Logging In

Edit Church Profile Page

Support Page

Creating New Tools

Unavailable Tools

Payment Administration

• Search and view detailed credit card transaction records
• Print transaction invoices
• Refund a transaction
• Charge a credit card

Gateway Mode

Transaction Records 

Charge Credit Card

• 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

Duplicating Tools

Basic Toolkit

Event Listing Tool

The Event Listing Tool is part of the Basic Toolkit. You must have the CDM+ Roommate program to use it.

 

Event Listing Tools publish data directly from your Roommate Facilities Manager. Use CDM+ Roommate to edit events; changes made in Roommate will automatically show up on your published tool. The Event Listing Tool shows events one day at a time. Publish events and their details for specific departments or rooms or all of them.

 

Event Listing Tool Setup

After creating a new Event Listing Tool on the WMT website, you will automatically be directed to the tool's Options page. To re-enter this page at any time, go to your WMT home page and click Options to the right of the tool.

 

In this window you can:

• Change the name of the tool
• apply custom filters for Rooms or Departments

 

Changing the name of your Event Listing Tool

To change the name of an Event Listing Tool, delete the old name and type the new one in the box next to Tool Name at the top of the Options page.

 

Setting custom filters on your Event Listing Tool

These filters will limit or expand the amount of information your tool will publish.

 

Select the rooms and departments for which you would like to publish events. To make multiple selections, hold down the shift or command (Mac OS X)/control (Windows) keys while clicking on the rooms or departments.  

 

 

If you add a new room or department in CDM+ Roommate, remember to select it on the Options page for any event listing tools that should display events in that room or department.

Search Tool

The Search Tool is part of the Basic Toolkit. You must have the CDM+ Membership program to use it.

 

The Search Tool links directly to the CDM+ Membership program. This tool makes Address and Individual records stored in CDM+ accessible and searchable online. Search Tool users can retrieve information about members of a small group or all members in your database as determined by the administrator during set up.

 

Search Tool Setup

After creating a new Search Tool on the WMT website, you will be automatically directed to the tool's Options page. To re-enter this page at any time, click Options to the right of the tool.

 

In this window, you can:

• Change the name of the tool
• Limit the results of your Search Tool with custom filters
• Set up fields that will be searched
• Choose the fields to show in the results

 

Changing the name of your Search Tool

To change the name of a Search Tool, delete the old name and type in the new one in the box next to Tool Name at the top of the Options page.

 

Setting custom filters on your Search Tool

Filters limit or expand your search results. They give you the option of searching your entire membership database or only a small group of records.

 

Clicking on the Group menu displays all available group headings. After you select a group heading, the groups for that heading will appear in the box below. 

 

For example, if you select Mailing Codes in the menu, the box below the menu will list groups such as "Local church members who receive mail," "Local non-members who receive mail," "Out-of-town members who receive mail," etc. But when you select Care Groups in the top menu, the box below will list names of names of care groups. To select more than one group, hold down the shift or command (Mac OS X)/control (Windows) keys while clicking on the groups.

 

NOTE: The group headings and groups you see here come directly from your CDM+ Master Coding System. Changes or additions to groups need to be made in CDM+.

 

The buttons to the right will select all or clear all of your selections. Note that by choosing Select All, you will be applying all groups under the selected group headings. This does NOT necessarily mean that you are allowing the tool to search everyone since some individuals might not be included in any of these groups. In order to search your entire database, the best option is to click Clear All, so that no filters will be applied, thus allowing the tool to search all records. If you add a new group in the Master Coding System, remember to include it on any tool that needs to show members of that group.

 

Filters are best used when creating a tool to be used by a specific group of people. For example, a tool that only publishes information about staff members, or a tool that only provides information related to people in a specific group or class. For more general-purpose tools you may to limit the results to active or living members. If your members are concerned about their information appearing online, consider creating a group for "online search" and add members to that group who indicate they want to be searchable online. See the documentation on Login Settings for more information on protecting sensitive data.

 

 

Setting up search fields

Under Custom Options, you can set up the fields you want to be searched and the fields you want the tool to show in its results.

 

First, select whether you want the tool to search address records or individual records in the menu.

 

Note: Changing the tool to display address or individual records will change the available groups under the filters.

 

Next, select the fields you want to be searched. This is the type of information that tool users will provide in order to find other information. The broadness of these options should vary according to the function you want the tool to do. For example, if you are building a tool to be used as a member directory, you might select last name, city, zip code, primary phone and care group. You probably would not want to select "address first line" because it is a very specific field and users are more likely to know the last name of someone and not the address, rather than the other way around.

 

 

 

Setting up results fields

You need to select the fields you want to show in your results. When someone uses the Search Tool, these are the bits of information the search will retrieve from your database. For example, a member directory might include last name, salutation, phone, Address line 1, address line 2, city, state and zip code.

 

To select a results field, click the field in the left column and drag it to the right column. If you change your mind, you can always drag it back to the left and it will not appear on the tool. 

 

You also can control the order in which the information fields will display by clicking and dragging them into position within the right column. The numbers indicate the order in which they will appear in the tool from left to right.

 

Finally, you can customize the name of the field as it will appear in the results table on the tool. By default, the results fields will appear as column headings the way they are named in CDM+, but you may want to change the verbiage for use on the tool. All fields in the right column contain an input box where you can type the desired name. 

 

Once you have made all changes to the Tool Name, Filters and Custom Options, click Save in the lower right corner.

 

Directory Tool

The Directory Tool is part of the Basic Toolkit. You must have the CDM+ Membership program to use it.

 

The Directory Tool links directly to your CDM+ Membership program. This tool will display Individual or Address records and sort them in an easily navigable format specified by the administrator during set up. You can set it up to display a certain age group or people enrolled in a specific group/class or your entire CDM+ Membership database.

 

Setting up a new Directory Tool

After creating a new Directory Tool on the WMT website, you will be automatically directed to the tool's Options page. To re-enter this page at any time, click Options to the right of the tool.

 

In this window, you can:

• Change the name of the tool
• Apply custom filters to specify the records you want to publish
• Set the navigation options of the tool
• Choose the information fields you want to display

 

Changing the name of a Directory Tool

To change the name of a Directory Tool, delete the old name and type in the new one in the box next to Tool Name at the top of the Options page.

