1 FuneralTech CMS Manual. CMS Manual Funeral Technology Partners

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1 1 FuneralTech CMS Manual CMS Manual

2 2 FuneralTech CMS Manual Table of Contents Part 1: General Set-Up Accessing the Content Management System Setting your Admin Username and Password Forgot Your Password? Creating/Editing Additional Users Additional Settings... Part 2 - Website Editing Changing Your Theme Basic Editing Rename A Page/Change Page Type Set Page As Homepage Deleting A Page Adding A New Page Page Types Arranging Your Page Order Editing a Page Textbox Editing Undo A Change Insert A Table Inserting A Picture Resizing/Editing A Photo Links IFrame Feature Editing An Image/Video Area...

3 3 FuneralTech CMS Manual Adding A Photo to Image/Video Area Linking An Image/Video Area Adding A Video Widgets Slideshow Newsletters Google Maps Advanced Slideshow Type Ahead Contact Us Forms Product Catalog Death Record Listing Forms Adding Content Boxes Editing Your Layout Publish Your Site Preview Your Site Multi-Location Users Global Pages... Part 3: Death Records Creating A Record Basic Information Family Place of Death...

4 4 FuneralTech CMS Manual Obituary Tribute Theme Video Service Details Visitation Details Interment Details Additional Service Information Adding Photo(s) Saving/Errors When Saving Editing/Searching A Record Delete A Record Memorial Videos - Tukios Manage Condolences Manage Images Manage Gestures Publish/Un-Publish A Record Tribute CSV Tribute Links Manage Approvals Manage Rolodex Florist One Setup Edit Tribute Media Donations Preferred Charities...

5 5 FuneralTech CMS Manual Printing Donations Locations Stationery Adding Photos/Custom Backgrounds Building Stationery Printing Stationery Links/Help... Part 4: Product Catalog Manage Products Creating Categories Uncategorized Products Adding Products Editing Products Publishing Your Catalog Updating Prices Manage Stores Create A Product Catalog Edit Product Catalog Create Bluefin Merchant Set-Up Taxes Remembrance Store View Orders... Part 5: Media Files Basic Functions...

6 6 FuneralTech CMS Manual 5.2 Uploading Image(s) Add YouTube Video Browsing Options... Part 6: Additional Features Google Analytics Dashboard Stats Site SEO Mobile Website Tukios Creating Your Video Editing Photos Adding a Text Slide Adding Stock Clips Advanced Settings Choosing Music Preview Your Video Finalize Printing Stats Google Translate Letterhead Forms Create A New Form Edit An Existing Form...

7 7 FuneralTech CMS Manual Delete A Form Notifications View Submissions E-Marketing Feature/Send Download Form Addresses Add A Form Into Your Website... Part 7: MIMS/CMS Clients Uploading An Obituary to a Case Exporting Cases from MIMS... Appendix A: Family Login... Appendix B: Templates... Appendix C: Finding GPS Coordinates... Appendix D: Product Catalog Examples... Appendix E: Printing Donations... Appendix F: Service Calendar...

8 8 FuneralTech CMS Manual PART 1: General Set-Up 1.1 Accessing the Content Management System To access the administrative side of your CMS, please go to the link provided to you by your Account Manager. Alternatively, if your website is up and running with FuneralTech, you may go to your live domain name and click on the "Admin" link at the bottom of the site. Once here, you will be required to enter your username and password which will have been provided to you by your Account Manager. 1.2 Setting your Admin Username and Password Once logged into the CMS, click on the My Account link in the top right of the screen. You can update your User name, , First/Last Name as well as update your password. Make sure to hit Save when you are done. TIP: This is the that all password reset requests will be sent to, so make sure you are using the appropriate one. 1.3 Forgot Your Password? This step will only work if you have filled in your in the above step. From the main login screen, click Forgot your password. Type in your username OR your and enter the Captcha. Hit Request Reset. An will be sent to whichever you have entered in Step 1.2 and you can proceed to change your password.

