CONNECT: WordPress Plugin

We developed the Click & Pledge CONNECT plugin for organizations to host our payment forms on their WordPress websites. With this plugin, an organization’s website administrator can create a Form Group through which they can add one or more forms in a group based on start and end date. When the form group is created, the plugin will provide a “Short code” that can be copied and placed in WordPress pages/blogs/posts.


  

Table of Contents

•  Prerequisites
  • reCAPTCHA
  • Secure Hosting Page
  • SOAP PHP extension
•  Login to WordPress
•  Add Click & Pledge Account
•  Creating Form Groups
•  Add CONNECT Forms
•  Copy the Short Code  
•  Enter the Page details
•  pledgeTV

We developed the Click & Pledge CONNECT plugin for organizations to host our payment forms on their WordPress websites. With this plugin, an organization’s website administrator can create a Form and pledgeTV® groups may be defined as a family of forms or TV Channels, from one or different campaigns, with different start & end dates. When the form group is created, the plugin will provide a “Short code” that can be copied and placed in WordPress pages/blogs/posts. 

Supports: 

Click & Pledge CONNECT plugin supports WordPress 4.7 and above.
 

Prerequisites

Secure Hosting Page SOAP PHP extension

1. Download Click & Pledge CONNECT plug-in directly by clicking here . By clicking the provided link, a .zip file will be downloaded. Login to WordPress, go to Plugins Tab > Add New > Upload Plugin > Choose File – Select the .zip file to upload. Once you see that the plugin is installed, click on [Activate] button.
2. Login to WordPress, go to Plugins Tab > Add New > Search ‘Click & Pledge CONNECT’ > Click ‘Install Now’. Once you see that the plugin is installed, click on [Activate] button. 

 
 

Login to WordPress

Login to WordPress account by entering the Username/Email address and Password. Do not forget to add Wp-admin at the end of the URL. Example: https://yourdomain.com/wp-admin


 

Add Click & Pledge Account

To download Click & Pledge plugin, see the Downloads section above. If you don’t see an [Activate] button right after the installation of the plugin, go to ‘plugins->Installed Plugins’ activate ‘Click & Pledge CONNECT’.

Go to Settings of Click & Pledge to create a new account. Enter the Click & Pledge Account Number and Account GUID and click ‘Verify’. After successful verification, you will see the Nickname of the C&P Account. To change the Nickname, login to CONNECT (Launcher > Settings > Account Information > Nickname). Click Save to view the newly added C&P Account in the list.

NOTE 1: If the Nickname is changed in CONNECT after adding the C&P Account in WordPress, click the ‘Refresh’ button to update.

NOTE 2: If SOAP extension is not installed or configured on your server, this step will show an error. See the above “Support” section for more details. 

NOTE 3: Once the Account information is added, additional menu items (Form Groups and Add Form Group) will appear.




 

Creating Form Groups

To create a new form, go to Click & Pledge > Form > Add New Form Group.



Customize Form Group.

1. Form Group Name*: Enter the form group name. If the entered group name already exists, (groups have the same name and short code) the group that was added last will take precedent.

2. Account(s)*: Select the C&P Account from the drop-down menu. NOTE: The drop-down will be disabled if only one C&P Account is integrated.

3. Start Date & Time*: Enter the start date of the form group. Form group may start with past or future dates. NOTE: Date & Time formats and Time zones can be modified in the WordPress Settings > General.



4. End Date & Time: Enter the end date of the form group. This is not a mandatory field. If this field is empty, the end date of CONNECT forms you have added will take effect, and the short code will expire on form end date.

5. Display Type: Select either Inline or Overlay from the dropdown menu. 7. Status: Select ‘Active’ as status to see the added forms in the web page. Select ‘Inactive’ as status to hide the added forms in the web page.

8. Click ‘Save’ after entering all the details in the form group.

 

Add CONNECT Forms

After you click the ‘Save’ button, a new section will appear showing the campaign details which you have already created in Click & Pledge CONNECT. By selecting the Campaign Name and the form, the form GUID will automatically appear along with the Start Date. To add a second form, you need to select an end date for the first form. Click ‘Save’.

NOTE: Minimum of one form should be added. The second form’s start date will be the first form’s end date which means that the second form will be active only when the first form has ended.

Click on the URL button to add the CONNECT URL parameters so that the values provided in the URL parameters will appear directly in the form. To know more about URL Parameters, click here .




Example URL Parameter: fn=Fred&ln=flintstone&em=fred.flintstone@clickandpledge.com&ad=2200 Kraft Drive,Suite 1175&co=us&ci=Blacksburg&st=va&ph=540 555 1212&zc=24060&SFContactid=a0W9000000lRoUbEAK


 

Copy the Short Code 

By clicking the 'Save' button, you will be redirected to the Form Groups page where you will see the list of added form(s) along with the existing form groups. Based on the given form group name, Short Code will be generated.

NOTE: Status will be changed to ‘Expired’ when the End Date of the form is reached.

Copy the Short Code.




 

Enter the Page details

Click 'New Page' under Pages section.

1. Enter the page name. 
2. Paste the Short Code in the body of the page. You can add more information or instructions to the page above and/or below the code.
3. Click ‘Publish’ to publish the page.  

Follow the same procedure for creating blogs/posts or any content type.



Below is an example page with the button option.  


 

pledgeTV

pledgeTV® allows organizations to upload their video files, add payment forms to the video to make a 'Pledge Video', and assign Pledge Videos to a 'TV Channel' that may be embedded on their website with a Donate button.

New Channel Group

To add new channel group, click Click & Pledge > pledgeTV® > click ‘Add New Channel Group’.



Customize Channel Group.



1. Channel Group Name: Enter the Channel group name. If the entered group name already exists, (groups have the same name and short code) the group that was added last will take precedent.

2. Account(s)*: Select the C&P Account from the drop-down menu. NOTE: The drop-down will be disabled if only one C&P Account is integrated.

3. Start Date & Time*: Enter the start date of the Channel group. Channel group may start with past or future dates. NOTE: Date & Time formats and Time zones can be modified in the WordPress Settings > General.

4. End Date & Time: Enter the end date of the Channel group. This is not a mandatory field. If this field is empty, the end date of CONNECT forms you have added will take effect, and the short code will expire on Channel end date.

5. No Valid Channel Message: The message entered here will appear in case the Channel is unavailable. Channels may be unavailable if either the Account or Channel group is expired.

6. Status: Select ‘Active’ as status to see the added Channel in the web page. Select ‘Inactive’ as status to hide the added Channel in the web page.

7. Click ‘Save’ after entering all the details in the Channel group.

Add Channels

When you click the ‘Save’ button, a new section will appear showing the Channel details which you have already created in Click & Pledge CONNECT. Select the Channel Name and Start Date. To add a second channel, you need to select an end date for the first channel. Click ‘Save’.



NOTE: A minimum of one Channel should be added. The second channel’s start date will be the first channel’s end date which means that the second channel will be active only when the first channel has ended.

Copy the short Code

By clicking the 'Save' button, you will be redirected to the pledgeTV® Channels page where you will see the list of added Channels(s) along with the existing Channel groups. Based on the given Channel group name, Short Code will be generated.

NOTE: Status will be changed to ‘Expired’ when the End Date of the Channel is reached.

Copy the Short Code.

Under Pages section, click "New Page".
Enter the Page details.

1. Enter the page name. 
2. Paste the Short Code in the body of the page. You can add more information or instructions to the page above and/or below the code.
3. Click ‘Publish’ to publish the page.  

Follow the same procedure for creating blogs/posts or any content type.

Below is an example page with the pledgeTV® video.