OSE Microfunding Proposal/Implementation/CiviCRM

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General CiviCRM Configuration

Configuration Checklist

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

Ref: http://wiki.civicrm.org/confluence/display/CRMDOC40/PayPal+Website+Payments+Standard+and+Recurring+Contributions

  • 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.


Synchronize Users to Contacts

Administer -> Manage -> Synchronize Users to Contacts

Yes

New Organization

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

Membership Types

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

Contribution pages

(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.)

True Fans

Administer -> CiviContribute -> New contribution page

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)

Thank-you and Receipting

  • Receipt From Name: Open Source Ecology
  • Receipt From Email: opensourceecology@gmail.com

Tell a Friend

Personal Campaign Pages

  • Supporter profile: Supporter profile
  • 'Create Personal Campaign Page' link text: (clear)


Administer -> CiviContribute -> New contribution page

Title and Settings

  • Title: Open Source Ecology Donate
  • Contribution Type: Donation
  • Start Date: (Clear)

Amounts

  • Payment Processor: PayPal Test
  • Contribution Amounts section enabled: (check)
  • Recurring contributions: (check)
  • Allow other amounts: (check)

Thank-you and Receipting

  • Receipt From Name: Open Source Ecology
  • Receipt From Email: opensourceecology@gmail.com

Tell a Friend

Reports

Reports -> Create Reports from Templates -> Membership Report (Summary)

  • Change Title and Description.
  • Available for Dashboard?: (Check)
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