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Focus On: Public Pages

Article ID: 797
Last updated: 05 Apr, 2010

Focus On: Public Pages

 

Welcome to our Focus On series. In this series of tutorials, we will show you a few overlooked features in our system. We encourage you to print this document to follow along through the lesson.

 

Tutorial: Public Pages

 

Public Pages are designed to work with your website to collect information from the users of your website and import that information into your database.  By creating a public page, you will create a URL that you can insert into your website that the public can access to sign up as a volunteer, RSVP to an event or contribute. Once that information is collected, it is submitted to your database for your approval and imported into your database. In this tutorial, you will learn how to set up these pages to add to your website.

 

User must at least be a standard administrator in order to use this tutorial. Talk to your administrator for more information.

 

In this tutorial, you will learn:

Lesson 1: How to View Your Progress (Without Adding it to your Website).

Lesson 2: How to Add a Basic Public Page

Lesson 3: How to Add Contribution Levels

Lesson 4: How to Add a Communications to your Page

Lesson 5: How to Add a Code or Code Type to your page

Lesson 6: Custom Graphics – What is a Page Match?

 

Special Note for Contribution Pages: Any credit card processing pages are subject to a 5% processing fee.

 

Lesson 1: How to View Your Progress

 

Public Pages are simple to set-up and delete. You may create public pages, look at the interface and delete public pages without actually publishing them to your website until you include the URL in your site. You should feel comfortable setting up your pages and adjusting your preferences knowing that the public will not see that page until you link it to your website.

 

Since you will be able to change preference during the set-up a Public Page, this is not a typical step-by-step process. During each set of steps, you may want to check out the development of your public page. We will teach you had to do this first so that you can view your progress throughout the lesson.

 

To look at your public page:

 

1.       Make sure your click Save Changes.

2.       Click on the Copy Link hyperlink.

 

3.       Go to a NEW browser window and paste into the URL area (where your www address is usually written) and press enter on your keyboard. This will take you to your Public Page.

 

Refer to this lesson throughout the tutorial to view the progress of your Public Page.

 

Lesson 2: How to Add a Basic Public Page.

 

1.       Go to Management and Public Pages.

 

2.       Click on Add Public Page.

 

 

3.       This will bring up the Add Public Page screen.

The first box is the Page Settings. Complete these areas and click Save Changes.

 

Page Name– This is the internal name of your page. For instance, if this is your 2006 Spring Volunteer Page, type this in the first field.

 

Page Style  -This is the type of page you are adding to your website. There are several page styles to consider. If this is a volunteer page, you may consider a Standard Sign Up page but if you are setting up a contribution page, you’ll need to use the contribution template that collects credit card numbers. If you want to try out different styles, select a style, click on the Save Changes button and use Lesson 1 to view the Public Page.

 

Redirect on Submit– If your web designers have set up a custom designed thank you page, check the box and complete the Redirect URL field. If you do not have a custom page, leave this area blank and a thank you message will display when submitted.

 

Location– This is where your written URL is displayed. Do not click on this hyperlink. This is cause the session to end in BackOffice and you will need to log-in again. However, if you are using a non-standard browser, you will need to copy the URL from this area to paste into your browser.

 

Copy Link– This is the hyperlink you will need to click in order to paste it into your browser. For more information, see Lesson 1.

 

  1. The next box is Page Content. Complete these areas and click Save Changes.

 

Page Label– This is the public name of your page. For instance, if this is a volunteer page, you might type Volunteer Now for Senator Candidate! in the Page Label area.

 

Top Text– This will put information at the top of your page under the Page Label. You could place a paragraph about the type of volunteers your organization is looking for or the importance of volunteers.

 

Bottom Text– This will put information at the bottom of your page, immediately before the submit button. You could use this area for a disclaimer.

 

Align– This is how you want the text in the boxes aligned on the Public Page.

 

Show checkbox – Take special note of the show box. Without this box checked, the text will not be displayed.

 

  1. The next box is Notifications. Notifications do not make a visual impact on your Public Page but instead tells the system to send an email to a user within BackOffice when this page is used. For instance, for a contribution page, you may choose to notify your treasurer when a contribution is made. Click on Add Notification and select the users you wish to notify. (Only users in BackOffice will be notified and the email address used is the email address listed on the User Information).

  2. Click Save Changes and use Lesson 1 to review your progress.

Lesson 3: How to add contribution levels

 

If you are not working on a contribution page, skip to lesson 4. Contribution levels can be added if you want your contributors to make a contribution of a certain amount. For example, this could be for Bronze, Silver and Gold contribution levels.

