iMIS Online Communities
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In this webcast, you’ll learn how you can use the iMIS Online Communities module to demonstrate even greater value to your constituents and ensure their retention. We’ll show you how to create a vibrant social experience where members/donors can connect, collaborate, and communicate in a secure setting. You’ll see ways you can easily guide/monitor discussion forums, offer a members-only knowledge base, wiki and other resources, and measure the impact of your engagement efforts.
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iMIS Online Communities
- 2. Presenters Edward Wendling Global Director of Marketing linkedin.com/in/emwendling Jeff Spring Senior Product Manager linkedin.com/in/jeff-spring-8ba8302
- 3. Agenda • Basic Communities Capabilities – Setup/Security – Homepage/Layout – Announcements – Discussion Forums – Document Library – Participant Roster – Wikis/Blogs • Pricing and Q&A
- 5. Set-Up/Security • Community Administrator(s) – Manage all aspects of a community • Community Moderators – Members of a community who can perform certain admin tasks (including moderating comments) • Community Subscribers – Members of a community who subscribe to be notified of new community activity • Community Members – View the community, create posts, and edit their own posts.
- 7. Set-Up/Security • Sent to Community Subscribers • Sent when someone adds or updates a discussion post or comments on a discussion post.
- 8. Home Page/Layout • Configurable Summary Page • Image, Follow Button, Menu • Recent Activity
- 10. Announcements • Allow community administrators to email all community subscribers • Attach emails to the announcement • Allow replies to the announcement
- 11. Discussion Forums • Community -> Forum(s) -> Posts Ex. Board of Directors Community -> Annual Retreat Forum -> Post: Who Arrives Sunday? • Threaded replies to posts • Forums can be moderated • Posts can be flagged as inappropriate
- 12. Resource Libraries • Define file type(s) • Max file size is adjustable • Organize items in folders
- 13. Participants • Display a List of Community Participants (Subscribers, Moderators, Administrators) • Display Community Role and Last Post/Reply • Choose which Fields to Display
- 14. Wikis • Collaborative authoring of content • Multiple users (administrators or moderators) can edit content • Subscribers receive email notifications for new or updated Wiki content
- 15. Blogs • Individuals can maintain a blog • Linked, dated archive to previous blog entries • Subscribers receive email notifications for new blog posts
- 16. Client Examples – ASI
- 17. Client Examples – Toledo Bar
- 18. Advanced Communities • Stand-Alone Community Web Site • SSO Integration with iMIS • Advanced Discussion Forum and List Serve Options • Daily/Weekly Email Digests • Resource Library includes Version Control and User Rating Options • Advanced Reporting • More Advanced Features
- 19. iMIS Community Resources Online Training https://www.advsol.com/training > Courses > Modules in Focus > iMIS Communities Online Documentation http://help.imis.com/q42015 > Features > Community > Communities
- 20. Next Steps and Q&A • iMIS Communities Pricing -> – Licensed for the iMIS 20 Bundle? You have it! – Not licensed for the iMIS 20 Bundle? Talk to your iMIS client account manager or AiSP! • Advanced Communities Pricing -> – Based on the number of members who may access it. Ex. 7500 community members = First Year Price of $10k+ • Need more details, demo, pricing? Talk to your iMIS client account manager or AiSP! • Questions?
Editor's Notes
- Greetings everyone and welcome to today’s webcast on iMIS Communities. My name is Edward Wendling, Global Director of Marketing and I’m joined today by Sr. Product Manager Jeff Spring.
- Let’s take a look at today’s agenda. First, I want to make sure everyone is aware that this is not a “How To” session. If you are looking for specific “How To” content we have online training courses as well as detailed online documentation. I will provide links to that information at the end of the presentation. For today’s webcast will provide a high-level overview of iMIS Communities capabilities including setup, administration, and security along with key features like announcements, discussion forums, and resource libraries. We will also share a few client examples, provide some information on another product we offer called Advanced Communities, and give you basic pricing information. Most importantly, we are here to try to answer any questions you may have. So with that I am going to turn it over to Jeff.
- So we will start right from the beginning with iMIS Communities. You can have as many different Communities as you want, each Community can have it’s own unique design, layout, and security, and if you use RiSE to manage your website your Communities can fit seamlessly into your website plus you can place different elements of a Community – like a discussion forum – on different pages. Setting up a community is easy. You define the name of the community, you can add a community logo or graphic, and you provide a short and long community description.
