First Impressions - Vaccination Status
- Joshua Morrison
Overview
First Impressions allow for presenting the member with information immediately upon logging in, forcing them to view it before being able to continue to the website. They can be used and shown to individual members, staff, and group(s). They have the option to select the time frame this page will be active, when it expires, and how many times it will display to users.
Accessing the Tool
To access the First Impressions tool, use the grey Admin bar and select First Impression.
The following First Impressions Interface will launch.
The First Impression Listing will list Active Pages, Pending Pages, and Expired Pages. From the interface, you may Add a New listing, or edit Active, Pending, and Expired Listings. You may also View any of the listings and access Stats on each listing.
Adding a New First Impression
Click the Add New link to add a new First Impression page.
This will launch the Add New interface.
Name: this will be the name of the listing for Admin/Editor reference.
Description: enter a description of the listing for Admin/Editor reference if desired.
Show to All: enable to whom the message should be displayed. You may show listings to: Members, Editors, Admins, or Corp Admins (Clubessential Super Admins).
Show to Groups: target specific Static Groups by clicking the checkbox next to the group name. NOTE: This is where the selection can be made to show only to one of the Vaccination Groups
Activate & Expiration: sets when the the listing will post and when it will expire. Launches the date picker and time picker.
Display Count: determines how many times the listing will display on each login.
Set 0 for Continuous, which means the listing will display every time the selected users login until the listing expires.
If set for “1”, this will display the listing only once, so that once the user logs in and sees the listing, the listing will not display upon next login.
Order: if more than one First Impression page is active during the same time frame, you may enter in which order the listings will appear. Enter “1” for the listing to show first.
Click Save to continue to the next step of adding the content for the listing.
After saving the information a Click to Edit button is now visible. This will allow for the content creation of the First Impression listing.
Click the Click to Edit to launch the Editor.
Create the content for the listing by typing into the Editor. You may add text, imagery, and hyperlinks. You may also use Templates as well to create a design for the listing.
Click Save in the Editor to save the content for the listing.
You will return to the Edit First Impression interface. Click Save in the Edit First Impression interface to activate the listing.
Viewing Statistics on First Impressions
Next to each First Impression listing is a link for Stats. Click the Stats link to launch statistics on each First Impression listing.
The Stats listing will show who viewed the listing (member name and number), along with when the listing was viewed (time and date).
Editing First Impressions
First Impression Listings may be edited at any time. Click the Edit link next to any First Impression to launch the Edit First Impression Interface. From here, you may change any of the details of the listing.
Activating Expired Listings
You may reactivate any expired First Impression listing by clicking Edit next to the First Impression.
This will launch the Edit First Impression Interface. Next, choose an Expiration Date using the Date Picker to another date in the future. Click Save to activate.
The First Impression listing will now show under Active Listings.
Best Practices
Be conscious of how often members should see a First Impression listing. It is always best to only show the listing once so members do not need to see the listing every time they login. If a listing is shown every time upon login, this can deter users from logging in since they are unable to immediately go to their desired location on the website.
First Impressions are a great way to signal users to update their profile, or to alert members to an urgent message.
Use Target Marketing with First Impressions by using the listings to target specific users by selecting a Static Group to show the listing to. This will ensure the message is delivered to the right users.
Keep messages short and to the point within the listing so members can easily read and access the information. For longer messages, link to another page or article.
DISCLAIMER: Although federal law does not expressly prohibit a private business from requesting proof of COVID-19 vaccination status, state law requirements may differ. Prior to storing any vaccination information about a member (End User) on the Clubessential System, it’s recommended that your club speak with local counsel to understand and comply with state law requirements. To the extent we offer resources, guidance or best practices to our customers, such materials are provided for informational purposes only and should not be used or relied on as formal legal advice.