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Configuration :: Version4.1

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Enter Account Info

Swiper1 Android application will operate and process transactions without any customization. The minimum required information for processing is:


Main Screen
  • Click & Pledge Portal login email
  • Click & Pledge Login password
  • Click & Pledge Account number

To help with the continuous use of the application at events provisions are available to minimize the need for repeated login prompts.  The following options are available:

  • Stay logged in:  Will keep the session open until the Logout option is clicked from the settings area (accessible through the hamburger menu)
  • Remember User Id & Account #:  Remembers all entries except the password.  To log back in after exiting the app will require entry of the password
  • Show Password:  Provides open field entry for password instead of hidden password displayed as stars.
Once logged in the application will check with the Click & Pledge Portal settings to determine if Salesforce CRM has been enabled. Features will be enabled based on various settings in the Click & Pledge Portal, Salesforce, and within the Swiper1 App.

Swiper1 may be customized through the Options menu available at the bottom of each page.  The following describes all available options.

Options

Options All application settings are accessible through the options menu.  Click on the "Options" bar located at the bottom of all screens to access the application settings.

The following are the top level options available through the options menu:

Option Menu

Merchant Profile

Confirm the account information as well as the order mode. The default order mode is set to Test allowing for the test credit card to be used. Real credit cards may only be transacted in the Production mode. 

Select the payment types, so that they will be displayed in the payment page. Credit card will be the default payment option. echeck and Custom payment should be enabled according to the use. Don’t forget to save the settings at the end.

Merchant Profile

Device Manager

Select the device being used. This is an important step. Using the wrong device with the wrong settings will result in an error.

Device Manager

Settings

The following options are available in Settings.

Settings

Additional Options

For additional optional settings, refer the link: http://manual.clickandpledge.com/Swiper1-Additional-Options.html

Event Settings

In the Event Settings, click on the Request Authorization button to integrate Swiper1 with Events. Make sure that the status is Authorized.

Event Settings

Store Manager

The store manager is the combination of items and categories. Once the category is created, we can create the item. We can create a number of items in one category. The store manager can be accessed from the new transaction screen.

Store Manager 

Reports

Reports may be downloaded for specific date or period using the local database. The report is available for all transactions performed with the unit and may be cleared using the Privacy link in the Settings area. Reports may be emailed or printed using the Bluetooth printer option. Swiper1 report includes:

  • Order #

  • Transaction date

  • Customer name

  • Payment type

  • ID

  • Subtotal

  • Additional fee

  • Tax

  • Surcharge

  • Total due

  • Total charged

  • Tax deductible

  • Signature

  • Recurring Type

  • Periodicity

  • #Installments

  • Location

Reports

Backup & Restore

The Backup & Restore option available in Swiper1 is more than just a simple backup. The feature has specifically been designed to provide an easy method to replicate one Store from one device to another.

Here are a few specific features:
 

  1.      Backup to the cloud minimizes local storage use.
  2.      Only one backup per User ID / account.
  3.      QR-Code links to the backup.
  4.      Restore settings, store or both from the SAME "account" users through email.
  5.      Restore settings, store or both from the OTHER "account" users through QR-Code.
Backup & Restore

Privacy

The local database may be erased. Clearing the local database will NOT remove the data from the Click & Pledge portal. Reports may be downloaded from the portal at any time following clearing the local database. The local database maintains a copy of all transactions for reporting and printing the register report. Reports may be printed or emailed prior to clearing.

Privacy

About

Detailed information about the Swiper1 application as well as contact & support questions is in this section.

About


Additional-Options :: Version6.8

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By default, Swiper1 is setup to work with least restrictions. Upon installation, Swiper1 is fully operational with appropriate login credentials. To customize Swiper1 follow the various setting options described below:

General Settings

The following options may be customized :

  • Require a signature for all transactions (ON / OFF): In ON position signature will be required.
  • Require a signature for transactions over $: A limit may be set for signature. All transactions over the set limit will require a signature while transactions below the limit will NOT require a signature. 
  • Pre-Authorization: In ON position, Pre-Authorizations let you get authorization for the card by doing a Zero $(0.00) transaction. By entering the number of days, Pre-Authorization will be allowed for that period only. After that automatically the transaction will be canceled.
  • Add Billing Information: In ON position, it will ask for customer’s Address, City, Country, State, Zip/Postal Code and Phone details on the Billing Information Screen. 
  • Sales tax option (%): In ON position all transactions will incur an added tax. In the following example, a 6% tax is added to all transactions by default. The calculated tax may be edited during the transaction process. 
  • Tax deductible option (%): In ON position, the percentage of the transaction that is tax deductible will be displayed. In the following example, 50% of all payments will be tax deductible. The tax deductible portion will appear in the receipt.
  • Default SKU: In ON position, we can enter the Default SKU. SKU (Stock Keeping Unit) is an identification, usually alphanumeric, of a particular product that allows it to be tracked for inventory and other purposes.
  • Tracker: Trackers will be saved and may be downloaded through the reporting portal. The TEXT entered in the Tracker will be posted to Salesforce CRM as part of the transaction record.
  • Default Campaign: Campaign will be saved and may be downloaded through the reporting portal.  The campaign will also post to Salesforce and matched against the existing campaigns. Non-existent campaigns will be created automatically.
  • GiveBig Campaign URL Alias: You can connect swiper1 to your GiveBig campaign by entering the GiveBig campaign in this area so all transactions done on swiper1 will get posted to your GiveBig campaign. Make sure that Swiper1 and GiveBig have the same account number. 
  • Connect Campaign URL: By entering the campaign name here, you are connecting Swiper1 to your Connect Campaign, so transactions done through Swiper1 will automatically be added to the Connect campaign. Make sure that Swiper1 and Connect have the same account number.
Don’t forget to SAVE the settings.

General Settings Page

Cash Register Defaults

Default product may be defined to minimize field entry at the time of processing. The default values will auto-populate the cash register.


Cash Register Default

Additional Payments

Additional Payment

Additional Payment Page
Additional payments may be added to the final basket at the time of checkout. This feature is ideal for Tips or additional donations. Default selections will appear as buttons that may be clicked for adding the respective value to the total processing amount, in addition to an open field where the user can enter an amount. The settings may be in fixed amount or in the percentage of total basket. In percent mode amounts may also be set to round to the nearest round value.
Example 1:
Total basket amount:  $123.45
Default selections:  $10, $20, $30, $40
The patron selects $10 so the grand total will be posted as:  $133.45

Example 2:
Total basket amount:  $123.45
Default selections:  10%, 20%, 30%, 40%
At checkout the following options will be made available:
      • $12.34 (10%)
      • $24.69 (20%)
      • $37.04 (30%)
      • $49.38 (40%)
The patron selects $12.34 so the grand total will be posted as:  $135.79

Example 3:
Total basket amount:  $123.45
Default selections:  10%, 20%, 30%, 40%
OPTION:  Round to option
At checkout the following options will be made available:
      • $12 (10%)
      • $25 (20%)
      • $37 (30%)
      • $49 (40%)
The patron selects $12 so the grand total will be posted as:  $135.45

Additional Surcharge

A surcharge may be added to the subtotal prior to processing. The surcharge may be in the form of a fixed amount, a percentage, or both, e.g. $5 or $2+5% or 5%.


Additional Surcharge

Recurring options

Recurring Options

When the recurring option is enabled, the user can select one of the two recurring options: Installment or Subscription. By selecting the subscription option, the total amount of the transaction will re-process for the specified number of times. If an installment is selected, then the total amount will be divided by the selected number of installments. At least one periodicity should be selected. Recurring period and number of times should be selected accordingly. If the default is set to infinite, Subscription will be set to 999 and installments will be set to 998. Settings can be locked so it will not be editable by the user. 

Receipt Settings

Receipt Settings
Receipts may be emailed, printed and/or sent by text message.  The various settings in this settings provide several features for printing and emailing the receipt.
  • Email Receipt:  In ON, receipts will be emailed to the patron with a valid email address.

    • Organization Information: Any text entered in Organization Information will appear on email receipt.

    • Thank you message: Any text entered in Thank you message fields will appear on email receipt.

    • Terms & Conditions: Any text entered in Terms & Conditions field will appear on the print receipt.

  • Print Receipt: In ON, receipts will be printed at end of transaction on compatible printer

    • Print option: In ON, the Print option will be made available as an option after the completion of the transaction.

    • Print payment info: In ON, the card holder name & last four digits of the credit card will be printed on the receipt.

    • Print terms & condition: In ON, the terms & condition will be printed on the receipt.  Depending on the length of the terms & conditions this option may use extra paper.

    • Receipt header: By default the Swiper1 logo will appear at the top of the printed receipt. If custom text is entered here, then Swiper1 logo will be replaced with this message.

    • Receipt footer: If custom text is entered in this field, the message will appear at the bottom of the receipt.

    • Terms & Conditions: If custom text is entered in this field, then the Terms & Conditions will appear on the print receipt.

  • SMS Receipt: In ON, at the end of transactions a patron can request a receipt sent by SMS or text message.

    • Receipt Information: Customize text message to patrons. May use transaction auto fill fields to include date, total amount, and patron's full name.

Questions & Terms

  •  An unlimited number of questions may be added to form. The questions & answers will appear on both the printed and emailed receipt.
  •  The Terms & Conditions will also be added as a separate page during the checkout process. Once enabled, the user has to AGREE to the listed Terms & Conditions before being able to finalize the payment. The Terms & Conditions will appear on the receipt based on the previous settings.

 Questions & Terms

Events :: Version7.2

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Click on the App menu on the upper right corner of your screen, and select Click & Pledge Events from the drop-down.

Then Select C&P Event Management tab. 

To create a new event, select Create New Event button.

Create New Event 

Events

Once you have created your events, click on the name of the event to manage it. Click the plus sign [+] to view and manage the sections. Use filter to show all or some events.

Upcoming Events will show events that have a start date greater than today's date. 

Archived Events will show events whose end date has passed. 

Active Events are the events who have not reached their end date.

Event Detials

Basic Information

Enter all the basic event details. In Basic Information fill all the mandatory fields (*) that need to be completed to create an event. All other sections like Additional Information, Messages, Discount Plans, etc. allow for further customization but they are not needed for the event to work.

Event Information

  • Event Name (Internal)*: Enter the Event Name which will be used for internal purpose.
  • Event Name (External)*: Enter the Event Name which will be used for external purpose.

NOTE: Internal and External Event names can be same or different.
  • Event Description: Give the theme or cause for conducting the event. 
  • Start Date*: Enter the Start Date of the Event.
  • End Date*: Enter the End Date of the Event.
  • Venue/Location: Enter the address of the Event / Venue.
  • Site Template*: Select any template from the list. If you are creating Event for the first time, you can choose from one of the Default template will be available. After your event is created you may customize it, or choose another  template, or create your own template.
  • Total Inventory: You may enter an inventory for the total number of attendees for the event. Inventories may be set for registration levels as well, but total number of registrations sold cannot exceed this number.
  • Anonymous: Events will be considered ‘Named’ unless the ‘Anonymous’ option is selected. With Named events, for each ticket sold first name, last name and email address needs to be entered for each ticket. For Anonymous events, multiple tickets can be purchased without providing this information. Contact creation for each named attendee will follow your Match Mode settings within the C&P Settings tab under Contact & Account. 

