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Editing Sidebar Content Areas 

Sidebar Content Areas typically reside within the side panel of content pages on the website. These marketing areas can be global or page specific. For general Cross Marketing, edit the global sidebar content area. For targeted marketing, edit the page specific sidebar content area.

Global Sidebar Example: An end of year club celebration which would appeal to the majority of members should be placed in the global sidebar content area so this information is available no matter what page the member travels to.

Page Specific Sidebar Example: If you have a Golf Tournament coming up, it will be best to place this marketing information on Golf pages to attract Golf Members. 

Navigate to the page in which you wish to add the Cross Marketing Information, and open the Click to Edit in the Sidebar Area.

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This will open the Editor, which is the same editor used throughout the website. From here, you can add imagery, text, and hyperlinks. Save once complete.

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Editing the Global Sidebar will show on all pages of the website, while editing the Page Specific Sidebar will only show on that specific page.

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Editing Online Member Statements

If your website is utilizing Online Member Statements, you may use this as another area to Cross Market. Some members may only use the website for statements and payments, making this another highly trafficked area on the website.

Access the Online Member Statement portal where it is located in the main navigation.

Once the Statement window is open, hover over Admin and select Edit Statement Layout.

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Again, hover over Admin, and choose Edit Statement Header or Edit Statement Footer.

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This will open the Editor, which is the same editor throughout the website. You can add text, imagery, and hyperlinks as desired. Save once finished.

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The Cross Marketing material will then show in the Statement Window.

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FAQs

Q: I want to cross market to specific members, but not all members. Where is the best place to cross market?

A: If you’re trying to target certain members, you can try to cross marketing in a specific email campaign using target marketing. Set up appropriate groups that include the proper members. You may also want to place cross marketing pieces in page specific sidebars to market on pages that the type of member you’re trying reach would access frequently (ex: market a Golf Tournament on the page specific sidebars on Golf Pages only).

Q: What happens if I’m not using my cross marketing sidebar?

A: This will be blank for members and they won’t see anything. This does not throw off the design and only Admins/Editors can see the click to edits. You do not always need to have a cross marketing piece placed in these sections.

Best Practices

1. When utilizing Cross Marketing, it is best to try to be as directional as possible. Decide if the material you are Cross Marketing is best suited for all members, or specific types of members. Knowing to whom you are marketing should then help you decide whether to place this in global areas, or specific areas of the website.

2. Many of the Cross Marketing areas have limited space, so remember to size images appropriately and keep information short. Cross Marketing is most efficient when the message is short and enticing. It is also best to link to either the event or page you’re trying to Cross Market so members can access the full information easily.

3. Keeping your Cross Marketing areas up to date helps keep the information informative and useful. Once an event is over, be sure to update the Cross Marketing section so old information is not being marketed.

4. Looking to enhance how, where, and when to market? Check out information on Site Statistics to lean on analytics to determine the best places on the website to market, along with the best day of the week and time of day. Information on Site Statistics is located here.

Downloadable Guide

Cross Marketing - Guide

Back to Getting Started

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Overview

Video

This video provides an overview of how to use the tool functionality to Cross Market.

Note: Sections of the video have been referenced below with corresponding times in the video for ease of access

Content

Using Cross Marketing 

Your Clubessential website has several areas that were specifically built for cross marketing. Those areas include: Custom Event Notifications, Directory Disclaimer, Dynamic Sidebar Content Areas, and Online Member Statements. Detailed instructions below review these areas and how to edit these sections.

Custom Event Notifications 

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Directory Disclaimer 

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Sidebar Marketing 

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Statement Window 

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Cross Marketing in Event Notifications

Each time a member registers for an event, a confirmation email is sent to that member. The confirmation email presents a key opportunity to make an impression using Cross Marketing. Event Notifications can be edited globally for all confirmation emails, or individually per event notification. For larger events, it is best to place the Cross Marketing piece in the Global Notifications so all members receive the communication. For targeted marketing based on past events, groups, or type of member; it is best to edit the Event Notification individually.

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Editing Global Notifications

Only Admins are able to access Site Notifications. Hover over Admin in the left hand corner of the screen, click on Site Notifications.

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Click on the Edit box next to Edit Default Notifications.

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Click Registration Received to edit Global Registration Received Notifications.

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Edit Default Event Notifications by opening the Click to Edit.

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This will open the Editor, with the Default Notifications. Delete the default and type your own, or Add additional content to the Default Notification.

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This editor works just like the Editor used throughout the website. You may add plain text, imagery, and hyperlinks. 

It is recommended to use Snippets to personalize messages.

 Snippet Examples:

• • ##MEMNAME## : this will add the member’s name to the notification

  • ##EVENTTITLE##: this will add the event title name to the notification

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Click Save once you’ve added your desired content.