 

Setting custom filters on your Directory Tool

Filters limit or expand the data your tool will publish. Selecting specific groups means the Directory Tool will only publish addresses or individuals associated with that group. Selecting all applies all filters, but doesn't necessarily mean you will get all records. If you want to publish all data, applying no filters (or clicking Clear All) is your best option. 

 

NOTE: When you change between Individual and Address records (in item 1 under Custom Options) the group filters will change between groups associated with addresses and groups associated with individuals.

 

 

Setting custom navigation options

Each Directory Tool has a built-in navigation bar above the data fields. These options will let you determine how you want to sort your data, the number of groups by which you would like to divide your data and the delimiting characters you would like to appear in the navigation bar.

 

To set these custom options, first select whether you want to publish address or individual records and then select the field by which you want to sort the records. For example, you might sort individuals by last name.

 

Next, select the number of groups by which you'd like to sort your data. The number of groups you might need is best determined by the number of records you want to publish on this tool. If you are making a directory for the entire church, you will want more groups than if you are making a directory for a single sunday school class.

 

Item 3 is to select the number of delimiting characters for each group. An example of this would be, if you choose 1 delimiting character, a group might be "A-C." If you choose 2 delimiting characters, a group might be "Aa-Cz."

 

The fourth option is to choose the fields of information you would like to display. It's a good idea to include the field by which you sorted the data in item 1. Back to our example of sorting by the field "Last Name," you might want to display First Name, Last Name, Address Line 1, City, State, Zip and Primary Phone.

 

To select a results field, click the field the left column and drag it to the right column. If you change your mind, you can always drag it back to the left and it will not appear on the tool.

 

You also can control the order in which the information fields will display by clicking and dragging them into position within the right column. The numbers indicate the order in which they will appear in the tool from left to right.

 

Finally, you can customize the name of the field as it will appear in the results table on the tool. By default, the results fields will appear as column headings the way they are named in CDM+, but you may want to change the verbiage for use on the tool. All fields in the right column contain an input box where you can type the desired name. 

 

Once you have made all changes to the Tool Name, Filters and Custom Options, click Save in the lower right corner.

 

NOTE: It is important to consider security when publishing address or individual records online. Please see the section on Login Settings to learn about tool logins and how they can provide security for the data you are publishing online using WMT.

 

Stats Tool

The Stats Tool is part of the Basic Toolkit. You must have the Statistics sub-program of the Contributions program and, optionally, the Attendance sub-program of the Membership program to use this tool.

 

The Stats Tool puts data typically compiled in a statistics report at the fingertips of those who need it. Data is presented in a simple table that displays results for either the last date entered or a range of dates determined by the tool's user. As the administrator, you control which fields appear on the tool. This tool's strength comes from its ability to chart statistical data compiled in CDM+ without exporting to another program. 

 

Setting up a new Stats Tool

After creating a new Stats Tool on the WMT website, you will be automatically directed to the tool's Options page. To re-enter this page at any time, go to the main page and click Options to the right of the tool.

 

In this window, you can:

• Change the name of the tool
• Apply custom filters to specify the data you want to publish
• Choose the number of dates you want the chart to show
• Choose the data fields you want the chart to show
• Choose the date display preference (columns or rows)

 

Changing the name of a Stats Tool

To change the name of a Stats Tool, delete the old name and type in the new one in the box next to Tool Name at the top of the Options page.

 

 

Setting custom filters for a Stats Tool

Stats Tool filters determine the data the tool will display. To display List Statistics data, choose the group type from the first drop-down menu and the group code from the second drop-down menu. 

 

 

 

To display Event Statistics data, choose Events on the first drop-down menu and the event name on the second drop-down menu.

 

 

Stats Tool Custom Options

The custom options for the Stats Tool determine how the data is displayed on the chart. You will choose the number of dates to show, select fields to show and whether you want your dates to appear as columns or rows. 

 

Choose number of items to show

You have two options here: 

1. Show only the last date entered into CDM+
2. Show this many dates at once (followed by a drop-down menu)

Choosing the first option means viewers of the tool will only see data from the last date entered.

 

 

If you choose option 2, you also need to select the number of dates to show at once from the drop down. You also will see a new sub-option appear below it that says Prompt for date range? Placing a check in the box will allow tool viewers to select the dates for which they would like to see data using a calendar. If you do not check the box, the tool will automatically display the dates most recently entered in CDM+, and users could navigate backward by date. 

 

 

Select fields to show

The fields available on this list will change depending on the selections you have made to the tool's Custom Filters. The names of the fields are drawn from Preferences > System Preferences > Contributions > Stats Fields > List Stat Fields. 

 

Select fields by placing checks in the boxes beside them and they will appear on the tool.

 

 

 

Choose Date display preference

You have two options here:

1. Show each date as a column
2. Show each date in a row

Option 1 will display the dates as the column headings of your table with the fields listed as rows along the left. Option 2 will display it the opposite way with fields as the column headings and dates listed along the left side in rows.

 

 

If you have opted to show a certain number of dates at once, navigating among dates will appear differently depending on whether your dates are in columns or rows.

 

If your dates are in columns, the navigation links will appear below the chart with something like Previous or Next. (The actual verbiage is of these links is customizable in the tool's Designer.)

 

If you choose to display the dates in rows, the navigation links are up and down arrows that appear to the left of the chart.

Current Account Balance Tool

The Current Account Balance Tool is part of the Basic Toolkit. You must have the Accounting program to use it.

 

The Current Account Balance Tool will publish a current balance for a single account specified by the administrator. This tool provides financial information to church leaders and others who do not have CDM+ on their computers without the use of a printed report.

 

The options are limited only to the accounts you have set up in CDM+. You can publish balance sheet, income or expense accounts.

 

 

Setting up a new Current Account Balance Tool

After creating a new Current Account Balance Tool on the WMT website, you will be automatically directed to the tool's Options page. To re-enter this page at any time, visit the main page and click Options to the right of the tool.

 

Here you can rename your tool and determine the account for which you would like to display the current balance. The accounts are in order by account number on the drop down menu.

 

Click Save in the bottom right corner after you've made your selections.

