ProDon:Home Page and Website Configuration

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Home Page and Website Configuration


Introduction

The Online Donation Module allows the donors to make donations directly through the Web.

In order for the donors to be able to make donations, a website must first be created and configured. The creation of an online donation website includes the configuration of the website's home page, as well as the creation of different Web forms. Each Web form is attached to a donation occasion, this ensures that Internet users are able to sign up for the fundraising activities of an organization, or make a donation directly online.


Moreover, when an Internet user makes a donation or registers to an activity via a Web form, ProDon adds him or her automatically to the database when importing the donations.


Home Page and Website Configuration

Prior to creating the Web forms, it is important to configure the home page and the website. The home page contains the list of all the Web forms available to Internet users.

After having made the modifications, you must send them in test and/or in production. For more information concerning the modification transfer, view this section.

To do so, go to "Web form management".

Click on the "Configuration" menu, then select
"Web form button.png Web forms".

Home page and Website Configuration 001.png


After clicking on "Web form button.png Web forms", this window opens.

Home page and Website Configuration 002.png

To configure the home page, click on the Configure website button.png button.


Configuration Tab

This tab allows you to customize the appearance of the home page, as well as a few options of the website. It is possible to choose the colours and writing fonts, to choose the colour of the background and margins, to add a logo and personalized notes, etc.


"Preview" Tab

This tab allows you to customize the appearance of the home page, as well as a few general options of the Web forms.

After clicking on the Configure website button.png button of the previous page, this window opens.

Home page and Website Configuration 003.png

A: The Colour button.png button allows you to modify the colour of the margin. To view an example of margin, see point A of the "Home Page Example" section.

B: The Colour button.png button allows you to modify the colour of the background. To view an example of background, see point B of the "Home Page Example" section.

C: The Colour button.png button allows you to modify the home page title and the Font button.png button allows you to modify the font of the home page title. To view an example of title font, see point C of the "Home Page Example" section.

D: The Colour button.png button allows you to modify the colour of the form name and the Font button.png button allows you to modify the form name font. To view an example of form name font, see point D of the "Home Page Example" section.

E: The Colour button.png button allows you to modify the colour of the form description and the Font button.png button allows you to modify the font of the form description. To view an example of form description font, see point E of the "Home Page Example" section.

F: The Edit font button.png button allows you to modify the font of the report that contains the list of online donations.

G: Displays a back link to the home page in the form. To view an example of back link to the home page, see point A of the "Web Form Example 1" section of the "Creating a Web Form" document.

H: Displays the time remaining in the session at the bottom of the form. To view an example of time remaining in the session, see point A of the "Web Form Example 2" section of the "Creating a Web Form" document.

NOTE: The session time is always limited.

I: Determines the duration of the session.

NOTE: Usually, the duration is set between 15 and 30 minutes to allow people to fill in the form rigorously.

J: This drop-down menu allows you to choose the positioning of the title and logo on the home page. To view an example of title and logo positioning, see point F of the "Home page Example" section. It is also possible to insert a banner in the header of the Web form or of the home page rather than inserting a title and a logo. To do so, select the option "Display only the logo followed by a space" or "Display only the logo without a space". To view an example of banner, see point M of the "Web Form Example 3" section.

NOTE: To learn how to modify the logo of the home page, see the "Web site documents" Tab" section.

K: Allows to round the corners of the background. To view an example of background, see point B of the "Home Page Example" section.

L: Allows you to add shading in the bottom right part of the background. To view an example of background, see point B of the "Home Page Example" section.


"French" and "English" Tabs

These tabs allow you to group forms.

NOTE: The "French" and "English" tabs are configured in the same way. The "English" tab allows you to configure English form groups and the "French" tab allows you to configure French form groups.

Home page and Website Configuration 004.png

A: Allows you to choose whether the home page will be in French only, in English only or in both languages. To activate the English home page, go to the "English" tab, then check the "English" checkbox.

NOTE: If French and English forms have already been created, both "French" and "English" checkboxes are checked automatically and cannot be unchecked. If the forms were created only in English, this checkbox is checked by default and cannot be unchecked, but the "French" checkbox can be checked or unchecked.

B: This drop-down list offers two date format options. The date format selected here will be the one appearing everywhere on the website.

C: Displays the forms in alphabetical order in the groups.

NOTE: To modify the order of the form groups, click on the Order button.png button at F.

  D: Allows you to see in which group the forms are. To modify the form groups, click on the Order button.png button at F.

E: The Button Arrow up.png and Button Arrow down.png buttons allow you to modify the order of the forms.

NOTE: It is possible to move the forms around only if the checkbox at C is not checked and if more than one form are placed in the same group.

F: The Order button.png button allows you to create, modify and delete form groups.