- Once you have your basic Community setup and then determine who is going to be able to access your community. There are four types of Community Roles – Community Administrators are users who administer all aspects of a community. Community Moderators are users who can perform certain administrative type tasks such as moderating comments in a discussion forum or replies to announcements. Community Subscribers are users who choose to subscribe or follow a particular community or discussion topic and therefore receive email notifications of new activity. Community Members are users who you have granted the ability to view and use a community.
- This is the security setup for a particular community and we are looking at the tab for granting access to Community members. There are a number of ways to grant access but the most common is to use a Group based on an IQA you have created (for example, all members that up to date on membership dues) as well as add specific individuals as needed.
- As I mentioned a Community Member who opts to subscribe to a particular Community or Discussion Forum within that Community will receive email notifications when there is new activity. You can control the content of that email notification.
- Now that we have our Community setup and have figured out access we next look at our options for layout and design. Each Community can have it’s own unique Home Page which is generally used as a summary page for the Community, where a user would opt to Subscribe to a particular Community, where you can have a Menu to access all the different options for the Community such as Discussion Forums, Announcements, and a Resource Library and [CLICK] where you can display recent activity from the Community. If you use RiSE to manage your website or you are familiar with how RISE works then you should know that the Communities features are all iParts that really can be placed anywhere on your website and you have a tremendous amount of flexibility in the layout of your Community.
- Let’s take a look at the layout options in a little more detail. We are looking again at the initial Community setup options. From here I can select a default Community Layout. [CLICK] Select Here is the default community layout that comes with iMIS. This is basically a two column layout and each Community feature is in a column. You can move these features around, you can remove them, you can add other pieces of content as well. We can also change the layout to any number of options [CLICK] Layout This pulls up all the different page layouts you can choose from. As you can see Communities are highly configurable. You can have a Community with Announcements, Discussion Forums, a Resource Library, and a Participation list, and you can choose how you displays on the Community front page or you can have a Community that is just a Resource Library (in which case it’s perhaps not a community but rather a document storage tool).
- Announcements are posts that display in the Announcements area of the Community page and can be configured to allow replies. They allow community administrators to broadcast messages to all community subscribers and members.
- Discussions Forums are where your community members can connect and discuss different topics. You can setup your Community to contain any number of Discussion Forums. For example, in this Board of Directors Community we have a Discussion Forum called the Annual Retreat. Within this forum individuals can post comments – in this example the comment is “Who Arrives Sunday” and then other members of the community can reply to this comment. Forums can be moderated by either your Community Administrator or by users you designate as Moderators. Posts can also be flagged as inappropriate by other users. When a community member subscribes to a discussion, they receive an email every time that a post is added or when someone replies to a topic with a post.
- Resource Libraries are where you can store files that Community members can access and download. You can create nested folders to hold your files, you can adjust the maximum file size allowable, and you can determine which types of files can be uploaded.
- You can also display a list of Community Participants – this is a list of Administrators, Moderators, and Subscribers. You can display their Community Role, the last post/reply, and also choose which fields (like email or phone) that you wish to display.
- Wikis are collaborative web pages that are grouped together, enabling quick editing of the pages by allowing community members to add or edit articles to the community website. Wikis allow community authors and community administrators (or anyone, depending on the permissions) to add and edit articles. However, comments, the ability to view revision history, the original author, or subsequent edits of an article are not available for wiki articles. Subscribing to a wiki means that every time an article is added or edited, you will receive an email message indicating what has changed.
- You also allow individuals or groups to post to a single area similar in style to a Blog. Blogs are similar to Discussion Forums except only designated users can post topics and they also include an archive of posts.
- We use iMIS Communities at ASI. We have a number of internal staff Communities and we’ve also recently created an iMIS Developers Community that we will be rolling out soon.
- Toledo Bar uses iMIS Communities to facilitate communication among their many commitees. They also have a Community for their Board of Directors as well as an internal Staff Community. Altogether they have 45 different communities.
- In addition to iMIS Communities we also still offer a stand-alone community website with more advanced features. This is the former Golightly product and we call it Advanced Communities. Some of the key differences between it and iMIS Communities is that is a stand alone website but it does include sign on integration with iMIS. It has more advanced discussion forum options including a true list serve. It has more flexibility for daily and weekly email digest, more options for the resource library, and more detailed out of the box reporting.
- We are almost to the end and ready to start taking questions. Before we get there I want to highlight some resources for you to get more information. If you already own iMIS Communities and want training we offer regular online training courses on it. If you just want to research a bit more on your own you can also go to our online documentation and help section.
- iMIS Communities pricing Advanced Communities pricing To get more details, including a demo and exact pricing please contact your iMIS client account manager or AiSP. Questions?