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DonorShops 2.0 User Manual

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1. P oy 17 Inserting Images into Page Content 17 Inserting Video into Page Content 18 Featured Items amp New Arrivals ccccccceccecceseceeceeeceecaeeseeceeeaueceeceeeseeseessuecaeeaeeseeeseeseesaesseeseeeaeesaees 19 Pannar Qro EE 19 gie T 21 See 21 Riet Rap cm 22 Creating Menu eme 24 ek EI uz 0 st E RTT 24 POOO c eee oe een eee E 26 Prod ct List OPS EE 26 Product Details SCI Cie venecensnmkencnarinentvesciveduseameceusinmiasunanine scee sandudsenmecassmonestineeees nde rsanneduadeauntedebeetadese 26 TaD a VSI Macpac cee tee tose se eet T en 28 SMSO ue 29 Tabs Custom SS METTRE 31 Custom Field Type Values n nnannennannennanrannnrrnrrrrrrrrnrrnrrnrrnrrnrrnrrnnrarrnrrnrenrrnrrnrrnrrnrrnnnnnene 33 Copyright DonorShops com 2015 All rights reserved SS 2 DonorShops com CMS eCommerce amp Membership Platform User Manual Mea Se FACS C e ERN RR uu 34 Ee 34 Ee el 35 regel dei k COES TIE Om ER 37 Bue LE 39 lee 41 Orders List Screen E 41 Order Details SOIC Ci me TT E M 42 d rel ETRE OC SS NI RE m m m 43 Order Processing Steps Overview cccccccsecceecce
2. To Resend Email Notifications In the order details screen there is a Renotify Customer link that causes DonorShops to resend any email notifications including standard order notification emails to the customer BS Renotify Customer Custom Fields in Email Notifications You can also include Custom Field data in your email The key to doing this is using the sequence numbers in your product custom fields shown as 1 2 and 3 in the example below Just refer to the sequence number in your email notification shortcode For example this code below would cause the value of custom field sequence number 2 to appear in your custom email notification custom field 02 In this example you would use custom field 01 to get the Participant Names Ej Page Content D Taxes DPO Integration X Delete Custom Feld Name Type Participant Names Big Text Field Y Is Required Map to DPO UDF Yes No Participant Narnes Y Options Each select option must be an its own line Copyright DonorShops com 2015 All rights reserved SS 56 DonorShops com CMS eCommerce amp Membership Platform User Manual QR Code Event Attendance DonorShops allows you to automatically generate a Check In QR code into a custom email notification for an event DonorShops does NOT require a specific mobile phone scanning application There are lots of free apps out there Try a few out and find one you like This allows your event registration staff t
3. To set this up e Create a DonorShops page that is online but where the Visibility is Hidden in website navigation for each membership level Add your content to this page Also see Special Membership Codes below if you want to have the page welcome them personally and tell them their membership level and expiry date e use the Default Page URL field that appears in the View Edit Membership Level screen and paste in the appropriate membership landing page URL for each membership level Copyright DonorShops com 2015 All rights reserved SS 81 DonorShops com CMS eCommerce amp Membership Platform User Manual Default Page Url relite shop member landing page php The logged in user can return to their membership landing page at any time by clicking on the Welcome Name link Here is a sample landing page showing Special Membership Codes to make the page personal to the logged in member This is the Silver Member Login Landing Page Welcome member value first_name member value last name We value our member value membership name Your ongoing support helps us to save more whales member value membership name receive the following promotional discounts 15 percent off on all Books 15 percent off on all Posters amp Stuff 15 percent discount on all Theatre events Your membership expires on member value membership expires on Members Only News display feed name Members Only Blog You ca
4. Members only pages categories and products for each level If the account holder logs in and they ALSO have a membership level e they can be automatically directed to a landing page that is specific to their membership level where you can do things like o displaying their membership expiry date o Offer them opportunities to renew or upgrade their membership o let them know about the discounts available to their membership level o direct them to pages and products that are not visible to the general public but ARE specific to their membership level e You can give members automatic promotional discounts DonorShops Membership Setup Overview Copyright DonorShops com 2015 All rights reserved zi 15 DonorShops com CMS eCommerce amp Membership Platform User Manual Action 1 Make sure your DonorShops login See previous section in this document features are set up 2 Check and update your membership Ensure your existing membership levels and levels in your DPO system settings for all your constituents donors are current and correct Set up promotional codes as required for each membership level in DonorShops BEEN 4 Setup Membership landing pages in Can either be a shared landing page for all DonorShops membership categories or one per category 5 Create Membership levels in These levels will normally correspond to your DPO DonorShops membership levels Remember that when you are creating matching levels in DonorSh
5. In previous versions a 1 00 purchase would suffice but DonorPerfect has increased the default minimum acceptable purchase amount to 5 00 for security reasons This provides better security for your organization against foreign hackers who try to test credit cards by running 1 00 purchases If you want the default changed back in DonorPerfect contact DonorPerfect support If the order was unsuccessful check your Advanced Settings SafeSave Username and Password These must be correct for an active SafeSave account on your DPO system You can access and update your SafeSave user password information through the DPO SafeSave payment user interface Contact your DonorPerfect support representative if you need assistance with this You can click on these links to retrieve the order information directly from DPO on the order details page within DonorShops If the Donor ID and Gift ID are showing as zero with a Resynch to DonorPerfect link this indicates that there is a problem with your DPO Login Username Password Double check your DPO login credentials by logging into your DPO user interface with the same credentials If you can t log into DPO with these credentials you will need to fix them in DPO and then update your DonorShops DPO Login information in the Advanced Settings DPO Username and or DPO Password fields See JPanel Email Notifications page for listing of the various emails The Email Notify field is in the DonorS
6. Arizona Sales Tax CA Tax amp 22356 California Sales Tax Bip pnnm Fi s w CO Tax 2 9 Colorado Sales Tax Quick Search Add Tax Regions When you click on the edit icon first column on the left you will be able to edit all the parameters for the tax View Edit Tax Description Rate State Province s DEES Hold CTRL Command on Mac key to select multiple options City s Seperate each city name using a carriage return This list is NOT case sensitive AL Tax 4 Alabama Sales Tax Alabama Alaska Arizona Arkansas California Colorado Connecticut Taxes are applied when the Billing state province for the order corresponds to a selected state province in this window AND also the product screen has a checkbox checked for this state province for this product Note the addition of the City s field This allows you to specify an additional regional municipal tax amount on top of the state provincial tax If you have created a city tax DonorShops will also look at the value they entered in the City field of the Billing Address to determine whether the City tax should ALSO be applied to the purchase In this example we already have a provincial North Dakota tax specified as a separate tax entry This Copyright DonorShops com 2015 All rights reserved BonaorShops 50 DonorShops com CMS eCommerce amp Membership Platform User Manual Fargo municipal tax is added as a new tax an
7. DonorShops 2 0 How To Create A Product DonorShops 1 0 User Manual i DonorShops 2 0 Feature Box Setup DonorShops 2 0 User Manual Thinking About a DonorShops 2 0 Upgrade DonorShops 2 0 Video Content DonorShops 2 0 SponsorShip Module Other Video Content There are videos in the DonorShops Service Request Portal http support donorshops com that will help you get started These are under the DonorShops 2 0 Video Content heading Theme Your Site Build the look of your DonorShops site using the tools in your DonorShops JPanel administrative interface Site Design Customize screen Be sure and watch the video on theme customization Perform Site Check When you have set up your DonorPerfect and SafeSave gateway credentials do the Site Check procedures contained later in this manual Copyright DonorShops com 2015 All rights reserved SS 9 DonorShops com CMS eCommerce amp Membership Platform User Manual The Interface Customer Interface The image below shows the arrangement of elements on your DonorShops 2 0 site home page YOUR LOGO Durtwte d Lele ur ers Pauw I rack Me Order Spar sls DONORSHOPS 2 0 ORGANIZE YOUR ECOMMERCE gt INTO CATEGORIES FOR THOUSANDS OF EVENTS DONATIONS MERCHANDISE ITEMS ETC P ADD THE SPONSORSHIP MODULE AND SUPPORT THOUSANDS OF INDIVIDUALS We are proud ro announce DonorShaps 2 0 Contact yout D inorerfet AC art Reg eegal now to put your logo on Donorsh
8. LX KA d be Receipts Mailings Reports Tasks Utilities Settings App Links Help Step 1 Generate Transactions Step 2 Review Transactions Step 3 Process Tr ans action S Pledges due through 57 31 2012 EH Billing Amount to Use Billing amount but not greater than pledge balance Last processing date 02 01 2012 Billing Amount o Billing amount plus past due amount Processing date 57 31 2012 CI set Selection Filter Payment type filter credit card z i Currenc y type filter cp Canad w Refresh Transactions j Clear All Eligible Pledges Found With Criteria Pledges due through 07 31 2012 Payment type Credit Card Account Total Balance Amount to Name Number ault ID EFBGUSHE Start Date SE Currency Status Total 0 Brown Paul Visa x1111 1048026650 Balance 0 o 06 15 2011 15 00 CAD Ready to Process E Monthly Copyright DonorShops com 2015 All rights reserved SS 47 DonorShops com CMS eCommerce amp Membership Platform User Manual Inventory Stock Management Applies To DonorShops PRO and UNLIMITED DonorShops allows you to enter update and report on the inventory stock level of each product item and each defined variant of each product item There is a Qty On Hand field in the Product Details screen that allows you to set the stock inventory level for a product and for each defined variant of each product The value shown in this field always reflec
9. Q O1FASCHA Jun 10 2011 10 54am None 1 Mark Warren Q 3MBE2CAA1 Jun 10 2011 11 01am None 1 Mark Warren Q 508337DE3B Jun 10 2011 01 07pm Mone 1 1 Mark Warren Copyright DonorShops com 2015 All rights reserved SS 27 DonorShops com CMS eCommerce amp Membership Platform User Manual And if you hold your mouse over any points in the graph it will give you date and sales numbers for that day Tabs General General 5 Stock amp Price ES Custom Fields B Page Content TT Taxes EJ DPO Integration Code SKU DonorShops automatically assigns a value to these that you can change if you like SKU values may contain letters and numbers but must NOT contain any spaces or special characters e g amp Underscore and dash are valid characters If you are going to change the default SKU values please keep in mind that SKU values must be UNIQUE You may not have two products with the identical SKU code because the SKU forms part of the web link address used to access the product page The name of the product that your site visitor will see and can search for Filter value or other The field under the Name field corresponds to the filter box in the category filler name such as window Author Project etc Your site may call this Filter Author Project Area like in the above example or some other name The label for this field depends on what you selected for your site in the Adva
10. They invoke pre built DonorShops functions For example the following code appears in the Splash layout div class sMenu gt lt lt ul class jc ddMenu gt list_pages lt ul gt gt lt div gt lt div class mMenu gt ul class jc ddMenu gt list_categories lt li class highlight gt lt a href products featured gt Featured lt a gt lt li gt lt li class highlight gt lt a href products new gt New Arrivals lt a gt lt li gt lt ul gt e The list_pages shortcode tells DonorShops to show the top level page menu items that appear on the homepage e The list_categories shortcode tells DonorShops to display the top level category names on the homepage e Contact theteam donorshops com to get a full list of available shortcodes Content Templates These use the phalcon Volt Template Engine Contact DonorShops for assistance before making any attempt to modify these Assistance with modification of or repairs to Content Templates is a chargeable service Copyright DonorShops com 2015 All rights reserved zi 94 DonorShops com CMS eCommerce amp Membership Platform User Manual Security Your customer s credit card information has the same high level of security and protection as all your DonorPerfect EFT information as it is processed by exactly the same SafeSave Gateway and payment processor system Your DonorShops com site is protected by Comodo Essential SSL site security which i
11. eCommerce amp Membership Platform User Manual Sequence This number controls the field display sequence It is ALSO used in Email Notifications Custom Field Notifications merge tags If for example you wanted to include the value from a custom field with sequence 2 in an email notification this field would be referenced by the merge tag code custom field O2 The field label value Type of Field See subsection below for more information on Custom Field Type values Is Required If a field is set as a required field the site visitor must complete the field before being allowed to add the item to the cart If a checkbox field is set as required the field must be checked before the site visitor can add the item to the cart You could for example use this to confirm that a site visitor has agreed to certain conditions before being allowed to proceed Map to DPO UDF If you have custom gift User Defined Fields UDFs mapped to your DonorShops site you will be able to link a custom field value to a custom gift UDF here See the section on custom gift UDFs for more information Custom Field Type Values Custom fields can now be created as Text Big Text Select Box or Check Box fields They can also be linked to DPO custom Gift UDF fields in your system Please Note e Select Box options must be placed as one entry per line as shown in the example e Select Boxes allow a single item to be selected If you need multiple selections
12. secure Content SECON ci cceccsniccncncnncietesccdencienshsetiietusncutcsmasndioncdenewesinenteelavseniewessstieanddensecseessads 80 Membership Landing e EE 81 Products that Sell On TC Me E 83 MEMDETS MID DURATION E 83 Memb rship CancelatiO e P M 83 Special Membership Codes nener nernnnennne 84 Membership Codes in System Pages 0anannnnnnnannnnnnnnnennnnnrrnrnnnnrnnrnnrnrnrrnrrnrsrnrrnrrnrnrrnrnnrnrnnrnrrnenae 86 NU CS 10 cH L 88 SUI T 88 le 88 OCS ete C 90 Custom Field Gift UDF LINKS 20 0 0 cece ccc eeceee nec eceeeceeeaeeseeseeseseseeseeeeseseseeeseesseeseesaees 91 Advanced Site Design Tools 92 EE 92 Customize your Goal Widget n nnnnnnnnrenrerrrrrrrrerrrrrrrrrrrrrrrrrrnrrnrrarrrrrrrnrrrtrenrenne nren re rrene 92 Copyright DonorShops com 2015 All rights reserved SS 4 DonorShops com CMS eCommerce amp Membership Platform User Manual EQUI D 93 ER elen 94 Content Templates ccccccecccecceceseeceeceeseeceeceeececeeeseesseeseeseeaeeseesaeessesaeeeeeseeeaeeseeseesaees 94 RS UNE M E A 95 EREM D mm 96 EE 99 SEET 101 Copyright DonorShops com 2015 All rights reserved SS 5 DonorShops com CMS e
13. 000 color fff font weight bold position absolute LODp 2px margrn lert 124px width l20 px goal wrap goal label progress outside text align left color c00 margin left 4px goal wrap loading goal label progress color 999 text shadow lpx lox 0px fff font weight normal productfields required asterix font weight bold color f 00 Layouts The default Layout sheets for DonorShops sites are e Splash This is the front page of your DonorShops site e Content Any pages you build into your site e eCommerce Pages Category lists and individual product pages Layout sheets control the appearance of header and footer information displayed on each of these pages The header controls everything down to the top of the large white background area displaying category product page information The footer element controls everything that follows this area The behavior of the white background area in the middle of the page is controlled by the DonorShops Copyright DonorShops com 2015 All rights reserved SS 93 DonorShops com CMS eCommerce amp Membership Platform User Manual engine and is not currently adjustable via Layout sheets with the exception of items specifically mentioned within the Style sheet e g the filter example shown above Shortcodes Shortcodes are active elements within layouts that are controlled by the DonorShops engine and are accessed via code values contained within square brackets
14. 2015 All rights reserved SS DonorShops com CMS eCommerce amp Membership Platform User Manual member value bill_ state member value bill zip member value bill country member value bill_ phone member value created at member value membership expires on Copyright DonorShops com 2015 All rights reserved SS 87 DonorShops com CMS eCommerce amp Membership Platform User Manual Site Design The Site Design menu section contains two menu items e Customize Use this section to set up and adjust your site Buckets front page feature blocks etc and social connection links e Advanced Do not make any changes to items this section unless you have website development expertise Contact theteam donorshops com for assistance modifying content in this section DonorShops assistance making changes or repairs to content in this section is a premium chargeable service Dashboard Content H Feeds E eCommerce Gp lt sponsorship amp Files L Site Design Customize These are items that a typical DonorShops client organization will use to set up various site variables Buckets Buckets are found under Site Design gt Customize A Bucket is a container of text or HTML code that you can reference from multiple places on your DonorShops site The benefit is that if something changes in the content you only need to update it in one place e f Buckets are disabled on your DonorShop
