{"id":60,"date":"2014-05-16T01:26:39","date_gmt":"2014-05-16T01:26:39","guid":{"rendered":"http:\/\/cashlinqsupport.com\/helpdesk\/?p=60"},"modified":"2014-05-16T01:26:39","modified_gmt":"2014-05-16T01:26:39","slug":"giving-page-design-overview","status":"publish","type":"post","link":"https:\/\/www.cashlinqhelpdesk.com\/?p=60","title":{"rendered":"Giving Page Design Overview"},"content":{"rendered":"<p>The Giving Page\u00a0builder allows you to setup the look and feel for your Giving Page, what information you want to collect, and the communications you want to send out to your donors. For questions on how to create\/setup your Giving Page visit this <a href=\"https:\/\/cashlinqhelpdesk.com\/?p=1562\">article here<\/a>.<\/p>\n<p>&nbsp;<\/p>\n<h4>Layout &amp; Design<\/h4>\n<p>Setup the page styling for your Giving Page like the background and foreground color and the button styling.\u00a0 You can also save and load page styles as templates that can be used on additional pages later.<\/p>\n<p>&nbsp;<\/p>\n<p><strong>Templates<\/strong><\/p>\n<p>You can upload a previous layout template into the page designer by selecting Load next to the template name.\u00a0 You can edit an existing template by selecting Edit next to the desired template.\u00a0 Select Delete to remove a previously saved template.<\/p>\n<p>&nbsp;<\/p>\n<p>To save the current page settings as a template so you can use it later, Click Save Existing Design As A Template.<\/p>\n<p>&nbsp;<\/p>\n<p><strong>Page Background<\/strong><\/p>\n<p>Page Background enables you to change the background (outer border) settings.<\/p>\n<ul>\n<li>Background Image:\u00a0 You can use an image for the outer border.\u00a0 Click + Add New to upload a new image, click Select Existing icon to choose an image file from your existing library, or click the Remove icon to remove a currently selected image.\u00a0 If an image is uploaded, you can control the image repetition horizontally (Repeat Across), vertically (Repeat Down), or you can tile the image (Repeat Both).<\/li>\n<li>Background Color:\u00a0 Set the background color for the outer border.\u00a0 You can enter a Hex Color Code (if known) or select a color and shade using the color picker located to the right of the hex code field.<\/li>\n<\/ul>\n<p>Click [Apply] to save your changes.<\/p>\n<p>&nbsp;<\/p>\n<p><strong>Page Foreground<\/strong><\/p>\n<p>Page Foreground enables you to edit the inner background and font attributes.<\/p>\n<ul>\n<li>Foreground Color:\u00a0 Set the foreground color for the Giving Page.\u00a0 You can enter a Hex Color Code (if known) or select a color and shade using the color picker located to the right of the hex code field.<\/li>\n<li>Foreground Opacity:\u00a0 Set the opacity for the entire foreground so the background can show through.\u00a0 This setting affects all the foreground elements including the Header, Footer, Text, Data Fields, etc.<\/li>\n<li>Rounded Corners:\u00a0 Set the degree of roundness to the section corners.<\/li>\n<li>Border Size:\u00a0 Set the thickness of the section border.<\/li>\n<li>Border Color: \u00a0\u00a0Set the color for the section border.\u00a0 You can enter a Hex Color Code (if known) or select a color and shade using the color picker located to the right of the hex code field.<\/li>\n<li>Shadow Distance:\u00a0 Set the section shadow distance in pixels (shadow falls to the right).<\/li>\n<li>Shadow Color:\u00a0 Set the color for the shadow.\u00a0 You can enter a Hex Color Code (if known) or select a color and shade using the color picker located to the right of the hex code field.<\/li>\n<li>Font Type:\u00a0 Select a font from the drop-down menu.<\/li>\n<li>Font Size:\u00a0 Adjust the size of the font.<\/li>\n<li>Font Weight:\u00a0 Sets normal or <strong>Bold<\/strong> text.<\/li>\n<li>Font Style:\u00a0 Sets normal or <em>Italic<\/em> text.<\/li>\n<li>Font Color:\u00a0 Set the color for the font.\u00a0 You can enter a Hex Color Code (if known) or select a color and shade using the color picker located to the right of the hex code field.