Content Management System

Transcription

1 Content Management System

2 7300 Warden Avenue, Suite 503 Markham, Ontario Canada L3R 9Z6 Phone: Toll Free: Fax: Web: Copyright 2018 Andar Software Ltd. All rights reserved. No part of this document may be transmitted, stored in a retrieval system, or reproduced in any way without the written permission of Andar Software. Trainings, demos, presentations, etc., (whether on-site or web-based) may not be recorded, photographed, captured, etc., in any way without the written permission from Andar Software.

3 Contents Article Types... 4 Article Types Basic Tab... 6 Variables... 9 Roles Tab Deprecated Tab Articles Creating an Article Article Maintenance Adding an Article Article Window Article Type ID Status Date and Time Class Sequence Title Article Tab Insert Options Image Insertion Attachment Insertion Article Link Link to Survey Link to Event Registration Synopsis Tab Attachments Tab Available Actions on the Attached Files tab Ear Tab Audit Tab Advanced Tab Interests Tab Page 1 of 47

4 Sharing Tab Tab Log Tab Rating Tab Web Look & Feel Containers Key Concepts: Look and Feel Container Web Page s, Receipts, Thank You Letters, General Letters, Statements How to Create/Use a Look and Feel Containers Look and Feel Item: Targets Add a Target Target Usage Target Logic Target Example MIG Letters Executive Plus CMS with Outlook Connector Apply Style: Quick Entry Templates: StyleSheets Import or Export Styles Add a StyleSheet StyleSheet Tab Page Header Tab Page Footer Tab Per Record Tab Attached Files Styles Special Use of the Per Record Tab Page 2 of 47

5 PURLs Adding a PURL Page 3 of 47

6 Article Types Article Types are essentially categories in which to store your articles. Each category can be individually controlled to be displayed in various manners. You can also user the article type configuration to allow sharing, track likes/dislikes and generate Really Simple Syndication Feeds. Article Types are accessed in the main menu e-community -> Administration - > Manage Article Types The Article Types window will display all available article types and basic information about each. Display or Update can be used to review each in detail. To add a new Article Type, click the Add button. The Add Article Type Window will appear. Article Type - Enter a name for the Article Type. For example, My Blogs. Description - The description of the article is for information only. Class Name - If a class name is specified, it will be used as a div tag in the style sheet. Article Header, Article Footer - The Article Header and Article Footer drop-down lists contain all published articles. The selected article will be the header or the footer for articles of this Article Type. If this Article Type does not need a header or a footer, leave the Article Header and Article Footer fields blank. For consistency, you may want to create a header and a footer for the articles that will be displayed on web pages: o o o Create a Header Article Type for header articles and create a Footer Article Type for footer articles. Enter Header or Footer into the Article Type field on the Add Article Type window. Other fields are irrelevant (Actually, it does not matter how you name the header Article Type or footer Article Type. Articles of any Article Type can be added to another article as the header or a footer). Then create header articles or footer articles like a regular article. When you define an Article Type that will be the "body" of the web page (for example, Special Events), select the header article and/or footer article from the Article Headerand/or Article Page 4 of 47

7 Footer on the Add Article Type window. The header article and/or footer article will be shown on the web page when the "body" of the web page is shown. Date Sequence - When multiple articles are grouped together and listed on the same page, the Date Sequence will determine the order of the listing. o Ascending Order (Today to Future) - If selected, no past articles will be shown. The Archive Page (List Page) will list only today's articles and future articles. The one nearest in the future will appear first. This order is useful for listing upcoming events on the web page. It does not affect articles sent by e- mail. o Descending order (Today to Past) - If selected, no future articles will be shown. The Archive Page (List Page) will list only today's articles and past articles. The most recent one will appear first. This order is useful for listing articles such as press releases. It does not affect articles sent by . o o Ascending - If selected, the Archive Page (List Page) will list all past and future articles in ascending order. Descending - If selected, the Archive Page (List Page) will list all past and future articles in descending order. Page 5 of 47

8 Article Types Basic Tab The Article Types Basic Tab sets the display properties for articles of this specific type. The Group Articles By Date selection will group articles by date and list them on the same page. When the articles are displayed in a list, you can sort the articles by their sequence numbers or by the Article Date and Time. If Group Articles By Date is NOT selected, the links on the List Page will open the Single Article web page that displays only one article in its entirety. If Group Articles By Date is selected, the links on the List Page will open the Group Article web page that displays a list of articles grouped by date (as shown below). This is useful for publishing press releases on the web sites or e mail multiple articles in a newsletter. Group Page Style Sheet You can create your own style sheet for the Group Page and select the style sheet here. If the field is left blank, the default style provided by Helix will be applied. Page 6 of 47

