Master Configurations

Transcription

1 Master Configurations This section includes the general configurations for your organization, & will cover the Master section under the Enrichment tab. Some components will touch on the configuration of your public website; but, that will be discussed in further detail in the Site Aesthetics section. 1.) Configure: This is specifically for the configuration of your homepage, & the various components that make up your public website. a.) Home Page: This is where you homepage for your website is configured, & is what will be displayed to your consumers. The Home Page Image & Header Text appear at the top of your site, just below the banner & navigation tabs. (Please Note: most clients choose not use these fields, instead using the main text box for all information displayed.) The tool box is where the majority of your homepage information is entered, & gives you the ability to add/edit text, insert tables, upload images, hyperlink, etc., in addition to similar Microsoft Office features. Also on the Configure Homepage screen is the ability to highlight featured events, classes with special offers, &/or new classes, that you may want to promote directly on your homepage. You have the ability to type in customized titles, select the particular class(es) from the session lookup icon, & customize a highlight phrase.

2 Once both sections detailed above for the Homepage Configuration are configured to your liking, scroll to the bottom of the page & click Save. To remove a featured event, class(es) with a special offer, &/or a new class highlighted on the homepage, simply check the Remove box that corresponds to the class; then, click Save. b.) Configure Documents: This section allows you to add text/images/hyperlinks in the left menu column on your public site that will appear below your Program offerings. (Please Note: The toolbox used to configure the homepage is the same toolbox that will appear for all public website configuration components. Please refer to the image of the toolbox image on the previous page for reference.) Some examples of what Configure Documents is utilized for are: Facility Calendar link (if using esitetrak), Brochure image that links to PDF of offerings, organization contact information, organization policies, hyperlinked documents specific to your organization, social media images/hyperlinks, etc. The image below shows where this is displayed on the public site. c.) Promotion Text: This is the text that will be displayed above the Promotion Code field in the shopping cart during the registration process, in both the back office & public site. d.) Configure Login Text Help: This is what will be displayed on the public website when a person clicks the Need help logging in? link. The instruction e.) Letter Confirmation: This feature is general information that will on the class confirmation receipt, above the class registration details. This may include general information about your organization, thank you for registering statement, contact info in the event someone needs to un-register, etc. f.) Marketing Source: This feature gives you the ability to learn how registrants heard about the class(es) they are registering for, during the registration process. (Please Note: The question is only asked once at the time of registration, regardless of the number of classes/people you are registering that that transaction.) This data may be essential to your organization s marketing strategy, knowing the outreach in which customers are learning about your class offerings. There is a corresponding report that will be detailed in the report section. On the Configure Marketing Source page, enter a Marketing Source & display order in which the choices will appear in the dropdown menu; then, click Save. Continue this process until all marketing sources your organization utilizes is listed.

3 g.) Privacy Policy: It is strongly encouraged that every organization configures a Privacy Policy that applies to the information collected by your website. This feature gives you the ability to customize a header & the contents of your Privacy Policy. Also, the system requires you to provide a Version Number & Date, & will update as revisions are made to it. You have the ability to require the Privacy Policy acceptance for all classes, in addition to the system automatically requiring its acceptance when a new profile is created on your public website. h.) Message: You have the ability to configure two customized message types that are specific to your organization s policies & procedures for class cancellations/refunds & class waitlists. Cancellation Refund Policy: This message should include your organization s policy for class cancellations & refunds. This message will be displayed on the Class Confirmation page (back office & public site) when a registration is completed, as well as on printed receipts.

4 Waitlist Confirmation: This message should include your organization s policy for waitlist registrations. This message will be displayed on the Waitlist Registration Confirmation page in the back office. On the public website, it will appear in a popup notification when a person clicks Join Waitlist. 2.) Organization Settings: This is specifically for the configuration of your clientele s age category settings, & the customized labels (headings/titles) used by your organization. a.) Age Category: This feature allows you to classify your customers into different age groups. Selection of an Age Category is a required field when adding shoppers/member profiles. Depending on the clientele your organization serves, you may choose to classify by general Age Categories (ex: child, youth, adult, senior, etc.); whereas, others may opt to categorize by grade level or school/location.

5 To add an Age Category, simply type a name in the Age Category field & age parameters (in years) in the From/To fields. Then, click Add Age Category. Continue this process until all of your Age Categories are added. (Please Note: Age Limits cannot overlap. For example, if Child is 3-5, Youth cannot be 5-18; must be 6-18, because 5 is already associated with Child.) b.) Custom Label: This feature allows you to customize the labels for Program, Category, Sub-Category, Class, &/or Session in regards to how they would appear on your public site. This is beneficial to those organizations that may call a Program, Category, Class, etc., by a different title (ex: you may refer to a class as a course, or session as a section ). To add Custom Labels, enter the new label/title you would like to replace the current label name with (both singular & plural forms); then, click Save. The new singular & plural word(s) will now appear on your public site in place of the original label name(s). 3.) Miscellaneous: This section allows you to configure your Expense Tracking, Promotions, &/or Map, if those components are applicable to your organization. a.) Expense Tracking: This feature allows you to track additional expenses (ex: supplies) that may be associated with a particular class session. Depending on your organization, the actual expense cost may or may not be calculated into the class fee that is charged to registrants in order to participate. (Please Note: A class & session must be created before Expense Tracking can be configured, because you must select the class session that the expense applies to.)

6 To add an Expense, click Add Expense. On the Expense Tracking Maintenance page, select the Program, Category, Class, & Session from the dropdown menus for which the expense will apply; or, enter the Session ID. Also, select the Employee creating the expense, date of the expense, notes (optional), & the amount of the expense. Then, click Save ; you will return to the Expense Tracking Listing screen. To search for an expense, define the search criteria on the Expense Tracking Listing page by selecting one or more of the search criteria fields; then, click Search. To edit/delete an expense, click the green dropdown to the left of the Class Name on the Event Tracking Listing page, & select either Edit or Delete. b.) Promotions: This feature allows you to create promotion codes that an individual can apply towards a class(es) in the shopping cart on both the public site & in the back office. The promotion code is a discount that can be either a flat rate or a percentage off a class fee that is available for use only within the specified date range. (Please Note: A promotion code discount will apply to each item in the cart, not the total of the cart. Applying a promotion code to a shopping cart will be discussed in the Registration section.) The Promotion Listing page provides you with an overview of the promotions, including the promotion code, start/end date, value & status of the promotion. To add a Promotion, click Add Promotion. In the Promotion Maintenance screen, enter the promotion code, type (value/flat fee or percentage), the value amount, & the start/end date for the promotion. Then, click Save.

7 To edit, delete, &/or change the status of a promotion, click the green dropdown menu to the left of the promotion code & select the action you wish to proceed with. (Please note: a promotion cannot be deleted if it has been used.) c.) Configure Map: This feature is no longer applicable with the updated public website layout.