9 9 FuneralTech CMS Manual 1.4 Creating/Editing Additional Users The Admin for the site has the ability to create additional users. This is recommended if you have multiple users accessing the CMS. To add a new user, click create. Enter a User name, the associated , First/Last name of the user and a password. You will need to check off which roles this user has. You can check off multiple roles if necessary. Click Save. Administrator - Has access to every function in the CMS. Manage Death Records - Has access to manage the Death Records section only. This includes all of your cases, obituaries, locations, condolences, images, gestures, Memorial Videos etc. Anything relating to the deceased and their Tribute Page is manageable through this area. Manage Forms - Only has access to your Forms section. SEO Manager - Access to the Site SEO section. Site Manager - Access to Edit Site, Media Files, Product Catalog and Mobile website. If you ever need to edit a user you can come back in here and click on the user and then click Edit. You can also Disable/Delete a user if you need to. 1.5 Additional Settings There are some additional settings you can ask your Account Manager to turn on within your CMS.

10 10 FuneralTech CMS Manual Approval System for Condolences, Photos and Gestures - This setting ensures that ALL condolences, photos and gestures need to be approved before they will show up on the website. Tribute Notifications - Ensures that you are notified when a condolence, photo or gesture is left on the website. Will also notify you if any of the above require approval. Location Required - Requires a particular location to be selected before the record will save. Useful for Multi-Location firms who post records to different sites. Part 2 - Website Editing 2.1 Changing Your Theme Depending on which design you have chosen, you have the ability to switch between the different themes included in your Skin Pack. Click. You can preview each theme by clicking on the photo and it will display on the left hand side of the screen. When you have made your selection, simply click Save. 2.2 Basic Editing Rename A Page/Change Page Type To rename a page, click on the page name and then click on the dropdown arrow.

11 11 FuneralTech CMS Manual Select Properties. You can now edit the name of the page by typing in the Page Title Box. Hit Save. If you need to change your Page Type, click on the dropdown and choose your type. Hit Save Set Page As Homepage You can set a different page to be your homepage if you wish. Click on the page name and then the dropdown arrow. Click Set as Home page. This will now be the homepage of your website Deleting A Page To delete a page, click on the page name and then the dropwdown arrow. Click Delete. TIP: If you delete a page that contains pages underneath it, it will delete the entire section Adding A New Page To add a new page, click. Type in the name of your page. Choose your page type. You can then select the Layout for your page by clicking on the different radial buttons. Hit Create. Your new page will automatically be added to the bottom of your page list.

12 12 FuneralTech CMS Manual Page Types There are 3 different page types you can use: Homepage, Inside page and Widget page. Homepage - You can only have 1 homepage on your website, but you can create any page to have the homepage layout. This means it will show the Services listing and anything you have set in the homepage layout section. Hit Create. Inside Page - Most new pages you create will be an inside page. This means that it will have the same layout as what you have set in your inside page layout section. Hit Create. Widget Page - This page type is used for a few things. See an example of each below. 1) To create a Main or Secondary link to your Services listings. You can link to Current or Past Services. Start typing either Current or Past Services in the Widget Page box and click on the one you wish to use. Hit Create. TIP: Useful if you would like to add a link to your Services in your main navigation.

13 13 FuneralTech CMS Manual 2) To link to your Product Catalog. TIP: You need to create a Store and then Publish your store in order for it to appear here. You can link to the Products Page, the Landing Page or the Showcase. Start typing the name of your store in the Widget Page box and choose the one you want. Hit Create. 3) To link to your Service Calendar. Start typing Calendar of Events and select it. Hit Create. To see an example of the Service Calendar, see Appendix F: Service Calendar 4) To add a form. Start typing the name of your form and select it. Hit Create Arranging Your Page Order You can arrange the pages within your website in any order you wish. You simply drag the page, and drop it where you would like it to appear in the list.

14 14 FuneralTech CMS Manual To move a page underneath a certain area (Example: Move Contact Us page underneath the About Us section) you drop it within that page. 2.3 Editing A Page To edit the content of a page, click on the page name and click edit Textbox Editing TIP: When you are working in this area, you need to remember to save your changes by clicking in the top right of the page. When you have the content area set as a text box changes to your content., you can use the Word Editor to make You can change the font style, color, and size. You can bold, italicize and underline text. You can change the alignment of the text and use bullets etc. By mousing over each button, you can see what it does Undo A Change If you need to undo a change you have just made, click on the arrow on the left Insert A Table Click on the Table icon. You can enter how many Rows/Columns and choose Width and Height. You can add a border around the table. The higher the number, the bigger the border. Set Alignment and Adding A Caption are additional options. Click OK when you are done.