9 Display Table of Contents, Style Sheet When defining an Article Type, you can decide whether or not they want to generate a table of contents for the list of articles grouped by date. If the Display Table of Contents, Style Sheet checkbox on the Article Type is selected, a table of contents will be created for the list of articles that displayed on the Group Article web page or sent as e newsletters by e mail. The Table of Contents allows viewers to jump to the linked articles. If Display Table of Contents, StyleSheet checkbox on the Article Type is NOT selected, no table of contents for the articles will be created. When defining an Article Type, you can also choose a style sheet for the Table of Contents. You can create your own style sheet for the Table of Contents page and select the style sheet here. If no style sheet is selected, the default style provided by Helix will be used. The style sheet for the Article Type will be the default for the Table of Contents of e newsletters that contain the articles of this Article Type. Users can select a different style sheet for a specific e newsletters. When the Newsletter radio button is selected on the Send e Mail window > Message Tab, a Table of Content Style option will be displayed. Users can select a different style sheet from the Table of Content Style option on the Send e Mail window to override the Display Table of Contents, Style Sheet flag setting on the Article Type for that newsletter. If the Table of Content Style option on the Send e Mail window is blank, the Display Table of Contents, Style Sheet flag setting on the Article Type will apply. Use Article Sequence Numbers When the group of articles is sent as e newsletters, the sequence of the articles will be determined by their sequence numbers or by the Article Date and Time based on the Article Type definition. If Use Article Sequence Numbers is NOT selected, the sequence of the articles is determined by the Article Time. The sequence of the articles can be changed by changing the Article Time. If Use Article Sequence Numbers is selected, the sequence of the articles is determined by their sequence numbers. In Article Maintenance, the sequence number of the article with the lowest sequence number will appear in red. Page 7 of 47

10 Pull out article zero (0) This option allows you to do special handling of the article as a headline or front page article. The article to be used as a headline or front page article should use the article sequence number 0. Open the Page Header tab of the selected style sheet to add the article variables to the style sheet (the article variables are listed at the bottom of the Basic Tab of the Add Article Type window). If Pull out article zero (0) is checked and an article with sequence number 0 exists, that article will be part of the header. If Pull out article zero (0) is checked and no article with sequence number 0 exists, but a header article has been defined on the article type, the header article will be used as the header. Archives Page Style Sheet You can create your own style sheets for the Archives Page, the Table of Contents of the Archives Page and/or the Year List of the Archives Page and select the style sheets here. If no style sheet is selected, the default style provided by Helix will be used. Page by Year If selected, the Archive page will show ALL the articles for the selected year or for the current year by default on the same page. Articles per page This option allows you to set the maximum number of articles to be shown on each page. For example, you might want to show up to 5 articles per page. Article Page Style Sheet You can create your own style sheet for the single Article Page and select the style sheet here. If no style sheet is selected, the default style provided by Helix will be used. Display Embedded Area You can create your own portlet and insert it into the article. After x paragraphs The portlet will be displayed after x number of paragraphs. Allow Sharing, Style Sheet If this is checked, the following icons will appear on the web page to allow web users to share the article using the most common social networking services. Page 8 of 47

11 For example, they can share the article with friends on Facebook. You can create your own style sheet for the line of icons and select the style sheet here. If no style sheet is selected, the default style provided by Helix will be used. If the checkbox is selected and the default article style sheet is used, the Single Article Page will show the Like and Dislike images as shown below. When viewers click on the Like or Dislike image, Andar will track and count them. If you use your own style sheet for the article, add the <Like> variable to display the Like and Dislike images. NOTE: The Like and Dislike images are not supported for the Group Page. The Like and Dislike images will not be displayed if such articles are sent by e mail using the default style sheets. You will have to add the <Like> variable in your own style sheet to display the Like and Dislike images. When viewers click on the Like or Dislike image, Andar will track and count how many viewers like the article and how many dislike it. The account number of the web user will be tracked if he/she clicked on the link after logging into the e Community website, OR, if he/she clicked on the link on the article sent via an that had the Track Click Through selected. The Rating Tab of the article will show who clicked the Like or Dislike image for the article. The Individual and Organization profile > e Community tab > Like/Dislike Sub Tab shows all the articles on which the account clicked the Like or Dislike image. The Dashboard Data Item Article Ratings lists all Like and Dislike records for a specific article type with a Like and a Dislike totals. The Dashboard Data Item Article Historical Ratings shows how many viewers like articles of a specific article type and how many dislike them. The counts are over 4 time periods. Generate RSS Feed If the Generate RSS Feed checkbox is selected and the default style sheet for the Archive Page is used, the web page will allow users to subscribe to the Archive Page to get RSS feeds. This feature is useful for web pages such as press releases or online newsletters and assist search engines in publishing updated contents in various news feeds such as Google News. If you use your own style sheet for the Archive Page, add the <RSS> variable in the header or footer of the Archive Page to display the RSS button and link. Variables These variables are listed at the bottom of the article types page. These variables can be used in StyleSheets to build you own custom displays. Page 9 of 47

12 Roles Tab You can restrict the display of the articles of an Article Type to one or more Roles. If no role is selected, the articles of the Article Type will be displayed to all. Deprecated Tab Please do not use the options on this tab. This tab remains in the system for backward compatibility. Page 10 of 47

13 Articles Articles are one of the primary building blocks of the Andar Content Management System. Articles can be used as the content of s, web pages, web customizations, or look and feel items. Articles can then be sorted into different categories called Article Types. An Article can contain any amount of information. Articles make it easy for you to create engaging content to be used on many areas of Andar and e-community. Some examples of areas where articles can be used are: Single Web Pages Menu Items Content (Single or as Newsletters) Look and Feel Items Web Customizations as Note Variables Creating an Article Creating articles can be done from two different area of the Andar Main Menu. Depending on the security of the logged in user, one or both may be available. Either menu item will open the same window. Main Menu - > Communications - > Article Maintenance OR Main Menu - > e-community - > Article Maintenance Article Maintenance Opening either of the Article Maintenance items will display the Article Maintenance window. Within the Article Maintenance window a user can sort, filter, view, create and modify articles. The Article Type section at the top of the window can be used to display articles of a specified type. Page 11 of 47

