WELCOME TO
Intro to Tendenci
Increase Communication with your Members, Volunteers, and Donors!
Caitlin Kaluza | ckaluza@sc...
Good Afternoon!
Caitlin Kaluza | ckaluza@schipul.com |@qcait | @tendenci
Caitlin Kaluza
Marketing Manager
-
support@schipu...
Thisclasswillanswer
thesequestionsand
more!
1. What is Tendenci?
2. Content Management Basics
3. Events
4. More Modules: J...
Thesoftwarethat
powersyourwebsite.
@tendenci | www.tendenci.com | blog.tendenci.com
What is Tendenci?
• Software that powe...
LogintoYourSuper-User
Account
@tendenci | www.tendenci.com | blog.tendenci.com
Follow Along!
Go to http://demo.tendenci.co...
Content Management
Caitlin Kaluza | ckaluza@schipul.com |@qcait | @tendenci
News StoriesArticlesPages
The Basics
@tendenci | www.tendenci.com | blog.tendenci.com
Using Pages
@tendenci | www.tendenci.com | blog.tendenci.com
How do I edit my CMS pages?
Use the Rich Text Editor (WYSIWYG) tools to a...
@tendenci | www.tendenci.com | blog.tendenci.com
If you’re moving content from your old
website or Word Documents
To make ...
@tendenci | www.tendenci.com | blog.tendenci.com
Adding New Pages
Tendenci has built-in search
engine optimization and
sim...
@tendenci | www.tendenci.com | blog.tendenci.com
Editing the Navigation
Use Tendenci’s Drag and Drop
Navigation to make ch...
@tendenci | www.tendenci.com | blog.tendenci.com
Articles Module
Articles enable you to
share your association’s
collectiv...
@tendenci | www.tendenci.com | blog.tendenci.com
How do I Add and
Edit an Article?
@tendenci | www.tendenci.com | blog.tendenci.com
What are News Releases?
@tendenci | www.tendenci.com | blog.tendenci.com
Stories display specific content
dynamically across your site
Relevant Sto...
@tendenci | www.tendenci.com | blog.tendenci.com
Built-In Storytelling...
Content Management
Caitlin Kaluza | ckaluza@schipul.com |@qcait | @tendenci
Level 2!
@tendenci | www.tendenci.com | blog.tendenci.com
Events Module
Users can view and search
your events using both the
list v...
@tendenci | www.tendenci.com | blog.tendenci.com
What are Event Types and
how do I create them?
Event Types have a categor...
@tendenci | www.tendenci.com | blog.tendenci.com
How do I add Events?
When you add a new event, you’re creating the landin...
@tendenci | www.tendenci.com | blog.tendenci.com
How does online registration for
Events work?
It’s up to you!
• Registran...
@tendenci | www.tendenci.com | blog.tendenci.com
Additional Resources
tendenci.com/improve-your-associations-events-with-t...
@tendenci | www.tendenci.com | blog.tendenci.com
Questions on Events?
?
Photos and Videos
@tendenci | www.tendenci.com | blog.tendenci.com
Business Directories and
Job Board
tools for associations to offer valuabl...
@tendenci | www.tendenci.com | blog.tendenci.com
Showcase Your
Community’s Businesses
* Adding new content to
Directories ...
@tendenci | www.tendenci.com | blog.tendenci.com
Tendenci Job Board
Use for internal Job posts or allow
your Members and C...
@tendenci | www.tendenci.com | blog.tendenci.com
Management Tools for
your Jobs Board
Add Job Prices
Add, Search and Config...
@tendenci | www.tendenci.com | blog.tendenci.com
Locations Map Your
Physical Locations
Users can search for your nearest l...
Organize and Share Files
from your Website
Help Files - own
knowledge base/wiki
@tendenci | www.tendenci.com | blog.tendenci.com
Intro to Tendenci
Caitlin Kaluza | ckaluza@schipul.com |@qcait | @tendenci
Users and
Permissions
@tendenci | www.tendenci.com | blog.tendenci.com
Four Basic Levels of Users
• Non-interactive Users
Visitors who have subm...
Manageindividualuser
informationontheiruser
profile:
@tendenci | www.tendenci.com | blog.tendenci.com
User Profiles
Userscanbeindividually
addedorbatchimported
usingaCSVtemplate
@tendenci | www.tendenci.com | blog.tendenci.com
How are Use...
@tendenci | www.tendenci.com | blog.tendenci.com
Importing Users Intro Tendenci
AUsercanbeinmore
thanoneUserGroup
@tendenci | www.tendenci.com | blog.tendenci.com
What are User Groups?
UseMembershipsto
offercustomaccessand
benefitstoSelectUsers.