15 15 FuneralTech CMS Manual If you need to edit your table, right click on it and you will be given your editing options. You can add additional rows or columns, delete the table, or change the original properties Inserting A Picture To insert a picture, click. Your Media Files will open. Choose and find the image from your computer. (Reminder: To upload multiple photos at once, simply hold the Ctrl key and click on each photo you wish to upload.) It will now list the photo(s) you have chosen. Click on Upload files. This box will disappear once completed and you will be directed to your new photo. To add the photo, click on the arrow in the bottom right corner of the photo Resizing/Editing A Photo To resize the photo, click on the photo once and use the arrows to drag the photo smaller or larger. TIP: Drag from the corners to keep the photo proportional. You can also resize the photo by double clicking it. The image editor will now appear.

16 16 FuneralTech CMS Manual You can now type in the width and it will automatically adjust the height. To disable this feature and enter your own sizes, click on the lock. You can add a border around the photo by inputting a number into the Border box. The higher the number, the bigger the border. To add padding around the photo, you can input numbers into the HSpace and VSpace boxes. To wrap the photo around text, you can choose either Left or Right Alignment. TIP: For this to work, you need to insert the photo at the beginning of a paragraph. TIP: Once you have uploaded a photo once, it will be in your system forever. If you wish to use the photo in a different area on the website, you DO NOT need to upload it again Links To create a link, highlight the text you are wanting to link and click. To break a link you have already created, click on the linked text and click websites, and s.. You can link to pages within your website, external For pages within your website, leave the Link Type as the page you are linking to in the CMS Page box. Click OK. and simply type the name of For an external website, change your Link Type to and type the URL into the URL box. TIP: To have this link open in a new tab, click on Target and change the dropdown to New Window (blank). Click OK.

17 17 FuneralTech CMS Manual For an , change the Link Type to Address box. and paste the address into the You can even define how you would like these s to be displayed when they come to you by filling out the information in the Subject and Message line. Click OK. Anchor/Jump Links To use this feature, you need to first set your anchors. You do this by highlighting the text you would like to jump to and clicking anchor will now display a red flag beside it.. You will give your anchor a name and click OK. Your. You can now highlight the text that will jump you to the anchor and click. Change your Link Type to Link to Anchor in Text. Choose which anchor you would like to jump to and click OK IFrame Feature You can insert an Iframe into the website by clicking the Iframe button.

18 18 FuneralTech CMS Manual Paste the URL and adjust the width, height and alignment using the spaces provided. Hit OK. 2.4 Editing An Image/Video Area TIP: When you are working in this area, you need to remember to save your changes by clicking in the top right of the page. Instead of using your content area as a text box, you can use it as an Image/Video area. To do this, simply click on the dropdown arrow and choose Image/Video Adding A Photo to Image/Video Area Once you have changed your area to an Image/Video section (above), your Media Files should open up automatically.

19 19 FuneralTech CMS Manual If you are adding a photo you have previously uploaded, simply find the photo and click on the arrow in the bottom right of the photo to add it. You can use the Search bar to easily find a photo. If you are adding a new photo, Choose and find the image from your computer. TIP: To upload multiple photos at once, simply hold the Ctrl key and click on each photo you wish to upload. It will now list the photo(s) you have chosen. Click on Upload files. This box will disappear once completed and you will be directed to your new photo. To add the photo, click on the arrow in the bottom right corner of the photo. TIP: If you ever need to change this photo, simply click anywhere within the photo and follow the same steps as above Linking An Image/Video Area If you have uploaded a photo in an image area, you can link the photo by clicking on in the top right corner of the photo. You can link to a page within your website or to an external website. To link to page within your website, simply start typing in the name of the page and it will bring up a list of any pages names you have contained in your site. Hit Set Link. TIP: It needs to be a page that currently exists.

