Dashboard Home
The administrative system in the Wizard mode offers a subset of all features
available in the system. may be created and managed through
the Wizard mode. Each aspect of the Dashboard home is described below:
Wizard Mode:
Advanced Mode:
The Dashboard home toolbar, above, provides links to the minimum access
points needed to manage an account. The following describes each link in
detail:
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Link back to the Dashboard Home.
Dashboard home provides links to the management pages. It also
provides a summary of account activity with a link to download the latest
check statement. |
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Link to the management page.
Managing checkout pages is easily done by using the step-by-step
procedure for easyPages. Checkout pages may be edited, deleted, and
linked. |
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Link to & Premiums [Advanced Mode
ONLY]
Adding donations & premiums to the checkout page. Through this
section you can add donations in simple text fields or the radio button
option. Donations can be customized and premiums added. Notifications and
other customization parameters can be set. |
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Link to & Donations [Advanced Mode
ONLY]
Adding products to the checkout page. Products are items that are
at a fixed price and may be listed in varying quantities. Also, options,
notifications, pictures, and may be added to each product.
The display order and other parameters are also customizable through this
section. |
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Link to Questions & Criteria [Advanced Mode ONLY]
You may add to the payment
page by grouping questions and assigning them to specific products or
donations. Questions may be added in the form of text fields, radio
buttons, menu fields, and checkboxes. |
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More options:
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Account Info: Organizations’ account
information, mailing address, phone, etc. may be updated and edited.
The section also allows for defining users, downloading reports,
managing messages and accepting or rejecting payment methods.
- Process Cards Manually:
Process credit cards manually through the administrative system.
Orders may be replicated and user information retrieved for repeat
payments.
- Support Information:
Links to the support site where various FAQ's and knowledgebase
articles are posted.
- Switch to Advanced Mode:
Switches the administrative system to the Advanced mode. Once
switched, the administrative system remembers the choice for future
account access. Advanced mode provides more options for account
control as well as allowing for setting up the shopping basket
system.
- Log Out: Exit the administrative system. While a
web based system can be exited by closing the browser, it is
recommended using the logout procedure. This ensures the session is
closed and secure.
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Below are the “How To” links to sections of the administrative system and a
summary view of the account activity. Here is a description of each section:
Each of the buttons in the “How To” section provides easy,
step-by-step instruction on how to perform a task. For example, to begin
accepting payments online, a link must be added to a checkout page. A link
is easily added by copying and pasting a few lines of HTML code into your
web site.
Adding a donation button, selling a product and selling
multiple items are all explained in the buttons in the "How To" section.
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Quick Links provides links for the easyPages. The list expands
when you are in the Advanced mode. Following is a description of
each link:
Checkout Pages:
- Add/Manage Checkout Pages
Start building a new checkout page. Links are provided for
building easyPages.
- Manage Checkout Pages
A Listing of all checkout pages with the option to edit,
update, delete, and retrieve the code needed to add
checkout pages to your website.
- Shipping
Add shipping carriers and rates.
Donations & Premiums
- Add a New Donation
Add a new donation item to the checkout pages. Donation items
may be defined as radio buttons or simple text
fields.
- Manage Donations
Edit/update/delete the existing donations.
- Items
Premiums are gifts and giveaways that are defined for various
levels of donations. Premiums may be defined for an existing
donation.
Products & Memberships
- Add a New Product
New products may be added through the link.
- Manage Products
Edit/update/delete the existing products
- Sales Taxes / Discounts
Sales taxes and discounts may be defined and applied to
products. |
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Click & Pledge Announcements:
News from Click & Pledge will be posted in this
section in order to keep you updated on products, alerts, and
changes.
Your Messages:
Through the administrative system, you may
communicate with other users within your organization. The site
administrator may define users and grant permission to manage the
organization's account. Each user may send messages to other
users.
Recent Activity:
A brief summary of account activity, with a link to
the check statement, is provided for quick access and
overview. | |