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AllotherfieldsaresettoInactiveandcanbe
changed.
CustomProfile
Fields
Supportedforsmartphones.
StandardEvent
Fields
Bydefault,allfieldsexceptMatchingGifts
informationaresettoInactiveandcanbe
changed.
MatchingGiftsanddonordesignationsarecur-
rentlynotsupportedformobiledonation
forms.
CustomEventFields
Supportedforsmartphones.
ChangingFieldSettings
Forthefieldsyoucanchange,youcansetthemtothefollowing:
l
Activeifyouwanttoshowthefieldontheformbutnotmakeitarequiredfield.
l
Requiredifyouwanttoshowthefieldontheformandmakeitarequiredfield.
Ifyoucannotchangethestatusofafield,itisbecausethefieldisnotavailableforsmartphones.Forexample,
MatchingGiftsiscurrentlynotsupportedandyoucannotchangethefield’sstatus.
EnablingSmartphoneDetectionforanEventSite
ToallowsupporterstomakedonationsandregisterfromtheirsmartphonesforaspecificThonevent,youmust
activatethemobiledonationandregistrationforms.Ifnecessary,youcanalsocustomizetheforms.
EnablethesmartphonefunctionalityviaWebsiteFeatures.Bydefault,thecheckboxestoactivatethemobile
homepageandformsareselectedforallnewThoneventsites.Ifyouwanttoenablesmartphonefunctionality
forexistingevents,youmustmanuallyupdatethem.
Tocustomizethemobileforms,selectCustomizeFormsfromtheevent'sWebinfoChecklist.AccesstheMobile
DonationFormandMobileRegistrationFormsunderWebsiteForms.WhenyouclickSelectfortheformtypes,
youcanactivateandrequireallfieldsyouwanttoshowonthemobileforms.Duetosmartphonememory
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Delete a page from a pdf - remove PDF pages in C#.net, ASP.NET, MVC, Ajax, WinForms, WPF
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limitations,limitthenumberoffieldsyouincludeinmobileforms.Somesmartphonesconfigurationsmayfailif
youincludetoomanyfieldsontheform.
} Enablesmartphonedetectionforaneventsite
UsethisproceduretoenablesmartphonedetectionforaThoneventsite.
Note:ThisfeatureiscurrentlyonlyavailableforThonevents.
Prerequisites
l
YouhaveadministratoraccesstotheaccountorVirtualAccount
l
TheThoneventsiteisalreadycreatedandyoucanaccessit
Starting
point:
YouareloggedintotheaccountorVirtualAccountasadministrator.
TheKinteraThonpageisdisplayed.Ifnot,selectCommunities>Special
Events>FriendsAskingFriends>KinteraThon.
1.
Highlighttheevent’snameandthenselectWebsiteInfotoopentheWebinfoChecklistpage.
2.
UnderEventCustomization,clickWebsiteFeaturestoopentheWebsiteFeaturespage.
3.
UnderDetectandforwardMobileDevicestoMobileForms,selectthecheckboxesforMobileDonation
Form,andMobileHomePageandMobileRegistrationForm.TheMobileDonationFormcheckboxis
selectedbydefaultforallnewThoneventsites.
4.
UnderDonationButtons,specifythedonationlevelsforthemobileformbuttons.Donationlevel
amountsappearasbuttonsonmobilephonestomakethemeasierforuserstoselect.Onregistration
forms,thebuttonsappearintheAdditional Donationssection.Ondonationformstheyappearunder
SelectAmount.Select:
l
Useeventdonorgivinglevelstousetheevent'sdonationlevels.Ifnecessary,clickConfigureto
definetheeventlevels.
l
Usecustombuttonstousecustomamountsthatarespecifictothemobileform,andthenenter
theamounttoappearforeachbutton.Youcanenteramountsforuptosevenbuttons.For
example,entercustomamountswhentheminimumdonationamountyouacceptislowerforthe
mobileform.
Note:Buttonsdonotappearifyoudonotconfigureeventlevelsorentervaluesforcustom
buttons.
5.
