KIMBIA » Product Docs http://www.kimbia.com Giving Power Thu, 29 Jul 2010 22:44:37 +0000 http://wordpress.org/?v=2.9.1 en hourly 1 Form Widget v.2 and CSS Examples http://www.kimbia.com/d/widget2/ http://www.kimbia.com/d/widget2/#comments Thu, 24 Jun 2010 11:10:17 +0000 admin http://www.kimbia.com/?p=229
UPDATE: As of the 6.23.2010 maintenance release, new HTML container elements have been added to the KIMBIA form widget. These new elements will facilitate more advanced form layouts via CSS and provide a more accurate method of styling. Any custom stylesheet that was written prior to these updates should continue to work as expected and no changes are necessary to accommodate these new elements. However, if you are applying custom styles to your KIMBIA form widget, we recommend reading the updated documentation and CSS examples.

With the release of our widget v2 or "short snippet", we have updated the documentation for configuring and customizing your KIMBIA forms. The new documentation covers everything from understanding the "new" short snippet to applying custom styles.

Highlights of the documentation:
  • Understanding the New short 'snippet'
  • Modifying the short 'snippet' configuration
  • Appending the short 'snippet' manually
  • Default behavior of the Kimbia form
  • Applying custom styling
  • Widget v2 HTML structure
  • Example custom CSS styles

In response to many customer requests, we are very excited to present the example CSS styles. While our forms are extremely flexible in how they are styled, this flexibility has left many wondering where to begin. Now all you have to do is begin with one of the example style sheets and edit or tweak it from there - much easier than starting from scratch.

A future post will be highlighting some customer examples, so if you would like your form or widget highlighted just let us know.

KIMBIA widget v2 Documentation KIMBIA CSS Examples

]]> http://www.kimbia.com/d/widget2/feed/ 0 How do I pre-fill contact information in KIMBIA forms? http://www.kimbia.com/qa/prefillcontactinfo/ http://www.kimbia.com/qa/prefillcontactinfo/#comments Fri, 18 Jun 2010 16:07:53 +0000 maubin http://www.kimbia.com/?p=1741

Are you a KIMBIA customer running an email donation or registration fundraising campaign and you already know your donor’s contact information? If you do and can uniquely identify the user when they load the page, you can pre-fill the contact information in KIMBIA forms so the user doesn’t have to type it.

Some examples of fields you can pre-fill:

  • First Name
  • Last Name
  • Email
  • Street Address Line 1
  • Streed Address Line 2
  • City
  • State
  • Zipcode
  • Phone

How to Set Kimbia Contact Profile Values

1) Determine the question.name. Usually, this can be determined by loading the form and getting the name attribute of the input. Do not use other attributes.

Put a Custom Function in the <head> of the web page, using JavaScript.

  1. <script type="text/javascript">
  2. function prefill(widget) {
  3. // do tasks here.
  4. }
  5. </script>

2) In your Custom Function, add calls to the widget API to set desired answer values.

  1. widget.setDefaultAnswerValueByQuestionName("questionName", "desired value");

Examples:

  1. widget.setDefaultAnswerValueByQuestionName("FirstName", "Bart");
  2. widget.setDefaultAnswerValueByQuestionName("_payment.firstName", "PayFirstNameTest");
  3. widget.setDefaultAnswerValueByQuestionName("LastName", "Jones");
  4. widget.setDefaultAnswerValueByQuestionName("ContactEmail", "bartjones@mailinator.com");
  5. widget.setDefaultAnswerValueByQuestionName('MailingAddress|country', 'US');
  6. //NOTE: when working with Addresses, set country first.
  7. widget.setDefaultAnswerValueByQuestionName("MailingAddress|street1", "1234 Testing Avenue");
  8. widget.setDefaultAnswerValueByQuestionName("MailingAddress|street2", "#2");
  9. widget.setDefaultAnswerValueByQuestionName("MailingAddress|city", "Pleasantville");
  10. widget.setDefaultAnswerValueByQuestionName("MailingAddress|state", "AL");
  11. widget.setDefaultAnswerValueByQuestionName("MailingAddress|zipcode", "78704");
  12. widget.setDefaultAnswerValueByQuestionName("Q4J3CDKWLGG", "555-555-5555,");

    ***see notes below

3) Put your snippet in the BODY of the page. Add the &onload= parameter to it that matches the name of your custom function.