14 You may also further filter by date range or even article content. Adding an Article To add an article, simply click on the 'Add' button at the bottom of the Article Maintenance window. When adding an article you must first select the article type to which it will be assigned. Andar ships with a default Article Type. This Article Type is 'Andar Default.' Select the Article Type and provide the title of the article. The title will be used in several areas of Andar and e- Community. Once the article is added, you will find it in the Article Maintenance window. When the 'Add' button is clicked the article will open in a new window, ready for content to be added into the Article Tab. The article tab contains the main content of the article. Article Window The article window contains a number of items that control aspects of its display. Article Type The article type can be changed with in the article; this will categorize to the new type after updating. ID This is the assigned value of the article in the database. There are a number of places this ID will be used. Status The status of the article is used to control the state of the article. New The article is currently being prepared/edited Obsolete The article is no longer being used Published The article is currently in use and should NOT be edited. It is available for use online and in s (May require Publish Authority) Ready This status means that it ready to be reviewed by an individual with Publish authority Date and Time Date and Time are assigned when the article is created. It can be used for organizational purposes. In the case of articles used for newsletters, all article dates for the newsletter need to be the same. A good recommendation for this is to set the expected delivery date of the newsletter. Page 12 of 47

15 Class The class field can be used to assign a special StyleSheet class to the article. This can be used to assign CSS code to the article. Sequence The sequence field is used to order the article when used in a group such as a newsletter, article list or archive. Title This is the title of the article. Article Tab Content added to the Article tab can be displayed in many areas which will be covered later in the document. The content will be formatted by the associated look and feel or StyleSheet used to display the article therefore, it is not necessary to change fonts on this screen. Standard editing tools are displayed on the top of the article window and are used in a similar manner to that of Microsoft Word. These editing tools will not be covered in detail in this document. Enter the text of the article. You may use the 'Insert Options' button to insert any needed links. Page 13 of 47

16 Insert Options It's important to note that if you are linking to documents or other items, that the Andar 'Insert Options' button should be used unless you are linking to external sites or files. In the article tab, the Insert Options button is used to add items to the article. Image from Attachment Image from Clipboard Attachment Article Link Link to Survey Link to Event Registration Adds an image into the article from the attachments tab. Adds an image into the article from the clipboard, or the area where an image is stored when copied. Adds a link to a file that has been added to the Attachments tab. This includes files such as PDF files or other document types. Adds a link to another article or archive Adds a link to a published Andar Survey Adds a link to a published, active, Event Registration. Below are the different dialog boxes that are associated with each of the insert options Image Insertion When inserting images using either 'from attachments' or 'from clipboard,' Andar will produce a second window of options for inserting the image. The file name is used to select the image from the attachments tab if multiple files are present. The size can be modified by scaling or set to original size. Alternate Text should be added to display when the image cannot be shown as well as a tooltip. Alignment will also be set in the Alignment drop down. Page 14 of 47

17 Clicking the Insert button will insert the image into your Article. Attachment Insertion When inserting an attachment into an article, a link will be provided which will open the actual file that you've attached. (See Attachments Tab Section) The file name drop down box will display a listing of the files in the attachments tab. The description of the attached file will be shown, not the actual file name. Include Icon will display a generic file type icon before or after the link. The Text field will be the actual hyperlink text displayed in the article, this is the clickable link to the attachment. The Name field will populate the HTML name attribute for the hyperlink. Not to be confused with Andar's Targets, the Target drop down box will insert the HTML target attribute. This controls the browser's behavior.* Once Inserted it will appear as below in the document and associated HTML: Page 15 of 47

18 Article Link An article link will add a link to either a single article or an article archive (a.k.a. 'Article Type') For a Single Article, (a.k.a. 'Web Page') select the desired article from the Web Page drop down box. The Text field will be the actual hyperlink text displayed in the article, this is the clickable link to the article. The Title field will populate the HTML title attribute for the hyperlink. Not to be confused with Andar's Targets, the Target drop down box will insert the HTML target attribute. This controls the browser's behavior.* Once Inserted it will appear as below in the document and associated HTML: Page 16 of 47

19 For an Archive, (a.k.a. 'Article Type') select the desired article type from the Archive drop down box. The Text field will be the actual hyperlink text displayed in the article, this is the clickable link to the archive page. The Title field will populate the HTML title attribute for the hyperlink. Not to be confused with Andar's Targets, the Target drop down box will insert the HTML target attribute. This controls the browser's behavior.* Once Inserted it will appear as below in the document and associated HTML: Page 17 of 47

20 Link to Survey Inserting a link to a survey will allow an article viewer to be directed to a published survey. This survey can be for either logged in or not logged in visitors. Select the specific survey in the Survey selection box. This survey should be in published status. Select the intended audience for the survey. For Logged In will require the user to log in before completing the survey For Not Logged In will not require a log in and is considered an anonymous survey (though identifying information can be requested in the survey) The Text field will be the actual hyperlink text displayed in the article, this is the clickable link to the survey. The Title field will populate the HTML title attribute for the hyperlink. Not to be confused with Andar's Targets, the Target drop down box will insert the HTML target attribute. This controls the browser's behavior.* Once Inserted it will appear as below in the document and associated HTML: Page 18 of 47

