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

This Is Optional

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

First go to your WordPress backend and click on Tools > Import > WordPress, it will ask you to install a plugin if you haven’t already.

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 “fundify.wordpress.xml”

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)

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.

  • Start Campaign Page: [appthemer_crowdfunding_submit]
  • 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 “Start Campaign Page” you would first go to Pages > Add New give the page a title and paste the [appthemer_crowdfunding_submit] 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, one called “Home”  one called “Blog” another called “Staff Picks” and one more called “New This Week”

Go to Pages > Add New > create the first page called “Home” and select the “Front Page” template from the “Page Attributes” box and save the page, do the same for the “Blog” page and select the “Default Template” and save. For ”Staff Picks” and “New This Week” do the same and from the ”Page Attributes” box select the respective page templates and save.

Contact Page Setup

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 Contact Form 7 or JetPack plugin.

Go to Pages > Add New and create a page called Contact, select the page template called “Contact” and publish the  page, 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 230 pixels. Height is 20 pixels.

Here is what the filled out header section looks like:

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 Fundify 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, and much more.

Go to the “Hero Unit” to customize the text that is shown on the home page in the hero box section.

If you have created a contact page you can customize the text that is shown on the page i.e. the address, etc.

Here is what frontend customizer looks like:

Included with the Fundify theme are 4 widget locations, 3 for the footer area and 1 for the main sidebar area on all pages apart from the full-with page.

The widget areas can be accessed by visiting Appearance > Widgets.

This is what the widgets area looks like.

Note: If you like the same “Most Popular” and “Most Active Campaigns” as shown in the theme demo please install this paid widget pack from EasyDigitalDownloads.com

 

Tip: Both site admins and campaign authors can create campaigns, in this section we talk about how site admins can create a campaign.

To create a campaign as the site admin go to Campaigns > Add New, give your campaign a title, upload a featured image, add a video if you have one to the “Campaign Video” section, add the description to the campaign, select a Category for the campaign.

Next go to the section called “Campaign Configuration” and add the goal amount, location of the campaign, the author of the campaign name, there PayPal address, the end date of the campaign.

Under where it says “Reward Options” this is where you can add pledge levels and rewards, click the tick box for “Enable multiple reward options” and fill out the Option Name, Price for each reward.

IMPORTANT:

Always enable the button that says “Disable the automatic output of the purchase button”.

Campaign Settings

When setting up your site please make sure you have the settings setup the same as the following instructions.

Go to Campaigns > Settings > General.

Please ensure that you setup all of the required pages for your site. You will need to ensure that you have set the checkout page, a success page with the shortcode of [edd_receipt] added to the page and you have setup an FAQ page and setup the submit a campaign page with the shortcode of [appthemer_crowdfunding_submit] added to the page.

Your setting should look similar to the following screen shot below.

IMPORTANT:

Go to Campaigns > Settings > Misc.

Please ensure that you have “Redirect to checkout” enabled so that when people click on the different pledge levels they will be redirected to the checkout page automatically.

All-or-Nothing & Flexible Funding Options

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

Collecting Funds

As of Crowdfunding 1.8, funds can be processed automatically at the end of a campaign. This is the recommended setting. If this option is turned off you will need to manually watch each campaign and process the funds when the campaign is complete.

Go to CampaignsReports > Export. In the “Export Campaign Data” box, select the campaign to export. A .CSV download will begin shortly.

It is also possible when using the [appthemer_crowdfunding_profile] shortcode to allow users to export their data. They will be presented with a link once the campaign is completed.

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 Fundify 
    Author: Astoundify 
    Template: fundify 
    */
    
    @import url("../fundify/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