Tip: Before uploading the theme make sure you unzip the theme download and inside of the download folder upload the zip called “Campaignify-Theme.zip”

To install this theme you must have a working version of WordPress already installed. For information in regard to installing the WordPress platform, please see the WordPress Codex – http://codex.wordpress.org/Installing_WordPress

Installation

When you are ready to install a theme, you must first upload the theme files and then activate the theme itself. The theme files can be uploaded in two ways:

  • FTP Upload: Using your FTP program, upload the non-zipped theme folder into the /wp-content/themes/ folder on your server.
  • WordPress Upload: Navigate to Appearance > Add New Themes > Upload. Go to browse, and select the zipped theme folder. Hit “Install Now” and the theme will be uploaded and installed.

Once the theme is uploaded, you need to activate it. Go to Appearance > Themes and activate your chosen theme.

Tip: Both of these plugins are completely free and available on WordPress.org

To take advantage of all of the great features Fundify offers, please install the Easy Digital Downloads and Crowdfunding by Astoundify plugins.

Go to your WordPress dashboard and click on Plugins > Add New > Search for both “Easy Digital Downloads” and “Crowdfunding by Astoundify” install both of these plugins and activate both.

Tip: We’ve included a way to import all pages and widgets from our main theme demo

Import XML Dummy Content

You can install our theme demo content using the XML Dummy Content file that is included with the theme download.

Steps to import.

  1. Go to your WordPress backend and click on Tools > Import > WordPress, it will ask you to install a plugin if you haven’t already
  2. Once installed activate the plugin and select the XML file from your theme download files, it will be in a folder called XML Dummy Content the file is called campaignify.wordpress.xml
  3. Once uploaded it will ask you to import the data into your WordPress user account select from the drop-down an existing user, also click on the check box that says Download and import file attachments. Once complete all the data will be imported into your site (Note: This can take up to 3min to import)

Import Widgets

To import the same widgets shown in our theme demo you need to first install the plugin called Widget Settings Importer/Exporter which can be downloaded here. Once installed and activated go to Tools > Widget Setting Import and import the file called “widget_data.json” that is located in the “Widget Dummy Content” folder which you downloaded from ThemeForest.

Steps to import.

  1. In Tools > Widget Setting Import - Click on the button that says Select a file, and then locate the widget_data.json inside of the Campaignify  Widgets folder
  2. Click the button that says Show Widget Settings
  3. Click the button that says Select All Active Widgets
  4. Click the button that says  Select All Active Widgets (Note: make sure you only select the import button once, otherwise you may import the widget twice or more)
  5. Your done! All widgets will be imported. You can now customize them in Appearance > Widgets and to change the colors of each widget go to Appearance > Customizer

IMPORTANT: 

Go to Settings > Reading > and setup the page reading setting just like the screen shot below.

Tip: Hide/show menu items if you wish to hide menu items to logged in or logged out users we recommend using the Nav Menu Roles plugin which can be downloaded here.

Go to Appearance > Menus, create two menus and drag items into the menu areas, select both menu area locations and save the menu that you have setup.

A setup menu should look like this:

The following shortcodes are used with our theme.

  • Campaign Contributor Dashboard: [appthemer_crowdfunding_profile]
  • Login: [appthemer_crowdfunding_login]
  • Register: [appthemer_crowdfunding_register]
  • Receipt Page: [edd_receipt]
  • Checkout Page: [download_checkout]

Setting up pages with shortcodes.

Example: If you are setting up the “My Profile” you would first go to Pages > Add New give the page a title and paste the [appthemer_crowdfunding_profile] shortcode onto the page and Publish the page, do the same for the rest of the shortcodes above.

To setup the theme just like our demo you will need to create a few pages, called Home, Blog, Login, Register.

Go to Pages > Add New > create the first page called Home and select the Static Campaign template from the Page Attributes box and save the page, do the same for the Blog page and select the Default Template and save.

What the Page Attributes box looks like:

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Creating Login & Register Pages

To create the login and register pages go to Pages > Add New and give the page a title i.e. Login and add the following corresponding shortcode to the page.

  • Login: [appthemer_crowdfunding_login]
  • Register: [appthemer_crowdfunding_register]

 

Tip: We recommend using JetPack for your contact page builder, but you could also use gravity forms.

To create a contact page we first suggest you install the JetPack plugin which can be downloaded here.

