Website Integration Setup

Transcription

1 Website Integration Setup

2 Table of Contents Table of Contents... 2 Pages to Create... 3 Giving Opportunities... 3 Fund Detail... 4 General Designation Detail... 4 Campaign Detail... 5 Project Detail... 5 Add Gift... 6 Checkout... 6 Gift Edit... 6 Gift Detail... 7 Login... 7 Account... 8 Payment History... 9 Recurring Gifts... 9 Account Page Edits... 9 InFellowship Redirects

3 The goal of this meeting is to create the landing pages on your website that the Vision2 (V2) widgets will utilize. This is a fairly straightforward process. Creating new web pages and copy/paste are the main activities here. You will need to login to: V2 Admin Portal Your website editor You will toggle between these two tabs for updates and refreshes. Pages to Create You will need to create each of the following web pages in your web editor and follow the steps in each section to complete your website integration. Make sure you create each detail page whether or not you have the designation type enabled. This will allow you to enable all designation types on your website in the future without errors. Please note: some pages will give a file not found error when first created as there are no IDs to pull. Giving Opportunities 3 1. Create the Giving Opportunities page in your web editor 2. Login to V2 Admin Portal and navigate to: Web > Giving > Search and Browse 3. In the Optional Settings list, click to enable the switch next to the Disable Search option. Enabling this option prevents donors from browsing the funds that you do not want visible on the website. This way, you don t have to hide each individual designation in V2. 4. Additionally, enable the Promotion List option then search for and select your promo list (created during your initial setup meeting) 5. Copy the div tag from the bottom of this page and paste it at the top of the Giving Opportunities page in your web editor 6. Go back into V2, copy the script tag from the top of the same page, and paste it under the div tag on the Giving Opportunities page in your web editor. 7. Publish the web page in your web editor 8. Copy the page s friendly URL 9. Go back to the V2 Admin Portal and navigate to Web > Website > click the Websites 10. Click the Pencil to edit the Main site 11. Scroll down to Search and Browse URL under the Designations section

4 12. Paste your Giving Opportunities web page URL into the text box 13. Scroll down to the bottom and click Save & I m Done Fund Detail 1. Create the Fund Detail page in your web editor 2. Login to V2 Admin Portal and navigate to: Web > Giving > Fund Details 3. Copy the div tag from the bottom of this page and paste it at the top of the Fund Detail page in your web editor the div tag on the Fund Detail page in your web editor 5. Publish the Fund Detail page in your web editor 6. Copy the Fund Detail page s friendly URL 9. Scroll down to the Fund URL under the Designations section 10. Paste the Fund Detail web page URL into the text box General Designation Detail 1. Create the General Designation Detail page in your web editor 2. Login to V2 Admin Portal and navigate to: Web > Giving > General Designation 3. Copy the div tag from this page and paste it at the top of the General Designation Detail page in your web editor the div tag on the General Designation Detail page in your web editor 5. Publish the General Designation Detail page in your web editor 6. Copy the General Designation Detail page s friendly URL 9. Scroll down to the General Designation URL under the Designations section 10. Paste the General Designation Detail page URL into the text box 4

5 Campaign Detail 1. Create the Campaign Detail page in your web editor 2. Login to V2 Admin Portal and navigate to: Web > Giving > Campaign Details 3. Copy the div tag from this page and paste it at the top of the Campaign Detail page in your web editor the div tag on the Campaign Detail page in your web editor 5. Publish the Campaign Detail page in your web editor 6. Copy the Campaign Detail page s friendly URL 9. Scroll down to the Campaign URL under the Designations section 10. Paste the Campaign Detail web page URL into the text box Project Detail 1. Create the Project Detail page in your web editor 2. Login to V2 Admin Portal and navigate to: Web > Giving > Project Details 3. Copy the div tag from this page and paste it at the top of the Project Detail page in your web editor the div tag on the Project Detail page in your web editor 5. Publish the Project Detail page in your web editor 6. Copy the Project Detail page s friendly URL 9. Scroll down to the Project URL under the Designations section 10. Paste the Project Detail web page URL into the text box 5

6 Add Gift 1. Create the Add Gift page in your web editor 2. Login to V2 Admin Portal and navigate to: Web > Giving > Add Item to Basket 3. Copy the div tag from this page and paste it at the top of the Add Gift page in your web editor the div tag on the Add Gift page in your web editor 5. Publish the Add Gift page in your web editor 6. Copy the Add Gift page s friendly URL 9. Scroll down to the Add Item URL under the Core Online Giving section 10. Paste the Add Gift web page URL into the text box Checkout 1. Create the Checkout page in your web editor 2. Login to V2 Admin Portal and navigate to: Web > Giving > Checkout 3. Copy the div tag from this page and paste it at the top of the Checkout page in your web editor the div tag on the Checkout page in your web editor 5. Publish the Checkout page in your web editor 6. Copy the Checkout page s friendly URL 9. Scroll down to the Checkout URL under the Core Online Giving section 10. Paste the Checkout web page URL into the text box Gift Edit 6 1. Create the Gift Edit page in your web editor

