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Donations Ultimate User Guide

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Page 1: Donations Ultimate · 2015-09-14 · Donations Ultimate MageWorx User Guide 4 Extension Description Donations Ultimate extension allows you to accept donations from your customers

Donations Ultimate

User Guide

Page 2: Donations Ultimate · 2015-09-14 · Donations Ultimate MageWorx User Guide 4 Extension Description Donations Ultimate extension allows you to accept donations from your customers

Donations Ultimate MageWorx

User Guide 2

Important Notice MageWorx reserves the right to make corrections, modifications, enhancements, improvements, and other changes to its products and services at any time and to discontinue any product or service without notice. Customers should obtain the latest relevant information before placing orders and should verify that such information is current and complete. All products are sold subject to MageWorx' terms and conditions of sale supplied at the time of order acknowledgment. MageWorx warrants performance of its products to the specifications applicable at the time of sale in accordance with MageWorx' standard warranty. Testing and other quality control techniques are used to the extent MageWorx deems necessary to support this warranty. Except where mandated by government requirements, testing of all parameters of each product is not necessarily performed. MageWorx assumes no liability for applications assistance or customer product design. Customers are responsible for their products and applications using MageWorx components. To minimize the risks associated with customer products and applications, customers should provide adequate design and operating safeguards. MageWorx does not warrant or represent that any license, either express or implied, is granted under any MageWorx patent right, copyright, mask work right, or other MageWorx intellectual property rights relating to any combination, machine, or process in which MageWorx products or services are used. Information published by MageWorx regarding third-party products or services does not constitute a license from MageWorx to use such products or services or a warranty or endorsement thereof. Use of such information may require a license from a third party under the patents or other intellectual property of the third party, or a license from MageWorx under the patents or other intellectual property of MageWorx. Resale of MageWorx products or services with statements different from or beyond the parameters stated by MageWorx for that product or service voids all express and any implied warranties for the associated MageWorx product or service and is an unfair and deceptive business practice. MageWorx is not responsible or liable for any such statements. All company and brand products and service names are trademarks or registered trademarks of their respective holders. Copyright © 2012 MageWorx

Page 3: Donations Ultimate · 2015-09-14 · Donations Ultimate MageWorx User Guide 4 Extension Description Donations Ultimate extension allows you to accept donations from your customers

Donations Ultimate MageWorx

User Guide 3

Table of Contents 11 Extension Description ………………………………………………………… 4

22 Extension Installation ………………………………………………………… 6

33 Extension Usage ………………………………………………………………… 6

• Settings ……………………………………………………………………. 6

• Donation Statistics …………….………………………………….…8

• Charity ……………………………………………………………………….9

• Product Donations …………………………………………….……….11

• Cart Donations ….……………………………………………………..13

• CMS Donations ………………………………………………………….14

• Checkout Donations ...…………………………………………….16

• Other Features ……………………………………………….………..17

44 Support …………………………………………………………………………… 18

55 Getting Help with Magento ……………………………………………… 19

Page 4: Donations Ultimate · 2015-09-14 · Donations Ultimate MageWorx User Guide 4 Extension Description Donations Ultimate extension allows you to accept donations from your customers

Donations Ultimate MageWorx

User Guide 4

Extension Description Donations Ultimate extension allows you to accept donations from

your customers. Donation can be added to an order total from a

product page, right before the checkout process from customer’s

shopping cart, from a CMS page or directly on the last checkout

step.

Donation purpose text can be easily configured via CMS Static

block. You can set a minimum donation amount you accept.

You can also add charities and collect donations for specific

organizations. Donations will be separated by the charities so that

you will see how much every charity received.

Reports that display every order with donations will allow you to

know how much you received and what customers donated.

Admin can view and export to CSV or XML donations statistics from

Magento Admin panel for the selected period.

