How To?

Frequently asked How To's:

1. Add a Donation Link to Your Site?
2. Add a Donation Button to Your Site?
3. Sell a Product from Your Site?
4. Sell Multiple Items from Your Site?

Other How To's:

1. Set up a checkout page?
2. Change the colors of my checkout pages?
3. Add premiums and gifts to donations?
4. Add discounts to products?
5. Add sales tax to products?
6. Add shipping charges to products?
7. Add custom questions to the checkout page?
8. Process credit cards manually using a virtual terminal?

& Here is how to:

.. add a donation link to your site?

To add a link to your page you must have access to your site's content. Typically this is done through a FTP or direct access to the site's files. A link is added by inserting the text of your choice to the checkout page's URL address. To get the checkout page's address follow the steps listed below:

1. Log into the administrative system.
2. Click on the Checkout Pages icon on the top menu bar.
3. Click on the Get Code () in the checkout page thumbnail of the page you wish to link to.
4. Follow instructions on the type of HTML code you will need in order to add to your page.

.. add a donation button to your site?

Adding a payment button to your page, requires access to your site's content. Typically, this is through an FTP or direct access to the site's files. A button is added by copying and pasting a few lines of HTML code to your webpage. A selection of designed buttons are available in our gallery or you may design one yourself. To obtain the button code follow the steps listed below:

1. Log into the administrative system.
2. Click on the Checkout Pages icon on the top menu bar.
3. Click on the Get Button Code ()thumbnail in the checkout page thumbnail which you wish to link.
4. Follow the instructions on the type of HTML code you will need in order to add a button to your page.

.. sell a product from your site?

There are two choices in the checkout pages that are used for selling products; the Friendly easyPage or the Advanced page. Instructions for each checkout page is listed below:

Friendly easyPages

1. Log into the administrative system.
2. Click on Checkout Pages.
3. Scroll down to the section titled: "Create a New Checkout Page."
4. Click on "Use this Page Design" for the Friendly Single page.
5. Follow the guided steps to create a Friendly checkout page.
6. Copy & paste the link in the last step to link to your new checkout page.

Advanced Pages

1. Log into the administrative system.
2. Click on "Switch to Advanced Mode" if not already in the Advanced mode.
3. Click on Checkout Pages.
4. Click on "Add a New Advanced Page."
5. Create a new checkout page if one does not exist already [More at: Checkout Pages]
6. Click on Products & Memberships.
7. Add a new product using the tabs provided. [More at: Products & Memberships]

.. sell multiple items from your site?

1. Log into the administrative system.
2. Click on "Switch to Advanced mode" if not already in the Advanced mode.
3. Click on Checkout Pages.
4. Click on "Add a New Advanced Page" [an advanced page must exist, prior to adding a new product].
5. Create a new checkout page if one does not exist already [More at: Checkout Pages]
6. Click on Products & Memberships
7. Add a new product by using the tabs provided . [More at: Products & Memberships]
8. Add other products by repeating step 7.

.. set up a checkout page?

1. Log into the administrative system.
2. Click on Checkout Pages.
3. Scroll down to the section titled: "Create a New Checkout Page". [More at: Checkout Pages]

.. change colors of my checkout pages?

Colors may be changed in both the easyPages and the advanced pages.

easyPages

1. Log into the administrative system.
2. Click on Checkout Pages.
3. Click on Edit () in the existing checkout page thumbnail; otherwise, create a new checkout page.
4. Move through the steps until you are at the step showing the color pallets. [More at: Step 2]
5. Edit the colors and move to the last step.

Advanced Pages

1. Log into the administrative system.
2. Click on Checkout Pages.
3. Click on Edit () in the existing checkout page thumbnail; otherwise, create a new checkout page.
4. In the Build Checkout click on Themes. [More at: Checkout Page Themes]

.. add premiums and gifts to donations?

Premiums & gifts may only be added to the advanced checkout pages. [More at: Donations & Premiums]

1. Log into the administrative system.
2. Click on Donations & Premiums.
3. Click on Build Premiums.
4. Enter the premium name.
5. Assign it to an already defined donation.
6. Enter a minimum qualifying price.
7. Enter the tax deductible portion.
8. Enter the token value.
9. Click on the SUBMIT button to save your changes.

.. add discounts to products?

Discounts may only be added to the advanced checkout pages. [More at: Product Discounts]

1. Log into the administrative system.
2. Click on Products & Memberships.
3. Click on Product Discounts in the submenu.
4. Define a new discount name under Build a New Discount.
5. Set the discount schedule under New Discount Values.
6. Manage the defined discounts under Manage Discounts.

.. add sales tax to products?

Sales tax may only be added to the advanced checkout pages. [More at: Sales Taxes]

1. Log into the administrative system.
2. Click on Products & Memberships.
3. Click on Sales Taxes in the submenu.
4. Define a New Tax Group under New Tax Group tab.
5. Define New Tax rules as a countrywide or statewide rule under New Tax Rule tab.

.. add shipping charges to products?

Shipping may only be added to the advanced checkout pages. [More at: Shipping]

1. Log into the administrative system.
2. Click on Checkout Pages.
3. Click on Shipping in the submenu.
4. Define a New Carrier under the New Carrier tab.
5. Define New Rates under the New Rate tab.

.. add custom questions to the checkout page?

Custom questions may be added on a limited basis to easyPages and unlimited to the advanced pages.

easyPages

easyPages allow for a maximum of three custom fields. [More at: easyPages]

1. Log into the administrative system.
2. Click on Checkout pages.
3. Click on the Edit () icon on the checkout page thumbnail if one exists; otherwise, create a new checkout page.
4. Move through the steps until you reach the Customize Questions. [Step 5 for Friendly easyPages & Step 4 for Classic easyPages]
5. Update/Edit the questions and go to the last step to save the changes.

Advanced Pages

Advanced pages allow for unlimited custom questions while allowing for product or donation specific custom question groups. [More at: Questions & Criteria]

1. Log into the administrative system.
2. Click on Customize Questions.
3. Define a group [Questions are added to a group. Groups are then assigned to products or donations in a checkout page]
4. Add the question to the Custom Questions field.
5. Choose the format for the questions, e.g. Radio buttons, text boxes, pull down men, etc.
6. Click on Submit to save the questions.

.. process credit cards manually using a virtual terminal?

Processing credit cards manually allows for charging a patron's card using a virtual terminal. [More at: Process Cards Manually]

1. Log into the administrative system.
2. Enter the name of the item for which the patron is paying.
3. Enter the Amount & Tax Deductible portion.
4. Set up a recurring payment schedule if payment is to be a recurring charge.
5. Enter patron's name, address, and other personal information as requested or choose from a previous donor listing.
6. Enter the credit card number and the card verification security number (CV2) information as well as the expiration month and year.
7. Click on Process Payment to process the charge.