Difference between revisions of "ProDon:Creating a Web Form"
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=== "Lists" Tab<br> === | === "Lists" Tab<br> === | ||
− | This tab allows you to configure the lists of predefined | + | This tab allows you to configure the lists of predefined options of the form. |
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable" | {| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable" | ||
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| width="50%" | | | width="50%" | | ||
− | <span style="color: rgb(255, 0, 0);">'''B:'''</span> The "Titles" tab allows you to modify the title options that | + | <span style="color: rgb(255, 0, 0);">'''B:'''</span> The "Titles" tab allows you to modify the title options that are available when a donor completes the form. |
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− | <span style="color: rgb(255, 0, 0);">'''C:'''</span> The "Road type" tab allows you to modify the road type options (e.g. street, avenue, place, etc.) that | + | <span style="color: rgb(255, 0, 0);">'''C:'''</span> The "Road type" tab allows you to modify the road type options (e.g. street, avenue, place, etc.) that are available when a donor completes the form. |
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− | <span style="color: rgb(255, 0, 0);">'''D:'''</span> The "Point of call" tab allows you to modify the point of call options (e.g. | + | <span style="color: rgb(255, 0, 0);">'''D:'''</span> The "Point of call" tab allows you to modify the point of call options (e.g. apartment, room, suite, etc.) that are available when a donor completes the form.<br> |
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− | <span style="color: rgb(255, 0, 0);">'''F:'''</span> The [[Image:Button add plus.png]] button allows you to a | + | <span style="color: rgb(255, 0, 0);">'''F:'''</span> The [[Image:Button add plus.png]] button allows you to add a country to the list at <span style="color: rgb(255, 0, 0);">'''E'''</span>. |
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− | <span style="color: rgb(255, 0, 0);">'''G:'''</span> The [[Image:Round arrows button.png]] button allows you to add to the list at <span style="color: rgb(255, 0, 0);">'''E'''</span> | + | <span style="color: rgb(255, 0, 0);">'''G:'''</span> The [[Image:Round arrows button.png]] button allows you to add all the existing countries in '''''ProDon''''' to the list at <span style="color: rgb(255, 0, 0);">'''E'''</span>. |
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− | <span style="color: rgb(255, 0, 0);">'''H:'''</span> The [[Image:Button Edit.png]] button allows you to modify a country | + | <span style="color: rgb(255, 0, 0);">'''H:'''</span> The [[Image:Button Edit.png]] button allows you to modify a country from the list at <span style="color: rgb(255, 0, 0);">'''E'''</span>. To do so, select the country to modify, then click on the [[Image:Button Edit.png]] button. |
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− | <span style="color: rgb(255, 0, 0);">'''I:'''</span> The [[Image:Bouton dupliquer.png]] button allows you to duplicate countries from another form to add them at <span style="color: rgb(255, 0, 0);">'''E'''</span>. | + | <span style="color: rgb(255, 0, 0);">'''I:'''</span> The [[Image:Bouton dupliquer.png]] button allows you to duplicate countries from another form and to add them at <span style="color: rgb(255, 0, 0);">'''E'''</span>. |
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− | <span style="color: rgb(255, 0, 0);">'''L:'''</span> This is the list of provinces the donor | + | <span style="color: rgb(255, 0, 0);">'''L:'''</span> This is the list of provinces the donor is able to choose from when he or she completes the form. |
− | '''NOTE:''' Even if the form is in English only, the French names of the provinces are added automatically. However, when an Internet user completes the English form online, only the provinces checked as "English" | + | '''NOTE:''' Even if the form is in English only, the French names of the provinces are added automatically. However, when an Internet user completes the English form online, only the provinces checked as "English" are available. |
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− | <span style="color: rgb(255, 0, 0);">'''M:'''</span> The [[Image:More less button.png]] button allows you to display or not | + | <span style="color: rgb(255, 0, 0);">'''M:'''</span> The [[Image:More less button.png]] button allows you to display or not the province on the form. |
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| colspan="2" | | | colspan="2" | | ||