 

To add a contribution level:

1.       Click on Add Contribution Level

2.       In the new pop-up box, in the Level Label field, give the contribution level a name (like Bronze Circle).

3.       In the Amount field, type the amount of the contribution required for this level (like 100).

4.       In the Category dropdown, select the Category for these type of contributions.

5.       Click on the Add box. Continue adding contribution levels until you are finished.

6.       Click on the Close box.

 

Once you have added all your labels, you will want to label the contribution dropdown box for these levels. For instance, your label could be Choose your Contribution Level.

 

1.       Type your Contribution Section label to label your dropdowns.

2.       Choose the Category for the Contributions area. This is for contributions made without a contribution level selected.

 

Click Save Changes and use Lesson 1 to review your progress.

 

Lesson 4:  How to a communications to your page

 

Here you can specify the communications to be added to the records imported through your Public Pages. For example, if you have a volunteer page, you may want all the people that enter in their information on your website to be imported with a Follow-Up Needed Reminder for your Volunteer Coordinator. In this lesson, you’ll learn how to add those communications.

 

How to add a communication to your page:

1.       Click on the Add Communication button.

Label – Type the name of that you are giving this communication. You will want to take into consideration your layout for this communication. For instance, if it’s an RSVP layout, you may want to label the communication like, “Yes! I will be attending!”

Communication– This is the dropdown box where you can select the communication you want to tag incoming records.

Layout – There are different types of layouts for different purposes.

RSVP -This layout is for responding to an event.

TextArea– This layout can be used if you are looking for your website users to type a response.

Checkbox– This layout is for multiple communications or when you need a simple yes or no response.

Hidden – This layout is when you do not need a response at all. For instance, if you want all submissions to have the communication Follow-up Need Reminder: Call, you can give the page this communication and use the layout hidden.

Show Memo– Allows your user to add a memo that will added to the memo section of the communication.

2.       Complete the fields and click Add. When you are finished. Click Close.

3.       Click Save Changes and use Lesson 1 to review your progress.

 

 

Lesson 5: How to Add a Code or Code Type to a Public page

 

Here you can specify the codes to be added to the records imported through your Public Pages. For example, if you have a volunteer page, you may want all the people that enter in their information on your website to choose their preferred volunteer activity or to be coded with the code “Volunteer.” In this lesson, you’ll learn how to add those codes to your Public Page.

 

How to Add a Code to your page:

1.       Click on the Add Code button.

Code– This dropdown box has all your codes. Select the code that you wish to add for this public page. . You will want to take into consideration your layout for when you choose the code. For instance, if you are going to have checkboxes so that web site users are checking which activities that want to volunteer for, you will want codes for those specific activities.

 

Code Label– The is the label for your code. Internally, you may have a code that isn’t easy to read. This gives you a chance to type a more comprehensible name. For instance, the code may be “0206TicketGalaVol” but you can write, “Sell Tickets for the February Gala.”

 

Layout- There are different types of layouts for different purposes. Each will appear differently on your website.

Checkbox - This layout is for multiple codes or when you need a simple yes or no response.

Select – This layout is when you want the user to select an option from a dropdown list.

Hidden -This layout is when you do not need a response at all. For instance, if you want all submissions to have the code Volunteer, you can give the page this code and use the layout hidden.

Show Memo– Allows your use  to add a memo that will added to the memo section of the code.

2.       Complete the fields and click Add. When you are finished. Click Close.

3.       Click Save Changes and use Lesson 1 to review your progress.

 

Adding a Code Type to a Public Page allows you to add all your codes under a code type to a page. For instance, if you have a dozen specific volunteer codes under the code type Volunteer. You can add all the codes to your page.

 

To Add a Code Type to your page:

1.       Click Add Code Type.

2.       Select your Code Type from the dropdown list.

3.       Select your Layout.

4.       Click Add.

5.       Click Save Changes and use Lesson 1 to review your progress.

Note: If you do not have Code Types, you will not see the Add Code Types button.

 

Lesson 6: Custom Graphics – What is a Page Match?

 

A page match is when you want the public page to look exactly like your existing website. This allows the user of your website to feel like they are still on your site when they are signing up to be a volunteer or contributing on-line. Not only does it inspire user confidence in submitting their information on-line, it also adds to the professionalism of your site.

 

If you are using a combination of our SiteBuilder product and our Public Pages, you won’t need to worry about a page match. This is done automatically in the BackOffice system.

 

However, if you have your own website, you may wish to go the custom graphics route and have a page match done. A page match typically costs $85/hour and depending on the complexity of your website, can run 1-2 hours. Once a page match is done for one Public Page, it can be applied to all your public pages at no additional cost.

 

If you are interested in having a page match done on your site, let us know! We’ll be happy to help you out.

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Article ID: 797
Last updated: 05 Apr, 2010
Revision: 1
Views: 650
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