Aura Connect Integration Guide for Facebook

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Transcription:

Aura Connect User Guide Version 2 Last Updated: April 6 th, 2016

Table of Contents Contents Table of Contents... 2 1 Document Version... 3 2 Contact Information... 3 3 Overview... 4 4 Integrate Aura with your Facebook App... 5 4.1 Obtain Facebook Parameters from Aura... 5 4.2 Add Aura Parameters to Facebook App... 6 4.3 Connect the Aura enabled App with your Facebook page... 8 Page 2 of 9

1 Document Version Document Change Date Version 2 Images and Facebook portions April 6 th, 2016 updated Version 1.2 Updated Portal screen shots March 10 th, 2014 Version 1.1 Updated instructions to reflect December 23 rd, 2013 Facebook changes to look and feel of App settings page Version 1.0 Doc Created December 2 nd, 2013 2 Contact Information North America: UK/Europe: www.uk.iatspayments.com Customer Care: Email: iatscs@iatspayments.com Phone: North America: 1-888-955-5455 UK/Europe: 0808-234-0466 Hours: 7:30am 5:00pm Pacific Standard Time, Monday to Friday 8:00am 4:00pm Pacific Standard Time, Saturday Sales and Marketing: Email: iats@iatspayments.com Phone: North America: 1-866-300-4287 UK/Europe: 0808-234-0466 Hours: 6:00am 4:30pm Pacific Standard Time, Monday to Friday Page 3 of 9

3 Overview Aura is an product that allows you to embed a payment form into an existing webpage. This payment form allows end users to send an online payment directly to secure iats web servers, ensuring that you are not passing or storing sensitive payment information. Each Aura form is related to a specific event or donation page you configure individually. Your agency can have one or many of these events, based on your needs. Aura is a powerful tool that can be set up by a person with no programming knowledge. Aura Connect for Facebook enables the connection of your Aura donation form and a Facebook App that you have created on Facebook. This guide assumes prior knowledge of Aura, how to build a Facebook Page, and how to build a Facebook Canvas Application: Page 4 of 9

4 Integrate Aura with your Facebook App Before beginning the following integration steps, please log into Facebook and open the edit screen of your pre-made custom Canvas App. For more information on how to build an app on Facebook, please click here. 4.1 Obtain Facebook Parameters from Aura In order to integrate an Aura form with a Facebook App, certain details such as a secure URL, is required. Aura will automatically generate these details within the Aura Set-Up section of the iats website when an Aura form is created. For detailed instructions on how to create a new Aura form, please refer to the Aura User Guide which can be downloaded from the iats website, or obtained from iats Customer Care. 1. Log into the iats customer portal found at, and click on Aura Setup. 2. Either create a new Aura Form (by following the Aura User Guide instructions), or open an existing Aura Form. 3. Click the Parameters for Facebook App link, located beside the Script box. Keep this window open and move onto the next section, 4.2 Create a Facebook Page. Page 5 of 9

4.2 Add Aura Parameters to Facebook App An Aura donation form can be integrated with the app by pasting the Aura Parameters into the App on Facebook and Page Tab sections of the App Settings. 1. Log into Facebook, and navigate to the app which will be integrated with Aura. 2. Once inside the App, Click the Settings button on the far left. Page 6 of 9

3. Using the data from the Aura Facebook link, paste the parameters into each respective field within the Facebook Canvas and Page Tab sections. 4. Be sure to select an appropriate Page Tab Name that reflects the donate functions of the Aura App. For example, Donate to ABC. This is name that will appear with the drop down list on your Facebook Page. 5. Click Save Changes. Page 7 of 9

6. Next make the app available to the public within the App Review section to ensure Facebook users can access the new app. 4.3 Connect the Aura enabled App with your Facebook page 1. Within the same website browser, open a new webpage tab. 2. To ensure the following steps will function properly, please ensure your browser s pop up blocker feature is turned off. 3. Copy the Aura Installation URL from the Aura Parameters page into the URL bar of the newly opened tab as per below: 4. Replace the THE_FACEBOOK_APP_ID portion at the end of the URL with the App ID, which can be found at the top left of the Settings page. 5. Using your Mouse, add your cursor to the end of the URL, and hit the Enter key on your keyboard. Once done, the Installing App to Facebook Page as a Page Tab should appear, as well as a Facebook pop up box which will display your existing Facebook Pages. Page 8 of 9

6. Select the applicable Facebook Page, and click the Add Page Tab button. 7. Close the Installing App tab, to return to the Facebook App edit screen. 8. To review the newly added App, access the Facebook Page. You should now see the App within the app bar, on the right hand side. 9. Click on the App to view the Aura donation form. Page 9 of 9