15. DonorShops will pick up the current membership level from DPO for the DonorShops Supporter Login account holder each time they log in When a site visitor purchases a membership level they already have i e renews their membership DonorShops will extend their membership expiry date by the Duration Days value set for the membership category When a site visitor purchases a membership level they do not currently hold e g a new membership or change in membership level the new membership level will be effective immediately and the expiry date will be set to today s date plus the Duration Days value DonorShops SHOP Membership Levels You can create DonorShops SHOP membership levels that are independent of and ignore the membership levels in DPO This is only available if your DonorShops site is NOT configured to synchronize memberships with DPO p TT Shops Copyright DonorShops com 2015 All rights reserved TT DonorShops com CMS eCommerce amp Membership Platform User Manual Membership Administration Membership Levels Use this screen to create and edit membership levels Membership Levels Add Membership 50 records per page Quick Search Sequences Code DPID gt Members gt LL 4 Basic DPO Members BASIC 1 Q 1 Bronze DPO Members BRONZE a Q 6 Elite SHOP Members a 3 Gold DPO Members GOLD 1 Q 93 non members NM LL 5 Platimum DPO Members PLAT d LL 2 Silver DFO Members SILVER d Showing 1 to of
16. Gather Information and Images Organizational Logo DonorPerfect Online Username amp Password SafeSave Gateway Username amp Password Copyright DonorShops com 2015 All rights reserved You will need a copy of your organizational logo in JPG JPEG Al Adobe Illustrator or PNG with transparency format for your DonorShops site The preferred size for DonorShops 2 0 logo is 270 x 106 This logo is uploaded via the DonorShops JPanel administrative interface Site Design Customize screen Your DonorShops site connects to your DPO system with a DPO User ID and password that is entered in the JPanel administrative interface in JPanel gt Administration gt Advanced gt DonorPerfect Integration gt DonorPerfect Integration DPO Username This must exist in DPO before setting the value here Values are case sEnSiTiVe DPO Password This must exist in DPO before setting the value here Values are case sEnSiTiVe Your DonorShops site also uses a SafeSave username and password to process financial transactions You can use your existing SafeSave account username and password and do not need to create a separate one for DonorShops PLEASE NOTE If you are a new DonorPerfect Online client we recommend you take the time now to make sure your SafeSave gateway and payment processor accounts have been submitted to DonorPerfect as these can take several weeks to process You will need these in place in order to process
17. Item Descriptions and Blogging When we designed DonorShops our philosophy was to be the polar opposite to a virtual cash register We wanted to create a tool that would allow you to engage your supporters in your mission your values and your activities When you are building your product descriptions you have the opportunity to do exactly this by e Giving your DonorShops site visitors details about the work you are doing e Show them pictures and video from the location s where you are working e Have your staff talk about the people you are helping e Show them the field where you are going to build the well e Tell them when the truck is leaving with supplies you get the idea In the past people would support organizations because they believed in the overall values and work of your organization This is true less and less People these days want specifics they will rally to a cause that is going on right now Give them updates on your progress The DonorShops blogging feature is a great way to give them day by day updates Images On the front page of your DonorShops site you will have one or more banner images Your banner images can be used to promote your organization but can ALSO be used to promote your product donation event items Each banner image can be linked to a Page Blog or Product item in your DonorShops site Also you can have as many banner images as you like so make full use of this capability to advertise you
18. JPanel Refer to DPO Online help for information on how to setup custom Gift UDFs amp DonorShops Specific Purchase Type Hosted Event D Department Code Promotions Participant Names Jim Sue Carol Regular Meals 2 Vegetarian Meals l You can now link Custom Fields to these custom Gift UDFs Custom Fields Type Label Required Map to UDF Options 1 Text l Number of Standard Meals Not Required 3 Regular Meals Qty B 2 Text E Number of vegetarian Meals Not Required Vegetarian Meals Qty H 3 Big Text Hd Attendee Names Not Required sl Participant Names Close to head table 4 Select Box H Seating Preference Not Required zl None lIClose to door Close to food Close to band Add Input Field e Possible Applications e Meal Preference fields in your DPO system that record the number of people in your party who want regular meals vegetarian meals etc e A Where did you hear about us custom field that is linked back to DPO so you can run a report to retrieve these directly from DPO e A Give In Honor Of field on a DonorShops product that links back to a custom Gift UDF field in your DPO system so you can have non managed tributes in your DPO system search on tributes in this support site to learn more about the difference between managed and non managed tribute items e A select list of people s names that link back to a custom Gift UDF field in your DPO sys
19. Riding Hood D43C 38A Donation With Amount Choices Atlantic SF 44D2 CDA DE EZ e BE ee DEE om mm wl m no ppm em zm wl vm Hold CTRL Command on Mac Key to select mulfipie options Use this screen to e Set the promo code in the Code field e Add a description e Specify the discount amount e Specify Valid from and to dates Promo codes will not be available before or after the specified date range e Select categories to which the code will apply you can select multiple categories using he CTRL key e Select products to which the code will apply you can select multiple categories using he CTRL key e Save changes or delete promo codes Copyright DonorShops com 2015 All rights reserved DonorShops 38 DonorShops com CMS eCommerce amp Membership Platform User Manual Checkout This screen shows the purchaser the items they have purchased prices taxes shipping and total order price They also use this screen to enter their Billing Information enter comments if desired as well as their Payment Information When they click the button to complete their purchase the DonorShops com ecommerce platform will communicate with DonorPerfect Online and either add the purchase to an existing DPO donor if the information they filled in matches the name address and postal zip code of an existing donor OR create a new donor in DPO and add this gift to the new donor If the purchaser put slightly different i
20. blank but can be set on a per product basis to Y If this value is set to Y for a product then when the product is ordered the DPO NOCALC gift field will be set to Y for the gift This field causes the gift to be excluded from DPO calculations Contact DonorPerfect support for more specific information on the effect of setting the DPO NOCALC field to Y on DPO gift calculations Copyright DonorShops com 2015 All rights reserved SS 98 Copyright DonorShops com 2015 All rights reserved Site Check DonorShops com CMS eCommerce amp Membership Platform User Manual This test will check and confirm your site settings connections and email notifications are set up properly Place a 5 00 or higher order via your DonorShops site Confirm that the order appears in your DonorShops JPanel Orders list Open the order and note the DonorPerfect Donor ID and Gift ID s Confirm that you received the Order Received To Customer email If you had entered email address es in the Email Notify field for the product you purchased you should have also received a BCC of the customer email at this address or these addresses If you specified an Order Received To Admin email address you should have also received an order notification email at that address You will need to use a legitimate name address and credit card for this Your order should include an email address that you can access
21. eCommerce platform screens can be modified from the standard layout These functions require web site coding proficiency and are accessed through the Site Design menu items If you are not an experienced web developer do NOT make any changes to Site Design parameters Repairs to Layouts Templates Buckets Style Sheets or Java Script are a chargeable site design services IMPORTANT Before you make any modifications to the Style Sheet or any of the layouts copy the contents of the style sheet and each layout and save these in a file on your computer SO you can go back to the originals if necessary Style Sheet The style sheet should only be modified by web developers who have a clear understanding of CSS style sheets Tip To remove the search filter from the category list pages modify the line in the style sheet that begins with C filter Add the style attribute display none NOTE DonorShops cannot be responsible for repair or maintenance of style sheets that have been modified by the client Any work to repair or restore style sheets that have been modified by the client organization or their representatives will be performed at the current DonorShops Creative Services rate Customize your Goal Widget If you are a web developer and want to modify the look of the goal oriented widget for your DonorShops client pasted these lines into the bottom of the DonorShops style sheet after saving a copy of the Copyright Donor
22. fields in Email Notification B7BDDD5 n May 09 2014 2 1 Q Donation 443DE5D 0 May 23 2013 16 EJ 1 O FREE Brochures Ten Brochures 264 7E5 COPY n Jan 03 2013 d O FREE Kittens Pke of Ten Kittens 1264 7E5A4 Jan 03 2013 D Q FREE Kittens Fifteen Kittens 125AT1E5 Jan 03 2013 D O FREE Brochures Twenty Brochures 1264 17E5 COPY 5 Apr 17 2013 3 O FREE Kittens Pkg af Five Kittens 125ATE5 12 Apr 17 2013 3 E Q Whale Stickers 75DD755 500 Dec 31 2014 A 408 Administration e Check inventory levels using the Product Stock Levels report e Perform manual stock adjustments within the product Stock amp Price variant by adjusting the Quantity Left field e Ifa site visitor encounters an indication that the item is OUT OF STOCK it indicates that the product Out Of Stock field has been set to Stop accepting orders when out of stock and the remaining quantity is less than or equal to the Restock At level specified in the product Stock amp Price variant Copyright DonorShops com 2015 All rights reserved SS 49 DonorShops com CMS eCommerce amp Membership Platform User Manual Tax Definition Taxes are defined through the Tax Rules menu item When you click on this you will see a list of taxes that have already been defined for your system and also a button to add new taxes Tax Rules sp F records per page Code Description AB Alberta Sales Tax AL Tax 455 Alabama Sales Tax 5 6
23. financial transactions on your DonorShops site The SafeSave username and password are entered in JPanel gt Administration gt Advanced gt eComm Payment Integration gt BonaorShops DonorShops com CMS eCommerce amp Membership Platform User Manual Front page banner images Product images DPO GL Codes Solicitation Codes Sub Solicitation Codes Campaign Codes Copyright DonorShops com 2015 All rights reserved eComm Payment Integration SafeSave Username This must exist in DPO before setting the value here Values are case sEnSiTiVe SafeSave Password This must exist in DPO before setting the value here Values are case sEnSiTiVe Payment Methods Master Card Visa American Express Discover Use CTRL or CMD to select multi ple values We strongly recommend you save your images with 70 percent quality The image quality setting in image processing software refers to the amount of compression applied to an image not the dpi The image quality will appear to be the same as an uncompressed image but the images will load much faster up to 20 times faster so your DonorShops site will load much more quickly for your visitors You can have as many as you like the system will switch between them in the order you specify Previous version of DonorShops All banner images must be 950 x 400 px JPG image files DonorShops 2 0 The ideal size for images is 1170 x 430 px but you now have flexi
24. in the main menu Home Page Banners DonorShops Web http devweb donorshops com DonorShops Web 2 hitp devweb donorshops com Copyright DonorShops com 2015 All rights reserved SS 19 DonorShops com CMS eCommerce amp Membership Platform User Manual When you edit an existing banner or add a new one you will see these options View Edit Post Feed Home Page Banners v Date SS 2013 01 18 End Expiry Date ES 0001 11 30 Headline DonorShops Web Summary Sequence 1 File Currently DS WEB Banner Images 003 jpg Upload Choose File No file chosen Link http devweb donorshops com This is the link that the user wall go when when they click on the image Tags Example Conference or Conference Retreat Speaking Status Online a Notes e Date and End Expiry Date fields You can use these to set a Date when the banner image will automatically appear on your site If you like you can also set an End Expiry date when it will automatically be hidden e Headline amp Summary These fields are for your reference and are not displayed on the site e Sequence The number here controls the order of appearance when you have multiple banner images e File Upload your image here e Link If you want to link to something when they click here Status Online to appear in the set of banners on the web page Offline to disable this banner image For banner images with Date and End Expiry Date field valu
25. just create additional select box fields e g Person 1 Meal Choice Person 2 Meal Choice etc e Ifa Check Box is set as Required the customer will not be allowed to check out the item unless they have checked the checkbox This can be really useful for situations where you need the purchaser to agree to terms before accepting the purchase e As always avoid setting custom fields as Required unless you really need the field completed DonorShops will not allow them to purchase the item without completing all fields that are set as Required e Big Text is a memo type field for multi line input by the site visitor Copyright DonorShops com 2015 All rights reserved SS 33 DonorShops com CMS eCommerce amp Membership Platform User Manual Tabs Page Content General Stock amp Price Custom Fields B Z Uu Paragraph FontFamly Font Sizes 2 22 3 DPO Integration ee H IW PH c Position your mouse over any of the editing icons shown above to view text explaining the function of the icon Tabs Taxes General Stock amp Price ES Custom Fields B Page Content E DPO Integration Taxes s HST Ontario Canada DI cS 6 Arkansas Sales Tax 6 Connecticut Sales Tax 4 Hawaii Sales Tax T Indiana Sales Tax 6 Kentucky Sales Tax 6 Maryland Sales Tax 6 673 Minnesota Sales Tax 5 5 Nebraska Sales Tax 555 Mew Mexico Sales Tax 3 North Dakota Sales Tax 6 Pennsylvania Sales
26. new donor in DonorPerfect e DonorShops then communicates with DonorPerfect to have the gift s added to the new or existing donor e DonorShops uses the DonorShops Product DPO Integration fields to determine what gift s are created e Gift amount s will include the price of the donation or purchase but do not include shipping or tax amounts o Shipping amounts can be viewed in DonorShops in the Order Details window and are also included in a column of the Export Selected CSV order export output o Tax amounts can be viewed in DonorShops Order Details and tax totals are displayed in the DonorShops Tax Reconciliation report p Tt Shops Copyright DonorShops com 2015 All rights reserved 43 DonorShops com CMS eCommerce amp Membership Platform User Manual When you open edit the order from the orders list you will see the order details including the DonorShops com confirmation number Code column You will also see the Donor ID to whom the order was applied and the Gift ID number s that have been created DonorPerfect Integration Donor ID 2135 Gift ID s 12016 8912017 e The purchaser will receive the Order Received To Customer email e lf a Custom Email has been set up for one or more products in the order the purchaser will also receive the corresponding Custom Email notification s Donor and Gift Creation in DPO A separate DPO Gift ID will be created for each unique combination of the DonorP
27. order to view the order details you will be able to see whatever name address email information they did fill in as well as the items they placed in their cart see image next page Copyright DonorShops com 2015 All rights reserved zi 66 DonorShops com CMS eCommerce amp Membership Platform User Manual DonorShops Account Login Applies To DonorShops PRO and DonorShops UNLIMITED The DonorShops Account Login feature allows your site visitors to register for an account on your DonorShops system either when they are making a purchase or via a self registration form DonorShops Accounts Login For existing account holders Register To create a new Account Optiontocreate an account also available in checkout screen Sign Up Today Limes te Ek My Profile i ba A au i a d z E a 4 My History Das tires bowie nEmA Ben Fe Leas All History Dag bas ge homi danas NOTES Welcome Mark 1 This front end login is NOT used to log into the JPanel Administrative Interface My Profile 2 The visibility of the option to create an account in the checkout screen is controlled in u Advanced Settings Show Create an Account option My History Logout 3 You can control whether you want to include the DPO giving history in the My History report 4 When the user is logged in they go to My Profile to add shipping field information if desired When the user is logged in and adds item s to the cart th
28. see the Login link A common usage example is keeping the Login page Offline while you are setting up your membership and then switching it Online when you are ready for site visitors to log into your site This page includes the display login form code This page also includes a link to the Forgot Your Password page NOTE Passwords are case sensitive For example if they entered jOhN as their password john will not work Register The Register page allows site visitors to create their own DonorShops Login without making a purchase or donation When your site visitor registers for an account using the Register screen e A system wide setting in DonorShops controls whether DonorShops checks for or creates a new donor in your DPO system when people register for an account via the Register form e The default for this option is to check and create if required e f you would like this setting changed for your DonorShops site please contact theteam donorshops com When a site visitor registers for an account using the Register screen they gain the ability to log into your DonorShops site to view and update their My Profile information and to view their giving history using the My History screen It also means that when they login and make purchases DonorShops will automatically retrieve the billing and shipping information stored in My Profile Please note that they must always enter their credit card information for any new pur