− | After clicking on the [[Image:Button add plus.png]] button or double-clicking on a country in the list at <span style="color: rgb(255, 0, 0);">'''E'''</span> of this window, | + | After clicking on the [[Image:Button add plus.png]] button or double-clicking on a country in the list at <span style="color: rgb(255, 0, 0);">'''E'''</span> of this window, the following window opens. |
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| width="50%" | | | width="50%" | | ||
− | <span style="color: rgb(255, 0, 0);">'''B:'''</span> This option is only available if no instant payment method is used in the form or if it is a client form. If an instant payment method is used, the country must inevitably specified.<br> | + | <span style="color: rgb(255, 0, 0);">'''B:'''</span> This option is only available if no instant payment method is used in the form or if it is a client form. If an instant payment method is used, the country must inevitably be specified.<br> |
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− | <span style="color: rgb(255, 0, 0);">'''C:'''</span> Allows you to indicate that the country at <span style="color: rgb(255, 0, 0);">'''A'''</span> | + | <span style="color: rgb(255, 0, 0);">'''C:'''</span> Allows you to indicate that the country at <span style="color: rgb(255, 0, 0);">'''A'''</span> is the default country to appear on the Web form.<br> |
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− | <span style="color: rgb(255, 0, 0);">'''G:'''</span> Allows you to display the address in a single box or in separate boxes | + | <span style="color: rgb(255, 0, 0);">'''G:'''</span> Allows you to display the address in a single box or in separate boxes. For instance, a box for the street number, another for the street name, etc. |
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− | <br> | + | <br> |
=== "Payment" Tab<br> === | === "Payment" Tab<br> === |
Revision as of 12:01, 26 July 2013
Contents
[hide]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 home page and the website, 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 register online to 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 through a Web form, ProDon automatically adds him or her to the database when donations are imported..
Creating a Web Form
If it is not already done, it is better to configure the home page and the website prior to creating Web forms.
To learn how to configure the home page and the website, see this procedure.
To create a Web form, go to the "Web form management".
To do so, click on the "Configuration" menu, then select " | |
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"Form Options" Tab
This tab allows you to configure the general appearance of the form.
"Transaction" Tab
This tab allows you to configure the "Transaction" section of the form.
"Commitment" Tab
Allows you to configure the "Commitment" section of a Web form.
"Occasion and activity" Tab
After clicking on the "Set up validations on quantity and amount" button, this window opens. | |
A: Allows you to enter a minimum amount the donor can give. |
B: Allows you to enter a maximum amount the donor can give. |
"Frequencies" Tab
"Lists" Tab
This tab allows you to configure the lists of predefined options of the form.
Adding a Country
"Payment" Tab
This tab allows you to choose the payment methods donors may use.
"Customizations" Tab
This tab allows you to create the characteristics that will be added to the donors' files in ProDon during the import.
To learn how to configure the customizations of a Web form, see this document.
"Notes" Tab
This tab allows you to insert notes into the form.
"Email" Tab
This tab allows you to write the emails that will automatically be sent to donors once their donations will be made.
It is possible to write French and English emails for single donation transactions and for commitment transactions.
"Display" Tab
This tab allows you to customize the appearance of the form..
"Options" Tab
"Overview" Tab
"General" Tab
"Label" Tab
"Border" Tab
"Distribution list" Tab
This tab allows you to add checkboxes to the form so that the donors can register to different distribution lists.
If a donor checks a registration checkbox to a distribution list in the Web form, he or she will automatically be registered to a distribution list in ProDon during the import.
NOTE: This tab is only visible if the Email Blast Module is activated in ProDon.
"Import constants" Tab
This tab allows you to add characteristics or customized fields to donors' files during the import.
Web Form Examples
Web Form Example 1
Web Form Example 2
Web Form Example 3
Document name: ProDon:Creating a Web Form