<\/li>\n<li>Headline Opacity:\u00a0 Set the opacity for the section headlines.<\/li>\n<\/ul>\n<p>Click [Apply] to save your changes.<\/p>\n<p>&nbsp;<\/p>\n<p><strong>Buttons<\/strong><\/p>\n<p>Set the look and feel for the buttons on your Giving Page.<\/p>\n<p><span style=\"text-decoration: underline\">All Buttons<\/span><\/p>\n<ul>\n<li>Background Color:\u00a0 Set the color for the buttons on the page.\u00a0 You can enter a Hex Color Code (if known) or select a color and shade using the color picker located to the right of the hex code field.<\/li>\n<li>Rounded Corners:\u00a0 Set the degree of roundness to the button corners.<\/li>\n<li>Border Size:\u00a0 Set the thickness of the button border.<\/li>\n<li>Border Color: \u00a0\u00a0Set the color for the button border.\u00a0 You can enter a Hex Color Code (if known) or select a color and shade using the color picker located to the right of the hex code field.<\/li>\n<li>Font Type:\u00a0 Select a button font from the drop-down menu.<\/li>\n<li>Font Weight:\u00a0 Set normal or <strong>Bold<\/strong> text.<\/li>\n<li>Font Style:\u00a0 Set normal or <em>Italic<\/em> text.<\/li>\n<li>Font Color:\u00a0 Set the color for the button font.\u00a0 You can enter a Hex Color Code (if known) or select a color and shade using the color picker located to the right of the hex code field.<\/li>\n<\/ul>\n<p><span style=\"text-decoration: underline\">Submit and Reset Buttons<\/span><\/p>\n<ul>\n<li>Size:\u00a0 Set the size for the buttons.<\/li>\n<li>Font Size:\u00a0 Adjust the size of the button font.<\/li>\n<\/ul>\n<p>Click [Apply] to save your changes.<\/p>\n<p>&nbsp;<\/p>\n<h4>Page Content<\/h4>\n<p>You can select the elements to include on your Giving Page and edit the specific settings for that element.\u00a0 To include the element, simply check the Include box.\u00a0 Select Edit next to an element in the list or in the page preview to edit that section.\u00a0 You can change the order of the sections.\u00a0 To do this, click and hold the Edit button next to the section you want to move in the page preview, then drag and drop the section in the desired location.\u00a0 A few sections are fixed on the page and cannot be moved, for instance the Payment Information will always be at the bottom of the page, followed by the Footer.<\/p>\n<p>&nbsp;<\/p>\n<p><strong>Header<\/strong><\/p>\n<p>You can include a header to your Giving Page.<\/p>\n<ul>\n<li>Background Image:\u00a0 You can use an image for the header.\u00a0 Click + Add New to upload a new image, click the Select Existing icon to choose an image file from your existing library, or click the Remove icon to remove a currently selected image.\u00a0 The ideal banner width is 900 pixels, but Qsuite will resize to fit the width, unless you check the box to maintain the original dimensions.\u00a0 If an image is uploaded, you can control the image repetition horizontally (Repeat Across), vertically (Repeat Down), or you can tile the image (Repeat Both).<\/li>\n<li>Height:\u00a0 Set the height (in pixels) of the header to accommodate your image header or add additional space for text if needed.<\/li>\n<li>Foreground Color:\u00a0 Set the color for the header.\u00a0 You can enter a Hex Color Code (if known) or select a color and shade using the color picker located to the right of the hex code field.<\/li>\n<li>Text:\u00a0 Set a title or other text that will appear in the header.<\/li>\n<li>Font Type:\u00a0 Select a font for the header text.<\/li>\n<li>Font Size:\u00a0 Set the font size for the header text.<\/li>\n<li>Font Weight:\u00a0 Set normal or <strong>Bold<\/strong> text.<\/li>\n<li>Font Style:\u00a0 Set normal or <em>Italic<\/em> text.<\/li>\n<li>Font Color:\u00a0 Set the color for the font.\u00a0 You can enter a Hex Color Code (if known) or select a color and shade using the color picker located to the right of the hex code field.<\/li>\n<li>Alignment:\u00a0 Set the header text alignment to Left, Center, or Right.<\/li>\n<li>Vertical Alignment:\u00a0 Set the header text vertical alignment to Top, Middle, or Bottom.<\/li>\n<\/ul>\n<p>Click [Apply] to save your changes.