      NOTE: Settings cannot be changed once a ticket has been sold.

  •       Registration Timeout*: Inventory will be blocked for specific minutes which will be mentioned in the given text box.

  •       Hide Registration Timer: If selected, the timer will be hidden. Please note that when you hide the registration timer, the system will not block the number of tickets from the inventory until the tickets are purchased.

  •       Mode*: Active - ready to process transactions; Inactive –cannot be viewed and link will show inactive message; Test – may run test transactions with test credit card number (4111111111111111).
Pricing/Registration Level

      At least one registration level must be created for each event. 

C&P Account 
  • C&P Account*: If your organization has multiple Click & Pledge accounts, Select the account you wish to use for this event. If you want to offer multiple accounts, use 'Add Account' button. 
  • C&P Account Name*: Enter the C&P Account Name.
  • Payment Type*: Select payment types for this event. These payment types must be active within your Click & Pledge account to be accepted for your events. To review your payment options within your Click & Pledge account, you can access them by
  •                   1.Login to Click & Pledge portal: https://portal.clickandpledge.com/

              2.Then go to Account Info > Accepted Cards.
  • Custom Payment: If you wish to name other payment types, like Cash or Check. Separate the payment types with semi-colon (;).
  • Free Payment: When the cart total amount is zero, it will process as free payment. Transaction details can be viewed in C&P Data.
  • Add Accounts: If you have multiple Click & Pledge accounts you may add additional accounts then allow patrons to select an account. Display Label appears if you have multiple accounts. It allows you to distinguish between the accounts.
 Ex: - If you have accounts in different regions, you may identify them by their region. Or if accounts are in different countries, you may want to distinguish by currency. 

Always click SAVE to save any changes.

Additional Information

      You can customize Event and Levels in this section. Use the radio buttons to access either Event or Levels. All customizations are optional.

 
      Event

Google Map Address: Enter the address information to be used for the Google map of the event. Display Address fields allows you to customize location text on the map.

Other Details:
  •       Event Coordinator: Select the event coordinator from the Event Coordinator Lookup.

  •       Category: Select the Category from the Drop-Down menu or create a new category.

  •       Browser Tab Title: The name which is mentioned here will be the browser tab title for the External Registration Page.

  •       Event Profile Image: Upload the event image which helps the registrants to identify easily.

  •       Campaign: Select the campaign from the Campaign Lookup.

  •       Discount Code Label: The name which is entered here will be displayed in the External Registration Page in Discount Section. By default, it will be “Coupon Code”.

Ex: - If the Discount Code Label is Event Discount Coupon Code, then it will appear in External Registration Page as shown below.

External Registration Page
  • Agenda (PDF only): Upload a PDF file which will be sent as an email to the registrant and attendee.

  • Agenda Display Name: The name which is mentioned here will be the Agenda Display Name.

  • Additional Payment: If checked, you allow patrons to make additional payment/donations with their registration. If you are accepting additional payment/donations, you need to add Labels for it.

· Label For Additional Donation

· SKU For Additional Donation

· Tax Deductible %

· Campaign For Additional Donation

Registration Fields Visibility:

The columns which are selected Show in the Visibility section will be displayed in the External Registration Page. Except Level Name and Register columns, all can be hide. Label name can also be changed.

Button Labels customization:

The button label name can be changed but we cannot hide the buttons.

Registrant Default SMS:

It works with Twilio, which is the third party application. The message which is given here will be considered as the registrant default SMS.

Always click SAVE to save any changes.

SEO Meta Tags:

Meta tags offer information about an event that various search engines can understand. The "SEO Meta Tags" field is included in the "Additional Information" tab as well as "Registration Sites." The entries in these fields will be added in the META section of the page as required by search engines and social sites. In the absence of the META information, search engines will use random texts from the page which may not result in the most optimized & visually correct listing of the event/site. The area provided may be used for inclusion of any META information and limited to 32K characters.

Levels:

Select a level to edit the following

Levels

Except Name on Reports, all the fields are optional. Based upon the need, they can be utilized. The other fields are:

  •  Report Color
  •  SKU
  •  Campaign
  •  Discount Code Label
  •  Level Description
  •  Inventory Sold
  •  Available Inventory
  •  GoToWebinar Registration
  •  Attendees Designation / Role Label
  •  Attendee Default SMS

 Always click SAVE to save any changes.

Discount Plans

Discount Plans

Create an unlimited number of discount plans. Discount plans may be layered

  • Discount plans are applied to registration levels or event

  • May be batch uploaded

  • Discount plan name

  • Discounts by %, Fixed discount or a combination of both

  • Required Start and End date

  • Inventory

  • Coupon code

  • Group discount

Always click SAVE to save any changes.

Messages

Customize message for Event and Levels. This includes messages displayed during registration/payment process and on automated email receipts (if send receipt is selected).

Event

Messages

  • Before Registration Starts

  • Sold Out

  • After Event Ends

Payment

  • Show Terms & Conditions

  • Acknowledgement Mandatory

  • Terms & Conditions Text

  • Thank You

  • Payment Declined

Default System Receipt

  • Send Receipt: If you choose to send the system receipt, Click & Pledge will email an itemized receipt to registrant. If sending the default receipt, you have the option of customizing the following:
  • Receipt Header: Enter the Receipt Header to appear on the Email Receipt.

  • Terms & Conditions: Enter the Terms & Conditions to appear on the Email Receipt.

  • Internal Notification: Enter email addresses of those who need to be notified when transactions occur. Emails on list will be sent a copy of the receipt when a transaction occurs. Separate all emails with a semicolon (;).

Levels

Select a level and customize that level’s Sold Out message. Sold Out message will show if inventory is depleted for that level.

 

Always click SAVE to save any changes.

Registration Emails

Registration Emails will send email receipts to the attendees and registrants. Create unlimited number of registration emails. Registration Emails may be layered. These are the options for the registration emails:

  •  Recipient
  •  Name*
  •  Mode (Active)
  •  Send Date
  •  Payment Methods*
  •  Levels / Items
  •  From name
  •  From mail
  •  Bcc
  •  Subject
  •  Attachment
  •  Message

 Always click SAVE to save any changes.

Form Fields

A form field consists of contact fields and custom questions.

Contact Fields:

Using the contact fields you can add or remove optional fields in the Billing Information section. The changes which are made here will reflect in the Billing Information page which follows the external registration page.

Custom Questions:

Unlimited number of custom questions can be created. Custom questions may be layered as well.

  •  Question Applies to*: Event Organizer has the option of selecting to whom the custom applies to.
  •  Section*: Select the section from the Drop-Down menu or create a new section.
  •  Question*: Enter the custom question.
  •  Answer Type*: Select the answer type from the Drop-Down menu.
  •  Required*: If the required checkbox is enabled then the custom question must be answered in the External Registration Page.
  •  Visible*: If this checkbox is enabled only that custom question will appears in the attendee / registrant details in the External Registration Page.
  •  Default Value: If visible option is unchecked, then a default value should be given for that field. If the Visible option is checked, then the default value can be given in the External Registration Page.

Designer

        Customize your widgets, event page, tickets and name badges with Designer.

  • Widgets: Create widgets for your external online registration page for information like weather, maps, etc. If the widget type is single, the widget can be placed anywhere on the page as a single widget.  If tabbed widget is selected, the widget will show in a tabbed section.
  • Site Templates: Choose from Click & Pledge templates or create a custom template for your site. After selecting a layout, you can customize it using the text editor and the Merge Fields.
  • Tickets: Choose from Click & Pledge ticket templates or create customized tickets for your event. After selecting the layout, you can customize your tickets using the Merge Fields and text editor.
  • Name Badges: Choose from Click & Pledge name badge templates or create customized name badges for your event. After selecting a layout, you can customize your name badges using the Merge Fields and text editor.

Registration Sites

Registration sites will give you the option of designing any number of registration sites for an event, using different templates and include different registration levels in each site. This option is good for events with multiple levels such as members, sponsors, and so on, where they don’t want the same registration form sent to everyone.

Check-In & Check-Out

Check-In & Check-Out for attendees of a particular event can be managed in this section.

  •  Swiper1 Access: Allows Click & Pledge users to check-in and check-out attendees through Swiper1 mobile application. 

Registrations

Review registrants and attendees, send registration emails and access Temporary Contacts to manage any registrants or attendee who are not current contacts in Salesforce. In registrations, we can perform many features likes Issue Credit, Make payment again, Delete registration and Send SMS. 

Box office

Use the Box Office to manually add or register attendees for the events.

Event Listing Sites

C&P Event Listing Sites is a landing Page for all your events. You may create an unlimited number of Listing pages and each Event Listing Page can show an unlimited number of events.       

Ex: - You may wish to have an Event Listing Page for Conferences and a separate listing page for your Fundraising Events.

Swiper1 Global Access

Swiper1 global access will Active events  that need to integrate with the Swiper1 mobile app. Add and manage individual users and enable them to use Swiper1 to accept payments and to Check In and Check Out event attendees.

Before adding a user to this section, the individual must first be with a user in your Click & Pledge administrative system. To add users to your Click & Pledge administrative system, you need to:

  1. Login to your administrative portal: https://portal.clickandpledge.com/ and go to Account Info > Users. 

Default Settings

The changes which are made here are considered to be the default settings and will apply for all the events. Default Settings may be layered

·  Default Settings Details

  •  Default Site URL
  •  Default C&P Account Number
  •  Default Payment Methods for Site
  •  Default Payment Methods for Box office
  •  Before Registration Starts Message
  •  Event Sold Out Message
  •  Level Sold Out Message
  •  After Event Ends Message

· Payment

  •  Show Terms & Conditions
  •  Acknowledgement Mandatory
  •  Terms & Conditions Text
  •  Thank You
  •  Payment Declined

· Default System Receipt

  •  Send Receipt
  •  Receipt Header
  •  Terms & Conditions
  •  Internal Notification

· Registration Email

  •  Email From/Reply-to Name
  •  Email From/Reply-to Address
  •  Bcc
  •  Email Subject
  •  Email Body

Publish :: Version1.2

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Event and Event Listing Pages are available to the public using either the View button or adding the iFrame code to your website or social sites.

After you create your Event or Event Listing page, you can find the View button and iFrame Code on your C&P Events and C&P Event Listings Detail page.

View Button:

View button will be available in every section. By clicking on the View button, you will be directed to the External Registration Page.

NOTE: The eye symbol which is available in the list of Events and Events Listing Sites pages will also be directed to the External Registration Page.

 Events Page:

Events Page

Event Listing Sites:

Events Listing Sites Page

iFrame Code:

iFrame Code in Basic Information

Step 1: Go to Basic Information of the desired event.

