Difference between revisions of "ProDon:Training Plan - Online Donation Module"
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<br> | <br> | ||
| − | ==== | + | ==== Methodology ==== |
| − | + | The duration of the training on the Online Donation Module is 4 hours long. It is usually done online for 2 sessions of 2 hours each. | |
| − | + | During the first session, the trainer explains how to configure the home page of the IMakeAnOnlineDonation website with the person in training, explaining the basic options. | |
| − | + | During the second session, the trainer teaches the use of the most advanced functions of the module so the form becomes fully customized. He or she also teaches how to fill out a Web form and performs a payment test in order to insure that the module has been installed correctly. If time allows, the trainer assists the person in training with the creation of a second Web form, if necessary. | |
<br> | <br> | ||
| − | ==== | + | ==== Objectives ==== |
| − | * | + | *Being able to configure the home page of the IMakeAnOnlineDonation website.<br> |
| − | * | + | *Being able to create a Web form and to know the different possibilities.<br> |
| − | * | + | *Knowing how to import transactions into '''''ProDon''''' and process declined transactions. |
<br> | <br> | ||
| Line 27: | Line 27: | ||
<br> | <br> | ||
| − | ==== | + | ==== Course of the First Session ==== |
| − | ===== 1. | + | ===== 1. Configuring '''''ProDon''''' ===== |
| − | * | + | *Assignment of access codes to the users of the Online Donation Module<br> |
| − | * | + | *Addition of a button in the shortcut bar |
| − | * | + | *Verification of the donation occasion configuration<br> |
<br> | <br> | ||
| − | ===== 2. | + | ===== 2. Configuring the IMakeAnOnlineDonation Home Page ===== |
| − | * | + | *Formatting (colours and fonts)<br> |
| − | * | + | *Labels and notes<br> |
| − | * | + | *Addition of a logo or a banner<br> |
| − | *Configuration | + | *Configuration of the importation |
<br> | <br> | ||
| − | ===== 3. | + | ===== 3. Configuring the Web Form<br> ===== |
| − | * | + | *Difference between a client and a transaction form |
| − | *Configuration | + | *Configuration of different options and option lists<br> |
| − | *Activation | + | *Activation of the transaction and/or commitment section (requires the Prospecting and Commitments Module)<br> |
| − | * | + | *Addition of payment methods<br> |
| − | * | + | *Addition of notes<br> |
| − | *Configuration | + | *Configuration of the confirmation e-mail<br> |
<br> | <br> | ||
| − | ===== 4. | + | ===== 4. Sending and Viewing on the IMakeAnOnlineDonation Website<br> ===== |
| − | * | + | *Status of the "In development", "In test" and "Archived" forms <br> |
| − | * | + | *Sending the configuration of the website and the forms to the "Test" website |
<br> | <br> | ||
| − | ===== 5. | + | ===== 5. Question and Answer Period ===== |
<br> | <br> | ||
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<br> | <br> | ||
| − | ==== | + | ==== Course of the Second Session ==== |
| − | ===== 1. | + | ===== 1. Customization of the Web Form ===== |
| − | * | + | *Explanation of the different sections<br> |
| − | * | + | *Addition of the customizations<br> |
| − | *Types | + | *Types of customizations<br> |
| − | *Association | + | *Association of importations<br> |
| − | *Validation | + | *Validation and activation<br> |
| − | * | + | *Groups of customizations<br> |
| − | * | + | *Importation constants |
<br> | <br> | ||
| − | ===== 2. | + | ===== 2. Order of the Web Forms ===== |
| − | * | + | *Choice of the order of the Web forms on the home page<br> |
| − | * | + | *Groups of forms<br> |
<br> | <br> | ||
| − | ===== 3. Options | + | ===== 3. Options of the Website ===== |
| − | * | + | *Sending the configuration of the website and forms to the "Test" or "Production" website<br> |
| − | * | + | *Update and maintenance of the IMakeAnOnlineDonation website |
| − | *Consultation | + | *Consultation of the list of online donations<br> |
<br> | <br> | ||
| − | ===== 4. | + | ===== 4. Form Entry and Importation of the Donations ===== |
| − | * | + | *Entry process of a complete Web form |
| − | * | + | *Analysis of the donations to import |
| − | *Validation | + | *Validation of the importations |