<\/p>\n<p>&nbsp;<\/p>\n<p><strong>Footer<\/strong><\/p>\n<p>You can include a footer on your Giving Page.<\/p>\n<ul>\n<li>Background Image:\u00a0 You can use an image for the footer.\u00a0 Click + Add New to upload a new image, click Select Existing icon to choose an image file from your existing library, or click the Remove icon to remove a currently selected image.\u00a0 If an image is uploaded, you can control the image repetition horizontally (Repeat Across), vertically (Repeat Down), or you can tile the image (Repeat Both).<\/li>\n<li>Height:\u00a0 Set the height (in pixels) of the footer.<\/li>\n<li>Foreground Color:\u00a0 Set the color for the footer.\u00a0 You can enter a Hex Color Code (if known) or select a color and shade using the color picker located to the right of the hex code field.<\/li>\n<li>Text:\u00a0 Set a title or other text that will appear in the footer.<\/li>\n<li>Font Type:\u00a0 Select a font for the footer text.<\/li>\n<li>Font Size:\u00a0 Set the font size for the footer text.<\/li>\n<li>Font Weight:\u00a0 Set normal or <strong>Bold<\/strong> text.<\/li>\n<li>Font Style:\u00a0 Set normal or <em>Italic<\/em> text.<\/li>\n<li>Font Color:\u00a0 Set the color for the font.\u00a0 You can enter a Hex Color Code (if known) or select a color and shade using the color picker located to the right of the hex code field.<\/li>\n<li>Alignment:\u00a0 Set the footer text alignment to Left, Center, or Right.<\/li>\n<li>Vertical Alignment:\u00a0 Set the footer text vertical alignment to Top, Middle, or Bottom.<\/li>\n<li>Include Powered by Q and Security Metrics logos checkbox:\u00a0 You can include \u201cPowered by Q\u201d and the \u201cSecurity Metrics Credit Card SAFE\u201d logos in the footer.<\/li>\n<\/ul>\n<p>Click [Apply] to save your changes.<\/p>\n<p>&nbsp;<\/p>\n<p><strong>Name and Address<\/strong><\/p>\n<ul>\n<li>Section Title:\u00a0 Set the title of the name and address section (i.e. Billing Address, Personal Information, etc.)<\/li>\n<li>Display:\u00a0 Select the display layout as well as the optional fields you want to include on the page.\u00a0 To include an optional field click and drag the arrow icon into the \u201cOn Page\u201d column in the order you want the field to appear.\u00a0 You can edit the display name for a field by typing your custom label in the text box.<\/li>\n<li>Required Fields:\u00a0 You can make optional fields required by checking the box next to included fields.<\/li>\n<\/ul>\n<p>Click [Apply] to save your changes.<\/p>\n<p>&nbsp;<\/p>\n<p><strong>Categories<\/strong><\/p>\n<p>Set up the categories you want to make available on the Giving Page.<\/p>\n<ul>\n<li>Section Title:\u00a0 Set the title of the category section (i.e. Categories &amp; Funds, Areas of Giving, etc.) and optional Donor Instructions for your donors.\u00a0 Instructional text appears below the section title, but before the category list.<\/li>\n<li>Selection:\u00a0 Check the categories from the active category list to include on your Giving Page.\u00a0 If you need to make a category active or inactive or create a new category, you can perform those functions in the Admin menu at the top of the screen.<\/li>\n<li>Order:\u00a0 You can order the categories in how they will appear on the Giving Page.\u00a0 Note- some layouts order subcategories in alphabetical order only.<\/li>\n<li>Style:\u00a0 Set the display format for your category list and view examples of each.\u00a0 You can choose a single list, drop down selection, set amounts, or display a single category.\u00a0 An example of each style is displayed when you select them.\u00a0 If the ordering of categories has no effect on a particular style, it will advise you when selected.<\/li>\n<\/ul>\n<p>Click [Apply] to save your changes.<\/p>\n<p>&nbsp;<\/p>\n<p><strong>Recurring Donations \u2013 Frequency and Duration<\/strong><\/p>\n<ul>\n<li>Section Title:\u00a0 Set the title for the frequency and duration section.<\/li>\n<li>Dates:\u00a0 Use the checkboxes to allow transactions to be scheduled to run on a future date when submitted, and\/or remove the duration options from recurring.