Web Toolkit Setting - WIT

Owned by Jhetah Mae Leornas
Last updated: Nov 03, 2023
5 min read

When you create your campaign, you need to enter the Base URL and the Finish URL (typically your organisation website home page.) Navigate to Web Toolkit to find the settings.

Navigate to Toolkit Settings

Public Forms Tab

The Public Forms tab of the Web Integration Toolkit Settings displays the components available for you to use. Posimente can turn these functions on or off for your organisation. Availability of use is dependant on the license your organisation has purchased. If you wish to enable one of the currently unavailable components, please get in touch with Posimente.

Web Toolkit Settings - Public Forms Tab

In addition to being the on/off switch for the WIT pages, the other function the public forms play is to provide the URLs, which you must insert into the Base URL field for any new WIT campaign you create. Please read below in Campaign Settings how and where to copy the URL into a campaign.

Campaign Settings

From the topic above you learned that Public Forms is the area of the system where you find the URL to copy and paste into the Base URL field of your campaign. In the screenshot below you can see that we have copied from the Toolkit and pasted into the Campaign.

Settings Tab

The Settings tab allows you to configure:

▪   Anti-Spam selection

▪   Google settings

▪   PayPal settings

▪   Minimum donation amount

▪   If cents are allowed in the donation or only whole dollar amounts

For more information about Paypal API Key for Production, please visit PayPal Help Centre Article.

Web Toolkit Settings - Settings Tab

For more information on anti-spam settings, please read Anti-Spam Settings.

Campaign Tab

You can combine the WIT with the functionality of the Fundraising Accelerator to automate processes involving supporter-related issues. These include:

  1. When the Contact has been marked as Address Unknown

  2. When the Credit Card associated with a Recurring Donation is about to expire

  3. When the Credit Card associated with an Opportunity has failed to clear

Each of these use cases has a corresponding WIT campaign which can be automatically populated with campaign member records and then triggered to send an email notification to each member asking them to address the issue. The PURL hyperlink in the notification emails will take the supporter to the corresponding Update Contact Details, Update Expired Credit Card, or Update Failed payment screens where they can resolve the issue without the intervention of your staff.

Some organisations may wish to have flexibility around using these functions. For example, you might have your own rules about when an Update Contact Details campaign member is created. Or you might have your marketing automation process for sending PURLs to supporters.

For this reason, the WIT provides you with the flexibility to turn on or off the creation of the campaign member records and the automated delivery of email notifications. Furthermore, you can replace these functions with your own customised processes or use external functions.

Web Toolkit - Campaigns Tab

Anti-Spam Setting

Background

The WIT Web Toolkit Settings provides two options for anti-spam protection for your donation pages:

  1. ASHoneyPot

  2. Google reCAPTCHA

ASHoneyPot

ASHoneyPot is a tool that catches out spambots by inserting a hidden field/s on your form. Spambots normally complete each field of your form and they don’t know which ones are actually visible to the user. When the form gets submitted, the system checks whether the hidden field has been populated (by a spambot) and marks it as spam.

To use ASHoneyPot, locate the Anti-Spam drop-down and select ASHoneyPot

Google reCAPTCHA

Google reCAPTCHA provides a way to catch spambots in action and currently there are two different versions; V2 reCAPTCHA and v3 reCAPTCHA. We recommend using v3 reCAPTCHA because it provides a better user experience and improved accessibility support compared to version 2. The tool works in the background and the only visual indicator is the logo which appears at the bottom of the page.

To use reCAPTCHA v2 or v3, select your choice from the Anti-Spam drop-down.

An input field called Google reCAPTCHA will appear. Enter your Site Key (received via email when you create your reCAPTCHA).

References :

Session Retry Limit

The session retry limit specifies the number of times processing will be reattempted for payments made via the WIT donation pages. The default value is 3.

To configure the retry limit, navigate to Session Retry Limit.

Show/Hide Contact Title and Address Fields

You can show or hide the contact title and address fields for both mobile and desktop views.

Note: This configuration is only available as tick boxes in the Multi-Screen campaign on the Web tab of the record layout:

  • Show Title and Address Fields on Desktop View

  • Show Title and Address Fields on Mobile View