Web Content

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Overview

Web Content provides you with the ability to create pages on your website with templates for Blog, Coupon/Deals, Job Postings, News and other ideas you create. You may add additional content types as needed to your database, then include them on your web-site, or the Info Hub or both.

Ideas for Web Content Types:

  • Job Postings – list of employment opportunities in your area. You may create separate content types, for instance, you may wish to showcase just your association postings on one page and have a separate type for your member postings.
  • Coupons/Deals – list of specials or online coupons. You may have one type for members only and another page listing deals available to any website viewer.
  • News – list of announcements, articles, newsletters or any other type of post. Create a news type for your association newsletters and create another for membership announcements.
  • Blog – a simple posting feature for creating blog posts.
(Note: does not currently contain ability to comment)
  • Testimonials – share your membership stories. Include their logo/photo. Or use as a member of the month posting.

Content Types

On installation of the software, standard content types (Job Postings, Coupons/Deals, News, Blog and Testimonial) are in your database. Content Types are used to organize your content on the web, as well as report and filter within the software. To begin using these, you will need to enable their use.

Enabling Common Content Types

  1. Click Web Content in the Navigation Panel.
  2. Click the Add Common Lists button.
  3. Select the content types that you wish to enable on the Setup Common Content screen.
    NOTE: You may rename the lists to meet your business process. For Example: if you prefer you may change "Job Postings" to be listed as "Careers" instead of "Jobs".
    Setup Common Content.jpg
  4. Click Done.

Once you refresh/reload the Web Content page, you will see that a new tab is created for each content type you add.

NOTE: If you have changed the name of the content lists, for example you have renamed Jobs to Careers, the tabs will reflect your customization.

Add A New Content Type List

You may associate a new content type to existing content lists. For example, you may wish to have multiple News content lists, perhaps one for members and one for the public.

  1. Click Web Content in the Navigation Panel.
  2. Select the Setup tab.
  3. Click the Add button.
    Edit Content List - CP.jpg
  4. Configure the following settings:
    • Content Type - Select the common content type to which you want to associate this list.
    • Name - Enter a name for this list. This name will be displayed on the web-site and Info Hub.
    • Plural Name - Enter the name for this list that will be used when it is to be plural.
    • Description - Enter a description of this list. This may be displayed on your web-site.
    • Optional Hub Icon - You may enter a a Font Awesome icon (Version 5.0.12 or less) to be displayed on the navigation panel for this item in the Info Hub. For Example: Entering fa-shopping-basket will display a shopping basket in the Info Hub menu, as shown below. Visit the Font Awesome website for a complete list of icons.
    Font Awesome Example.jpg
    • Subscription Notification Frequency - For those subscribed to this list, select when they will be notified of additions to the list. As It Happens provides an instant alert to the subscriber.
    Note: The database is seeded with three lists (Public Subscriptions for Hot Deals, Public Subscriptions for Job Postings, Public Subscriptions for Blog Posts) to which you may allow members and the public to subscribe. When new web content is approved, the automated email message Web Content Published will be sent to those who have subscribed.
    • Category List - Select the category to which this list belongs. The category will be used for display on your web-page (For example, you could create a category for restaurants for Hot Deals; or a category called full-time for Job Postings), reporting and filtering. A new category may be created dynamically by clicking the + button.
    • Options - the options allow you to define whether members, public or both may view/add to this list.
      • Allow Public Access - Select this option if the general public is allowed to access this content list.
      • Allow Public To Submit - Select this option you wish to to allow the general public to submit to this list.
      • Allow Public Subscribers - Select this option if you wish to allow the general public to subscribe to this list. When selected, the public will be able to subscribe, and will become member of the public subscription lists (Public Subscriptions for Hot Deals, Public Subscriptions for Job Postings, Public Subscriptions for Blog Posts) dependent on the type of content list you are creating. When you display the content list on your public web-site the link Subscribe to receive Hot Deals notifications! will be included on the page.
      • Allow Member Access - Select this option if you wish to display this list on Info Hub. If you are setting up Member to Member content, you would select this option and not selecting Allow Public Access option.
      • Allow Members To Submit - Select this option if you wish to allow your members to submit content for this list. If selected, a button will be displayed on Info Hub to allow them to do so. Dependent on the access level granted to the member, the content may be automatically approved or require approval from the back office.
      • Allow Member Subscribers - Select this option to allow your members to subscribe (receive notification) to this list. When selected, the member will be able to subscribe, and will become member of the public subscription lists (Public Subscriptions for Hot Deals, Public Subscriptions for Job Postings, Public Subscriptions for Blog Posts) dependent on the type of content list you are creating.
    • Custom Fields - Add custom fields as desired. By default, system generated custom fields include: Expire Date and Promo Code. Click the Add Custom Field button to add a new field.
  5. Click Done to save the new content list type.