20 20 FuneralTech CMS Manual To link to an external website, move the radial button down to URL and paste the domain name of the website in the empty box. Hit Set Link. To break the link, click Adding A Video TIP: Your video needs to be hosted on YouTube to use this function. There is a "click here" link you can use in this section to see instructions on how to add videos to YouTube. Once you have changed your area to an Image/Video area (See 2.4), your Media Files should open automatically. Click on. Paste your YouTube link in the empty box. You will be shown a preview of your video on the screen. In your Advanced Settings, you have options to make this video widescreen as well as adjusting the Max. Width. Hit Save.

21 21 FuneralTech CMS Manual You will be directed to your video and simply click on the arrow in the bottom right to add it to your page. For instructions on how to upload your video to YouTube, click on the Click Here link, or click here. You can set up your account so that your videos are unlisted, meaning that nobody can search for them online. 2.5 Widgets TIP: When you are working in this area, you need to remember to save your changes by clicking in the top right of the page. The last option for your content area is the Widget. Select the dropdown area and click on Widget. The Widget selection box will open up and you can select which widget you would like to use in this area.

22 22 FuneralTech CMS Manual Slideshow The slideshow widget allows you to create a slideshow on your website that will scroll through at least 2 photos of your choice. Choose the Slideshow option. You now have to select which photos you would like to appear in the slideshow. If you have previously uploaded the photos you wish to use, simply find them in your Media Files and click the arrow in the bottom right corner to add them to the slideshow. If you are uploading new photos, follow the steps for uploading a photo. (See 2.3.4) Once you have selected your photos, they will appear on the right-hand side of the screen. You can arrange the photos in the order you wish them to appear by dragging and dropping them into position. If you need to delete a photo, click on the "X" in the top right of the photo.

23 23 FuneralTech CMS Manual You can set how fast you would like the photos to scroll through by changing the number in this box within the picture.. Hit Save when you are finished. If you need to edit the slideshow, click anywhere Newsletters Not currently available Google Maps Enter your address information. You can adjust the Zoom Level, Map Type and the Height of the Map. Hit Save when you are done. To edit the map simply click anywhere within it and you will be taken back to the original setup screen Advanced Slideshow The Advanced Slideshow differs from the basic slideshow in that it can add text overtop of the photos. You now have to select which photos you would like to appear in the slideshow. If you have previously uploaded the photos you wish to use, simply find them in your Media Files and click the arrow in the

24 24 FuneralTech CMS Manual bottom right corner to add them to the slideshow. If you are uploading new photos, follow the steps for uploading a photo. (See 2.3.4) Once you have selected your photos, they will appear on the right-hand side of the screen. You can arrange the photos in the order you wish them to appear by dragging and dropping them into position. If you need to delete a photo, click on the "X" in the top right of the photo. set how fast you would like the photos to scroll through by changing the number in this box.you can. Click Next Step. Enter the information you would like to appear on the first and second lines of the photo. You can add a button by giving the button a label and then choosing where you would like it to link to. Click Save to move on and Previous Step to go back. If you need to edit the slideshow at any time. click anywhere within the photo and it will take you back to the original settings page Type Ahead

25 25 FuneralTech CMS Manual Allows you to add a search bar for deceased's information anywhere within your site. See example below: Contact Us Forms Enter the that you would like the requests to go to. You can enter more than one by separating them with a comma. Leave Show Captcha checked to avoid spam. Click Save. To change the address at any time, simply click anywhere on the form Product Catalog To make use of this widget, you need to have previously set up your Store. Click here to see step-by-step instructions on how to do this. Select the store you wish to use from the dropdown.

26 26 FuneralTech CMS Manual You can have a slideshow on the main page of your store that will showcase up to 10 products, or you can show only 1 product. Leave checked, if you would like the slideshow to start automatically scrolling. You can choose how fast the photos will scroll by entering a number into Select at least ONE product to showcase on the main page by typing in the name of a product you have previously entered in your store. Once you have added at least one product, they will display below. To remove them out of the slideshow, click on the red X. Reminder: This is ONLY for the main page slideshow and you can only add a maximum of 10 products in this section. Only one is required. Click Save. TIP: Once you have added a product in here, it will disappear from the list if you try and type it in again. This is to prevent duplicates from being added. If you need to edit this at any time, click anywhere within the widget and it will bring you back to the original setup page. TIP: This widget only allows you to use the Showcase version of the Catalog. If you wish to use the Product or Landing Page, see Page Types: Widgets Death Record Listing For this feature to work, you need to have previously added your Locations. Select which location you would like to show records for from the dropdown. Choose how many records you would like to show