<script src="https://widgets.kimbia.com/widgets/form.js?channel=[CAMPAIGN_PREFIX]/[FORM_SUFFIX]&onload=prefill"/>

NOTES:

  • When setting Address values, always set country first.
  • Field names may change from form to form for the items that are optionally added to Contact Information, like Title and Phone Numbers. So, don’t assume that “Phone” will always work as a randomly generated name is just as likely to be given to a field.
]]> http://www.kimbia.com/qa/prefillcontactinfo/feed/ 0 Make Progress Public, Part 3 of 3 http://www.kimbia.com/d/make-progress-public-part-3-of-3/ http://www.kimbia.com/d/make-progress-public-part-3-of-3/#comments Mon, 26 Apr 2010 14:08:29 +0000 admin http://www.kimbia.com/?p=1488

Configuring a time-based, goal-based, participatory fundraiser in Kimbia is a snap.

Part 3 of this simple guide explains how to:
  1. Define a specific, public financial goal and goal date for your campaign
  2. Enable your donors to also advocate and raise money for your campaign
  3. Publicly display campaign progress and the progress of individual advocates
  4. Track the performance of advocate supporters
  5. Link a registration form to a donation form so that a new registrant is automatically signed up to raise money
  6. Review a demonstration site that can be used as a model for your campaign

Using a registration form to sign up new advocate fundraisers

Kimbia registration forms can easily be linked to an individual donation form within your campaign.

Anyone registering using a linked registration form is automatically registered as a new advocate for the designated fundraiser.

Some common examples:
  • Your organization hosts an annual gala, golf tournament or 5K fun run. If you link the event registration form to the fundraiser, each new registrant will receive the fundraising tools described herein.
  • You organization wishes to recruit advocates to drive a campaign. In this case, you might create a simple registration form - it can include as little as just an email address. Each person signing up with automatically receive fundraising tools.
After you’ve setup your registration form, linking the form to a fundraiser is easy. Edit the Form Setting for your registration form and select the donation form that the registration form will distribute.

In this example, the registrant is simply providing contact information to sign up as an advocate. They will only see payment screens if they chose to make an optional donation, otherwise, they’ll receive a registration confirmation and their advocacy tools in their inbox.



Putting it all together ... the model Everybody advocacy site

To view a live version of the campaign used in this example please visit:

http://amhope.blogspot.com/

To try out these advocacy tools, visit the donate page and give a gift. The fundraiser is in Test Mode, so you can complete a transaction with the fake credit card number: 4111 1111 1111 1111 and verification code: 123.

Give yourself a gift or ask a friend do so to experience the whole process.

This campaign site includes lots of good promotional text. We welcome you to borrow any of our formats or text.

]]> http://www.kimbia.com/d/make-progress-public-part-3-of-3/feed/ 0 Make Progress Public, Part 2 of 3 http://www.kimbia.com/d/make-progress-public-part-2-of-3/ http://www.kimbia.com/d/make-progress-public-part-2-of-3/#comments Fri, 23 Apr 2010 14:10:41 +0000 admin http://www.kimbia.com/?p=1480

Configuring a time-based, goal-based, participatory fundraiser in Kimbia is a snap.

Part 2 of this simple guide explains how to:
  1. Define a specific, public financial goal and goal date for your campaign
  2. Enable your donors to also advocate and raise money for your campaign
  3. Publicly display campaign progress and the progress of individual advocates
  4. Track the performance of advocate supporters
  5. Link a registration form to a donation form so that a new registrant is automatically signed up to raise money
  6. Review a demonstration site that can be used as a model for your campaign

How Everybody Advocacy works for donors and donor advocates

Each time a donor donates to your campaign, they will see several options on the confirmation screen for viral or social promotion of the campaign. Each donor will also receive an email with simple instructions on how to promote the campaign. Donor advocates can email friends from the email button ... ... or post their personal link via Facebook or Twitter Facebook post Donors following the link will be taken to a donation form personalized for that advocate. Donor advocates can also publish their fundraiser on a personal Web page or blog. On blogs or personal pages, the entire donation form is displayed and donors can complete the transaction without every leaving your advocate’s site. It is important to note that your organization always controls the donation form centrally from the Kimbia control panel. Anytime you change options in the control panel, all remote forms will change instantly. When the campaign is over, all the remote forms will automatically turn off. Each time a donor advocate gets a new gift, they will receive a follow up email letting them know who gave the gift with a handy link to send a thank you note via email. Advocates will also get a status update on their fundraising progress and the progress of the overall campaign. Each email update also includes further encouragement and tools for continuing the promotional effort. When a donor gives to an advocate, the advocate who encouraged the donation is recognized in their email receipt.

