Common Setups - WIT

Owned by Jhetah Mae Leornas
Oct 31, 2023
5 min read

Add New Static Resource - Steps

Step Number                                                     Task

1                                                                     Navigate To Static Resources

2                                                                     Click New

3                                                                     Enter Meaningful Name

4                                                                     Enter Meaningful Description

5                                                                     For Cache Control Drop-down Select "Public"

6                                                                     Choose File To Upload

7                                                                     Save

8                                                                     View File To Confirm Upload

9                                                                     Copy File Name To Clipboard

Static Resources Main Screen

Create New Static Resource

View File To Confirm Upload Pt. 1

View File To Confirm Upload Pt. 2

SET UP DOLLAR HANDLES

Dollar Handles display as different amounts of money a contact can initially choose from. A dollar handle includes an amount, a description, and an image. The choices are suggestions. The contact can specify any amount and continue through the donation form.

Dollar Handles are also an opportunity to present to the viewer images and descriptions. The pictures and descriptions you use can help you define your organisation and cause.

Dollar Handles also provide you, the fundraiser, with an opportunity to tell a story to your contact. The story could be about how a S25 donation will go to help one person, a S50 donation will to help a family, but a S200 donation will help the entire village.

SuggestedPrerequisites:

▪   Images of similar resolution, landscape orientation

▪   Target dollar amounts

▪   Descriptions

For the images you will need to read How To Add A Static Resource Image and follow the directions to upload images before proceeding with the use case below. Now that you have your prerequisites sorted, you can create the new dollar handles for your campaign. Start by going to the Related Tab of your campaign. Find Campaign Dollar Handles and click New

Fill In the New Dollar Handles Form

Step Number

Task

Notes And Related Topics

1

Navigate To Campaign Dollar Handles

Use your table you created for prerequisites.

2

Click New

 

3

Enter Campaign Dollar Handles Name

 

4

Enter Amount

 

5

Enter Description

 

6

Select Which Gift Types The Dollar Handles Will Appear In

Once-Off, Regular Gifts

 

7

Campaign Name Is Auto- populated In Campaign Dollar Handles Field

 

Read Only

8

Enter System Image File Name

How To Add A Static Resource Image

9

Save

 

10

Click on Unique Campaign URL And Step Through Campaign

 

11

View Dollar Handles And Test Each

 

SET UP GOOGLE ANALYTICS

You can monitor the traffic of your donation web pages using Google Analytics. You can track activities such as views on an article, a page, or an object.

Prerequisite: A Google Analytics Account

Set Up Google Analytics

Step Number

Task

See Related Topic

1

Create Your Organisation Google Analytics Account

See Reference below

2

In Salesforce, Navigate To All Sites

 

3

Click On Builder To Open

 

4

Go To Settings / Advanced

 

5

Enter Google Tracking ID

You Can Click On The Link To Launch The Google Help Page

6

Select Additional Options As Desired

 

Reference :  https://www.forcetalks.com/blog/implementation-of-google-analytics-for-

Reference: https://support.google.com/analytics/answer/1008080

Google Analytics ID

Salesforce Builder

Salesforce - Google Analytics Settings

SET UP MULTI-CURRENCY SUPPORT

Background

The WIT supports the use of multiple currencies during the donation transaction.

Note: You will require system administrator rights to perform the following changes.

Configure ProntoPayments

Add Currencies

Step Number

Task

1

Navigate To Gateways

2

Select Your Payment Gateway

3

Click Edit

4

Select Additional Currencies

5

Save

Configure Company Information

Activate Multiple Currencies

Step Number

Task

1

Navigate To Company Information

2

Click Edit

3

Find The Page Section For Currency Settings

4

Tick The Box To Enable Activate Multiple Currencies

5

Save

Configure Currency

Activate Multiple Currencies

Step Number

Task

1

Navigate To Manage Currencies

2

Enable Advanced Currency Management

3

Enable Parenthetical Currency Conversions

Create Dated Exchange Rates

Step Number

Task

1

Navigate To Manage Currencies

2

New

3

NEED ACCESS TO SF

Manage Currencies

Definition: Corporate currency is the designated trading currency of your organisation

Step Number

Task

1

Navigate To Manage Currencies

2

Click Manage Currencies

3

Add New Currency

4

Select Or Change Corporate Currency

5

Activate Currency

New Field in Opportunities

After you have updated your system, you can check to ensure the change has been successful by opening an opportunity.

CVC AND CARDHOLDER NAME PAYMENT SETTINGS

The following illustrates how you can turn the visibility of CVV and Cardholder Name on or off to match your payment gateway requirements.

Example: CVV and Cardholder Name Required

(Insert New Screenshot)

Change The Settings - De-select

(Insert New Screenshot)

Save and Refresh the donation page to see the changes.

Example: Same Campaign With Require CVC and Require Name On Card De-Selected

(Insert New Screenshot)

Caution: If you don't match the settings with the specific requirements of your payment gateway, the campaign donation process may fail.

CHECKOUT PAGE TEMPLATES

WIT offers four checkout page templates, ready to use with your campaign.

(Please visit the URL to view each template in full resolution.)

Template 1

Template 2

Template 3

Template 4