 

Suggestions for using this tool:

• If your church has a capital campaign, mission fund, building fund or any other designated fund, you can publish the current balance on your website for everyone to see.
• Group several Current Account Balance Tools together for your senior pastor. Add password protection, if necessary. Even if there are several password protected tools on one page, the user only needs to log in to one of them in order to view all tools for which the login is valid.
  • See the section on Login Settings for more information about setting up security for tools.
• Publishing the balance of an expense account for a youth leader, music director or other group leader with an allotted budget will show them how much has been spent. Again, they don't need to bother an administrator to get a report with their balance, and the tool can be set up with a login and password so that only those who need to see the dollar amount will have access to it.

 

NOTE: The tool will only display a dollar figure, so desired identifying information would need to be added separately to your website.

Single Event Registration Tool

Setting Single Event Registration Options

Tool Options

After creating a new Single Event Registration Tool on the WMT website, you will be automatically directed to the Options page. To re-enter this page at any time, click Options to the right of the tool.

 

 

In this window you can:

• enter or change the name of your tool
• select the event for which the tool will register participants
• choose whether to link registrants to CDM+ Membership records
• select activities into which registrants can enroll
• set up credit card payment options
• set up email confirmation options for registrants and office staff
• choose whether to allow overbooking for the event and for each activity.
• choose whether to allow user to register multiple attendees
• set contacts options for Youth/Camp events
• show church selection drop list (CDM+ Regional version only)

 

Custom Options

1. Choose the event for which you would like this tool to register participants by selecting an event from the drop down menu. The events listed here come directly from your Event Records in CDM+ Event Registration.

 

2. Decide whether you want the tool to link to your CDM+ Membership records by clicking the circle beside one of the following options:

• Do not link to membership. There will be  no link between this registration entry and the person’s record in CDM+ Membership. Registrants will be required to enter all their data.
• Allow link to membership, but do not require. Registrants whose information is in your membership data will not have to enter all their personal information, but more importantly, the tool will associate the registration with the individual in CDM+ Membership, allowing powerful cross-program queries. Those who are not in the database may still register. You may manually link registration records to membership at a later time.
• Require link to membership. Everyone who registers for the event must already be entered in CDM+ Membership.

 

 

3. Choose the activities available for the event. The activities are arranged in a table, with each activity on one line.

• To allow registrants to enroll in an activity, click to place a check in the box in the Active column of the table.
• The activity's price and description as it is entered in CDM+ Event Registration appear in the next two columns.
• In the Maximum Quantity per Registrant column, you can increase/decrease the number of each activity or item each registrant may purchase or enroll in. For example, you might allow each registrant to buy up to 5 T-shirts, but they may only purchase one set of books/materials. Use the + and - buttons in this column to adjust the quantities for each activity.
• Finally, you have the capacity/overbooking column. Here you can opt to allow overbooking for an activity that has a specified capacity by placing a check in the box. If an activity does not have a set capacity, this column will say "Unlimited Capacity." Changes to capacities are made in Event Registration; this column only allows you to opt for overbooking for each activity.
• The final column has a checkbox to indicate you wish to allow users to enter notes for an activity. Activity note boxes have no character limitations and are browser expandable. Notes entered here will be included on the confirmation page. 

 

 

4. Set up your credit card payment options for this tool. There are two parts to this setup. First, check the box to acknowledge that you have set up a merchant account with a payment processor for use by CDM+ WMT. Without this component, you cannot set up credit card payment on Web Ministry Tools. Second, select Test or Live from the menu beside Credit Card Mode. The test mode is for testing purposes during tool set up. While this option is set to test mode, you can enter information on the online tool and the card will not be charged. When you are ready to let people use the tool for event registration, set the credit card mode to "live." Credit card numbers will only be charged if this is set to live mode. 

 

5. Opt to send e-mail confirmation automatically following registration. Putting a check in the box means the e-mail registration notice (which is created on the Event Registration Event Record) will be sent to registrants upon completion of registration.

 

 

6. Opt to send registration notifications to staff by entering e-mail addresses in the space provided. Separate addresses with commas only, no spaces. An e-mail will be sent to each staff person with an address in this field each time someone registers for the event.

 

7. Opt to allow overbooking for the event. Check the box if you would like to allow overbooking for the entire event. If not, make sure the box is empty. If the event has been set up in CDM+ with unlimited capacity, there will not be a box to check. Note! You opt whether or not to allow overbooking for specific activities on activities table (see above).

 

8. If you elect to charge a processing fee  per credit card transaction, enter the amount. If you do not wish to charge a fee to the registrants, enter an amount of $0.00.

 

9. Choose whether users may register multiple attendees in the same session. Select your preferred option by clicking the circle to put a dot in it. Allowing users to register multiple attendees also allows them to pay for all the registrants on one transaction. When entering multiple attendees, the user may also indicate an attendee has the same address as a previously entered attendee.

 

10. Choose whether the tool should show the Event Summary Page. This page appears first in the sequence and provides event details prior to starting the registration process. Again, click the circle to select the desired option.

 

11. Choose the payment types for this tool. You may opt to only accept certain types of credit cards or ACH debiting of Checking and/or Savings bank accounts.

 

12. CDM+ Regional program users only, have the option showing a church selection drop list of all churches marked as "Congregation" in their CDM+ Regional Church Records.  

 

13. For tools linked to events designated in CDM+ Event Registration as Youth/Camp events only, you have several options for users to enter contacts. First of all, you choose whether to show the Contacts Page at all. If you do choose to show it, you can set the tool to require 0, 1 or 2 contacts.

Using the Single Event Registration Tool

This section of the manual walks you through the process of registering children for Vacation Bible School with the Single Event Registration Tool.

First make sure your Web browser is not set to block pop-up windows.

Click the Launcher. The Event Summary screen appears if you have not elected to hide it.

Click Next. The Attendees screen appears.

 

Attendees

In this example, the tool is set to link to membership records, so click Select Individual. If there were no Select Individual button, you would simply type in the fields and skip the Individual Lookup step.

 

The Individual Lookup window appears. To register Jennifer and Jesse Allen, enter last name of Allen and clickSearch. The results show Jennifer, Jesse, Lucille and William Allen as choices. 

 

 

Click the Select link next to Jennifer. The Attendees window appears with most of Jennifer’s info filled in. A few fields will not auto fill. If this is a youth/camp event, you will want to indicate gender, grade and birthday, and you will also need to fill in an Email Address.

 

 

To register another person, such as Jennifer's brother Jesse, click Add Another Attendee.