Step 2: Click on iFrame Code in Default Registration Block. Copy and paste the code in your website or social sites.

Ex: - <iframe src="https://clicknpledgedemo.secure.force.com/default/cnp_paas_evt__ExternalRegistrationPage?event_id=a17o00000013eVEAAY&WidgetType=RegistrationWidget" align="top" height="900" width="960" frameborder="0"></iframe>

Copy the highlighted code and paste it in the address bar so that you will be redirected to External Registration Page.

Gravity-Forms :: Version5

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API Information

References:

Support:  3rd Party Integrations are supported through the forum only.  Please post all your questions to: http://forums.clickandpledge.com/forumdisplay.php?f=78
Requirements: 
  • Gravity Forms requires a minimum of WordPress version 3.7+
  • MySQL 5
  • PHP 5 
Setup:
  • Go to ‘plugins->Installed Plugins’ enable the ‘Gravity Forms Click & Pledge’

 ClickandPledge:GravityForms
  • Click on ‘Forms->Settings->C&P Payments’ to enter Click & Pledge Credentials like ‘Account ID’, ‘API Account GUID’ and to setup other settings
  • Account ID, API GUID are located at the Click & Pledge administrative portal > Account Info > Profile > API

    Click & Pledge API Information

  • Please follow the documentation here to create a form http://www.gravityhelp.com/documentation/page/New_Form
Assigning From to process through Click & Pledge:
  • Click on ‘Forms->Click & Pledge’ to display all available forms
  • Select the ‘Gravity Form’ to process then click on ‘Save’ button

Setting SKU for a Product

SKU's are added for each item and option as a hidden field.  The following example shows how to add SKU to a single item as well as one with options.

Example 1:  T-Shirt with SKU=abc-123

Item definition:

Gravity Forms - T-Shirt

Note:  In the above example the Field id for the item is shown as:  Field ID 2.


Add a hidden field:

GravityForms Hidden Fields

Set up the hidden field referencing the Field ID as in the Product setting:

Properties field label:  {SKU}{FIELDID=2} - Please note that all fields are case sensitive - SKU & FIELDID should be in all caps.

Gravity Forms- T-Shirt- Properties

The Advanced tab is the value of the SKU.
Gravity Forms- T-Shirt- Advanced

Example 2:

For products with options such as those listed in a pull down menu or a radio button, each option needs to be set up with an SKU.  SKU's may be the same or different.

Hidden field format:  {SKU}{FIELDID=fid}{OPTION=value}
  • fid = Field ID of the product as listed in the Product listing
  • value = Option's value- each option of a product has to be set up with a unique value and that value needs to be listed to identify the SKU's reference.
Gravity Form- Product Radio Button

Each "Choice" requires a separate hidden field.  

Option: Small

The field label:  Reference the Field ID of the item as shown in the item's blue label area.
Gravity Forms- T-Shirt Small

& the SKU value as set in the Advanced tab.  SKU = abc-small

Gravity Forms- T-Shirt- Small- Advanced

Option: Medium
Gravity Forms - T-Shirt Medium option

& the SKU value as set in the Advanced tab.  SKU = abc-Medium
Gravity Forms - T-Shirt option Medium


Option: Large
Gravity Forms - T-Shirt Large

& the SKU value as set in the Advanced tab.  SKU = abc-Large
Gravity Forms - T-Shirt - Large option advanced

Custom Questions

The following fields are posted as custom questions:

  • Single Line Text
  • Drop Down
  • Number
  • Radio Buttons
  • Paragraph Text
  • Multi Select
  • Checkboxes
  • Hidden

Gravity Form Custom Questions

The fields may be placed on the page and configured without any special considerations.  The application will consider all the listed fields as custom questions by default.

Handling Donations when the option “Other” is selected

Other Donation Amount

In the Donation page, If you are going to select the option “Other”, then please make sure to change these settings in the “Form Editor” page.

Form Edit

Step 1: Click on “Forms”.

Step 2: Select the Form name and click on “Edit”. It will redirect to the below screen. 

SKIPIF0

For the Label “Other”, change the Value to “{SKIPIF0}” so that it won’t post duplicate items to Salesforce Opportunity Object. 

Label for Payment method when Payment methods are set to Conditional Logic

If there are multiple options for payment methods and they are displaying with conditional logic, then the label should be one among these three:- 

  1. Payment Method 
  2. Select Payment Type 
  3. Select Payment Method

 

Payment Method

How to Build a Gravity Form with Recurring & One-Time Options

Form Field 1

Step 1: Click on New Form in Form. 

Step 2: Drag and drop the fields according to the user's need. 

EX:- In Standard Fields, select the Name Field, then the user needs to enter the first name and the last name in the External Page. 

Step 3: For every form, Product field is the mandatory. Drag and drop the Product field from the Pricing Fields and enter the details. 

Step 4: In Field Type ID, select the option from the drop-down menu. For example, if the user selects the User Defined Price then the amount can be entered in the external page.

Recurring Option

Step 5: Drag and drop Recurring from the Pricing Fields. 

Step 6: Enter the Field Label (name). 

Step 7: The Label names can be changed according to the need. 

Step 8: There are two types in Recurring. 

Subscription: The whole amount will be paid until the periodicity ends. 

Installments: The whole amount will be divided into the number of periodicity selected. 

Step 9: Select the periodicity. It may be 1 week, 2 weeks, 1 month, 2 months, quarter (3 months), 6 months or year. The options which are selected here will appear in the external page.

Credit Card Option

Step 10: Drag and drop Credit Card, so that the user can do his payment. 

NOTE: eCheck and C&P Custom payments are also available.  

Don't forget to save the changes. 

External Page

The external page will look like the above screenshot. 

Step 11: By selecting the Recurring checkbox, the user can perform recurring. By de-selecting it, the user can perform one-time payment.

Donor-Management :: Version5.2

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Join the User Forum:  Salesforce Donor Management User Group

About
Click & Pledge has developed a FREE "real-time" integration with the Salesforce(TM) CRM platform.  Our solution takes advantage of the Salesforce Foundation's FREE offering of 10 Enterprise users to all registered nonprofit organizations.
Below is a recorded overview of the Click and Pledge Payment as a Service Application on the Salesforce AppExchange. Webinar covers:
  • Integration set up
  • Contact creation - control how contacts are created, eliminate duplicates
  • C&P Settings - customize your app
  • Autoresponder - set up automatic email responses based selected criteria
  • Designer - to create custom emails
  • C&P Reports - predefined and custom reports
  • C&P Data - record of data log by transaction
  • Virtual Terminal - for manual transactions, reprocessing, batch processing, inputting cash/check transactions, card swipe
  • Swiper1 - accept transactions from smart phone, integration includes Salesforce lookup
  • and more

Salesforce-Event-Post Installation :: Version4.6

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Table of Contents  [ Hide]

Prerequisites

Before installing “Click & Pledge Event Management” Package you must first:
  • Install “Click & Pledge PaaS Class Library” package
  • Install "Click & Pledge Payment-as-a-Service"
  • Complete the Activation between Click & Pledge and Salesforce
  • Complete the "Click & Pledge Payment-as-a-Service" Post Installation instructions
After Installing “Click & Pledge Event Management” you need to Create Site (if not created earlier). This is a Salesforce public URL site. 

Select the preference

Three options will be displayed. Select the desired option and click on Install for moving ahead. 

Approve Third-Party access

Enable the check-box and click on Continue for the completion of Events Post Installation.

Sites

Please refer to the PaaS post-installation for creating a site.  The Event application uses the same site as set up in the PaaS application.

Post-Installation :: Version8.7

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Need Assistance with Post Installation?

You can join our forum and get the help you need. Please post to the forum that you need upgrade assistance here:

http://forums.clickandpledge.com/forum/platform-product-forums/salesforce-upgrade-assistance

Step 1: Add C&P Account Info to C&P Settings

Go to C&P Settings > C&P Account to add your Click & Pledge accounts. There is no limit on the number of Click & Pledge accounts that may be added in a single Salesforce.com instance.
  • C&P Account Name - Enter one name to C&P Account. This is used for the internal reference.
  • C&P Account Number - Enter the Click & Pledge Account Number. See below for instructions to know how to find the C&P Account Number.
  • C&P Account GUID - This number is located in your Click & Pledge Account. See below for instructions to know how to find the C&P Account GUID.
  • C&P Account Status - Select the status (Active / Inactive) from the drop down menu.  
  • C&P Account Currency Code - Select the currency code from the drop down menu. 
Step 1 C and P Settings
After entering the above information, click  on 'Add/Update’. Once the Account is created, it can be modified by clicking 'Edit'. Or deleted by clicking 'Del' button.

Hint: If you do not see the C&P Settings tab you can access it by clicking on the + sign on the very right end of your tab area. This will bring up all your tabs.
Access Tabs

To find your Click & Pledge Account information you need to:

  1. Login to your Click & Pledge Account at  https://portal.clickandpledge.com and click on the ‘Account Info’ which is at the upper right corner.
  2. Under the 'Your Profile' tab, click 'API Information'.
  3. Find Account ID (C&P Account Number) and API (PaaS/FaaS) Account GUID (C&P Account GUID).
Step 1 C and P Portal

Step 2: Set up Contact matching Preferences

Within C&P Settings, go to Contact & Account tab to set up preferences
 
With Contact Matching you can customize when your Contacts are to be created by choosing a Match Mode and selecting which field(s) you wish to include. This allows an organization complete control of Contact Creation which will eliminates duplicate Contacts.

Note: Most organization should find that the Semi Automatic mode will work best to reduce duplicates. Transactions will be added to a Contact when fields match and then organization will use C&P Temporary Contact tab to determine how to handle all Contacts who do not match.

Match Mode - Choose a mode. With Contact Settings there are 3 modes to choose from:
  • Fully Automatic Contact Creation - A transaction will be placed under an existing Contact when one of the selected fields within each of your chosen columns is matched. If a transaction does not meet the selected criteria then a new Contact is created.
  • Semi Automatic Contact Create - A transaction will be placed under an existing Contact when one of the selected fields within each of your chosen columns is matched. If a transaction does not meet the selected criteria then it will be created in C&P Temporary Contact.
  • Manual Contact Creation - Every transaction will create a contact within C&P Temporary Contact.
C&P Temporary Contact tab will allow you to choose to create a new contact or merge with an existing contact.

Match Fields: Select field(s) you wish to have the Contact search select from. For columns, you can choose one or more fields. To select more than one field in a column, select <CTRL> key then select fields. A Contact will need to match one field within each column. Only choose fields within the columns you wish to have included in the search. See example below:

Match Fields

Step 3: Set up ‘Contact & Account’ Mapping Preferences

After selecting your preferences, don’t forget to save the changes by clicking on ‘Update Map Fields’.
Step 3 Update Map Fields

Step 4: Update Setting on Contact Layout Pages

To setup all settings, go to 'Contact Page Layout' page first. The path is shown below:
Click 'Setup' > App Setup > Customize > Contacts > Page Layouts > Click on Edit.
Step 4 Setup

Step 4 Contact Page Layout

Step 4a: Add 'C&P Miscellaneous Information' Visualforce Page to Contact View page

Completing Step 4a will allow you to view Credit Card, eCheck payments, Manual Opportunity Settlement and Soft Credits on your Contact's page.

