60
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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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: Basic SDK Concept of XDoc.PDF You may add PDF document protection functionality into your VB.NET program. to edit hyperlink of PDF document, including editing PDF url links and quick
chrome pdf from link; adding hyperlinks to a pdf
58
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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28
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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52
} 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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