21 Link to Event Registration Link to Event Registration will add a link to an active event registration page. Select the specific event occurrence in the Event selection box. This event occurrence should be in active status and online registration should be active. Care should be taken when selecting the event occurrence. Each event account will be shown with each of its occurrences as seen below. Standard URL will require the user to log in before completing the survey Single Page URL will not require a log in and is considered a new registration by an unknown individual, matching will be performed if the De-Dupe option is active (See i-attend Documentation) The Text field will be the actual hyperlink text displayed in the article, this is the clickable link to the event registration. The Title field will populate the HTML title attribute for the hyperlink. Not to be confused with Andar's Targets, the Target drop down box will insert the HTML target attribute. This controls the browser's behavior.* Page 19 of 47

22 Once Inserted it will appear as below in the document and associated HTML: *Target Definitions _blank _self _parent _top Opens the linked document in a new window or tab Opens the linked document in the same frame as it was clicked (this is default) Opens the linked document in the parent frame Opens the linked document in the full body of the window Synopsis Tab Content added to the Synopsis tab can be displayed as alternate or a short version of the Article Tab in many areas which will be covered later in the document. The content will be formatted by the associated look and feel or StyleSheet used to display the article therefore, it is not necessary to change fonts on this screen. Standard editing tools are displayed on the top of the article window and are used in a similar manner to that of Microsoft Word. These editing tools will not be covered in detail in this document. Enter the text of the Synopsis. You may use the 'Insert Options' button to insert any needed links. The Synopsis tab is identical to the Article Tab except for the methods used to display it. See StyleSheets sections for more information. Page 20 of 47

23 Attachments Tab The attachments tab is used to hold files to be used in association with the article. The attached files tab can hold file types such as documents and images. The article's Insert Options button can be used the insert links to these attachments. Use the Browse button to locate the file you wish to attach and add a description to the description field. The description field will be used in areas such as the Insert Options button. The Attached Files tab allows you to attach multiple files (including images) or multiple copies of the same file (with the same file name) to an article. There are several ways to attach files: Drag and Drop Drag one or multiple files to anywhere within the window to attach them (You don't have to open the Attach Files Tab). A message (Attached n files) will be displayed. The files will be automatically added to the Attached Files Tab and saved in Andar. Files saved in Andar will not be affected by any changes made to the files outside of Andar (for example, renaming the file, moving the file to a different folder, or removing the file from its previous directory). Copy and Paste Select one or multiple files in a folder on your computer and then right click and select Copy. Then click on the Paste button on the Attached Files Tab. The file(s) will be automatically added to the Attached Files Tab and saved in Andar. Files saved in Andar will not be affected by any changes made to the files outside of Andar (for example, renaming the file, moving the file to a different folder, or removing the file from its previous directory). If the image file has not been saved, dragging and dropping the image will also automatically save the image (This may result in adding a.png version of the image with a generic name of image001.png, image002.png, etc.). You can copy and paste images on the clipboard in the same way. Page 21 of 47

24 Available Actions on the Attached Files tab View You can click on this button to view the attached file. If this is an image file, the Image Preview will show a thumbnail image. Check Out allows you to save the attached file on a local drive for editing purposes. If you change the file name while saving it to the local drive, the file name in Andar will also change to the new name. Once a file is checked out, the Check Out button will become Check In. Clicking on Check In will copy the edited file back into Andar. Check In will save the changes made to the checked out file. Once a file is checked out, the Attached Files tab will show who is using the file (In Use By) and when it was checked out (In Use Date and In User Time). Don't change the path or file name after a file is saved on your local drive. If you change the file name or move the file to another directory after saving it, Check In will not find the file. Release Check Out If the file is checked out, Release Check Out will become enabled. Release Check Out will check in the version of the file as it existed prior to being "checked out." Use this button if you decide not to save the changes made to the checked out file. This button can also be used to access a file that has been "checked out" of Andar by another user. Remove This allows you to delete the attached file. A Delete File dialogue will appear. Any files that have been "checked out" and saved on PCs will not be affected by this action. Page 22 of 47

25 Ear Tab The Ear Tab is for selecting the main image for the article. The main image can be shown on the search result list of the search engines such Google. Andar does not allow resizing images. Resize images in another application. The recommended width for the main image is 100 pixels. The height will be adjusted proportionally. Click on Select to locate the image file. The image file can be selected from your machine or through a network. A thumbnail image will appear. The Preview button will display the full image. The selected image will be saved in Andar. The image will be available in Andar even if you remove it from the current directory. Image Title - The Image Title will be the tool tips for the image. Alternate Text - This will be displayed on the web page or the newsletter if the image fails to load. Audit Tab This tab shows when the article was created, by whom, when the article was last changed and by whom. The Audit tad also introduces the concept of article versions. Each time the article is modified, a version is saved for later retrieval. To restore, select a previous version from the list and click the Preview button. Once you have the article you wish to restore selected, click the Restore buton. Page 23 of 47