@tendenci | www.tendenci.com | blog.tendenci.com
How do I diff...
StaffUsershavemore
accessthanaregular
User,butnotasmuchas
SuperUsers
@tendenci | www.tendenci.com | blog.tendenci.com
Can ...
Questions?
Caitlin Kaluza | ckaluza@schipul.com |@qcait | @tendenci
We’ve Got Answers!
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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: http://tendenci.com/events/109/. 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 - http://tendenci.com/events.

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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 | ckaluza@schipul.com | @tendenci August 2013!
  2. 2. Good Afternoon! Caitlin Kaluza | ckaluza@schipul.com |@qcait | @tendenci Caitlin Kaluza Marketing Manager - support@schipul.com tendenci.com/help
  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 | www.tendenci.com | blog.tendenci.com Today’s Agenda...
  4. 4. Thesoftwarethat powersyourwebsite. @tendenci | www.tendenci.com | blog.tendenci.com 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 | www.tendenci.com | blog.tendenci.com Follow Along! Go to http://demo.tendenci.com/login 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 | ckaluza@schipul.com |@qcait | @tendenci News StoriesArticlesPages The Basics
  7. 7. @tendenci | www.tendenci.com | blog.tendenci.com Using Pages
  8. 8. @tendenci | www.tendenci.com | blog.tendenci.com 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: http://tendenci.com/help-files/wysiwyg-rich- text-editor-icons/
  9. 9. @tendenci | www.tendenci.com | blog.tendenci.com 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 | www.tendenci.com | blog.tendenci.com 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 | www.tendenci.com | blog.tendenci.com 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 | www.tendenci.com | blog.tendenci.com Articles Module Articles enable you to share your association’s collective expertise with members, users and the public!
  13. 13. @tendenci | www.tendenci.com | blog.tendenci.com How do I Add and Edit an Article?
  14. 14. @tendenci | www.tendenci.com | blog.tendenci.com What are News Releases?
  15. 15. @tendenci | www.tendenci.com | blog.tendenci.com 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 | www.tendenci.com | blog.tendenci.com Built-In Storytelling...
  17. 17. Content Management Caitlin Kaluza | ckaluza@schipul.com |@qcait | @tendenci Level 2!
  18. 18. @tendenci | www.tendenci.com | blog.tendenci.com Events Module Users can view and search your events using both the list view and calendar view.
  19. 19. @tendenci | www.tendenci.com | blog.tendenci.com 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 | www.tendenci.com | blog.tendenci.com 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 | www.tendenci.com | blog.tendenci.com 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 | www.tendenci.com | blog.tendenci.com Additional Resources tendenci.com/improve-your-associations-events-with-tendenci tendenci.com/help-files/events-calendar tendenci.com/videos/add-event-type-tendenci tendenci.com/videos/add-events-your-tendenci-website
  23. 23. @tendenci | www.tendenci.com | blog.tendenci.com Questions on Events? ?
  24. 24. Photos and Videos
  25. 25. @tendenci | www.tendenci.com | blog.tendenci.com Business Directories and Job Board tools for associations to offer valuable services to their community and generate revenue.
  26. 26. @tendenci | www.tendenci.com | blog.tendenci.com 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 | www.tendenci.com | blog.tendenci.com Tendenci Job Board Use for internal Job posts or allow your Members and Community to post. Customize payments to your needs.
  28. 28. @tendenci | www.tendenci.com | blog.tendenci.com Management Tools for your Jobs Board Add Job Prices Add, Search and Configure Jobs Approve Pending Job Listings -->
  29. 29. @tendenci | www.tendenci.com | blog.tendenci.com 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 | www.tendenci.com | blog.tendenci.com
  32. 32. Intro to Tendenci Caitlin Kaluza | ckaluza@schipul.com |@qcait | @tendenci Users and Permissions
  33. 33. @tendenci | www.tendenci.com | blog.tendenci.com 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 | www.tendenci.com | blog.tendenci.com User Profiles
  35. 35. Userscanbeindividually addedorbatchimported usingaCSVtemplate @tendenci | www.tendenci.com | blog.tendenci.com 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 | www.tendenci.com | blog.tendenci.com Importing Users Intro Tendenci
  37. 37. AUsercanbeinmore thanoneUserGroup @tendenci | www.tendenci.com | blog.tendenci.com What are User Groups?
  38. 38. UseMembershipsto offercustomaccessand benefitstoSelectUsers. @tendenci | www.tendenci.com | blog.tendenci.com 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 | www.tendenci.com | blog.tendenci.com Can I give my Staff Custom Site Access?
  40. 40. Questions? Caitlin Kaluza | ckaluza@schipul.com |@qcait | @tendenci We’ve Got Answers!

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