In 'Contact Layout' select 'Visualforce pages' section.  Drag the 'section' icon to create a new section. Name the section 'C&P Info' then drag 'C&P Miscellaneous' to that section. Save the settings.

After adding this page, you will be able to see payment details in the Contact Detail page.
Step 4 C and P Info

Step 4b: Place 'Virtual Terminal' button & 'Invoice Virtual Terminal' button in Patron/Contact Detail page

In 'Contact layout', select 'Buttons' section. Drag 'Virtual Terminal' button and 'Invoice Virtual Terminal' button into 'Custom Buttons' area under 'Contact Detail' section. Then click on Save.

Step 4b Buttons

Step 4c: Place 'Related Lists' on Patron/Contact Detail Page

At 'Contact Layout' select 'Related Lists' section. Add:
  • C&P Autoresponder Queue
  • C&P Autoresponder Sent Email Log
  • C&P Contact Alias
  • C&P Custom Questions
  • C&P Data
  • C&P Recurrings
  • C&P Soft Credits Given
  • C&P Soft Credits Received
  • C&P Transactions
  • Opportunities
  • C&P Invoice
  • C&P Pledge
  • C&P Broadcaster Member Activity
Drag these Related Lists items and place them in an appropriate place (up to User convenience). Then click on Save.
Step 4c Related Lists

Step 4d: Place 'Fields' on Patron/Contact Detail Page

At 'Contact Layout' select 'Fields' section. Add:
  • C&P Connect Alias
  • C&P Alias Contact Data
Step 4d Fields

Then Click on Save.

Step 4e: Disable 'New Button' on following related lists

'New Button' needs to be disabled for:

  • C&P Autoresponder Queue
  • C&P Autoresponder Sent Email Log
Step 4e Disable New Button

At ‘Contact Layout’, click on ‘Related Lists’ section --> then move to the respective Related List Properties

Step 4e Related List Properties

Click on the '+' button.

Step 4e Click Expend Icon

Uncheck the New Button, select the ‘Manage Payment Autoresponder Queue’ from Available Buttons and click on ‘Add’ so that it moves into Selected Buttons field.

Step 4e Disable Standard Buttons

Click on OK to save the settings
Step 4e Click OK

Step 4e Manage Payment Autoresponder

Step 5: Settings for using Opportunity Products

Within C&P settings we have an option called “Use Products for each item in an Opportunity".  Enable this option ONLY if you are using the Opportunity>Product model.  Most implementations do not use the Product model so this step may be skipped.

This option is located under C&P Settings > Opportunity

Step 5 Opportunity

Read the statement under Opportunity Products to know which settings should be made to enable the Opportunity Products. Setup > App Setup > Customize > Opportunities > Settings. Click the checkbox to enable then click Save button.

Step 5 Opportunity Settings

Step 6: Update Setting on Opportunity Layout Page

To add C&P Soft Credits to Opportunity Layout Page follow these instructions:
Click on Opportunities tab then select and an Opportunity

Step 6 Opportunities

Then select Edit Layout

Step 6 Edit Layout

Step 6a: Place 'Fields' on Opportunity Detail Page

At ‘Opportunity Layout' select 'Fields' section. There find
  • C&P Contact
  • C&P Order Number
  • C&P Payment Type
  • C&P Recurring ID
  • C&P SKU
  • C&P GL Account Number
  • C&P Class   
  • C&P Sub Class
  • C&P Invoice
  • C&P Tax
  • C&P Tax Deductible   
  • C&P Discount

Click on SAVE.

Step 6a Opportunity Layout

Select following Related Lists,  then individually drag it into page layout.
  • C&P Allocations
  • C&P Opportunity Pledge
  • C&P Soft Credits
Click on SAVE.

Step 6a Related Lists

Step 7: Site Creation

Click & Pledge applications use a site for registration forms, invoices, autoresponder images, and more.  A single site is all that is needed for all applications.  There is no need to create multiple sites.  All applications use variables at the end of the URL to identify the form.

To create a basic Force.com Site, you need to follow the following steps:
  • Register a domain name
  • Create a Force.com Site using the domain name
User Interface
The steps described below are based on the standard "Profile User Interface".  Set up the user interface to the Standard before proceeding with the listed steps:
Setup > App Setup > Customize > User Interface >Setup > Uncheck the checkbox for the ‘Enable Enhanced Profile User Interface’ option.  You may revert back to the enhanced interface upon completion.
Step 7 User Interface

Registering a domain name
In order to create your sites you must first register your Force.com domain name. This only has to be done once. You should choose a domain name that represents your organization rather than a specific site.
Navigate to Setup > Develop > Sites and enter a domain name.
It is best to enter your company or organization name since it is the basis for the site domain name.  For example, if your website address is:  http://www.My-Company.com, use "My-Company" as the URL prefix to force.com as illustrated below:

Step 7 Register Domain

Creating a Site
In Setup > Develop > Sites, click on the "New" button.  

Step 7 Sites

In "New Site" the following fields are important:
  • Site Label - The name of the site as it appears in the user interface.
  • Site Name - The name used when referencing the site in the Force.com API.
  • Site Contact - The user responsible for receiving site-related communications from site visitors and Salesforce.com.
  • Default Web Address - The unique Force.com URL for this site. Salesforce.com provides the first part of the URL; you must create the suffix using only alphanumeric characters.  We recommend using a generic name as this name will be used by all Click & Pledge products.  Using a name as "default" may serve this purpose.
  • Active - Activates the site.
  • Active Site Home Page - This points to the default Visualforce page to display when your site is active.
  • Clickjack Protection Level - Specifies the type of framing allowed. If same origin framing is selected, site pages can only be iframed by the other pages on the same domain name and protocol security (HTTP or HTTPS).    Allow framing by any page (no protection)
  • Salesforce feature note: http://docs.releasenotes.salesforce.com/en-gb/spring14/release-notes/rn_sitecom_clickjacking.htm

Click on SAVE.

New Site

Public Access Settings
Click on "default" (site label as set in the previous step) in the Develop > Sites

Public Access Settings

Click on the "Public Access Settings" button

Site Defaults

Click on the "View" link for the following Objects:
  • Contact
  • Opportunity
At  "Field Level Security" > "Standard Field Level Security" set all fields as follows:

Field Level Security

Enable all "Visible" fields in the "Contact" object

Step 7 Default Profile

Set as "Visible" all fields in the Opportunity object

Step 7 Visable

and for the "Standard Object Permissions" set the following permissions:

Step 7 Standartd Object Permissions

Guest User's Time Zone
In the Develop > Sites > Site Label (i.e. default) > Public Access Settings > View Users.

Profile Detail

Click on "Site Guest User, Default" under Full Name.

Default site Guest User


Click on the "Edit" button

Edit Guess User

In the "Locale Settings" set the site's Time Zone matching the "Personal Information" Time Zone and click SAVE.

Default Site Guest User Time Zone

Permission Set Assignments
Click on "Edit Assignments" in the "Permission Set Assignments" section, at site guest user detail page.

Personal Setup > My Personal Information > Personal Information > Permission Set Assignments.


Edit Permissions

Permission Sets:
Enable the following permission sets.  Additional permission sets may be available and used as needed.  The following are essential for the proper implementation of the Event & Payment Management applications:
  • PS-CnP-Event-ONLY-SiteGuestUser
  • PS-CnP-PaaS-ONLY-SiteGuestUser
Step 7 Enabled Permission Sets

Step 8: Delete the Legacy Tab - C&P Temporary Contact

When the “Click & Pledge Payment as a Service” application is updated from V9.1014 (or prior) to V9.2030, you will find two C&P Temporary Contacts in the “All Tabs” screen.

NOTE: This is not for new customers who are directly installing V9.2030.

To delete one of the C&P Temporary Contacts Tab, follow the steps below:

Step 1: Click on your name (logged in user) on the top right.

Step 2: Select Setup from the menu.

Step 3: Go to App Setup from the left menu & Click on Create.

Step 4: Select Tabs.

Step 5: Under Custom Object Tabs, Find C&P Temporary Contacts and Click on the Del (Delete) option.

Step 6: A pop-up will be displayed for the confirmation. Click on OK. Then C&P Temporary Contacts will be deleted.

Step 7: To verify whether C&P Temporary Contacts is deleted or not, click on All Tabs button. You should find only one C&P Temporary Contacts.

Step 9: Mail Chimp Integration

Create a MailChimp account https://login.mailchimp.com/signup?  by giving valid email id, unique username and secure password. 

Move to ‘C&P BroadCaster’ tab in Click and Pledge and click on ‘Account Settings’.

Account Details

Step 1: Enter the Account name of your choice. This is used for internal reference.

Step 2: API Key is located in MailChimp Account. The procedure to find API key is given below.

Step 3: Client ID is located in MailChimp Account. The procedure to find Client ID is given below.

Step 4: Client Secret is located in MailChimp Account. The procedure to find API key is given below.

Step 5: After entering the above information, click 'Authorize & Verify'.  Once Account is created, it can be modified by clicking 'Edit' button.

Procedure to find API key:

Login into MailChimp Account at https://login.mailchimp.com

API Key

Click on the MailChimp account name which is at the top right of the screen (Account > Extras > API keys). Copy the API Key and paste it in C & P Broadcaster. 

Procedure to find Client ID & Client Secret:

Client ID

Client ID 1

Step 1: Enter the App name of your choice. This is used for internal reference.

Step 2: Enter the App description which gives some knowledge on the app.

Step 3: Enter the Company / Organization name.

Step 4: Enter the Company’s official website url.

Step 5: Upload Company’s official Logo.

Step 6: Enter the Redirect URL as  “https://cnp-paas.na11.visual.force.com/apex/verification”. You can find this URL at C&P Broadcaster. While copying the URL, make sure that to copy up to apex replacing Broadcast with verification.

Example:  https://cnp-paas.na11.visual.force.com/apex/verification

Step 7: After entering all the fields, click ‘create’ button to generate the ‘Client ID’ & ‘Client Secret’.

Client ID 2

After Updating the App, it will show that the Application is updated. Copy the ‘Client ID’, ‘Client secret’ and paste them in C&P Broadcaster before clicking Authorize & verify. After clicking Authorize & verify, it will be directed to the below screen.

C&P to MC

Enter the Username and Password of MailChimp account. After successful Log In, It will be directed to the below screen.

Verification

Click on ‘Verification’ button, it will be directed to the below screen.

Successful

Once the status is Authorized, it will show the Remote Site Settings URL.

Successful1 

Click ‘Click Here’ so that it will be directed to the ‘All Remote Sites’ page.