 

 

A new set of blank fields appears below Jennifer’s info. Click Select Individual again and choose Jesse. Most of Jesse’s info will auto fill. An alternate way to fill in the address for a second (or third, fourth, etc.) attendee from the same household is to use the drop down menu beside Address.  Choose “Same as . . . “ (in this case, Jennifer Allen). Note that Jesse is only a second grader. For youth/camp events, it’s a good idea to include instructions telling the registrant to use the Email Address of the responsible party, as this is where the confirmation notice will be sent.

 

Click Next Step. Because this is a youth/camp event and we chose to include contacts in our tool, the Contacts window appears next.

Contacts

 

The Contacts function in the Single Event Registration WMT is very flexible. It accommodates multiple contacts, always a good idea but especially important for blended families. Each contact has a Notes field, allowing the registrant to give any info he/she thinks is important.

 

 

Enter all the contact information and click Next Step. The Activities window appears.

Activities

Note that the Contacts pages only available for Youth/Camp events.

 

Jesse is a 2nd grader, so click that check box. Click the 5th grader check box for Jennifer.  William, Lucille, Jennifer and Jesse will all attend the picnic. Jesse has invited his dad as his special guest, and Jennifer has invited her mom, so we have assigned two “Friday Picnic” activities to each attendee. We could have assigned all “picnics” to one child. Note cost of $40.00.

 

Click Next Step. The Payment window appears.

 

Payment

Note: If an event has no fees associated with it, this window will not display.

Enter Billing Information. All fields are required. Use the name and address as it appears on your credit/debit card or bank account (depending on which payment method you choose).

 

Click Pay by Credit Card or Pay by Bank Account. 

• Credit Card – Enter your credit card number with no spaces
• Bank Account – To test giving from bank accounts, click Pay by Bank Account. Enter a valid Routing Number in the Routing Number input field. Enter your Account Number in the Account Number input field.  Click Checking or Savings. 

Click Next Step.

Completion

A successful charge brings up the Registration Complete window, which may be printed as your receipt/record of registration.

 

If this event is set up with an Email Confirmation Notice for the tool, an email will be sent to the email address you entered.

 

Giving Toolkit

The complete Giving Toolkit includes all of the following Premium Tools:

• The Giving Tool for secure one-time online gifts
  Note that a one-time gift may be split among different funds and that the creator of the tool determines which funds are available through the tool.
   
• The API version of the Giving Tool
  The API version of the Giving Tool functions like the regular version of the tool except that the API version requires knowledge of server-side programming language. If you have access to that expertise, you can create forms within the tool that flow seamlessly with your website instead of occurring in popup windows.
   
• The Givers Portal
  The Givers Portal allows members of your church family to set up one-time or recurring online gifts and/or check their current giving record. Secure login requires that the giver has a complete address and phone number in CDM+ Address Records and a valid email address in CDM+ Individual Records.

Note: Use of the Giving Toolkit requires the Pro version of CDM+ Contributions and a merchant account with Stewardship Technology.

Single Gift Tool

The Giving Tool is part of the Giving Toolkit. This tool allows you to take secure online single gifts. You must have the Pro version of CDM+ Contributions program and a merchant account through Stewardship Technology to use it.

 

The Giving Tool lets people—whether they are established givers to your church or organization or not—make online donations with a credit or debit card or from a bank account. You decide during tool setup whether or not to restrict access to the tool in any way. Through Login Settings, you can choose to:

• Let anyone give without logging in (the default choice)
• Require a login and restrict access to persons in your church database
• Require a login and restrict access to a particular church group

Each tool can be set up for donations to one or more Giving Funds. The Giving Tool links to your CDM+ Contributions program and requires a merchant account with Stewardship Technology. Please contact CDM+ Sales at 877-891-4236 for information on obtaining a merchant account.

 

Setting up a new Giving Tool

After creating a new Giving Tool on the WMT website, you will be automatically directed to the Options page. To re-enter this page at any time, click Options to the right of the tool.

 

In this window you can:

• change the name of your tool
• (optionally) select the event for which the tool will enter contributions
• select Giving Funds (and, optionally, Memorial gift designations) to which gifts can be made
• set up credit card payment options
• set up email confirmation options for registrants and office staff

 

 

Changing the name of a Single Gift Tool

To change the name of a Single Gift Tool, delete the old name and type in the new one in the box next to Tool Name on the Options page.

 

Custom Options:

1. Choose the event for which you would like this tool to enter gifts by selecting an event from the drop down menu or leave it blank. The events listed here come directly from events set up in your CDM+ Contributions and Attendance programs. You may wish to create a new event, such as Online Giving for contributions made using the Single Gift Tool. You may add a new event on the Master Coding System window. Click once to highlight Events on the Built-In tab and click on the small Add button below the list of Codes for Events.

 

2. Choose the Giving Fund(s) you want available to users of this Single Gift Tool by dragging each Giving Fund from the list on the left to the box header on the right. You may reorder multiple funds by dragging them up or down in the righthand list. The Description will default to the name of the fund in CDM+. You may change it here to however you want it to display on the tool.

 

If you are using the Memorials feature in CDM+ Contributions Pro and have Memorial funds linked to Contributions under Contributions Setup, you may choose the designee for memorial gifts from the drop list. If you have additional Memorial designees you want to display, drag the Memorial fund to the right again and select a different designee from the drop list.

 

 

3. Select Test Mode or Live Mode from the menu beside Credit Card Payment Mode. The test mode is for testing purposes during tool set up. While this option is set to test mode, you can enter information on the online tool and the card will not be charged. When you are ready to let people use the tool for giving, set the credit card mode to "live." Credit card numbers will only be charged if this is set to live mode.

 

4. You may opt to send gift notifications to staff by entering e-mail addresses in the space provided. Separate addresses with commas only (no spaces). An e-mail will be sent to the staff each time someone donates if you enter addresses.

 

5. You may opt to send a gift-specific email to the donor once the payment has been processed or not. Choose one of the Online Gift Notices from the drop list, otherwise leave the selection as None to not send an email to the donor.

 

 6. Select the payment type to use. This does not define the type of card WMT users may enter, but rather the payment type marked for gifts made with this tool when entered in CDM+ Contributions. You may create additional payment types, such as Online Gift, in CDM+ through the Master Coding System.  

