IgnitionDeck Documentation

IgnitionDeck Enterprise (IDCF + IDC)

Plugin Installation

Your crowdfunding and e-commerce journey begins with the IgnitionDeck Framework. To get started, choose from one of the two installation options below:

Installation of IgnitionDeck and IgnitionDeck Crowdfunding Plugins

Automatic Installation Method

  1. Log into your WordPress Dashboard (The url will look similar to this: http://yoursite.com/wp-admin).
  2. In your WordPress Dashboard’s main navigation menu, click on “Plugins.”
  3. Click ‘Add New.’
  4. Search for IgnitionDeck to find the free IgnitionDeck Plugin.
  5. Click “Install Now” underneath the IgnitionDeck title.
  6. Once the installation is complete, click “Activate Now.”
  7. The IgnitionDeck Framework is now installed and activated.

Manual Installation

First, download the plugin from the WordPress plugin repository. Once you have downloaded your copy of the plugin, you can install via WordPress or FTP.

Installing via WordPress

  1. Log into your WordPress Dashboard (The URL will look similar to this: http://yoursite.com/wp-admin).
  2. In your websites Admin menu, go to Plugins Menu.
  3. Click the ‘Upload’ menu tab under the title “Install Plugins.”
  4. Click ‘Choose File’ and locate the zip file labeled ‘ignitiondeck.[version_number].zip.’
  5. Click ‘Choose’ to upload.
  6. Click ‘Install Now.’
  7. When completed, you will see a second menu screen with the option to activate IgnitionDeck. Click ‘Activate Plugin.’
  8. The IgnitionDeck Framework is now installed and activated.

Installing via FTP

Note: You will need an FTP client, such as FileZilla or Transmit.

  1. Open your FTP client and login to access the FTP of your WordPress site you wish to login into.
  2. Unzip the ignitiondeck.1.2.0.zip file.
  3. Find the wp-content/plugins/ folder in your WordPress installation.
  4. Upload the now unzipped ignitiondeck folder (and all it’s contents).
  5. When the upload is complete, log into your WordPress Dashboard and navigate to the Plugins Screen.
  6. Look for the IgnitionDeck plugin and click ‘Activate Plugin’.
  7. The IgnitionDeck Framework is now installed.

Installation of IgnitionDeck Commerce Plugin

  1. Download IgnitionDeck Commerce from your user dashboard to your computer.
  2. Installation via the WP Plugin panel:
    1. Click Add New button
    2. Click Upload Plugin button
    3. Click Choose File and navigate to location on your computer where the plugin ZIP file was saved, select file and click Install Now button
  3. Installation via FTP or your web host cPanel
    1. Unzip the file somewhere on your computer
    2. Log in to your site using FTP or cPanel
    3. Upload the `idcommerce` folder  to the `/wp-content/plugins/` directory.
  4. Activate the plugin through the ‘Plugins’ menu in WordPress

Register your IgnitionDeck Plugins

  1. Navigation to the main IgnitionDeck tab in your dashboard.
  2. Click on the Activate Now button which will open a dialogue in the window and ask you to log into your IgnitionDeck.com account.
    activatenow_unregistered
  3. Once you have logged in, the screen with automatically refresh and close returning you to the Activated version of the screen:
    activatenow_registered
    If you are already logged into IgnitionDeck.com when you attempt the registration, the screen will flash that you already own the product and to logout.  Do not log out.  The screen will auto-refresh and close the dialogue to the activated version of the screen (above).

Validating your IgnitionDeck License Keys

The IgnitionDeck Crowdfunding licence key

  1. Copy your IgnitionDeck Enterprise license key from your IgnitionDeck Dashboard.
    Note:     If you do not see the Key icon beside the other icons in your IgnitionDeck Dashboard, log out and log back in to refresh your IgnitionDeck Dashboard.
  2. Copy your IDC license key from your IgnitionDeck Dashboard.
    idc-key
    Note:     If you do not see the Key icon beside the other icons in your IgnitionDeck Dashboard, log out and log back in to refresh your IgnitionDeck Dashboard.
  3. Paste your IgnitionDeck Enterprise license key in the IDCF/IDE License key field and your IgnitionDeck Commerce license key in the IDC License Key field. Click on the Validate button.
    ignitiondeck_licensesettings_free
  4. Confirm that the license has been validated.
    ignitiondeck_enterprisevalid

Selecting your Commerce Platform.

Once you have the IgnitionDeck Framework and any other IgnitionDeck products you own downloaded from your IgnitionDeck Dashboard, uploaded to your plugins folder, and activated, you need to select a commerce platform. In this case we will be using:

IgnitionDeck Commerce
IgnitionDeck Commerce is the commerce platform required for IgnitionDeck users that intend to use all the powerful features of IDC such as CRM, integrated payment gateways, and the Member Dashboard.

1. Navigate to the IgnitionDeck main settings page in your WordPress Dashboard, select IgnitionDeck Commerce, and save.

IgnitionDeck_commerceSettingsIDC

Re-save your Permalinks Settings and Set your Timezone

Once the IgnitionDeck Crowdfunding plugin has been activated, you will need to go to Settings > Permalinks and click the “Save Changes” button (even if you haven’t changed anything). This is required because IgnitionDeck Crowdfunding creates a new “custom post type” in your WordPress installation called “Projects.”

If possible, it is recommended that you use the ‘Post Name’ permalink style: /%post-name%/.