ClickSavetoupdatetheeventsiteandtorefreshtheWebinfoChecklistpage.
6.
ClickWebinfoChecklistintheBreadcrumb
.
7.
VerifythatWebsiteFeaturescontainsacheckmark.
8.
ClickUpdateYourEventNow.
9.
Confirmthesiteupdate.
Todisablesmartphonedetection
1.
ClickDetectandforwardMobileDevicestoMobileDonationFormtoremovethecheckmark.
2.
Performsteps5to8above.
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C# PDF File & Page Process Library SDK for C#.net, ASP.NET, MVC
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} Createamobileform
Usethisproceduretocreateadonationorregistrationformthatwilldisplayonsmartphonesandtabletswhen
sitevisitorsaccessaThoneventsite.
Prerequisites
l
YouhaveadministratoraccesstotheaccountorVirtualAccount
l
TheThoneventsiteisalreadycreatedandyoucanaccessit
Starting
point:
YouareloggedintotheaccountorVirtualAccountasadministrator.
TheKinteraThonpageisdisplayed.Ifnot,selectCommunities>Special
Events>FriendsAskingFriends>KinteraThon.
1.
Highlighttheevent’snameandthenselectWebsiteInfotoopentheWebinfoChecklistpage.
2.
UnderAddOns,clickCustomizeFormstoopentheCustomizeFormspage.
3.
UnderWebsiteForms,clickSelectforMobileDonationFormorMobileRegistrationFormtodisplaythe
FieldSelectionpage.
IntheFieldSelectionpage,youcancustomizeStandardProfileFields,StandardEventFields,andCustom
EventFieldsformobiledonationforms.
4.
Completethestepsbelowtocreatethemobileform.
Step1:Selectformfields
Althoughyoucanaddasmanyfieldsasyouwanttoamobileform,werecommendthatyoulimitthenumberof
fieldstoonlytheonesnecessarytocollectdonationandregistrationinformationfromsitevisitors.Thisisdueto
smartphonememorylimitations.Additionally,whenyouselectStandardEventFieldsforthemobiledonation
form,youcannotchangethesettingsforMatchingGifts,whicharesettoInactivebecausetheformdoesnot
currentlysupportmatchinggiftsormultipledonordesignations.
Note:Themobiledonationformcurrentlydoesnotsupporttheprimaryandsecondaryphotoprofilefields.
1.
ForeachfieldontheStandardProfileFields,StandardEventFields,andCustomEventFieldstab,select
oneofthefollowingoptions.Ifafieldisgrayedout,itmaybeasystem-requiredfieldthatyoucannot
changeorafieldthatrequiresadditionalsettingsbeforeyoucanselectit.Forexample,LastNameisa
systemrequiredfieldonadonationform.
l
ClickInactiveifyoudonotwantthefieldtoappearontheform.
l
ClickActiveifyouwantthefieldtoappearontheform,butnotmakeitarequiredfield.
l
ClickRequiredifyouwantthefieldtoappearontheform,andmakeitarequiredfield.Anasterisk
(*)appearsnexttothefield’snameontheformtoindicateitisrequired.
l
TheRead-onlycolumnisgrayedoutforThonevents.
l
TheRead-onlyonprofileformisavailableonlyinThonandonlyforStartaTeam,JoinaTeam,
andJoinasIndividualforms.
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VB.NET PDF Page Insert Library: insert pages into PDF file in vb.
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Note:ThisoptiondoesnotappearwhenyouconfiguretheMobileRegistrationFormbecauseit
usestheRead-onlyonProfileFormselectionsfromtheStartaTeam,JoinaTeam,andJoinas
Individualforms.
l
DataTypeshowsthetypeofinformationthefieldaccepts.Forexample,avisitorcanentertextina
textbox,selectanitemfromamenu,selectacheckbox,orselectanoption.
l
ClickSetDefaulttoestablishadefaultforafield.Intheresultingwindow,enterthedefault
informationyouwanttoappearintheformfield.Forexample,ifyouwantthedefaultforthefield
TitleinStandardProfileFieldstoalwaysbeMr.,thenyouwouldselectMr.