After clicking on the Order button.png button of the previous page, this window opens.

Home page and Website Configuration 005.png

A: It is the list of existing form groups. The "Order" field indicates the order in which the forms appear on the home page. The "Group" field indicates the names of the form groups.

B: To create a new form group, click on the Button add plus.png button. To modify an existing group, select the group at A, then click on the Button Edit.png button. To delete a group, select the group at A, then click on the Button Minus remove delete.png button.

C: The Button Arrow up.png and Button Arrow down.png buttons allow you to modify the order of the form groups. To do so, select the form group for which the order must be modified, then click on the Button Arrow up.png button to move it upward, or click on the Button Arrow down.png button to move it downward.


After clicking on the Button add plus.png or Button Edit.png button of the previous page, this window opens.

Home page and Website Configuration 006.png

A: This field indicates the order of the form on the home page.

B: This field allows you to name the form group.

C: The Colour button.png button allows you to modify the colour of the group name and the Font button.png button allows you to modify the font of the group name. To view an example of group name font, see point G of the "Home Page Example" section.

D: The Colour button.png button allows you to modify the colour of the border around the form groups on the home page. To view an example of border, see point H of the "Home Page Example" section.


"Labels" Tab

This tab allows you to modify different labels of the home page, the terms and conditions page and the website maintenance page.

Home page and Website Configuration 007.png

A: To view an example of header label, see point I of the "Home Page Example" section.

B: To view an example of title label, see point C of the "Home Page Example" section.

C: To view an example of maintenance message label, see point A of the "Website Maintenance Page Example" section.

D: To view an example of confidentiality label, see point J of the "Home Page Example" section.

E: To view an example of terms and conditions title label, see point A of the "Terms and Conditions Page Example" section.

F: To view an example of terms and conditions title 1 label, see point B of the "Terms and Conditions Page Example" section.

G: To view an example of terms and conditions text 1 label, see point C of the "Terms and Conditions Page Example" section.

H: To view an example of terms and conditions title 2 label, see point D of the "Terms and Conditions Page Example" section.

I: To view an example of terms and conditions text 2 label, see point E of the "Terms and Conditions Page Example" section.

J: To view an example of submit button label, see point K of the "Home Page Example" section.

K: Allows you to modify labels. To do so, select the label to modify, then click on Button Edit text.png.

NOTE: It is also possible to modify labels by double-clicking on the label to modify.


"Notes" Tab

This tab allows you to add notes to the home page.

Home page and Website Configuration 008.png

A: It is the list of notes that are on the home page. To view an example of note, see point L of the "Home Page Example" section.

B: The Button add plus.png button allows you to add a new note to the home page.

C: The Button Edit.png button allows you to modify an existing note on the home page. To do so, select the note to modify at A, then click on Button Edit.png.

D: The Button Minus remove delete.png button allows you to remove a note from the home page. To do so, select the note to remove, then click on Button Minus remove delete.png.

E: The Button eraser.png button allows you to delete all the notes at A at the same time.



After clicking on the Button add plus.png button or the Button Edit.png button of the previous page, this window opens.

Home page and Website Configuration 009.png

A: Enter the French label of the note in this field.

B: Enter the English label of the note in this field.

C: This menu appears by right-clicking in the field at A or B. It allows you to insert images or hyperlinks in the note. It is also possible to type an html code directly in the field, if desired.

CAUTION: However, Logilys does not offer technical support related to the use of html codes.

D: The Colour button.png button allows you to modify the colour of the font of the note and the Font button.png button allows you to modify the font of the note.

E: Choose, using the drop-down list, the positioning of the note on the home page.

F: Choose, using the drop-down list, the alignment of the note on the home page.

NOTE: To view an example of note, see point L of the "Home Page Example" section.


"Web site documents" Tab

This tab allows you to add and view the logos and images that are found on the forms.

Home page and Website Configuration 010.png

A: Allows you to view the French and English logos of the home page.

B: Allows you to modify the French and English logos of the home page.

C: Allows you to determine the height of the logo. The recommended height specified here is 68 pixels.

NOTE: It is possible to use a full-length image (banner), instead of a logo. To avoid the image being distorted, its width must be saved at 820 pixels. The height to be specified here is "0", so that the banner keeps its initial size. For a logo, the dimension is not important when saving, because it can be adjusted here.

D: It is the list of images that can be used on the forms.

NOTE: To insert a logo or an image in a form, you must first add it. To add a new image to the list, use the Button 2 plus add group.png button at G.

E: The Button funky check mark.png button allows you to check all the images of the list at D.

F: The Button funky x.png button allows you to uncheck all the images of the list at D.

G: The Button 2 plus add group.png button allows you to add one or many images to the list at D.

