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95.2. Webform Components Tab (1)

1. Components Tab

 

This section contains elements which you enable on the Webform.  Click on and drag the element from the Disabled Components section to the Build Your Form section above to enable it.

 

 

 

Basic Info (default element that is required)

 

Form Field column: The available fields for selection for the form.

Visible column: Activates the field to be displayed on the form.

Required column:  Enables a red asterisk next to the field, requiring the field to be filled in.

Default Donation column: Locks the field so it cannot be edited.

Label Name column:  The field name that appears on the form.  These can be edited if the field needs to be renamed.

 

 

 

 

Group Options

 

 

Add A Group Category

 

Select the category name that the group belongs to.

From the Group Category to Add drop-down select the category you wish to use.  Note you can select more than one category.

 

Selected Categories

Lists the categories chosen from the category selection above.

 

 

There are 4 columns for these category listings:

Label: The name of the category (can be edited)

Description: Text that can be entered and will appear below the Label on the Webform.

Selection:  Controls how the group names will be displayed on the Webform.  Choose from either Multi-Select (selections appear with check boxes) or Single-Select (selections appear as a dropdown).

Type: Controls the display of group names in Multi-Select or Single-Select format.  Single-Select has the additional option of Radio Buttons type. 

 

Also, the red 'X' button will remove a group category from this section.

 

Credit Card Donation

This allows for the option to process credit card transactions through the Webform.

 

 

Section Title: Allows for a custom name to be entered in the field to be used instead of the default Credit Card Donation.

Instructions: Enter text into this field to provide information that will appear below the Section Title.

 

Account: Select the Bank Account to be used that is associated with a Filing Committee.

Type: Allows for choosing the contribution type for the transaction (ie. Credit Card, Check, Cash, etc.)

 

Period: Allows for choosing the election period for the transaction.  Checking the box next to Automatic Year Change will update the period to current election period.

Recurrence: Allows for a One-Time or Recurring donation or Both. Note if Recurring or Both are selected a Contribution Duration option will be enabled which will allow for 1 Year, 2 Years, Forever or a Specific Date to be selected.

 

Source: Allows for selection of a Receipt Source (Found under Settings > Global Transaction Defaults > Receipt Source)

Advocate: Allows for the selection of an Activated Advocate (Found under Settings > Advocate Administration)

 

Default Donation: Allows for a specific donation amount to set as the default.  Checking the Read Only checkbox will lock the Amount field for the donor so they cannot change the amount that is set as the Default Donation.

Donation Limit: Allows for an amount to be set as the donation limit .   If  a donor enters an amount over that limit a message will appear that states the donation will put it over the limit by 'x' amount.

 

Pledge Program

 

  

Basic Options

 

Section Title: Allows for a custom name to be entered in the field to be used instead of the default Pledge Program.

Instructions: Enter text into this field to provide information that will appear below the Section Title.

Select Pledge Program: Choose a pledge program from the drop-down which are pulled from File > Pledge Programs.  The pledge program's pledge template is what is displayed on the form.

 

Display Other Options (Can be enabled or disabled)

 

Label: The name of the alternate option to a pledge program (can be edited)

Description: Text that can be entered which will appear below the Label on the Webform.

 

Pledge Program Confirmation and Group Assignment (Can be enabled or disabled)

 

Category: Drop-down selection for Group Category.

Group: Drop-down selection for Groups based on the Category that is selected.

Label Text: The name of the group an individual would be assigned to which will appear on the form with a check box.

Description: Text that can be entered which will appear above the Label text on the Webform.

 

I Do Not Wish To Contribute At This Time (Can be enabled or disabled)

 

Text To Display: Field name that can be edited.

Category: Drop-down selection for Group Category.

Group: Drop-down selection for Groups based on the Category that is selected.

 

Enable 'Previous Pledge' Message (Can be enabled or disabled)

 

Previous Pledge Text: Field for entering text to display with the previous pledge amount, which can be edited.

Offline Donation

A printable form option for offline donors.

 

 

Offline Donation

Section Title: The name of the Offline Donation (can be edited)

Donation Instructions: Text that can be entered that will appear below the Section Title.

 

 

Donation Form

Section where the offline donation form is created or uploaded.  It will appear with a Print button on the form.

Notes

Allows for the notes section to appear at the bottom of the Basic Info fields.

 

 

Additional Notes

Label Name: Allows for a custom name to be entered in the field to be used instead of the default Additional Notes.

Note Category: Drop-down selection of note categories available in individual records.

Note Sub-category: Drop-down selection of note sub-categories available in individual records.