EE & Member Management

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I talk about the main issues about member management in EE, how to overcome them, and other goodies!

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EE & Member Management

  1. 1. EngineSummit 2012 EE & Member ManagementEE & Member Management 1
  2. 2. EngineSummit 2012 What can EE do currently? MEMBER REGISTRATION & ASSIGNMENT TO MEMBER GROUPS WITH CUSTOM PERMISSIONS http://expressionengine.com/user_guide/modules/member/index.html http://expressionengine.com/user_guide/cp/members/index.htmlEE & Member Management 2
  3. 3. EngineSummit 2012 The Pros MULTIPLE MEMBER GROUPS WITH PERMISSIONS ALLOWS GRANULAR ACCESS AND CUSTOMIZATION DIFFERENT PEOPLE SEE WHAT THEY NEED TO SEE (NOTHING MORE OR LESS) IN: ) THE SITE ITSELF ) THE EE CONTROL PANEL EE & Member Management 3
  4. 4. EngineSummit 2012 Thats It?! THIS IS A BIG DEAL. CONTROLLING ACCESS & VIEWS = BETTER UX FOR ADMINS & CLIENTS / CONTROLLING LAYOUT IN THE SITE & CP (NATIVELY & WITH ADD-ONS) / CONTROLLING CONTENT IN THE SITE & CP EE & Member Management 4
  5. 5. EngineSummit 2012 Weaksauce. THE MORE COMPLICATED YOUR NEEDS, THE MORE CONS ARE REVEALED:EE & Member Management 5
  6. 6. EngineSummit 2012 The Cons NATIVE EE MEMBERSHIP OPTIONS ARE VERY BASIC: ➊ ABILITY TO ACCESS MEMBER TEMPLATES = SUX Doesnt use native template engineEE & Member Management 6
  7. 7. PURPOSELY HIDDEN? WHO USES THIS?!
  8. 8. THE TEMPLATE LIST.VERY "UN-EE LIKE"
  9. 9. EngineSummit 2012 The Cons NATIVE EE MEMBERSHIP OPTIONS ARE VERY BASIC: ➊ ABILITY TO ACCESS MEMBER TEMPLATES = SUX Doesnt use native template engine ➋ NO ABILITY TO HAVE ONE MEMBER IN MULTIPLE GROUPS Or sub-categorize within a groupEE & Member Management 9
  10. 10. EngineSummit 2012 The Cons NATIVE EE MEMBERSHIP OPTIONS ARE VERY BASIC: ➊ ABILITY TO ACCESS MEMBER TEMPLATES = SUX Doesnt use native template engine ➋ NO ABILITY TO HAVE ONE MEMBER IN MULTIPLE GROUPS Or sub-categorize within a group ➌ MEMBER CUSTOM FIELD OPTIONS: LIMITED Current custom fields (birthday, etc) cant be deleted Custom field types = text & dropdown. Only.EE & Member Management 10
  11. 11. A WHOPPING 3 BASICCUSTOM FIELD TYPESBLAST FROMTHE PAST!
  12. 12. EngineSummit 2012 The Cons NATIVE EE MEMBERSHIP OPTIONS ARE VERY BASIC: ➊ ABILITY TO ACCESS MEMBER TEMPLATES = SUX Doesnt use native template engine ➋ NO ABILITY TO HAVE ONE MEMBER IN MULTIPLE GROUPS Or sub-categorize within a group ➌ MEMBER CUSTOM FIELD OPTIONS: LIMITED Current custom fields (birthday, etc) cant be deleted Custom field types = text & dropdown. Only. ➍ IMPORTING/EXPORTING MEMBER DATA Hard, complicated (former) or non-existent (latter)EE & Member Management 12
  13. 13. EngineSummit 2012 Boo Urns. SO WHY USE EE (NATIVELY) TO EVER MANAGE YOUR MEMBERS?EE & Member Management 13
  14. 14. EngineSummit 2012 It Depends. LIMITING 3RD PARTY SOLUTIONS = EASIER UPGRADE WITH LESS HEADACHES LOTS OF CLIENTS HAVE SIMPLE NEEDSEE & Member Management 14