| − | * | + | *Most common mistakes |
| − | *Importation | + | *Importation of the donations |
| − | * | + | *Management of the rejects |
<br> | <br> | ||
| − | ===== 5. | + | ===== 5. Question and Answer Period ===== |
<br> | <br> | ||
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<br> | <br> | ||
| − | ==== | + | ==== Here are some links to the online documentation on the Online Donation Module ==== |
| − | *[[ProDon: | + | *[[ProDon:Home Page and Website Configuration|Home Page and Website Configuration]]<br> |
| − | *[[ProDon: | + | *[[ProDon:Creating a Web Form|Creating a Web Form]]<br> |
| − | *[[ProDon: | + | *[[ProDon:Web Form Customization Configuration|Web Form Customization Configuration]]<br> |
| − | *[[ProDon: | + | *[[ProDon:Label Configuration|Label Configuration]]<br> |
| − | *[[ProDon: | + | *[[ProDon:Importing Donations|Importing Donations]]<br> |
| − | *[[ProDon: | + | *[[ProDon:Viewing Donations|Viewing Donations]]<br> |
| − | *[[ProDon: | + | *[[ProDon:URL Address of the Form|URL Address of the Form]]<br> |
<br> | <br> | ||
| − | {{Footer_ProDon}} | + | {{Footer_ProDon}} |
Revision as of 13:43, 7 April 2014
Contents
Methodology
The duration of the training on the Online Donation Module is 4 hours long. It is usually done online for 2 sessions of 2 hours each.
During the first session, the trainer explains how to configure the home page of the IMakeAnOnlineDonation website with the person in training, explaining the basic options.
During the second session, the trainer teaches the use of the most advanced functions of the module so the form becomes fully customized. He or she also teaches how to fill out a Web form and performs a payment test in order to insure that the module has been installed correctly. If time allows, the trainer assists the person in training with the creation of a second Web form, if necessary.
Objectives
- Being able to configure the home page of the IMakeAnOnlineDonation website.
- Being able to create a Web form and to know the different possibilities.
- Knowing how to import transactions into ProDon and process declined transactions.
Course of the First Session
1. Configuring ProDon
- Assignment of access codes to the users of the Online Donation Module
- Addition of a button in the shortcut bar
- Verification of the donation occasion configuration
2. Configuring the IMakeAnOnlineDonation Home Page
- Formatting (colours and fonts)
- Labels and notes
- Addition of a logo or a banner
- Configuration of the importation
3. Configuring the Web Form
- Difference between a client and a transaction form
- Configuration of different options and option lists
- Activation of the transaction and/or commitment section (requires the Prospecting and Commitments Module)
- Addition of payment methods
- Addition of notes
- Configuration of the confirmation e-mail
4. Sending and Viewing on the IMakeAnOnlineDonation Website
- Status of the "In development", "In test" and "Archived" forms
- Sending the configuration of the website and the forms to the "Test" website
5. Question and Answer Period
Course of the Second Session
1. Customization of the Web Form
- Explanation of the different sections
- Addition of the customizations
- Types of customizations
- Association of importations
- Validation and activation
- Groups of customizations
- Importation constants
2. Order of the Web Forms
- Choice of the order of the Web forms on the home page
- Groups of forms
3. Options of the Website
- Sending the configuration of the website and forms to the "Test" or "Production" website
- Update and maintenance of the IMakeAnOnlineDonation website
- Consultation of the list of online donations
4. Form Entry and Importation of the Donations
- Entry process of a complete Web form
- Analysis of the donations to import
- Validation of the importations
- Most common mistakes
- Importation of the donations
- Management of the rejects
5. Question and Answer Period
Here are some links to the online documentation on the Online Donation Module
- Home Page and Website Configuration
- Creating a Web Form
- Web Form Customization Configuration
- Label Configuration
- Importing Donations
- Viewing Donations
- URL Address of the Form
Document name: ProDon:Training Plan - Online Donation Module
