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Go to setup > Process Automation Settings
From the Process Automation Settings, change the “Send Process or Flow Error email to” to Apex Exception Email Recipients and save.
Go to setup > Apex Exception Email and do not set (or remove) any user or emails.
Create
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Experience Cloud Page
Go to Setup > All Sites > Select the community site > Builder
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There is one page you need to set up for WIT for every client project; the Checkout Page. If you are notified the client is going to pay for WIT as a separate product licence, set up all the following pages:
Free with Posi Giving | Paid version of WIT (separate licence) |
Checkout Page only | Multi Screen Donation Page |
| Single Screen Donation Page |
| Update Contact Details Page |
| Subscribe To Newsletter Page |
| Build Your Own Fundraising Page |
| Checkout Page |
| Reprocess Donation Page |
| Update Credit Card Page |
To create a new page, just follow the steps below:
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See the list of flow details link under “ASFundraising Flow” section. Repeat the same steps for all the pages.
View file name WIT Flow Details.docx
Update the CSS
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A message will appear ‘Override CSS?’; select Use Overrides. Paste the CSS code provided into the edit window.
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Create the Trusted Sites for Scripts below. Set the Status to Active for all entries.
TRUSTED SITE NAME | TRUSTED SITE URL |
Google Pay | |
PayPal | |
jQuery | |
Gstatic | |
PayPal Sandbox |
Public Access
Make all the pages accessible to public. Repeat the same steps for all the 3 pages (Multi Screen, Single Screen and Checkout Page).
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Gateway disclaimers
GAU selection list
Campaign dollar handles
GAU allocations
Campaigns
Apex Class Access
ASPHPPADDON.PGCallProcessBDEItem |
ASPHPP.ASPP_ProcessPayment |
WITFA.AS_Build_Campaign_Controller |
WITFA.AS_BuildFundraisingCampaign_Controller |
WITFA.AS_Dollar_Handle_Controller |
WITFA.ASDisclaimerComponent_Controller |
WITFA.ASPaymentMethodController |
WITFA.TypeaheadLookupController |
WITFA.ASEncryptDecryptData |
AS_FundraisingSettingsController |
WITFA.AS_CampaignBranding_Controller |
Update Time Zone for Guest User
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Click Edit. Set up the correct Time Zone under Locale Settings.
Activate Site
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Flow Access
Give the Salesforce Admin or other profile access to wit flows. Go to Setup > Profile > System Admin > Object Settings.
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Flow Access
Give the Salesforce Admin or other profile access to wit flows. Go to Setup > Profile > System Admin > Object Settings.
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Common Config Issues
If an error ‘To access this page, you have to log in to Fundraising’ occurs, please retrace or check the following configurations:
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Check the WIT site (e.g. Fundraising) in All Sites if the status was set to Active.
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o If not Active, click Workspaces>choose Administration> hit the button to ‘Activate’
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Check the checkout page Builder if it is already Published.
o Go to All sites>Builder>click Publish and Publish
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Make sure that the Campaign URL is correct
o Go to All Sites> Copy the URL of the WIT site (e.g. Fundraising), and Paste it on the Base URL under Campaign Page
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o Put an /s after the WIT Fundraising URL
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o click Builder on All Sites>Search page (page you created ex. Checkout page)>click the Page Actions> click Page Settings> copy the URL and Paste it next to the Base URL in Campaign.
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o Copy the Base URL and paste it on the Finish URL then add the Campaign URL
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o Click Save
Setup Campaign Donation Record Types in ProntoGiving Settings
o Copy the “Donation Page” record type ID in the Campaign object. Go to Setup > Object Manager > Campaign > Record Types > Donation Page (WITFA) namespace.
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o Go to Setup > Custom Settings > ProntoGiving Settings > Manage.
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o Edit the Custom Settings. Paste the record type id.
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Refresh the Campaign ‘Checkout Page’ and click the Campaign URL. It should now be accessible for guest user.
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Setup CSP Trusted Sites
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Go to Setup > CSP Trusted Sites. Make sure that the following trusted sites below are created.
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These are the available campaign record types.