Givers Portal

The Givers Portal expands the capabilities of the Giving Toolkit in several important ways. While the Single Gift Tool lets you take secure online single gifts, the Givers Portal adds:

• The option for givers to create (and change) at any time their own recurring gifts
  Givers themselves can create recurring contributions to any funds you make available and at any schedule.
• Secure online access to giving statements
  Givers can check their year-to-date giving anytime they choose through the secure Givers Portal. No more waiting for a giving statement in the mail or needing to call the church office or financial secretary.

Like all tools in the Giving Toolkit, a merchant account with Stewardship Technology is required in order to accept online payments through the Givers Portal.

Setting Givers Portal Options

After creating a new Givers Portal Tool on the WMT website, you will be automatically directed to the Options page. To re-enter this page at any time, click Options to the right of the tool.

 

Tool Name

You may rename your tool at any time under Tool Options.

Custom Options Select the Giving Fund(s) you want to make available from this Givers Portal. Click on the name of each fund you want to include. If you change your mind, click again to de-select. Use the Select All and Clear All buttons to speed up the selection process. You are not limited in the number of Givers Portals you can have on your website, so it is not necessary to make all funds available on all Givers Portal tools. NOTE: The funds in the list come from CDM+ Contributions. Navigate to Program > Contributions > Contributions Setup. On the Contributions Setup window, click the Giving Funds button to see the list of funds. Choose the Memorial designees you want to make available on this Givers Portal. In our example we have selected Ronald Smith. The selection process, including the Select All and Clear All features, works the same way as for fund selection. Choose the Payment Types for this tool. Select the specific debit/credit cards and ACH transactions you will accept. You are not required to accept all types. Choose the Giving Event to use with this Givers Portal. Unless you normally track giving by events in CDM+ Contributions, choose the first "blank" option in the drop down menu. Choose the Purpose of this Givers Portal. Givers Portals have 2 distinct functions: 1) to allow users to set up recurring gifts and 2) to allow users to view their giving history for the previous 12 months. Each tool you create can be a recurring gift setup tool, a giving history tool or a combination recurring gift setup/giving history tool. Our example is a combination tool. Click Save.

 

Using a Givers Portal Tool

1. Click on the Launcher for a Givers Portal tool.
Launcher for Aldersgate Givers Portal on tool Preview page	Launcher for First Community Givers Portal on church's website

2. The Login window comes up automatically.

Login to the Givers Portal. Login information is always required to access a Givers Portal, and users of the portal must be in your CDM+ database. A first-time visitor to the Givers Portal can create login information for himself/herself as long as he/she is in your CDM+ database with a complete address and phone number in the Address Record and a valid email address in the Individual Record. An unsuccessful login attempt will result in a message to contact the church for help.

3. The Welcome window comes up automatically.
	By default the welcome is directed to the Giving Unit from within CDM+, and the format is Salutation + Last Name. In our example the welcome is to William & Lucille Allen even though only Lucy logged in.

4. The giver creates his/her Accounts.
	The giver clicks on My Accounts and then on Create New Account. In the example at the left no accounts have yet been created.
Creating a credit card account for recurring transactions	Creating a bank account for recurring transactions
	In the example at the left, the two accounts the giver just created show up as available to use for recurring gifts. The giver may Create New Accounts or Edit or Delete existing accounts at any time.

5. The giver sets up Recurring Gifts.
	The giver clicks on My Recurring Gifts and then on Create New Recurring Gift. In the example at the left no recurring gifts have yet been created.
	After the giver clicks Create Recurring Gift, a window similar to the one at the left opens. The giver: chooses the account he/she wants to use for this gift (all accounts created in My Accounts are in the drop down menu) Schedules how often the gift should be repeated selects a Start Date for the gift (clicking brings up calender) chooses to let the gift recur indefinitely or sets a finite Number of Gifts using the "-" and "+" tabs (NOTE: If the giver chooses that a gift should recur a specific number of times, that number includes the first gift.) enters a Memo for the gift (optional) chooses the Giving Fund(s) and the Amount(s) for the gift -- a single gift may be split across multiple funds using Add Breakdown Line (NOTE: The funds available in the Giving Fund drop down menu are the ones selected in Options for this Givers Portal.)
Creating a recurring gift with multiple breakdown lines
	In the example at the left, two Recurring Gifts have been created. The giver may Create New Recurring Gifts or Edit or Delete existing recurring gifts at any time.

6. Church members view their Giving History.
	My Giving History shows all gifts, whether given online or not, for this Giving Unit over the last 12 months. Cash gifts and gifts given online both show "0" in the Check Number Column.

Three Types of Login

Option 1

Option 2 

NOTE: If multiple tools requiring login appear on the same website, the user only needs to log in to one tool to gain access to all the tools they are permitted to use.

Option 3 

NOTE: Usernames and passwords are stored with the Individual Records in your CDM+ Membership database. However, they are not visible or accessible in CDM+.

Group Access Lists

Group Access allows you to limit who in your CDM+ Membership database can log into a tool with Restricted Login Settings. You must have Option 3 Restrict login through Group Access List selected in order to see the options below.

 

 

Adding and Selecting Groups

Start by clicking the Add Group button. Then choose the Group Type and Group Code from the drop-down menus. To select multiple groups, click the Add Group button again and another table row will appear.

 

Click the Remove button at the end of a row to deselect only that group. If you change your mind and have not saved your changes since clicking the Remove button, you can click the Cancel button (which took the place of the Remove button on the row) to restore the group row.

 

 

The colored circles at the beginning of each row will help you to keep track of your changes to this section.

• Green = New Group
• Yellow = Unsaved Changes
• Red = Removed Group
• Gray = No Changes

You can also view this legend by clicking "What do these list columns mean" above the group table.

 

 

Individuals can access a tool if they are in any of the groups selected. They do not have to be in all of them.

The available Group Types and Group Codes come from the Master Coding System in CDM+.

 

On-Demand Access

When using Group Access Lists to restrict tool login, you also need to tell the tool what to do when someone who is not in any of the selected groups tries to access the tool. 

 

You have three options:

1. Do not allow access
2. Individual can request access, pending administrator approval
3. Add individual to the selected group(s) 

Option 1: Do not allow access

Any individual who is not in any of the selected groups will not be allowed to access the tool. With Option 1 selected, a user not in any of the defined groups would get the following message:

 

 

Option 2: Individual can request access

With a few more options, you can set up a process in which individuals can be granted access to the tool on a case-by-case basis. When you select this option, you must also enter at least one administrator email address in the space provided.