Go to Pages > Add New and create a page called Contact, if you are using a contact form plugin other than JetPack please refer to the setup guide for that plugin to add the shortcode for the form to the page.

To add a contact form to the page using JetPack use the icon next to the Insert Download button and create your form and add it to the page.

Tip: Personalize your crowd funding site by uploading your own custom logo

To add your own custom logo go to Appearance > Header under the “Select Image” section click on “Choose Image” and upload your own custom logo.

We recommend the size of the logo be as follows – Width is 200 pixels. Height is 50 pixels.

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Tip: Some great looking backgrounds can be downloaded from http://subtlepatterns.com/

To add your own custom background go to Appearance > Background under the Select Image section click on Choose Image and upload your own background.

Here is how the custom background looks when filled out:

Tip: The WordPress customizer lets you change pretty much everything design wise without having to know CSS skills!

The Campaignify theme uses two areas to customize the design of the theme. To access the main customization area go to Appearance > Customize within the WordPress dashboard.

Within this area you can customize everything from your logo, background image, site title, navigation, footer area, social links, home page widgets background and text colors and much more.

Here is what frontend customizer looks like:

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There are two aspects to setting up your campaign. The first is the actual campaign data, that is controlled via Campaigns > Add New (just like a WordPress post or page), and the other is how that data is going to be displayed. The campaign data is displayed via a series of Widgets, that are controlled via Appearance > Widgets screen just like normal widgets.

1. Add a Campaign

To create a campaign as the site admin go to Campaigns > Add New, give your campaign a title.

Campaign Configuration

Next go to the section called Campaign Configuration.

  • Featured Campaign: If you are using the Static Campaign page template, check this box for this campaign to appear on that page template. If you are using multiple campaigns, the most recently published featured campaign will be used.
  • Collect Shipping Information on Checkout: If you are planning on rewarding your donors with physical goods, and need to collect their shipping information when they pledge, check this box.
  • Funding Type: Select which type of campaign you want to run. Either “All-or-nothing” where funds can only be collected if your goal is reached, or “Flexible” where funds can be collected at any time.
  • Goal: The amount of money you would like to raise.
  • End Date: The deadline you want to collect the funds before.

Under Reward Options check Enable multiple reward options. This will allow multiple pledge levels to be added. Fill out an Option Name, Price, and optional purchase limit.

Important: Always enable the button that says Disable the automatic output of the purchase button.

Note: While there are other options, they are not used by the default Campaignify theme. However, they are left in case the data needs to be available for a child theme or other plugin.

Campaign Video

If your campaign has a relevant video, paste an oEmbed supported video link in the input. For example, if your video is on YouTube or Vimeo, all you need to do is paste the URL of the page the video is on.

2. Add Campaign Widgets

To display the information specified in the Campaign, and to give you complete control over the layout of the campaign page, the page information is controlled via Widgets. Just like you can add widgets to your Blog’s sidebar, you can use Widgets to arrange which information is displayed on your campaign.

While Campaignify is meant to feature a single campaign at one time, the majority of the included widgets are campaign-specific, meaning depending on which campaign is being viewed, the widget will dynamically display only the content related to that campaign. On the other hand, some included widgets, and all default WordPress widgets are global, and will display the same information on every campaign.

Included Widgets
  • Campaign Backers: Display a carousel of people who have pledged support of the campaign.
  • Campaign Blog Posts: Display a grid of standard blog posts.
  • Campaign Call to Action: Display a simple full-width bar with a line of text and large button.
  • Campaign Comments: Display all comments about the campaign, and a form to submit your own comment.
  • Campaign Content: Display the campaign’s content added to the standard content field in the WordPress editor.
  • Campaign Feature: (Global) Display an image, title, and text block.
  • Campaign Gallery: Display all images attached to the campaign in a stacked grid.
  • Campaign Hero Slider: Display a beautiful slider of images with a donation progress bar, button, and sharing options.
  • Campaign Pledge Levels: Display a grid of pledge levels that can be clicked to start the pledge process.
  • Campaign Video: Display a video attached to the campaign.
  • Campaign Widget Area: (Global) Add a widget area inside of this section. This can be used to display other default WordPress widgets.

Campaign Hero Slider

If you choose to use the Campaign Hero Slider widget, to add slides, simply click the Manage Campaign Slider when editing the campaign. Upload files to the gallery, and edit the title and description of each image.

Campaign Gallery

The Campaign Gallery widget pulls all images attached to the campaign, that are not in the Campaign Slider gallery.