7 2. Login to V2 Admin Portal and navigate to: Web > Profile > Gift Edit 3. Copy the div tag from this page and paste it at the top of the Gift Edit page in your web editor the div tag on the Gift Edit page in your web editor 5. Publish the Gift Edit page in your web editor 6. Copy the Gift Edit page s friendly URL 9. Scroll down to the Gift Edit URL under the Profiles section 10. Paste the Gift Edit web page URL into the text box Gift Detail 1. Create the Gift Detail page in your web editor 2. Login to V2 Admin Portal and navigate to: Web > Profile > Gift Details 3. Copy the div tag from this page and paste it at the top of the Gift Detail page in your web editor the div tag on the Gift Detail page in your web editor 5. Publish the Gift Detail page in your web editor 6. Copy the Gift Detail page s friendly URL 9. Scroll down to the Gift Detail URL under the Profiles section 10. Paste the Gift Detail web page URL into the text box Login 7 1. Create the Login page in your web editor 2. Login to V2 Admin Portal and navigate to: Web > Auth > Sign On 3. In the Optional Settings section, enable the following: a. Enable Show Basket Button option

8 b. Keep Show Profile Button option enabled c. Enable F1 Church Code option and type your F1 Church Code in the text box d. Enable Show Buttons as Text option e. Enable Hide Form Fields option 4. Copy the div tag from this page and paste it at the top of the Login page in your web editor 5. Go back into V2, copy the script tag from the top of the same page, and paste it under the div tag on the Login page in your web editor 6. Publish the Login page in your web editor 7. Copy the Login page s friendly URL 8. Go back to the V2 Admin Portal and navigate to Web > Website > click the Websites 9. Click the Pencil to edit the Main site 10. Scroll down to the Log on URL under the Authentication section 11. Paste the Login web page URL into the text box 12. Scroll down to the bottom and click Save & I m Done Account (this page will include two div tags) 1. Create the Account page in your web editor 2. Login to V2 Admin Portal and navigate to: Web > Profile > Edit Profile 3. Copy the div tag and place it at the top of the Account page in your web editor 4. Back in the V2 Admin Portal navigate to: Web > Profile > Edit Payment Methods 5. Copy the div tag and place it under the first div tag on the Account page in your web editor 6. Copy the script tag from the same page and paste it under the second div tag on the Account page in your web editor 7. Publish the Account page in your web editor 8. Copy the Account page s friendly URL 9. Go back to the V2 Admin Portal and navigate to Web > Website > click the Websites 10. Click the Pencil to edit the Main site 11. Scroll down to the Individual Profile URL under the Profiles section 12. Paste the Account web page URL into the text box 13. Scroll down to the bottom and click Save & I m Done 8

9 Payment History (This page will include two div tags. Don t paste URL back to V2 Websites page) 1. Create the Payment History page in your web editor 2. Login to V2 Admin Portal and navigate to: Web > Profile > Payment History 3. Copy the div tag from this page and paste it at the top of the Payment History page in your web editor 4. Back in V2 Admin Portal navigate to: Web > Profile > Statements a. In the Widget Container under Optional Settings, select one of the following as the default selection: Use Current Year or Use Last Year b. In the Widget Container under Optional Settings, select Max Historical Years and enter the number of historical years you wish to provide statements for your donors c. Copy the div tag from this page 5. Paste the div tag under the first div tag on the Payment History page 6. Copy the script tag from the same page and paste it under the second div tag on the Payment History page in your web editor 7. Publish the Payment History page in your web editor Recurring Gifts (Don t paste URL back to V2 Websites page) 1. Create the Recurring Gifts page in your web editor 2. Login to V2 Admin Portal and navigate to: Web > Profile > Recurring Gift History 3. Copy the div tag from this page and paste it at the top of the Recurring Gifts page in your web editor 4. Copy the script tag from the same page and paste it under the second div tag on the Recurring Gifts page in your web editor 5. Publish the Recurring Gifts page in your web editor Account Page Edits <style>.profile-subnav { width:100%; margin-bottom:25px; 9

10 margin-left:0; }.profile-subnav li { display:inline-block; padding:0; }.profile-subnav a { display:block; text-decoration:none; font-size: 13.5px; height: 39px; line-height: 39px; padding: 0 8px; } #content_container {z-index:auto!important;} </style> <ul class="profile-subnav "> <li><a class="active" href=" URL/PAGE EXTENTION/">Account</a></li> <li><a href=" URL/PAGE EXTENTION/">Payment History</a></li> <li><a href=" URL/PAGE EXTENTION/">Recurring Gifts</a></li> <li><a href="#" onclick="v2redirectf1(' CODE.infellowship.com/', false)">infellowship</a></li> </ul> 1. Copy the entire sub nav style sheet above to your clipboard 2. Open the Account page in your web editor 3. Paste the sub nav style sheet into the top of the Account page in your web editor, making sure you do not remove the div tags and script tag already present 4. In each of the lines above (Account, Payment History, and Recurring Gifts) please paste the URL navigation to each page you have created to replace CHURCH URL/PAGE EXTENSION 5. InFellowship Line: a. If you are a Fellowship One client: In the InFellowship line, enter your church code in the CHURCH CODE subdomain of the InFellowship URL. Your church code must be in lowercase letters. b. If you are not a Fellowship One client: please delete this line IMPORTANT: Once complete, you must copy the subnav from the Account page and paste it into each of the following pages in your web editor: Payment History, Recurring Gifts, and any other pages you create under the Account page (ex. Commitment History) 10

11 InFellowship Redirects This section only pertains to Fellowship One clients. 1. Make you have InFellowship enabled in your F1 Portal 2. Copy InFellowship URL from the F1 Portal WebLink > InFellowship > Links 3. Go to V2 Admin portal: Web > Website > click Websites 4. Click the Pencil to edit the main website 5. Scroll down to Register URL under the Profiles section 6. Paste your InFellowship register in this text box 7. Scroll down to Password Reset URL under the Authentication section 8. Paste your InFellowship forgot password in this text box 9. Scroll down to the bottom and click Save & I m Done 11