Tracking your advocate’s progress via reporting and promoting further action

Keeping up with your individual advocates during the campaign is easy. One of the default reports in Data Management is Everybody Performance under Financial Transactions. This report lists each advocate, their unique AdvocateId, the number of gifts they’ve received and the URL of the Web sites where they have received gifts. Of course, it is always a great idea to email your best advocates to keep them motivated and thank them for their support. AdvocateId is a standard field in reporting. So, if you’re running a report to look at individual gifts to the campaign, you can add this field to see which gifts were given due to advocate activity. Also, AdvocateId can be exported the same way that email addresses can be exported. This is useful for several purposes, including:
  1. Sending follow up emails to your advocates to encourage them to start fundraising or continue fundraising.
  2. Embedding the AdvocateId in emails sent from your regular email application so you'll be able to track gifts that come from promotional activities, such as email forwarding.
  3. Adding AdvocateIds to future campaigns. Even if the donor advocate has not interacted with that campaign you can attach their AdvocateId to a donation form URL and track their promotional activity.
In Part 3, we’ll provide a walkthrough of a model advocacy-based fundraising site and explain how to tie a registration to your fundraiser.

]]> http://www.kimbia.com/d/make-progress-public-part-2-of-3/feed/ 0 Make Progress Public, Part 1 of 3 http://www.kimbia.com/d/make-progress-public-part-1-of-3/ http://www.kimbia.com/d/make-progress-public-part-1-of-3/#comments Wed, 21 Apr 2010 21:36:23 +0000 admin http://www.kimbia.com/?p=1447

Configuring a time-based, goal-based, participatory fundraiser in Kimbia is a snap.

What you'll learn about in Part 1 of this guide:
  1. Define a specific, public financial goal and goal date for your campaign
  2. Enable your donors to also advocate and raise money for your campaign
  3. Publicly display campaign progress and the progress of individual advocate
  4. Track the performance of advocate supporters
  5. Link a registration form to a donation form so that a new registrant is automatically signed up to raise money
  6. Review a demonstration site that can be used as a model for your campaign

Step 1 - Create a new campaign

Create your campaign and enter a Goal Date and Goal Amount.

The Goal Amount and Goal Date display as countdowns in the progress widget.

Step 2 - Create new donation forms

When you are creating each of your donation forms within the campaign, turn on Make Progress Public.

Every donation form within the campaign that has Make Progress Public turned 'On' will contribute to the total reported by the progress widget.
Note: It is possible to exclude some forms from the campaign total by leaving Make Progress Public set to Off. It is also possible to configure a progress widget to point to a specific form. That's why forms also have a Goal setting.

Two things occur when public progress is turned on.

First, progress to goal will be displayed in any progress widgets attached to this campaign ... (more on this below »)


Second, when your donors become advocates and convince their friends to donate, they’ll get an email updating them on their personal fundraising progress and the progress of the overall campaign ... (more on this below »)

Step 3 - Form Settings edit Everybody Setting

When creating each donation form, go to Form Settings and edit your Everybody Settings by turning Everybody On. Enter the URL where your donation form is hosted.

Step 4 - Form Settings edit Advocacy Settings

Another step...

In Form Settings ... edit Advocacy Settings.

First, edit the Personalized Message. This message displays when an advocate donor sends a friend back to the donation page.



Second, edit the Advocacy email header and footer. Whenever a donor gives to this form, he or she will automatically receive instructions about how to help promote the campaign. The instructions will arrive in an email sent as the same time as their receipt.

If If the advocate clicks the email button, the advocacy email will be queued up so they can easily send it to friends.

Step 5 - Install a progress tracker widget next to your donation form

Installing the progress tracker is as simple as installing a Kimbia donation widget.

The code for the widget is always: <script src="https://widgets.kimbia.com/widgets/executor/statusBar?campaign=[campaign_prefix].kimbia.com"></script>

Copy and paste the progress widget on your organization's home page or the front page of the campaign web site.

