Documentation

Plugin Guide

Installation & Activation
  • Login to WordPress admin with administrator role.
  • On left navigation bar select plugins -> Add New -> Upload plugin -> activate plugin.
  • Plugin activation will create all required pages, with their respective short-code.
  • Use short-codes to display donation,event,newsletter,membership,contact us
Required Steps
  1. General
    • Add fundly API key (Required step)
    • Save default layout : General -> layout configuration -> click save changes (Required step)
  2. Donation
    • Add new donation (Required step for donation)
  3. Events
  4. Newsletter
    • Add new newsletter (Required step for newsletter)
  5. Membership
  6. Contact Us
    • Add new contact-us (Required step for contact us )

General

General -> General Configuration
  1. After plugin activation, the new item will be added to left navigation bar.
  2. General tab, enter the API key and organization name.
  3. Captcha Configuration, toggle captcha option in plugin
  4. Checkout, toggle checkout as organization
  5. Thank you page/ Message, after completing transaction set customize thank you message or select thank you page
General -> User Account Configuration
  • All settings related to user/login/registration/users tabs etc.
    1. Profile Tabs Show/Hide, toggle relationship and payment tabs
    2. Transaction Tabs Show/Hide, toggle Giving Details,Recurring Profiles,Event Registration,Membership tabs under transaction tab
    3. Login Menu Show/Hide, toggle login option from all plugin area and change login menu position in other site areas
    4. Login/Register Header Message, Edit login/registration area text
General -> Layout Configuration
  • All settings related to front end layout. write custom CSS and js with highest priority
General -> Short-code list
  • All plugin short code list
General -> Cart/ Guest Checkout Settings
  • Toggle donation option on cart checkout page,default is off
  • Source of donation and funds are required to set donation on checkout

Donation

Donation -> Donation pages
  1. Donation page created on activation but donation will display only after adding donations.
  2. To configure donation, click on Donation at the top. On this page user can add new donation or edit an existing donation. Click the Add new button to add a new.
  3. No pre-configured donation available, admin have to create donation and use generated "shortcode" in respected donation page.
  4. Once the donation is added, donation will be visible in created donation page.
Donation -> Settings
  • Editable text and some toggle options.

Events

Settings
  1. Past Events Settings, Toggle past event option and select past event default listing by current month OR current year OR all
  2. Upcoming Events Settings,Toggle Upcoming event option and select upcoming event default listing by current month OR current year OR all
  3. Common Settings, Hide or show event calendar,set default list type, set default list type( grid/ list ), set per page event numbers
Display Events on Multiple Pages
  • Displays all events short codes
  • Direct Event Purchase column, it makes event page as a single page event checkout
  • Add New
    • Add title for upcoming and past events
    • Number of upcoming events to display, for widget short-code
    • Select tags to display events having that tags only, leave unchecked to list all events
Simplify Event Form
  • Hide / Show event form items
  • Front-end form where these setting applies

Newsletter

To configure newsletter, admin has to add new newsletter form and use generated short code in site pages.

Newsletter -> Listing & configuration
  • Newsletter listing page, all newsletter listed here, admin has to publish newsletter to use newsletter.
Newsletter -> Add New -> Form Fields Configuration
  1. Newsletter Name, newsletter title
  2. E-Newsletters, Toggle e-newsletter option in form
  3. Snail Mail Newsletters, Toggle mail newsletter option in form
  4. Custom Fields, add custom fields into newsletter form by selecting custom data set
  5. Mail Address Fields, Toggle address fields
  6. Display CAPTCHA, Toggle captcha option
  7. Submit Button Text, edit newsletter submit button text
  8. Categories, allow user to select categories OR admin can set default newsletter categories on signup
  9. Newsletter category Instructions , admin can write user help instruction for front-end user about categories
Newsletter -> Add New -> Form Design Configuration
  1. Headline, set newsletter headline
  2. Description, add newsletter description
  3. Button Background Color, set newsletter submit button background color
  4. Button Text Color, set newsletter submit button font color
  5. Custom CSS Class, add custom css class on button
  6. Background Color, set form background color
  7. Font Color (all lables ), set font color of all forms lables
  8. Background Image, set form background image
  9. Background Image Repeat, If form background set as image and needs to repeat can do from here
  10. Input Fields Width, input text width in form
  11. Set Left Indent/Margin, set left side tndent in form
  12. Form Alignment, form alignment in screen left, right, center
  13. Main Container Width , set form parent container width

Membership

There are two section in membership 1.Memberhship & 2.Member Directory

  • Membership page is auto created on plugin activation if Membership modules exist
  • Member directory page also auto created on plugin activation
Settings
  1. Membership List Type, set membership list format type (grid or list)
  2. Grid Columns Size , add column if list type selected "grid"
  3. Allow Renew Membership to , Toggle renew option for Organization OR Individual OR Both
  4. Pages for member's only, option is to restrict wp pages for member only, admin can select pages and membership level to restrict pages
    • Select pages : Select WordPress pages to be restrict
    • Select Membership level: Select membership level having access of these pages. empty considered all membership.
    • Error text when user is not logged in: Edit front-end error while user accessing page without login
    • Error text when user is logged in: Edit front-end error while user accessing page,already login but not having membership
Short Codes
Sort Membership Levels
Member Directory Settings
  1. Member Directory Default List Type
  2. Member Directory Page Size
  3. Phone Display Control In My Profile Section
  4. Quick Search By

Contact Us

To configure contact us form, admin has to add new contact us form and use generated short code in site pages.

Contact Us -> Listing & configuration
  • Contact Us listing page, all Contact Us listed here, admin has to publish Contact Us to use Contact Us.
Contact Us -> Add New -> Form Fields Configuration
  1. Contact Form Name*, contact us form name
  2. Contact Source, Select contact source, selected cotact source will be assign to the contact created by this form
  3. Contact Type, Select contact type to get associated custom data set and their form fields
  4. Form Fields, List all custom data set and their form fields associated with selected contact type
  5. Display CAPTCHA, Toggle captcha option
  6. Submit Button Text, edit Contact Us submit button text
Contact Us -> Add New -> Form Design Configuration
  1. Headline, set contact us headline
  2. Description, add contact us description
  3. Button Background Color, set contact us submit button background color
  4. Button Text Color, set Contact Us submit button font color
  5. Background Color, set form background color
  6. Font Color (all lables ), set font color of all forms lables
  7. Background Image, set form background image
  8. Background Image Repeat, If form background set as image and needs to repeat can do from here
  9. Input Fields Width, input text width in form
  10. Set Left Indent/Margin, set left side tndent in form
  11. Form Alignment, form alignment in screen left, right, center
  12. Main Container Width , set form parent container width