Crowdfunding WORDPRESS PLUGIN V1.0 INWAVETHEMES

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1 2016 Crowdfunding WORDPRESS PLUGIN V1.0 INWAVETHEMES

2 Table of Contents Introduction... 2 Features Charity program management Flexibility... 2 Installation and update System requirement Installation Active plugin... 4 Settings General Registration form Payment Message template... 7 Crowdfunding administrator Campaign manager Edit/Create a new campaign Category management Tag management Donors management (Member) Donor information edit Donates Management (Order) Edit donate Logs management Shortcode System Campaigns list Shortcode campaign map Shortcode member page Shortcode donate page InFunding Front-End Create infunding listing page Contacting Inwave

3 Introduction _INWAVETHEME_ Crowdfunding is a Wordpress plugin to create charitable program and appeal for donation through Paypal or bank transfer. With this plugin, you easily create and manage all charity programs, donors and donations. Features 1. Charity program management - Create and manage charity campaigns - Manage donations (donates) and donors - Offer many easy-to-use shortcodes - Provide loging system to control system and situation of donates 2. Flexibility - Responsive: Support responsive template - Customizable: Template design allows to overwrite for easy displayed layout customization - Flexible: A lot of shortcodes support many styles and parameters to create and customize content easily Installation and update 1. System requirement Server requirements PHP 5.0 or above MySQL 5.0 or above wordpress 4.3.x or above; Client requirements Firefox 3.5.x, Internet Explorer 7 or above Installation Please follow these steps to install the product: Step 1: Go to Plugins -> Add New -> Upload Plugin 2

4 Step 2: Browse the installation package Step 3: Click Install Now Illustrated image of successful installation: 3

5 3. Active plugin Go to Plugins and active plugin with name: Crowdfunding Settings Go to WordPress panel. Select Crowdfunding from Main menu > Settings to start then you will be delivered to configuration area of Crowdfunding plugin. 4

6 There are 4 main sessions: General: contains general configuration of the plugin Registration form: conclude fields of donors Payment: Payment settings (Paypal, offline payment) Message template: Settings of notification and template for payment system 1. General Field name Description Default value 5

7 Currency Default US Dollars Currency position Position of currency symbol Left Campaign slug Slug for campaign infunding Category slug Slug for campaign category Inf-category Tag slug Slug for campaign tag Inf-tag Payment page Select to payment Null Payment check page Page to check order s status Null Member page Member s information page Null Google API (Optional) To use advanced features of Google map Map zoom level Default zoom level of map 8 Null 2. Registration form 6

8 3. Payment 4. Message template template allows to create and send content corresponding to parameters to users in some special cases. 7

9 Crowdfunding administrator _INWAVETHEME_ 1. Campaign manager Follow this path: Main menu -> Crowdfunding You can view the list of campaigns, edit or delete campaigns page. 2. Edit/Create a new campaign On campaign list, click Add New button to create a new campaign or click Edit link of an existing campaign to edit the campaign. 8

10 On Add New Campaign page, enter necessary content in corresponded fields and press Publish or Update to post the campaign. 9

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12 Field name Description Default Value Campaign Images Collection of campaign images (it s displayed as a slider in front-end) Campaign Detail Start Date Start date of campaign Empty End Date End date of campaign Empty Address Address of campaign which is held Empty Latitude Longitude Latitude (lat) of above address on map (optional, if you do not enter it, the system automatically get latitude according to location) Longitude of above address on map (optional, if you do not enter it, the system automatically get latitude according to location) Empty Empty Goal Goal of donation Empty Current Achieved donation 0 Currency Currency for campaign USD Featured Image Featured image for campaign (used for Campaigns page) null 3. Category management Category allows to manage and filter campaigns as groups. Using and managing campaign category are similar to posting category. 4. Tag management Tag is a-kind-of category and it could be automatically added when adding a new post. Using campaign tag is the same with using post tag. 5. Donors management (Member) List of donors for of campaigns. Access to: Main menu -> Crowdfunding -> Donors 11

13 At there, you can edit donor information or delete donor by clicling Edit or Delete link at Action column. Also, you can delete some donors by ticking the checkbox of donors and pressing Delete button at the top list. 6. Donor information edit On Donors list page, clicking Edit link of Action column to access to Edit member page. After editing, clicking Save Update to save change. 7. Donates Management (Order) Donates list Access to: Main menu -> Crowdfunding -> Donates 12

14 On Donates list page, you can edit, view and delete order 8. Edit donate Click Edit link below order code to access to Edit order page On Edit order page, you can update information and status of order, and information of donor While updating order, you can tick the checkbox Send notice to customer to send order update informationvia . The content of is showed at template of plugin settings. 13

15 9. Logs management Access to: Main menu -> Crowdfunding -> Logs _INWAVETHEME_ At there, you can view log of system including new order created, sent , status of order Delete button: delete checked logs Clear Logs button: delete all logs 14

16 Shortcode System 1. Campaigns list Shortcode code: [infunding_list] Parameters: Param name Description Default Value Category ids order_by order_dir limit Choosen category list to filter post. Categories are separated by comma(,) eg: 1,2,3 Ids list of checked post is displayed. If Ids is checked, category parameter is passed Sorting by allowed value (date, title, ID, name, ordering, rand) Direction of data. Allowed value (desc: descending sorting, asc: ascending sorting) The number of posts is displayed on a page 0 Empty date desc 12 Show_des Desc_text_limit Style Show or not post description. Allowed value 0 1 Limited number of text is displayed in description Displayed style for list. You can customize your own style and create a file corresponding to your style in themes folder show_page_list Show or not page list 1 show_time_icon Show or not time icon 1 show_location Show or not location of campaign 1 number_column The number of columns is displayed on the screen show_filter_bar Show or not filter and search bar on list Style1 3 show_icon_action Show or not icon action which redirects to detail campaign page 1 15

17 show_progress Show or not progress bar of goal 1 Class Style class widens list box empty 2. Shortcode campaign map Shortcode: [infunding_map] Parameter: Param name Description Default Value Category ids Choosen category list for post filtering. Categories are separated by comma (,) eg: 1,2,3 Ids list of checked post is displayed. If Ids is checked, category parameter is passed. 0 Empty Show_des Desc_text_limit Map Show or not post description. Allowed value 0 1 Limited number of text is displayed in description Map setting. Value form: {``zoomlv``:7,``lat``: ,``lng``: } show_location Show or not location of campaign empty Class Style class widens list box empty 3. Shortcode member page To create member information page at front-end Shortcode: [infunding_member_page] Shortcode does not contain param. 16

18 4. Shortcode donate page To create a page which allows donors to donate. Shortcode: [infunding_donate_form] Shortcode does not contain param. _INWAVETHEME_ InFunding Front-End Create infunding listing page - Go to wordpress admin panel -> Create wordpress page with content: [infunding_list order_by="date" order_dir="desc" limit="12" show_des="1" desc_text_limit="20" style="style1" show_page_list="1" show_time_icon="1" show_location="1" number_column="3" show_filter_bar="1" show_icon_action="1" show_progress="1"] - Create a menu with created page 17

19 Front-end view 18

20 By the similar way, you can create donate page with shortcode [infunding_donate_form] 19

21 Contacting Inwave If you encounter any issues with Inwave extensions and templates, please send us a ticket at 20