GWL Donations App — Feature Documentation

Section A — Admin Panel Features

1. Dashboard (Home)

• Global App Status: master on/off toggle for all storefront donation blocks and processing.
• Active Pricing Plan Display: shows current plan (Basic, Advanced, Pro) and billing status.
• Performance Cards: totals for Preset Donation, Portion of Sale, Round-Up, and Recurring.
• Total Donation Amount: consolidated donation figure across all channels.
• Show on Empty Cart Toggle: controls whether the Cart Page donation widget shows with an empty cart.
• Giving Channels Shortcuts: quick links to manage settings and theme for each channel.
• Expert Assistance Panel: links to Contact Support and Rapid Support live chat.

2. Donation Preferences (Preset Donations)

• Campaign Management: create, edit, enable/disable, and delete named donation campaigns shown on the Cart Page.
• Campaign Settings: title, description, image, display style (Tabs, Dropdown, Radio, Price Bar, Text Box), preset amounts, optional custom amount, recurring toggle, and live preview.

3. Portion of Sale Donation

• Order-Based: percentage or fixed-amount donation on total order value, with custom message, tooltip, and order tag.
• Product-Based: donation triggered by specific products, percentage or fixed amount per product, with live preview.

4. Round-Up Donation

• Round-Up: rounds cart total to the nearest $1, $5, $10, or fixed amount, with optional manual top-up.
• Customization: custom title, description, checkbox label, campaign image display, order tag, and live preview.

5. Recurring Donations

• Setup: enable per campaign (auto-creates a Shopify selling plan); add PDP toggle block; Weekly or Monthly frequency. Merchants can edit and customize the recurring donation billing intervals (e.g., billing every 2 months, 3 months, or a specific number of weeks) under the Recurring Subscriptions settings by editing the selling plan group.
• Subscription Management: admin table of subscriptions with status, dates, and amount; Pause/Resume/Cancel with merchant email notification.
• Auto-Billing: automated weekly/monthly billing cron with receipt email and activity log on each order; reminder email 3 days before renewal.

6. Payment Recovery Settings

• Retry & Fallback: configurable retry attempts with fallback action (Pause, Cancel, or Skip) after max retries.
• Recovery Tracking: billing attempts log with error codes and timestamps; recovery status from Active Retrying to Exhausted.

7. Email & Receipt Customization

• General Branding & Logo Settings: contact email, optional CC email, and persistent logo management. Default app logo is automatically configured on app installation. Custom logo uploads are stored persistently, with automated fallback to the default app logo if a custom logo is deleted or invalid.
• HTML Editor Support for Email Customization: full rich-text / HTML editor for customizing body text across all customer notification emails (Receipt, Refund, Cancellation, Pre-Deduction Reminder, and Payment Recovery).
• Email Preview Functionality: real-time in-browser rendering of customized email templates with sample dynamic variables, allowing merchants to preview exact layout and text before saving or sending.
• Receipt Customization with HTML Editor: dedicated receipt customization tab featuring rich-text HTML editors for receipt acknowledgement text, footer notes, and cancellation receipt terms.
• Receipt Preview Functionality: instant sample PDF generation and live inline preview for donation and cancellation receipts using the merchant's custom HTML text, logo, and store currency.

Template variables: name, email, currency/amount, order number, date, campaign name, frequency (Weekly/Monthly), next billing date.

8. Donation Activity

• Activity Log: unified, filterable log (All / Preset / Recurring / Round-Up / POS) with date, order, type, amount, and status.
• Receipts: one-click resend, plus PDF download for all donation types; configurable 10/20/50 rows per page.

9. Track Donation (Analytics)

• Analytics: monthly trend chart filterable by donation type and year, for spotting seasonal or campaign performance.

10. Pricing Plans

Secure billing via Shopify. Cancel anytime.

Section B — Storefront & Customer-Side Features

11. Storefront Blocks (Theme Customizer)

• Donation Cart Page: preset donation widget on the Cart Page (shown always if Show on Empty Cart is enabled).
• Round Up Donation: round-up widget with calculated donation and optional top-up, on the Cart Page.
• Portion of Sale Donation: Portion-of-Sale message on the Cart Page, calculated from cart total.
• Recurring Donation Toggle: One-Time/Recurring (Weekly/Monthly) selector on the Product Detail Page.
• Subscriptions Manager: customer portal block on the Customer Account page.

12–13. Customer Donation Flows

• Preset Donation: select amount on Cart Page, click Donate; order tagged and logged; receipt email sent.
• Recurring Donation: select frequency and amount on PDP; shown in cart/checkout; order and customer tagged; auto-billed each cycle with receipt email; reminder email 3 days before renewal; manage via subscription portal.

14. Customer Subscription Portal

• Self-Service: view, pause, resume, or cancel subscriptions; pause/resume/cancel notify both customer and merchant.
• Access & Receipts: direct Manage Subscription link in every donation email; PDF receipt download for all donation types.

15. Cash on Delivery (COD) Donation Flow

• Deferred Donations: no donation entry, tag, or receipt while a COD order is payment-pending; all are created once the order is marked Paid in Shopify Admin.

16. Post-Order Automation

• Automated Pipeline: on confirmed payment: order tagged (and customer tagged for recurring), Donation Activity logged, receipt emailed, and Track Donation/Dashboard totals updated, across all donation types.

Appendix A — Subscription Tag Reference

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