Table of Contents [ Hide]
Requirements:
Install WordPress and then install CiviCRM: https://civicrm.org/download
Installation Guide: https://wiki.civicrm.org/confluence/display/CRMDOC/Installing+CiviCRM+for+WordPress
Integrating Click & Pledge Payment Gateway:
Download the Click & Pledge integration module from GitHub: https://github.com/ClickandPledge/wordpress-civicrm
For CiviCRM4.2.1+ versions:
Configure ‘CiviCRM Extensions Directory’ (Administrator->System Settings->Directories). And configure ‘Extension Resource URL’(Administrator->System Settings->Resource URLs)
Note: Make sure the extensions directory should be system writable.
Make sure download extension (Payment Processor) files from below link as zip https://github.com/ClickandPledge/wordpress-civicrm
Unzip it and Upload ‘com.clickandpledge.payment.clickandpledge’ folder manually to your ‘CiviCRM Extensions Directory’.
Eg: if your ‘CiviCRM Extensions Directory’ is <WordPress path>/wp-content/uploads/civicrm/ext/, then upload unzipped ‘com.clickandpledge.payment.clickandpledge’ folder to <WordPress path>/wp-content/uploads/civicrm/ext/ folder.
Enable your extension on ‘CiviCRM Extensions’ page:
Go to Administrator > System Settings > Extensions > Clickandpledge > Click ‘Install’.
![1-1]()
- Click on ‘Install’ link to display extension information.
![Install Button]()
- Click on ‘Install’ Button. This will add ‘Click & Pledge’ Payment processor to CiviCRM payment processors list.
![CiviCRM Extensions]()
Note: For more information http://wiki.civicrm.org/confluence/display/CRMDOC43/Extensions
Admin login
http://<your_wordpress_home>/wp-login.php to login to WordPress admin area
Once logged in, click on CiviCRM on the bottom left side of the screen, or click on http://< your_wordpress_home> /wp-admin/admin.php?page=CiviCRM to launch the CiviCRM
Add Payment Processors
Go to Administrator->System Settings->Payment Processors
Then click on Add Payment Processor
Select 'Click & Pledge' from the menu list for the 'Payment Processor Type' as shown below:
Add your Click & Pledge ‘Account ID’ and ‘API Account GUID’ in the corresponding fields. Please enter the Connect Campaign URL Alias from the respective Connect Campaign, so that the receipt assigned to that campaign will replace the generic receipt. Click 'Save'.
NOTE: To know your Click & Pledge ‘Account ID’ and ‘API Account GUID’, follow this link.
Events, Contributions & Memberships
Event Setup
Click on Events->New Event
Follow the steps listed below to setup Click & Pledge as a processor for event registration:
- Complete the above form and click on 'Continue'
- Click on the 'Fees' tab (as shown below)
- Select 'Yes' for 'Paid Event'
- Select the Currency
- Select "Click & Pledge" for the Payment Processor
- Click 'Save'
Setup Event Registration
To setup the event click on 'Online Registration' tab, check 'Allow Online Registration' then enter online registration details like start and end dates, etc.
If you select ‘Allow multiple registrations from the same email address?’ then you need to select ‘Profile for Additional Participants’ any profile of type ‘individual’
Test Event Setup
After setting fees and online registration, click on 'Event Links' at top of screen.
From list select ‘Online Registration (Test-drive)’ or ‘Online Registration (Live)’ to test the live or the test version of the event form.
Localize Currencies, Languages, and Locations
Go to Administrator->Localization->Languages, Currencies, Locations
Contributions
Click on Contributions->New Contribution Page
Enter required details then click on ‘Continue>>’ button. It will display the following screen. Here you can select Currency, Payment Processor (see above How to add payment processor?) and select other options like amounts, etc.
If you want, you can set other options like memberships, Receipt, Tell a Friend, etc.
Test Contribution Setup
After setting ‘Amounts’ option, click on ‘Contribution Links.’ It will display links for testing application.
Memberships
Go to Administrator->CiviMember->Membership Types then click on ‘Add Membership Type’
From the screen you can enter the membership name, membership organization, etc.
NOTE: ‘Membership Organization’ must exist as a CiviCRM Organization type contact.