The progress tracker should also be placed on the donation page. Placing the tracker on the donation pages display the progress of the campaign to anyone considering a gift. More importantly, when an advocate sends a friend to the donation page, the tracker will display the advocate’s progress.

The tracker can be placed above the donation form, but it can also be pasted into a nearby column.

If a donor is sent to the page by an advocate, they will see the advocate’s individual progress instead the campaign’s progress.

For more information on installing and styling your progress widget, see our blog post: Installing & Customizing your Status widget

In Part 2, you will learn about the donor experience and about the advocate experience.  You'll also learn how to use reporting to track advocates.

]]> http://www.kimbia.com/d/make-progress-public-part-1-of-3/feed/ 0 Release Notes 3.29.2010 http://www.kimbia.com/d/release-notes-3-29-2010/ http://www.kimbia.com/d/release-notes-3-29-2010/#comments Mon, 29 Mar 2010 23:32:07 +0000 admin http://www.kimbia.com/?p=1386
With this release, KIMBIA addresses three concerns for Administrators using the Control Panel. This release includes a new locking feature to help KIMBIA Administrators maintain more control over the Campaign configurations, two new Campaign goal settings and the ability to process refunds for IATS payment processor.

KIMBIA Release Notes 3-29-2010

]]> http://www.kimbia.com/d/release-notes-3-29-2010/feed/ 0 Installing & Customizing your KIMBIA Advocate Look-up Widget http://www.kimbia.com/d/installing-customizing-your-kimbia-advocate-look-up-widget/ http://www.kimbia.com/d/installing-customizing-your-kimbia-advocate-look-up-widget/#comments Thu, 04 Feb 2010 16:57:55 +0000 maubin http://www.kimbia.com/?p=1256
Are you a KIMBIA customer running an Advocacy-based fundraising campaign? Have you challenged your supporters and athletes to raise funds on behalf of your organization?

Our Advocate Look-up widget allows your web site visitors to more easily support their friends by entering their name or email address. Now, they don't have to remember or find that old email with a personalized URL from their friend. They can just visit your website and look their friend up!

Advocate Look-up (default styling) After an Advocate's information is submitted, the Look-up widget will either send the user to that Advocate's personalized donation form, or it will ask the user to choose the correct advocate from a list of potential matches.

This post covers:


Installing the Advocate Look-up Widget

Simply paste the following code into the HTML page you wish to display the Advocate Look-up widget:
<script src="https://widgets.kimbia.com/widgets/executor/advocateLookup?campaign=[CampaignPrefix].kimbia.com"></script>

Make sure you replace [campaign_prefix] with the actual prefix of your campaign listed in the 'Hosted Page' address on the Campaign Details page shown below:


Customizing your Advocate Look-up widget with CSS

We think our Advocate Look-up widget looks great out-of-the-box. But, if you would like to edit its look and feel, please be our guests. Using the custom CSS template below, you can easily adjust the default look and feel to match your existing HTML.

As always, customizing the CSS is optional. If you do choose to create a custom CSS file:
1) you're responsible for hosting this file on your website
2) only include the style attributes from the following template that you wish to override. Placing null value attributes in your declarations will cause your styling to break in unexpected ways!

KIMBIA Advocate Lookup Widget Custom CSS template
The following image gives provides a visualization of the HTML elements available for styling and how the markup relates to the rendered widget: Look-up widget Code Mockup

]]> http://www.kimbia.com/d/installing-customizing-your-kimbia-advocate-look-up-widget/feed/ 0 Kimbia Reporting Guide http://www.kimbia.com/d/kimbia-reporting-guide/ http://www.kimbia.com/d/kimbia-reporting-guide/#comments Tue, 15 Dec 2009 22:02:50 +0000 maubin http://www.kimbia.com/?p=1098
Successful online fundraising and event registrations always leads to the need to generate reports and analyze all the great information that is gathered in the process of securing those valued donations and registrations. As our clients know, their data is valuable and KIMBIA's reporting features make it all readily available - in real time. These immediate access reports are enabling KIMBIA customers to more effectively achieve their business objectives and answer their pressing questions, for example:
  • Need to produce a report of all donations and refunds for October for Accounting? Check
  • Need to provide your T-Shirt vendor with a real-time view of shirt orders for that event? Check
  • Need to understand which Advocate is generating the most money? Check
  • Want to keep tabs on how much has been collected today, yesterday, this week, or last month? Check
  • Does your Executive Director want to be notified when "high dollar" donations are received? Check