 

 

The tool will prompt the individual to enter information and an email will be sent to the administrator's email address(es) you entered. This email will include instructions to the administrator to go into CDM+ and add the individual to a group. Once the individual has been added to the group, he or she will be able to access the tool.

 

Click the image below to view a slide show of this process:

 

 

image 2

image 3

image 4

 

Option 3: Add individual to selected group(s)

Any individual who does not have access to a tool will be given access and be automatically added to one or more of the selected groups.

 

When you select this option, you must also select the group(s) to which you want the individual to be automatically added. A table will appear when you select this option. Click the checkbox beside a group to select it, thereby indicating that you want the individuals to be added to the group(s).

 

 

You can also enter administrator email addresses that will be sent notification when a new person is added to the groups and given access to the tool.

 

The email to the administrator will look like this:

 

 

 

Setting Up User Logins

New User Set Up

Forgot Password/Username

Users who have forgotten either their username or password also have a set of prompts to follow. The user must know the email address the church has on file and either their username or their password. If you know your password but not your username, you still must reset your password. Your username will be provided in the email sent along with the Reset Password Code.

 

If they have forgotten both their username and password, the best thing to do is to click the New Users button and enter the valid email address the church has on file. They will be directed to change their password and then given their previous username.

 

Click the image below to view a slide show of the process users will go through to reset a forgotten password and/or retrieve a forgotten username.

 

 

image 2

image 3

image 4

image 5

image 6

 

Contact the Church

In the Web Ministry Tools user set up process, there are some prompts that will direct the user to contact the church. 

If someone is having problems, the first thing to do is to see if his or her email address is listed correctly on the Individual Record or the Address Record.

 

 

If users cannot find themselves based on their email addresses, they can use the Address ID from CDM+. Address IDs can be found on the Address Records Window, but you must turn on the "Show Address IDs" option under Membership on User Preferences.

 

 

NOTE: While users' email addresses must be on file with the church, usernames and passwords are not accessible in CDM+. They are stored in the CDM+ database, but cannot be viewed within the program, even by the administrator.

 

Selecting Elements

1. Navigating the Configure List

2. Single Click

3. Drag a Selection

 

Element Descriptions

• If changing the background of a particular element will override another background, that information will be found in the Element Description for the overriding element.
• Some common elements are grouped under one styling element, and the Element Description will indicate that. This is often seen with cells on a table. When you select the element from the Configure List, only the first instance of the element will be highlighted, but changes made to the styling properties will affect all instances of the common elements. Clicking to highlight any of the common elements will allow you to style all of them, as well. Look for this feature on table cells and some groups of labels.
• Tools with multiple pages, such as the Single Gift Tool, have elements that appear on more than one page. For example, on the Single Gift Tool, the Top Page Navigation elements appear on multiple pages. Styling applies on all pages where they appear, and their properties can be accessed/changed on each page where they appear. Visit the section on Multiple-page tools for more information.

Styles

Viewing, Selecting and Altering Styles 

Examples of Styles

• Text
• Labels
• Input Fields
• List Inputs
• Links
• Buttons
• Table Headers
• Table Rows
• Table Row Alt

Overriding Styles

Element Properties

Dimensions

The Dimensions property can always be found on the element, named after the Tool, at the top of the Configure List. 

 

Because tools will appear on websites, their dimensions are set in pixels. Default sizes are entered into the fields to help give you a reference point, and the tool preview will change to reflect any changes. To preview a change in dimensions, enter a new number in the field and then click your mouse anywhere outside the field. Your change should reflect in the tool preview immediately. 

 

Event Listing Tool at 500 pixels wide:

 

 

Event Listing Tool at 300 pixels wide:

 

Display

The Display property is available on many elements and allows you to choose which elements appear on your tools and customizing them to meet your needs.

 

To hide an element, first select it and click the down arrow beside the Display property. Click to check the box that says "hide element." A gray checkered box will appear in the tool preview over the element to indicate that it is hidden. On published tools, the area will be blank.

 

In this screen shot example, the Notes element on the Event Listing Tool is hidden.

Click the image below to launch a slide show:

 

 

 

image 2

image 3

image 4

 

Display Text

The content of many text elements comes directly from your CDM+ database once your new tool is published, but some text fields have content you decide on during the design process. Title and Subtitle are examples of elements with text you add in the Designer. An element with text that can be changed will have the Display Text property available for styling.

 

To change display text, first select an element with the Display Text property. Click the red arrow to expand the Display Text property options. Enter your desired text into the field, and click your mouse anywhere outside the field to view your changes in the tool preview.

 

The following slideshow examples shows how to change the Display Text for the Title element on an Event Listing Tool.

Click the image below to launch the slideshow:

 

image 2

image 3

image 4

 

 

Padding

Padding is the area inside an element between its edge and its content. Padding is measured in pixels and keeps the content from touching the border. On elements without borders, padding keeps the content from appearing too close to the edge of the background. Adding padding often makes the content easier to read.

 

To adjust padding on an element, first select the element and click the red arrow to expand the padding property details. Choose the amount of padding in pixels from the drop-down menu. Your choices range from 0px to 7px. The element’s content will be inset on all four sides with the amount of padding you choose.

 

In the slideshow below will show three different levels of padding applied to the element named after the tool. Pay attention to the distance between the outer border and the text closest to it. 

Click on the image to launch the slideshow:

 

image 2

image 3

 

 

Border

Three different sets of options are available when styling border properties. For each border, you can set the size (or thickness), style—solid dotted or dashed—and color. 

 

To apply or change a border, first select the element to which you would like to apply border options. Click the red arrow to expand the border property options.

 

The border size is measured in pixels and size ranges from 0px to 8px. Choose the desired size from the drop-down list. A border will not appear in the tool preview unless you have selected a size greater than 0px AND selected a style.

 

From the Style drop-down list, choose solid, dotted or dashed. With these two selections made, a border should appear on your tool preview. If you have not yet selected a color for the border, it will appear in black.

 

 

To change the color, click the down arrow and the color picker window will appear. For the screen shot example, a red color matching other elements on the tool was selected. See the Color Picker section for more information about selecting colors. 