26 Advanced Tab This tab allows you to determine whether or not you want the search engines to index this article and set restrictions on the visibility of the this article. Keywords - All search engines allow web users to search by keywords or key phrases. By entering keywords or key phrases for the article, it will enable the search engines to find this article faster. The keywords or key phrases should reflect the subject and content of this article. Keywords or key phrases can be the exact words used in the article as well as other search terms that your viewers might use to search for the article. Use commas to separate the keywords and key phrases. Description - Briefly describe what the article is about. Description will NOT be shown anywhere. All areas that specify "Descriptions" will show the Synopsis instead of Description. Search Engine Robot - A Search Engine Robot is a computer program that browses the World Wide Web. Robots collect data from the visited web pages and index them in order to provide fast search results. If Index is selected, robots will include this page in the search services. If Index is NOT selected, this page will be excluded from the search services. Follow means robots are welcome to follow links from this page to find other pages. If you do not want robots to visit the pages linked by this article, use No Follow. Page 24 of 47

27 Effective Date, Expiry Date - The Effective Date and Expiry Date will help restrict the display of a Published article within a date and time range. Author - The Author is only shown in Andar, not on the web. User Defined 1 to 6 - Define custom fields that will be inserted into this article. Each field allows 20 characters (letter and/or numbers). The values in these fields will be retrieved by the corresponding article variables if the article variables are inserted into this article. The values in these fields will NOT be retrieved by the article variables in other articles. Example use: If you have a set of characters that will be used repeatedly in this article, you can define it as a User Defined 1 and insert it into the article. When you change the value in the User Defined 1 field, the article variable will retrieve the new value so you do not have to change them one by one, similar to "Replace All". Page 25 of 47

28 Interests Tab This tab allows you to define how many points of Interests will be rewarded to the web user when the article is viewed on a web page. This does not reward the viewer points of Interests if the article is viewed through an . If you have created a Look and Feel Area for the Article List portlet and if the Show Random by Interest option is selected for the Article List, the interests defined on the article will be matched against the web user's interests in order to display the articles specific to that web user's interest. When a web user views this article, the associated interests will be recorded in Andar: If the web user is already logged in, viewing the article will cause Andar to write a record on that web user s Andar account profile > CRM Tab > Interest Rating Sub-Tab. If the web user views the article before logging in, it will also cause Andar to write a record on that web user s Andar account profile > CRM Tab > Interest Rating Sub-Tab. This is tracked by the web user's viewing history. Click on the Add button to add points of Interests (the value can be negative). Interest is the a user-defined category that the article falls under. For more information, see How to Track Interest Rating. Sharing Tab If this Article Type allows Andar web users to share the articles using social networking services, this tab will track: Service - Which social networking service was used to share the article. For example, Facebook. Account - Who clicked on the shared article. This is the Influenced. Social Network Influencer - Who shared the article and attracted clicks on the shared article. This is the Influencer. NOTE: If someone shared the article but did not attract any clicks on the shared article, no article sharing record will be created. When an Andar web user logs into e-community and shares an article on one of the social network, the Andar web user account number will be encrypted and included in the shared URL. When another Andar web user opens an article from the social network, web access log records will be created for both accounts and an article sharing record will be created with both accounts. SNI (Social Network Influencer) is an Andar web user who shares the articles through social networking services such as Facebook and has attracted other people to click on the shared articles or make donations. When an Andar web user shares an article using one social networking services (after logging into e-community), the web user's Andar account number will be encrypted and included in the shared URL. When another Andar web user opens an article from the social network, there will be 2 web access log records for the two accounts and 1 article sharing record will be created with both accounts. (Major Gift only) If a web user makes a pledge or registers for an event as a result of opening a shared URL, an SNI Gift Relationship will be created on the e-pledge transaction for the pledge or event registration. If a new account is created online or a web user logs into e-community as a result of opening a shared URL, an SNI General Relationship will be created between the current web user account and the SNI account. Page 26 of 47

29 Tab Articles can be sent as e-newsletters to Mailing List subscribers. This tab tracks how many recipients have clicked on the links in this article. To enable Andar to record this, you need to check the Track Click Through option on the Advanced tab of the Send window. clicks are also tracked: By Account The Individual Account > e-community Tab > Clicks Sub-Tab shows all the articles or s that contain the links that the account clicked on. By Mailing List Usage The Tab on the Update Mail Usage window shows the count and percentage of the clicks by accounts in a specific Mailing List Usage. You can see at a glance which link attracts more traffic. Log Tab This tab tracks the Web Access information regarding the article when the article is displayed on the e- Community website. Whenever the article is viewed, a record is written into this tab. The information will include the title of the article (in the Description column), when and who viewed the article, their IP addresses, etc. The Session Details button will list all access log entries for the session ID of the selected record in date/time order. Event - Article means the Article was viewed from the Single Article Page. Group means the article was viewed from the List Page or Group Page. If the Article sent through a Mailing List Subscription is opened on the web, the Event column will record the Article ID and the Referrer column will record the Mailing List Usage ID. Referrer - If the article is accessed from a link on a web page, that web page will be recorded in the Referrer column. For example, if the link to the article was clicked on a Google search results page, the Google search results page will be recorded as the Referrer. Rating Tab The Rating Tab of the article will show who clicked the Like or Dislike image for the article. The account number of the web user will be tracked if he/she clicked on the link after logging into the e-community website, OR, he/she clicked on the link on the article sent via an that had the Track Click Through selected. Page 27 of 47

