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[#36] Improve help text on Double Opt-In option

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Jens Schuppe 2020-08-19 12:27:46 +02:00
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README.md
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@ -43,24 +43,24 @@ The *default* profile is used whenever the plugin cannot match the Twingle
project ID from any other profile. Therefore the default profile will be used
for all newly created Twingle projects.
| Label | Description |
|---------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|
| Profile name | Internal name, used inside the extension. |
| Project IDs | Twingle project IDs. Separate multiple IDs with commas. |
| Location type | Specify how the address data sent by the form should be categorised in CiviCRM. The list is based on your CiviCRM configuration. |
| Location type for organisations | Specify how the address data sent by the form should be categorised in CiviCRM for organisational donations. The list is based on your CiviCRM configuration. |
| Financial type | Specify which financial type incoming one-time donations should be recorded with in CiviCRM. The list is based on your CiviCRM configuration. |
| Financial type (recurring) | Specify which financial type incoming recurring donations should be recorded with in CiviCRM. The list is based on your CiviCRM configuration. |
| CiviSEPA creditor | When enabled to integrate with CiviSEPA, specify the CiviSEPA creditor to use. |
| Gender options | Specify which CiviCRM gender option the incoming Twingle gender value should be mapped to. The list is based on your CiviCRM configuration. |
| Record *Payment method* as | Specifiy the payment methods mapping for incoming donations for each Twingle payment method. |
| Double Opt-In | Let CiviCRM handle the double opt-in. Group memberships for newsletter mailing lists stay pending until the subscription gets confirmed. Note that this only works for public mailing lists. Any non-public mailing lists will be ignored. Do not forget to disable Twingle's double opt-in option in the Twingle Manager. |
| Sign up for groups | Whenever the donor checked the newsletter/postal mailing/donation receipt checkbox on the Twingle form, the contact will be added to the groups listed here. |
| Assign donation to campaign | The donation will be assigned to the selected campaign. If a campaign ID is being submitted using the `campaign_id` parameter, this setting will be overridden with the submitted value. |
| Create membership of type | A membership of the selected type will be created for the Individual contact for incoming one-time donations. If no membership type is selected, no membership will be created. |
| Create membership of type (recurring) | A membership of the selected type will be created for the Individual contact for incoming recurring donations. If no membership type is selected, no membership will be created. |
| Contribution source | The configured value will be set as the "Source" field for the contribution. |
| Custom field mapping | Additional field values may be set to CiviCRM custom fields using a mapping. See the option's help text for the exact format. |
| Label | Description |
|---------------------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|
| Profile name | Internal name, used inside the extension. |
| Project IDs | Twingle project IDs. Separate multiple IDs with commas. |
| Location type | Specify how the address data sent by the form should be categorised in CiviCRM. The list is based on your CiviCRM configuration. |
| Location type for organisations | Specify how the address data sent by the form should be categorised in CiviCRM for organisational donations. The list is based on your CiviCRM configuration. |
| Financial type | Specify which financial type incoming one-time donations should be recorded with in CiviCRM. The list is based on your CiviCRM configuration. |
| Financial type (recurring) | Specify which financial type incoming recurring donations should be recorded with in CiviCRM. The list is based on your CiviCRM configuration. |
| CiviSEPA creditor | When enabled to integrate with CiviSEPA, specify the CiviSEPA creditor to use. |
| Gender options | Specify which CiviCRM gender option the incoming Twingle gender value should be mapped to. The list is based on your CiviCRM configuration. |
| Record *Payment method* as | Specifiy the payment methods mapping for incoming donations for each Twingle payment method. |
| Double Opt-In | Let CiviCRM handle the double opt-in. Group memberships for newsletter mailing lists stay pending until the subscription gets confirmed. Note that this only works for public mailing lists. Any non-public mailing list will be ignored. Do not forget to disable Twingle's double opt-in option in the Twingle Manager. |
| Sign up for groups | Whenever the donor checked the newsletter/postal mailing/donation receipt checkbox on the Twingle form, the contact will be added to the groups listed here. |
| Assign donation to campaign | The donation will be assigned to the selected campaign. If a campaign ID is being submitted using the `campaign_id` parameter, this setting will be overridden with the submitted value. |
| Create membership of type | A membership of the selected type will be created for the Individual contact for incoming one-time donations. If no membership type is selected, no membership will be created. |
| Create membership of type (recurring) | A membership of the selected type will be created for the Individual contact for incoming recurring donations. If no membership type is selected, no membership will be created. |
| Contribution source | The configured value will be set as the "Source" field for the contribution. |
| Custom field mapping | Additional field values may be set to CiviCRM custom fields using a mapping. See the option's help text for the exact format. |
## API documentation