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Connect Plugin

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To be released on August 15, 2017.

The Click & Pledge Connect Forms plugin was developed so that the organizations which are running their websites on WordPress may like to host our Connect Forms on their websites. With this plugin, organization administrator can create a Form Group through which administrator can able to add multiple forms in a series based on start and end date. When the form group is created, then the plugin will provide a “Short code” where the administrator will copy the Short code and place it in any content type like pages/blogs/posts. 

NOTE: The connect form will be responsive even if the Organization’s site is not responsive.

Requirements: 

  • Connect Plugin requires WordPress 4.7+
  • MySQL 5
  • PHP 5 

Download:

Here is the link to download Wordpress Connect Click & Pledge plug-in:   TBA

Steps to follow for creating a Form Group:


Step 1:
Login to WordPress account by entering the Username/Email address and Password. 

WordPress Login Page

Step 2: Go to ‘plugins->Installed Plugins’ Activate the ‘Click & Pledge Connect Form’.

Plugin

Step 3: Click ‘Add Form’ under ‘Click & Pledge Connect’.

Add Form Group

Step 4: All the fields are mandatory except End Date and Custom Error Message.

  1. Form Group Name*: Enter the unique form group name. If the entered group name was already existing, then the last modified group name will take the effect. To avoid the confusion, it is recommended to use the unique group name
  2. Click & Pledge Account Number*: Enter your Click & Pledge Account Number.
  3. Click & Pledge Account GUID*: Enter the Account GUID of your Connect Account. To know your Account GUID, login to Connect and go to Launcher > Settings > API Information > API (PaaS / FaaS) Account GUID.
  4. Start Date*: Enter the start date of the form group. Form group may also start with the past / future dates.
  5. End Date: Enter the end date of the form group. As it is not the mandatory field, if the field is empty then the form group will be never ending.
  6. Display Type: Select either Inline or Overlay from the dropdown menu.
    6a. 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. 
    6b. Overlay: The selected Connect form will appear with in a click away.
    6c. Popup Type: By selecting the display type as Overlay, you will be asked to choose the popup type. Popup type may be a text, an image or a button.
    6d. Enter name for Button or Text: You can also name the selected popup type.
  7. Custom Error Message: The message enters here will appear in case of unavailability / expired of either form / form group.
  8. 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.
  9. Click ‘Save’ after entering all the details in the form group.
Form Group Fields

Step 5: By clicking on ‘Save’ button, a new section will appear wherein to add the campaign details which you have already created in Click & Pledge Connect. By selecting the Campaign Name and the form, automatically the form GUID will appear along with the Start Date. To add the second form, make sure to give the end date for the first form. Click ‘Save’.

NOTE: Minimum of one form should be added.

Add Form

Step 6: By clicking ‘Save’, the following screen will appear wherein you will find all the existing form groups. Based upon the form group name, Short Code will be generated.

Copy Short Code

Step 7: Copy the Short Code and click ‘New Page’ under Pages section.

Short Code in Page

Step 8: Enter the Page details:

  1. Enter the page name. By entering the page name, an auto-generated permalink will appear below the page name field. You can click ‘Edit’ to change the permalink.
  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. Click ‘Publish’.
  4. Click the Permalink to see the added form. 

This is how it looks. Click on ‘Donate’ button to view the form.

Final Connect Form 




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