30 Web Look & Feel Containers Customize the appearance of Web Pages/Newsletters/Thank you Letters/Tax Receipts/General Letters/ and Statements using the Andar Look and Feel feature. Look and feel items are place within look and feel containers These containers can be places inside any of the above items. Key Concepts: Look and Feel Container: A Look and Feel Container groups together one or more Look and Feel Item(s) so it can be re-used more easily. A single Container can be used in multiple Templates, s, Stylesheets, Web Notes, etc., or even in multiple places within the same Template. Look and Fell Items/Portlet: Target: A Target is the context in which a portlet will be displayed or hidden. Look and Feel Container Web Page The Look and Feel Container windows allows you to add different look and feel items. A container may contain one Article or a list of Articles, Banner Ads, Logos, messages and/or Menus. Creating a container for an item enables you to display the contents of that item in a desired place on a web page instead of a place hard coded in Andar. For example, the Left Menu Ad 1 Banner does not have to be displayed below the Left Menu, it be placed in any location on the web page. Ad can s, Receipts, Thank You Letters, General Letters, Statements Containers can also be included in s such as e-newsletters, receipts, thank you letters, etc. Simply add the <LooknFeelArea?ContainerName> Note Variable to the desired location of an , receipt, thank you letter, general letter or statement. Page 28 of 47

31 How to Create/Use a Look and Feel Containers Andar Main Menu > e-community > Administration > Look & Feel > Look & Feel Containers 1. Create container 2. Place Look and Feel items in the container 3. Insert the Look and Feel Container into s, Letters or Website Name. The name you choose/give the container Description. Briefly describe the Area. This will not be visible outside of Andar. Look and Feel Item: Allowed in . Check this box to make the item available in an . Hold. Check this box to hold the item. This will allow the item to be temporarily deactivated. Stylesheet Name. Select a Style Sheet from the drop down list if you would like your item to be controlled in a special way from the specified Style Sheet Targets. Select the targets where you would like to include/exclude this item. User Logged in. Select when to display the item in regards to the user being logged in or not. Language. Select what language based on what the web users is viewing and when to show the litem. The following items can be placed. Mobile Browser Article List Banner Executive Plus Event Language Logo Menu Note Subscription Survey Web Note Single Article Page 29 of 47

32 Various Look and Feel items: Article List. Will display a list of articles with the Article Image, Title, and/or Description as per the Article Type settings. Banner. This will retrieve the selected banner ad based on the pecking order Event. Allows upcoming events to be displayed in the portlet area Logo. This will retrieve the Web Logo 1 and/or 2 based on the pecking order Menu. This item only applies to the web pages. This will display a menus on the web site. Note. This will display a text message. It allows any text including html and scripts, up to 4000 characters. Executive Plus. (only available to Executive Plus licensees) Language. Displays the available languages to view the website in. Single Article. Allows a specific article to be shown within the space Mobile. Allows users to view either the mobile version or the full version of the website Survey. Allows users to place a survey in a container Subscription. Allows users to place a subscription signup form on the page Web Note. Allows users to place a web note called Portlet Notes 1-10 Page 30 of 47

33 Targets Andar Main Menu > e-community > Administration > Targets A Target is the context in which a portlet will be displayed or hidden. Think of a target as a "group of friends" on your Facebook (your family, your co-workers, your classmates in high school, your close friends, etc.) that you use to show or hide your posts on Facebook (For example, I want only my close friends to see this photo. Other friends should not see it. Another example: I want all my classmates in high school except my exgirlfriend to see this message.) Targets allow more categories than "groups of friends." A target could be any of the following: One account A group of accounts in a warehouse One article All articles of one article type One web page All web pages of one area within one web application All web pages of one web application All web pages of all web applications When you create a target, you don't need to know whether it will be used to show or hide a Portlet (similar to creating "groups of friends" on Facebook). You will decide whether to use it to show or hide a Portlet when you create that Portlet (similar to posting a message or a photo on Facebook). Targets are re-usable. A target can be used as a condition in many portlets. You might use a target to display one portlet but use the same target to hide another portlet. You can display a portlet unconditionally, display a portlet only in some targets, or display a portlet only in a combination of targets. When using a combination of targets to display or hide a portlet, it would be typically a combination of articles and accounts (e.g. Show it on these articles but only to these accounts) or a combination of web pages and accounts (e.g. Show it on these web pages but only to these accounts). Page 31 of 47

34 Add a Target You must create the target before it can be used as a condition in a Look and Feel Item. Targets are re-usable. Create a target only if it does not already exist. To add a target: Target - Enter a name for the Target. The name should be reflect what will be selected as the context. For example, e- Pledge_All for all the web pages of e-pledge. The name can be updated later. Description - Briefly describe the Target. For example, e-pledge - All Web Pages. Context to Show This Portlet - Choose one of the following as the context (The label "to Show This Portlet" is not correct. At this point you are simply selecting a context and you are not linking it to any portlet. This context could be used to show or hide a Portlet.) Specific Article - Choose a specific article. Article Type - Choose a specific a Article Type. Page - Choose all web pages of all web applications, all web pages of one web application, all web pages of one Area within a web application, or a specific web page. Only Accounts in Warehouse - Choose an account warehouse. Account - Choose only one account. Click Add. The new target will appear in the Targets Maintenance window. The target will be available for selection in the Add Look and Feel Definition window > Target section. Page 32 of 47