Setting up Easy Digital Downloads

While Campaignify will work with the default Easy Digital Downloads settings, there are a few settings that can be tweaked to make things work even better.

Assign Pages

The pages created in previous steps need to be assigned so Campaignify can interact with them. To do this, simply visit Campaigns > Settings > General and under General Settings pick the respective pages from each of the pages select boxes.

FAQ Page, Submit Page, and Profile Page are optional, but all others need to be assigned.

Screen Shot 2013-05-06 at 8.45.30 AM

Redirect to Checkout

To create a more seamless checkout process, we can automatically redirect users to the checkout when a pledge amount has been selected. Visit Campaigns > Settings > Misc. and check Redirect to Checkout

Screen Shot 2013-05-06 at 8.46.04 AM

Customizing The Campaign Page

Along with being able to control the order of each campaign section, color customization is also included for each widget.

Simply via Appearance > Customize and click “Color” on the left hand side. You will be presented with an option to change the text color and background color of each widget. This control allows you to completely change the look of your campaign with very little effort.

If you have a pre-approval billing gateway installed such as WePay, Stripe or PayPal Adaptive Payments you will see these two types of campaign options: All-or-Nothing and Flexible.

  • All-or-Nothing: The default option, campaigns can only collect funds if the goal amount has been reached before the end date.
  • Flexible: Campaigns can collect funds even if the goal has not been met. It is possible to charge a higher fee with this type.

Flexible Campaign Fees

When using the PayPal Adaptive Payments gateway to keep a higher percentage of each pledge on flexible campaigns, simply visit Campaigns > Settings > Payment Gateways, and enter an additional percentage amount in the Adaptive Payments settings.

Image 2013-03-30 at 7.13.19 PM

Go to CampaignsAll Campaigns then go to the campaign that has eneded, and you will see a box called Campaign Funds as shown below.

When a campaign ends click on Collect Funds (Note: If using the PayPal Adaptive Payments gateway ensure that the campaign authors PayPal address is correct before collecting the funds.)

It is also possible when using the [appthemer_crowdfunding_profile] shortcode to allow users to request a payout once a campaign is complete. This will send a notification email to the site administrator. You can then review the campaign and collect funds.

For tutorial videos and setup instructions for payment gateways please see: http://docs.astoundify.com/choosing-payment-method/

To translate the theme do the following:

  1. Download the Poedit program to start translating the theme. While there are other programs that you can use, for the sake of clarity and simplicity for this tutorial we will use Poedit. It’s free and you can download it from here. Then install it. That’s easy too. Just click next. Then … next. Then finish. And you’re done.
  2. Translate the .pot or .mo file that is included in the themes “languages” folder and upload to your theme folder inside of the languages folder. When you save the files, you must name them according to your language code. i.e. for English is en_EN.
  3. Tell WordPress what language to use. if you haven’t done so already, you’ll need to make sure your wp-config.php file matches your language files. For example, if you’re using a French translation, you’ll need to add the fr_FR.po and fr_FR.mo files to your theme folder, then set your language in wp-config.php, like this: define (‘WPLANG’, ‘fr_FR’);
  4. Save your wp-config.php file, upload it to your WordPress installation, and you are ready to go. By the way, your wp-config.php file is located in the main directory where all your core WordPress files are located.

More information regarding translating themes can be found here: http://codex.wordpress.org/Translating_WordPress

Tip: Creating a child theme will save you lots of time in the future for when theme updates are released, you won’t lose your customizations.

This Is Optional

To create a child theme do the following:

  1. Go to /wp-content/themes. Create a new folder and name it the name of your child theme.
  2. Create a file and name it style.css. In the file include the following information:
    /* 
    Theme Name: Name of child Theme Here 
    Description: Child theme for Campaignify 
    Author: Astoundify 
    Template: campaignify 
    */
    
    @import url("../campaignify/style.css");
  3. Activate the theme.
  4. Add any additional CSS changes to this file, instead of changing the main theme.

More information regarding child themes can be found here: http://codex.wordpress.org/Child_Themes

How To Install Dark Child Theme

To install the dark style campaignify child theme go to this link here and click on the button that says “Zip” it will download a copy of the latest version of the dark style child theme, once downloaded go to Appearance > Themes > Install Themes > Upload and locate the zip file you just downloaded and upload to your site.

Once uploaded activate the theme.

You will now need to customize the home page widget sections colors using the theme customizer to match our theme demo.