29. Commerce amp Membership Platform User Manual Introduction About DonorShops com The DonorShops com eCommerce platform provides complete integration with SofterWare DonorPerfect Online DPO using the DonorPerfect Application Programming Interface API For a list of which features are included in each version of DonorShops LITE PRO UNLIMITED please see http donorshops com pricing php Audience This User Manual supports version V LIVE 14 06 16 of the DonorShops com eCommerce platform and explains how to use the various features provided in this application It has been written primarily for the users of the JPanel administration interface A Note to the Reader DonorShops com is founded on the principles of excellence and integrity This manual is being updated to make it even more useful to you We would be happy to receive any comments and or suggestions you might have e Please submit comments questions and suggestions via the DonorShops Service Request Portal at http support donorshops com Summary of changes in this version This major update introduces e The new DonorShops responsive administrative JPanel interface e Provides documentation on the DonorShops Responsive Layout system including new section titted Theme Setup Options for customer theme setup modification Copyright DonorShops com 2015 All rights reserved SS 6 DonorShops com CMS eCommerce amp Membership Platform User Manual Quick Start
30. DonorShops Procedures amp Guidelines DonorShops 2 0 User Manua YOUR LOGO So DONORSHOPS 2 0 ORGANIZE YOUR ECOMMERCE gt INTO CATEGORIES FOR THOUSANDS OF EVENTS DONATIONS MERCHANDISE ITEMS ETC leegen o ae P ADD THE SPONSORSHIP MODULE AND SUPPORT THOUSANDS OF INDIVIDUALS E We are proud to announce DonorShops 2 0 Contact your DonorPerfect Account Representative now to put your logo on a DonorShops site Version 1 3 Issue 20 08 15 DonorShops com CMS eCommerce amp Membership Platform User Manual Contents NUOGUCIO E 6 POUT DOM Ol MOO S C ON EE 6 folge MUT Um 6 A Note TO TIS IR SAG EE 6 summary of changes in this version 6 Ar e REND T 7 Gather Information and Images nnnnnnnennennnrnerrrrrnrrnrrnrrrrrnrrnrrnrtrrtnrtnrtnrrnnrnrrnnrnnrnnrn nrn nre nre nre rrenen nen 7 SS lt PE T EAE N EE E acto aoa E E E T A E E E A 9 TOME de 9 PETO Oe CGI T TOR 9 The Merna EE 10 Customer TREOI le 10 Administrative INS aCe REED 11 VAS OO AN BE 12 PVG NOM RR T 13 MEET 14 Advanced Theme Customization cccccccccsccececeeceeeececeeceeesueceecseeseeeseeseesaeeseeseeeeeseeeaesseeeseeseesees 16 vsu OIC AUN TDS RENE AE E A ET E N AEE T A EE T 17 Item Descriptions and Bloggomg 17 Jare RT C
31. LD SHARED Hd al Reciprocal Relationship 7n Save K Code Description BASIC Basic Membership BRONZE Bronze Member GOLD Gold Member Non Member Platinum Member SILVER Silver Member To link a Donorshops membership category to the corresponding DPO membership category use the DPO CODE value Secure Content Section This is where you control any pages category items and or product items that will be available to this membership level Items you specify here will no longer be visible to the general public Copyright DonorShops com 2015 All rights reserved SS 80 DonorShops com CMS eCommerce amp Membership Platform User Manual Secure Content Pages MR Test Categories Products ory Essh Scher r T EI L mm EmBIBSLI BIBImEI Fer Membership Landing Pages When you set up your membership levels you can specify a landing page for each membership level When the user logs in they will be taken to this landing page where you can tell them how much you appreciate their support and tell them about what you are doing right now as an organization because of the help they are providing and also tell them about any special discounts they can receive This page is also where you can put in links to members only products that don t appear in any product categories yet so they could for example register for an event before the general public sees the event registration item
32. MITED System Emails Name Status O Account Password Reset Online Q Account Updated Dnline Q Account Welcome Online O Order Received To Admin Online CO Q Order eDownload Links Online When the customer completes their order and the payment processor confirms validity of credit card data the purchaser will receive one or more email confirming their order and the amount They will always receive the Order Received To Customer email but they may also receive an additional Custom Email Notification if you have configured one Please see the Email Notifications section for more information You can have your DonorShops system send you a BCC of the customer order to one or more preset email addresses by entering the desired email addresses in the BCC field for the desired email notification Boc obqgporganization org susan organization og x E S d Be A Must be a comma seperated st DonorShops also provides an Email Notify field so you can append additional email addresses on a per product basis This allows you to have a particular person or persons who are managing a particular product and to send a copy of the order confirmation email as well when an order for the product is received Email Notify mwarrengidonorperfe ct com An enalinotiteation wl be sent to ese adresses anphine Me pooducr i punehased Mulip e adoresses must De seperated wh a comma This feature allows you to modify the content and BCC a
33. S 54 DonorShops com CMS eCommerce amp Membership Platform User Manual Event Registration eTicket Saving Whales Conference Registration Name Maya Angeloux 3240 Billing Ave Winston Salem NC Number of tickets purchased 1 Registration Type Monday Only Ticket ID number COF749587A Event Date May 10 2013 Event Time 06 00 p m Event Location 123 Main St Fargo ND Dress Smart Casual PLEASE PRINT THIS e TICKET AND PRESENT IT AT THE DOOR ON YOUR ARRIVAL This is the Product Detail window for this Email Notification Um A E Si Ei F L HTL Paragraph i f oe Event Registration eTicket product_name name bill first name bill last name bil address 01 bill city bill state Number of tickets purchased qu anti ty Registration Type va ri ant name Ticket ID order number Event Date May 10 2013 Event Time 06 00 p m Event Location 123 Main St Fargo ND Dress Smart Casual PLEASE PRINT THIS eTICKET AND PRESENT IT AT THE DOOR ON YOUR ARRIVAL Path p s strong Click bo access the merge tag cheat sheet Copyright DonorShops com 2015 All rights reserved SS 55 DonorShops com CMS eCommerce amp Membership Platform User Manual Tips amp Tricks Notice that this email also includes a QR Code barcode that can be automatically generated by DonorShops You can include a simple event checkin QR code with the checkin_qr tag
34. Shops com 2015 All rights reserved SS 92 DonorShops com CMS eCommerce amp Membership Platform User Manual unmodified style sheet and then modify as required ZZ goal goal wrap border 0px width 550px height 45px display block Margin Z0px auto position relative goal wrap goal bar 1 positaon absolute top Upx Lert 50px width 450px height 20px display block box shadow lpx lpx 3px 333 webkit box shadow lpx lpx 3px 333 moz box shadow lpx lpx 3px 333 goal wrap goal bar bg 1 position relative toprO0pa hesght 20px left 0px width 100 background a8a8a8 url code donorshops com bg highlight png repeat x center center display block sG0al wrap goal bar progress i position reldtive topr 20px height 20px left 0px width 0 background 035203 url code donorshops com bg shadow png repeat x center center display block goal wrap Goal label posationiabsolute topsz ips left 50pz margin left 20px text align center font size l0px color 666 jJ goal wrap goal label goal label 0 1 Lert s0px J goal wrap goal label goal label 20 A Lteft l40px goal wrap goal label goal label 40 left 230px goal wrap goal label goal label 60 left 520px goal wrap goal label goal label 850 left 4lO0px goal wrap goal label goal label 100 left 500px color 000 font weight bold goal wrap goal label progress text alrgn irighnt text shadow lpx lpx Opx
35. Tax 4 South Dakota Sales Tax 4 7 Utah Sales Tax A 6 West Virginia Sales Tax g 6 District of Columbia Sales Tax Quebec and GST Sales Tax 14 5 4 Alabama Sales Tax 6 25 Califomia Sales Tax 6 Florida Sales Tax A 6 Idaho Sales Tax 6 lowa Sales Tax 4 Louisiana Sales Tax 6 25 Massachusetts Sales Tax A T Mississippi Sales Tax 6 65 Nevada Sales Tax 4 New York Sales Tax 5 5 Ohio Sales Tax T Rhode Island Sales Tax T Tennessee Sales Tax 65 Vermont Sales Tax 5 Wisconsin Sales Tax 4 Wyoming Sales Tax Municipal Tax for Farge HD Select any taxes that will apply to the purchase of this item 3 6 Arizona Sales Tax A 2 9 Colorado Sales Tax 4 Georgia Sales Tax 6 25 Illinois Sales Tax 3 3 Kansas Sales Tax 5 Maine Sales Tax 6 Michigan Sales Tax sg 4 225 Missouri Sales Tax 7 Mew Jersey Sales Tax 3 79 North Carolina Sales Tax sg 4555 Oklahoma Sales Tax 6 South Carolina Sales Tax 6 25 Texas Sales Tax 5 Vinginia Sales Tax sg 6 5 Washington Sales Tax UK Value Added Tax To modify any of the listed taxes see the Tax Definition section of this User Guide Taxes are charged based on the billing address of the purchaser Donershops Copyright DonorShops com 2015 All rights reserved 34 DonorShops com CMS eCommerce amp Membership Platform User Manual Categories Although the DonorShops com eCommerce platform does not limit the number of
36. a page product or category as members only for one membership category you would need to select the same checkbox for any other membership categories who should be able to see this page product or category A marked product page category item will only be visible searchable to the membership category or categories that have a Secure Content checkbox selected Use this screen to enter the membership level name connect it to a promotional code discount level that will be automatically applied whenever the logged in member makes purchases specify a landing page for this membership level specify the duration of the membership Assign a specific PROMO code level for this membership level Discounts associated with this promotional code level will automatically be applied to any purchases made by a logged in member with this membership level without having to enter any Promo Code value in the cart link this membership level to a membership level that exists in your DPO system by inserting one of the CODE values from your DPO Settings Code Maintenance Membership Levels Donor Screen into the DonorPerfect Level field in your DonorShops View Edit Membership Level screen Copyright DonorShops com 2015 All rights reserved SS 79 DonorShops com CMS eCommerce amp Membership Platform User Manual Show only Membership Type Donor Screen Go At Export to Excel Hide Inactive Codes Share code with NO FIE
37. amp Price variations and Custom Fields Duplicate This Product Please Note The product duplication function does not currently duplicate the Options for select box fields You will need to create these manually When you duplicate a product you will also want to change the product name and check all other fields to make sure that the new product has all the desired values Tabs Stock amp Price General amp Stock amp Price ES Custom Fields E Page Content Tl Taxes EJ DFO Integration Applies to DonorShops PRO and DonorShops UNLIMITED DonorShops allows you to specify multiple Variants for your products and each Variant can have a different price You can also track Inventory Stock levels for each product and each variant of each product Please Note You must set the Is Default Variant option to Yes for one Stock amp Price variant so that DonorShops will show the price of the variant in the product category list display page s If you are a DonorShops Unlimited customer you will also see a Membership field in each product variant If this product is NOT selling a membership level leave this field set to none Copyright DonorShops com 2015 All rights reserved SS 29 DonorShops com CMS eCommerce amp Membership Platform User Manual for each variant Here are some examples e Event seating in Section A Section B Section C where the seats in each section have different prices e Golf shirts in different
38. ating request Near the band 2 Check Ins Check In Now Note that the display automatically shows any Custom Field values in this case the participant names the number of vegetarian meals requested and where they wanted to sit Here the user has scrolled down a little on the page to see when the 2 Check Ins occurred Saving Whales Conference Registration Monday Only Order 79D6 EF6EA47 Ship To Paul Brown Bill To Paul Brown Participant Names Paul amp Rachael Number of vegetarian meals 0 Seating request Near the band 2 Check Ins Check In Now Check In 1 6 mins ago by Typical User Check In 2 6 mins ago by Typical User So if somebody else comes in with a bogus BCC of the event registration email when they get to the door it will show that there were already 2 check ins for this ticket six minutes ago DonerShops 59 Copyright DonorShops com 2015 All rights reserved DonorShops com CMS eCommerce amp Membership Platform User Manual Custom Email Notification A Custom Email Notification showing the checkin_qr merge tag that actually generates the QR code within the email Email Body B WU 3S Headingi FontFamiy FontSizes I iZ 66 d H Bd M c E T This is your product_name checkin_qr This ticket admits quantity people Order order number total amount bill first name bill last name bill address 01 bill city bi
39. ation Level Expires on Donor ID Membership Sync Status None T 16 Use Global Setting Always Sync wi Copyright DonorShops com 2015 All rights reserved SS DonorShops com CMS eCommerce amp Membership Platform User Manual Cart Create an Account When the site visitor makes a purchase on a system that has membership running they will see a Create an Account panel in their checkout cart under the credit card fields Create an Account Choose a password to view your purchase history and update your profile Password Password Again wv Complete Purchase Your credit card or account will be charged When your site visitor makes a purchase and enters a Create an Account password an account registration email will be sent to the site visitor allowing them to log into your DonorShops site The Create an Account registration checks your DPO system to find out if the person already exists in your DPO database and creates a new DPO constituent if required The Donor ID of the constituent is recorded in the DonorShops account You can also set up your system to send you a BCC of this email so that you receive notification of account registrations by entering the desired email address in the BCC field of the Account Welcome Email Notification DonorPerfect Donor ID Changes If you change the DonorPerfect Online DPO Donor ID number of a donor who has an account in your DonorShops site you must change the correspondin
40. ative to allow you to accept payments via American Express Do not add American Express in this field unless you have actually done that otherwise your site visitors will get their AMEX cards rejected DPO Username DPO WARNING The DPO username and password values must be Password correct for DonorShops to communicate with your DPO system If you have changed the password for the DPO account that DonorShops is using to communicate with DPO this is where you update the password We recommend using a username and password that is secure Example User r4k56imgbaab003ajf8mn34k5h Pwd 4mjlo689dnk4l6j6jmijt4llen45itmr4 hot these actual values but something nobody is going to guess at Currency Enter the currency code value corresponding to your default currency E g USD CAD Sync Memberships If your DonorShops site is set up for membership functionality DonorShops UNLIMITED then this should be set to YES to allow Copyright DonorShops com 2015 All rights reserved SS 97 DonorShops com CMS eCommerce amp Membership Platform User Manual DonorShops to retrieve the logged in account holders current membership level Allow Account Users to Set this field to yes if you want your supporters My Profile updates to Update DPO Profile change their donor information in DPO Use NOCALC Field If set to Yes the JPanel product detail screens will show an additional NoCalc field which defaults to N or
41. bership level as defined in your DonorShops gt eCommerce gt Membership See the Membership section in this document for more information Show File Download Reveals additional file download options to be used if this product includes Options the sale of downloadable content File for Download This field allows you to select a file from the Download Library File Expires After This field defines the amount of time that the link in the Order eDownload Links system email will remain valid Tabs Custom Fields General S Stock amp Price ES Custom Fields B Page Content TT Taxes E DFO Integration Applies to DonorShops PRO and DonorShops UNLIMITED Custom Fields allow you to have the purchaser fill in additional information you want to capture when they make a purchase These fields can be either optional or required Here are some examples e Student names e Parental contact information e How did you hear about us e Special message to the recipient of a gift purchase e Tribute names Unmanaged p TT Shops Copyright DonorShops com 2015 All rights reserved 31 DonorShops com CMS eCommerce amp Membership Platform User Manual e Allergies or special meal requirements Custom Field labels and values are stored with the DonorShops orders and can be viewed in the Order screen as well as in the Track My Order screen viewed by the customer Copyright DonorShops com 2015 All rights reserved SS 32 DonorShops com CMS
42. ble resizing images so it is the ratio of height to width that is more significant to avoid having some images appear stretched or compressed You can still use all existing 950 x 400 images if you like they will all show nicely You will want an image representing each product that will appear on your site The size is flexible but if you make the image files too small they will tend to pixelate and not look great You can use 400 x 600 as a rough guideline for your JPG product images but you have a lot of flexibility here as the system will resize the images automatically Before your site is activated you may want to think about how you are going to use these DPO fields to help you track DonorShops orders BonarShops DonorShops com CMS eCommerce amp Membership Platform User Manual Resources The primary support resources for DonorShops are e The DonorShops User Manual e Our Service Request Portal at http support donorshops com You can access the Service Request Portal either directly via the above link or through your DonorShops JPanel interface by clicking the HELP menu item DonorShops Gerevice Reguestr Porra C E Online Articles Video Title General Inquiry DonorShops 2 0 Overview Welcome to DonorShops 2 0 DonorShops 2 0 Theme Customization Support Requests P iiia DonorShops 2 0 Menu Item Creation Premium Services DonorShops 2 0 JPanel Administrative Interface Overview DonorShops Voice