2.
ClickSavetoacceptthechangesandtodisplaytheAdd-Onspage.
3.
EnablesegmentationandeNewsletteroptionsonthemobiledonationformasdescribedinstep2below.
Step2:EnablesegmentationandeNewsletteroptionsonamobiledonationform
Note:SegmentationandeNewslettersettingsareoptional.Ifyoudonotwanttoenabletheseoptions,goto
step4inthisprocedure.
1.
IntheAdd-Onspage,iftherearesegmentsoreNewslettersoptions,addthemtothemobiledonation
formasfollows:
a.
ForSegmentationSelection,clickHierarchicalTreeStructureorColumnStructuretospecifyhow
segmentswillappearonthemobiledonationform.SegmentsappearunderYourInterestArea
(youcanchangethislabellater).
b.
Expandtheappropriatesegmentorauto-segmentcategory,andthenselectthecheckboxforthe
segmentyouwanttoaddtotheform.ItwillbeaddedtotheDisplayOrderforSegmentCategories
orCurrentlySelectedAutosegmentCategoriestextbox.
c.
Repeatthesestepsforallsegmentsyouwanttoaddtothemobiledonationform.
2.
ToshowtheeNewsletterSign-upfieldontheform,clickActivefortheeNewsletter.Thisisthedefault
setting.Or,clickInactiveifyoudonotwanttoshowthefieldontheform.
Note:TheeNewlettersyouselectwillappearunderSubscribetooureNewletter!onthemobiledonation
form.Youcanchangethislabel.
3.
Selectthedoubleopt-incheckboxifyouwantdonorstoconfirmsigningupforaneNewsletter.
4.
ClickSavetoacceptthechangesandtodisplaytheFieldOrderandLabelTextpage.
5.
Specifyhowfieldswillappearonthemobiledonationform,andaddlabelstofieldgroupsasdescribedin
step3below.
Step3:Specifyhowfieldswillbedisplayedonthemobileform
Thefieldsyoushowontheformwillbegroupedaccordingtothetypeofinformationbeingcollected(for
example,donor’spersonalinformationsuchasaname,address,phone;paymentinformation;billingaddress;
andsoon).Youcanchangethetitle(label)foreachformgroup,aswellasaddadditionalspacingandahorizontal
linebeloweachgrouptoseparatetheinformationandmaketheformvisuallyappealing.
1.
IntheFieldOrderandLabelTextpage:
a.
ForFormDescription,enteranyinformationyouwanttoaddtothebeginningofthemobileform
(forexample,whattheformisfor).
b.
ForFormTitle,enterthelabelthatwillappearatthetopoftheform.
c.
Foreachformfieldgroup(forexample,Supporter,Paymentfields,andsoon),enterthe
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VB.NET PDF delete text library: delete, remove text from PDF file
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appropriatelabelyouwanttoshowontheform.Ifyouareusedtoseeingafieldgroupina
donationformanddonotseethegroupinthemobiledonationform,itisbecauseitisnot
supportedformobiledonationforms.
d.
SelecttheInsertLineSeparatorcheckboxifyouwanttoseparateeachfieldgroupontheformwith
ahorizontalline,andthenspecifytheline’slengthbypercentage(25%isashortlinethatis
centeredontheform,and100%extendsthelinehorizontallyacrosstheform).
e.
SelecttheInsertLineBreakscheckboxifyouwanttoaddspacesafterthehorizontalline,andthen
selectthenumberofspaces.
f.
ForSectionNote,enterdescriptivetextthatwillappearbelowthefieldgroup’slabel.Firstselecta
field,andthenuseTop,MoveUp,MoveDown,andBottomtorepositionit.
g.
ForFormFootnote,entertheinformationyouwanttoshowatthebottomoftheform(for
example,Thankyouforyourdonation).
h.
ForSubmitButtonLabel,enteranewlabelforthisbuttonifnecessary.
2.