Donation page |
Acquisition Page |
Donation Page |
Reference Campaign |
Reprocess Donation |
Tribute |
Update Contact Details Page |
Update Credit Card |
Setup Custom Metadata Types
Go to Setup > Custom Metadata Types. Find Web_Page_URL and select “Manage Records”.
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New (BDE Item WIT Fields)
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BDE Item Fields | BDE Item WIT Fields |
Alternate_Email__c | WITFA__Alternate_Email__c |
Do_Not_Contact__c | WITFA__Do_Not_Contact__c |
Email_Opt_Out__c | WITFA__Email_Opt_Out__c |
Home_Phone__c | WITFA__Home_Phone__c |
Mobile__c | WITFA__Mobile__c |
Other_Phone__c | WITFA__Other_Phone__c |
Payment_ID__c | WITFA__Payment_ID__c |
Personal_Email__c | WITFA__Personal_Email__c |
Preferred_Email__c | WITFA__Preferred_Email__c |
Preferred_Phone__c | WITFA__Preferred_Phone__c |
Receipt_Action__c | WITFA__Receipt_Action__c |
Receipt_Template__c | WITFA__Receipt_Template__c |
Receives_Newsletter__c | WITFA__Receives_Newsletter__c |
Work_Email__c | WITFA__Work_Email__c |
Work_Phone__c | WITFA__Work_Phone__c |
| WITFA__Tribute_Type__c |
| WITFA__Notification_Type__c |
| WITFA__Notification_Recipient_Name__c |
| WITFA__Notification_Recipient_Details__c |
| WITFA__Notification_Message__c |
| WITFA__In_Tribute_Of__c |
| WITFA__Anonymous_Gift__c |
| WITFA__Receives_Newsletter__c |
ProntoEngage Mapping
Go to App Launcher > Campaign Importer > Campaign – Opportunity Mappings.
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Flow Details
ASFundraisingFlow
Page Name | Flow API Name | URL Filter Parameters | Custom Classes |
Checkout Page | WITFA__Checkout_Page | AS_Campaign_Id,AS_Amount,AS_Donation_Type,AS_First_Name,AS_Last_Name, AS_Email,AS_Street,AS_City,AS_Country,AS_State,AS_Postcode,AS_Account_Name,AS_Payment_Type,AS_Tribute_Type,AS_In_Tribute_Of, AS_Comments, AS_Frequency,AS_GAU, UUID | Checkoutpage |
Multi Screen Donation Page | WITFA__AS_Multiscreen_Flow
| AS_Campaign_Id, AS_Gateway_Id,GAU,UUID,utm_source,RDOnly
|
|
Single Screen Donation Page | WITFA__AS_Single_Screen_Flow
| AS_Campaign_Id,UUID,GAU,Amount,utm_campaign,utm_content, utm_medium,utm_source,RDOnly | Single-Screen-Flow
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Update Credit Card Page | WITFA__Update_Credit_Card_Flow
| AS_Campaign_Id,UUID,AS_PaymentSourceId,AS_RecurringDonationID
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Reprocess Donation Page | WITFA__Update_Failed_Payment
| AS_Campaign_Id,UUID,AS_PaymentSourceId,AS_OpportunityId
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UpdateContactDetails
Page Name | Flow API Name | URL Filter Parameters | Custom Classes |
Update Contact Details Page | WITFA__Update_Contact_Details
| AS_Campaign_Id,UUID
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Flow (Standard Component)
Page Name | Flow | Layout | AS_CampaignId |
Build Your Own Fundraising Campaign Page | Build Fundraising Campaign | One Column | Campaign ID |
Subscribe To Newsletter Page | Subscribe to Newsletter | One Column |
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Flow Parameters
Multi Screen Donation Page
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Contact completes the necessary information and clicks the Next button. This creates a new payment source.
Update Contact Details Page
When Contact record is created/updated with Address Unknown field ticked. An email notification will sent to the email address added in the Contact.
The Contact will click the Update Your Contact Details here button on the email, which routes to the Update Contact Details page
Contact completes the necessary information and clicks the Update button
The BDE Item record is created with Pending Processing
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When successful, it will create a BDE item record
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BDE Item Record Mapping
| View file | ||
|---|---|---|
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