43. categories you have in your system you should not normally have more than seven or eight top level categories otherwise the category names may appear over your logo DonorShops Pro and Unlimited also allow you to have one level of nested category headers For example you could have a Merchandise category with subcategories under this for Books Clothing and DVDs Product Categories E Members Exclusive E Feed the Whales E Membership Il Swag E Other Sponsorship Il Sponsor a Volunteer E Child Sponsorship Nicaragua E Child Sponsorship Bolivia E Child Sponsorship H Meal Programs E Registration E Category for Cynthia The main Categories screen lists all the available categories and allows you to add new categories or edit delete existing categories D Use the edit icon on the categories list page to access details for the desired item Copyright DonorShops com 2015 All rights reserved SS 35 DonorShops com CMS eCommerce amp Membership Platform User Manual View Edit Product Category x Delete Sequence d Name Swag Description B WY Paragraph FontFamiy FontSies f m 466 HH J BR gt Parent Category Feed the Whales T Url http demo donorshops com products swag php This value cannot contain any special characters Use the Sequence field to control the order in which the categories display on your DonorShops com eCommerce platform site If you do not specify a sequence number it will defau
44. cation would be to use one or more of these in membership landing pages My SavingWhales Profile Membership Codes My current membership level Basic DPO Member My current membership exXwiregon 2014 10 14 00 00 00 If you have any questions or conc amp about your Profile information or your membership status please don t hesitate to contact SavingWhe Member Services at Text and images 1 xxx nnx xxxx entered by your organization Use this Membership Profile Form to view and update your personal information in the SavingWhales database General Billing Shipping First Name Maya Country United States Same as Billing United States Last Name Angelou Address 3240 Valley Road Country Address 3240 Valley Road Email maya angelou com assw ord Province NC City Winston Salem Postal Code 2810625 Province NC Phone 205 555 1212 Postal Code 2810625 Phone 205 555 1212 display profile form code Update Profile Here are some examples you could past into your member landing pages Note The codes are the parts you see in Square brackets The rest is just explanation User Related Welcome member valuez first name member value last_name Your email member valuez email Your membership expires on member value membership expires on Available Codes member value first name member value last_name member value membership name The name of the members
45. chases Copyright DonorShops com 2015 All rights reserved zi 68 DonorShops com CMS eCommerce amp Membership Platform User Manual amp General 41 Billing Address Select a Country Password D D The visibility of the Register link is controlled by a system Register page e Use the Status Online Offline drop down menu item for this page to control whether site visitors see the Register link A common usage example is keeping the Register page Offline while you are setting up your membership and then switching it Online when you are ready for site visitors to create DonorShops Login accounts on your site This page includes the signup form code NOTE Passwords are case sensitive For example if they entered jOhN as their password john will not work General 2 Billing Address Select a Country Y il Password D I w Register Copyright DonorShops com 2015 All rights reserved SS 69 DonorShops com CMS eCommerce amp Membership Platform User Manual My Profile The My Profile member page allows the logged in member to review and update their personal information My Profile Use the form below to update your profile Click the Update Profile button at the bottom to save your changes amp General Billing Address Shipping Address Mark Canada T f Copy from Billing Sandstone 37 Elmsley St Select a Country Y ES mwarren donorperfect com Password London uias
46. d we have specified municipalities affected and also a common mis spelling as well in the City s box above You can list multiple items to account for e Different possible spellings of the municipality name e Different local municipalities that all fall under the regional municipal tax This municipal tax will be added when the person specified a shipping address within North Dakota with a city name specified as one of the entries listed in the City s field below Name Description Rate State Province s Lus Only CA Only Notes Fargo Muni Additional Municipal tax LIT HLI Oklahoma Oregon Pennsylvania Puerto Rico Rhode Island South Carolina orm South Dakota m west fargo anderson park brunsdale nose creek Seperate each city name using a carriage return This list is NOT case sensitive If your site is using the Tiered Shipping Method tax amounts are calculated based on product prices not on shipping charges If your site is using the Courier Based Shipping Method available in DonorShops PRO and DonorShops Unlimited then the default is to not apply taxes to shipping charges BUT you can send a request to theteam donorshops com to have this option changed to Apply taxes to shipping charges Copyright DonorShops com 2015 All rights reserved SS 51 DonorShops com CMS eCommerce amp Membership Platform User Manual Email Notifications Feature Applies To DonorShops LITE PRO UNLI
47. ddresses of the emails that DonorShops sends to your customers List of Email Notifications Account Password Reset Sent when an account holder resets their password Account Updated Sent when the account holder makes any changes to their My Profile information Copyright DonorShops com 2015 All rights reserved zi 52 DonorShops com CMS eCommerce amp Membership Platform User Manual Account Welcome Sent when person uses Register to create an account Order Received To Customer This is the standard order confirmation email If you enter one or more BCC email addresses for this email those email addresses will receive copies of every DonorShops order If you want BCC email address for certain products enter the desired email address es in the Email Notify field in the desired product s If you want an additional product specific email with different content sent create a separate Email Notification and link it to the desired product like the eTicket example on the next page of this user manual Order Received To Admin Use this if you want an order confirmation with different content sent to your organization when an order is received OTHER PRODUCT SPECIFIC EMAILS e g Saving Whales Conference This is just an example an additional Email Notificaiton email created by eTicket an organization These are always linked to a single product and allow l you to do things like as in this example sending an eTicke
48. disais Ontario w M amp B 3C2 ta Save Profile When a DonorShops account holder updates their profile the account holder will receive an email indicating the change s they have made to their profile You can also have DonorShops send you a BCC of this email to notify you as the organization using DonorShops of the account holder profile change The updated values are automatically sent to DonorPerfect This makes it possible for your supporters to help keep your DonorPerfect records up to date My History Link The My History member page shows the logged in member their giving history e Includes a section showing DonorShops purchases donations This is controlled by the display_transaction_history shortcode e Includes section showing all DPO gifts via DonorShops or not if the member has a Donor ID number and is synched with DPO This is controlled by the display dp transaction history shortcode o Note This report includes only gifts with a Record Type value of G Gift and intentionally exclude parent pledge entries P Main M Soft Credits S etc We encourage you to include phone and email information where your account holders can contact your organization if they have any questions Copyright DonorShops com 2015 All rights reserved SS 70 DonorShops com CMS eCommerce amp Membership Platform User Manual My History Shop History for Roger Sandstone Date Order Number It
49. donorshops com as well as the custom domain subdomain Google Analytics ID You may enter a Google Analytics ID number if you would like to track traffic on your DonorShops site E g UA xxxxxxxx y Facebook Admin ID Instructions on how to determine your FB Admin ID are on the DonorShops support site Search on facebook and look for the article titled How to Determine my Facebook Admin ID Twitter Account Name Enter your twitter account name Do NOT include the symbol Province State Sets whether the word that is displayed in the cart for the province state field Product Filter Label Sets the label assigned for the filter dropdown that is displayed when viewing a category of products E g Filter Author Project Area etc Also controls the label assigned to the filter field within each product Category Images Enables disables category images Default Country Controls the default country value displayed in the cart Force Country Normally blank but you can set a country code here if you only want to allow orders from one country e g US CA AU etc Full list of Copyright DonorShops com 2015 All rights reserved SS 96 DonorShops com CMS eCommerce amp Membership Platform User Manual countries can be found in DPO gt Settings gt Code Maintenance gt Country Donor Screen Use the CODE value not the Description value Recurring Payment Day of Select the date s in any month that you want
50. ds in the cart will be pre filled for them and they only need to enter their credit card information to make a purchase e They can update their profile information and view their shop purchasing history and their DPO giving history if you are enabling this Activate the Login and Register pages if you took them offline in step 2 above Copyright DonorShops com 2015 All rights reserved SS 74 DonorShops com CMS eCommerce amp Membership Platform User Manual DonorShops Membership Applies To DonorShops UNLIMITED DonorShops Membership brings your organization and your supporters closer together When a member logs into your DonorShops site they land on a page that is specific to their membership category where you can tell them with text images and video how much their support means to you and about how you want to honor their loyalty by giving them member discounts specific to their membership level You could even give them links to product or event items that aren t listed publicly yet They can also review their current membership level and expiry date and upgrade or extend their membership through DonorShops membership products that are linked to specific membership levels DonorShops Membership Purchase in DonorShops Gold Membership Membership 250 00 Members Exists in DPO Member landing pages for each donor em gt perfect B Member promotional discounts Home Search for each level
51. e amp Membership Platform User Manual Shipping DonorShops PRO and UNLIMITED have the option of using Courier based shipping DonorShops LITE provides the Tiered shipping method Feature Applies To DonorShops PRO UNLIMITED Tiered Shipping The Tiered Shipping feature of DonorShops Pro and Unlimited allows you to assign shipping charges to orders based on the value of items in the order that require shipping and the Shipping Option e g shipping method Qty Price Total e 20 00 20 00 4 e 30 00 120 00 7 e 7 50 52 50 Sub Total 1192 50 Tax 19 11 Total USD 216 56 When your site visitors get to the cart page to process their order they will see a list of shipping options In the above example the shipping price being displayed is based on using the Express Post shipping option e Shipping options are only displayed if one or more of the items in the cart are set to require shipping e The shipping price is only calculated on the items in their cart for products you indicated Requires Shipping Copyright DonorShops com 2015 All rights reserved zi 62 DonorShops com CMS eCommerce amp Membership Platform User Manual Stock amp Price Variant Sequence Name 1 Small Requires Shipping Weight Is Default Varik Yes No 0 7 Ibs 9 Yes Regular Price Sale Price 15 Quantity Left Restock At Link to Membership 100 F 0 None e he amount they pay depends on the Shipping Tiers defin
52. e Members 10 Q CHRPRES2014 1 Chris Pres Congregational Discount of 20 percent 20 Q ELITE For SHOP Elite Members 12 37 Q GOLD For DPO Gold Members 20 Q Pastor s Disc Pastors Discount 10 Jun 01 2011 Sep 30 2014 Q PLAT For DPO Platinum Members 29 Q SILVER For DPO Silver Members 15 Q WF1102F33D Summer Madness Discount on Feed the Whales Items E May 01 2012 Aug 31 2012 Showing 1 to 9 of 9 entries Previous Next Promotional codes can be applied to individual product s or to one or more categories of products When you edit a promo code or add a new one you will see this screen Copyright DonorShops com 2015 All rights reserved SS 37 DonorShops com CMS eCommerce amp Membership Platform User Manual View Edit Promotion Code Description Discount Active Dates Categories BRONZE For DPO Bronze Members 10 D off each product ER to Meal Programs Chid Sponsorship Nicaragua Sponsor a Volunteer Members hip Art Classes for Kids Members Exclusive Registration Category for Cynthia Chiki Sponsorship eDownlaads Feed the Whales Hold CTRL Command on Mac Key to select mulfipie options Products 2 Meals per Day Guatemala AA5C 104 Advanced Driver Safety 2EAF iF 1 Alpha Registration AGOBBAC Art Class For Kids 4C2D787 BALANCE Red Riding Hood CABACB Concert Sunday June 27 Event BD23D52 Construction Costs Building Project D5CC3BE delete 1 CO3bET5B DEPOSIT for Little Red
53. e My Profile Billing Shipping information is automatically filled in for them 6 When logged in the users first name is shown and they can select the My Profile or My History from the drop down menu Copyright DonorShops com 2015 All rights reserved SS 67 DonorShops com CMS eCommerce amp Membership Platform User Manual Personal Information Security Control e Your organization controls activation status for each member account e My Profile and My History information is only available to logged in users with a DPO Donor ID connection that is keyed to the email address stored in DPO for this DPO constituent e Your organization controls whether Your DonorShops site will display My History and or My Profile pages e Your organization controls whether the My History page displays only DonorShops purchase history or also reports on the constituents giving history in your organizations DPO system e Ona password reset request Forgot my Password the re activation email is sent to the email address of the requesting party only if they already have a DonorShops Login account e Under no circumstances can your DonorShops Login account holders modify their giving history information other than indirectly by making additional purchases or donations Login Link The visibility of the Login link is controlled by a system Login page e Use the Status Online Offline drop down menu item for this page to control whether site visitors
54. e them again within the month they signed up for the pledge o DPO will not charge them again if the selected payment date typically the 1 or 15 falls within ten days of their pledge sign up date If it does DonorShops will move the DPO pledge start date to the appropriate date on the following month o If you want the above ten day rule changed to a different number of days this can be adjusted on your system If so contact us at theteam donorshops com o Example sign up for a 30 monthly pledge Sept 28 and choose the 1 as my regular pledge withdrawal date DonorShops will set the DPO pledge start date as November 1 because the automatic date would have been less than ten days after their pledge signup o Example sign up for a 30 monthly pledge Sept 3 and select the 15 as my regular pledge withdrawal date DonorShops will set the DPO pledge start date as October 15 because even though the selected date isn t within ten days it waits until the following month o Example sign up for a 30 monthly pledge on Sept 12 and choose the 1 as my regular pledge withdrawal date DonorShops will set the DPO pledge start date as October 1 because it is in the following month and does not fall within ten days of the pledge signup All subsequent pledge payments are processed in DPO using the Tasks gt EFT Transactions screen More help on this is available through the DPO Online Help and Knowledge Base e 2 e donore F amp a
55. ec 23 2014 04 03pm Q 38382F2AAF Richard Dyck richardfoctwr mb ca 1 100 00 Mar 12 20130301pm Showing 1 to 6 of 6 entries Previous E Next Copyright DonorShops com 2015 All rights reserved SS DonorShops com CMS eCommerce amp Membership Platform User Manual Order Details Screen Use the Order Details screen to view and update orders Order Details Order Number Amount Charged A37F72C14E 28 38 Started At Completed At Jan 22 2015 10 1 33 AM EST Jan 22 2015 10 1 55 AM EST Confirmation Number 2554431053 From Payment Gateway Confirmation Date Jan 22 2015 10 1 55 AM EST From Payment Gateway Vault ID No vault ID required There are no recurring transactions in this order Options This order has been processed 9 View Packing Slip E Renotify Customer DonorPerfect Integration Donor IDs 4438 Gift ID s d 12007 e To mark orders completed from this screen click the check box for This order has been processed e You can also use the Renotify Customer button to re send customer order emails This screen also lists additional order details including e Custom Billing amp Shipping field data e Items ordered e Shipping method selected e Shipping and Tax charges Copyright DonorShops com 2015 All rights reserved SS 42 DonorShops com CMS eCommerce amp Membership Platform User Manual Order Processing FAQ DonorShops com eCommerce orders are process