Customizing Content List Types

When you have created a content list type, default custom fields are included based on the type of content list you have created. For Example, the News content list type includes fields for Media Contact, Related Links, and Source. You may add additional custom field to meet your business needs.

  1. Click Web Content in the Navigation Panel.
  2. Click the Setup tab.
  3. Click the hyper-link for the list you wish to customize. The Add/Edit Content List screen will display.
    Add Edit Content List 3.jpg
    • A list of the custom fields that have already been included by default is displayed. If you will not be using the default custom fields, you can click the X button adjacent to the field to delete it. Alternately, if you would like to see how a default custom field is configured, click its hyper-link. And example of the Media Contact custom field is shown below.
    Media Contact Custom Field.jpg
  4. Add additional custom fields by clicking the Add Custom Field button. The Add/Edit Custom Fields screen will display.
    Content Custom Fields.jpg
  5. Configure the following as needed:
    • Field Area - Field Area will default to Content Item. Do not change this as your goal is to display this field in your content list.
    • Name - Enter a name for this field. This is the database name.
    • Display Name - This is the name that will display on the web-site/Info Hub.
    • Custom Field Data Type - Select the type of data this field will hold.
    • Description - Optional, provide a description of this field. This is for informational purposes.
    • Group/Section - N/A
    • Characters Allowed - This option will be displayed if you have selected Text or Multi-line Text as the Custom Field Data Type and allows you to set the number of characters that may be entered. You must enter a value in this field.
    • Properties - Click the Required check-box if this custom field must be filled in.
    • Advanced Options - Additional settings for this custom field may be configured by clicking the Advanced Options check-box.
      • Member Editable - If you wish to allow members to edit the custom field in Info Hub, select this check-box.
      • Public - Select this check-box if this field is to be displayed publicly.
      • Archived - If you no longer wish to use this field, you may archive the field. This should be the option if you have previously used the field, and wish to maintain the historical data, rather than simply deleting the field.
  6. Click Done once you have completed the custom field.

You may add additional custom fields as needed by repeating the steps above.

Add Web Content from the Back Office

New web content may be added from the back-office, as well as in Info Hub. The following section describes how to add content from the back-office.

Add a News Item

News Items allow you to keep your members and the public up to date on the latest news and information about your members, community and association. News may be a list of announcements, articles, newsletters or any other type of post.

  1. Click Web Content in the Navigation Panel.
  2. Click the News Items tab.
    NOTE: - If the News tab is not displayed, you will need to enable it as a content type. Refer to: Enabling Common Content Types.
  3. Click Add.
  4. On the General Tab, configure the following:
    • Contact - Enter a Contact's name. The software's type ahead functionality will display options as you type.
    • Content Status - Select status of this content. The content will not display on your web-sites until status is marked as Approved.
    • Title/Subtitle - Enter a title and subtitle. Both of these will be displayed on your website.
    • Tags - Add tags to enable filtering and searching.
    • Description - Provide a description. This is the content of your news item.
    • Search Description / Teaser Text
    • Content Date - Enter the date the content was created.
    Publish Start - Enter the date the content should be published to your sites.
    Publish End - Enter the end date for the publication of this content.
    Require Approval After Edit - if your designated staff must approve the content prior to publication, click this check-box.
    Category - Select a category(s) from the list.
    Media Contact - This is an optional custom field.
    Related Links - This is an optional custom field.
    Source - This is an optional custom field.
  5. Click the Images tab to add images to your news item.
  6. Click Done when you have completed configuration.
NOTE: If you have added custom fields to your content lists, these will also be displayed for you to configure. Refer to Customizing Content List Types for details on adding custom fields.