  15. 15. EngineSummit 2012 Ask yourself: ) DOES THE SITE BUDGET ALLOW FOR FURTHER EXTENSION? ) DO NON-ADMINS (IE REGULAR MEMBERS) NEED FRONT-END EDITING CAPABILITIES (E.G. PROFILE EDITS)? ) IS THE TECHNICAL KNOWLEDGE OF THE USERS AND STAFF LIMITED? ) DO YOU NEED ECOMMERCE CAPABILITIES? ) IS THIS MAINLY A CONTENT-BASED SITE WITH SUBSCRIPTIONS? ) DO YOU NEED REPORTS OR AUTOMATED E-MAILS?EE & Member Management 15
  16. 16. EngineSummit 2012 Choices! IF YOU ANSWERED "YES" TO ANY OF THE PREVIOUS SLIDE... ) ADD-ONS, ADD-ONS, ADD-ONS! ) NATIVE CAPABILITIES + ADD-ONSEE & Member Management 16
  17. 17. EngineSummit 2012 CON ➊: Member Templates THE FIX: SOLSPACE USER ($99.95) ) JUST CONTROL OVER LOGINS, ERRORS, AND REGISTRATION PAGES? EXP:RESSO FREEMEMBER (FREE) & OBJECTIVEHTML AUTHENTICATE (FREE) ) JUST REGISTRATION/SIGN UP FREEDOM? ADD-ON BAKERY SIMPLE REGISTRATION ($19.00)EE & Member Management 17
  18. 18. EngineSummit 2012 CON ➋: Multiple Member Groups THE FIX: ADD ON BAKERY AB MEMBER CATEGORIES ($29) OR INTOEETIVE MEMBER CATEGORIES ($12.50) ) SOLSPACE USER CAN ALSO USE NATIVE EE CATEGORIES TO ASSIGN MEMBERS!EE & Member Management 18
  19. 19. EngineSummit 2012 CON ➌: Custom Member Fields THE FIX: EE ZOO VISITOR ($59.99) OR MIGHTYBIGROBOT PROFILE:EDIT ($64.99) ) BECAUSE THEY USES CHANNEL THE CHANNEL MODULE, YOU CAN EASILY CREATE FRONT-END TEMPLATES WITH THEIR FIELDS ) NATIVELY: CREATE ALL FIELDS MANUALLY YOURSELF IN CHANNEL FIELDS (NO HOOKS TO MEMBER MODULE, THOUGH). http://www.train-ee.com/courseware/free-tutorials/comments/34-building-a-church-staff-directory-in-expressionengine/EE & Member Management 19
  20. 20. EngineSummit 2012 CON ➍A: Member Data Export THE FIX: EE GARAGE NSM REPORTS ($49.95 AUD) ) YOU NEED TO UNDERSTAND MYSQL QUERIES. FORTUNATELY, SOME ADVANCED MEMBER DATA EXPORTS IS ONE OF THE INCLUDED SAMPLE REPORTS! ) REPORTS GENERATED: IN BROWSER, CSV, TSV, HTML, XML ) REPORTS CAN BE EMAILED VIA THE INTERFACEEE & Member Management 20
  21. 21. EngineSummit 2012 CON ➍B: Member Data Import THE FIX: ... ITS COMPLICATED ) NO CURRENT ADD-ONS TO EASE THIS PROCESS. ALL MANUAL PROCESS.EE & Member Management 21
  22. 22. EngineSummit 2012 CON ➍B: MEMBER DATA IMPORT To start: ) "SCRUBBED" MEMBER DATA: NO MISSING COLUMNS, CLEANED UP, ETC Clients will often hand you an Excel file to start off with ) DATA IN CSV FORMAT TO CONVERT TO XML You can convert an Excel table to CSVEE & Member Management 22
  23. 23. EngineSummit 2012 CON ➍B: MEMBER DATA IMPORT Required data: ) USERNAME, SCREEN_NAME, EMAIL, PASSWORD* ) ANYTHING ELSE WILL IMPORT AS CUSTOM MEMBER FIELDS Fields have to exist first * IF THIS DOESNT EXIST IN THE FILE, EE WILL AUTO-GENERATE THEM FOR YOU, SO TECHNICALLY NOT REQUIRED BUT EVERY MEMBER WILL HAVE A PASSWORD AT THE END OF THE DAYEE & Member Management 23
  24. 24. EngineSummit 2012 CON ➍B: MEMBER DATA IMPORT Convert CSV to XML: ) USE THIS TOOL TO GUARANTEE IT WILL WORK W/ EE ) CSV MUST BE UPLOADED TO SERVER ) CHOSE SITE ROOT B/C IT WAS USED IN THE SAMPLE http://expressionengine.com/user_guide/cp/tools/utilities/member_import/convert_to_xml.htmlEE & Member Management 24
  25. 25. TOOLS > UTILITIES > IMPORT UTILITIES > MEMBER IMPORT UTILITY
  26. 26. IF IT ALL WENT RIGHT... YEP, JUST ASSOCIATE!