56. ed and the value of the portion of their order that requires shipping Tiered Shipping Add Shipping Option Add Shipping Tier 250 00 499 94 t3 500 00 999 94 Express Shipping di 814 85 r A5 32 81 10 00 Q Standard Yes 7 95 14 57 18 38 SO DU Shipping In this example there are four Shipping Tiers and two shipping methods You can have more tiers or less if you like In the above example if a site visitor places an order that includes 150 worth of items that require shipping and they select Express Shipping they will be charged 27 45 for shipping To modify the Shipping Tier Min Max values click on the pencil icon highlighted in above image Minimum Value 100 00 Maximum Value 249 99 The Tiered Shipping method also allows you to offer lower shipping charges to customers who place high dollar value orders NOTE We recommend you create your Shipping Tiers BEFORE filling in your Shipping Options This will save you having to go back into each Shipping Option to fill in the prices for the new Shipping Tier Copyright DonorShops com 2015 All rights reserved SS 63 DonorShops com CMS eCommerce amp Membership Platform User Manual Courier Based Shipping This feature is new for DonorShops t provides shipping prices based on actual shipping charges from FedEx UPS USPS Canada Post based on your organizations location the purchaser s location and the ship able product wei
57. ed through the SafeSave Gateway e Your SafeSave gateway interface is accessed via DonorPerfect Online interface DPO App Links Processing Gateway e When the payment processor confirms the credit card purchase the purchaser is shown a screen confirming that their order is complete o Order Complete Click here to track your order e f you open the Order within DonorShops JPanel you will also see a confirmation number in the Confirm No field This number is the SafeSave Gateway transaction ID number which you can search on in your DPO SafeSave Gateway interface DPO App Links Processing Gateway Order Processing Steps Overview The the site visitor clicks the button to process their order the first thing that happens is that DonorShops communicates with your payment processor via the SafeSave gateway e f your payment processor rejects the order no order is created by DonorShops Instead you can see the attempted order in the Abandoned Carts report If on the other hand the payment processor accepts the order DonorShops will then communicate with DonorPerfect and e Determine whether the site visitor already exists in DonorPerfect based on their name email and address information e If the site visitor already exists in DonorPerfect DonorShops will use their donor ID number for the creation of the gift s that will be associated with this donor e _ If the site visitor is not found DonorShops will create a
58. eecuecceeccuecueeeceeeauseueeeceeceueeuseeceesuesnenenes 43 Donor and Gin Creation In DPQ EE 44 Non Synchronized Be ND UT T Um 45 Resend c Een 45 DPO ROGENC CICC NO MO RC 46 Bee e Ee Ee EE 46 Payment Type dg ue ee e er 46 Inventory Stock Management 48 If NOT using Inventory Stock Management feature nnnnnnnnnnnnnnnnnnrnnrnrrsrrsnrsrrnrrerrsrrsrrsrrnrrsrrerrnren 48 To use the Inventory Stock Management Feature ener enne nennen nans 48 Product Stock Levels Report nnannnnennnnunnnnnnrnrnnnnrnnnnrnnrnrnnrnrrnrnrrnrnnrnrnnrnrrnrnnrnrnnrnnenrnrnnn 49 a Vela e tel E ERE RETE 49 ECK dius 5 50 Su Te eje o1 EET TT ETT mE 52 View Edit Email NOUMCAUOMN EE 53 Email Notification Variables ierra ra ntn e ot ans Sens esu sese ron cua Sena UPUN E deuceubsaecentowacuite 54 BUT oka ak Malo ecc c 56 OR Code Even Atendan e ia T cc aes 57 How To Set Up QR Code Event Attendance 58 wei iz d ETE TET 59 Mobile PHONG vase EE EET T IET ETE 59 Custom Email NEE ee 60 Event CHECK IMS Report e 61 leie 0 E 62 Re neie e ee ene c ees ne ee E E ee 62 Courier Based KH e ene DE 64 Rios a ores eters T 65 p TT Shops Cop
59. ems Pledges with monthly quarterly or yearly payment intervals or you can set a recurring payment item to Let Customer Choose and then the donor will be able to select the payment interval Payment Type Recurring Payment Let Customer choose In previous versions of DonorShops it created the pledge in DPO but did not make an initial pledge payment charge This has changed so that when the site visitor processes their cart an initial pledge payment will be made and charged to the purchaser We have made this change due to DonorShops client requests to make pledge handling consistent with the way WebLink handles pledges Key Points e The initial pledge payment is made by DonorShops at the time of the pledge purchase e As before subsequent pledge payments are handled by DPO when you do the EFT Transactions process e DonorShops applies some logic when it creates the pledges in DPO so that o If either Weekly or Bi Weekly is chosen the customer is presented with day of week options instead of day of month options Both the day of week and day of month options are selected in the settings panel Copyright DonorShops com 2015 All rights reserved zi 46 DonorShops com CMS eCommerce amp Membership Platform User Manual o If either Weekly or Bi Weekly is chosen DonorShops will schedule the pledge start date for the first date of the selected day that is at least seven days from their order date o DPO will not charg
60. ems Ship To Oct 24 2012 E262 A 1665 a 1 275 Wiliam St ON NEB 3Cz SavingWhales account records for Roger Sandstone Amount 154 87 Date Receipt Number Amount Fair Market Value Net Donation Oct 24 2012 22 85 0 00 20 85 Oct 24 2012 100 00 0 00 100 00 Oct 14 2012 W2011 107 22 50 0 00 22 50 rir 14 2017F Wied 1 10 4100 nn 425 nn 475 00 In the above example two additional shortcodes are used The line that shows Shop History for Roger Sandstone is set up in the My History system page accessed via Content Manage Edit Pages as Shop History for member valuez first name member valuez last name Accounts Administrative Interface List Screen Your Organization Name A Marke Help Dashboard sew Accounts Feeds i liil New Accounts by Month m eCommerce SI iii Memberships ial Reports M amp Files 4 Site Design 50 records per page Quick Search Administration Has LastName FirstName Login Orders Orders Created m Se gt Email ZS Total a uS sw 1 37 60 Apr 10 2015 a w 1 282 50 Apr 10 2015 a v 0 00 Apr 2 2015 Copyright DonorShops com 2015 All rights reserved SS 71 DonorShops com CMS eCommerce amp Membership Platform User Manual Account Details Screen Mark Sandstone RE Mari 2 7 1228 91 24 57 Member Since Orders Txns Ave Txn Value Grand Total A General Status First Name Last Name Active Y Mark Sandstone Email Password Membership DonorPerfect Integr
61. ence We always do our best to d ensure every client has what they need to be successful with DonorShops The DonorShops team is committed to making sure your DonorShops site functions as described in your DonorShops User Manual DonorShops provides support for this Core Functionality at no charge on a 24 x 7 basis via the DonorShops Service Request Portal Please note that Core Functionality support does not include the setup administration or updating of site specific content e g banners products categories etc as the setup and administration of site specific content is the responsibility of the client If your organization would like additional training coaching or help with site specific content we are happy to provide this type of assistance via the premium service options available through the DonorShops Service Request Portal The DonorShops Service Request Portal can also be accessed via this link http support donorshops com Please Note We are doing our best to make sure that support requests are handled ay quickly and efficiently ew possible An important part of this iy having all support requesty submitted via the DonorShops Service Request Portal Emaily sent to theteam donorshops com will be treated ay general enquiries Emaily to other staff email addresses will be treated personal emails not ay support requests The setup administration and updating of site specific content is considered to be traini
62. ent your customer from purchasing them To use the Inventory Stock Management Feature Inventory Stock levels are set for each product and each variant of each product in the Product Detail screen Stock amp Price Variant Sequence Name 0 Tuesday Only Requires Shipping Weight Is Default Variant Yes No 0 Ibs Yes Regular Price Sale Price 70 Restock At Link to Membership None v Adjust the Quantity Left field ONLY when you want to do a manual stock level adjustment Copyright DonorShops com 2015 All rights reserved zi 48 DonorShops com CMS eCommerce amp Membership Platform User Manual Product Stock Levels Report The Product Stock Levels report shows stock level information for each Stock amp Price variant of each product including e Product name variant and code e The Qty and Last Updated columns which indicate the last manual stock level adjustment quantity value and date on which it was adjusted e The number of items purchased through DonorShops e The remaining quantity e The restock level If the remaining quantity is equal to or less than the Restock At quantity the Remaining quantiy will be listed in a red box Product Stock Levels T Filter Options Category Filter Posters amp 5Stuff T Any T 50 records per page Quick Search Name Code Qty Last Updated Purchased Remaining Restock At Q Custom fields in Email Notification B7BDDD5 n May 23 2013 D 1 Q Custom
63. entries Previous Ls Next Selecting an existing membership level or clicking on Add Membership takes you to the View Edit Membership Level screen View Edit Membership Level General Sequence 4 Name Basic DPO Members Description This membership level exists in DPO with E code BASIC b descr Basic Member 5 Apply Promo BASIC Default Page Url lbasic member login landing page php Duration Days 365 The rest of the screen is shown below and highlights your ability to control access to pages categories and products for each membership level Copyright DonorShops com 2015 All rights reserved BonarShops e DonorShops com CMS eCommerce amp Membership Platform User Manual Notes If you check the box for a page product or category it will no longer be visible to site visitors unless they are logged in with the selected membership level Making a Category members only stops the category from showing but any public products can still be found in the Search bar or if a person knows the direct link To stop people from being able to search for a product or arriving there via a link check the product name as well If someone tries to access a members only page product or category without logging in they will be automatically redirected to the Login page You can assign membership durations of up to 9999 days to allow for long term recurring memberships E g 9131 days is 25 years If you have marked
64. erfect Integration field code values within all purchased products within an order This ensures that all items purchased are always tagged with the correct values in DPO f the purchaser ordered several items that use ALL the same codes they will appear as ONE gift in DPO DonorPerfect Integration Donor IDs 2135 Gift ID s 12016 12017 The Donor ID and Gift ID numbers show at the bottom of the order are links that can be opened to show key Donor Gift field data retrieved from DPO NOTE The Donor ID number show in the Gift ID popup window will always show the same Donor ID that you see in the Donor ID link UNLESS you have done a DPO Duplicate Removal and merged this Donor ID with another In that case go by the Donor ID that is shown in the Gift ID link popup window It will have the correct new Donor ID number NOTE If you have merged the purchasing donor into another DPO donor through the DPO Duplicate Removal tool the Donor ID field will still show the original Donor ID number To view the new merged Donor ID number click on any of the gift ID numbers and the Donor ID number you see in there will reflect the new Donor ID number Copyright DonorShops com 2015 All rights reserved Ki 44 DonorShops com CMS eCommerce amp Membership Platform User Manual Non Synchronized Orders If for some reason DonorShops does not receive an appropriate response from DonorPerfect when asked to find create the donor a
65. es set the Status to Online p TT Shops Copyright DonorShops com 2015 All rights reserved 20 DonorShops com CMS eCommerce amp Membership Platform User Manual Filter Values DonorShops has a filter field that may be called Project or Project Area or Author or Artist or whatever you like You can change the name of this field in Advanced Settings Using the Product Filter Label field This field is used to allow your supporters to narrow down the list of items displayed within the selected Category Acategory will only display a filter choice if there are one or more items belonging to that filter value in the selected category If you can come up with an even distribution of your product donation items and event items it will make it easier for your supporters to browse through your offerings Blog You can create a blog in your DonorShops site This is a great way to keep people up to date with what s going on in your organization The key is to provide regular frequent updates to your blog Key Points e The blog itself is a Feed e You can display the blog feed on a content page by creating or opening if it already exists the content page then using a shortcode to display the feed e Format display feed name feedname e Example display feed name Hammy Hamster Blog e IMPORTANT You must use single quotes to wrap the the name of the feed If it isn t working check and make sure you haven t used smartquotes by mis
66. g You would substitute the name of your feed display feed name Hammy Hamster Blog e Notice the square brackets at the beginning and end e Notice the single space between display feed and name e Notice the single quotes at the beginning and end of the feed title 3 You can place other text above or below this displayFeed link 4 Set the page status to Online J Save your page Add Posts to your Feed 1 Select the feed under the Feeds menu item and use Add Post to add your blog audio video feed items If you are entering video feed items click on the HTML menu item at the top of the Body field and paste the lt iframe gt embed code from the video and paste it in You should now see a new menu item at the top of your DonorShops site the the feed name When you click on it you should see the feed and the post you just created Copyright DonorShops com 2015 All rights reserved zi 90 DonorShops com CMS eCommerce amp Membership Platform User Manual Custom Field Gift UDF Links You can have up to fifteen 15 custom Gift UDFs User Defined Fields set up in your DonorShops system Gift UDFs are fields you create on the gifts screen tab of your DonorPerfect Online system If you are not sure whether a field is a gift UDF or not please contact DonorPerfect support for clarification amp confirmation These fields show up as additional fields under the DPO Integration area in your product details screen in
67. g value for the account holder in JPanel gt Administration gt Accounts View Edit Account amp Genera Status First Name Last Name Enabled v Jo hnny Doe Email Password jdoe domain com Membership Level Expires on None v SS DonorPerfect Integration Membership Sync Status Use Global Setting Always Sync with DPO v Copyright DonorShops com 2015 All rights reserved SS 73 DonorShops com CMS eCommerce amp Membership Platform User Manual Getting Started with DonorShops Accounts K Action Email theteam donorshops com to let When DonorShops Login has been activated you us know you would like this feature will see new System Pages in your Manage Edit activated on your DonorShops site Pages list for Login Forgot Your Password My Profile My History and Register Make any desired updates to your Example System Pages l e You can disable the Login and Register links by taking these system pages Offline If you don t want to allow your supporters to view their DPO gift history you can disable this part of the My History page e Consider adding your phone email contact info to the Register and My History pages so they can reach you if they have any questions Communicate with your supporters Let them know e They can Register via the Register link on the home page or by using the Remember Me link on the checkout cart page e When they are logged in the Shipping and Billing fiel
68. ghlighted in red box below Insert link Un Title Copyright DonorShops com 2015 All rights reserved SS 89 DonorShops com CMS eCommerce amp Membership Platform User Manual Feeds You can use a feed to allow you add a blog to your site list video content or audio files There are examples of Blog and Video Content feeds in http demo donorshops com To create a feed for a blog audio feed or video feed all involve the same process Create the Feed e Under Feeds click Add Feed e Select either Blog Audio Feed or Videos e Give the feed a Name that doesn t use any special characters e g avoid amp etc Make careful note of the name and copy it into a text editor such as Notepad so you can insert this exact feed name later In our example the Feed name is Hammy Hamster Videos e Put in a copyright notice if desired e If this is going to be a Podcast feed you will need to click More Options and fill in the additional fields There is a help link here to give you more information on how to fill in Podcast fields Save the feed Create the Page where you will view the feed 1 Create a Page and set the type to Normal HTML You can leave the page offline for now Enter your feed name we called ours by the same name as the feed name Hammy Hamster Videos 2 Now enter the displayFeed link in the main editing window in exactly this format In this example the feed name is Hammy Hamster Blo
69. ght DonorShops com 2015 All rights reserved SS 45 DonorShops com CMS eCommerce amp Membership Platform User Manual DPO Reference Check No In a DonorShops order there is a Confirmation Number field This will appear in DPO in the Reference Check No field The DPO Reference Check No is the Transaction ID number in the SafeSave Gateway You can copy the number from this field to use it in the search for the transaction in the SafeSave Gateway There is also a reference in the Gift Memo field showing the DonorShops com Order Number The DonorPerfect Gift Memo field will also contain the DonorShops order number and any value you placed into the corresponding Gift Memo field in the DonorShops DPO Integration product screen DPO Calculated Fields Any calculated fields in your DPO system which rely on gifts created by DonorShops e g a calculated Receipt Amount field based on the Gift Amount minus Fair Market Value are handled slightly differently in DPO than fields entered through the DPO user interface If you do NOT have any DPO fields which calculate their results based on DonorShops gift UDF fields you can ignore this procedure To make DPO update the calculated results 1 Goto Settings gt Calculated Fields 2 Click the Recalculate All User Defined Calculated Fields button 3 DPO performs the selected calculations for all existing gifts Payment Type Recurring DonorShops allows you to create recurring payment it
