This tab will allow you to control some of the General Setup requirements for your Fundly CRM Plugins.
Public Site API Key
To connect your Fundly CRM database to the Wordpress plugins you must copy your Fundly CRM Account's Public Site API Key. Please follow the steps below to find your Public Site API Key.
- Log in to your Fundly CRM Account
- If you are already logged in, Select the user dropdown and Select Account
- On the Organization Info Tab, Copy the API Key
- Paste the copied key into the Fundly CRM Wordpress Plugin field Public Site API Key
- Click Save Changes
In order to protect your registration forms, cart checkouts, and login creation from robot testing, we highly recommend that you keep the Captcha verifications on all forms. Please select one of our available Captcha Options.
Click Here to see how it works.
Simple Text Captcha
This is a Captcha checker that only requires the user to enter the text as shown. It is a common Captcha, but it is less secure than Google's ReCaptcha.
Select options that you would like to be available for user checkouts through the plugin.
Check out Method
Select a checkout method that you would prefer for your user experience
Will allow users to donate and register for events without the need for creating a user profile.
Will require your users to create a user profile prior to purchasing event tickets.
Will allow users to either checkout as a guest or they can create a user profile to keep track of the purchase history and save their payment profiles and form info.
Thank You Page
Create a Wordpress page to redirect to after successful online transactions through the plugin. If no pages is selected, as default alert box will be displayed to notify the user that their transaction has been completed.
Accepted Credit Cards
The Cards listed are all of the credit cards accepted by Stripe. If you like to not show that you accept all of these cards, simply uncheck the box by the associated credit card type. Some organizations may choose not to accept American Express cards due to a higher processing rate.
If you have selected either Both or Login Required on the General Configuration tab, then you can toggle the options that will be available to users through their user profiles.
Profile Tabs Show/Hide
Allow the user to add/edit Family Relationships to their user profile.
Manage Payment Options
Allow the user to save payment options through their user profile.
Transaction Tabs Show/Hide
Allow the user to see their past giving history.
Allow the user to manage their recurring donor profiles.
Allow the user to view their upcoming and past event registrations.
Allow the user to view/manage their membership profiles.
Login Menu Show/Hide
If you would not like to display the Login option, toggle the radio button to Off
Login/Register Header Message
This is a message that you can display to your constituents when they signup to outline why they have to or may want to create a user profile on your website.
Generally, our developer will install and style the plugin so they match the current theme of your site, but in the case that you would like to edit the styling of the plugins, it can be done here.
If you know CSS code, or if you have web developer for your website, they will be able to write their own CSS code to override the styling of the Fundly CRM Plugin.
The Shortcode API is a simple set of functions for creating WordPress shortcodes for use in posts and pages. For instance, the following shortcode (in the body of a post or page) would add a photo gallery of images attached to that post or page: [gallery]
The API enables plugin developers to create special kinds of content (e.g. forms, content generators) that users can attach to certain pages by adding the corresponding shortcode into the page text.
[gallery id="123" size="medium"]