\u00a0 If the second option is checked, then recurring transactions will run indefinitely until cancelled.<\/li>\n<li>Display:\u00a0 Use the check box to allow recurring transactions on the Giving Page.\u00a0 If checked, then select your display, frequency, and duration options.<\/li>\n<\/ul>\n<p>Click [Apply] to save your changes.<\/p>\n<p>&nbsp;<\/p>\n<p><strong>Honorarium<\/strong><\/p>\n<p>Add an honorarium\/memorial giving section to allow donors to give in honor or memory of someone.<\/p>\n<ul>\n<li>Section Title:\u00a0 Set the title of the honorarium section.<\/li>\n<li>Setup:\u00a0 Set the drop down list title and the individual drop-down selections using the (+) and (-) buttons and text fields on the right.\u00a0 There is an optional checkbox that you can include on your Giving Page that flags you to notify the recipient of the honorarium that a donation has been given in their honor.<\/li>\n<li>Fields:\u00a0 Check the fields for the information you want collected for the honorarium.\u00a0 You can edit the field labels by typing in the field text box.<\/li>\n<\/ul>\n<p>Click [Apply] to save your changes.<\/p>\n<p>&nbsp;<\/p>\n<p><strong>Payment<\/strong><\/p>\n<p>Select the payment options available for your Giving Page.<\/p>\n<ul>\n<li>Section Title:\u00a0 Set the title for the payment section (ie. Payment Information).<\/li>\n<li>Payment Methods:\u00a0 Select the payment options you want available on your Giving Page and customize the labels of the payment fields as needed.\u00a0 Note- if no payment option is selected, Debit\/Credit Card information will be collected on the Giving Page as a default.<\/li>\n<\/ul>\n<p>Click [Apply] to save your changes.<\/p>\n<p>&nbsp;<\/p>\n<p><strong>Login Portal<\/strong><\/p>\n<p>You can display the Profile account login\/creation portal where donors can see their stored accounts and giving history.<\/p>\n<p>&nbsp;<\/p>\n<p><strong>Comments<\/strong><\/p>\n<p>Include an additional comments section.\u00a0 Note- the maximum number of characters that can be stored in comments is 500.<\/p>\n<ul>\n<li>Section Title:\u00a0 Set the title for the comments section.<\/li>\n<\/ul>\n<p>Click [Apply] to save your changes.<\/p>\n<p>&nbsp;<\/p>\n<p><strong>Custom Fields<\/strong><\/p>\n<p>Add any custom fields you want to display on your page.<\/p>\n<ul>\n<li>Section Title:\u00a0 Set the title for the custom field section.<\/li>\n<li>Select A Control Type:\u00a0 Select the type of control you want for your custom field (ie. Text field, or a List), depending on what you want to use the custom field for.\u00a0 Text fields can collect up to 50 characters on the Giving Page.\u00a0 Lists can be either Radio Buttons or Drop Down.\u00a0 Use the Add\/Remove to create your list selections, and selections can up to 100 characters in length.\u00a0 You can make a custom field required using the checkbox.\u00a0 Click -&gt; Add to List to add your custom field to the page.<\/li>\n<li>Control List:\u00a0 You can change the display order for your custom fields by click and dragging the field in the list.<\/li>\n<\/ul>\n<p>Click [Apply] to save your changes.<\/p>\n<p>&nbsp;<\/p>\n<h4>Communication<\/h4>\n<p>You can customize the communications that originate from this Giving Page by clicking Edit.<\/p>\n<ul>\n<li>New Transaction:\u00a0 The email receipt that is sent to the donor.<\/li>\n<li>Giving\/Payment Page Confirmation:\u00a0 The on-screen confirmation message that a donor sees on a successful transaction submission.<\/li>\n<li>Return URL:\u00a0 The web address for the &#8220;Return to Our Website&#8221; link at the end of a transaction.<\/li>\n<\/ul>\n<p><span style=\"color: #ffffff\">Other terms: giving page? settings? recurring? communications? recurring settings on giving page? set the background on my giving page? set the font on my giving page? change the communications on my giving page? add change the honorarium on giving page? honorarium? upload a header? upload a header to my giving page? add a picture to my giving page? add a logo to my page? add picture? upload an image?