70. ght Shipping FedEx Express FedEx International First at 200 19 3 FedEx International Priority at 112 17 FedEx International Economy at 96 25 Gei FedEx Ground at 18 62 f 518 62 e IMPORTANT In the View Edit Product screen make sure you set a weight value of greater than 0 pounds for any items that require shipping otherwise shipping charges will not be added to the order Requires Shipping Yes No If your system is currently configured to use Tiered Shipping but you would like to switch it to Courier Based Shipping contact us at theteam donorshops com Courier Based Shipping requires setup of accounts with your existing courier s Currently Supported e FedEx e USPS e UPS e Canada Post Copyright DonorShops com 2015 All rights reserved SS 64 DonorShops com CMS eCommerce amp Membership Platform User Manual Reports DonorShops includes these reports ad Reports m Orders by Product Orders by Custamer Product Stock Levels DP Gift Reconciliation DP Donor Reconciliation Abandoned Carts Tax Reconciliation Event Check Ins Sitemap Orders by Product Report This report shows a summary of purchases of each product item When you click the edit icon the system will show the individual purchasers of this item and any product variants selected DonorShops PRO UNLIMITED If you click the Export Selected link DonorShops will export a CSV file containing all order fields fo
71. hip category they belong to member value email member value ship first name member value ship last name member value ship address 017 Copyright DonorShops com 2015 All rights reserved SS 84 DonorShops com CMS eCommerce amp Membership Platform User Manual member value ship address 02 MEE member value ship city ERES member value ship state MEN member value ship country MEN member value ship zip MEN member value ship_phone member value bill first name MEN member value bill last name ERN member value bill_ address 017 NER DEED UU SS SS SS H member value bill_address_02 member value bill city member value bill state member value bill Country member value bill zip member value bill phone member value created at Date when their membership was created in DonorShops member value membership expires on Date when their membership expires based on creation date above and duration Copyright DonorShops com 2015 All rights reserved SS DonorShops com CMS eCommerce amp Membership Platform User Manual Membership Codes in System Pages The System Pages that relate to membership are Login Forgot Your Password My Profile Register and My History You can add content into these pages such as the Special Membership Codes additional text explanations images and video My SavingWhales ae Codes My current membe
72. hops product See JPanel Email Notifications page for listing of the various emails BonaorShops DonorShops com CMS eCommerce amp Membership Platform User Manual If you ordered an item that includes See JPanel Email Notifications page for listing of the various downloadable content the emails purchaser should have also received the Order eDownload Links email Note the confirmation number in the DonorShops order This shows in the Confirm No From Payment Gateway field Log into DPO and go to App Links Processing Gateway In the SafeSave payments window select Reports In the Search Transactions area You should see the transaction in the resulting report lower portion of reports screen paste the Confirm No into the Transaction ID field This completes initial testing You have now confirmed that orders are processed properly by the SafeSave gateway and sent to your DPO system Also that the customer and your organization are receiving appropriate email notifications Copyright DonorShops com 2015 All rights reserved SS 100 DonorShops com CMS eCommerce amp Membership Platform User Manual Support Your primary support resources are e The DonorShops Service Request Portal accessed by clicking on the Help link in your DonorShops JPanel menu e his User Manual e You can also contact theteam donorshops com with non support related inquiries Our top priority is customer service and experi
73. html content in these pages as well Online Offline you can keep pages offline until you are ready to publish them This option controls whether the page will show in the menu system You could for example have a page that is online but Hidden in Website Navigation This would allow you to access it if you sent the link to somebody but it would not be accessible via navigation through the menu system If you have DonorShops PRO or UNLIMITED you can either place menu items as main menu links Main Link or have them under another menu item you will see a list under this drop down of your existing menu items If you have DonorShops LITE select Main Link Menu items are sequenced from 1 up left to right higher numbered menu items appear to the right of lower numbered menu items You can either open a menu item in the DonorShops window recommended for pages that you create within DonorShops OR Open link in a new browser window which is recommended for links to external websites Depending on the page type it may auto assign a page URL if not then read the small grey text just below the box to see what you need to put in here Select Content if you do not do this the page will show on a white background select Content to set the page within DonorShops SEARCH ENGINE OPTIMIZATION Browser Title Meta Description Meta Keywords Previous Versions This will appear in the browser window tab Descr
74. iegis sir calinon Rd tment now s af vo ES D deg DonorShops Giving DonorShaps Everits S wuppurbet avo cns Dame oF fuut OQonur sop regen wil alm yuu Donor Shoe n uan occa Berti fowl fon v ALL zu J ad i t restati atit 4 sit d Lunas md Weg Durr sho uch atiued reich n wig b d t Li I JL Ju ieTIT TR e KU 5 eti gert byte big C E l At s E a tiua s h tuit e uf i a i di duude I wii t 1 bad GE r 1 ptt 1 LE wee 5 4 ju le H pile Dat rett vex t eiu dala ludin a prup ul at E siis t u ig det y t tumas t y wd and rist iho xit m E vary Uc 4 r rors t ud PF lie a I A h tiet m p 2 i y pataud owe DEIET D wy J 4 ipo i ate m ver CT Ki d PI wis c i ju SE Ger kk IN z Tra at 8 i pourra ua l ut wt Le me ux th uil eu w tricw rata 4 4 Ler auus aby Lt n atry Loc i went at BI aw ove 4 LH x L I d EE pie i ing Salt P 4 Leu d eT D we Fir t us H Anpa buld f ut aN hen t 1 D dal 4 ta ure Nn ul I e I e YOUR LOGO 2 0 FEATURES ABOUT THE NEW JPANEL ABOUT NENU ITEMS DONOtSHOPS THEME CUSTOMIZATI N TRACK MY GROER SONS th ueartsarr d chonorshogs com DenarShapa com See this interface online at http demo donorshops com BonaorShops Copyright DonorShops com 2015 All rights reserved Top menu bar Page Product menu Banner images Call to Action box AC elen Feature Boxes Contact Info Bo
75. iption used by search engines to index this page List of any keywords to further help search engines index this page Allows you to return to a previously published version of this web page Copyright DonorShops com 2015 All rights reserved SS 23 DonorShops com CMS eCommerce amp Membership Platform User Manual Creating Menu Items In DonorShops 2 0 we have amalgamated the two separate menu systems page menu category menu into a single menu structure to give you more flexibility To create a Page Set the content type to Normal Content HTML Category Set the content type to Product Category This Menu Item will reveal a category selection drop down menu where you can select the desired category Top Level Set the content type to Menu Item Only Menu item that will have sub menu items Page with Set the content type to Advanced Content custom code If for example you want to have a Merchandise category with sub categories for Books and Clothing create a top level menu item for Merchandise as Menu Item Only Then create Category Menu Items for All Merchandise linked to your Merchandise category Books linked to your Books category and Clothing linked to your Clothing category General The tls of the page as it will be displayed on the page and in the menus Content Type Pollduct Category Status Online Y System Pages System Pages Home 4 Login My Payment Methods Ed
76. it Payment Method 3 Forgot Your Password My Profile My History Sign Up Under Content Pages amp Menus you will see a category of pages called System Pages These are pages that e have special functions e g the My Profile page contains a special code called Copyright DonorShops com 2015 All rights reserved SS 24 DonorShops com CMS eCommerce amp Membership Platform User Manual display_profile_form that causes the member information display update fields to be displayed e Please be careful when editing system pages so you don t accidentally delete special functions e Cannot be deleted System Page Name Notes Home DO NOT Modify the HOME page without checking with DonorShops first Making changes to this page can impact how your site is displayed Register This page allows site visitors to register for an account on your DonorShops site When a person registers DonorShops will check to see if the person already exists in your DPO system If based on the email name and address information they provide they do not exist then DonorShops will ask DPO to create a new Donor The resulting Donor ID number will be associated with the new account Login Registered DonorShops account holders will use this page to log into your DonorShops site My Profile Logged in account holders will use this page to view and update their account information Updates will automatically be sent to your DPO system My Histor
77. level Copyright DonorShops com 2015 All rights reserved SS 76 DonorShops com CMS eCommerce amp Membership Platform User Manual from DPO DonorPerfect Membership Levels amp Membership Information Membership Type Basic Membership ze You can use the membership functionality built into DonorPerfect Online DPO by creating DonorShops Member Levels that have a corresponding DonorPerfect Level With this type of membership setup you are responsible for setting up and maintaining correct membership levels within your DPO system There are some points you should be aware of regarding this type of setup DPO provides Online Help that provides information on DPO membership setup The easiest way to do a global member level update in DPO is to create a DPO export template that includes at least the DONOR ID and MCAT fields Then update the MCAT levels in Excel or equivalent spreadsheet program and re import them into DPO For help on importing CSV files into DPO see DPO Online help on Using the Import Module See also DPO Settings Code Maintenance Show Only Membership Type Donor Screen to modify the available membership levels within DPO Create membership levels in DonorShops to match any DPO membership levels you want to activate in DonorShops This is done via the DonorShops eCommerce gt Membership menu item When a Donor ID has been specified for a DonorShops Supporter Login account holder
78. ll state bill zip Copyright DonorShops com 2015 All rights reserved SS 60 DonorShops com CMS eCommerce amp Membership Platform User Manual Event Check Ins Report Back in JPanel you can see the Event Check Ins Report First the list of events and event variants Check Ins 50 records per page Code Q 156300C Q 156300C Q 156300C Product Saving Whales Conference Registration Saving Whales Conference Registration Saving Whales Conference Registration Ticket Variant Count gt Tuesday Only 6 Monday Only 6 ALL ACCESS a Once 2 r1 Ka Checked In Multiple r1 Ka Quick Search Not Yet First Check In Sep 16 2013 11 03am Sep 17 2013 OD Aarm Sep 19 2013 01 20pm Then the detailed attendance information for a particular Event Variant Combination sp records per page Order s FAF22EF21F p FIO33BFZEE 19F37FD233 EESCOA4AAOD B285ETFF5H ppp np CCBEAAESTF Copyright DonorShops com 2015 All rights reserved Bill To Angelou Maya Angeloux Maya Angeloux Maya Angeloux Maya Angeloux Maya Mail Edgar Ship To Angelou Maya Angeloux Maya Angeloux Maya Angeloux Maya Angeloux Maya Mail Edgar BonarShops Quick Search Last Check In Sep 17 2013 Sep 19 2013 01 20pm Last Check In Sep 17 2013 7 51am Sep 16 2013 2 10pm 61 r3 ka DonorShops com CMS eCommerc
79. lt to zero and will become the leftmost category displayed You can add text images and video to the Description field in the category To add images upload the image s to the Image Library and then include reference links to these the same way you would if including images into page content For more information on how to do this please see the Images section under Site Configuration Tips in this document You control which categories a product appears in within the Products screen Categories m mm Members Exclusive Feed the Whales Membership Swag Other Sponsorship Sponsor a Volunteer Child Sponsorship Nicaragua Copyright DonorShops com 2015 All rights reserved SS 36 DonorShops com CMS eCommerce amp Membership Platform User Manual Promotional Codes Feature Applies To DonorShops PRO UNLIMITED You can define promotional codes in the DonorShops com eCommerce platform that allow users to get a discount on the contents on their cart if they enter a valid promotional code The DonorShops com eCommerce platform also allows you to specify a valid from and to date so that your promotional codes become active on the from date and become inactive on the to date The Promotional Codes screen is available by clicking on Promo Codes in the main menu Promotions 50 records per page Quick Search Code Description Discount off Start gt End Q BASIC For DPO Basic Members 9 Q BRONZE For OPO Bronz
80. n also create other pages that are members only If they are listed in your page menu structure the corresponding menu items will only be visible when a member with a membership category that has access to the page is logged in You can also create direct links in your member landing pages to other members only pages by just putting links or linked images into your member landing pages Copyright DonorShops com 2015 All rights reserved SS 82 DonorShops com CMS eCommerce amp Membership Platform User Manual Products that Sell Membership To create a product that sells a membership level select the appropriate membership level in the Membership field within the Stock amp Price section of the product Stock amp Price Variant Requires Shipping Weight Is Default Variant Yes amp No d Ibs Yes Regular Price Sale Price 5 23 45 0 Quantity Left Restock At Link to Membership 10 F 0 Basic DPO Members Last update 0 as of September 18th 2011 amp Show File Download Options For this drop down to appear you must have created at least one membership level in your DonorShops site Membership Duration If you decide to sell membership levels as recurring gifts Payment Type Recurring Payment in DonorShops we recommend you set up the corresponding membership levels in DonorShops to have very long expiry dates e g 25 years If you decide to sell membership levels as non recurring Payment Type Add to Cart set
81. nced Settings Product Filter Label field When the site visitor is looking at the product items in a particular category they can select this filter to narrow down the list of products within the category Image At this time only JPG GIF and PNG images are supported These images will automatically be resized by DonorShops but if you use images that are too small they will look pixilated and if you use very large images they will take a very long time to load Please respect the patience of your site visitors by saving all product images as 70 image quality They will look the same but load much faster Payment Type Select Add to Cart for non recurring items or Recurring Payment for pledge items Please note that while DonorShops creates the initial pledge DPO runs subsequent recurring payments using the DPO EFT Transactions function If you select Recurring an additional drop down field will appear to let you select the desired payment interval Price Type Choose Fixed Price when you want to pre set the price Use Let Customer Choose when you want to allow the site visitor to fill in an amount Goal Amount Allows you to set a fundraising goal for a particular product and display progress towards that goal See separate subheading on this topic for more information For products where no goal amount is to be set leave this at the default 0 Copyright DonorShops com 2015 All rights reserved SS 28 DonorShops com CMS eC
82. ncludes Microsoft Authenticode technology and Comodo s 2048 bit Code Signing Certificate Also your site information is automatically backed up by DonorShops com on a daily basis and are stored both as local backups at DonorShops com and also at the LIGHTWAVE DATA CENTER in San Diego California p Tt Shops Copyright DonorShops com 2015 All rights reserved 95 DonorShops com CMS eCommerce amp Membership Platform User Manual Advanced Settings This page is only available to JPanel users with the Can Manage Admin permission option checked WARNING Changes made to this page can affect the operation of your DonorShops site Do NOT make any changes without first printing a copy of the unmodified values right click and select Print in your web browser Organization Name This is your FULL organization name It is referenced throughout the system in email merge codes and shortcodes Organization Name Short This is the abbreviated version of your organization name It is also referenced in email merge codes and short codes Default Page Title Page titles show as page name default page title e g Support Us SavingWhales Site URL The URL of your DonorShops site If you have a custom domain or subdomain set up for your DonorShops site put the full URL of the custom domain subdomain Custom Domain Migration Set this to Enabled if you want to be able to access your DonorShops Mode site via the actual location ___
83. nd gift s in DonorPerfect the DonorShops order will be marked as a non synchronized order and will be highlighted in red in the DonorShops Orders list screen Q 3309586C93 Maya Angeloux 1 19 90 Feb 04 2015 02 01pm e When you open up a non synchronized order you will see a Re Sync link DonorPerfect Integration Donor IDs Gift ID s Click this link to have DonorShops attempt to communicate with DonorPerfect to 1 Ask DonorPerfect whether the donor exists 2 If not create the donor 3 Create any appropriate gifts 4 As payment has already been successfully processed for non synchronized orders DonorShops will NOT re charge the customer when you run the Re Sync The most likely causes of non synchronized orders are 1 DonorPerfect was busy and unable to respond at the time 2 If you have a series of non synchronized orders it is likely that your organization has changed the DonorPerfect connection credentials in DonorPerfect but has not made the corresponding change in DonorShops gt Advanced Settings Resend Customer Emails If for some reason a customer indicates that they did not receive their order email s you can have DonorShops resend the order email s by going into the order details screen and clicking the Renotify Customer link This will tell DonorShops to resend any emails that were associated with the order including any custom Email Notifications e g eTicket or Gift eCard ER Renotify Customer Copyri