Add a Blog

Blogs are a great way of engaging your members, and allowing them to have a voice. Additionally, blogs allow for immediate delivery of information.

  1. Click Web Content in the Navigation Panel.
  2. Click the Blog tab.
    NOTE: If the Blog tab is not displayed, you will need to enable it as a content type. Refer to: Enabling Common Content Types.
  3. Click the Add button.
  4. On the General Tab, configure the following:
    • Contact - Enter a Contact's name. The software's type ahead functionality will display options as you type.
    • Content Status - Select status of this blog. The content will not display on your web-sites until status is marked as Approved.
    • Title/Subtitle - Enter a title and subtitle. Both of these will be displayed on your website.
    • Tags - Add tags to enable filtering and searching.
    • Description - Provide a description. This describes the purpose of the blog and will be published to your site.
    • Search Description / Teaser Text
    • Content Date - Enter the date the blog was created.
    Publish Start - Enter the date the blog should start to be published to your sites.
    Publish End - Enter the end date for the publication of this content.
    Require Approval After Edit - if your designated staff must approve the content prior to publication, click this check-box.
    Category - Select a category(s) from the list.
  5. Click the Images tab to add images to your blog
  6. Click Done when you have completed configuration.
NOTE: If you have added custom fields to your content lists, these will also be displayed for you to configure. Refer to Customizing Content List Types for details on adding custom fields.

Add a Hot Deals/Coupons

  1. Click Web Content in the Navigation Panel.
  2. Click the Coupons tab.
    NOTE: If the Coupons tab is not displayed, you will need to enable it as a content type. Refer to: Enabling Common Content Types.
  3. Click the Add button.
  4. On the General Tab, configure the following:
    • Contact - Enter a Contact's name. The software's type ahead functionality will display options as you type.
    • Content Status - Select status of this deal. The content will not display on your web-sites until status is marked as Approved.
    • Title/Subtitle - Enter a title and subtitle. Both of these will be displayed on your website.
    • Tags - Add tags to enable filtering and searching.
    • Description - Provide a description. This will be published to your site.
    • Search Description / Teaser Text
    • Content Date - Enter the date the hot deal was created.
    • Publish Start - Enter the date the hot deal should start to be published to your sites.
    • Publish End - Enter the end date for the publication of this hot deal.
    • Require Approval After Edit - if your designated staff must approve the content prior to publication, click this check-box.
    • Category - Select a category(s) from the list.
    • Expire Date - This is an optional custom field. If you have removed the field from your Content List custom fields, it will not display for configuration.
    • Promo Code - This is an optional custom field. If you have removed the field from your Content List custom fields, it will not display for configuration.
  5. Click the Images tab to add images to your blog
  6. Click Done when you have completed configuration.
NOTE: If you have added custom fields to your content lists, these will also be displayed for you to configure. Refer to Customizing Content List Types for details on adding custom fields.

Add a Testimonial

Testimonials are a great way to attract new members, and retain existing members.

  1. Click Web Content in the Navigation Panel.
  2. Click the Testimonials tab.
    NOTE: If the Testimonials tab is not displayed, you will need to enable it as a content type. Refer to: Enabling Common Content Types.
  3. Click the Add button.
  4. On the General Tab, configure the following:
    • Contact - Enter a Contact's name. The software's type ahead functionality will display options as you type.
    • Content Status - Select status of this testimonial. The content will not display on your web-sites until status is marked as Approved.
    • Title/Subtitle - Enter a title and subtitle. Both of these will be displayed on your website.
    • Tags - Add tags to enable filtering and searching.
    • Description - Provide a description. This is the testimonial, and will display on your web-site.
    • Search Description / Teaser Text
    • Content Date - Enter the date the testimonial was created.
    Publish Start - Enter the date the testimonial should start to be published to your sites.
    Publish End - Enter the end date for the testimonial to be published.
    Require Approval After Edit - if your designated staff must approve the content prior to publication, click this check-box.
    Category - Select a category(s) from the list.
  5. Click the Images tab to add images to your testimonial.
  6. Click Done when you have completed configuration.

