# Embed Guide — Add Pledge Now, Pay Later to Your Website ## Option 1: QR Code + Direct Link (Recommended) The simplest way — just share your pledge page URL or print the QR code. ### Get Your Link Every QR source generates a unique link: ``` https://your-domain.com/p/{code} ``` ### Add a Button to Your Website ```html Pledge Now → ``` ### Embed as Full-Page iframe ```html ``` ## Option 2: QR Code for Print Materials 1. Go to **Dashboard → Events → [Your Event] → QR Codes** 2. Click **Download PNG** for each QR code 3. Print on table cards, flyers, or banners ### Recommended Sizes - **Table cards**: 5cm × 5cm QR with label below - **Banners**: 15cm × 15cm QR - **Flyers**: 3cm × 3cm QR (still scannable) ### Print Template (HTML) ```html

Scan to Pledge

Table 5 · Ramadan Gala 2025

``` ## Option 3: Webhook Integration (Advanced) Connect reminders to your existing email/SMS tools: ### Poll for Due Reminders ```bash curl -X GET "https://your-domain.com/api/webhooks?since=2025-01-01T00:00:00Z" \ -H "x-org-id: YOUR_ORG_ID" ``` ### Response Format ```json { "events": [ { "event": "reminder.due", "timestamp": "2025-03-17T10:00:00Z", "data": { "reminderId": "clx...", "pledgeId": "clx...", "step": 1, "channel": "email", "donor": { "name": "Sarah Khan", "email": "sarah@example.com", "phone": "07700900001" }, "pledge": { "reference": "PNPL-7K4P-50", "amount": 5000, "rail": "bank" }, "event": "Ramadan Gala 2025" } } ] } ``` ### Zapier / Make Setup 1. Create a scheduled trigger (every 15 minutes) 2. HTTP GET to `/api/webhooks?since={{last_run}}` 3. For each event, send email/SMS via your provider 4. Templates available in Dashboard → Exports ## Option 4: CRM Integration ### Export Pledge Data ```bash curl -X GET "https://your-domain.com/api/exports/crm-pack" \ -H "x-org-id: YOUR_ORG_ID" \ -o pledges.csv ``` ### CSV Fields | Field | Description | |-------|-------------| | pledge_reference | Unique ref (PNPL-XXXX-NN) | | donor_name | Donor's name | | donor_email | Email address | | donor_phone | Phone number | | amount_gbp | Amount in pounds | | payment_method | bank / gocardless / card | | status | new / initiated / paid / overdue / cancelled | | event_name | Source event | | source_label | QR source label | | volunteer_name | Assigned volunteer | | table_name | Table assignment | | gift_aid | Yes / No | | pledged_at | ISO timestamp | | paid_at | ISO timestamp (if paid) | | days_to_collect | Number of days to payment | ### Salesforce Import 1. Download CRM pack CSV 2. Salesforce → Setup → Data Import Wizard 3. Map fields: pledge_reference → External ID, amount_gbp → Amount, etc. ### Beacon CRM Import 1. Download CRM pack CSV 2. Beacon → Contacts → Import 3. Map donor fields and donation amount