This guide is designed for web developers and web designers.

User interface

The important thing is to use the correct field ids, names, lengths, and the hidden fields. And to call the API correctly. See below for this information.

What happens - Payment Cards via Stripe

When a donor makes a payment card donation and clicks on the Submit button, the following happens within a few seconds:

1. The card details are sent directly to Stripe, and Stripe returns to the website a 'token' representing that card (therefore Donorfy never stores the card details)
2. the donor information on the form and the token are sent to Donorfy
3. Donorfy collects the payment from Stripe using the token provided earlier
4. the donor is added (if new) to Donorfy as a new Constituent and the donation is added to the constituent's Timeline as a Transaction.
5. If the donor made a recurring donation by card, a Recurring Payment Instruction is added to the constituent's Timeline, and the recurring payments will be subsequently collected by Donorfy.

The process is logged and visible in Financial | Online Donations.

Website compatibility

Any modern website system should be able to accommodate a Donorfy web widget.

Your website needs an SSL certificate - so the page containing the widget needs to be https://yoursite.org/donate (for example).

Your website needs to jquery version 1.9 or later. NOTE: whilst WordPress.Org sites (the majority) do support this, their WordPress.com does not.

The Stripe widget can only use the Live Publishable Key - do not attempt to use the Test Publishable Key from Stripe.

Testing the widget

For Stripe, to do a complete end-to-end test you need to use a real card and submit small test donations, of say £1. You will see the donation in the constituent's Timeline.

For GoCardless you can create a live Direct Debit using real bank account information, see it in the constituent's Timeline and cancel the DD in GoCardless before it gets to claim it.

In both cases, you will see the processing information logged in Financial | Online Donations.

This article has information about troubleshooting common web widget problems

Can I use GoCardless' Sandbox?

No. Donorfy only works with live the GoCardless system.

When testing, as noted in the above Testing the Widget section you will need to create live Direct Debits and then cancel any mandates created whilst testing in the GoCardless dashboard.

Can I connect my GoCardless account to a test Donorfy account?

No. You should not connect one GoCardless account to two Donorfys (your live Donorfy and a test Donorfy account) as this will cause issues with the live submissions and updates from GoCardless to Donorfy. If you want to test using a live GoCardless account then we advise creating a 2nd GoCardless account solely for the purpose of using with your test Donorfy account. 

Generating the HTML code to embed in your website

Follow these instructions to create a Stripe (cards) widget, or these instructions for a GoCardless (Direct Debit) widget.

Copy the generated HTML so that you can embed it into a page on your website.

Adding the widget to your website

Create a new page on your website. Paste the HTML that you copied in the previous step into the new page. Ensure that you are pasting it as HTML code, not as content to be displayed on the page (in WordPress for example, make sure you have the Text tab highlighted:

Modifying and styling the widget

You will want to modify the widget so that it is styled nicely into your website. You may also want to default certain values or hide fields. Within reason you can do what you like here to make the widget appear and behave as you wish.

The key things are that you must NOT change are:

• The form tag
• The ids, names  and maximum field lengths of the input fields
• The hidden fields at the end of the generated HTML - after the comment 'Do not change these values'  -  these are used to control the operation of the widget.

Card Number fields do not seem to be working 

If you are using the Stripe widgets which are Strong Customer Authentication compliant - see this - the fields where people enter their card number, expiry date and CVC code might not look like you can enter anything into them - as per the example below. If you can see the placeholders in the fields - i.e. 4 sets of 1234 in the card number, MM/YY in the expiry date and CVC then widget is initialising properly, also if you type a random card number in it will be shown in red as it is invalid. 

This means your widget is working but you need to make the card number field etc look like the other fields see the next section in this document 'Making the Card Number and associated fields look like the other fields on your page' 

Making the Card Number and associated fields look like the other fields on your page

When the card number, expiry date, and CVC fields are added to your page by Stripe they will not have any styling - e.g. background colour, font size etc - associated with them. You may want to add some styling so these fields are consistent with the rest of your page.

You can use the InitialiseForm function to style the controls that Stripe Elements adds to your page - see the example below - also see the Stripe knowledgebase articles for more info.

function InitialiseForm() {
var elementStyles = {
base: {
color: '#32325D',
fontWeight: 500,
fontFamily: 'Source Code Pro, Consolas, Menlo, monospace',
fontSize: '16px',
fontSmoothing: 'antialiased',
'::placeholder': {
color: '#CFD7DF',
},
':-webkit-autofill': {
color: '#e39f48',
},
},
invalid: {
color: '#E25950','::placeholder': {color: '#FFCCA5',},
}
};
var elementClasses = {
focus: 'focused',
empty: 'empty',
invalid: 'invalid',
};
cardNumber.update({style: elementStyles, classes: elementClasses} );
cardExpiry.update({style: elementStyles, classes: elementClasses} );
cardCvc.update({style: elementStyles, classes: elementClasses} );
}

Adding additional fields on the widget

You can prompt for additional information on web widgets to enrich data collection. See these articles:

• Updating Tags in the widgets
• Specifying donation beneficiaries in the widgets