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(In both the Introductory and Footer Messages, you may include HTML formatting tags. You can also include images, as long as they are already uploaded to a server - reference them using complete URLs.) | (In both the Introductory and Footer Messages, you may include HTML formatting tags. You can also include images, as long as they are already uploaded to a server - reference them using complete URLs.) | ||
Title: Open Source Ecology True Fans | |||
Contribution Type: Memeber Dues | '''Title and Settings''' | ||
Start Date: (Clear) | *Title: Open Source Ecology True Fans | ||
*Contribution Type: Memeber Dues | |||
*Start Date: (Clear) | |||
'''Amounts''' | |||
*Payment Processor: PayPal Test | |||
*Contribution Amounts section enabled: (Uncheck) | |||
'''Membership settings''' | |||
*Membership Section Enabled?: (check) | |||
*Membership Types: (check all) | |||
* Require Membership Signup: (check) | |||
'''Receipt''' | |||
*Receipt From Name: Open Source Ecology | |||
*Receipt From Email: opensourceecology@gmail.com | |||
'''Tell a Friend''' | |||
*Info Page Link: http://opensourceecology.org | |||
'''Personal Campaign Pages''' | |||
*Supporter profile: Supporter profile | |||
*'Create Personal Campaign Page' link text: (clear) |
Revision as of 23:56, 15 August 2011
General CiviCRM Configuration
Administer -> Configure -> Configuration Checklist
Localization
- Inherit CMS Language
- Add all countrais and states/provinces.
Domain Information
Open Source Ecology opensourceecology@gmail.com http://opensourceecology.org
Home Address c/o 9 Galloway Court West Orange, NJ 07052 United States
Site Preferences
- Viewing Contacts and Contact Search: Uncheck Activities, Relationships, Cases, Grants and Pledges.
- Contact Dashboard: Uncheck My Contacts/Organizations, Pledges
Mapping and Geocodding
Add map provider and key.
From Email Address Options
"Open Source Ecology" <opensourceecology@gmail.com>
Payment Processor
- Payment Processor Type: PayPal - Website Payments Standard
- Name: Paypal test
To test, it's better use https://www.sandbox.paypal.com/ in Processor Details for Live Payments and a test PayPal account. Test accounts can be created in https://developer.paypal.com This place is different from your PayPal account, so it's necessary to sign up. It's possible to create test bussiness accounts to receive money, and test buyer accounts to pay.
Tags
Name: Europe Description: Resources or events in Europe Used for: Contacts, Activities, Cases.
Delete unused tags.
Groups
Add mailing list groups: OSE Europe, team-culturing, etc.
Contacts -> New Organization
Open Source Ecology opensourceecology@gmail.com http://opensourceecology.org
Home Address c/o 9 Galloway Court West Orange, NJ 07052 United States
Administer -> CiviMember -> Membership Types
Standard, Gold, Gold Extra, Platinum, and Angel.
- Name:Standard
- Description: Standard True Fan with 10$/month during 2 years.
- Membership Organization: Open Source Ecology
- Contribution Type: Member dues.
- Duration: 2 Year
- Period Type: rolling
Administer -> CiviContribute -> New contribution page
(In both the Introductory and Footer Messages, you may include HTML formatting tags. You can also include images, as long as they are already uploaded to a server - reference them using complete URLs.)
Title and Settings
- Title: Open Source Ecology True Fans
- Contribution Type: Memeber Dues
- Start Date: (Clear)
Amounts
- Payment Processor: PayPal Test
- Contribution Amounts section enabled: (Uncheck)
Membership settings
- Membership Section Enabled?: (check)
- Membership Types: (check all)
- Require Membership Signup: (check)
Receipt
- Receipt From Name: Open Source Ecology
- Receipt From Email: opensourceecology@gmail.com
Tell a Friend
- Info Page Link: http://opensourceecology.org
Personal Campaign Pages
- Supporter profile: Supporter profile
- 'Create Personal Campaign Page' link text: (clear)