All emote Sites 

Click on ‘New Remote Site’, it will be directed to the following screen.

Remote Site

Step 1: Enter the Remote Site Name.

Step 2: Copy the Remote Site URL from C&P Broadcaster.

Step 3 (Optional): By enabling it, Protocal Security will be disabled.

Step 4 (Optional): Give the description of the Remote site. Make sure Active check box is enabled.

Step 5: After entering the details, Click the ‘Save’ button.

This is how MailChimp is integrated with C&P PaaS.

Step by step procedure on how to use Mailchimp with C&P Broadcaster

After integrating the Mail Chimp with C&P PaaS, follow the below steps to verify the integration.

List

Step 1: Login at MailChimp and create a List as shown below

After creating the List, it will be directed to the following screen which shows the List details.

List

 Then, Go to Sales Force > C & P Broadcaster > Email Lists > Synchronized List

If C&P Broadcaster & MailChimp is successfully integrated, then the List which was created in MailChimp will appear here in Sales Force as shown below.

List Info

The main theme of integrating MailChimp into C&P PaaS is to send emails to many at a time. For this purpose, reports should be selected. In reports, we can send emails to different people by giving the requirements.

Report 2

Go to C&P Reports and click on ‘New Report’.

Report1

Step 1: This report type is used when we want to send mail to the transactions which are in C&P Transactions.

Step 2: This report type is used when we want to send mail to the transactions which are in Opportunity Products.

Step 3: This report type is used when we want to send mail to the transactions which are performing recurring.

Step 4: This report type is used when we want to send mail to the transactions which are processed through Patron Value.

Report2

Step 1: Enter the name of the Report.

Step 2: At least select one Application name, so that the transaction will be performed by either ‘Group By’ or ‘Add Filter’ or both.

Step 3: If ‘Group By’ is selected, then the following screen will appear.

Report 3

Enter the desired fields from ‘Select Fields’, ‘Group By’, ‘ Aggregate Functions’ and click ‘Run Query’ so that ‘Group By’ will be performed.

Step 4: If ‘Add Filter’ is selected, then the following screen will appear.

Report 4

Then move to the C&P Broadcaster > Email Lists > Action > Create Merge Field.

Create Merge Fields

Merge Fields

Step 1: Select the name of the C&P Report Name from the drop down box.

Step 2: The names of the Merge Fields will be changed here.

Step 3: At a stretch, 10 fields can be added.

Step 4: After selecting the desired fields, Click ‘Save’ to change the settings.

Email Design

Step 1: Go to C&P Broadcaster > Email Designer

Step 2: Click on ‘New Email Design’.

Email Design 1

Step 1: Go to C&P Broadcaster > Email Designer.

Step 2: Select the List which was created in the MailChimp from the drop down box.

Step 3: Click ‘Go’ to save the settings.

C&P Designer

Step 1: Select the Category of the Designer from the drop down box.

Step 2: Select the template of the Designer from the drop down box.

Step 3: Select the desired layout.

Merge FieldsC&P Designer

Create the Designer by filling the mandatory fields along with the Merge fields and save it.

Synchronized Designer

After creating the designer, go to ‘Email Designer’ and click on ‘Synchronized Email Designer’.

Step 1: It will show the details of the Email Campaign.

Step 2: It will send the mail to the selected List now.

Send Now

Step 3: It will send the Test mail. By enabling it, it will ask to whom the test mail should be sent. After entering the Email Id, the test mail will be sent to that email.

Step 4:  It will copy the same Email Campaign.

Step 5:  By Selecting the Schedule, it will direct you to another page where it asks about when you have to send the mail and its details.

Step 6: It helps to delete the Email Campaign.


Activation :: Version2.9

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Salesforce Connection

Connecting your account with Click & Pledge and Salesforce is as easy as entering a few parameters in the Click & Pledge's administrative portal.  Any number of Click & Pledge accounts may be connected to a single Salesforce account through the following steps: [Once activated all checkout pages as well as API and widgets will post donation and payment information to the Salesforce account]

NOTE: API Class Library version should be 2.3000 or more.

Step By Step Procedure:

Login to the Administrative Portal: https://portal.clickandpledge.com

Salesforce Connection

Step 1: Click on Account Info.

Step 2: Click on 3rd Party.

Step 3: Click on SF Connection. SF Connection is a token less connection.

Step 4: Account Type: Select the Account type.

Sandbox: Sandbox is used for testing and development. After developing here, we will move to production.

NOTE: If your Salesforce instance is Sandbox then on the right top there will be a word called “Sandbox: xxxxx”. Xxxx means name of the Sandbox.       

Production: Day-to-day activities will be performed in Production.

NOTE: If your Salesforce instance is Production then there won’t be any sign.

Step 5: Login URL: Salesforce Login URL is the complete address of your Salesforce account.

Eg:- https://na15.salesforce.com or https://xyz.my.salesforce.com where xyz is the custom domain name.

Salesforce URL

Step 6: Salesforce.com Organization ID: Follow these steps to find the Organization ID.

Salesforce > Setup > Administrative Setup > Company Profile > Company Information > Salesforce.com Organization ID.

Copy the Organization ID and paste it in the allocated text-box.

Step 7: Click on Verify button. After clicking on Verify button, the page will redirects to the Portal login screen. Enter the details and check, you will see that the connection is Connected.

NOTE: If it is not connected then you might enter wrong Login URL or wrong Organization ID.

Step 8: Enable post to Salesforce: Enable the Check-box, so that the transactions which are posted by Salesforce to Portal will be posted back to Salesforce after verification.

Step 9: Error Notification List: The error transaction details will be emailed to the email ids which are mentioned here. Make sure to separate the emails with semi-colon (;).

Step 10: Click on Update to save the settings.

Salesforce Embedded Virtual Terminal

Embedded Virtual Terminal is used in Auctions. If the customer is not interested to share his Credit Card details, then the Event coordinator can send the eVT link. Through this link, the customer can enter the details and process the transaction on his own.

Eg: - The following screenshot is one of the example eVT  where the customer can fill his details and process the payment.

eVT

To enable eVT, follow the below steps in Click & Pledge portal (https://portal.clickandpledge.com/)

Salesforce eVT

Step 1: Click on Account Info.

Step 2: Click on 3rd Party.

Step 3: Click on Sf eVT.

Step 4: Enable the Salesforce Activation.

Step 5: Select the Account Type.

Step 6: Enter the salesforce Login details.

Step 7: Enter the Token (Personal Setup > My Personal Information > Reset My Security Token).

Reset Security Token 

Click on “Reset Security Token” button. You will receive an email where there will be Security token. Copy and paste it in the text-box.

Step 8: Salesforce.com Organization ID: Follow these steps to find the Organization ID.

Salesforce > Setup > Administrative Setup > Company Profile > Company Information > Salesforce.com Organization ID.

Copy the Organization ID and paste it in the allocated text-box.

Step 9: Error Notification List: The error transaction details will be emailed to the email ids which are mentioned here. Make sure to separate the emails with semi-colon (;).

Step 10: Click on Update to save the settings.

For more information on Embedded Virtual Terminal, follow this link: http://manual.clickandpledge.com/Salesforce-Embedded-Virtual-Terminal.html

Salesforce-PaaS-Nonprofit-Starter-Pack :: Version2.8

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NonProfit Starter Pack Users:
In Payment as a Service version 7.0 and higher, the appropriate settings will automatically be selected and no Account Settings options will be available.

The reason Account Settings is not available is because the Nonprofit Starter Pack already creates Accounts, so Click & Pledge’s App disables Account Settings so duplicates are not created.

NPSP

Installation :: Version3.3

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App Installation

Swiper1 Google Play Store QR CodeSwiper1 requires an active Click & Pledge account.  If you need an account Apply Here. Install the Swiper1 app through the Android Play Store or iTunes App Store. Following the App installation instructions provide on the store you select.

The illustrated QR Code is a direct link to the Google Play Store for Swiper1.

Once installed the application may be used for manual credit card processing without any need for the Swiper1 hardware.  No additional fees for manual entry. If using the Swiper1 device, credit cards may be processed by swiping the card.

Salesforce Activation

Connecting your account with Click & Pledge and Salesforce is as easy as entering a few parameters in the Click & Pledge's administrative portal.  Any number of Click & Pledge accounts may be connected to a single Salesforce account through the following steps: [Once activated all checkout pages as well as API and widgets will post donation and payment information to the Salesforce account]

NOTE: API Class Library version should be 2.3000 or more.

Step By Step Procedure:

Login to the Administrative Portal: https://portal.clickandpledge.com

Salesforce Activation

Step 1: Click on Account Info.

Step 2: Click on 3rd Party.

Step 3: Click on SF Connection. SF Connection is a token less connection.

Step 4: Account Type: Select the Account type.

Sandbox: Sandbox is used for testing and development. After developing here, we will move to production.

NOTE: If your Salesforce instance is Sandbox then on the right top there will be a word called “Sandbox: xxxxx”. Xxxx means name of the Sandbox.       

Production: Day-to-day activities will be performed in Production.

NOTE: If your Salesforce instance is Production then there won’t be any sign.

Step 5: Login URL: Salesforce Login URL is the complete address of your Salesforce account.

Eg:- https://na15.salesforce.com or https://xyz.my.salesforce.com where xyz is the custom domain name.

Login URL 

Step 6: Salesforce.com Organization ID: Follow these steps to find the Organization ID.

Salesforce > Setup > Administrative Setup > Company Profile > Company Information > Salesforce.com Organization ID.

Copy the Organization ID and paste it in the allocated text-box.

Step 7: Click on Verify button. After clicking on Verify button, the page will redirects to the Portal login screen. Enter the details and check, you will see that the connection is Connected.

NOTE: If it is not connected then you might enter wrong Login URL or wrong Organization ID.

Step 8: Enable post to Salesforce: Enable the Check-box, so that the transactions which are posted by Salesforce to Portal will be posted back to Salesforce after verification.

Step 9: Error Notification List: The error transaction details will be emailed to the email ids which are mentioned here. Make sure to separate the emails with semi-colon (;).

Step 10: Click on Update to save the settings.

Enabling Swiper1 in the Click & Pledge Application

Once the Swiper1 App has been enabled, Swiper1 needs to be activated in the C&P Settings.

1. Click on C&P Settings

2. Click on Swiper1 tab

3. Check the Activate Swiper1 checkbox

4. Click on Update Swiper1

Swiper1 Activation

Precautions to be taken when Swiper1 in installing in Marshmallow (Android 6.0)

In Marshmallow, the users need to grant permission to the apps. Unlike before versions, the user needs to grant permissions while the app is running.

Eg: - If the user downloaded an app related to the camera when he opens the app then he needs to give the camera permissions to the app. The user can revoke the permissions at any time by going to the app’s settings screen.

In the same way, when a Marshmallow user downloads Swiper1 app then he should give the below permission for full access:

1. Location Permission

 Geo-Location is needed for identifying the transaction location.   Swiper1 will not run without Geo-Location permission.