IfyouwilltrackthemobiledonationformwithGoogleAnalyticsEcommerceTracking,pastethecode
snippetintheGoogleAdWordstextbox.Forinstructions,seeAddaGoogleEcommerceTrackingcode
snippettoaWebsite.
3.
ClickSavetoacceptthechangesandtodisplaytheformPreviewpage.
4.
Previewtheformtomakesureitisaccurate.Tomakechanges,clickthebrowser’sBackbutton.
5.
Whenyouaresatisfiedwiththeform,clicktheConfirmationlink(nottheConfirmbutton)toopenthe
ConfirmationpageandsetupE-mailconfirmationasdescribedinstep4below.IfyouclickConfirm,you
willreturntotheWebinfoChecklist.
Step4:SetupE-mailconfirmations
1.
IntheConfirmationpage,ifyouwanttosendadonationconfirmationE-mailtosupportersleavetheDo
notsendeMailconfirmationforthisformcheckboxunselected.Bydefault,itisnotselected.
2.
ClickSavetoacceptthechangeandtodisplaytheCustomizeFormspage.
3.
Updatetheeventsiteasdescribedinstep5below.
Step5:Toupdatetheeventsite
1.
ClickWebinfoChecklistintheBreadcrumb.
2.
IntheEventWebsiteCreationChecklist,verifythatCustomizeFormscontainsacheckmark.
3.
ClickUpdateYourEventNow.
4.
Confirmthatyouwanttoupdatetheevent.
5.
Previewthesitetomakesureitiscompletewiththeinformationyouwantsitevisitorstoseeoraccess.
6.
Testthemobiledonationformusingasmartphone.
} Createareportthatfiltersmobiledonationsorregistrations
Usethisproceduretocreateareportthatfiltersdonationsorregistrationsmadefromasmartphone.
Prerequisites
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VB.NET PDF File & Page Process Library SDK for vb.net, ASP.NET
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l
YouhaveadministratoraccesstotheaccountorVirtualAccount
l
TheThoneventsiteiscreated
l
AdonationorregistrationwasmadeviaasmartphoneandthetransactionisrecordedintheSphere
CRMdatabase
Starting
point:
YouareloggedintotheSphereaccountorVirtualAccountasadministrator.
TheKinteraThonpageisdisplayed.Ifnot,selectCommunities>Special
Events>FriendsAskingFriends>KinteraThon.
1.
Highlighttheevent’snameandthenselectReportstoopentheReportspage.
2.
ForRunquickreport,selectPeople:AllDonorsforamobiledonationreport,orPeople:Participant
Detailforaregistrationreport.
Note:IfyouarecreatingadonationreportfromReportCenter,selectInitiativeAllDonorReportfor
EventManagement.
3.
ClickRunReporttoopentheCustomizepage.
4.
ForSelectTransactionDateRange,selectthedaterangeforthereport.
5.
ForCustomizeReport,filterthereporttoincludedonationsfromsmartphonesbyenteringthe
informationbelowforGroup:
a.
Intheleftselectionbox,selectDonationFromMobileDeviceforamobiledonationreport,or
Registeredbymobileforaregistrationreport.
b.
Inthemiddleselectionbox,selectEquals.
c.
Inthethirdtextbox,enterYes.
6.
ClickNext.
7.
Ontheresultingpage,selectthecheckboxforDonationFromMobileDeviceorRegisteredbymobile
andanyotherfieldsyouwanttoincludeinthereport.
Note:IfyouarecreatingadonationreportfromReportCenter,forChooseData,selecttheDonation
FromMobileDevicecheckbox.
8.
ForShowcolumns…,arrangethecolumnsintheorderyouwouldlikethemdisplayedinthereport.
9.
ForSortingPreference,specifyhowyouwantthereporttobesorted.
10.
ClickFinish.
11.
IntheReportPreparationpage,specifywhentorunthereport(immediatelyorinthebackgroundsothat
youcancontinuetouseSphere).
Torunthereportimmediately
a.
ClickNo–Runthereportimmediatelyandwaitforittocomplete.
WhenyouselectNo,allfieldslistedundertheYesoptionwillbegrayedout.
