Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.
EngineSummit 2012   EE & Member   ManagementEE & Member Management                   1
EngineSummit 2012   What can EE   do currently?   MEMBER REGISTRATION &   ASSIGNMENT TO MEMBER GROUPS   WITH CUSTOM PERMIS...
EngineSummit 2012   The Pros   MULTIPLE MEMBER GROUPS WITH PERMISSIONS   ALLOWS GRANULAR ACCESS AND CUSTOMIZATION   	   DI...
EngineSummit 2012   Thats It?!   THIS IS A BIG DEAL.   	   CONTROLLING ACCESS & VIEWS =   BETTER UX FOR ADMINS & CLIENTS  ...
EngineSummit 2012   Weaksauce.   THE MORE COMPLICATED YOUR NEEDS,   THE MORE CONS ARE REVEALED:EE & Member Management     ...
EngineSummit 2012   The Cons   NATIVE EE MEMBERSHIP OPTIONS ARE VERY BASIC:   ➊ 	 ABILITY TO ACCESS MEMBER TEMPLATES = SUX...
PURPOSELY HIDDEN? WHO USES THIS?!
THE TEMPLATE LIST.VERY "UN-EE LIKE"
EngineSummit 2012   The Cons   NATIVE EE MEMBERSHIP OPTIONS ARE VERY BASIC:   ➊ 	 ABILITY TO ACCESS MEMBER TEMPLATES = SUX...
EngineSummit 2012   The Cons   NATIVE EE MEMBERSHIP OPTIONS ARE VERY BASIC:   ➊ 	 ABILITY TO ACCESS MEMBER TEMPLATES = SUX...
A WHOPPING 3 BASICCUSTOM FIELD TYPESBLAST FROMTHE PAST!
EngineSummit 2012   The Cons   NATIVE EE MEMBERSHIP OPTIONS ARE VERY BASIC:   ➊ 	 ABILITY TO ACCESS MEMBER TEMPLATES = SUX...
EngineSummit 2012   Boo Urns.   SO WHY USE EE (NATIVELY) TO EVER MANAGE YOUR MEMBERS?EE & Member Management               ...
EngineSummit 2012   It Depends.   LIMITING 3RD PARTY SOLUTIONS =   EASIER UPGRADE WITH LESS HEADACHES   LOTS OF CLIENTS HA...
EngineSummit 2012   Ask yourself:   ) 	 DOES THE SITE BUDGET ALLOW FOR FURTHER EXTENSION?   ) 	 DO NON-ADMINS (IE REGULAR ...
EngineSummit 2012   Choices!   IF YOU ANSWERED "YES" TO ANY OF THE PREVIOUS SLIDE...   ) 	ADD-ONS, ADD-ONS, ADD-ONS!   ) 	...
EngineSummit 2012   CON ➊:   Member   Templates   THE FIX: SOLSPACE USER ($99.95)   ) 	 JUST CONTROL OVER LOGINS, ERRORS, ...
EngineSummit 2012   CON ➋:   Multiple   Member Groups   THE FIX: ADD ON BAKERY AB MEMBER CATEGORIES ($29) OR   	        IN...
EngineSummit 2012   CON ➌:   Custom   Member Fields   THE FIX: EE ZOO VISITOR ($59.99) OR   	        MIGHTYBIGROBOT PROFIL...
EngineSummit 2012   CON ➍A:   Member Data   Export   THE FIX: EE GARAGE NSM REPORTS ($49.95 AUD)   ) 	 YOU NEED TO UNDERST...
EngineSummit 2012   CON ➍B:   Member Data   Import   THE FIX: ... ITS COMPLICATED   ) 	 NO CURRENT ADD-ONS TO EASE THIS PR...
EngineSummit 2012   CON ➍B: MEMBER DATA IMPORT   To start:   ) 	"SCRUBBED" MEMBER DATA:      NO MISSING COLUMNS, CLEANED U...
EngineSummit 2012   CON ➍B: MEMBER DATA IMPORT   Required data:   ) 	USERNAME, SCREEN_NAME, EMAIL, PASSWORD*   ) 	ANYTHING...
EngineSummit 2012   CON ➍B: MEMBER DATA IMPORT   Convert   CSV to XML:   ) 	USE THIS TOOL TO GUARANTEE IT WILL WORK W/ EE ...
TOOLS > UTILITIES > IMPORT UTILITIES > MEMBER IMPORT UTILITY
IF IT ALL WENT RIGHT... YEP, JUST ASSOCIATE!
EngineSummit 2012   CON ➍B: MEMBER DATA IMPORT   If it doesnt go   right?   ) 	ILL GET THERE... :PEE & Member Management  ...
EngineSummit 2012   CON ➍B: MEMBER DATA IMPORT   Import from   XML:   ) 	UPLOAD TO SERVER AS WELL   ) 	CHOSE SITE ROOT B/C...
TOOLS > UTILITIES > IMPORT UTILITIES > MEMBER IMPORT UTILITY
EngineSummit 2012   CON ➍B: MEMBER DATA IMPORT   Success!   ... MAYBE?EE & Member Management                         32
EngineSummit 2012   CON ➍B: MEMBER DATA IMPORT   But if it goes   wrong...   ) 	YOU ARE S.O.L   ) 	EE HAS CRAPPY MEMBER IM...
EngineSummit 2012   CON ➍B: MEMBER DATA IMPORT   Test locally!!!   ) 	IF YOU DONT HAVE A LOCAL > DEV > LIVE OR   	 GIT/VER...
EngineSummit 2012   CON ➍B: MEMBER DATA IMPORT   Data issues:   )       	DUPLICATIONS (USERNAME, EMAIL, ETC)   )       	EM...
EngineSummit 2012   CON ➍B: MEMBER DATA IMPORT   Secret break?   ) 	EXCEL = MICROSOFT WINDOWS PRODUCT   ) 	I USE = IMAC   ...
EngineSummit 2012   CON ➍B: MEMBER DATA IMPORT   Break space   THE FIX:   ) 	DO YOUR EXCEL-FU (E.G. GENERATE SCREEN_NAME B...
EngineSummit 2012   CON ➍B: MEMBER DATA IMPORT   Congrats!   YOU JUST IMPORTED A BUNCH OF MEMBERS INTO EE!EE & Member Mana...
EngineSummit 2012   Not enough?   ROBUST "ALL IN ONE" MEMBER OPTIONS:   ) 	ELECTRIC FUNCTION MEMBRR ($145)   	 COMBINES SU...
EngineSummit 2012   To consider:   ) 	EE ZOO FLEXIBLE ADMIN ($22)   	 Customize control panel menu per member group!   ) 	...
EngineSummit 2012   It Depends.   )    	WHAT ARE YOUR CLIENT NEEDS?   )    	HOW MUCH CUSTOMIZATION?   )    	CONSIDER WHAT ...
EngineSummit 2012   Questions?EE & Member Management                  42
EE & Member Management
EE & Member Management
Upcoming SlideShare
Loading in …5
×

EE & Member Management

2,900 views

Published on

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

Published in: Technology, Business
  • Be the first to comment

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

×