35 Target Usage Once a target is created, it will be available for selection in the Add Look and Feel Item window. It can be used as a condition or one of the conditions for displaying or hiding a Portlet. When you create a Portlet, you will decide to use target(s) to show or hide a Portlet You can display a portlet unconditionally, display a portlet only in some targets, or display a portlet only in a combination of targets. When using a combination of targets to display or hide a portlet, it would be typically a combination of articles and accounts (e.g. Show it on these articles but only to these accounts) or a combination of web pages and accounts (e.g. Show it on these web pages but only to these accounts). There are 3 lists of targets available for selection in the Add Look and Feel Definition window Target sections. Select the targets where you would like to show or hide this Portlet. Target Logic Display context includes any of these selected targets: Within this list, it is an OR condition among selected targets. This will display the Portlet when any of the conditions of the selected targets are met. Display context also includes all of these selected targets: Within this list, it is an AND condition among selected targets. This will display the Portlet when ALL conditions of the selected targets are met. Display context also does not include any of these selected targets: Within this list, it is an OR condition among selected targets. This will hide the Portlet when any of the conditions of the target are met. Page 33 of 47

36 Target Example I am planning a surprise birthday party for my husband. I want my family (Target 1), my husband's close friends (Target 2), and my husband's co-workers (Target 3) to see this message if they live in this city (Target 4) AND are coming to the party (Target 5). My husband (Target 6) and my 10-year-old daughter (Target 7) should not see it. 1. Display the portlet in Target 1, Target 2, and Target 3 2. Restrictions: Display the portlet in Target 1 if Target 1 also exists in both Target 4 and Target 5 Display the portlet in Target 2 if Target 2 also exists in both Target 4 and Target 5 Display the portlet in Target 2 if Target 3 also exists in both Target 4 and Target 5 3. Exclude both Target 6 and Target 7 The logic is expressed as: Page 34 of 47

37 MIG Letters Andar Main Menu > Communications > All Letter Template Maintenance Uses: General Letters Thank you Letters Tax Receipts Statements Each of these can be send out 1 of 4 ways when licensed with the MIG module: 1. Data in a Spreadsheet only to be merged with another document/source later 2. PDF Merged Letter 3. with Letter attached 4. with Letter as the body Each Letter is made up of the following parts: Template o Text o Images o Note Variables o Components o Executive Plus Items o Could Contain Look and Feel Containers Style sheet controls the Look of the letter o Could Look and Feel Containers -To insert a look and feel item into a letter template Open Letter Template > Insert Options > Look and Feel Area -To insert a look and feel item into a Style Sheet Open Style Sheet > Decide on location and place: <LooknFeelArea?XYZ> - Where XYZ = the container name. Page 35 of 47

38 Executive Plus A style sheet can be applied to an Executive Plus query to format the look of the data. Without: With: Style Sheet **Please note there is a lot of additional features and functions that can be done and used in regards to Executive Plus and Style Sheets/CMS Page 36 of 47

39 CMS with Outlook Connector Apply Style: Andar Main Menu > e-community > Administration > Style Sheet Maintenance [Type: Microsoft Outlook] Use Style sheets to customize the way Outlook s look directly from Andar. Page 37 of 47

40 Quick Entry Templates: Andar Main Menu > Communications > > Templates Use Templates (Usage: QUICK ENTRY) to customize the way Outlook s look and tailor content of Outlook e- Mail s directly from Andar. Page 38 of 47

41 StyleSheets Andar StyleSheets are used in many places throughout Andar and e-community. StyleSheets are used to modify the appearance of content generated by Andar and can be applied to the following Areas: Container Items e-community with Style s Executive Plus General Letters Microsoft Outlook (Requires Outlook Connector) Print Profile Reports (Dashboards and Bio Tabs) Receipts Statements Subscriptions - Main Subscriptions - Table of Contents Thank you Letters The purpose of this document is to explain Andar StyleSheets and its various components. It is not intended to be a StyleSheet tutorial. Andar Stylesheets can be accessed through the Andar Main Menu: e-community -> Administration -> Style Sheet Maintenance The Style Sheet Maintenance window will display all of the StyleSheets contained in Andar. You will see the Style Name, Description, Type and Effective and Expiry Dates. From this screen StyleSheets can be Imported and Exported. Import or Export Styles Some style sheets (including those contributed by Andar users) can be downloaded from the Support Center and imported into your Andar database through the Style Sheet Maintenance window. These CSS styles will have the file extension.xss. After downloading the CSS styles, go to Andar > e-community > Administration > Style Sheet Maintenance. Click on the Import button to import it into Andar. The imported style will appear in the Style Sheet Maintenance window. You can display or modify to suit your needs. The imported CSS style sheets will be available for the corresponding functions. Page 39 of 47

42 Add a StyleSheet Clicking on the Add button in StyleSheet Maintenance Window will open the Add Style Sheet window. The settings on the StyleSheet as follows: the are Enter the name of the style in the Style Name field. This is the name that will be used in the various selection drop down menus throughout Andar. You are limited to twenty characters. Enter a Description in the Description field. You are limited to 70 characters. Select the Type of StyleSheet you are creating. This selection will determine the areas in which the Style will be available. The Use Table Style Layout will use an html table to layout the Individual Bio/Dashboard items as opposed to using 'div tags.' This will affect how the CSS can be designed. If multiple Apps exist in the same row of a Bio Tab or a Dashboard, some of the contents might be cut off. Leaving this unchecked will cause the report to print the Apps one after another instead of showing them in the same row. The Effective Date is the date on which the StyleSheet becomes active and the Expiry Date is the date on which the StyleSheet becomes inactive. Page 40 of 47

