> For the complete documentation index, see [llms.txt](https://docs.anedot.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.anedot.com/action-pages/state-specific-pages/connecticut-seec-page-setup.md).

# Connecticut SEEC Page Setup

Configure a Donation Page for Connecticut SEEC requirements, including contributor fields and compliance settings.

***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.***](https://anedot.com/accounts/application)

*If you need to update your Public Display Name, Billing Statement Descriptor, Campaign Address, or Account Owner, please contact our Support team* [***here***](https://www.anedot.com/getsupport) *for assistance.*

## Create A SEEC Compliant Donation Page

If you have opened a brand new fundraising account, first, access the account **Dashboard** within your fundraising account.

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

1. Access the **Action Pages -> Pages** tab from the main menu of your fundraising account.
2. Next, hover over the **Page Name.**
3. Open the **⋮** menu on the page row, then select **Edit**. You will be redirected to the Builder to customize your Donation Page.

## Add A Text Block

Within the Builder, access the **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 -> Giving** 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 presets**, complete the following:

1. Confirm suggested amounts are enabled for the frequencies you offer (or configure amounts per frequency).
2. *Optionally*, customize the donation amounts and featured label.

*We recommend adding the campaign's maximum transaction amount as one of the options. You can add an optional description next to an amount, and mark one amount as featured.*

### Transaction Amount Limits

Transaction minimum and maximum amounts are configured on **Finance → Payment → Transaction limits** (not on Giving).

1. Open the **Finance → Payment** tab in the Builder.
2. Under **Transaction limits**, set **Per transaction minimum** (for example, $5).
3. Set **Per transaction maximum** — for example, $320 *(for CEP Candidates)* or $250 *(for Non-CEP Candidates and State Representatives)*.

*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.*

### Save Giving Settings

After you finish **Finance → Giving** changes, click **Save** in the upper right of the Builder (the Giving panel does not use a separate **Update Preset** control).

### 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. *Venmo*
   5. *Bitcoin*
4. Under **Covers the Fees,** select **Disabled - Organization pays fees (default)**
5. Click **Save** in the upper right corner of the Builder.
6. Take a screenshot of the Payment configuration to send to the SEEC for approval.

## Customize Form Fields

Within the Builder, access the **Form** tab to add the required Form Fields to your Donation Page.

*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 require the **Phone** field, follow the steps below:

1. On the **Form** tab under **Standard fields**, expand **Phone**.
2. Check **Required field**.
3. Click **Save** in the upper right of the Builder if prompted to persist changes.

### Add Employment Fields

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

To configure **Employment** under **Standard fields**:

1. Expand the **Employment** row.
2. Enable **Required** and **Shown** for **Employer name**.
3. Enable **Required** and **Shown** for **Occupation**.
4. Under **Occupation label**, select **Principal Occupation** when required by the SEEC.
5. Optionally add help text *(see example text below)*.
6. Click **Save** in the upper right of the Builder to persist changes.

*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

Form fields that require the donor to select a response from a list create Custom Fields using a selection-style field (**Dropdown**, **Radio**, or **Checkbox** list type).

To create a selection field, follow the steps below:

1. Under **Custom fields**, click **+ New** (or **Existing** to reuse an account field).
2. Choose a selection-style field (for example, a dropdown list).
3. Expand the field to edit it.
4. Enter the question in **Field label**.
5. Under **List type**, select **Dropdown** (or Radio / Checkbox as needed).
6. Enter your list of available responses (one item per option).
7. Check **Required** if the field must be completed.
8. Optionally enable **Show on receipt**.
9. Click **Save** in the upper right of the Builder.

#### Text

To receive custom responses from donors, add a custom **Text** (or text area) field.

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

1. Under **Custom fields**, click **+ New**.
2. Select **Text** (or text area) as the field type.
3. Expand the field to edit it.
4. Enter the prompt in **Field label**.
5. Enable **Required** if the field must be completed to submit a donation.
6. Optionally add help text and enable **Show on receipt**.
7. Click **Save** in the upper right of the Builder.

#### 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. Under **Custom fields**, click **+ New**.
2. Select **Requirement** as the field type.
3. Expand the field to edit it.
4. Enter the **List of requirements**. The SEEC will need to provide these details.
5. Optionally add **"Click here to read legal definitions."** and link that text to the Legal Definitions provided by the SEEC.
6. Under **Agreement type**, select **Clickwrap** (adds a checkbox; Submission agrees by sending without a checkbox).
7. Optionally enable **Show on receipt**.
8. Click **Save** in the upper right of the Builder.

## Save Form Settings / Form Preset

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

1. Scroll to the top of the **Form** tab to **Form preset**.
2. Optionally click **Save as Preset** to reuse these fields on other pages (or **Apply to pages…** to push a preset).
3. Click **Save** in the upper right corner of the Builder to persist changes.

The SEEC will need an example donation, receipt, export, and a few other items to approve your account. Follow the steps below to gather them.

## 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 the **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.
6. Take a screenshot of the **Email Receipt**. The receipt will come from <info@anedot.com>. (*If you do not receive the receipt, it may take a few minutes. You can also check your spam or junk folders and add* [*info@anedot.com*](mailto:info@anedot.com) *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.

*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](/action-pages/action-page-basics/share-an-action-page.md).

## 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: <public.finance@ct.gov>
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.

*If you do not see this feature available in your account, please contact our Support Team via* [*anedot.com/getsupport.*](https://www.anedot.com/getsupport)

***

## Related

* [Page Builder Overview](/action-pages/page-builder.md)
* [Share an Action Page](/action-pages/action-page-basics/share-an-action-page.md)
* [State Specific Pages](/action-pages/state-specific-pages.md)
* [New Jersey Public Financing Page Setup](/action-pages/state-specific-pages/new-jersey-public-financing-page-setup.md)
* [Action Pages](/action-pages.md)


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation by asking a question.

Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters:

```
GET https://docs.anedot.com/action-pages/state-specific-pages/connecticut-seec-page-setup.md?ask=<question>&goal=<user_goal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.