Effectively Using your Tools
The Tools area in Online Payments is exactly what it sounds like. A toolbox designed to expand your ability to affect certain aspects of your Online Payments experience. From changing email settings, Managing Uploaded files, or even restoring Deleted Pages and Modules, the Tools area can do it all!
To Access Tools:
- Hover over the word Manage in the toolbar at the top of the screen.
- Select the Tools option from the drop down.
- Click Access for the Tool you wish to use.
Accidentally deleted a page? Removed the wrong module? The recycle bin stores all deleted content for 30 days in case you need to restore a page or module. You can use the tabs to switch between Pages and Modules, and the Restore Selected to restore that Module or Page to its original state. You can also permanently delete it by selecting the Delete Selected Modules, or using the Empty Recycle Bin option.
The Virtual Terminal is a single card transaction application. It allows you to internally process a transaction as if you were the Supporter. This can be useful if you need to process a cash donation after a page has shut down, or if a Supporter just feels the need to support your cause even more! You can add in a Reference Number or ID to help sort these one-time transactions and quickly pull them up in Reports. You will need all information a normal Card transaction requires:
- Full Name
- Supporter Address, including billing zip code
- Phone Number
- Full Credit Card Number
- Security Code
- Expiration Date
The Site Log is a tool primarily for tracking and logging which one of your pages have been accessed using what browser and from where. You can use this to gather data metrics from what browser your supporters are using to access your site, how many times your site has been viewed, and how long they have viewed it. Use the drop down menu to determine what kind of information you’d like to generate.
The Site Settings tool allows you to handle email settings (for both regular pages and recurring donations) and default footer settings (Copy Right, About Us, Contact Us, and Follow Us) on a site wide basis. So set it once, and never have to set it up on one of your pages again! Of particular note are the email settings. You can set default receipt settings or per event settings, even per page! The drop down menu determines which setting you are updating, and the fields below change accordingly.
Want to know what files have been uploaded? Need to upload a picture for another member of your organization to use? Use our File Manager! This tool allows you to review, download, rename, delete, or find the URL of any file you have uploaded. In order to upload a file, you must select a Root folder first. In order to edit, delete, or download any image you must first select it from the grid using the check boxes.