Pico donation form testing

[MirandaEcho]

"Thanks for your patience — we're ready to resume Pico integration. I've completed the set up as far as I can go and it looks like we just need WP plugin. Let me know if you need anything else from me."

[MirandaEcho]

"Once the integration is ready (and do take a look this checklist so any forms and CTAs on your site are appropriately ‘classed’)."

Checklist: https://help.trypico.com/en/articles/3443212-a-checklist-for-developers-and-advanced-users

[joshdarby]

@MirandaEcho The WP plugin is (has been for a few months) installed and configured with their Publisher ID and API key.

What testing do we need to do with it?

[joshdarby]

Also worth noting that the email subscription form on the homepage is a Pico form.

[joshdarby]

@MirandaEcho ☝️ ?

[MirandaEcho]

From Pico, need to determine what of this is on us vs on SFPP to setup:

"Just checked out the staging site. In order to see Pico live, I had to add the staging site URL to your settings (https://publisher.pico.tools/settings/account) but now I see it popping up as it should be. (So just confirming that’s the only change I made anywhere to your account).

I don’t see where Pico is integrated into your existing email form. Please reference this help article: https://help.trypico.com/en/articles/2906349-signup-forms

(Site interaction class info for that signup form is here: https://publisher.pico.tools/settings/site-interaction)

For donations you can (1) use Custom Triggers (https://help.trypico.com/en/articles/2906365-custom-triggers) on all your donation CTAs to trigger it as a modal.

Class info for your donation plan can be found here (https://publisher.pico.tools/plan/edit/4b4cbb13-fff0-4304-b4df-83a508d1957e) under Popup"

[joshdarby]

I don’t see where Pico is integrated into your existing email form. Please reference this help article: https://help.trypico.com/en/articles/2906349-signup-forms

Do we know what signup form they're referring to here? The one on the homepage is straight from their docs at https://help.trypico.com/en/articles/2906349-signup-forms

<form class="PicoSignupForm">
  <input type="email" placeholder="Email">
  <button type="submit"></button>
</form>

[MirandaEcho]

Subscription form and popup confirmed working.

Circling back on this for donation pages, do these instructions give us what we need to set up the donation form via Pico?:

For donations you can (1) use Custom Triggers (https://help.trypico.com/en/articles/2906365-custom-triggers) on all your donation CTAs to trigger it as a modal.

Class info for your donation plan can be found here (https://publisher.pico.tools/plan/edit/4b4cbb13-fff0-4304-b4df-83a508d1957e) under Popup

And/or (2) simply direct folks to a donation landing page, which lives here: https://trypico.com/sanfranciscopublicpress

[joshdarby]

Circling back on this for donation pages, do these instructions give us what we need to set up the donation form via Pico?:

@MirandaEcho Yes, but we'll need to know if SFPP wants us to integrate Pico into an onsite form for option #1 or just link to the Pico donation landing page for #2

On their live site, the donation form at https://sfpublicpress.org/donate takes you to an offsite form hosted by Paypal.

[MirandaEcho]

The original plan was 1, since its a better practice for donation pages. How complex is it to set up that way?

[joshdarby]

So the Pico instructions above don't actually integrate onto a donation form on a page, it just makes you add a class to donate buttons that make a modal pop up when clicked. It looks like this:

@MirandaEcho Does that look ok?

[joshdarby]

If so, we'll need to do a code change to add the PicoPlan class to the donate button in the header.

[MirandaEcho]

That looks good, thanks Josh!

Miranda Krapf

Project Manager, INN Labs

Institute for Nonprofit News http://inn.org/

@INNNerds | @INN

On Mon, Jun 22, 2020 at 10:34 AM Josh Darby notifications@github.com wrote:

If so, we'll need to do a code change to add the PicoPlan class to the donate button in the header.

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