of what the client side looks like. Best Practice:  We encourage Partners to start setting up a Registry for themselves as Test to become familiar and confident in the other side of the platform.

This is a quick peek into the Client side dashboard focusing on Pledges.

Yes, if they are Visa/MC/AMEX.  Contributions can come from any country but are subject to USD exchange rates.   Foreign transactions are much more likely to be declined or flagged for fraud and held.    If you expect a lot of foreign transactions...