Click
Here to view this article as a
PDF.
Author:
Joel
Kristenson
Last
Updated: 2014-12-01
Overview
This article will walk you
through the steps to put your Trail
Blazer donation form
(iFrame) on your Facebook Page
using a free app called Woobox Custom Tab iFrame
Host.
It
requires that you have your own personal Facebook account that has admin
access to your organization’s Facebook
Page.
The article is broken into
pieces that cover the installation of this app on your Facebook Page,
creating a source attribute to track donations coming in specifically
via Facebook, and how to generate and insert your iFrame code in the
Donation tab.
Tip:
Use the
Ctrl+F hot key combination to jump to
different sections of this article (example:
“#1”, “#2” or
“Related
Resources”).
Outline
#1
Installing the
Woobox App on your Facebook Page
#2
Create a Source
Attribute to Track Donations Coming in via
Facebook
#3
How to Generate
the Donation Form iFrame Code and Insert it into the Woobox App
Tab
#4
Related
Resources
#1
Installing the
Woobox App on your Facebook Page
*This article was written
as if I’m not currently logged into Facebook, if
you’re already logged in the screenshots and steps may very
slightly.
Follow this link to the
Woobox App page on Facebook
<<https://apps.facebook.com/iframehost-a/
>>.
Click the
[Install Page Tab]
button.
This will open a new tab
asking you to log into your personal Facebook account.
*If
you’re already logged into your Facebook account you’ll bypass this
prompt.
Enter your credentials and
click [Log In].
After you log in you will
be prompted with a screen asking you what Facebook Page you want to add
the Woobox Page Tab
to.
Click the drop-down, select
the page you want to add it to, and click [Add Page
Tab].
Click the green
[Authorize the Tab Application]
button.
You’ll be prompted with a
warning that the Static Iframe Tab will
have access to some of your Facebook
information.
Click
[Okay] to
proceed.
This will bring you into
the Facebook Page that you selected earlier. It will bring up
the Welcome tab by default where you can
begin your configurations.
The two images below
display what this tab will look like by default, they have descriptions
about all the different settings, which are covered more thoroughly in
section #3.
Image 1 of 2 – Default
Welcome Tab
Image 2 of 2 – Default
Welcome Tab
Click [Save
Settings] and you’re done.
You’ll likely get a
security prompt asking for permission. Click
[Grant Permission to Application] to
continue.
You will likely get one
last prompt asking for permission for the Static Iframe
Tab to manage your Pages.
Click
[Okay].
You’re now finished
installing the Woobox Iframe Tab on your Facebook
Page.
The next section delves
into creating a source attribute to track donations coming in through
your Facebook page. The final section will show you how to
generate the iFrame code and past it into the Woobox
app.
#2
Create a Source
Attribute to Track Donations Coming in via
Facebook
This is an
*optional step in the process, but beneficial in
the fact that it allows you to more easily track where data is coming
from into your database, much like how Google
Analytics tracks visitors coming to your website.
It could also be accomplished by tying your iFrame to a
specific event, but for this example I
used an attribute.
Log into your database and
navigate to your contact list “i.e. Donors, Voters etc.”
(In this example I used a nonprofit database and opened my
Donors list.)
Click on the
Attribute tab.
Locate and expand the
Source folder.
Right-click the
Source folder and select
Insert Item.
Give your new source
attribute a name, in this example I called mine “Donation
via Facebook”.
Click
[OK].
You’re now finished with
this step.
In the next section we will
utilize the new source attribute when generating the donation form
Iframe. (Click
here to read more about creating
attributes.)
#3
How to Generate
the Donation Form iFrame Code and Insert it into the Woobox App
Tab
*You
need security
clearance to access this part of the
database.
Navigate to
WebSite
Configuration.
Click the
[Iframe Wizard] button at the
top.
IMPORTANT!
You
must select the redirect as outside of
iFrame, it will take the donor away from your Facebook Page but the
Woobox tab does not support a re-direct
page within the iFrame.
Below is a detailed
screenshot of my iFrame configurations, you may choose other options
depending on your needs.