43 StyleSheet Tab The StyleSheet Tab is the area where your CSS code will be inserted. This tab is not available when the type is selected. Standard CSS should be entered on this page. Style tags will not be needed. The style sheet can refer to relative URLs. You can set a specific base URL in System Preferences - Andar Reports Panel> Base URL for Style Sheet. Andar will translate the relative URL to a proper URL. Insert Images will show a list of images on the Attached Files tab that can be inserted into the style sheet. In order to insert images into the style sheet, the images must be attached to the Attached Files tab first. Page Header Tab The Page Header Tab is used to insert HTML, CSS or JavaScipt code. Page Footer Tab The Page Header Tab is used to insert HTML, CSS or JavaScipt code. Insert Variable - Variables can be embedded in the header/footer to retrieve values from the Andar database. When the header/footer is displayed, the variables will be replaced by the actual values. For example, <AccountName> might be replaced by Robert Johnson. Insert Images will show a list of images on the Attached Files tab that can be inserted into the style sheet. In order to insert images into the style sheet, the images must be attached to the Attached File stab first. Per Record Tab The Per Record tab is for entering text, variables, and HTML that will be used to format a record such as articles in newsletters. You may put web links for substitution in the Per Record text. Make sure it has the A HREF link so that users will be able to click on the links and have it open in a browser. The same applies to mailto: links. Clicking on them will either open in their client or Andar (depending on current settings). The Per Record style is typically used in creating style sheets to display the contents as a web page in Andar Executive Plus. Page 41 of 47

44 Attached Files The Attached Files tab is used to hold files to be used in association with the StyleSheet. Available Actions on the Attached Files tab View You can click on this button to view the attached file. If this is an image file, the Image Preview will show a thumbnail image. Check Out allows you to save the attached file on a local drive for editing purposes. If you change the file name while saving it to the local drive, the file name in Andar will also change to the new name. Once a file is checked out, the Check Out button will become Check In. Clicking on Check In will copy the edited file back into Andar. Check In will save the changes made to the checked out file. Once a file is checked out, the Attached Files tab will show who is using the file (In Use By) and when it was checked out (In Use Date and In User Time). Don't change the path or file name after a file is saved on your local drive. If you change the file name or move the file to another directory after saving it, Check In will not find the file. Release Check Out If the file is checked out, Release Check Out will become enabled. Release Check Out will check in the version of the file as it existed prior to being "checked out." Use this button if you decide not to save the changes made to the checked out file. This button can also be used to access a file that has been "checked out" of Andar by another user. Remove This allows you to delete the attached file. A Delete File dialogue will appear. Any files that have been "checked out" and saved on PCs will not be affected by this action. Page 42 of 47

45 Styles An StyleSheet contains all of the components to lay out an as it will be displayed in the recipient's browser or client. An style is used to wrap the content of your . When creating an style, create a complete HTML layout in standard HTML. When creating this layout, make sure that you have an area specifically designated for the main content. You can include CSS in the head of the document for all of the style components. When the layout is complete it can be transferred into Andar. The HTML should be broken into two parts. The break should occur at the exact point where you wish to have the content of the appear. All HTML prior to the break, will be placed into the Page Header Tab. All HTML after the break will be placed in the Page Footer Tab. When sending an using this type of StyleSheet, the content, Text, Article or Newsletter will be inserted at the break-point described above. Special Use of the Per Record Tab The Per Record tab can be left blank to use the default behavior. For each record, such as an article in a newsletter, the Title and Article Text will be displayed. <Title> <ArticleText> <Share> - If Active on the Article Type To override the default behavior, HTML can be added to format each record. Article Variables from the Article Types can be inserted into this HTML. <h1><title></h1> <p><synopsis></p> <p> <a href="<baseurl>comm/article.jsp?articleid=<articleid>&a=<hexaccount>">read more</a> </p> Page 43 of 47

46 PURLs PURLs or personalized URLs are simplified web addresses that are translations for more difficult address. They are used to make difficult addresses easily entered and remembered. PURLs can be used to access specific pages, specify accounts or perform functions. For Example, you would like to make an easy to remember address to your individual e-pledge page. You would use a PURL to accomplish this. Instead of using: D306C C7E3E You would set a PURL that reads: PURLs are found in the Andar Main Menu in: e-community -> Administration -> Personalized URL Maintenance In Personalized URL Maintenance, you will find a listing of all existing PURLs. This list will display the description of the PUR, the category, the To and From addresses, Effective and Expiry Dates and Special Handling. To add a new PURL, click the Add button. Page 44 of 47

47 Adding a PURL There are three required items when adding a PURL, the Description, the From URL and the To URL. The description is the name of the PURL, it should be entered as something describes what the PURL does, such as Give Page or Company Registration Link for Employees. The From URL is the address that you would like visitors to type in or click to access the page you intend. This should be easy to remember is preferably short. Remember we are trying to simplify the experience. Enter : /give NOTE: As of those using the ROOT context need not enter anything other than /PURLtext. Users who are using a context other than ROOT MUST enter their context. Check the Andar Base URL Preference to confirm. (e-community -> e-community - General) Example Base URL: myfundraiser.org/ - Uses Root Context myfundraiser.org/epledge - Uses epledge Context /epledge context users must enter: /epledge/give Page 45 of 47