WMT Website
The Web Ministry Tools Website is where you will set up tools and perform other administrative tasks associated with Web Ministry Tools. Only you (and possibly other church staff members) will use the Web Ministry Tools website. The tools themselves will appear on your church's website, where visitors, clergy and lay ministers can interact with them.
The sections below will help you navigate the website and provide basic instructions for creating tools that meet your needs.
Logging In
After you purchase Web Ministry Tools, you will receive an email containing your user name and password to log in to the Web Ministry Tools website. If you did not receive the email or if you have other questions about user log in, please contact CDM+ Support at 800-633-9581.
If you forgot your user name or password, click Forgot Username or Password. You will be directed to a new page. Enter the email address linked to your Web Ministry Tools account and click Submit. You will receive an email with your user name and a link to reset your password.
To change your Web Ministry Tools user name, Password or the email address linked to the account, visit the Edit Church Profile Page.
After logging in, you will be directed to a page with a list of your current tools. If you have no tools, this page will be empty. Throughout this manual, this page will be referred to as the WMT home page.
Edit Church Profile Page
The Edit Church Profile page contains information about your WMT account and log in as well as information about your church that may be published in some tools. For example, the Church Phone and Church Email fields may be used to instruct the people using the tools to contact the church office.
To review or make changes to your Church Profile, click Edit Church Profile in the upper left corner of the WMT home page (above the Tools List).
When you purchase WMT, your information will automatically be entered into fields on this page. The first time you use WMT, we recommend reviewing this information to make sure it is correct.
It is important to note the difference between the Email field and the Church Email field. The Email field is the email address associated with your WMT account. If you need to use the Forgot Username or Password feature at log in, this is the email address you should use to get your new password information. The Church Email field is the email address that may be published in certain tools that direct users to contact the church office. It is not associated with your log in.
To change your user name or password, enter the new information in the fields and click Save.
For security purposes, the Password and Password Confirmation fields appear blank unless you are changing your password. You do not need to type your password into the fields unless you are changing it.
Support Page
On the WMT home page, there is a link in the bottom left that will take you to the Web Ministry Tools Support page. Here you will find a list of browsers that you may use to navigate the Web Ministry Tools website. Each has links to the companies' home pages where you can download the latest versions of the browsers. There is also an email link to reach the WMT Support Team.
Creating New Tools
To create a new tool, click on the New Tool button in the lower left corner of the WMT home page.
The list of available tools will appear. Click the Create New button for the specific tool you wish to create.
Next, you will have the opportunity to name your new tool. Type in the box provided and click Create when ready. (You can rename your tool at any time in the Options page for that tool.)
The Options page will automatically open after the tool is created. Each type of tool has different options to set. See the individual section for each tool for more information about its options.
NOTE: You must set the tool's options before it will allow you to design or publish it. The newly created tool also will appear on your list of tools on the WMT home page.
Unavailable Tools
You may be unable to create certain tools because you have not yet purchased a subscription to use them. Tools that cannot be created will appear on the New Tool page, but instead of a Create New button, you will see the message "This Tool is not available. Why?"
You can only add tools that belong to the "toolkits" you've subscribed to from CDM+. Toolkits are simply a set of tools. Click the Why link to see a detailed explanation of which toolkits you currently subscribe to and which are available to you for subscription.
Payment Administration
The Payment Administration page gives you access to your merchant account used for credit card payments. NOTE: If you do not use this feature or have not set up a merchant account with Stewardship Technology, you will not have access to this page.
To access the page, click the Payment Administration button at the top of the WMT homepage.
From this page, you can:
- Search and view detailed credit card transaction records
- Print transaction invoices
- Refund a transaction
- Charge a credit card
Gateway Mode
In the upper right corner of any Payment Administration page, there is a box that displays the current setting of your payment gateway mode—Live Mode or Test Mode. The mode shown here will affect the other functions of the Payment Administration page, including the types of transaction records you search and the way you process payments through the Charge Credit Card button. (Choosing Test Mode will give you transactions that were processed in Test Mode on your Event Registration and/or Giving tool(s); Live Mode will give you transactions processed in Live Mode.) Live Mode DOES NOT need to be enabled here in order to process credit cards through your Event Registration and/or Giving tool(s). It DOES need to be enabled in order to charge credit cards through the Payment Administration page or to retrieve search results for live transactions processed though the Event Registration and/or Giving tool(s).
To switch between live mode and test mode, click the button Set Gateway to TEST (LIVE) Mode to change the mode.
This box is visible on every screen within the Payment Administration area of the WMT website.
Transaction Records
From the main Payment Administration page, you can search or view details about transactions made through your Event Registration and/or Giving tool(s). You can also reach the transaction search area by clicking Search Transaction Records at the top of the page if you have entered another part of the Payment Administration area.
Define your search by entering a starting and ending dates or click the calendar icon beside each field and click the desired date on the calendar window. If you type a date, it must be in one of the following formats: YYYY-MM-DD; YYYY MM DD; YYYY/MM/DD; YYYY\MM\DD. If you use the Select Date feature, the date will be entered automatically in an acceptable format.
Once you have entered the starting and ending date, click Search.
The results of your search will appear in a table format with the search dates listed above it. Each transaction will be listed on a separate line and will include a transaction number, billing name, transaction date, transaction amount and transaction status (i.e. Approved, Declined, etc.).
Clicking on a transaction number will open a new window with more detailed information about the transaction. From this page, you also will have options to Print Invoice or Refund Transaction. Click the respective buttons to initiate these procedures. If a transaction has already been refunded (the status will say "voided"), the Refund Transaction button will not appear.
Charge Credit Card
The Charge Credit Card button will open a window in which you can enter billing information that will create a new transaction. After entering all the information, click Charge in the lower right corner.
Suggestions for using this feature:
- In the context of the Event Registration Tool, this feature can be useful for adding activity fees for people who have already registered. Perhaps a registrant needs to purchase another T-shirt, but their credit card has already been charged for their other registration fees. You can add a T-shirt to their event record in CDM+ Event Registration and charge them using this window.
- The Charge Credit Card feature can be used for transactions not related to Web Ministry Tools, as well. The interface is a direct link to your Stewardship Technology merchant account.
Removing Tools
To remove a tool from your Tools List, click Remove on the bottom of the list to the right of the tool. A prompt will ask you, "Are you sure?" Click OK to remove the tool. Click Cancel to return to the Tools List without removing the tool.
Removing a tool will not remove it from any websites where you've published the tool. The site will display a missing tool graphic until you remove the HTML snippet for the tool. If you add a new tool, you will need to publish the HTML snippet for the new tool since the HTML snippet is unique for each tool. See the documentation on Publishing Tools for more information.
Duplicating Tools
To create an exact replica of a tool already in your Tools List, click Duplicate on the list to the right of the tool.
You will be prompted to name the new duplicate tool.
This feature can save you time if you want more than one of the same type of tool with similar designs. Once you have duplicated the tool, you can make changes just as you would a new tool, except that you are not starting from the default settings, you are starting with the settings of the original tool that you duplicated.
