Author: Kristenson, Joel

Last Updated: 2016-08-23

Overview

 

This article will guide you through detailed steps on how to integrate your website with your Trail Blazer database (i.e. volunteer signup form, email signup, online donations).  It will teach you how to implement attributes with your signup forms, generating the iFrame code using our iFrame Wizard and finally pasting that code into your website where you can begin collecting data back into your database.

Outline

#1  Setup Your Online Donation Form and Integrate to your Website with IFrame Wizard

#2  Setup Your Online Volunteer Signup Form (with Custom Attributes)

#3  Setup Your Email Signup Form

#4  Related Resources

 

NOTE:  Use the Ctrl+F hot key to quickly jump to different sections of this tutorial. (Ex: Search “#4” to get to related resources).

 

#1 Setup your Online Donation Form and Integrate to your Website with IFrame Wizard

(This article assumes you have security access to the System Manager branch.)

Navigate to the website configuration window by following Application Menu > System Manager > Settings > Website Configuration

 

 

Click the Donations tab and the Page Setup sub-tab.

 

 

This is where you can customize much of your donation form by toggling features on and off i.e. Is email required, show honor of, disable captcha etc.  In this location you can also decide if you want to show a security disclaimer, choosing if you want to use the default or your own.

Here’s a list of everything else you can control from the Page Setup window:

    - Is Federal Required (Employer/Occupation)

    - Is Email Required

    - Show Other Amount

    - Show Donation Level Description

    - Show Restricted Funds (Allocations)

    - Disable Captcha

    - Show Comments

    - Show Honor of

    - Show Middle Name

    - Show Nick Name

    - Show Donation Ticker (Ticker Size, Ticker Start Date & Ticker Style)

    - Support Recurring Donations (Style (Drop-down VS Radio Buttons) and the Vanco Post URL)

    - Amount Box Label

    - Button Label

    - Show Attributes Component

    - Show Lawn Sign Component

Below is a picture of the customizations you can control (listed above):

 

 

NOTE:  After making any changes to your online forms you must [Save] in the bottom right of the window and you must click the blue link in the top right that says Click here to refresh your web pages using updated specifications.  The image below displays this sequence.

 

 

After you have adjusted your settings in the Page Setup sub-tab you can navigate to the Donation Amount sub-tab if you want to control specific donation amounts and amount descriptions as well as the order they will display on your website.