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Click Update Notification for the custom notification to update.

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Editing the Directory Disclaimer

The Directory is a highly trafficked area of the website. Members may use the Directory to access other member or staff information. Members are also likely to visit their own profile often to update information. The Directory offers prime real estate for Cross Marketing general events to members.

If you’re an Admin, hover over the Admin tab and click on Directory / Roster.

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If you’re an Editor, hover over the Admin link in the main navigation and click Main Tools > Directory.

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Once the Editor is open, add text, imagery, and hyperlinks as desired. This works just like the Editor used throughout the website. Click Save once complete.

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The Cross Marketing material will then show above the Member List in the Directory.

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Table of Contents

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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.

Required Permissions

• Admin

• Editor

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Accessing the Editing Tools

• To access the Editing tools you will first need to login to the private side of the website using the Member Login link. Login credentials will be provided to you either by Clubessential, or the website Admin if you’re an Editor.

• Upon login, you will arrive at the private member home page.

• What you may edit and see on the private website will depend on your editing permissions.

  • Editors will be able to access an Editor Admin bar which is typically located in the top main navigation, or nested under My Club. Hover over the Admin bar for Editor Module tools such as: Articles, Calendar, Blast Email, Image Explorer, Document Manager, etc. Note: these options may vary depending on your club’s specifications for Editor Tools. 

  • If you’re an Admin, you will see an Admin barin the top left hand corner of the screen. Hover over the Admin bar to access full editing access to the website tools.

    • As an Admin, you will also notice a Clubessential logo in the right hand corner of the screen. Hover over this to access more options like Edit Home Page (public pages), Contact Clubessential, Client Resource Center, Impersonation Tools, and Logout.

• In addition to the Admin bars for Editors and Admins, you will notice various Click to Edits throughout the website. Click to Edits allow you to manage content and imagery on the website by clicking on the Click to Edit to open the Editor tools. Within the Editor you can manage text, imagery, hyperlinks, and documents.

• You will also find property settings for modules or plugins like: slideshows, photo albums, and accordions on page. Where these modules are placed, there will be a properties icon to the top right of the module. Click the properties icon to open property settings for these modules to make changes.

Toolset

• Some tools within the website do work independently of each other, however, most tools work with other tools to create a robust editing platform. It is important to understand how these tools work together in order to leverage them for what you’re trying to accomplish on your website.

Content Editor (Click to Edit)

• The Content Editor is denoted by a Click to Edit button. If you see a Click to Edit Button, this means that this is a content or image block that you can edit using our rich content editor. Simply click on the button to open the Editor.

• You will find the Editor in various locations throughout the website, and it is the same Editor; which means you can add and edit different places of content in the same way.  And, once you’ve mastered it, you’ll be able to use it throughout.

• You can find the Editor on: web pages, inside accordion sections, blast emails, directory disclaimer, statement header and footer, calendar event flyers, calendar custom notifications, and event manager emails.

• This editor allows you to personalize almost every section of the website with your content, imagery, hyperlinks, and documents.

• 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)

• The Image Explorerworks together with the Content Editor, Slideshows, and Photo Albums to allow you to add images to pages or to add images to slideshows and photo albums for a collection of photos.

• In order to add a photo to the Content Editor, Slideshows, or Photo Album you must first upload the image to the Image Explorer.

• Within the Image Explorer, you can add as many photos as needed and create folders to organize your images. If an image is deleted from the Image Explorer it will be removed from the website forever and it must be uploaded again to be used on the website.

• To add images to pages or areas in which you have the Editor, open the Editor and use theinsert image icon to add images to the content block. For detailed instructions on this, please visit this page.

• 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 will be synced from the accounting system. Those who will need permissions as editors and admins of the website will be granted permission once their staff account displays on 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.

• Dynamic Groups are dynamically driven, meaning they update based upon rules assigned to a group. Rules for these groups are based off of what is available in the Directory and Accounting system like: birthday, join date, membership status, balance due, etc. Dynamic Groups are great for setting up recurring emails to email members on their birthday or to remind members when a balance is due. You can also use Dynamic Groups to run reports like who has a balance due or who has a certain type of membership.

• For more information on Groups, click here.

Blast Emails & Mail Reporting

• Once you start sending blast emails you will want to start checking in with the Mail Reporting feature.

• 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.

• You can add events in the calendar, which will allow you to: add information on the event, set up registration parameters, and customize email notifications for events.

• Once the event has been added, you can then manage registrations, the waitlist, and email registrants using the Event Manager. The Event Manager also allows you to export attendee/guest lists for an event to manage offline.

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.

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Best Practices

FAQs

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