Theme Documentation For Campaignify
Theme Documentation For Campaignify
Tip: Before uploading the theme make sure you unzip the theme download and inside of the download folder upload the zip called “Campaignify-Theme.zip”
To install this theme you must have a working version of WordPress already installed. For information in regard to installing the WordPress platform, please see the WordPress Codex – http://codex.wordpress.org/Installing_WordPress
When you are ready to install a theme, you must first upload the theme files and then activate the theme itself. The theme files can be uploaded in two ways:
Once the theme is uploaded, you need to activate it. Go to Appearance > Themes and activate your chosen theme.
Tip: Both of these plugins are completely free and available on WordPress.org
Go to your WordPress dashboard and click on Plugins > Add New > Search for both “Easy Digital Downloads” and “Crowdfunding by Astoundify” install both of these plugins and activate both.
Tip: We’ve included a way to import all pages and widgets from our main theme demo
You can install our theme demo content using the XML Dummy Content file that is included with the theme download.
Steps to import.
To import the same widgets shown in our theme demo you need to first install the plugin called Widget Settings Importer/Exporter which can be downloaded here. Once installed and activated go to Tools > Widget Setting Import and import the file called “widget_data.json” that is located in the “Widget Dummy Content” folder which you downloaded from ThemeForest.
Steps to import.
Go to Settings > Reading > and setup the page reading setting just like the screen shot below.
The following shortcodes are used with our theme.
Example: If you are setting up the “My Profile” you would first go to Pages > Add New give the page a title and paste the [appthemer_crowdfunding_profile] shortcode onto the page and Publish the page, do the same for the rest of the shortcodes above.
To setup the theme just like our demo you will need to create a few pages, called Home, Blog, Login, Register.
Go to Pages > Add New > create the first page called Home and select the Static Campaign template from the Page Attributes box and save the page, do the same for the Blog page and select the Default Template and save.
What the Page Attributes box looks like:
To create the login and register pages go to Pages > Add New and give the page a title i.e. Login and add the following corresponding shortcode to the page.
Tip: We recommend using JetPack for your contact page builder, but you could also use gravity forms.
Go to Pages > Add New and create a page called Contact, if you are using a contact form plugin other than JetPack please refer to the setup guide for that plugin to add the shortcode for the form to the page.
To add a contact form to the page using JetPack use the icon next to the Insert Download button and create your form and add it to the page.
Tip: Personalize your crowd funding site by uploading your own custom logo
To add your own custom logo go to Appearance > Header under the “Select Image” section click on “Choose Image” and upload your own custom logo.
We recommend the size of the logo be as follows – Width is 200 pixels. Height is 50 pixels.
Tip: Some great looking backgrounds can be downloaded from http://subtlepatterns.com/
To add your own custom background go to Appearance > Background under the Select Image section click on Choose Image and upload your own background.
Here is how the custom background looks when filled out:
Tip: The WordPress customizer lets you change pretty much everything design wise without having to know CSS skills!
The Campaignify theme uses two areas to customize the design of the theme. To access the main customization area go to Appearance > Customize within the WordPress dashboard.
Within this area you can customize everything from your logo, background image, site title, navigation, footer area, social links, home page widgets background and text colors and much more.
Here is what frontend customizer looks like:
There are two aspects to setting up your campaign. The first is the actual campaign data, that is controlled via Campaigns > Add New (just like a WordPress post or page), and the other is how that data is going to be displayed. The campaign data is displayed via a series of Widgets, that are controlled via Appearance > Widgets screen just like normal widgets.
To create a campaign as the site admin go to Campaigns > Add New, give your campaign a title.
Next go to the section called Campaign Configuration.
Under Reward Options check Enable multiple reward options. This will allow multiple pledge levels to be added. Fill out an Option Name, Price, and optional purchase limit.
Important: Always enable the button that says Disable the automatic output of the purchase button.
Note: While there are other options, they are not used by the default Campaignify theme. However, they are left in case the data needs to be available for a child theme or other plugin.
If your campaign has a relevant video, paste an oEmbed supported video link in the input. For example, if your video is on YouTube or Vimeo, all you need to do is paste the URL of the page the video is on.
To display the information specified in the Campaign, and to give you complete control over the layout of the campaign page, the page information is controlled via Widgets. Just like you can add widgets to your Blog’s sidebar, you can use Widgets to arrange which information is displayed on your campaign.
While Campaignify is meant to feature a single campaign at one time, the majority of the included widgets are campaign-specific, meaning depending on which campaign is being viewed, the widget will dynamically display only the content related to that campaign. On the other hand, some included widgets, and all default WordPress widgets are global, and will display the same information on every campaign.
If you choose to use the Campaign Hero Slider widget, to add slides, simply click the Manage Campaign Slider when editing the campaign. Upload files to the gallery, and edit the title and description of each image.
The Campaign Gallery widget pulls all images attached to the campaign, that are not in the Campaign Slider gallery.
While Campaignify will work with the default Easy Digital Downloads settings, there are a few settings that can be tweaked to make things work even better.
The pages created in previous steps need to be assigned so Campaignify can interact with them. To do this, simply visit Campaigns > Settings > General and under General Settings pick the respective pages from each of the pages select boxes.
FAQ Page, Submit Page, and Profile Page are optional, but all others need to be assigned.
To create a more seamless checkout process, we can automatically redirect users to the checkout when a pledge amount has been selected. Visit Campaigns > Settings > Misc. and check Redirect to Checkout
Along with being able to control the order of each campaign section, color customization is also included for each widget.
Simply via Appearance > Customize and click “Color” on the left hand side. You will be presented with an option to change the text color and background color of each widget. This control allows you to completely change the look of your campaign with very little effort.
If you have a pre-approval billing gateway installed such as WePay, Stripe or PayPal Adaptive Payments you will see these two types of campaign options: All-or-Nothing and Flexible.
When using the PayPal Adaptive Payments gateway to keep a higher percentage of each pledge on flexible campaigns, simply visit Campaigns > Settings > Payment Gateways, and enter an additional percentage amount in the Adaptive Payments settings.
Go to Campaigns > All Campaigns then go to the campaign that has eneded, and you will see a box called Campaign Funds as shown below.
When a campaign ends click on Collect Funds (Note: If using the PayPal Adaptive Payments gateway ensure that the campaign authors PayPal address is correct before collecting the funds.)
It is also possible when using the
[appthemer_crowdfunding_profile] shortcode to allow users to request a payout once a campaign is complete. This will send a notification email to the site administrator. You can then review the campaign and collect funds.
For tutorial videos and setup instructions for payment gateways please see: http://astoundify.com/documentation/choosing-payment-method/
To translate the theme do the following:
More information regarding translating themes can be found here: http://codex.wordpress.org/Translating_WordPress
Tip: Creating a child theme will save you lots of time in the future for when theme updates are released, you won’t lose your customizations.
To create a child theme do the following:
/* Theme Name: Name of child Theme Here Description: Child theme for Campaignify Author: Astoundify Template: campaignify */ @import url("../campaignify/style.css");
More information regarding child themes can be found here: http://codex.wordpress.org/Child_Themes
To install the dark style campaignify child theme go to this link here and click on the button that says “Zip” it will download a copy of the latest version of the dark style child theme, once downloaded go to Appearance > Themes > Install Themes > Upload and locate the zip file you just downloaded and upload to your site.
Once uploaded activate the theme.
You will now need to customize the home page widget sections colors using the theme customizer to match our theme demo.