Click & Pledge Integration

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What is Click & Pledge Integration?

Click & Pledge Integration allows responses from your form to be sent to your Click & Pledge account. A Professional level FormSite account and a Click & Pledge account are required.

FormSite's Click & Pledge Settings

Your form's Click & Pledge settings are controlled on the "Form->Third Party->Server Post" page.

  1. Log into your FormSite account and go to the "Form->Third Party->Server Post" page for your form.
  2. Enter the URL of the Click & Pledge server, "https://faas.cloud.clickandpledge.com/".
  3. Select "Name-Value Pairs" as the Message Format. "Name-Value Pairs" is the standard HTTP parameters format that Click & Pledge requires.
  4. Enable the "Use Server Response as Success Page" setting. This will cause the success/failure/error pages defined with Click & Pledge to be displayed to the user filling out the form..
  5. Optional: Use the Additional Parameters setting to pass other parameters to Click & Pledge. These should be in the Name=Value format, and will be appended to the message body during the POST request. If not using Additional Parameters, then special Click & Pledge fields must be defined on the form with Hidden Fields (see below).
  6. Custom Labels are required so that the results are in a format Click & Pledge understands. We recommend using the "Click Pledge API" Custom Labels from your starting template as these are already configured for the parameter names that Click & Pledge expects. The Results View and Results Filter settings should be left alone at their default settings.
  7. Enable the Purge Results option by setting the "Store Results After Post" option to "No", as Click & Pledge Integration requires FormSite results to not be stored.

Configuring Your Click & Pledge Form

  1. To start a new form, we recommend using one of the Click & Pledge templates that are available to you, or copying a Click & Pledge form that is already setup. When starting with a template, make sure to change the AccountID and AccountGuid field values to those of your Click & Pledge account. To get the API information for your account, see the first section of the Click & Pledge documentation page.
  2. Add or edit items on the form, as desired, making sure to keep any required Click & Pledge fields on the form.
  3. When setting up Click & Pledge fields on your form that the user is not expected to fill out, there are two options:
    1. Use Additional Parameters: With this method, you will list all field names and their values in Name=Value format in the Additional Parameters field on the "Form->Third Party->Server Post" page.
    2. or, Use Hidden Fields: With this method, each parameter will be a separate Hidden Field item on your form. You will then need to set the Default Value to the desired parameter value that should be passed. Hidden Fields will also need to have their Custom Labels defined (see below).
  4. Once you are done editing items, make sure that the Custom Labels are properly configured to translate the FormSite results for Click & Pledge. You can see the full listing of supported parameters at the Click & Pledge documentation page.

Testing your Click & Pledge Form

You can test your integrated form by setting the OrderMode field value to "Test". When ready to publish your form, set this value to "Production". For more information, please the Click & Pledge documentation page.

Collecting Click & Pledge Results

Once Click & Pledge Integration has been completed, your form is ready to accept results. When a user fills out your form, their responses will be sent to Click & Pledge when the user submits the last page and the result enters the "Completed" status.

Tips and Troubleshooting

If you are accepting multiple payment options on your form, each will require separate additional Click & Pledge fields detailing the payment item: ItemID, ItemName, Quantity, and UnitPrice, along with other optional fields. These fields should be kept in order as Hidden Fields on your form, and at least the ItemID field should have a unique value for each UnitPrice (amount) field. If new items are added to the form, update the Custom Labels for the fields at the "Form->Custom Text->Custom Labels" page so that Click & Pledge will process them.

The pages defined by the OnSuccessUrl, OnDeclineUrl, and OnErrorUrl fields will be called in the event of a successful transaction, a declined transaction, or an error at Click & Pledge. We provide default pages for these, but you can direct them to your own custom pages for additional control or troubleshooting.

Additional Information

Click & Pledge instructions and documentation links were created by FormSite to assist you in configuring your Click & Pledge Integration as easily as possible. If Click & Pledge makes changes to their site, these instructions may become inaccurate. Please contact Click & Pledge with any account-specific questions.

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