This page contains videos that explain how the setup was done for the Fundraising videos. It assumes you are familiar with Drupal 9 and CiviCRM. If you are neither, the videos may be difficult to follow. The videos showing functionality from the user perspective may be your best option for now.
We do not claim to show you the best or only solution for the required functionality in the videos. There are likely to be plenty of other options available to achieve the same goals, and probably even better ones. The videos intend to give an impression how different requirements can be achieved through the use of CiviCRM and other tools.
After the data from the webform has been sent to CiviCRM it is being processed by the Form Processor you have created before. Before we have a look at this specific Form Processor, first a brief introduction of the Form Processor in general.
The aim of the extension is to create a framework to enable swift development (increasingly without coding) of forms that are used on the public website and communicate with CiviCRM.
Next to the Form Processor you also need the Action Provider extension. The Action Provider provides predefined actions that can be used to do things in CiviCRM with the data entered on the form. For example: the form processor accepts the field ‘email’ and adds that to a contact card, the Action Provider can add an action that sends an email to that contact.
Secondly the Action Provider offers retrieval methods to provide default data to the form, in other words: the form will be prefilled with data already known in CiviCRM.
The video introduces how to use SEPA Mandates to direct debit the money that was promised to your organisation through the SEPA mandates.
The video shows how to set up different mailing templates that confirm to a donor what was donated and what will happen next.
The video show how the donation form was set up to accomodate the different payment options.
The video shows how the call to action “Donate Now” is linked to the webform with prefilled donor data.