TorunthereportinthebackgroundandbenotifiedviaE-mailwhenitisready
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a.
(Default)ClickYes
,orverifythatitisselected.
b.
ForReportName,enteranameforthisreport.
c.
TheeMailNotificationtextboxcontainstheE-mailaddressofthepersonloggedintotheaccount,
andthereportwillbesenttothisaddress.Ifnecessary,enteradifferentE-mailaddress.
d.
ForeMailMessage,enteranymessageyouwanttocommunicatetorecipientswhentheyreceive
theE-mailnotification.
e.
ForReportFormat,clickoneofthefollowingoptions:
l
ClickExcelifyouwantthereportresultstobeformattedinMicrosoftExcelformat.Itwillbe
savedwithfileextension.xls.
l
ClickCSVifyouwantthereportresultstobeformattedascommaseparatedvalue(CSV).
Thereportwillbesavedwithfileextension.csv.
12.
ClickRunReport.
IfyouclickedNoinstep9above,thereportpageopens,showingalldonationsorregistrationsmadevia
smartphones.
IfyouclickedYes,amessageappearstoinformyouthatthereportwassubmittedandwillbeprocessedin
thebackground.Howlongprocessingtakesdependsonnetworktrafficortheamountofinformationthe
reportwillcontain.Afterprocessing,thesystemsendsanotificationtotheE-mailaddressspecifiedin
eMailNotificationabove,andincludesalinkforaccessingthereport.Savethereportwhereyouwant,or
downloadandviewitimmediately.
13.
Saveandviewthereportasfollows:
a.
Tosavethereport,clickSaveandthenintheresultingpage:
i.
ForName,acceptthedefaultnameorenteranewname.Thedefaultnameisthename
specifiedinstep5above.
ii.
ForDescription,enterabriefdescriptionthatwillhelpyoutoidentifythereport.
iii.
ClickSave.
b.
Todownloadthereportintheformatsaved,performthefollowingsteps:
i.
ClickDownloadHerefortheappropriatereport.
ii.
Inthepop-upwindow,clickOpenandthenconfirmthatyouwanttoopenthereportinthe
formatsavedinstep5above.
Note:Whenyouviewamobiledonationsorregistrationsreport,theDonationfromMobileDeviceor
RegisteredbymobilecolumninthereportincludesNforalltransactionsthatwerenotmadefroma
smartphone,andYforalltransactionsmadefromasmartphone.Iftherewereprevioustransactionsinthe
databasebeforethesmartphoneimplementation,thecolumnsdisplayNfortheseexistingtransactions.
TransactionProcessingandSmartphones
Spherecurrentlysupportscreditcardtransactionsfordonationsandregistrationsmadefromsmartphones,and
processestransactionsthroughVisa,MasterCard,Discover,andAmericanExpress.SeetheGeneralSpecifications
oftheonlineHelpfileforalistofpaymentprocessorsandpaymentgatewayssupported.
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YouTubeVideosinThonEventSitesOverview
BuildaYouTube™videolibraryfromwhichparticipantscanselectvideossothattheycanmoreeffectively
promotetheirpersonalorteampagesandincreasefundraisingpossibilities.TheYouTubefunctionalityinSphere
enablesparticipantstolinktoavideofromyourorganization’sYouTubevideolibrary,orlinktotheirown
YouTubevideo.
Whenaddedtoapersonalorteampage,YouTubevideosplayinanembeddedFlashplayer(seefigurebelow).
PersonalPageexample
TeamPageexample
TheYouTubevideoimplementationinSphereconformstoYouTubespecifications.Youcanaddvideoscreatedin
thefollowingfileformatstothevideolibraryforviewingintheembeddedFlashplayerinSphere:
l
AVI(AudioVideoInterleave)inherentinMicrosoftWindows
l
.MOV(QuickTime)inherentinMacintosh
l
3GP(Cellphones)
l
.MPEG(MoviePictureExpertsGroup
l
.FLV(AdobeFlash)
l
.SWF(ShockwaveFlash)
CreateallYouTubevideosoutsideofSphere,andthenprovidetheirYouTubeURLwhenyouaddthemtothe
videolibrary.
