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WPJobBoard


Prerequisites

  • WordPress 3.3 (it will work with WordPress 3.0 but 3.3 version is recommended)PHP 5.2.4 or greater
  • PHP 5.2.0
  • MySQL 5.0+

How to install WPJobBoard:

How to install Click & Pledge Gateway:

  1. Download the plugin from WordPress: https://wordpress.org/plugins/click-pledge-wpjobboard/
  2. Extract the plugin
  3. Upload the Plugin folder to the wp-content/plugins folder in the WordPress directory online, using an FTP program.
  4. Go to the Plugins screen in the admin area and find the newly uploaded Plugin in the list.

    Activate Plugin
  5. Click on the Activate link to activate the plugin.
  6. Once activated, the plugin may be reviewed at:  Settings(WPJB)->Configuration (Payment Methods Section)
  7. Click on ‘Edit’ and enter the Click & Pledge Account Information
Admin login:

http://<your_wordpress_home>/wp-admin.php
to log into WordPress admin area. 

WordPress Login
 
After login into the admin area select Settings (WPJB)->Configuration to launch WPJobBoard  Configuration Page

WPJobBoard- Plugins
 
How to add Payment Processor?

Go to Settings(WPJB)-> Configuration (Payment Methods)

WPJobBoard- Payment Methods

Click on Edit & review the following screen:
Configuration Settings:

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These are the settings which effects the payment section in the External page.

Availability: Select ‘Enable this payment method’ so that Click & Pledge Payment Gateway will be available for payments in the External page.

Title: Name the title of the Payment Gateway so that it will appear in the External page.

Order: Give the order number like 1,2,3…. So that the payments are sorted in the ascending order.

How to Change User?

We can change the user with Connect platform through OAuth Connection. After successful OAuth connection, all the Connect campaigns of that C&P Account will appear as a pull-down menu in each form. The payment methods are also brought into WPJobBoard automatically. To do so, you need to have Connect Account.

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Enter the Connect User Name associated with your Click & Pledge account and click on Get the Code.

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 Please check your email inbox for the email. Copy and Paste the code and click Login. 

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After successful login, you will see the Click & Pledge accounts listed in the C&P AccountId.

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Click Refresh Accounts so that if any changes made in the Connect, they will reflect here.

General Settings:

Based on the Account ID selected, the settings which are set in the Connect platform will be appear here.

Order Mode: Order Mode may be set either to Test or Production. Test mode is used to test the transactions. No amount will be deducted from the payment. Production mode is nothing but live payment form wherein the given amount will be deducted from the selected payment type.

Connect Campaign URL Alias: Transactions will post to this selected Campaign. It can be added to the form so that the transacted amount will be added to the selected campaign. By entering the Connect Campaign URL Alias in the Form, the receipt assigned to the Connect Campaign will replace the generic receipt. The receipt which is assigned to this campaign will be sent to the recipient. For additional information on Receipts, click this link.  

To know the Connect Campaign URL Alias, login to Connect platform (https://login.connect.clickandpledge.com) > Launcher > Fundraising > Campaigns > Select the desired campaign > Campaign Details > Campaign Settings > Basic Information > Campaign Alias. 

Payment Methods: The Connect Payment settings will be replicated here. To add other payment types, login to Portal and go to Account Info > Accepted Cards to enable the payment type settings. Only Custom Payment can be edited here. Default Payment Method can be set.

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Receipt Settings:

Enable Send Receipt to Patron to send the receipt to the patron. The information which is in the Receipt Settings of Connect will be displayed as it is in the Receipt Header and Terms & Conditions. It can be edited based upon the need.

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Recurring Settings:

Recurring settings can be edited here:

Payment Options: Enable or disable the one-time only & recurring options as per the need.

NOTE: Recurring options will be available only when the check-box for recurring is enabled.

Default Payment Options: If both one-time only & recurring options are active then this option will be available. Select one as the default payment options.

Recurring Types: Enable the check-boxes for installments & subscription.

Installment: This will allow a patron to break a payment into smaller installments. 

Subscription: This allows a patron to opt into making a repeat payment at the time interval they choose. 

Default Recurring Type: This option will be available only when both installments and subscription is enabled. Select the default recurring type.

Periodicity: Select the desired periodicities so that they will appear in the external page.

Number of Payments: There are four types in which we can do the payment. They are:

Indefinite only: If this option is selected then 998 times for installments and 999 times for subscription, the recurring option will be continued.

Open Field only: If this option is selected, “Default number of payments” and “Maximum number of installments” can be given. The entries given here can be changed in the external page.

Indefinite + Open Field Only: If this option is selected, the default value will be 999 which can be changed accordingly in the external page.

Fixed Number – No Change allowed: If this option is selected, the number entered in this field remains constant.

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After making all the changes click on “Update” button.

Special Considerations:
  • WPJobBoard does not post transactions with $0 to the gateway and as such those transactions are not processed by Click & Pledge.  Transactions that are not posted to Click & Pledge will not post to Salesforce.
Note: For other information about WPJobBoard Plugin follow the URL below



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