 

 

Click the image below to launch a slideshow depicting some different combinations of options:

 

image 2

image 3

image 4

 

NOTE: Selecting a style of none OR selecting a size of 0px will cause your border to disappear. If you are not seeing a border, check that you haven't applied one of these selections. This can also be a time saver if you are experimenting with borders as it is not necessary to deselect all three options in order to make the border disappear.

Background

To change the background color of an element, select an element with available background properties. Click the red arrow to expand the background property, and you will see a color swatch with an arrow. Use the color picker to select the background color and click OK. See the Color Picker section for instructions on use.

 

The slideshow below illustrates background color changes on several elements of an Event Listing Tool. Click the image below to launch the slideshow:

 

image 2

image 3

image 4

image 5

 

Alignment

Many elements with text fields have “Alignment” as one of the features you can set. Unless a text field fills the width available to it (as happens with a button or a dropdown menu), you can choose for the text to start at the left or the right of the element’s text field or to be centered in the space.

 

To set alignment, select an element with alignment properties and click the red arrow to expand the options and reveal a drop-down menu. Choose left, right or center from the drop-down menu. Alignment changes reflect in the tool preview.

 

The examples below show how the alignment changes affect the Title element of a Search Tool.

 

Alignment: Left

 

 

Alignment: Right

 

 

Alignment: Center

 

 

Font

Elements with text will have Font properties available for styling.

 

To style text, select the element with text and click the arrow to reveal the Font property options—Family, Size, Color, Style, Weight and Decoration.

 

Family

There are four font families from which to choose. Click the arrows to reveal the drop-down list and make a selection. Your current selection will have a check mark to the left of it. 

 

 

Each choice contains several fonts in case the user’s computer lacks the first or even the second font in the group. Tahoma, Verdana, Helvetica and Courier are all common, however, so it is likely the end user will see the actual font you choose. Tahoma, Verdana and Helvetica are simple, readable fonts that are quite similar, and Courier looks like letters from an old typewriter. If your website already uses one of the fonts on the list, you will probably want to use it for your tool.

 

Size

Click on the Size drop-down menu to choose a font size between 8 and 24 pixels. 

 

 

Color

Click the small gray arrow next to the square color swatch to open the Color Picker. See the Color Picker section for instructions on use.

NOTE: If you do not pick a color, the text will stay black.

 

 

Style (Italics)

To italicize text, select Italic from the Style drop-down menu. Otherwise, choose normal from the same list.

 

 

Weight (boldness)

If you want to change the boldness of the text, click on the Weight drop down menu and choose between normal and bold.

 

 

Decoration (underline)

The Decoration drop-down menu includes the option to underline text. Click the arrows to reveal the drop-down list and select none or underline. Your current selection will have a check mark to the left of it.

 

 

Link

A link is an element on a website that takes you somewhere else—either to a different area of the site or to another site entirely—or causes something to happen. Styling the text on a link is exactly like styling Font properties. The difference is that you can set the styling of the text on a link to change to show users where they are, where they need to click to go somewhere else (or do something else) and which parts of your site they have already viewed or visited.

 

Examples of Links

A typical Event Listing Tool has examples of links that do different things. The Previous Link and Next Link elements in the tool's header are used to navigate the tool's view by dates. The Toggler element shows/hides event details. The Event Contact Email element will open a new message in your default email client with the person's email address already entered in the "to" field. These are just three examples of links and their abilities. 

 

 

The Four Link Font Properties

Each link will have four font properties to style: Font-Link, Font-Hover, Font-Visited, Font-Active. Each of the four will have the same set of options. The descriptions below tell how each font property applies to the link.

 

Font-Link

Font-Link styling applies to a link that has not yet been visited or clicked on by the user.

Visit the section on the Font property for styling instructions.

 

 

Font-Hover

Font-Hover styling applies to link text when the user "hovers" over the link with a cursor or mouse.

Visit the section on the Font property for styling instructions.

 

 

Font-Visited

Font-Visited styling applies to links that the user previously visited or clicked on.

Visit the section on the Font property for styling instructions.

 

 

Font-Active

Font-Active styling applies to link text when the user is clicking on it. Often this styling only appears for a second, but a change in color, size or boldness often lets the user know that they have successfully activated the link.

Visit the section on the Font property for styling instructions.

 

 

Using Styles 

Any tool that has more than one link will have a Style called Links. Since you likely will want to style all links on a tool the same way, it is a big time saver to use the Styles for Links. See the section on Styles for more information.

 

 

Website Background Color (Preview only)

The Website background color property always appears on the element named after the tool at the top of the configure list. 

Many websites have white backgrounds, and if this is true of yours, you won't need to use this feature. However, if your church's website has another color background, on top of which the tool will be appearing, you may want to set this property.

 

The Website background color is applicable in the tool preview only. It changes the background color of the tool preview in the Designer so that it will look even more like the published tool. This can be useful in many ways, particularly when choosing tool color schemes and backgrounds. Most background properties have the option of choosing none (white box with a line through it). If your website has a colored background, that color would show through the parts of the tool that have backgrounds set to none; essentially, the background is transparent. On websites with white backgrounds, a published tool would look the same if the background was set to white or to none. 

 

Examples:

 

Website background set to light blue and tool's background set to gray

 

 

Website background set to light blue and tool's background set to none

 

 

Website background set to none

 

 

See the section on the Color Picker for instructions on selecting the website background color.

 

Color Picker

The Color Picker is used to select colors when styling borders, backgrounds, fonts, links and the website background color.

 

To launch the Color Picker, click on the small gray “down” arrow next to the square color swatch on the property you want to style. 

 

 

The Color Picker has a bar at the right with the entire color spectrum. Use your cursor (mouse) to move the bar’s slider up and down and watch what happens to the colors inside the two squares and to the series of letters and numbers that follow the # symbol in the text field. The series of letters and numbers is known as the hex value of the color and is a common way to identify colors on the Web.

 

To select a color, first position the crosshairs within the large square near the top right corner of the square. 

 

 

Move the slider on the spectrum bar until a bright version of the color you want appears in the small square at the lower left. 

 

 

If the color in the small square is the color you want, make a note of hex value and click OK. 

If the color in the small square is the right general color but brighter than you want, move the crosshairs around within the large square until you get the shade (darker) or tint (lighter) of the color you want. Make a note of the hex value and click OK.