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EnablingYouTubeinaThonEventSite
Allowparticipantstolinktoyourorganization’sYouTubevideos,orlinktotheirownvideos,intheirpersonalor
teampagebyenablingtheYouTubefunctionalityforthespecificThoneventsiteusingImageandTextLibrary
forPageCustomizationintheWebinfoChecklist.WhenyouenableYouTubevideos,thesystemaddsthe
Webpagevideofieldtotheparticipants’personalandteampages.Ifyouenablevideosandimages,thesystem
alsoaddstheDoyouwantaVideoorImagefieldtothepersonalandteampages(seefigurebelow).
WhenyouenableYouTubefunctionalityforaThoneventsite,youcan:
l
Allowparticipantscanlinktoyourvideosintheirpersonalorteampages.
l
Allowparticipantstolinkto(upload)videosfromYouTubefromtheirpersonalorteampages.
Inorderforparticipantstoaccessthevideos,youmust:
l
Addthevideostothestandardvideolibrary.
l
Enableparticipantstoaccessthevideoswhentheylogintotheirpersonalheadquartersandviewtheir
personalorteampages.
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} EnableYouTubeinaThoneventsite
AfteryouenableYouTubevideos,specifywhetheryouwillallowparticipantstolinktoyourvideos(orother
videosfromYouTube)fromtheirpersonalorteampages.
Prerequisites
l
TheEventsorAdvancedEventsfeatureisenabledintheaccount
l
YouhaveAdministrator(System)functionalaccesstotheaccountorVirtualAccount
l
TheThoneventsite(initiative)isalreadycreated
Starting
point:
YouareloggedintotheaccountorVirtualAccountasadministrator.
TheKinteraThonpageisdisplayed.Ifnot,selectCommunities>Special
Events>FriendsAskingFriends>KinteraThon.
1.
Highlighttheevent’snameandthenselectWebsiteInfo.TheWebinfoChecklistpageopens.
2.
UnderEventCustomization,clickImageandTextLibraryforPageCustomization.TheImageandText
Librarypageopens.
3.
UnderManagevideos, selectthecheckboxforAllowparticipantstoaddaYouTubeVideototheir
personalpagetoallowparticipantstoaddlinkstovideosintheirpersonalorteampages.Thecheckboxes
willbegrayedoutifyoudonotselecttheAllowparticipantstoaddaYouTubeVideototheir
personalpagecheckbox.
4.
Selectthefollowingoptions:
l
SelectthecheckboxforAllowlinkingonlytovideooptionssetbyorganizationifyouwantto
allowparticipantstoonlyselectyourorganization’svideosfromthevideolibrary.
l
SelectthecheckboxforAllowlinkingtovideooptionsselectedbytheparticipantifyouwantto
allowparticipantstoaddvideolinksfromYouTubeintheirstandardvideolibrary.Whenyouselect
thischeckbox,thesystemaddstheWebpagevideofieldtothepersonalandteampages.Ifyou
enableimagesandvideosinaThoneventsite,thesystemalsoaddstheDoyouwantaVideoor
Image?fieldtothepersonalandteampages.
Note:IfyouselectthetwolinkingcheckboxesandthendeselectAllowlinkingonlytovideo
optionssetbyorganizations,thesystemalsodeselectsAllowlinkingtovideosselectedby
participants.
5.
ClickSave.
ManagingYouTubeVideos
WhenyoubuildaYouTubevideolibraryinSphere,participantscanaccessthevideosyouallowthemtoaccess.
ThevideosinthelibraryphysicallyresideontheYouTubeWebsiteandnottheSpheredatabase.Sphereonly
maintainsarecordofavideo’sYouTubelink(itsURL).Whenthevideoisaccessed(eitherfromaparticipants
personalorteampage,orfromManageVideos)SpherewilldisplaythevideoaccordingtoitsYouTubeURLinthe
embeddedFlashplayer.
WhatYouCanManage
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Documents you may be interested
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