The following PDF contains the following to help you quickly build better, more useful reports:
  1. A report selection guide - to help you understand how to select report types and templates
  2. A review of the Report Build Screen - to help you understand how to build and configure your reports, including adding forms, setting the report format and columns, filtering, and defining summaries (totals and subtotals).
  3. A glossary of the terms and concepts available in KIMBIA Reporting - organized by Category, to help you identify the available columns, what they are, and where to find them.
  4. An explanation of common KIMBIA Data Types - to help you understand what they are and how you can use them to achieve the report output you want.

Reporting How To Guide

]]> http://www.kimbia.com/d/kimbia-reporting-guide/feed/ 0 11.30.2009 Release Notes http://www.kimbia.com/d/kimbia-release-notes-11-30-2009/ http://www.kimbia.com/d/kimbia-release-notes-11-30-2009/#comments Mon, 30 Nov 2009 23:56:24 +0000 maubin http://www.kimbia.com/?p=1054 The November 30 release of KIMBIA improves usability for administrators and end users alike. This release introduces a new tally table feature to help donors and registrants preview charges on a single page form as well as improved Control Panel terminology to make things simpler for the KIMBIA administrator. Please review the following document to learn more... Release Notes - November 30, 2009

]]> http://www.kimbia.com/d/kimbia-release-notes-11-30-2009/feed/ 0 11.09.2009 Release Notes http://www.kimbia.com/d/release-notes/11092009-release-notes/ http://www.kimbia.com/d/release-notes/11092009-release-notes/#comments Tue, 10 Nov 2009 00:25:54 +0000 admin http://www.kimbia.com/?p=945
The November 9 release of KIMBIA improves the usability of the KIMBIA reporting engine with a report selection guide and an updated color scheme. Please review the following document to learn more...
Release Notes - November 9, 2009

]]> http://www.kimbia.com/d/release-notes/11092009-release-notes/feed/ 0 Configuring automatic additional fees http://www.kimbia.com/d/automatic-additional-fees/ http://www.kimbia.com/d/automatic-additional-fees/#comments Mon, 02 Nov 2009 18:20:37 +0000 admin http://www.kimbia.com/?p=923
Many KIMBIA customers provide premium items along with donations which have associated fulfillment costs. Similarly, customers setting up events may need to add additional fees based on the participant's selected registration type.

It is easy to add these fees in KIMBIA and, importantly, tie different fees to different donation levels or registration types.

In this example, a KIMBIA administrator is configuring a donation form with two gift options with associated premiums and two gift options without premiums. KIMBIA fundraising applications can be configured to charge additional fees unique to each premium item and not add additional fees if a straight gift is selected.

Step 1
In the Question Library, create a multiple choice single response question but add only one response.

Now repeat the same process and create another question for the other premium item.

Step 2
Create a new fundraiser and add donation levels.

Step 3
In Donation Questions, add the two questions you created. Edit the questions, making them required, and inputing the additional amount to be added.



Step 4
Back on the donation questions screen, click on the "Asked for all donation levels" link below each question and specify the donation level associated with the additional fee question.


That's it. With this configuration, any donor selecting one of the premium items will automatically see an additional amount automatically added, so the payment screen will look like this.


If the donor selects the other premium item, the other fee will be added. If they donor chooses the non-premium donation and elects to specify and donation amount, no additional fee will be added.

As we mentioned at the top, the process is exactly the same for adding additional fees to specific registration types. For example, if a race is being conducted by a running club, the club might add a "one day membership fee" for non-members participating in the event.

