CONNECT: Drupal Plugin

We developed the Click & Pledge CONNECT Module for organizations to host our payment forms on their Drupal websites. With this module, 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 module will provide a “Short code” that can be copied and placed in Drupal pages/articles. 
 

1. Prerequisites
2. Adding Click & Pledge Account
3. Creating form groups
4. pledgeTV

NOTES for Module

• The CONNECT form will be responsive even if the Organization’s site is not responsive.
• HTTPS Protocol Highly Recommended. All Click & Pledge forms, standalone and embedded are completely secure. That being said, we still highly recommend that any Click & Pledge form you embed on your website be on an HTTPS webpage for 2 reasons.

1. It will ensure your patron understands your payment page is secure.
2. Some web browsers, like Google Chrome, will flag your page as 'Not Secure' if it is not an HTTPS page.

Supports: 
Click & Pledge CONNECT module supports Drupal 8.x and above.

Prerequisites:

This module also requires the PHP extension SOAP to be installed and configured on the server where the website is hosted. If you do not have this extension, contact your website hosting provider to add it. For more details click here. 

Click here and scroll down to download the module which is under Downloads section. Login to Drupal with <your domain> admin username and password. Go to Extend Tab > Install New Module > Upload Module > Choose File – Select the .zip file to upload. Once you see that the module is listed, click on [Install] button.

Set the time Zone: To change the Time zones, go to People > Locale Settings.


To enable the Click & Pledge short code, go to Configuration > Content Authoring > Text formats and editors (Click it) and configure Basic HTML, Restricted HTML and Full HTML. 


To configure Basic/Restricted/Full HTML, click on Configure and

1. Enable the checkbox of Click & Pledge Shortcode under Enabled Filters
2. Enable the both checkboxes of Click & Pledge Shortcode under Filter Settings.
3. Click Save configuration.

NOTE: Configure the same for Basic HTML, Restricted HTML and Full HTML.

Adding Click & Pledge Account

To create a new account, go to configuration > Development > Click & Pledge CONNECT (click it).


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 Drupal, 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 “Prerequisite” section for more details. 
NOTE 3: Once the Account information is added, additional menu items (Click & Pledge, Form Groups, pledgeTV®) will appear.

Creating Form Groups

To create a new form, go to Form Groups > Add New Form Group (click it).


Form Group Name*: Enter the unique form group name. 
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.
Start Date & Time*: Enter the start date of the form group. Form group may start with past or future dates.
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.
Display Type: Select either Inline or Overlay from the dropdown menu.
Inline: The selected CONNECT form will appear in the web page. It will automatically adjust the size of the form, so it fits within a page of your website. 
Overlay: The selected CONNECT form will appear when a link is clicked. The link can be in the form of Text, Button, or an image. In this case the CONNECT form will open on the same page as an overlay.
Link Type: By selecting the display type as Overlay, you will be asked to choose the Link type. Link type may be a text, an image or a button.
Button Label: You can customize the selected button type label.
No Valid Form Message: The message entered here will appear in case the form is unavailable. Forms may be unavailable if either the Account, Form or Form Group have expired.
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.

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

Adding CONNECT Forms

By clicking on ‘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.

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.

Add the Short Code to the Article / Page:

Go to Content > Add Content (Click it) > Select Article / Basic page > click ‘New Page’ under Article / Pages section.



Enter the Article / Page details:

1. Enter the Page Title.
2. Paste the Short Code in the body of the code. You can also add the information about the page which gives a clear idea to the customers about the page. 
3. Select the desired Text Format.
4. Enable the checkbox for Published.
5. Click Save.

This is how it looks. 

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 PledgeTV® > Add New Channel Group.


Channel Group Name*: Enter the unique Channel group name. 
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.
Start Date & Time*: Enter the start date of the Channel group. Channel group may start with past or future dates.
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.
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.
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.

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

Add Channels

By clicking on ‘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: Minimum of one Channel should be added. 



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

Add the Short Code to the Article / Page:

Go to Content > Add Content (Click it) > Select Article / Basic page > click ‘New Page’ under Article / Pages section.



Enter the Article / Page details:

1. Enter the Page Title.
2. Paste the Short Code in the body of the code. You can also add the information about the page which gives a clear idea to the customers about the page. 
3. Select the desired Text Format.
4. Enable the checkbox for Published.
5. Click Save.

This is how it looks. pledgeTV®  video will be played.