Setting up the Payment Type in the Donations Module

Apr 27, 2014 11:32 am

Payment Type
The main question to consider when setting up the Donations Module is how payments will be accepted. This module can work with with PayPal, another payment gateway such as Authorize.net, or both.

Option 1: Setting Up PayPal
When setting up PayPal, donations can be set up so the payment amount is entered either on the Paypal side or on a Freedom form.

To let users enter the donation amount on the PayPal side:

  1. To use PayPal with the Donations Module, you'll need a PayPal Merchant account ID. You can sign up for one here. To set up your account in Freedom, go to Green > Modules, edit Forms and you'll see a PayPal ID field. Enter your PayPal Merchant ID.
  2. Next, you can enable the PayPal "Donate" button for each donation campaign. To do so, go to the Layouts Module, Modules tab and edit the default Donations lister (and any other module layouts you plan on using for donations). Make sure that the [[paypal_donate_button]] tag has been added to the layout. The default lister layout contains a conditional statement to show visitors a "thank you" message instead of the button if they have already made a donation for the campaign.
  3. Now, you can switch to the Blue Interface and create a donation campaign by going to the Donations Module and clicking the Add Donation Campaign button and entering information about the campaign. Visitors to your site will now be able to use PayPal to make donations.

To let users enter the donation amount on a Freedom form:

  1. To use PayPal with the Donations Module, you'll need a PayPal Merchant account ID. You can sign up for one here. To set up your account in Freedom, go to Green > Modules, edit Forms and you'll see a PayPal ID field. Enter your PayPal Merchant ID.
  2. Switch to the Blue Interface and create a donation campaign by going to the Donations Module and clicking the Add Donation Campaign button and entering information about the campaign.
  3. The last step is building a form that people can use to make credit card donations. Go to the Forms Module and build a form with the necessary fields for visitors to check out using a credit card (method, card, owner, number, cvv and expiration). There are two additional fields you'll need to add:
    a. The [[paypal_donate_button]], which is under the field type "Credit Card." This is a hidden field. Its value may be blank.
    b. The donations_campaign field, which is a "Donations" field type. Make this field hidden unless the form is to be used for multiple campaigns, in which case you should make it a combobox allowing visitors to select which campaign to donate to. Make sure that in the Options List, for "internal name," that campaign names are entered exactly as they appear in the Donations Module.
    c. A total_payment field, which is a "Credit Card" field type. Make this field a textbox if you want to allow donors to specify the amount that they want to donate themselves. If you want to give visitors a list of options for the amount they'd like to donate, make this field a combobox.

Option 2: Setting Up a Payment Gateway

  1. Set up the payment gateway by going to Green > Modules, editing the Commerce Module and filling out the Credit Card section.
  2. Next, you can enable the "Donate Now" button for each donation campaign. To do so, go to the Layouts Module, Modules tab and edit the default Donations lister (and any other module layouts you plan on using for donations). Make sure that the [[gateway_donate_button]] tag has been added to the layout.
  3. Switch to the Blue Interface and create a donation campaign by going to the Donations Module and clicking the Add Donation Campaign button and entering information about the campaign.
  4. The last step is building a form that people can use to make credit card donations. Go to the Forms Module and build a form with the necessary fields for visitors to check out using a credit card (method, card, owner, number, cvv and expiration). There are two additional fields you'll need to add:
    a. The donations_campaign field, which is a "Donations" field type. Make this field hidden unless the form is to be used for multiple campaigns, in which case you should make it a combobox allowing visitors to select which campaign to donate to. Make sure that in the Options List, for "internal name," that campaign names are entered exactly as they appear in the Donations Module.
    b. A total_payment field, which is a "Credit Card" field type. Make this field a textbox if you want to allow donors to specify the amount that they want to donate themselves. If you want to give visitors a list of options for the amount they'd like to donate, make this field a combobox.