Page 5: Donations Ultimate · 2015-09-14 · Donations Ultimate MageWorx User Guide 4 Extension Description Donations Ultimate extension allows you to accept donations from your customers

Donations Ultimate MageWorx

User Guide 5

Extension Installation 11 Disable Compilation Mode if enabled

22 Log out from Magento Admin panel if you are logged in

33 Unpack the contents of the ‘extension’ folder (depending on

your current Magento version) from the package file

purchased from MageWorx to your Magento root folder

44 Log into Magento Admin Panel

55 If Cache Control is enabled in Magento go to ‘System > Cache

Management’ section, select ‘Refresh’ under ‘All Cache’

drop-down menu and press ‘Save Cache Settings’

66 Run Compilation Mode back if necessary

77 Now go to ‘System > Configuration > MageWorx tab >

Extensions & Support’ section. If you see ‘Donations

Ultimate’ in the list of installed MageWorx extensions you are

done.

Page 6: Donations Ultimate · 2015-09-14 · Donations Ultimate MageWorx User Guide 4 Extension Description Donations Ultimate extension allows you to accept donations from your customers

Donations Ultimate MageWorx

User Guide 6

Extension Usage Settings

Log into Magento Admin panel and go to ‘System > Configuration >

MageWorx tab > Sales > Donations’:

• Accept Donations – enables/disables donations functionality

at your site.

• Accept Cart Donations – enables/disables the donation block

at the cart page.

Page 7: Donations Ultimate · 2015-09-14 · Donations Ultimate MageWorx User Guide 4 Extension Description Donations Ultimate extension allows you to accept donations from your customers

Donations Ultimate MageWorx

User Guide 7

• Cart Donation Block Position – specifies the position of the

donation block at the cart page. You can select preferable

position of the donation block at the cart page.

• Accept Product Donations – enables/disables the donations

at the product page.

• Add Border on Product Page – adds/hides the border for the

donation block at the product page.

• Enable Charity – enables/disables the functionality of

charities.

• Charity Image Size – specifies the size of a charity logo.

• Enable Automatic Round Up – enables/disables the donation

during the checkout. If enabled, your customers will see a

check-box to select a donation on the last checkout step.

Amount of a donation will be calculated as rounding of an

order’s decimal part to the whole number.

• Minimum Donation – specifies the value of a minimum

donation value.

• Automatic Round Up Message – a message, which will be

displayed for your customers on the last checkout step in

case of an automatic donation is enabled.

• Donation Product – a donation product, which will be used

when customers adds donations from CMS pages without

purchasing other products.

Page 8: Donations Ultimate · 2015-09-14 · Donations Ultimate MageWorx User Guide 4 Extension Description Donations Ultimate extension allows you to accept donations from your customers

Donations Ultimate MageWorx

User Guide 8

Donation Statistics

Donations Ultimate v2 provides you with a details report for all

orders with donations so that you will be able to track donations

paid at your site. This report is available at Sales – Donations –

Statistic:

The report contains an order ID, a website, order’s date, a

customer’s name, donation amount, charity (if applicable), an

order’s status and a link to view this order in the back-end:

The statistic also calculates and displays a number of customers,

who donated and a total donation amount with percentage of a

site total:

Page 9: Donations Ultimate · 2015-09-14 · Donations Ultimate MageWorx User Guide 4 Extension Description Donations Ultimate extension allows you to accept donations from your customers

Donations Ultimate MageWorx

User Guide 9

Charity

You can add charities in Sales – Donations - Charity so that

customers will be able to select an organization they want to

donate to:

You can see the organizations you added, when they were added

and how much donations they collect.

To add a new charity you should click on “Add Charity” button:

Here you can specify a name, description, upload a logo, specify a

sort order and the status of this charity. HTML code is allowed in

the description.

Customers will see the charities in the the pop-up on the front-end

when they click on “Add Donation” link (it’s related to adding a

donation from a product or CMS page):

Page 10: Donations Ultimate · 2015-09-14 · Donations Ultimate MageWorx User Guide 4 Extension Description Donations Ultimate extension allows you to accept donations from your customers

Donations Ultimate MageWorx

User Guide 10

Customers can select a charity they want to donate to, specify a

donation amount or remove the donation (if they are editing

already added donation).

Charities will also available at the cart page:

Admin can also select charities when creating orders manually

from the back-end or editing already placed orders.

Page 11: Donations Ultimate · 2015-09-14 · Donations Ultimate MageWorx User Guide 4 Extension Description Donations Ultimate extension allows you to accept donations from your customers

Donations Ultimate MageWorx

User Guide 11

You can select a default charity, which will be pre-selected on the

front-end.

