Use cases - Campaign configuration

From Flouzo

• Only if logged in as campaign administrator

[edit] Wizard header

• This is the campaign configuration wizard. When the user goes to "Campaign configuration", he is automatically brought to the lowest incomplete configuration level.
• On the top of every page of this wizard, the list of levels is displayed horizontally (and clickable to go to the corresponding level page), in increasing number. The levels that are complete are displayed in bold, the incompletes are displayed in grey, and the current one is highlighted.
• The configuration progress bar is displayed on the top right of the page.

[edit] Step 1: Essential information

• Karen changes the title of her campaign to "Save the iceweasels!" (required field)
• Karen changes the desired amount of money for her campaign from 50.000€ to 100.000€ and keeps euros as a currency (required field)
• Karen sees the "Who will receive the funds?" radio selection: (beta2)
  • Current: "Me"
  • Organization search field, in case she wants to run a campaign for a given organization (See organization selection)
• Karen changes the organization which will receive the donations to "APRIL" (see "Organization selection") (beta2)
• Karen keeps the current start date
• Karen sets the end date of the campaign to 15/06/08 (required, three months by default, max one year)
• Karen sees the following multiple choice list (at least one must be checked):
  • "Accept pledges"
  • "Accept real donations"
• Karen selects "Accept recurring pledges", but can't select "Accept real donations", as it is greyed. A text informs her she needs to complete step 2 to accept them.

[edit] Step 2: Description

• Karen chooses an image for the homepage (left image on home mockup), adds a logo for her organization (right image on home mockup) and a campaign subtitle
• Karen writes a short description of her campaign (for the home)
• Karen writes a long description of her campaign

[edit] Step 3: Flouzometer

• Karen sees a preview of the current Flouzometer (horizontal and vertical version), along with the corresponding HTML codes to include on external websites
• Karen uploads her own transparent GIF images (horizontal and vertical) to replace the default one
• Karen changes the default color value used to fill the Flouzometer

[edit] Step 4: Tell a friend

• Tell a friend feature

[edit] Step 5: Payment recipient

[edit] Option 1 - Donations recipient information

• Only occurs if "Me" has been selected to receive the donations (beta2)
• Karen enters her Paypal account ID
• Karen reads the description on how to activate Paypal's IPN
• If Karen hasn't reached the verification level 1, she is prompted to do so and is provided with a link to the verification wizard, and will only complete the level when it is done.

[edit] Option 2 - Organization payment details (beta2)

• Only occurs if Karen has selected an organization to receive the donations
• The following information is displayed:
  • The name of the organization Karen selected
  • The Paypal account currently selected for the organization (or "none")
  • The names of administrative contacts currently listed for the organization

• If the organization hasn't reached verification level 1 and configured a Paypal account yet:
  • Karen is informed the organization has to fill in details in order to be able to receive actual donations and that, in the meantime, they will only be able to receive pledges
  • Karen can choose between two options:
    • "I am an administrator of this organization": a link is then provided to the corresponding organization verification page.
    • "Ask the administrators of the organization to verify their profile": Karen can fill one or several rows of the following fields to add administrative contacts she knows at the organization (required fields if the campaign has no administrative contact already recorded):
    • Name
    • Email address
  • Karen clicks on the button "Request details from the administrative contacts"
  • An email is sent on Karen's behalf (with her name&email in the From field) to each of the administrative contacts (both pre-filled and new contacts filled by Karen), asking them to fill information to allow Karen to raise money for them, along with a link to Organization verification. If donation pledges have already been recorded for this organization, the current amount pledged is included in the email.
  • If Karen said she is an administrator of the campaign, she is added to the list of known administrators of this organization.
  • If Karen gave additional administrative contacts, they are added to the list of known administrators of this organization.

[edit] Step 6: Identity verification

• See Use cases - Verification level

[edit] Step 7: Social contract

• Karen changes the default social contract (content of the Social contract wiki page)

[edit] Step 8: Modules (beta2)

• Karen goes to the modules list and unchecks the Forum module
• Karen validates, the forum tool, its tab and links are removed
• Karen checks the Forum module again
• Karen validates, the forum tool, its tab and links are put back in place, with its content and configuration unchanged

[edit] Step 9: Directory listing (beta2)

• As Karen has configured the required options (all options from the "Essential information" step), so she can now click to apply to be listed on flouzo.net; otherwise she would be asked to do so
• Xavier, the moderator, receives an email informing him Karen's campaign is pending review to be listed on http://flouzo.net/
• Xavier checks the campaign for netiquette & completeness, then validates it
• The campaign is listed on http://flouzo.net/

[edit] Step 10 - Extra options (beta2)

• Karen can choose between two campaign types (radio buttons):
  • Generic campaign (default, 3% commission)
  • Free Software/Content campaign, according to the Free Software Foundation (commission %age is set by campaign creator)
• Karen switches from "generic campaign" to "Free Software/Content campaign" and enters 2% as the Flouzo commission
• Karen clicks to validate
  • An email gets sent to a moderator to ask him to check the campaign and make sure this is really a Free Software/Content campaign
• Karen sees the "Free Software/Content campaign" selected, but some text warns her this will have to be approved before she can benefit from the specific commission (the text remains until the moderator approves or denies the request

• Karen can select optional services: forum moderation, community management, PR...
• Karen doesn't want to moderate the forums of her campaign herself, so she selects forum moderation
• Karen is told she will be contacted by email regarding the forum moderation service
• An email is sent to Flouzo staff to inform them about Karen's demand for forum moderation