Location Permission

2. Camera Permission

The camera is needed for QR-Code scanning and Catalog design.   Swiper1 will not run without Camera permission.

Camera Permission

3. Audio Permission

Audio is needed for card swiping using the Swiper1 hardware.   Swiper1 will not run without Audio permission.

Audio Permission

 4. External storage Permission

External Storage is needed for Catalog images & description.  Swiper1 will not run without External Storage permission.

External Storage Permission

 5. SMS Permission

 SMS is needed for sending a receipt.   Swiper1 will not run without SMS permission.

SMS Permission

Only after clicking on Allow button on all these permissions, the Swiper1 app will open for Marshmallow users (Android V6.0).

Auctions-for-Salesforce :: Version3.3

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Overview

In Groundwire Auctions for Salesforce version 3.0 the option to use Click & Pledge as a payment processor has been added. So now, at your auction your patrons can be pre-authorized then charged for their items purchased at the end of the event. Since this will be using the Click & Pledge  Payment as a Serive App, receipts will be automatically emailed to patrons and the organization per usual. And the transaction will be recorded under the Contact's record. 

In order to use Click and Pledge with Groundwire Auctions for Salesforce version 3.0 and higher you need to have:
  • Install Auctions for Salesforce App & follow the installation instruction as provided by the application.  [see documentation]
  • Presumably you should already have a Click & Pledge Account and have installed the Click and Pledge Payment as a Service App on Salesforce. If you have not, you would need do this first.
  • Created an Embedded Virtual Terminal within the Click and Pledge app
  • Complete the 'After Installing' and 'Integrating with a Payment Processor' instructions also available within Groundwire's Install & Configuration Guide. For this you will need to add your Click & Pledge embedded virtual terminal ID and Click & Pledge account ID within custom settings. 

Auctions Integration

Auctions integration consists of three steps:

  1.  Integration
  2.  Embedded Virtual Terminal creation
  3.  Custom Settings 

First Step: Integration: 

In integration process we have two more steps. One is to integrate Click & Pledge to Salesforce and another one is to integrate Salesforce to Click & Pledge.

Step 1.1: Click & Pledge to Salesforce

Portal Settings

Step 1: Login to portal with Email address & Password.

Step 2: Click on Account Info.

Step 3: Click on 3rd Party.

Step 4: To run Auctions, Sf eVt information should be updated successfully. Click on Sf eVt.

Step 5: Enable the checkbox to integrate Click & Pledge to Salesforce.

Step 6: Select the Account type by clicking on the radio buttons.

NOTE: If you are login through login.salesforce.com then it is Production type. If you are login through test.salesforce.com then it is sandbox type.

Step 7: Enter the portal user name and passwords (twice).

Step 8: To know your Token id, go to Personal Setup > My Personal Information > Reset My Security Token and click on “Reset Security Token” button. An email will be sent to the registered email account. In that email, you will find the token. Copy and paste the token here.

Step 9: To find the organization ID follow the path: Login to Salesforce > Setup > Company Profile > Company Information > Salesforce.com Organization ID. Copy and paste it here.

Step 10: After entering all the details then click on “Verify & Update” button.

Step 11: Make sure that you will see the successful message.

Step 1.2: Salesforce to Click & Pledge

Salesforce Settings

Step 1: Login to Salesforce and click on the “C&P Settings” tab.

Step 2: Click on the “C&P Account” tab.

Step 3: Type a name for internal reference.

Step 4: Copy and paste the account number from the portal. Account Info > Profile > Your Profile > API Information.

Salesforce Info

Step 5: Copy & paste the “Account GUID” from above.

Step 6: Select “Active” from the account status. Only active accounts may be used in the VT and event.

Step 7: Select the currency set for the account. Click & Pledge accounts are set up with a specific currency. Make sure to select the correct currency.

Step 8: Click on “Add/Update” to save the record.

An unlimited number of Click & Pledge accounts may be added in this section.

Second Step: Embedded Virtual Terminal Creation

Creation of eVT

Step 1: Click on the “C&P Embedded Virtual Terminal” tab. If you don’t find the tab on the menu bar then click on “All Tabs (+)” button and select from the list.

Step 2: Click on “New” to create one Embedded Virtual Terminal.

eVT Settings

Step 3: Application Information: Enter the desired Application name, version number and identification number.

Step 4: Enter the Page name.

Step 5: C&P Account Number: Select the desired C&P Account number from the drop-down menu.

NOTE: The drop-down menu will appear only when you have more than one C&P Account.

Step 6: Terms & Conditions:

Show Terms & Conditions: If this checkbox is enabled then terms & conditions will be displayed in the external page and vice versa.

Show Acknowledgement Mandatory: If this checkbox is enabled then a checkbox will appear before Terms & Conditions in an external page. Only after enabling this checkbox, Process Payment button will be enabled.

External eVT Page

Step 7: Terms & Conditions Text: The text which is entered here will be displayed in the external page (Only if the checkbox for “Show Terms & Conditions” is enabled in Step: 6).

Step 8: Payment Methods: Enable the checkbox for online payments to which you opted to display in the external page.

Step 9: Messages:

Thank you: The text entered here will be displayed after the successful transaction in the external page.

Payment Declined: The text entered here will be displayed after the unsuccessful transaction in the external page.

Step 10: Receipt Customization: Whatever text given here will be seen in receipt mail.

NOTE: Receipt does not support images in the body of the text.

Step 11: Object Settings: Select the settings based upon the requirement.

Step 12: After entering all the details, click on “Save” button. You will find “Base URL” in Page Information.

Third Step: Custom Settings

Login to Salesforce account and follow the path: Setup > App Setup > Develop > Custom Settings.

Custom Settings

Click on “Manage” button then you will be redirected to the AuctionSettings page. Click on “New” button.

Auctions Settings Edit

Step 1: Enter the desired name. It will be used when the custom settings data is referenced by Apex.

Step 2: Credit Card Charge URL Formula: This URL invokes the virtual terminal of a credit card processor to charge their credit card. Go to Embedded Virtual Terminal page and find the Base URL in Page information.

Base URL

https://evt.salesforce.cloud.clickandpledge.com?SFOrgID={5} &SFeVTID=<Paste 1>&CnPAID=<Paste 2> &SFContactID={0}&b1=Auction Purchases&up1={2}&showTotal=1 &SessionId={3}&ServerURL={4}

Copy and paste the above URL in the textbox. Make sure to change <Paste 1> with your eVTID and <Paste 2> with your C&P Account Number.

Step 3: Credit Card Validate URL Formula: This URL invokes the virtual terminal of a credit card processor to capture and validate their credit card info. Like above, copy and paste the below URL by giving eVTID and C&P Account Number from the Base URL of Embedded Virtual Terminal.

https://evt.salesforce.cloud.clickandpledge.com?SFOrgID={5} &SFeVTID=<Paste 1>&CnPAID=<Paste 2>&SFContactID={0}&b1=Auction Validation Only&up1=0&PreAuth=1&subtxt=Save Payment Info

Step 4: Opportunity Payment Method Field: It helps to know which payment type (Credit Card, eCheck, Cash) is using.

If the user has the NPSP they should leave it blank, and Auctions for Salesforce will automatically save the payment method on the Payments object (if they have NPSP payments enabled).

If the user is not using NPSP then follow the below procedure to know the Opportunity Payment Method Field: Login to the Salesforce account then Setup > App Setup > Customize > Opportunities > Fields > Opportunity Custom Fields & Relationships > New

Opportunity Custom Fields & Relationships

Step 4.1: Choose the field type

Select “Text” data type and click on “Next” button.

Field Type

Step 4.2: Enter the details

Enter the desired field label. Make sure that the length should not exceed 255. The field label will be automatically considered as its field name.

Field Label Details

Step 4.3: Establish field-level security

Just click on “Next” button to advance to the final step.

Field Level Security

Step 4.4: Add to page layouts

Click on “Save” button to save the settings.

Add to Page Layouts

After clicking on “Save” button, you will be redirected to the “Opportunity Fields” page. Scroll down to find “Opportunity Custom Fields & Relationships” tab and you will find the newly created field label. Copy the “API name” and paste it in the “AuctionSettings Edit” page.

Auctions Payment Method 

NOTE: If Opportunity Payment Method Field is empty then you will see the following error.

Opportunity Error

NOTE: If they want to track Payment Method on some other custom related object, they can't do it directly.  Ie, A4S won't know how to write to a related record.  They would need to have a custom field on Opportunity, which they specify as described above, and then they could use their own flow, process, or trigger to copy their Opportunity Payment Method field to their related object.

Step 5: Opportunity Stage Pledged: This opportunity stage will be used when the auction purchases are pledged, but not yet paid.

To see whether the stage name is correct or not, follow these steps: Setup > App Setup > Customize > Opportunity > Fields > Opportunity Standard Fields > Stage (Click on Stage) > Opportunity Stages Picklist Values. You will find the “Pledged” under Stage name category.

Stage

NOTE: Check whether the spelling “Pledged” in Opportunity Stages Picklist values and AuctionSettings Edit page is same.

Step 6: Opportunity Stage Won Not Thanked: This opportunity stage will be used when the opportunities are paid but not thanked.

Follow the Step 5 guidelines to check whether the name is same in both Opportunity Stages Picklist Values and AuctionSettings Edit page.

NOTE: Make sure that the Hyphen size is same. It is recommended to copy the stage name from the Opportunity Stages Picklist Values and paste it in the AuctionSettings Edit page.

Closed Won

NOTE: There are two scenarios in which Pledged & Closed Won stages will not appear.

Case 1: When the stage is not even created in Salesforce:

To create stages follow this path: Setup > App Setup > Customize > Opportunities > Fields > Opportunity Standard Fields > Stage (Click on it) > Opportunity Stages Picklist Values > New

Enter the appropriate values to create a new stage. Make sure that the stage is added to Auctions in “Sales Processes” and click on “Save” button.

Opportunity Stages Settings

NOTE: If this is the scenario then no need to go for the Case: 2.

Case 2: when these stages were created but not added into Sales Processes of Opportunity from Salesforce:

If you want to see whether it is already created in Salesforce or not then follows this path: Setup > App Setup > Customize > Opportunities > Sales Processes > Auctions (Click on Auctions) > Opportunity Stages.

Select “Pledged” & “Closed Won – Not Thanked” from “Available Stages” section and click on “Add” button. Then those two will come under “Selected Values” section. Then click on “Save” button then these two stages will appear on the Auctions page.

Sales Processes

Step 7: After entering the details, click on “Save” button to save the Custom Settings.

NOTE: If you need any support in installation process, please raise a ticket in the forum and grant us the access.

