Introduction to Memberships with Tendenci plus What's New in 2013


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Download a PDF version that includes the full notes from the workshop at: Learn about membership management features for your open source Tendenci website.
Join us at one of our upcoming in person trainings at our Houston office -

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Introduction to Memberships with Tendenci plus What's New in 2013

  1. 1. WELCOME TO Intro to Tendenci Increase Communication with your Members, Volunteers, and Donors! Caitlin Kaluza | | @tendenci August 2013!
  2. 2. Good Afternoon! Caitlin Kaluza | |@qcait | @tendenci Caitlin Kaluza Marketing Manager -
  3. 3. Thisclasswillanswer thesequestionsand more! 1. What is Tendenci? 2. Content Management Basics 3. Events 4. More Modules: Jobs, Directories, Files, Photos, Video, Locations 5. Users and Permissions 6. Resources & Help @tendenci | | Today’s Agenda...
  4. 4. Thesoftwarethat powersyourwebsite. @tendenci | | What is Tendenci? • Software that powers your website • Manage Content Like Pages, Events, News, etc. • Allows people to connect with you through Contact Forms, Donations, etc. • Membership Management
  5. 5. LogintoYourSuper-User Account @tendenci | | Follow Along! Go to Look for your admin bar at the top of your screen to access site modules Username: training PW: tendenci
  6. 6. Content Management Caitlin Kaluza | |@qcait | @tendenci News StoriesArticlesPages The Basics
  7. 7. @tendenci | | Using Pages
  8. 8. @tendenci | | How do I edit my CMS pages? Use the Rich Text Editor (WYSIWYG) tools to add and format your content, add links and images, etc. Read More: text-editor-icons/
  9. 9. @tendenci | | If you’re moving content from your old website or Word Documents To make the content move easiest, we recommend copying and pasting plain text content (stripped of all formatting)
  10. 10. @tendenci | | Adding New Pages Tendenci has built-in search engine optimization and simple URL customization. Save a Page as Private if you’re not quite ready to publish. Go through the dropdown to “Pages” and click the Plus symbol to add a new page:
  11. 11. @tendenci | | Editing the Navigation Use Tendenci’s Drag and Drop Navigation to make changes to your Navigation Add new pages from the Pages List on the left sidebar
  12. 12. @tendenci | | Articles Module Articles enable you to share your association’s collective expertise with members, users and the public!
  13. 13. @tendenci | | How do I Add and Edit an Article?
  14. 14. @tendenci | | What are News Releases?
  15. 15. @tendenci | | Stories display specific content dynamically across your site Relevant Stories are key to engaging your audience on your website... *Stories are custom to each theme and usually linked with specific tags ...the stories module keeps your most recent news on your homepage.
  16. 16. @tendenci | | Built-In Storytelling...
  17. 17. Content Management Caitlin Kaluza | |@qcait | @tendenci Level 2!
  18. 18. @tendenci | | Events Module Users can view and search your events using both the list view and calendar view.
  19. 19. @tendenci | | What are Event Types and how do I create them? Event Types have a category label (the type) and a color label to give you an bright, colorful events calendar with fast filtering options when searching your events.
  20. 20. @tendenci | | How do I add Events? When you add a new event, you’re creating the landing page that will promote the event, as well as setting up the different automated registration features built into your website - so it’s a long form!
  21. 21. @tendenci | | How does online registration for Events work? It’s up to you! • Registrants do not have to be registered with the site to sign up for an Event • You can allow/disallow online registration and/ or payment • Automatically start and close ticket sales based Streamlined  Registra/on  form  to   make  it  fun  for  users  to  register  and   add  addi/onal  guests  with  one  form!
  22. 22. @tendenci | | Additional Resources
  23. 23. @tendenci | | Questions on Events? ?
  24. 24. Photos and Videos
  25. 25. @tendenci | | Business Directories and Job Board tools for associations to offer valuable services to their community and generate revenue.
  26. 26. @tendenci | | Showcase Your Community’s Businesses * Adding new content to Directories is very much like Articles and Jobs. * You’ll notice the biggest difference in field labels and page layouts between modules.
  27. 27. @tendenci | | Tendenci Job Board Use for internal Job posts or allow your Members and Community to post. Customize payments to your needs.
  28. 28. @tendenci | | Management Tools for your Jobs Board Add Job Prices Add, Search and Configure Jobs Approve Pending Job Listings -->
  29. 29. @tendenci | | Locations Map Your Physical Locations Users can search for your nearest location to them
  30. 30. Organize and Share Files from your Website
  31. 31. Help Files - own knowledge base/wiki @tendenci | |
  32. 32. Intro to Tendenci Caitlin Kaluza | |@qcait | @tendenci Users and Permissions
  33. 33. @tendenci | | Four Basic Levels of Users • Non-interactive Users Visitors who have submitted their contact information on your website • Site Users Visitors who have registered with your site, Members have the same permissions as Site Users by default. • Staff Users with limited administrative access to help manage certain tasks. • Super Users Users with administrative access - including You!
  34. 34. Manageindividualuser informationontheiruser profile: @tendenci | | User Profiles
  35. 35. Userscanbeindividually addedorbatchimported usingaCSVtemplate @tendenci | | How are Users added to the site? • Submitting Contact Form • Registering with site • Joining online though a membership application • Added by a Superuser (added one by one or imported)
  36. 36. @tendenci | | Importing Users Intro Tendenci
  37. 37. AUsercanbeinmore thanoneUserGroup @tendenci | | What are User Groups?
  38. 38. UseMembershipsto offercustomaccessand benefitstoSelectUsers. @tendenci | | How do I differentiate my Members? • Members are Site Users who are also members of your organization • Members will have member ID # in user record • Different membership types • Special pricing options for types
  39. 39. StaffUsershavemore accessthanaregular User,butnotasmuchas SuperUsers @tendenci | | Can I give my Staff Custom Site Access?
  40. 40. Questions? Caitlin Kaluza | |@qcait | @tendenci We’ve Got Answers!