crowdfunding manual - inwavethemesinwavethemes.com/plugins/crowdfunding_manual_1.0.pdf ·...
TRANSCRIPT
2016
Crowdfunding
WORDPRESS PLUGIN V1.0
INWAVETHEMES
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Table of Contents Introduction ................................................................................................................ 2
Features ...................................................................................................................... 2
1. Charity program management .......................................................................................................... 2
2. Flexibility ........................................................................................................................................... 2
Installation and update ................................................................................................ 2
1. System requirement ......................................................................................................................... 2
2. Installation ........................................................................................................................................ 2
3. Active plugin ...................................................................................................................................... 4
Settings ....................................................................................................................... 4
1. General .............................................................................................................................................. 5
2. Registration form .............................................................................................................................. 6
3. Payment ............................................................................................................................................ 7
4. Message template ............................................................................................................................. 7
Crowdfunding administrator ........................................................................................ 8
1. Campaign manager ........................................................................................................................... 8
2. Edit/Create a new campaign ............................................................................................................. 8
3. Category management.................................................................................................................... 11
4. Tag management ............................................................................................................................ 11
5. Donors management (Member) ..................................................................................................... 11
6. Donor information edit ................................................................................................................... 12
7. Donates Management (Order) ........................................................................................................ 12
8. Edit donate ...................................................................................................................................... 13
9. Logs management ........................................................................................................................... 14
Shortcode System ...................................................................................................... 15
1. Campaigns list ................................................................................................................................. 15
2. Shortcode campaign map ............................................................................................................... 16
3. Shortcode member page ................................................................................................................ 16
4. Shortcode donate page ................................................................................................................... 17
InFunding Front-End ......................................................................................... 17
Create infunding listing page .................................................................................................................. 17
Contacting Inwave ....................................................................................................... 20
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Introduction 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...
2. Installation Please follow these steps to install the product:
Step 1: Go to Plugins -> Add New -> Upload Plugin
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Step 2: Browse the installation package
Step 3: Click “Install Now”
Illustrated image of successful installation:
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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.
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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 email template for payment system
1. General
Field name Description Default value
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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
Null
Map zoom level Default zoom level of map 8
2. Registration form
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3. Payment
4. Message template
Email template allows to create and send content corresponding to parameters to users in some special
cases.
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Crowdfunding administrator
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.
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On “Add New Campaign” page, enter necessary content in corresponded fields and press “Publish” or
“Update” to post the campaign.
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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 Latitude (lat) of above address on map
(optional, if you do not enter it, the
system automatically get latitude
according to location)
Empty
Longitude Longitude of above address on map
(optional, if you do not enter it, the
system automatically get latitude
according to location)
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
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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
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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 email notice to customer” to send order update
informationvia email. The content of email is showed at email template of plugin settings.
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9. Logs management Access to: Main menu -> Crowdfunding -> Logs
At there, you can view log of system including new order created, sent email, status of order …
“Delete” button: delete checked logs
“Clear Logs” button: delete all logs
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Shortcode System 1. Campaigns list
Shortcode code:
[infunding_list]
Parameters:
Param name Description Default Value
Category Choosen category list to filter post.
Categories are separated by comma(,)
eg: 1,2,3
0
ids Ids list of checked post is displayed. If
Ids is checked, category parameter is
passed
Empty
order_by Sorting by allowed value (date, title, ID,
name, ordering, rand)
date
order_dir Direction of data. Allowed value (desc:
descending sorting, asc: ascending
sorting)
desc
limit The number of posts is displayed on a
page
12
Show_des Show or not post description. Allowed
value 0|1
1
Desc_text_limit Limited number of text is displayed in
description
20
Style Displayed style for list. You can
customize your own style and create a
file corresponding to your style in
themes folder
Style1
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
3
show_filter_bar Show or not filter and search bar on list 1
show_icon_action Show or not icon action which redirects to detail campaign page
1
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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 Choosen category list for post filtering.
Categories are separated by comma (,) eg:
1,2,3
0
ids Ids list of checked post is displayed. If Ids is checked, category parameter is passed.
Empty
Show_des Show or not post description. Allowed value
0|1
1
Desc_text_limit Limited number of text is displayed in
description
20
Map Map setting. Value form: {``zoomlv``:7,``lat``:-32.76880048488168,``lng``:148.150634765625}
empty
show_location Show or not location of campaign 1
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.
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4. Shortcode donate page To create a page which allows donors to donate.
Shortcode: [infunding_donate_form]
Shortcode does not contain param.
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
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Front-end view
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By the similar way, you can create donate page with shortcode [infunding_donate_form]
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Contacting Inwave If you encounter any issues with Inwave extensions and templates, please send us a ticket at
https://inwave.ticksy.com/