]]> http://www.kimbia.com/d/automatic-additional-fees/feed/ 0 KIMBIA Payment Gateway Setup http://www.kimbia.com/partners/kimbia-payment-gateway-setup/ http://www.kimbia.com/partners/kimbia-payment-gateway-setup/#comments Fri, 23 Oct 2009 21:00:51 +0000 admin http://www.kimbia.com/?p=389 UPDATE 10/23/09 KIMBIA supports a number of internet payment gateways. By tying directly into your gateway account, you receive the money once the charge has been processed. See our list of supported gateways.]]> UPDATE 5/10/10: We've updated our Payment Gateway Setup document with updated gateways and instructions. KIMBIA supports a number of internet payment gateways. The attached PDF lists compatible payment gateways and the details the information we need for each when setting up an instance of KIMBIA. KIMBIA connects directly with a customer’s payment gateway account. By tying directly into your gateway account, you receive the money once the charge has been processed. NOTE: Recurring payments are only supported through Sage Payment Solutions and IATS. KIMBIA Payment Gateway Setup

]]> http://www.kimbia.com/partners/kimbia-payment-gateway-setup/feed/ 0 Question: what size should my form widget be? http://www.kimbia.com/d/form-widget-size/ http://www.kimbia.com/d/form-widget-size/#comments Fri, 23 Oct 2009 14:58:32 +0000 admin http://www.kimbia.com/?p=681
By default, the KIMBIA form widget is designed to work in areas of 180px to 600px In terms of KIMBIA best practices, we recommend the following guidelines ...
  1. More space equals more money
    The smaller it is, or the less it is featured, the less it will be used.
  2. Big enough for what you want to do
    e.g. bigger than your video player/images etc. that will be embedded in the form.
  3. Some points of reference about widths on the web
    - 625 pixels is the default central column size on Blogger
    - 425 pixels is the default size of an embedded YouTube video or Google map
      These are both comfortable presentation sizes.
  4. Below 300 pixels it starts to get too small
    better than nothing but significantly less used than wider forms.

Placing a widget in a Sidebar

When first evaluating where to install your widget, you may find it convenient to place your widget on every page of your website by placing it in the sidebar of a page template. Beware: depending on the existing content in the sidebar, this may work against your fundraising/registration goals.

If your sidebar currently contains items that are unrelated to the content of the page (links to external websites, ads, promotional items etc.) our experience shows that your existing web users will consider any new items in the sidebar also be unrelated, and therefore not a focal point.

If the sidebar is the only viable solution, we strongly recommend:
  • customizing the look and feel of your form through a custom CSS stylsheet that allows your form widget to stand out from other sidebar items
  • Placing the form at the top of the sidebar and hopefully 'above the fold' so it will grab your visitor's attention

]]> http://www.kimbia.com/d/form-widget-size/feed/ 0 Integrating KIMBIA form widget data with Google Analytics http://www.kimbia.com/d/form-widget-data-google-analytics/ http://www.kimbia.com/d/form-widget-data-google-analytics/#comments Sat, 17 Oct 2009 05:19:56 +0000 admin http://www.kimbia.com/?p=882
For many of our customers, the successful submission of a KIMBIA form widget represents the end of a very important chain of events. For others, its a very important step that may initiate other related actions. Over the past months we've encountered a variety of questions about website analytics and the KIMBIA form widget:
  • What is my online donor conversion rate - web viewer to donation/registration?
  • What paths are people taking through my website to reach my donation/registration forms?
  • Which paths through my website generate more donations/registrations than others?
  • Can I gauge how good is my message to get people to fill out the form?
  • I have a Google AdWords campaigns... can I track a Kimbia transaction as an eCommerce transaction to measure the efficiency of my campaigns?
Google Analytics is a robust and affordable (as in free) web analytics package. Its easy to configure and install, and is the analytics tool of choice for this website. Recent upgrades to its feature set allow organizations to track much more than simple page views. The following Google Analytics tracking options can can accept data input from the KIMBIA form widget:
  1. page views in a funnel towards a defined goal on the organization website
  2. events that occur within third party apps installed on a web page (flash movies, widgets etc.)
  3. ecommerce transactions that can be tied into an existing Google AdWords campaign
The follwoing PDF outlines what steps need to be taken to get form submission data into Google Analytics: Integrating KIMBIA form widget data with Google Analytics

*NOTE: This configuration only applies to KIMBIA form widgets running on the same domain address as the Google Analytics package. Form widgets installed on third party domains cannot 'share' their data to a Google Analytics package installed on a different domain.

