IgnitionDeck Documentation

IgnitionDeck Echelon (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.1.2.0.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

  1. Copy your ID CrowdFunding license key from your IgnitionDeck Dashboard.
    ideschelon_license
    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. Enter your IgnitionDeck Crowdfunding license key in the main IgnitionDeck plugin screen in the IDCF License Key field.
  3. 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.
  4. Enter your IgnitionDeck Commerce license key in the main IgnitionDeck plugin screen in the IDC License Key field. Click on the Validate button.
    ignitiondeck_licensesettings_free
  5. Confirm that the license has been validated for IgnitionDeck Echelon (middle image in screenshot).
    ignitiondeck_licensevalidationmessages

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

WooCommerce

WooCommerce can be used with the IgnitionDeck plugin.  You must have the WooCommerce plugin installed and then you can select WooCommerce as your commerce platform.  All payment gateways, transactions, and products will be handled through that plugin instead of the IgnitionDeck Commerce plugin.

For further instructions on how to use WooCommerce with the IgnitionDeck Crowdfunding, please see WooCommerce with IgnitionDeck.

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.
  2. Go to IDCF > Project Settings, and select the Page name in the dropdown menu in the Default Purchase Page.
    IDC_ProjectSettings

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 or Adaptive, Stripe, Authorize.net, FirstData, and Coinbase. 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, Coinbase, 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. Click Save Gateway Settings,
  4. 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

Please 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).

Paypal Adaptive

[Note: PayPal Adaptive is now a Legacy API, and applications will be approved on a limited basis. We highly recommend Stripe as an alternative]

To use Paypal Adaptive Payments you will first need to login to PayPal.com and apply for an Application ID for Adaptive Payments. Generally, Paypal will pre-approve these, with restrictions.  You will be able to retrieve credentials that you can use for testing purposes while you wait for the application to be approved.

You can learn more about how to apply for a crowdfunding application here: Paypal Crowdfunding App Guidelines

Once you have successfully completed your application and received your app ID, you’ll need to get your API credentials. The folks at Putler have created a great guide here.

  1. Select Enable PayPal Adaptive checkbox,
  2. Enter API Username, API Password, API Signature, and App ID,
  3. Click Save Gateway Settings

Note: when in test mode, you will use the default App ID of APP-80W284485P519543T and you will need a sandbox credentials for a buyer to test payments. You can signup for Paypal sandbox here.

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. Click Save Gateway Settings.

Note: when in test mode you will need to use one of Stripe’s test card numbers.

Please see documentation for the other payment gateways.

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.