Embedded-Virtual-Terminal :: Version3.2

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The Embedded Virtual Terminal (eVT) provides a flexible payment form that may easily be integrated into any site or application.  The eVT is designed to be used as an iFRAME inside any application in Force.com or other websites.

eVT may be addressed using the following base URL:
The following parameters are mandatory:
  • SFeVTID:  Embedded Virtual Terminal ID as set upon addition of the eVT
  • CnPAID:  Click & Pledge account number.  The number is available in the administrative portal > Account Info > Profile
  • SFOrgID:  Salesforce Organization ID.  The number is available in Salesforce Setup > Organization Information
The following are the parameters that may be used in the URL for the eVT:

To identify the person making the payment either the 2 parameters of fn (First Name), ln (Last name) OR SFContactID is required.

SFContactID:  Salesforce ContactID

OR

Contact Information in the absence of SFContactID.
    • fn: First name (mandatory)
    • ln: Last name (mandatory)
    • em: Email (optional)
Basket Information:
  • b(1..n):  Item name (mandatory)
  • up(1..n):  Unit price (mandatory)
  • d(1..n): Tax deductible portion (optional)
  • dis(1..n): Discount (optional)
  • tx(1..n): Tax (optional)
  • sku(1..n): Item SKU (optional)
  • q(1..n):  Quantity
  • s: Shipping cost (optional)
If shipping cost is used the following shipping parameters are required:
    • sm: Shipping method   (optional)
    • saddress1: Shipping address1
    • saddress2: Shipping address2
    • scity: Shipping city
    • scountry: Shipping country
    • sstate: shipping state or province
    • szipcode: Shipping zip code
    • sfn: Shipping first name
    • sln: Shipping last name
    • sem: Shipping email
    • sphone: Shipping phone
  • trk: Tracker (optional)
  • cm: Campaign  (optional)
  • rs: Show recurring  (optional)
If the recurring options are displayed, the following parameters may be added to set the default displayed options.
    • rm: Recurring method  (optional)
      • rm=1 (Installment)
      • rm=2 (Subscription)
    • rp: Recurring periodicity (2 weeks, ..)  (optional)
    • rn: Recurring number of payments  (optional)
  • du: Disable update (0, 1)
  • ShowTotal= 1 (show total), 0 (Default:  don't show total)
  • PreAuth = 1 (pre-authorize), 0 (Don't pre-authorize- send receipt):  This option works only if the Total charge is 0.
  • SubTxt = Submit button text
Internal Processing:
To use eVT inside a Salesforce instance the Reference Transaction may also be added as a payment method.  To include Reference Transaction the following 2 parameters need to be hard coded in the URL:
  • SessionId={!$Api.Session_ID}
  • ServerURL={!$Api.Partner_Server_URL_190}
Example:  https://eVT.Salesforce.Cloud.Clickandpledge.com/?SessionId={!$Api.Session_ID}&ServerURL={!$Api.Partner_Server_URL_190}&SFOrgID=00DE0000000I7VDMA0&SFeVTID=a00E0000002VpazIAC&CnPAID=8522

Additional Parameters:

Additional parameters may be passed as part of the URL without affecting the behavior of the program.  The parameters will be part of the post-back XML as additional parameters in the form of Filed Name & Field Value.  The following post-processing parameters may be passed to change the behavior of the system as set by the C&P Settings:

Accounts Settings:
  • cs_at_na:  Do not create an account for new Contact (0,1)
  • cs_at_ca:  Create an account for new Contact:  (0,1)
  • cs_at_aid:  Account ID for the new Contact (Account ID for One-to-Many account type)
Contact Settings:
  • cs_cr_uc:  Update existing contact (0,1)
  • cs_cr_cc:  Create contact if contact does not exist (0,1)
Opportunity Settings:
  • cs_os_co:  Create opportunity for each item (0,1)
  • cs_os_cp:  Create/associate product for each item (0,1)
  • cs_os_cr:  Assign the contact role for each opportunity (0,1)
  • cs_os_at:  Stage of authorized transactions (Text matching the available states)
  • cs_os_dt:  Stage of the declined transactions  (Text matching the available states)
  • cs_os_it:  Stage of the invoiced transaction  (Text matching the available states)
  • cs_os_pt:  Stage of the purchase order transaction  (Text matching the available states)
  • cs_os_ft: Stage of the free transactions   (Text matching the available states)

Release-Notes :: Version4.7

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Salesforce Payment Management Release Notes

Support is available for the last 2 versions of the product only.  Upgrade assistance is available at no cost & typically takes a day to complete.  Please submit your upgrade requests to the forum at:  Salesforce Upgrade Assistance

Release-Notes :: Version2.5

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Salesforce API Class Library Release Notes


WooCommerce :: Version2.6

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References: http://docs.woothemes.com/documentation/plugins/woocommerce/

WooCommerce is a WordPress eCommerce toolkit that helps you sell anything. Beautifully.

Transform your WordPress website into a thorough-bred eCommerce store for free. Delivering enterprise-level quality & features whilst backed by a name you can trust.

Prerequisites:

  • WooCommerce V2.6.1 requires WordPress V4.5.2 minimum.
  • PHP 5.2.4 or greater
  • MySQL 5.0 or greater
  • The mod_rewrite Apache module (for permalinks)
  • fsockopen support (for payment gateway IPN access)
  • (optional) An SSL certificate if you choose to install any direct payment gateways
  • (optional) Some plugins for WooCommerce require CURL
  • (optional) Some plugins for WooCommerce require SOAP

Source: http://docs.woothemes.com/document/server-requirements/

How to install WooCommerce:

Automatic Installation:

  1. Login into your WordPress admin panel
  2. Select  Plugins->Add New
  3. In the search field type “WooCommerce” and click Search Plugins. Once you’ve found the plugin simply click on ‘Install Now’
  4. Activate the plugin from the Plugins menu within the WordPress admin.

Manual Installation:

  1. Download the Click & Pledge integration module from GitHub: https://github.com/ClickandPledge/WordPress-WooCommerce
  2. Unzip the file.
  3. Using an FTP program, or your hosting control panel, upload the unzipped plugin folder to your WordPress installation’s wp-content/plugins directory.
  4. Activate the plugin from the Plugins menu within the WordPress admin.

Source: http://docs.woothemes.com/document/installation/

How to install Click & Pledge Integration:

Automatic Plugin Installation:

  1. Go to Plugins > Add New.
  2. Under Search, type in the name of the WordPress Plugin or descriptive keyword, author, or tag in the search form or click a tag link below the search form.
  3. Find the WordPress Plugin to install.
    1. Click Details for more information about the Plugin and instructions you may wish to print or save to help setup the Plugin.
    2. Click Install Now to install the WordPress Plugin.
  4. A popup window will ask you to confirm your wish to install the Plugin.
  5. If this is the first time you've installed a WordPress Plugin, you may need to enter the FTP login credential information. If you've installed a Plugin before, it will still have the login information. This information is available through your web server host.
  6. Click Proceed to continue with the installation. The resulting installation screen will list the installation as successful or note any problems during the install.
  7. If successful, click Activate Plugin to activate it, or Return to Plugin Installer for further actions. 

Manual Plugin Installation:

  1. Download the Click & Pledge Plugin to your desktop. The Click & Pledge integration module is available at GitHub: https://github.com/ClickandPledge/WordPress-WooCommerce
  2. Unzip the file zip and extract the Plugin folder to your desktop.
  3. Read through the "readme" file thoroughly to insure you follow the installation instructions.
  4. With your FTP program, upload the Plugin folder to the wp-content/plugins folder in your WordPress directory online.
  5. Go to Plugins screen and find the newly uploaded Plugin in the list.
  6. Click Activate Plugin to activate it.

Source: http://codex.wordpress.org/Managing_Plugins

Note: If the installation of Click & Pledge Plugin success you can find it in WooCommerce->Settings-> Payment Gateways->Click & Pledge

Admin login:

http://<your_wordpress_home>/wp-login.php

Log into WordPress:

WordPress Login

Once logged in, select WooCommerce >settings to launch the WooCommerce Settings Page

WordPress_Menu

How to add Payment Processor?

Then go to WooCommerce-> Settings->Checkout -> Click & Pledge

Click & Pledge Payment

Other Options

Give ‘Account ID’ and ‘API Account GUID’ in corresponding fields then click on save. Optionally you can select ‘Accepted Credit Cards’. If you don’t select anything it will display all the credit cards in front end.

Organization Information to be used’ - Organization information to be used in receipt

The Thank You message appearing after the salutation’ - The Thank You message appearing after the salutation

The terms & conditions to be added at the bottom of the receipt.’ - The terms & conditions to be added at the bottom of the receipt.

Recurring

If you what to enable recurring select ‘is Recurring?’. It will display recurring options

 WooCommerce Recurring

Pre-Authorization for Zero balance

To allow for processing free transactions, the following manual change has to be made to the "needs_payment" function in "woocommerce/includes/class-wc-cart.php".

Original Code: return apply_filters( 'woocommerce_cart_needs_payment', $this->total > 0, $this );

Modified Code: return apply_filters( 'woocommerce_cart_needs_payment', $this->total >=0, $this );

This code change has to be made after each upgrade of woocommerce.

Pre - Authorization

Adding and Managing Products

Product Types:

  1. The Simple product type covers the vast majority of any products you may sell. Simple products are shipped and have no options. For example, a can of drink.
  2. A Grouped product is a collection of related products which can be purchased individually and can only consist of simple products. For example, a simple product for a PS3 could be a grouped product as there are 80GB, 120GB and 200GB variations of that same parent product.
  3. An External or Affiliate product is one which you list and describe on your web site, but is sold elsewhere.
  4. A Variable product is a product which has several different variations, each of which may have a different SKU, price, stock options etc. For example a t-shirt available in several different colors and/or sizes.

Note: Product Types: downloadable (digital), or virtual (service) product. Virtual products don’t require shipping – an order containing virtual products won’t calculate a shipping cost.

Source: http://docs.woothemes.com/document/managing-products/

Shipping:

WooCommerce > Settings> Shipping

Here you will find different shipping options Enable the check-box for Pre-Authorization. 

Core Shipping Options: WooCommerce comes complete with several basic core shipping methods for offering Flat Rates, Local Pickup, International Delivery, Local Delivery and Free Shipping.

Source: http://docs.woothemes.com/documentation/plugins/woocommerce/getting-started/shipping/core-shipping-options/

Product Shipping Classes:

Source: http://docs.woothemes.com/document/product-shipping-classes/

Source: http://docs.woothemes.com/documentation/plugins/woocommerce/getting-started/shipping/

Taxes:

WooCommerce > Settings> Tax

WooCommerce aims to make setting them up as straightforward as possible. Options avaialable on following link

http://docs.woothemes.com/document/setting-up-taxes-in-woocommerce/

 


WPJobBoard :: Version1.7

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Prerequisites

  • WordPress 3.3 (it will work with WordPress 3.0 but 3.3 version is recommended)PHP 5.2.4 or greater
  • PHP 5.2.0
  • MySQL 5.0+

How to install WPJobBoard:

How to install Click & Pledge Gateway:

  1. Download the plugin from WordPress: https://wordpress.org/plugins/click-pledge-wpjobboard/
  2. Extract the plugin
  3. Upload the Plugin folder to the wp-content/plugins folder in the WordPress directory online, using an FTP program.
  4. Go to the Plugins screen in the admin area and find the newly uploaded Plugin in the list.