\u00a0<\/span><\/p>\n<hr \/>\n<div role=\"form\" class=\"wpcf7\" id=\"wpcf7-f1655-o1\" lang=\"en-US\" dir=\"ltr\">\n<div class=\"screen-reader-response\"><p role=\"status\" aria-live=\"polite\" aria-atomic=\"true\"><\/p> <ul><\/ul><\/div>\n<form action=\"\/index.php?rest_route=%2Fwp%2Fv2%2Fposts%2F60#wpcf7-f1655-o1\" method=\"post\" class=\"wpcf7-form init\" novalidate=\"novalidate\" data-status=\"init\">\n<div style=\"display: none;\">\n<input type=\"hidden\" name=\"_wpcf7\" value=\"1655\" \/>\n<input type=\"hidden\" name=\"_wpcf7_version\" value=\"5.6.3\" \/>\n<input type=\"hidden\" name=\"_wpcf7_locale\" value=\"en_US\" \/>\n<input type=\"hidden\" name=\"_wpcf7_unit_tag\" value=\"wpcf7-f1655-o1\" \/>\n<input type=\"hidden\" name=\"_wpcf7_container_post\" value=\"0\" \/>\n<input type=\"hidden\" name=\"_wpcf7_posted_data_hash\" value=\"\" \/>\n<\/div>\n<p>Did this article answer your question?<br \/>\n    <span class=\"wpcf7-form-control-wrap\" data-name=\"menu-810\"><select name=\"menu-810\" class=\"wpcf7-form-control wpcf7-select wpcf7-validates-as-required\" aria-required=\"true\" aria-invalid=\"false\"><option value=\"Yes\">Yes<\/option><option value=\"No\">No<\/option><\/select><\/span> <\/p>\n<p>How can we improve this article?<br \/>\n    <span class=\"wpcf7-form-control-wrap\" data-name=\"improve\"><textarea name=\"improve\" cols=\"40\" rows=\"10\" class=\"wpcf7-form-control wpcf7-textarea\" aria-invalid=\"false\"><\/textarea><\/span> <\/p>\n<p>Your Name (optional)<br \/>\n    <span class=\"wpcf7-form-control-wrap\" data-name=\"your-name\"><input type=\"text\" name=\"your-name\" value=\"\" size=\"40\" class=\"wpcf7-form-control wpcf7-text\" aria-invalid=\"false\" \/><\/span> <\/p>\n<p>Your Email (optional)<br \/>\n    <span class=\"wpcf7-form-control-wrap\" data-name=\"your-email\"><input type=\"email\" name=\"your-email\" value=\"\" size=\"40\" class=\"wpcf7-form-control wpcf7-text wpcf7-email wpcf7-validates-as-email\" aria-invalid=\"false\" \/><\/span> <\/p>\n<p><input type=\"submit\" value=\"Send\" class=\"wpcf7-form-control has-spinner wpcf7-submit\" \/><\/p>\n<div class=\"wpcf7-response-output\" aria-hidden=\"true\"><\/div><\/form><\/div>\n<p>]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The Giving Page\u00a0builder allows you to setup the look and feel for your Giving Page, what information you want to collect, and the communications you want to send out to your donors. For questions on how to create\/setup your Giving Page visit this article here. &nbsp; Layout &amp; Design Setup the page styling for your Giving Page like the background and foreground color and the button styling.\u00a0 You can also save and load page styles <a class=\"blog-more btn btn-xxs btn-primary\" href=\"https:\/\/www.cashlinqhelpdesk.com\/?p=60\">Read more<\/a><\/p>\n","protected":false},"author":4,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_mi_skip_tracking":false,"footnotes":""},"categories":[12],"tags":[],"class_list":["post-60","post","type-post","status-publish","format-standard","hentry","category-giving-pages"],"_links":{"self":[{"href":"https:\/\/www.cashlinqhelpdesk.com\/index.php?rest_route=\/wp\/v2\/posts\/60","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.cashlinqhelpdesk.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.cashlinqhelpdesk.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.cashlinqhelpdesk.com\/index.php?rest_route=\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/www.cashlinqhelpdesk.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=60"}],"version-history":[{"count":0,"href":"https:\/\/www.cashlinqhelpdesk.com\/index.php?rest_route=\/wp\/v2\/posts\/60\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.cashlinqhelpdesk.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=60"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.cashlinqhelpdesk.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=60"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.cashlinqhelpdesk.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=60"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}