The e-Business Control screen allows you to specify the gifts that web users can donate to on your website. For more information, please see Fundraising Gifts on the Web.
To set up the e-Business controls:
1. Using
the Fundraising Manager persona, from the Personify360 main toolbar, select
Fundraising Setup > Gift Setup.
The Gift Code Maintenance search screen displays.
2. Click Search to find a gift or click Create New Gift Code.
3. From the
eBusiness Links task category, click eBusiness Control.
The eBusiness Control screen displays, as shown below.
4. Click Add eBusiness Control.
5. From the Display Settings section, define the following information:
a. If necessary, check the Display on Web checkbox.
b. If necessary, check the Allow Purchase from the Web checkbox.
c. If necessary, check the Allow Bill-Me checkbox.
d. If necessary, check the Display Shipping Options at Checkout checkbox.
e. Select the dates in which you want the product to display on the web from the Web Display Dates drop-down.
f. If necessary, enter the organization’s optional product-specific URL in the Gift URL field.
6. From the Promotional Settings section, define the following information:
a. If necessary, check the Featured Gift checkbox.
b. Select the dates in which you want the gift to display as a featured gift on the web from the Featured Gift Dates drop-down.
c. If necessary, enter the Sort order.
7. The Brief Description Text field is read-only. For more information, please see Adding a Fundraising Gift Brief Web Description.
8. The Long Description Text field is read-only. For more information, please see Adding a Fundraising Gift Long Web Description.
Screen Element |
Description |
---|---|
Add eBusiness Control |
Button. Click this button to enable the fields on the eBusiness Control screen. |
Display Settings |
|
Display on Web |
Checkbox. By default, when you click "Add eBusiness Control", this checkbox is checked. Uncheck this checkbox if you do NOT want this gift to display on the web. |
Allow Purchase from the Web |
Checkbox. By default, when you click "Add eBusiness Control", this checkbox is checked. Uncheck this checkbox if you do NOT want web users to be able to add this gift to their shopping cart.
|
Allow Bill-Me |
Checkbox. Check this checkbox ff you would like to enable the “Bill-Me” feature, which allows web users to buy a product and not pay for it before logging out. If checked, the web user will receive an invoice for payment. For more information, please see Bill-Me Later Setup. |
Display Shipping Options at Checkout |
Checkbox. Check this checkbox if you want to display the logged in user's shipping address on the Payment Information step of the online donation control wizard. Shipping information is only applicable if a shippable premium has been defined for the campaign associated with the gift. |
Web Display Dates |
Date drop-down. From the first drop-down, specify the date on which you would like the product to begin displaying on the web. Optionally, from the second drop-down, specify the date on which you would like the product to stop displaying on the web. |
Gift URL |
Text box. Enter the organization’s optional
gift-specific URL in this field. The
maximum number of characters that you can enter for this field
is 150. If you enter more than 150 characters for this field,
it will NOT display on the web. If you need to increase the limit,
in your installation in the URL user defined data type, increase
the varchar limit. Please note that when you upgrade, the altered
user defined data type may revert back to 150. When defined, on the web, when a web user clicks a gift's hyperlink, depending on what page he/she is on, the following occurs: · If the web user is on the Checkout page, Shopping Cart page, or Order Summary page and clicks a product's hyperlink or image, a new tab opens in your web user's browser with the URL defined in this field. · If the web user is on the Full Product Listing page and clicks a product's hyperlink, he/she is redirected to the Product Detail page.
|
Web Shipping Message |
Drop-down. This field is not applicable for FND gifts. |
Promotional Settings |
|
Featured Gift |
Checkbox. Check this checkbox if you want to feature this gift on the web. Featured gifts display in the Promotional Products Featured control. For more information, please see Configuring the Promotional Products Featured Control. |
Featured Gift Dates |
Date drop-down. From the first drop-down, specify the date on which you would like the gift to begin displaying as a featured gift on the web. Optionally, from the second drop-down, specify the date on which you would like the gift to stop displaying as a featured gift on the web. |
Sort order |
Text box. This determines the order in which you want this gift to display. Gifts with the lowest sort order will display first. |
Brief Description Text |
Read-only. Displays the brief web description as defined on the Brief Description screen. For more information, please see Adding a Fundraising Gift Brief Web Description. |
Long Description Text |
Read-only. Displays the long web description as defined on the Long Description screen. For more information, please see Adding a Fundraising Gift Long Description. |
To view your product setup summary:
1. Click
the Setup Summary tab.
The following screen will display:|
2. This screen will display the following relationships:
3. Additionally, the following items will display: