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Overview
Welcome to your new website! Before you begin editing, let’s take a look at what your website has to offer. There are many levels and areas to edit and maintain, and most of these areas work together to create your website. |
Video
This video provides an introduction and overview of your website tools.
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Content
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Accessing the Editing Tools
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To learn more about managing content, click here.
Document Upload & Content Editor (Click to Edit)
In order to add documents to any section containing a content editor, the document must first be uploaded using the Document Upload feature. Once the documents have been uploaded, open a click to edit to insert document links. To learn more about uploading and inserting documents, click here.
Image Explorer & Images (Editor, Slideshows, & Photo Albums)
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To add images to pages or areas in which you have the Editor, open the Editor and use the insert image icon to add images to the content block. For detailed instructions on this, please visit this page.
Insert Image Icon in Editor
All slideshows and photo albums are tied to folder(s) within the Image Explorer, meaning you manage the images tied to slideshows and photo albums via the Image Explorer.
You can change which folder(s) is associated with a slideshow or album by opening the slideshow/album properties and clicking Edit Categories for this Gallery. This will allow you to select and deselect various folders within the Image Explorer.
For more information on managing images, slideshows, and photo albums, click here.
Directory & Member/Staff Management
The Directory on your website isn’t just for Members to access, it is also an area where you can manage Members and Staff.
Since your accounting system is linked to the Directory, you will not need to add or delete members from the Directory; but you can manage their username and passwords here along with what Mailing Groups they belong to.
Staff accounts typically are not synced from the accounting system, so you will want to add staff members to the directory manually. This is also how you must add editors and admins of the website.
For more information on Directory management, click here.
Blast Emails & Groups
Blast emails are a great way to send emails to all members and staff, select members and staff, and groups of members and staff. The website allows you to create Static and Dynamic Groups in order to email various groups of members/staff.
Static Groups are groups created manually and are typically used for Opt-In Groups or private groups like a Board of Directors group. Members can Opt-In to static groups from their profile to receive communications, like a Book Club.
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For more information on Groups, click here.
Blast Emails & Mail Reporting
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The mail reporting feature collects data on blast emails and single emails sent through the system. Within mail reporting you can find reports on open rates, link clicks, email bounces, members who have unsubscribed, and email complaints. For more information and troubleshooting steps on Mail Reporting, click here.
Calendar & Event Manager
The Calendar and Event Manager work seamlessly together to allow you to create calendar events and to manage event registrations.
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We have covered the main tools that will allow you to begin editing your website. For more information on other tools and the tools discussed above, please get started here.
Downloadable Guide
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