    Activate Plugin
  5. Click on the Activate link to activate the plugin.
  6. Once activated, the plugin may be reviewed at:  Settings(WPJB)->Configuration (Payment Methods Section)
  7. Click on ‘Edit’ and enter the Click & Pledge Account Information
Admin login:

http://<your_wordpress_home>/wp-admin.php
to log into WordPress admin area. 

WordPress Login
 
After login into the admin area select Settings (WPJB)->Configuration to launch WPJobBoard  Configuration Page

WPJobBoard- Plugins
 
How to add Payment Processor?

Go to Settings(WPJB)-> Configuration (Payment Methods)

WPJobBoard- Payment Methods


Click on Edit & review the following screen:

WPJobBoard Click & Pledge Configuration

Add the ‘C&P Account ID’ and ‘C&P API Account GUID’ in the corresponding fields.  The Account ID & GUID may be obtained from https://Portal.ClickandPledge.com > Account Info > Profile > API Information.

The following fields may be customized:
  • Payment Methods:  Select which credit cards & payment methods to be used in the form.
  • Receipt Header: The email receipt header, e.g.  Company name, address, contact information, etc.
  • Terms & Conditions:  The terms & conditions to be shown on the form as well as the receipt.
The recurring payment option may be enabled through the options shown below:

WPJobBoard Recurring Payment

Special Considerations:
  • WPJobBoard does not post transactions with $0 to the gateway and as such those transactions are not processed by Click & Pledge.  Transactions that are not posted to Click & Pledge will not post to Salesforce.
Note: For other information about WPJobBoard Plugin follow the URL below

PaidMembershipsPro :: Version1.7

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References:  
Support:  
3rd Party Integrations are supported through the forum only.  Please post all your questions to: http://forums.clickandpledge.com/forumdisplay.php?f=79

Requirements: 
Paid Memberships Pro requires a minimum of WordPress version 3.0+
  1. Install & enable the Paid Memberships Pro plugin - http://downloads.wordpress.org/plugin/paid-memberships-pro.zip
  2. Copy all downloaded files to the WordPress project plugins:  <your host root>\wp-content\plugins\ 
Integration of Click & Pledge:
It is recommended that all replaced files are backed up for reference.
  1. Download the Click & Pledge plugin from WordPress:  https://wordpress.org/plugins/click-pledge-paid-memberships-pro/
  2. Copy all files downloaded from WordPress to the following locations - make sure to follow the file structure hierarchy as provided in the downloaded folder.
    • Copy file ‘paymentsettings.php’ to <your host root>\wp-content\plugins\paid-memberships-pro\adminpages\  [replaces the paymentsettings.php]
    • Copy file‘class.pmprogateway_cnp.php’ to <your host root>\wp-content\plugins\paid-memberships-pro\classes\gateways\
    • Create a folder called:  CnP in <your host root>\wp-content\plugins\paid-memberships-pro\classes\gateways\ paid-memberships-pro\includes\lib
    • Copy files ‘Countries.xml’, ‘US_States.xml’ to <your host root>\wp-content\plugins\paid-memberships-pro\includes\lib\CnP\
Set Up:1
  • Login to WordPress:  http://<your_wordpress_home>/wp-login.php
  • Click on ‘plugins->Installed Plugins’ & enable the ‘Paid Memberships Pro’ 

    Paid Memberships Pro Enable
  • Setup your settings by clicking on  ‘Memberships’ 
  • Click on ‘Memberships->Payment Settings’ to setup payment gateway
  • Select ‘Click & Pledge’ from above screen in ‘Payment Gateway´option, then enter ‘Account ID’ and ‘API Account GUID’

    Click & Pledge API Information

Tax Settings:

To add Tax for US & Non-US countries & states the Click & Pledge tax settings plugin is required:
  • Copy ‘pmp-tax’ folder from downloaded files to <your host root>\wp-content\plugins\
  • Click to  ‘plugins->Installed Plugins’ and enable the ‘PMPro Customizations’ plugin

    Paid Memberships Pro Customization
  • Memberships -> Payment Settings -> Payment Gateway: Select ‘Click & Pledge’ from dropdown list provided at ‘Payment Gateway’

    Paid Memberships Pro Gateway
Enter the state and tax values. Enter values as ""CountryCode-StateCode-TaxRate" Separated with comma.  The above example will charge 10% tax for all payments originating in the US and the state of Pennsylvania.  Additional states need to be added as: US-PA-10, US-VA-5,US-CA-6

Salesforce-PaaS-Designer :: Version2

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To create an email template select C&P Designer from the tab. If it is not available, click on “All Tabs (+)” button and select C&P Designer. Then click on New.

Designer

Once in the C&P Designer, choose from Click & Pledge templates or create a custom template.

Designer Template

Click & Pledge Library

  •  Select Category from drop down box
  •  Select Template from drop down box

 This will provide you the templates available. Click on the template you wish to use to begin customizing through the following fields:

  • Email Template Name: for internal use
  • Tags: separate all tags with a semicolon [;]
  • Design Selection: Color preference
  • Salesforce Public Site URL: Click on the “Get the Site URL” button to know your Site URL.
  • PDF Attachment: a PDF file may be sent as an attachment with the email. Note the maximum size of the PDF file is 500KB.

 Click in the body of the template to make edits. Use the HTML editor or click on Source to format/edit the design of the template. Be sure to update images with your own images within the template.

Template

Merge fields box on the left provides your fields that can be added to the template. Click on the + sign to expand the categories. The major difference between “Contact” & “Contact Posted Billing Info” fields is, you will find the fields related to the contact’s mailing information and others in “Contact” field and billing info details in “Contact Posted Billing Info” field. Account Information is also available.

Contact Posted Billing Info

Click SAVE button to save your template.

Custom Library

Select Custom library to create your own template. Create or add to existing Category. Enter the category name which is a mandatory field. Select Template Builder to create a template. Under Select, the layout, double-click on the template section image to add to the layout. The layout will be previewed on the right of the screen. From this preview, you may delete a section from the template by double clicking on the section. Click Next to customize your template.

Layout Selection

After clicking Next, the designer will appear. Create email template using the following fields:

  •         Email Template Name: for internal use
  •         Tags: separate all tags with a semicolon [;]
  •         Design Selection: Color preference
  •         PDF Attachment: a PDF file may be sent as an attachment with the email. Note the maximum size of the PDF file is 500KB.

Click in the body of the template to make edits. Use the HTML editor or click on Source to format/edit the design of the template. Be sure to update images with your own images within the template.

Template Details

Merge fields box on the left provides your fields that can be added to the template. Click on the + sign to expand the categories.

Click SAVE button to save your template.

Response :: Version1.6

0
0

Path: CnPAPI.Engine.Response

Replies from the gateway (Authorize, Decline) are provided in this container.

ResponseCode

Name

 

ResponseCode

 

Path

 

CnPAPI.Engine.Response.ResponseCode

 

Description

 

An integer value response for transaction.

 

Data Type

 

Int

 

Range

 

See Response Codes|tag=System Response Codes;document=WordDocuments\PaaS.docx for detail

 

Operation

 

All operations

 

Input/output

 

Output

 

Version/Release

 

1.2

 

Required

 

Yes

 

 


System Response Codes

Code range

 

Description

 

0

 

No errors operation successfully processed

 

1000

 

All Internal Errors

 

2000

 

All errors related to parameters sent

 

3000

 

All errors related to request operation

 

4000

 

All errors related to transaction before processing

 

5000

 

All errors related to decline

 

 

Code range

 

Description

 

2051

 

XML Error

 

2052

 

XML Error

 

2053

 

XML Error

 

2054

 

Total amount is wrong

 

2055

 

AccountGuid is not valid

 

2056

 

AccountId is not valid

 

2057

 

Username is not valid

 

2058

 

Password is not valid

 

2059

 

Invalid recurring parameters

 

2060

 

Account is disabled

 

2101

 

Cardholder information is null

 

2102

 

Cardholder information is null

 

2103

 

Cardholder information is null

 

2104

 

Invalid billing country

 

2105

 

Credit Card number is not valid

 

2106

 

Cvv2 is blank

 

2107

 

Cvv2 length error

 

2108

 

Invalid currency code

 

2109

 

CreditCard object is null

 

2110

 

Invalid card type

 

2111

 

Card type not currently accepted

 

2112

 

Card type not currently accepted

 

2210

 

Order item list is empty

 

2212

 

CurrentTotals is null

 

2213

 

CurrentTotals is invalid

 

2214

 

TicketList lenght is not equal to quantity

 

2215

 

NameBadge lenght is not equal to quantity

 

2216

 

Invalid textonticketbody

 

2217

 

Invalid textonticketsidebar

 

2218

 

Invalid NameBadgeFooter

 

2304

 

Shipping CountryCode is invalid

 

2401

 

IP address is null

 

2402

 

Invalid operation

 

2501

 

WID is invalid

 

2502

 

Production transaction is not allowed. Contact support for activation.

 

2601

 

Invalid character in a Base-64 string

 

2701

 

ReferenceTransaction Information Cannot be NULL

 

2702

 

Invalid Reference Transaction Information

 

2703

 

Expired credit card

 

2805

 

eCheck Account number is invalid

 

2807

 

Invalid payment method

 

2809

 

Invalid payment method

 

2811

 

eCheck payment type is currently not accepted

 

2812

 

Invalid check number

 

Message

Name

 

Message

 

Path

 

CnPAPI.Engine.Response.Message

 

Description

 

Friendly detailed message about any errors

 

Data Type

 

String

 

Range

 

See Descriptions|tag=Message Descriptions;document=WordDocuments\PaaS.docx for detail

 

Operation

 

All operations

 

Input/output

 

Output

 

Version/Release

 

1.2

 

Required

 

Yes

 

 

 

 

Message Descriptions

Code

 

Action

 

Description

 

0

 

D

 

Operation successfully processed

 

1001

 

R

 

Internal error. Retry transaction

 

1002

 

R

 

Error occurred on external gateway please try again

 

2001

 

D

 

Invalid account information

 

2002

 

D

 

Transaction total is not correct

 

2003

 

D

 

Invalid parameters

 

2004

 

D

 

Document is not a valid xml file

 

2005

 

D

 

OrderList can not be empty

 

3001

 

D

 

Invalid RefrenceTransactionID

 

3002

 

D

 

Invalid operation for this transaction

 

4001

 

D

 

Fraud transaction

 

4002

 

D

 

Duplicate transaction

 

5001

 

D

 

Declined (general)

 

5002

 

D

 

Declined (lost or stolen card)

 

5003

 

D

 

Declined (fraud)

 

5004

 

D

 

Declined (Card expired)

 

5005

 

D

 

Declined (Cvv2 is not valid)

 

5006

 

D

 

Declined (Insufficient fund)

 

5007

 

D

 

Declined (Invalid credit card number)

 

 

 

 

 

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