Failing to save or re-save your permalink settings after activating IDCF will usually result in “404 Page Not Found” errors on your website. If you have trouble viewing project pages or your purchase form, it is likely that you need to re-save your permalink settings.

Important: Make sure that you have set your Timezone in Settings > General so crowdfunding campaigns end at the correct time.  Use the “Choose a city in the same timezone as you” method here, not the UTC+/- method, since the UTC method causes problems in some cases.

Set the date format to m/d/y format (middle option) rather than the default WP F j, Y format or d/m/y for the correct calculation of project beginning and end dates.

Create a Purchase Page and set it as default.

  1. Go to Pages and create a checkout page to be used as your site’s default page.  If you are using an ID theme, save the page and proceed to step 2.  If you are using a non-ID theme, you need to include the shortcode [idc_checkout] in the main content field.
  2. Go to IgnitionDeck > Project Settings, and select the Page name in the dropdown menu in the Default Purchase Page.
    IDC_ProjectSettings

Platform Settings and Project Creator Permissions

Set your General IgnitionDeck Commerce settings in the main IDC tab.

  1. Enter your receipt settings with your Company name and email
  2. Select the platform settings you require for your site (i.e. disabling the WP toolbar for non-admin users – recommended), and setting the checkout links for your Terms & Conditions and Privacy Policy pages,
  3. Assign a product on registration, optional
  4. Select the Project Submission Privileges (typically All Members).
  5. Save settings

IDC_IDEgenSet

Setup Your Member Dashboard

  1. Set the location of your IDC Account Links for your theme.  There are several methods for doing this depending on the theme you are using.  Please see IDC Account Links doc.
  2. Set the layout for your dashboard in IDC > Dashboard Settings and any widgets in Appearance > Widgets > Dashboard Sidebar.

Setup Your Payment Gateway(s)

All of your payment settings will be found in the IDC > Gateways screen.  The IgnitionDeck Commerce platform includes support for PayPal Standard, Stripe, Authorize.net, FirstData, and several other credit card processors with optional modules. You may only have one credit card processor active at once, but a credit card gateway can be combined with one of the PayPal options and/or offline payments simultaneously. The offline payment gateway permits your site to register a pledge of support without capturing a payment.

For testing purposes, select the Enable Test Mode checkbox; uncheck this box when you are ready to go live.

PayPal Standard

  1. Select Enable PayPal checkbox,
  2. Enter PayPal account email address,
  3. If you are going to permit creator to connect their PayPal account to capture funds directly, select the “Enable for Creators” checkbox,
  4. Click Save Gateway Settings,
  5. Don’t forget to go to your PayPal account and in Profile > My Selling Tools > Instant Payment Notification settings set your return URL:
    PayPay_IPN

Note: You cannot use a Personal account for taking money through your website – it must be a Premier, Business or Website Payments Pro account only.

Testing PayPal Standard: When using PayPal Sandbox mode, you MUST enter your PayPal SandBox mode user email address when you are testing the checkout process.  If you use any other email address during this process, you will receive a warning from PayPal that your email does not exist with PayPal.  (This is because PayPal Sandbox is separate from regular PayPal).

Stripe

To use Stripe, you will need to have a Stripe account.  You can sign up for an account here.

  1. Select Enable Stripe checkbox,
  2. In Stripe, go to Account Settings > API keys,
  3. Copy and paste the test and live secret and publishable keys and enter them in the correct fields,
  4. If you are going to permit creator to connect their Stripe account to capture funds directly, select the “Enable Stripe Connect” checkbox,
  5. Click Save Gateway Settings,
  6. Go to IDC > Stripe Connect and enter the Client IDs in the Application Settings that were generated by Stripe Connect, set the fee type and amount, and put select the Development Mode checkbox (for testing purposes),
  7. Go to IDC > Crowdfunding and set the Crowdfunding Settings for the funding types you wish to permit your project creators to use.

Note: be sure to set up the Stripe webhooks in the Stripe Dashboard > Webhooks:

      • Account: http://[mydomain.com]/?memberdeck_notify=stripe (Test mode, update to https:// for live),
      • Connect: https://yourdomain.com/?ipn_handler=connect (Select Live mode as this hook will test both test and live events),
      • Connect: http://[mydomain.com]/?memberdeck_notify=stripe (if you are going to permit project creators to have subscriptions, add this webhook under Connect as well, again http for test mode and https for live mode)

Testing Stripe: For the basic functionality of Stripe, this can be done using one fo Stripe’s test card numbers.

For testing the Stripe Connect functionality, you will need to sign up for a second Stripe account (they’re free, you can close the account when you are finished testing).  Set you site up with your “real” Stripe account with everything in test mode.  Create a project creator account on your site and complete the Stripe Connect set up through the project creator’s Payment tab for Stripe Connect. If the Stripe Connect is successful, the project creator account will see the button change and the project creators email address will appear in the Stripe’s dashboard Connected Accounts tab.

StripeConnect_successful

Conclusion

You have now set up IgnitionDeck+Membership utilizing the IgnitionDeck Commerce platform. You will now be able to submit projects and see them in the front end. Please have a look around the rest of our documentation regarding the finer details.

Please see our video tutorial for a step by step guide for the process covered in this Quick Start Guide: IgnitionDeck Crowdfunding + IgnitionDeck Commerce Setup video.

For reference, the list below links directly to our theme documentation.