135 lines
3.6 KiB
Markdown
135 lines
3.6 KiB
Markdown
# Embed Guide — Add Pledge Now, Pay Later to Your Website
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## Option 1: QR Code + Direct Link (Recommended)
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The simplest way — just share your pledge page URL or print the QR code.
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### Get Your Link
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Every QR source generates a unique link:
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```
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https://your-domain.com/p/{code}
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```
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### Add a Button to Your Website
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```html
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<a href="https://your-domain.com/p/YOUR_CODE"
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style="display:inline-block; background:#1e40af; color:#fff; padding:16px 32px;
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border-radius:12px; font-weight:700; font-size:18px; text-decoration:none;">
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Pledge Now →
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</a>
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```
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### Embed as Full-Page iframe
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```html
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<iframe
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src="https://your-domain.com/p/YOUR_CODE"
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width="100%"
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height="700"
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style="border:none; border-radius:16px; max-width:480px;"
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title="Make a Pledge"
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></iframe>
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```
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## Option 2: QR Code for Print Materials
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1. Go to **Dashboard → Events → [Your Event] → QR Codes**
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2. Click **Download PNG** for each QR code
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3. Print on table cards, flyers, or banners
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### Recommended Sizes
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- **Table cards**: 5cm × 5cm QR with label below
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- **Banners**: 15cm × 15cm QR
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- **Flyers**: 3cm × 3cm QR (still scannable)
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### Print Template (HTML)
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```html
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<div style="text-align:center; padding:20px; border:2px solid #1e40af; border-radius:16px; width:200px;">
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<img src="/api/events/EVENT_ID/qr/QR_ID/download?code=CODE" width="150" height="150" />
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<p style="font-weight:700; margin-top:8px;">Scan to Pledge</p>
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<p style="font-size:12px; color:#666;">Table 5 · Ramadan Gala 2025</p>
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</div>
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```
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## Option 3: Webhook Integration (Advanced)
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Connect reminders to your existing email/SMS tools:
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### Poll for Due Reminders
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```bash
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curl -X GET "https://your-domain.com/api/webhooks?since=2025-01-01T00:00:00Z" \
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-H "x-org-id: YOUR_ORG_ID"
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```
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### Response Format
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```json
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{
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"events": [
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{
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"event": "reminder.due",
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"timestamp": "2025-03-17T10:00:00Z",
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"data": {
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"reminderId": "clx...",
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"pledgeId": "clx...",
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"step": 1,
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"channel": "email",
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"donor": {
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"name": "Sarah Khan",
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"email": "sarah@example.com",
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"phone": "07700900001"
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},
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"pledge": {
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"reference": "PNPL-7K4P-50",
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"amount": 5000,
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"rail": "bank"
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},
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"event": "Ramadan Gala 2025"
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}
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}
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]
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}
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```
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### Zapier / Make Setup
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1. Create a scheduled trigger (every 15 minutes)
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2. HTTP GET to `/api/webhooks?since={{last_run}}`
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3. For each event, send email/SMS via your provider
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4. Templates available in Dashboard → Exports
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## Option 4: CRM Integration
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### Export Pledge Data
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```bash
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curl -X GET "https://your-domain.com/api/exports/crm-pack" \
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-H "x-org-id: YOUR_ORG_ID" \
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-o pledges.csv
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```
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### CSV Fields
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| Field | Description |
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|-------|-------------|
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| pledge_reference | Unique ref (PNPL-XXXX-NN) |
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| donor_name | Donor's name |
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| donor_email | Email address |
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| donor_phone | Phone number |
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| amount_gbp | Amount in pounds |
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| payment_method | bank / gocardless / card |
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| status | new / initiated / paid / overdue / cancelled |
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| event_name | Source event |
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| source_label | QR source label |
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| volunteer_name | Assigned volunteer |
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| table_name | Table assignment |
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| gift_aid | Yes / No |
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| pledged_at | ISO timestamp |
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| paid_at | ISO timestamp (if paid) |
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| days_to_collect | Number of days to payment |
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### Salesforce Import
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1. Download CRM pack CSV
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2. Salesforce → Setup → Data Import Wizard
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3. Map fields: pledge_reference → External ID, amount_gbp → Amount, etc.
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### Beacon CRM Import
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1. Download CRM pack CSV
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2. Beacon → Contacts → Import
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3. Map donor fields and donation amount
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