ProDon:Home Page and Website Configuration

From Logilys
Revision as of 08:32, 27 June 2013 by Ncarrier (talk | contribs)
Jump to: navigation, search

Template:Header ProDon


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 can sign up 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 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.

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

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




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


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.


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 colouor 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 directly into 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 to the session at the bottom of the form. To view an example of time remaining to 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 form 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 document" Tab" section.

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

L: Allows you to add shade 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 "French" tab allows you to configure French form groups and the "English" tab allows you to configure English form groups.


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 can not be unchecked. If the forms have been created only in English, this checkbox is checked by default and can not 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.


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 name 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.










"Labels" Tab















"Notes" Tab






















"Website documents" Tab














"Import" Tab











Home page and Website Configuration Examples

Website in maintenance Page Example







Home page Example

















Terms and Conditions Page Example













Document name: ProDon:Home Page and Website Configuration