  27. 27. EngineSummit 2012 CON ➍B: MEMBER DATA IMPORT If it doesnt go right? ) ILL GET THERE... :PEE & Member Management 27
  28. 28. EngineSummit 2012 CON ➍B: MEMBER DATA IMPORT Import from XML: ) UPLOAD TO SERVER AS WELL ) CHOSE SITE ROOT B/C IT WAS THE SAME PLACE AS CSVEE & Member Management 29
  29. 29. TOOLS > UTILITIES > IMPORT UTILITIES > MEMBER IMPORT UTILITY
  30. 30. EngineSummit 2012 CON ➍B: MEMBER DATA IMPORT Success! ... MAYBE?EE & Member Management 32
  31. 31. EngineSummit 2012 CON ➍B: MEMBER DATA IMPORT But if it goes wrong... ) YOU ARE S.O.L ) EE HAS CRAPPY MEMBER IMPORT ERROR REPORTING http://expressionengine.com/user_guide/cp/tools/utilities/member_import/convert_to_xml.htmlEE & Member Management 33
  32. 32. EngineSummit 2012 CON ➍B: MEMBER DATA IMPORT Test locally!!! ) IF YOU DONT HAVE A LOCAL > DEV > LIVE OR GIT/VERSION CONTROL WORKFLOW, THIS IS WHERE YOU REALLY NEED TO DO ITEE & Member Management 34
  33. 33. EngineSummit 2012 CON ➍B: MEMBER DATA IMPORT Data issues: ) DUPLICATIONS (USERNAME, EMAIL, ETC) ) EMPTY CONTENT IN A REQUIRED FIELD ) USERNAME IS < 6 CHARACTERS ) IMPORT TOO LARGE: MEMORY ERROR ) WEIRDEST OF ALL: SECRET WINDOWS BREAK SPACE! CANNOT BE SEEN UNLESS USING: TERMINAL ON MAC (OTHER TEXT EDITORS WILL MAKE IT LOOK NORMAL) OR NOTEPAD ON WINDOWS!EE & Member Management 35
  34. 34. EngineSummit 2012 CON ➍B: MEMBER DATA IMPORT Secret break? ) EXCEL = MICROSOFT WINDOWS PRODUCT ) I USE = IMAC ) SAVING EXCEL FILE TO CSV IN MAC EXCEL = SECRET WINDOWS BREAK SPACE! ) CSV BELIEVES BREAK SPACE = NEW DATA ROW ) SECRET WINDOWS BREAK SPACE = NO NEW DATA ROW. TREATED LIKE A REGULAR CHARACTER, ERGO, YOUR CSV IS BELIEVED TO BE ONE GIANT LINE. ) OMGWTFBBQ!!!EE & Member Management 36
  35. 35. EngineSummit 2012 CON ➍B: MEMBER DATA IMPORT Break space THE FIX: ) DO YOUR EXCEL-FU (E.G. GENERATE SCREEN_NAME BASED ON FIRST NAME & LAST NAME COLUMNS, ETC), SAVE AS EXCEL FILE ) OPEN EXCEL FILE IN NEOOFFICE, OPENOFFICE SUITE SPECIFIC TO MACS ) SAVE AS CSV THERE ) VOILA: BREAKSPACES ARE RENDERED AS NORMAL!EE & Member Management 37
  36. 36. EngineSummit 2012 CON ➍B: MEMBER DATA IMPORT Congrats! YOU JUST IMPORTED A BUNCH OF MEMBERS INTO EE!EE & Member Management 38
  37. 37. EngineSummit 2012 Not enough? ROBUST "ALL IN ONE" MEMBER OPTIONS: ) ELECTRIC FUNCTION MEMBRR ($145) COMBINES SUBSCRIPTIONS, PAYMENTS, EMAILS, ETCEE & Member Management 39
  38. 38. EngineSummit 2012 To consider: ) EE ZOO FLEXIBLE ADMIN ($22) Customize control panel menu per member group! ) AIRWAYS MEMBER SEGMENTS ($5) like Low Seg2Cat, but for member segments ) VMG CHOSEN MEMBER (FREE) Associate one or more members inside an entry!EE & Member Management 40
  39. 39. EngineSummit 2012 It Depends. ) WHAT ARE YOUR CLIENT NEEDS? ) HOW MUCH CUSTOMIZATION? ) CONSIDER WHAT ADD-ONS ARE OVERKILL... ) ... AND WHAT ADD-ONS COMBINE EVERYTHING YOU WANTEE & Member Management 41
  40. 40. EngineSummit 2012 Questions?EE & Member Management 42

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