Product Donations

Donations Ultimate adds the “Add Donation” link to product pages.

Customers won’t miss this link and it doesn’t overload the product

page with extra fields at the same time:

If the charities are enabled and added, this link will open the pop-

up for selecting a charity and adding a donation for it:

Page 12: Donations Ultimate · 2015-09-14 · Donations Ultimate MageWorx User Guide 4 Extension Description Donations Ultimate extension allows you to accept donations from your customers

Donations Ultimate MageWorx

User Guide 12

If the charities are disabled or you didn’t add any charities yet,

this link will expand the fields for adding a donation directly on

the product page:

This form is displayed and hidden without a page reload.

Page 13: Donations Ultimate · 2015-09-14 · Donations Ultimate MageWorx User Guide 4 Extension Description Donations Ultimate extension allows you to accept donations from your customers

Donations Ultimate MageWorx

User Guide 13

Customers can donate without purchasing anything from your

store. In this case a donation product will be added to the cart

(this product is created in the extension’s settings).

Cart Donations

Customers can add donations directly from the cart page. The

donation block is displayed there. It can display charities (if

enabled) or no (if disabled):

Page 14: Donations Ultimate · 2015-09-14 · Donations Ultimate MageWorx User Guide 4 Extension Description Donations Ultimate extension allows you to accept donations from your customers

Donations Ultimate MageWorx

User Guide 14

There are 6 different positions of the donation bock available:

before cross-sell products, after cross-sell products, before

coupon block, after coupon block, before shipping block, after

shipping block. It allows you to move the donation block as you

need to adjust to your custom template and it reduces the change

of conflicts with your custom designs drastically.

CMS Donations

Since Donations Ultimate v2 you can add the donation link to any

CMS page or static blocks:

Page 15: Donations Ultimate · 2015-09-14 · Donations Ultimate MageWorx User Guide 4 Extension Description Donations Ultimate extension allows you to accept donations from your customers

Donations Ultimate MageWorx

User Guide 15

This donation link behaves the same way as it does at the product

page.

You can also the donation block from the cart page:

Adding donations to CMS pages allows you to create specific pages

for accepting donations.

The codes available for adding the donation to CMS pages:

Page 16: Donations Ultimate · 2015-09-14 · Donations Ultimate MageWorx User Guide 4 Extension Description Donations Ultimate extension allows you to accept donations from your customers

Donations Ultimate MageWorx

User Guide 16

{{block type="donations/donation"template="donations/cart_donation.phtml"}}

{{block type="donations/donation" template="donations/product_donation.phtml"}}

<a onclick="donations.togglePopup()">Add Donation</a>

Checkout Donations

This feature makes the extension absolutely incredible. Now you

can add donations option to almost any sites without any negative

effect to your reputation. Your customers will see a check-box on

the last checkout step offering them to donate a small amount to a

default charity added in your site or you can specify a custom

message to be displayed there:

Page 17: Donations Ultimate · 2015-09-14 · Donations Ultimate MageWorx User Guide 4 Extension Description Donations Ultimate extension allows you to accept donations from your customers

Donations Ultimate MageWorx

User Guide 17

The donation amount is calculated by rounding up the order’s

total. Example, if the order’s total is $15.55, the donation amount

will be $0.45.

Other Features

• Donations are kept when editing orders in the back-end

• Donations are available when creating orders manually in the

back-end

• You can keep or refund the donations in credit memos

• Donations Ultimate supports multi-stores

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Donations Ultimate MageWorx

User Guide 18

Support

MageWorx offers FREE lifetime support and updates for any

extension developed for Magento.

If you need support related to MageWorx extension usage, feel free

to contact us at [email protected]

Or send us a message directly from your Magento Admin Panel. To

do it, go to ‘System > Configuration’ section, ‘MageWorx’ tab

‘Extensions & Support > Get Support’.

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Donations Ultimate MageWorx

User Guide 19

Getting Help with Magento MageWorx offers outstanding services developing custom tailored

solutions for Magento platform to attain your eCommerce

objectives.

Our professional impassioned team provides profound and custom

oriented development of your project in a short timeframe. You

are most welcome to contact us at [email protected]