]]> http://www.kimbia.com/d/form-widget-data-google-analytics/feed/ 0 Making your web pages Facebook Friendly http://www.kimbia.com/d/facebook-friendly-web-pages/ http://www.kimbia.com/d/facebook-friendly-web-pages/#comments Wed, 07 Oct 2009 17:00:50 +0000 admin http://www.kimbia.com/?p=856
Enabling KIMBIA's embedded Sharing links allows your donors/registrants to easily share the web address of the KIMBIA form on your website with the most popular online social networks: Facebook, Twitter and LinkedIn.

Facebook, in particular, provides your organization an easy way to ensure that your web page, fundraiser and/or event are correctly represented when a link is added to an individual's Facebook profile page.

By taking advantage of three very common (but often overlooked) HTML
tags, your website can ensure that the correct title, description and image are included in Facebook's preview of your web page.

To learn how, go here: Facebook: Making Sure the Preview Works

]]> http://www.kimbia.com/d/facebook-friendly-web-pages/feed/ 0 09.21.2009 Release Notes http://www.kimbia.com/d/release-notes/09212009-release-notes/ http://www.kimbia.com/d/release-notes/09212009-release-notes/#comments Mon, 21 Sep 2009 21:54:07 +0000 admin http://www.kimbia.com/?p=826
The September release includes a number of significant enhancements and a couple of important changes. Highlights include:
  • NEW: Configurable Donor Specified Amount Label
  • NEW: Form Labels
  • NEW: Reporting Enhancements
    - Empty Forms Now Available
    - Discount Amount Column Now Available in Reports
    - All Campaigns/Forms Reports Available
  • NEW: Messaging Profiles
  • CHANGE: Sharing Links default Setting to 'YES'
  • CHANGE: Everybody default Setting to 'NO'
Please review the following document to learn more... Release Notes - September 21, 2009

]]> http://www.kimbia.com/d/release-notes/09212009-release-notes/feed/ 0 Installing your KIMBIA form widget 'snippet' http://www.kimbia.com/d/installing-kimbia-form-snippet/ http://www.kimbia.com/d/installing-kimbia-form-snippet/#comments Thu, 20 Aug 2009 05:37:25 +0000 admin http://www.kimbia.com/?p=813
The form widget is the heart of any KIMBIA powered fundraising effort. Installing a form widget 'snippet' is, quite literally, as easy as copy & paste.

The following PDF outlines how to install this single line of code in the following places:
  • standard HTML (including CMS)
  • Blogger
  • WordPress
  • TypePad
KIMBIA Snippet Install

]]> http://www.kimbia.com/d/installing-kimbia-form-snippet/feed/ 0 08.10.2009 Release Notes http://www.kimbia.com/d/release-notes/08102009-release-notes/ http://www.kimbia.com/d/release-notes/08102009-release-notes/#comments Mon, 10 Aug 2009 22:11:42 +0000 admin http://www.kimbia.com/?p=793

The August release (planned for August 10th) includes three significant enhancements and features.
Highlights include:

  • Improved Sharing link functionality and user interface
  • “Other” Option for Multiple Choice / Single Response Questions
  • Support for Team Approach CVT file format in Data Mapping templates

Please review the following document to learn more…
Release Notes – August 10, 2009

]]> http://www.kimbia.com/d/release-notes/08102009-release-notes/feed/ 1 Installing & Customizing your KIMBIA Status widget http://www.kimbia.com/d/installing-customizing-status-widget/ http://www.kimbia.com/d/installing-customizing-status-widget/#comments Fri, 24 Jul 2009 19:58:14 +0000 admin http://www.kimbia.com/?p=688
KIMBIA's new status widget allows you to display the fundraising status of an entire KIMBIA Campaign, or a specific form on any web page. It is much more than a de-facto thermometer. It can be styled to match the look and feel of your website and customized to reflect the data you wish to display.

If your Campaigns or forms are using KIMBIA's Everybody features, the status widget can be targeted to an individual advocates status by simply installing it on an HTML page that already displays the personalized donation form for an advocate.

This post covers:

Installing the snippet to display a Campaign's status

Simply paste the following code into the HTML page you wish to display the status widget:
<script src="https://widgets.kimbia.com/widgets/executor/statusBar?campaign=[campaign_prefix].kimbia.com"></script>

This standard snippet will display the Campaign's status by default. Make sure you replace [campaign_prefix] with the actual prefix of your campaign listed in the 'Hosted Page' address on the Campaign Details page shown below:


Installing the snippet to display an Advocate's status

Follow the same steps as above, but make sure to paste the snippet onto a page that will already be displaying a personalized fundraising form. This page will already contain the Advocate's unique ID in the URL. The widget will automatically display the amount raised by the advocate and the amount remaining if any.