You’ll need to use your own
thank-you page redirect URL. I
chose to assign donations coming in via Facebook to an
internal event
as well as the
source attribute created in section
#2.
Here are my iFrame settings
written out:
Select
Frame: donations.aspx
Page
Version: Version
2
International Form
Support: Yes
Allow
Scrolling: No
Width x
Height: 800px/1,600px
Redirect
Type: Redirect Thank You Page
‘outside’ of iframe. Type, RDIF=
Thank You
Page: http://www.trailblz.com/demositemarkonly/new/thankyou.html
Link To
Event: Internal Event – Donations
via Social Media
Link To
Attribute: \Source\Donation via
Facebook
Here’s my final donation
iFrame code, the text in red
would need to be
replaced with your information:
<!-- Trail Blazer
07/30/2014 -->
<iframe src="https://www.trailblz.info/DemoNonprofit_Joel/Donations.aspx?rdif=http%3a%2f%2ftrailblz.com%2fdemositemarkonly%2fnew%2fthankyou.html&eventid=49&originid=10357&ver=2&international=1"
style="width:800px;height:1600px" frameborder="0" scrolling="no"
onload="scroll(0,0)"
></iframe>
<!-- Trail Blazer
07/30/2014 -->
Click [Copy
HTML] to copy the iFrame code to your
clipboard.
Click
[OK] to close the
popup.
I would suggest saving this
in a blank text document with all of your other Trail Blazer iFrame
forms. I prefer the free
Notepad++
app
because you can save as an .html document and it helps color the code
for readability.
You’re finished with the
iFrame generation. You can close the Trail Blazer
app.
Once the code is pasted
into your Facebook page you can return to website
configuration to make modifications such
as Donation Amounts/Descriptions, select which email template to use as
an auto-responder, and many other customization
options.
Log into your Facebook
account and open your Facebook page that you
manage.
Click on the
More drop-down menu and select the Woobox
tab, by default it will be called “Welcome” I renamed mine to
“Donate”.
Later I will show how to
Manage Tabs which allows you to easily move
the order of your tabs so that *Donate*
displays right next to *About* instead of
in the More drop-down
menu.
You may be prompted with a
security warning to Authorize the app,
click the authorize button to proceed.
Copy the iFrame code you
generated and past it into the HTML source
editor.
Scroll the bottom of the
page and click [Save Settings].
If you haven’t already changed your tab name you can do so in this
location.
Scroll back to the top and
click [View
Tab]..
Below is a screenshot, if
you need to make modifications click on the
Settings tab.
At this point you’re
finished, you can navigate to your Facebook page as a *visitor* and test
out the form with a real donation over the $5.00
minimum.
On your journey to become
an iFrame guru you can find a lot of other useful information by
following the related links below. If you have any trouble
going through these different tasks please contact our support
team.
Tip:
Change the order
in which your Facebook tabs display:
Step
1
Step
2
Tip: You can use
this iFrame widget with any of the iFrames Trail Blazer
supports i.e. Newsletter Signup, Volunteer Signup,
Events…
#3
Related
Resources
Article:
Web site signup <
iframe >
Article:
Linking your Website to
your Database with Custom Online Forms
Article:
Build Your Own Custom
Signup Form (Get)
Video:
iFrames
3rd
Party Resource (Tool): Woobox Custom Page Tab
(iFrame Host)
3rd
Party Resource (Video): Create Custom Tabs with
Woobox App on Facebook Timeline
Trail Blazer Live
Support
Phone: 1-866-909-8700
Email:
support@trailblz.com
Facebook:
https://www.facebook.com/pages/Trail-Blazer-Software/64872951180
Twitter:
https://twitter.com/trailblazersoft
*
As a policy
we require that you have taken our intro training class before calling
or emailing our live support team.
Click
here to view our
calendar for upcoming classes and events feel free to sign up other
members on your team for the same
training.
*
After
registering you’ll receive a confirmation email with the instructions
for how to log into the GoToMeeting
session where
we host our live interactive
training.
*
This service
is included in your
contract.