84. nformation in with the purchase than you have on file in DPO you can use the DonorPerfect Utilities gt Duplicate Removal tool to identify and merge any undesired duplicates NOTE Site visitors will only see the Shipping Information panel if one or more items in their card is a product that you tagged as Requires Shipping If you have the DonorShops Login Feature your site visitors will also see a Remember Me panel under the credit card information where they can register for an account on your DonorShops system Checkout Have a promo code e Billing Information Shipping Information 8 Payment Information amp Copy Billing Select Payment Method Y Create an Account Choose a password to view your purchase history and update your profile Canada v Your credit card or account will be charged Select a Province 3 When they fill in the required fields and complete their order they will see the order confirmation screen as shown below Copyright DonorShops com 2015 All rights reserved SS 39 DonorShops com CMS eCommerce amp Membership Platform User Manual E Order Complete Please note that DonorPerfect is always provided with the name amp address information in the Billing fields as the person ordering might have sent the order to a friend or family member but the Billing information always corresponds to the person paying DPO will always use the Billing Address information for don
85. ng In other words training is the explanation and or demonstration of functionality described in this User Manual If an organization would like assistance because they are unfamiliar with how DonorShops works we are happy to offer training related services through the DonorShops Service Request Portal Copyright DonorShops com 2015 All rights reserved SS 101
86. o e scan the eTicket at the gate with a mobile device e view the number of people who have already checked in on this ticket e check people in with the displayed Check In Now button e display any custom field options set for the ticket eg if the people requested a seat near the band it will display on the QR Check In page shown on the mobile device ll Bell 3G 10 22 AM Saving Whales Conference Registration Monday Only Order 79D6EF6E47 Ship To Paul Brown Bill To Paul Brown Participant Names Paul amp Rachael Number of vegetarian meals 0 Seating request Near the band 2 Check Ins Check In Now And allows your desktop users via JPanel to e display the event specific Event Check Ins Report to see who has checked in Copyright DonorShops com 2015 All rights reserved SS 57 DonorShops com CMS eCommerce amp Membership Platform User Manual Check Ins Checked In Ticket Code Product Variant Count Once Multiple Not Yet First Check In Last Check In on Saving Whales Conference ALL ef 1569002 2 2 Cy Registration ACCESS e Saving Whales Conf Tuesd ce ee eee e 2 1 4 Sep 16 2013 11 03am Sep 17 2013 7 51am Registration Only o amp epes Saving Whales Conference Monday e T T n Registration Only How To Set Up QR Code Event Attendance e This feature must be enabled on your system and is included in both DonorShops PRO and DonorShops UNLIMITED configurations e You MUST enable
87. ommerce amp Membership Platform User Manual EK Check any categories you want this item to appear in Add to Label You can change the value of the Add to Cart button with this field Examples Register Now Give Now etc Active Date You can use these two fields to have DonorShops display the product starting on a specific date and if you like have it hide the product as of the Ending date The Show product on website checkbox must also be selected checked for the product to display Out of Stock Controls what DonorShops will do when the particular variant of the product reaches zero Limit of Sales Provides a product level override for the Stock amp Price variant quantity levels when used in conjunction with the Out of Stock option URL This displays the URL associated with the product You can for example copy this URL value for use in banner image links Email Notify You can enter one or more comma separated email addresses in this field to cause an automatic notification to be sent to the person people when this particular item is purchased An example would be a registration item for a particular event where you wanted the event coordinator to be notified about registrations for this particular event You can duplicate products for situations where you want to create a new item based on an existing one This can be a big time saver especially for product event donation items with multiple Stock
88. ops you must use the CODE value of the DPO membership level Setup any membership products you will offer on your DonorShops site Create any members only products If you have multiple membership levels make categories and pages and then tag your sure you tag these items properly for each membership level s with these items membership level Activate the Login and Register pages if you took them offline in step 1 above If you want to create DonorShops Login accounts for your existing members contact theteam donorshops com to request uploading of these Communicate with your supporters Let them know e They will be able to Register via the Register link on the home page or by using the Create an Account link on the checkout cart page When they are logged in the Shipping and Billing fields in the cart will be pre filled for them and they only need to enter their credit card information to make a purchase They can update their profile information and view their shop purchasing history and their DPO giving history if you are enabling this Membership Configuration DonorShops gives you a choice on how you want to configure membership e Use DonorPerfect Online Membership Levels OR e Use DonorShops SHOP Membership Levels If your DonorShops site is configured to use DonorPerfect Online Membership Levels whenever a site visitor logs in using their DonorShops Login DonorShops will check and update their membership
89. or identification and creation even if a separate shipping address is provided When the customer completes their order and the payment processor confirms validity of credit card data the purchaser will receive one or more email confirming their order and the amount They will always receive the Order Received To Customer email but they may also receive an additional Custom Email Notification if you have configured one Please see the Email Notifications section for more information Copyright DonorShops com 2015 All rights reserved SS 40 DonorShops com CMS eCommerce amp Membership Platform User Manual Orders Orders List Screen The Orders List screen displays DonorShops orders e Use the Filter Options to control which orders are displayed e Click the magnifying glass for an order to access order details Orders Incomplete Y Filter Options Order Status Order Number Start Date End Date Incomplete v ES Filter List Clear Fitter 50 w records per page Quick Search a Order No Bill To Email Items Total Created Date Q DA3950557F Jacob Dotsaur jacob dotsaur cam 2 1234 70 Mar 16 2015 12 45pm Q 6EB8CAB3382 Jacob Dotsaur jacob dotsaur cam 1 1285 Mar 11 2015 01 19pm Q 5898ED2851 Mark Sandstone mwarrengbdonorperfect com 1 2114 Jan 26 201501 11pm Q 55505F3059 Marx Sandstone mwarren bdonorperfect com 4 1 013 27 Jan 14 2015 12 58pm Q 33EFSD8689 Susan Phillips susanfbsavingahalles com 2 211 11 D
90. ow easier to use from any device even on the road Take a Video Tour 4 500 LES 24 Incomplete Oers Revenue In Jargmrg WWIC ge c User Account Copyright DonorShops com 2015 All rights reserved SS 12 DonorShops com CMS eCommerce amp Membership Platform User Manual Menu Items The actual options you see when you login will depend on 1 your permissions and 2 whether you have purchased the Sponsorship Module or not Sponsorship menu item Your JPanel administrator within your own non profit organization has the ability to change user account permissions ep Dashboard Content Feeds re eCommerce O lt Sponsorship M amp Files L Site Design s t Administration ul Reports amp Help Copyright DonorShops com 2015 All rights reserved SS DonorShops com CMS eCommerce amp Membership Platform User Manual Theme Setup Options DonorShops Responsive Layout Sites Standard Theming Elements amp Layout Banner Images Call to Action Feature Blocks 1 2 3 Copyright DonorShops com 2015 All rights reserved SS DonorShops com CMS eCommerce amp Membership Platform User Manual DonorShops 2 0 Introduces the Site Design gt Customize screen Northern Forest Canoe Trail JC Creative SS Dashboard Content Customize v Save Al Feeds Body m eCommerce Q Files Background Color L Site Design L Customize Background Image t Advanced h
91. ps product inventory levels e Items that are out of stock will show in red text at the top of the report e The value in the Qty column is always based on the inventory level you manually set within the product variant e The Remaining amount is the last set Inventory value minus the purchased quantity For more information please see the Inventory Stock Management section of this document Abandoned Carts Report The Abandoned Carts report shows visits to your DonorShops system where one or more items were placed in the cart but the site visitor did not complete their purchase The Abandoned Carts report can be filtered both by date range and also by Status Pre Checkout The site visitor did not attempt to complete their purchase Checking Out The site visitor filled in form fields and possibly product items but did not click the checkout button to process payment Failed Payment The site visitor attempted to checkout but their payment information was rejected by the payment processor Reason for failure if returned by the SafeSave gateway will be included If the person left the site before filling in their name address email information in the Bill To fields then the Abandoned Carts list report will show n a in the Bill To column If on the other hand they did complete these fields then this gives you the opportunity to contact the site visitor to offer assistance completing the order If you open up the Abandoned Carts
92. r projects and products REGARDING ALL IMAGES e Banner Images Make sure you follow the directions for image size and type listed in the Planning Ahead section of this document e For ALL images We recommend that when you are saving images for use in DonorShops that you adjust the Quality setting to 70 percent This would for example reduce the file size of a banner image from 1MB down to 50kb 1 20 the size of the original without making your images appear to have reduced quality This file size reduction has direct and significant impact on how long it takes your DonorShops site to load especially for your supporters with lower bandwidth connections Inserting Images into Page Content For banner images and product images there are Choose File buttons for inserting and uploading Don orshops Copyright DonorShops com 2015 All rights reserved 17 DonorShops com CMS eCommerce amp Membership Platform User Manual these Images for insertion into page or product content fields are stored in the Image Library under the Files menu item so that they can be stored in one place and re used in multiple pages and or products To insert an image from the Image Library into a page of product content window use the image insertion icon B J WY S Headingi FontFamiy FontSzes i 1 ZS Le a gt Image insertion icon f Advanced Image Styling You can apply some cool styling to your images using the Advanced Tab gt St
93. r the selected item s including product variants and Custom Field values input by the purchaser e g student names meal requirements seating preference etc If you click the edit icon in this screen the system will retrieve the order details page for the selected order Orders by Customer Report This report shows a summary of total purchases by each customer When you click the Edit icon the system provides a detailed report on all purchases made by the selected customer You can filter this list by date range and or order status DP Gift Reconciliation Report This report shows DonorPerfect GL Code Solicitation Code Sub Solicitation Code and Campaign Code values for each Gift ID created in DonorPerfect that was a DonorShops purchase This can be especially useful in situations where DonorShops created multiple gifts for a customer purchase of multiple items Remember that DonorShops will create multiple gifts for a customer Copyright DonorShops com 2015 All rights reserved SS 65 DonorShops com CMS eCommerce amp Membership Platform User Manual purchase ONLY when there are different DP Code values that need to be preserved DP Donor Reconciliation Report The Donor Reconciliation report shows a summary of the number of gifts the total given the maximum amount given and the first gift date for each DonorShops customer on your site Product Stock Levels Report The Product Stock Levels report shows your DonorSho
94. ral e Stock amp Price e Custom Fields e Page Content Copyright DonorShops com 2015 All rights reserved zi 26 DonorShops com CMS eCommerce amp Membership Platform User Manual e Taxes e DPO Integration NOTE Not all fields will be visible in all versions of DonorShops For example if you have DonorShops LITE you will not see product download fields Tasty Krill Bicesss Gil Sales Repo General Stock amp Price ES Custom Fields Bj Page Content fl Taxes E DPO Integration Sales report Product details Options tabs Code SKU B1CESBB d Show product on website New Product Name Tasty Krill Featured Product Clearance Product Filter Atlantic Enable DPO Tributes Image Curenth 512fa981 DonorShops Product Image jpg Upload Choose File No file chosen Enable Social Buttons Note Only JPEG GIF and PNG upload is supported Enable Facebook Comments Add to Cart Enable Event Check Ins Fixed Price amp Duplicate Product Track using DonorPerfect Leave blank to sei po goal for this product Help feed a whale with tasty snack pkg of 10 krill Also a Sales Report button allows you to see your sales for this item by taking you to the Orders By Product screen for the viewed product Tasty Krill Ai orders fad Product Sales since Jun 9 2011 Lu ai i i il 30 T records per page Quick Search Orders Order Date Option Qty BilledTo E Q BHIFABA386 Jun 10 2011 10 37am None 1 Mark Warren
95. rmal Content HTML Website Navigation Visibility Visible in Website Navigation Menu Placement Main Link T The mem gem his page belongs bo in the riers Sequence The order in whath Lhis page will be displayed iri the menus New Window No Open this link in the same browser wir Depend e oa the browser Li page may Open ir new rab DIOL a rev GI ECH Copyright DonorShops com 2015 All rights reserved SS ER DonorShops com CMS eCommerce amp Membership Platform User Manual NOTE Some of these fields will not show until you have saved the new Page Menu item Page Name Content Type Status Visibility Menu Placement Sequence New Window Page URL Layout Give the page aname If you make the page visible in website navigation this is the name that will appear as the menu item name Choose Normal Content for a page you are going to write content into Choose Product Category to create a category menu item When you choose this option a Product Category selector will appear For clarity you would normally make the Page Name value the same as the category name Choose Menu Item Only if you are only going to use this as a link to an internal or external web page Choose this value for any top level menu items that will have sub menu items under it Choose Advanced Content if you are going to insert lt IFRAME gt content into the page You can still have other normal
96. rship level Basic DPO Member My current membership e egon 2014 10 14 00 00 00 r If you have any questions or conc amp y about your Profile information or your membership status please don t hesitate to contact SavingWha Member Services at Text and images 1 xxx nnx xxxx entered by your organization Use this Membership Profile Form to view and update your personal information in the SavingWhales database General Billing Shipping First Name Maya Country United States M Same as Billin A United States Last Name Angelou Address 3240 Valley Road Country Address 3240 Valley Road Email maya angelou com P P City Winston Salem assword P d Change asswo d Province NC City Winston Salem Postal Code 2810625 Province NC Phone 205 555 1212 Postal Code 2810625 display profile form code Update Profile Available Codes Phone 205 555 1212 member value first_name member value membership name member value email member value ship first name member value ship last name member value ship email member value ship address 017 member value ship address 027 member value ship state member value ship zip member value ship country member value ship phone member value bill first name member value bill last name member value bill_ email member value bill address 01 member value bill address 02 Copyright DonorShops com
97. s like a figure eight button in the menu panel above e Set the URL to the desired value e Set the button text to the desired value You can have any page content in here e g text images or even video although a video may appear too small to be useful in a feature block The recommended dimensions are listed under each feature block but you can experiment with different image sizes to get it looking the way you want it to Add in any text images typically your logo address email and phone information This will appear at the left side of your DonorShops footer This block allows you to add text that will appear above the first name last name and email fields When a client enters their name and email and clicks the Sign Up button the info is entered into DonorShops as a DonorShops account with no login privileges The Export Emails button in the Accounts window allows you to generate a list of all accounts including the ones entered via the Stay In Touch tool Advanced Theme Customization If you would like more advanced theme customization this is absolutely possible Click here to request theme customization services Copyright DonorShops com 2015 All rights reserved SS 16 DonorShops com CMS eCommerce amp Membership Platform User Manual Site Configuration Tips We ve included this section to give you some ideas on how to set up your DonorShops site so that it will really be irresistible to your supporters
