Plugin Reorganization Guide
IgnitionDeck 2.0.0 comes with a brand new navigation putting all menu items under one main "IgnitionDeck" header. No longer will Projects, IgnitionDeck, and ID Commerce be split out into separate menues!
1 Setup
The Setup menu contains the 6 steps for activating the IgnitionDeck Crowdfunding plugin and setting the default values for the site.
2 Settings
- The Settings menu has 2 tabs for the Project Settings and the Deck Builder.
Under the Optional Features section of the Project Settings tab, modules which were previously located in IgnitionDeck » Modules, can be activated* and configured by clicking on the gear icon to open a settings modal within the current page.
* Optional features that require a plugin installation can not be activated until the installation of the required plugin has been completed
3 Commerce
The Commerce menu contains 4 tabs containing configuration options for General Settings (including CRM and front end ecommerce behaviours), Gateways, the Backer Dashboard, and Emails.
⚠️All settings and functionality here requires that the IgnitionDeck Commerce platform is set as the ecommerce platform for the crowdfunding projects. These sections will be disabled if using WooCommerce as the commerce platform for crowdfunding. See WooCommerce & IgnitionDeck
- Under the General tab are settings for email receipts, default checkout location, and front end project creation settings.
- The Gateways tab has all configuration options for the commerce platform including all available payment gateways, including those that were previously enabled via IgnitionDeck » Modules. Gateways can be activated and configured by clicking on the gear icon to open a settings modal within the current page.
- See Payment Gateways
- The Backer Dashboard tab has the location and layout option for the front-end dashboard
- The Emails tab has the customizable templates for all transactional emails sent through the commerce platform.
4 Projects
The Projects menu contains the interface where projects can be created and/or curated when submitted via the front end project form. The Projects menu has 3 nested menu items available by default, with an additional 2 items if the FAQ & Updates feature is activated under the Settings menu.
- Categories for organizing and filtering projects
Types** for organizing and filtering projects.
** This is currently only used by Fundify theme but can also be used via customization to further organize projects.
- See Themes | Fundify
- The Progress menu displays all transactions on projects as they would appear on the front end project. The option to curate comments and manually add offline pledges can be found here.
- The FAQs tab displays the interface for creating and curating FAQ content to be displayed in the corresponding tab of the assigned project, if the optional feature has been enabled.
- The Updates tab displays the interface for creating and curating Update content to be displayed in the corresponding tab of the assigned project, if the optional feature has been enabled.
5 Orders
The Orders menu contains 3 tabs pertaining to the transactions and orders occuring through the payment gateways.
- The Transactions tab displays the list of transactions as they are completed.
- The Process Pre-authorizations tab contains the interface to process pre-authorization charges on a single product or per project (all products associated with the project) basis.
- The Order Data Export provides options to export the orders associated with a product and/or project as a CSV file.
6 Products
The Products menu contains 4 tabs for the management of products and their assignment to crowdfunding projects, as well as (optional) associated digital content and purchase upgrade pathways.
The Products tab displays the form elements to create and manage ID Products as well as the ability to assign products to users***
*** IgnitionDeck Enterprise feature
- The Digital Download tab provides the ability to assign digital content to a product and it's associated reward level to be delivered to the supporter's account.
- The Upgrade Pathways tab interface allows the creation of pathways to permit a supporter to upgrade their support on a project for the pro-rated difference in price between reward levels.
- The Product Linking tab displays the association between product and reward levels allowing for admin level curation of project and associated rewards/products.
7 User Linking
The User Linking menu is where you find all user accounts with their associated purchases. This area allows you to manage the user's purchases, content access, and site permissions.
8 Troubleshooting
The Troubleshooting menu is where the optional tool to synchronize and fix any discrepencies between Orders and Projects » Progress can be made.