H: The Button 2 minus remove group.png button allows you to delete the images checked in the list at D. To do so, check the image to delete by clicking in the checkbox, then click on Button 2 minus remove group.png.

I: The Earth button.png button allows you to view the images at D. To do so, check the image to be viewed by clicking in the checkbox, then click on Earth button.png.


"Import" Tab

This tab allows you to configure the form of certain fields in order to have some sort of uniformity throughout the database.

Home page and Website Configuration 011.png

A: This field allows you to associate the same sector to each individual who completes online forms.

NOTE: When importing the donation, if a client already exists in the database and a sector is specified in the client file, his or her sector will be replaced with this one.

B: This field allows you to associate the same sector to each company that completes online forms.

NOTE: When importing the donation, if a client already exists in the database and a sector is specified in the client file, his or her sector will be replaced with this one.

C: If this checkbox is checked, the country specified by the donor in the form will always be imported in the import. If the checkbox is unchecked, all the countries will be imported, except if the country specified is the default one in ProDon. For instance, if the checkbox in unchecked, and the default country in ProDon is Canada and the donor has specified that his or her country is Canada, the country will not be imported into the database.On the other hand, if the checkbox is unchecked, and the default country in ProDon is Canada and the donor has specified that his or her country is England, the country will be imported into the database.

D: If this checkbox is checked, the format of the first and last names will be modified in the import so that only the first letter is capitalized. For instance, if a donor enters his or her name with capital letters only, ProDon will modify the form so that only the first letter is capitalized and that all the others are lowercase letters.

CAUTION: ProDon recognizes hyphenated names, such as Mary-Ann, and will perform the import correctly by keeping the capital after the hyphen, however it does not recognize names such as McGregor, this would be imported as follows: Mcgregor.

E: If this checkbox is checked, the formats of the city, the province and the country will be modified in the import so that only the first letter is capitalized. For instance, if a donor enters his or her city without capitalizing the first letter, ProDon modifies the form so that the first letter of the city name is a capital and the others are lowercase letters.

F: If this checkbox is checked, a comma is inserted between the street number and the street name in the import (only applicable in French).


Sending the Information to the Website

When modifications are made to the home page, you must send them to the IMakeAnOnlineDonation website. 

IMakeAnOnlineDonation has two interfaces, a test one and a production one.

The test interface is only available through ProDon and is used to validate the modifications made to the website before making it public. 

The production interface is accessible to all Internet users on the IMakeAnOnlineDonation website.


Sending the Home Page in Test

To send the configurations of the home page in test, click on the Test website button.png button, then select  "Send the configuration of the Website in test".

Home page and Website Configuration 015.png


Sending the Home Page in Production

To send the configurations of the home page in production, click on the Production OD button.png button, then select "Send the configuration of the Website in production".

Home page and Website Configuration 016.png

NOTE: After clicking on the Production website button.png button, ProDon will advise you to activate the maintenance to be able to send the configuration in production. Click on the "Activate" button.

CAUTION: If Internet users currently are on your IMakeAnOnlineDonation Web page, it will not be possible to activate the maintenance. In that event, you must wait for the user to leave the website. Once he or she leaves, it will be possible to activate the maintenance and to send the configuration in production.  


Viewing the Test Home Page

To display the test home page, click on the Test home page button.png button, then select "Display English home page".

Home page and Website Configuration 017.png


Viewing the Production Home Page

To display the production home page, click on the Production website button.png button, then select "Display English home page".

Home page and Website Configuration 018.png


Home page and Website Configuration Examples

Website Maintenance Page Example

This page appears when the website is in maintenance.

Home page and Website Configuration 012.png

A: Maintenance message label.


Home Page Example

Home page and Website Configuration 013.png

A: The margin is situated around the background. In this example, the margin is white.

B: In this example, the background is red, has rounded corners and shading.

C: The title is situated above the form list, in the top margin.

D: The name of the form is situated below the form group to which it was assigned.

E: The description of the form is just below the form name.

F: The logo and the title are always situated in the top margin. In this example, the logo and the title have been placed on the same line.

G: The names of the form groups are situated on the background, below the logo and the title.

H: In this example, the borders around the form groups are white.

I: Header label. This label is the one that will be used on the Web navigator tab.

J: Confidentiality label. This link leads to the terms and conditions page.

K: Submit button label.

L: Example of note. In this example, the note is positioned below the form list and aligned in the centre.


Terms and Conditions Page Example

After clicking on the "Confidentiality" link of the home page, this window opens.

Home page and Website Configuration 014.png

A: Label of the terms and conditions title.

B: Label of the terms and conditions title 1.

C: Text 1 of the terms and conditions label

D: Label of the terms and conditions title 2.

E: Text 2 of the terms and conditions label.



Document name: ProDon:Home Page and Website Configuration
Version : 4.6.9.6


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