calvana/pledge-now-pay-later/docs/EMBED_GUIDE.md

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

<a href="https://your-domain.com/p/YOUR_CODE"
   style="display:inline-block; background:#1e40af; color:#fff; padding:16px 32px;
          border-radius:12px; font-weight:700; font-size:18px; text-decoration:none;">
  Pledge Now →
</a>

Embed as Full-Page iframe

<iframe
  src="https://your-domain.com/p/YOUR_CODE"
  width="100%"
  height="700"
  style="border:none; border-radius:16px; max-width:480px;"
  title="Make a Pledge"
></iframe>

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)

<div style="text-align:center; padding:20px; border:2px solid #1e40af; border-radius:16px; width:200px;">
  <img src="/api/events/EVENT_ID/qr/QR_ID/download?code=CODE" width="150" height="150" />
  <p style="font-weight:700; margin-top:8px;">Scan to Pledge</p>
  <p style="font-size:12px; color:#666;">Table 5 · Ramadan Gala 2025</p>
</div>

Option 3: Webhook Integration (Advanced)

Connect reminders to your existing email/SMS tools:

Poll for Due Reminders

curl -X GET "https://your-domain.com/api/webhooks?since=2025-01-01T00:00:00Z" \
  -H "x-org-id: YOUR_ORG_ID"

Response Format

{
  "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

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