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2016 Crowdfunding WORDPRESS PLUGIN V1.0 INWAVETHEMES

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Page 1: Crowdfunding manual - InwaveThemesinwavethemes.com/plugins/Crowdfunding_manual_1.0.pdf · _INWAVETHEME_ 2 Introduction Crowdfunding is a Wordpress plugin to create charitable program

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/