If your campaign is using fundraising forms that have a pre-defined goal, we strongly recommend adding the &goal= parameter (see Optional Parameters below) to your snippet to display the goal you have set for an individual advocate.

Modifying the snippet to display the status of a single form

Easy. Use the ?channel= parameter (see Optional Parameters below) in your snippet and add the portion of 'Hosted Page' address of your form on the Fundraiser Details page shown below:

Modifying the snippet to account for offline transactions

We realize that not all donations are made online, nor are all refunds. However, its imperative that when you're reporting the status of a fundraiser you accurately reflect the total amount raised. No problem. Using the &alterTotal= parameter (see Optional Parameters below), you can adjust the total displayed up or down to account for offline transactions.

Customizing your Status widget with CSS

We think our status widget looks fabulous out-of-the-box. But, if gilding the lilly is your thing, please be our guests. Using the custom CSS template below, you can easily adjust the default look and feel to match your existing HTML.

As always, customizing the CSS is optional. If you do choose to create a custom CSS file:
1) you're responsible for hosting this file on your website
2) only include the style attributes from the following template that you wish to override. Placing null value attributes in your declarations will cause your styling to break in unexpected ways!

KIMBIA Status Widget Custom CSS template
The following image gives provides a visualization of the HTML elements available for styling and how the markup relates to the rendered widget:



Optional Parameters

PARAMETER FORMAT NOTES
?channel= text This will display a single form's fundraising status.
(ex. '?channel=[CAMPAIGN_PREFIX].kimbia.com/[FORM_SUFFIX]')
This should be used in place of the '?campaign=' parameter in the standard snippet
&alterTotal= integer May be a positive or negative value. This value will be either added or subtracted from the total fundraising amount in the KIMBIA system for the campaign or form whose progress is being displayed.
(ex. '&alterTotal=300' or '&alterTotal=-200')
&barColor= hex color Color will be applied to:
  · the bar color
  · border & text color of the 'amount raised to date' block
  · background color of the 'days remaining' block
(ex. '&barColor=9210d5') Do not include the # sign.
&goal= integer This will override the goal set in the Fundraiser Details.
(ex. '&goal=2000') Positive integers only.

]]> http://www.kimbia.com/d/installing-customizing-status-widget/feed/ 0 Installing and Customizing your KIMBIA Re-send Email widget http://www.kimbia.com/d/installing-customizing-re-send-email-widget/ http://www.kimbia.com/d/installing-customizing-re-send-email-widget/#comments Fri, 24 Jul 2009 19:55:26 +0000 admin http://www.kimbia.com/?p=761
KIMBIA's new Re-send Email widget allows individuals who have previously donated or registered on a form in a Campaign to retrieve copies of all previous emails sent to the email address entered on the original form response.

After an email address is submitted, the Re-send Email widget will ask the end user to check the email account for the address entered. If the widget was able to locate a record that matches the email address submitted, the previously mailed messages will be re-sent to that email account.

This post covers:

Installing the snippet for the Re-send Email widget

Simply paste the following code into the HTML page you wish to display the Email Re-send widget:
<script src="https://widgets.kimbia.com/widgets/executor/emailResend?campaign=[campaign_prefix].kimbia.com"></script>

Make sure you replace [campaign_prefix] with the actual prefix of your campaign listed in the 'Hosted Page' address on the Campaign Details page shown below:


Customizing your Re-send Email widget with CSS

We think our Re-send Email widget looks fabulous out-of-the-box. But, if gilding the lilly is your thing, please be our guests. Using the custom CSS template below, you can easily adjust the default look and feel to match your existing HTML.

As always, customizing the CSS is optional. If you do choose to create a custom CSS file:
1) you're responsible for hosting this file on your website
2) only include the style attributes from the following template that you wish to override. Placing null value attributes in your declarations will cause your styling to break in unexpected ways!

KIMBIA Re-send Email Widget Custom CSS template
The following image gives provides a visualization of the HTML elements available for styling and how the markup relates to the rendered widget:

]]> http://www.kimbia.com/d/installing-customizing-re-send-email-widget/feed/ 0