98. s system you will not see this menu item e Buckets cannot contain other shortcodes e Buckets can be used in Layouts and Pages but not in Products The primary use of Buckets in DonorShops responsive layout sites is for e the three feature blocks featured product 1 2 3 e the Call To Action block on the front page e The Footer information Copyright DonorShops com 2015 All rights reserved SS 88 DonorShops com CMS eCommerce amp Membership Platform User Manual e Additional customer site theming options may be added to this section Once you have created one or more buckets you can invoke the specified bucket with this code Example A bucket called Contact Info Buckets Add a Bucket HTML Contact Info EA Contact us SavingWhales Inc 1123 Coral Crescent Los Angeles CA 11234 4321 Click to launch Our corporate contact info Echt Could be made to appear on pages in Layouts or within product Page Content fields by using this code bucket name Contact Info Feature Buckets Found in DonorShops Responsive Layout sites We recommend you use an image width of 370px for all your Feature Buckets and also suggest you make all three images the same height DonorShops can work with different Feature Bucket image sizes but they will look better if they are all the same size You can Link each of these to content in your site e g a category or product or page using the link icon hi
99. sizes or colors you can charge more for the XL and XXL if you like e An event where you offer Friday Only Saturday Only Sunday Only or Premier Pass to all sessions e Theatre productions where you offer tickets for different nights Copyright DonorShops com 2015 All rights reserved SS 30 DonorShops com CMS eCommerce amp Membership Platform User Manual Requires Shipping Set to Yes if this product requires shipping If one or more items in the cart require shipping the shipping information panel will be displayed and the appropriate shipping charges will be applied see section on Shipping If you have Courier Based Shipping set up on your system you must apply a non zero shipping weight to all product variants for all products where the above Requires Shipping option is set to Yes Is Default Variant Set to Yes if the is the default variant to be initially displayed in the drop down IMPORTANT You must set the Is Default Variant option to Yes for one Stock amp Price variant so that SE will show the price of the variant in the product category list display page s Quantity Left This is the field where you do a manual inventory adjustment Restock At This field sets the inventory level where the product variant will be highlighted in the Product Stock Levels report Remaining column Link To Membership If this product variant includes the purchase of a DPO membership level use this field to set the appropriate mem
100. t to people e g Sept 2013 Uganda who register for this event Etc These are also ideal for situations where you are registering volunteers and you need to send them information on what to do next to prepare for the activity View Edit Email Notification Copyright DonorShops com 2015 All rights reserved SS 53 DonorShops com CMS eCommerce amp Membership Platform User Manual View Edit Email Notification General Name Order Received To Customer Status Online T Email To Customer Subject SavingWhales Customer Order Received Email order_number Must be a comma seperated list Bcc orders savingwhales com Must be a comma seperated list Email Body B J U 35 Paragraph e FontFamil Font Sizes e f Be cm 6 d HE BL M c bill first name Thank you for your gift to shop organization Email Notification Variables When you are editing the content of your Email Notifications you can insert values into them such as the person s name address information the number of items purchased and the name of the product variant they selected using Email Notification merge tags The list of available merge tags is shown in the merge tag cheat sheet which you can access at the bottom of the email content window Click to access the merge tag cheat sheet This is an example of how you can set up a custom Email Notification that can be used as an eTicket Copyright DonorShops com 2015 All rights reserved S
101. take Some word processors convert quote symbols to smartquotes which may look the same but are different symbols that word processors can use to decide whether to insert opening quotes or closing quotes p TT Shops Copyright DonorShops com 2015 All rights reserved 21 DonorShops com CMS eCommerce amp Membership Platform User Manual Pages amp Menus DonorShops is a content management system CMS that allows you to create content pages in your site It is this feature that makes it possible for clients to use their DonorShops site as their main website NOTE There is one system page in your DonorShops Site called Home This page is used to display your DonorShops site homepage Do not make any changes to this page without checking with DonorShops first ALSO Do not place content pages under system pages using the Menu Placement drop down Adding and updating pages is done through the JPanel Administrative Interface Content gt Pages amp Menus ep Dashboard Web Pages I Is it really all about the bass O Bears Feeds 4 Ligers 4 Lions Main eCommerce fM lt biu oam In this screen you will see a list of any existing pages and also a menu item at the top to Add Page Link This button allows you to add either content pages or menu items to your site Add Web Page General Page Mame The Lille Of thi page s iL will be displayed on the page and in me menus Content Type No
102. tem This would allow people to pick the name of the person they want to sponsor with their gift e Alinked Send me the newsletter checkbox field that you can use in a DPO Constant Contact dynamic mailing list filter e Alinked Participant Names text field so when a family signs up for an event DPO has the list of all the family members e You can use the same Gift UDF over and over again in different products e g a Participant Names field that gets used by many different DonorShops event items but you cannot use a Copyright DonorShops com 2015 All rights reserved zi 91 DonorShops com CMS eCommerce amp Membership Platform User Manual particular Linked Gift UDF field more than once within a product NOTES e f you are using a linked custom field that connects to a DPO Gift UDF with a Data Type of Number we strongly recommend you use a Select Box with the number choices filled in This will prevent people from typing text into the field e g two instead of 2 as DPO will reject non numeric text entries in fields that are set up with a Data Type of Number e f you are linking to a DPO Memo field use the Custom Field type of Big Text e f you are going to link to a DPO Gift UDF with a data type of Date please make sure your custom field Label text shows the site visitor the date format that DPO o Therequired format is mm dd yyyy Advanced Site Design Tools The layout of your DonorShops com
103. the Enable Event Check Ins option within the event product s e Add the checkin_qr merge tag to the Custom Email Notification for the event o Remove any other QR coding you may have already had in your custom email notification You don t want registration staff to scan the wrong code e Create JPanel logins for your gate registration staff BUT ONLY ENABLE the Can process event Check Ins option unless you actually want them to have other JPanel access o When they scan their first ticket they will have to log into JPanel with these credentials and this will allow them to view the mobile device checkin display shown on previous page for subsequent ticket check ins Suggestion You may also wish to create a Test Event on your DonorShops system with a sample QR code checkin eTicket so you can show your registration staff how to use this on their mobile devices before the doors open for your actual event Once you have one eTicket for your test event you can use scan it over and over again for training your staff Copyright DonorShops com 2015 All rights reserved SS 58 DonorShops com CMS eCommerce amp Membership Platform User Manual Screens Mobile Phone all_Bell 3G 10 22 AM http donorshops fu el CHECK INS Saving Whales Conference Registration Monday Only Order 79D6EF6E47 Ship To Paul Brown Bill To Paul Brown Participant Names Paul amp Rachael Number of vegetarian meals 0 Se
104. the membership duration to a standard value e g 365 days and set your product Add to Label to Membership Year s The reason for this is that in the non recurring scenario DonorShops will multiply the membership duration by the number of membership items purchased so that your site visitor can say purchase 3 years of membership and DonorShops would set the expiry date to 365 x 3 days from the purchase date Remember that if they are renewing an existing membership the membership expiry date will be set based on the current expiry date of their existing membership If they are changing their membership level or purchasing a membership for the first time the membership expiry date will be set based on today s date Membership Cancellation Membership expiry is checked every time the member logs in If their membership has expired they will still be able to log in but will no longer go to their previous member landing page and will not be eligible for any member discounts If you want to cancel somebody s membership adjust their membership level and or expiry date in your DPO system You might do this if for example membership payments were being processed via a recurring membership and the member had stopped paying Copyright DonorShops com 2015 All rights reserved zi 83 DonorShops com CMS eCommerce amp Membership Platform User Manual Special Membership Codes You can insert these codes into pages The typical appli
105. to allow people to Month Options choose for monthly recurring pledges Recurring Payment Day of Select the day s of the week that you want to allow people to select Week Options for weekly or bi weekly recurring pledge payments Min Days to First Recurring This value is used for monthly pledge payment start date calculations Payment DonorShops will take an immediate pledge payment when the person completes their order but the calculation of when the NEXT pledge payment start date will be adjusted so that it does not happen within the number of days you specify here Show Create an Account Controls whether the Create an Account fields show up in the cart eComm Order Fulfillment Allows you to define the packing slip header that is used when you generate DonorShops Packing Slips from orders received SafeSave Username WARNING The SafeSave username and password values must be SafeSave Password correct for DonorShops to process financial transactions We recommend using a username and password that is secure Example User r4k56imgbaab003ajf8mn34k5h Pwd 4mjlo689dnk4l6j6jmijt4llen45itmr4 hot these actual values but something nobody is going to guess at Card s Accepted WARNING Do not enable payment methods unless you have confirmed that your SafeSave gateway and payment processor will accept the card type For example you have to complete a separate application form through your SofterWare account represent
106. ts the inventory level you last set for this product variant It is the Product Stock Levels report that will show you the CURRENT inventory stock level for each product variant based on any purchases made since the last update of the Qty On Hand field The number in the Remaining column of this report shows how many you currently have in stock Events and Training Classes You can also use the Inventory Stock Management feature to limit sales to events or training classes where there is limited seating For example if you are selling seats in a seminar that has space for fifty people you can set the Qty On Hand to 50 and also set the Out Of Stock field to Stop accepting orders when out of stock When the item is out of stock or the person tries to purchase more seats than the number of seats remaining the system will indicate that this item is OUT OF STOCK and will not allow the purchase You could also host an event that had different seating sections with different prices AND different numbers of available seats for each section If NOT using Inventory Stock Management feature If you are not going to use this feature for now you can ignore this feature and the corresponding report Just make sure you do NOT set the Out Of Stock drop down field to Stop accepting orders when out of stock in the product details screen for any product If you have products that are at or below 0 inventory stock level the system would then prev
107. ttps 815393a849b74051d4552 fOe6c8ff8d064 d5bbdb36d26c Es E Administration id Reports G Help Colors Utilities Default Link Color 896d3a Default Text Color Filter Bar Background Color This screen contains options to control e Colors for various aspects of your theme Footer element control blocks for the Contact Info and Stay In Touch blocks Footer social media link definition Header logo Home Page Call To Action block Feature Box 1 2 and 3 Copyright DonorShops com 2015 All rights reserved SS DonorShops com CMS eCommerce amp Membership Platform User Manual Element Header Logo Body Background Call To Action Feature Block 1 2 3 Contact Info Stay In Touch Notes Use this field to insert or update your organizational logo This is the logo that appears at the top of your DonorShops pages There is another logo that may appear in the footer but that one is controlled in the Footer Contact Info block The body background color image parameters allow you to specify either a background color or an image for the main background that will appear behind page and other content on your site If you are applying a pattern background consider using a small image e g 100 x 100 px The image will automatically be tiled This element by default contains a button which you can link to other content in your site To set a link for this button e Select the button text e Click on the hyperlink look
108. x Stay in Touch Box Social lcons DonorShops com CMS eCommerce amp Membership Platform User Manual Administrative Interface The DonorShops responsive JPanel interface is where you will administer your DonorShops com eCommerce platform This interface uses a responsive layout that will resize to facilitate use on a mobile device or tablet Your Organization Name amp Mark Help Menu item Dashboard Additional access reSOUrRCES Content l Feeds 21 eCommerce S Accounts lhl Reports e amp Files L Site Design Administration Dashboard New Look Same Great Technology We ve given DonorShops a facelift Your admin panel is now easier to use from any device even on the road Copyright DonorShops com 2015 All rights reserved SS 11 DonorShops com CMS eCommerce amp Membership Platform User Manual Dashboard The DonorShops administrative interface Dashboard contains e An information block where we can keep you in the loop e Widgets to give you a quick snapshot of system activity The current set of widgets include o The number of incomplete orders currently in your DonorShops system o The current sales total for this month o The total amount of cloud storage you are using o The number of user accounts e A sales graph to give you an overview of recent sales activity on your DonorShops system New Look Same Great Technology We ve given DonorShops a facelift Its n
109. y Logged in account holders can view both their shop giving history and also their DPO giving history here Forgot Your Password Valid account holders can use this page to request a password reset email Copyright DonorShops com 2015 All rights reserved SS 25 DonorShops com CMS eCommerce amp Membership Platform User Manual Products The main products screen lists all available products Any donation item event and items for sale are all considered to be Products to DonorShops Use this screen to e Add and update products e View and update product images e Edit product descriptions prices etc Product List Screen Products If you change filter options don t forget to click the Filter List button Meed to invoke the filtering Category Code Name Any Clear Filter Change number of records displayed per page Quick Search Name gt Filter Custom Field Delete Check Q Kies in Email Notification Q 443DE5D View product Donation image Q OD 7870C E Gndle Rand McNally Bible Atlas eBooks Q 45AA35D Downloadable Content All Note that the new DonorShops JPanel administrative interface now supports paging on some list pages and also provides inline help tips Previous ET d A d Next Product Details Screen The DonorShops Jpanel Product Details screen has also received a significant make over Tabs have been added to organize the content into sections for greater clarity e Gene
110. yle box This box allows you to enter image related CSS such as e box shadow 7px 7px 5px 888 o as shown in the example below places a drop shadow around the image e float left o floats the image to the left so text can appear to the right of it e float right o floats the image to the right so text can appear to the left of it Insert edit image Horizontal space ES There s lots of information on the web on other types of CSS styling you can apply to images Inserting Video into Page Content Video content would be stored externally e g on YouTube or Vimeo or whatever and you would add these to your page or product content window using the video insertion icon Copyright DonorShops com 2015 All rights reserved SS 18 DonorShops com CMS eCommerce amp Membership Platform User Manual B J WV S Heading1 FontFamiy FontSzes ZE SH ee m Il e 24 This will open the video insertion window and allow you in insert either a video URL link or the embed code Insert edit video x General Embed Altemative source R Foster R X w Constrain proportions Ok Cancel Featured Items amp New Arrivals Don t let your site get stale Changing Featured amp New Items is as easy as clicking a check box ina Product Detail screen Change these items frequently Banner Images The banner images that appear on your DonorShops com eCommerce platform home page are controlled under Home Page Banners
111. yright DonorShops com 2015 All rights reserved 3 DonorShops com CMS eCommerce amp Membership Platform User Manual Orders Dv ee en GE 65 Orders Ee unn GE 65 DP Gift Reconciliation Report 65 DP Donor Reconciliation Report 66 Product Stock Levels Report M 66 Abandoned Carts FRODOL dE 66 Don rShops Account WO e n EE 67 Personal Information GecurttvlControl esses nennen 68 Foo EM ec 68 miel d 68 JU Ha o o RENE RRR 70 Oe WE tee d GT E auaeencsanete 70 Accounts Administrative Intertace 71 Bu ec NE 71 Account Details Screen EE 72 Cart Create an ACCOUNT eene Ee EE senses 73 DonorPerfect Donor ID Changes n nnennennennsnrenrsnrerrrrnrrrrrnrrrrrrrrrnrrnrrnrnnrrnrrnrrnrrnrrnrennne 73 Getting Started with DonorShops Accounts 74 DonorShops Membership DE 15 DonorShops Membership Setup Overview ccccecceecceccecceeceeeeeseeceeeseeeaeeseeseeeeeseeseeeseeseeegeeseees 75 Membership Configurati N uniia caia 76 DonorPerfect Membership Levels TT DonorShops SHOP Membership Levels ccccccceccseeceeceeeseeceeeeeeeeceeeseeeeeseeseeeseeaeesaes 77 Membership Administration E 78 Membership LGV CIS cet 18

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