 

 

Many elements by default are set to black. If you do not want a color on an element, click the small square with the diagonal red line through it (the symbol for none). When you do this, the crosshairs will stay in their last position, but the hex value field will clear indicating you have chosen none for the color. Click OK to close the Color Picker.

 

 

 

Writing down the hex value or copying it and saving it to your clipboard is a time saver. You will probably want to use the same color for other elements of your tool, and typing in or pasting in the hex value will assure an exact match and eliminate repeating the preceding steps for other elements.

 

Multiple-page tools

With and without a launcher

Elements that appear on multiple pages

Dimensions

Launcher

Changing Text on Launcher

To change the launcher text, select Launcher Button in the drop down menu and type the new text in the Content box. In the example at left, the default text has been changed to Aldersgate Giver Portal. You might want to be even more specific in the launcher name, especially if this Giver Portal is either for setting up recurring gifts or for viewing contributions history, but not both. A tool with the default launcher name may require some explanation of the tool's purpose on the website itself.

Changing Dimensions of Launcher

You may need to adjust the Dimensions of the launcher to fit a new name. To change the launcher's Dimensions, chooseTool-Wide Launcher from the drop down menu and change the numbers under Dimensions by clicking the "-" and "+" tabs until you are satisfied. Your webmaster will need the launcher dimensions in order to reserve enough space for it on your church website. Other parts of the Single Event Registration and Givers Portal tools appear in popup windows and do not require website "real estate."

Theme

Setting Up a Theme for the Tool

General Principles Setting default styles on the Theme pane saves a lot of time and effort. An element that appears multiple times throughout the Giver Portal can have its background color, border size and color, text size and color, alignment and other properties set once instead of each time the element occurs. If you need to, you can always override the properties you set here when styling elements on the individual pages of the tool. Select the type of element you want to style by 1) clicking on it in the preview or 2) choosing it in the drop down menu at the top right of the window. In our example we have selected Button. The properties we choose from the many options at the right will apply to all buttons on the tool unless we decide to uncheck Use Theme Value for a specific button.

You have almost unlimited choices in background, border and text colors, as well as in font sizes and styles, but remember, simple is usually best!

We suggest that you set a font size of at least 12 points for all text and that you coordinate colors and fonts to your website. Your webmaster can probably even give you the official "web numbers" for a few coordinating colors (see Color Picker below).

The elements for which you can set default styles are:

• Container – Some elements are grouped together in sections. In this case you can style the “box” that contains the other elements.
• Header – Choose font, font size, background, padding and more for the titles of your pages and page sections.
• Text – In general, text should be at least 12 points.
• Text Input – A subtle border around text input fields creates a cleaner form. Only a slight contrast between the background and border is needed (a bold contrast detracts from the text). Here is also where you style the font for data that will be entered in the fields. 
• Label – The name that appears next to each text input field. The Single ER Tool has many input fields, so label is an element users of the tool will see a lot. 
• Select List – The text that appears after you choose one item from a drop down list.
• Link – Choose a color for links that makes them show up as different from other text. Just because text is a link doesn’t mean it can be tiny. Links do need to be read. 
• Button –  Style buttons to be immediately visible without clashing with the website theme.
• Table Header – Table Headers need to stand out, but that doesn’t mean the text has to be excessively large. Reversed out text is one good way to make table headers stand out.
• Table Row and Alternate Table Row – The main body of your table consists of table rows and alternate table rows. Text on table rows and table row alternates should be of equal size and probably the same color.  A slightly different background color on the table row alternate is usually all that’s needed to make a table easy to read. 

Normal, Hover and Active 

• Normal is the state of the link when nothing is happening. The user has not clicked on the link yet and the cursor is not over it.
• Hover is the state of the link when the cursor is over the link but the user has not yet clicked it.
• Active is the state when the user has clicked the link. 

What is Padding?

Padding is the area between the content of an element and its border and does not include the border. In the case of elements in the Giver Portal content is usually text, so the padding is the area between the text and the border. If you wish you may set different amounts of padding on each side of an element.

The Color Picker

Wherever the word Color appears as a styling choice in the Designer, you may click on the Color Picker icon  to bring up the Color Picker window, which is where you choose a new color for the element you're currently styling. In our example, we're choosing a new color for the border of the currently-selected element.

There are several ways to choose a color in the Color Picker:

1. Click on one of the pre-defined colors in the table at the right and then click OK.
2. Position the slider in the middle of the window over the hue in the spectrum that you want. If the new color is too light or dark, too vivid or too gray, click around in the large square until the new color suits you. Click OK.
3. Type the official "hex" code for the color you want in the box beside the "#" sign. All colors on the web have a hex code, and your webmaster will probably be happy to give you a few that he/she has used on the church website. To maintain color consistency across the elements of your Givers Portal, you may copy and paste the hex code for the color of an element from one color picker to another. Hint: keep a text file of hex codes for frequently-used colors.

Other Pages in a Tool

Other Pages in a Tool 

Click through the tabs at the top of the designer see what will appear on the other pages of the tool. 

If you want to change the design of an element on any of the pages of the tool, select the element, click off Use Theme Value for whatever you want to change (background color, for example), make your change(s) and click Save.

Copy and Paste the Code

NOTE: You will likely need the help of your web site administrator to be able to do make changes to your web site's code.

Permanent Links

Using the Permanent Link to Test a Tool

Deactivating a tool

Credit/Debit Cards and Bank Account Transactions

How can I try out my tool? I don't want to charge my credit/debit card or take any money out of my bank account.

Tools that accept payments have a mode that can be set on the tool's options page. Set the mode to Test. 

To test credit or debit card transactions, use:

• this dummy credit card number -- 4111111111111111 (4 + 15 ones, no spaces or dashes)
• any expiration month and year
• any 3 digits in the CVV (security) code field

• a valid routing number
• a fake account number

I'm using test mode but getting an error when I try to charge a card.

Make sure you are using the correct dummy credit card number with no spaces or dashes. Refer to the email you received with your WMT and merchant account login information.

How do I void a transaction?

Use the Payment Administration feature.

How do I get an account with a payment processor?

Talk to our sales team who can provide information about setting up an account with Stewardship Technology for payment processing.

How do I process online gifts made with credit cards in CDM+ Contributions and Accounting?