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 forms"
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After clicking on " Web forms", this window opens.
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To configure the home page, click on the button.
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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 button of the previous page, this window opens.
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A: The 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.
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B: The 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.
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C: The button allows you to modify the home page title and the 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.
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D: The button allows you to modify the colour of the form name and the 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.
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E: The button allows you to modify the colour of the form description and the 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.
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F: The button allows you to modify the font of the report that contains the list of online donations.
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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.
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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.
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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.
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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.
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K: Allows to round the corners of the background. To view an example of backfround, see point B of the "Home Page Example" section.
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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.
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"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.
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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.
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B: This drop-down list offers two date format options. The date format selected here will be the one appearing everywhere on the website.
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C: Displays the forms in alphabetical order in the groups.
NOTE: To modify the order of the form groups, click on the button at F.
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D: Allows you to see in which group the forms are. To modify the form groups, click on the button at F.
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E: The and 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.
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F: The button allows you to create, modify and delete form groups.
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After clicking on the or button of the previous page, this window opens.
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A: This field indicates the order of the form on the home page.
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B: This field allows you to name the form groups.
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C: The button allows you to modify the colour of the group name and the 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.
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D: The 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.
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"Labels" Tab
This tab allows you to modify different labels of the home page, the terms and conditions page and the maintenance website page.
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A: To view an example of header label, see point I of the "Web Maintenance Page Example" section.
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B: To view an example of title label, see point C of the "Home Page Example" section.
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C: To view an example of maintenance message label, see point A of the "Terms and Conditions Page Example" section.
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D: To view an example of confidentiality label, seepoint J of the "Terms and Conditions Page Example" section.
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E: To view an example of terms and conditions title label, see point A of the "Terms and Conditions Page Example" section.
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F: To view an example of terms and conditions title 1 label, see point B of the "Terms and Conditions Page Example" section.
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G: To view an example of terms and conditions text 1 label, see point C of the "Terms and Conditions Page Example" section.
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H: To view an example of terms and conditions title 2 label, see point D of the "Terms and Conditions Page Example" section.
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I: To view an example of terms and conditions text 2 label, see point E of the "Terms and Conditions Page Example" section.
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J: To view an example of submit button label, see point K of the "Home Page Example" section.
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K: Allows you to modify labels. To do so, select the label to modify, then click on .
NOTE: It is also possible to modify labels by double-clicking on the label to modify.
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"Notes" Tab
This tab allows you to add notes to the home page.
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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.
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B: The button allows you to add a new note to the home page.
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C: The 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 .
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D: The button allows you to remove a note from the home page. To do so, select the note to remove, then click on .
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E: The button allows you to delete all the notes at A at the same time.
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After clicking on the button or the button of the previous page, this window opens.
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A: Enter the French label of the note in this field.
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B: Enter the English label of the note in this field.
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C: This menu appears by right-clicking in the field at A or B. It allows you to insert images or hypertext links 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.
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D: The button allows you to modify the colour of the font of the note and the button allows you to modify the font of the note.
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E: Choose, using the drop-down list, the positioning of the note in the home page.
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F: Choose, using the drop-down list, the alignment of the note in the home page.
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NOTE: To view an example of note, see point L of the "Home Page Example" section.
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"Website documents" Tab
This tab allows you add and view the logos and images that are found in the forms.
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A: Allows you to view the French and English logos of the home page.
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B: Allows you to modify the French and English logos of the home page.
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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 ajusted here.
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D: It is the list of images that can be used in 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 at G.
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E: The button allows you to add all the images of the list at D.
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F: The allows you to uncheck all the images of the list at D.
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G: The button allows you to add one or many images to the list at D.
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H: The button allows you to delete the images checked in the list at D. To do so, check the image to be deleted by clicking in the checkbox, then click on .
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I: The 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 .
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"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