Add a Job Posting

  1. Click Web Content in the Navigation Panel.
  2. Click the Job Postings tab. NOTE: If you have renamed Job Postings under the Setup functions, the name of the tab will reflect the name you have selected.
    Job Postings.jpg
  3. Click Add.
    Add Job Posting.jpg

Approving Web-content Submissions

Members may enter web content via the Info Hub. Members who are given Full Control overall to the Info Hub, or Full Control to Info Hub Web Content may submit web content without requiring approval from your association. A member with Create access to Info Hub Web Content may enter web content, but your approval is required before the content will be made public. See Setup Info Hub Access for further information on assigning permissions to your members.

Association staff responsible for approving web-content should subscribe to the User Created or Modified Web Content email notification. As soon as a member submits web content a notification will be sent to the staff who can then go to the Web Content module to approve the content submission. For Example: The email below is sent when a new hot deal is added via the Info Hub.

Web Content Email Notification.jpg

To approve web-content:

  1. Click Web Content in the left hand navigation panel.
  2. Click the tab for the appropriate web content. For Example: click Hot Deals. NOTE: Hot Deals in this example is the customization for Coupon Deals content type. The tab is your software will display the name that you have entered for coupon deals content type.
    Hot Deals for Approval.jpg
    The Hot Deals tab will display all of your hot deals, the Content Status column displays the current state of the hot deal.
  3. Click the title of the hot deal you wish to approve.
    Edit Hot Deal.jpg
    On the edit screen, you can review the submission, make edits, and approve the submission.
  4. To approve the status of the submission, click the Content Status drop-down.
  5. Click Approved.
  6. Click Save.

Public Subscription to Web Content

When you configure your Web Content for Allow Public Subscribers, and include the content list on your web-page, the Subscribe to receive Hot Deals notifications! link will automatically be displayed on the content page.

Hot Deal Subscribe Link.jpg

An email is sent to the subscriber

Web Content Activity Report

The Web Content Activity Report allows you to generate statistics on web content use. You will be able to view content items that were recently entered, content that is expiring soon, activity for specific web content types (Blogs, Hot Deal, Job Postings, etc.).

  1. Click Reports in the Navigation Panel
  2. Select Web Content Activity Report.
    Web Criteria.jpg
  3. Select your search filtering criteria. For example, you may wish to view a specific Content Type.
  4. Optional - Enter a Search/Filter query.
  5. Select Display Options. They system is setup with default fields to display in your report. You may add and/or remove fields by clicking on the Fields to Display drop-down arrow.
  6. Select Summarize by criteria. This optional field allows you to select how you wish report results grouped, for example, you may wish to group by contact.
  7. Click Run Report.
Web results.jpg

You can perform the following actions with the report by clicking the down arrow on the Run Report button:

  • Export as PDF
  • Export as Excel.
  • Export Summary as PDF
  • Export Summary as Excel
  • Email Report
  • Add to List - This option will allow you to add the members to an existing list, or create a new list (by clicking the + button on the Add Contacts to list screen). This can help you in sending emails to this group as necessary.
Add Contracts to List.jpg
  • Save as New Report - If you want to use this report with the same filtering options in the future, you can save the report.
Save Report View.jpg
NOTE: To make this report available to all users, do not select the Hide This Report From Other Users check-box. If selected, the report will only be available to you.
  • Add as a Favorite Report - you may save the report as a favorite, then easily identify it when filtering reports in the Reports module. NOTE: This option will not be available if the report has already been saved as a favorite.
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