27 27 FuneralTech CMS Manual (Maximum 100.) If you would like the records to be displayed horizontally across the page instead of vertically, check off the box. Hit Save Forms Start typing the name of the form and select it. You can choose to have an image with this form that allows the image to display and when someone hovers over it, it displays the form to start filling out. The image will stay in the background. Hit Select Image and either Upload a new Image or choose from your Media Files. Hit Save. To see an example, see below: TIP: You can tell this image is a form, by the icon in the bottom right corner.

28 28 FuneralTech CMS Manual 2.6 Adding Content Boxes To add an additional content box to any page, click layout of the content area you are adding by clicking on it. from the main gray bar. Select the It will add this section to the bottom of your page. You can then change it to another format (Text Area, Image/Video, Widget) if you need to. You can add as many sections as you like to any given page. Once you have added a section, you can arrange the way these are displayed on the page by using the blue up/down arrows to the far left. You can delete any sections off of the page by clicking the blue X. 2.7 Editing Your Layout You need to set the layout for both your homepage and your inside pages. Your inside page is every page, other than your homepage. TIP: When you are working in this area, you need to remember to save your changes by clicking in the top right of the page. Click. This will give you the option to choose either Home Page or Inside Page. Select which one you would like to set the layout for.

29 29 FuneralTech CMS Manual Using what you have learned above, you can edit the different content areas to display what you would like to showcase here. Most likely, you will be setting your Call-to-Actions in these areas. To filter your Media Files so that they only show your Call-to-Actions see below: 2.8 Publish Your Site In order to push your saved changes to your live website, you need to click. This will take a couple of minutes to complete and will be the last thing you do after making ALL of your changes. Do not close the page while it is publishing. The Publishing Site box will disappear once it is complete. 2.9 Preview Your Site You can preview your website to see what it will look like in a live environment by pressing Preview Site. A new tab will open for the Preview Mode Multi-Location Users TIP: Your Account Manager needs to set this up for you. If you are using this feature, when you log into your CMS, you will be able to select which site you are working on.

30 30 FuneralTech CMS Manual Once you have selected a site, you can begin working on your pages for that specific site. Example Staff page, History page etc. These would be specific only to this location Global Pages Multi-Location users also have the benefit of using Global pages. This feature allows you to create pages that will be included in all of the locations you have added. In the example above, the page would be included in all 6 sites. Example: Preplanning, Grieg Resources etc. Click on Global Pages. Pages that are added in this section, will appear in each site. If you make an edit to the page, it will update it across all of the sites. Once you are finished making changes to your pages, click Publish to make your changes live. Part 3: Death Records

31 31 FuneralTech CMS Manual 3.1 Creating A Record Basic Information Click on the button. Enter the information under the Deceased Information section. You can enter as much or as little as you like. All that is required is First/Last name, Gender and Date of Death. For Date of Death and Date of Birth use the calendar icons to the right. The eraser will erase that date at any time. For the Date of Birth, click on the calendar and then click on the Month and Year at the top. This will allow you to enter the correct Month and Year the deceased was born in. Click OK once done and select the date Family The Family field is for any family member's address(es) who wish to be granted access to their loved one's tribute page. Once an is entered here and the record is saved, they will be sent an with login instructions for the tribute page. They can change the theme, upload additional photos, view private condolences, and approve/edit/modify any condolences, photos or gestures that have been left. To see an example, click here Place of Death Enter the Place of Death location information. This will not show on the website. You are required to enter all information in order to save. TIP: Once you use a specific location for one record, it will be

32 32 FuneralTech CMS Manual saved in your database for future records. Simply begin typing the location name and click on the correct option from the drop down list and the information will populate for you Obituary Paste or type the obituary in the Obituary box Tribute Theme Choose the Tribute Theme using the drop down list. As you click on each theme, a preview will appear Video If you are using our Tukios integration, your Tribute Video will automatically be posted here.

33 33 FuneralTech CMS Manual If you have your own video, you can post it here; however it needs to be hosted on YouTube. Click on. If you already have the video uploaded into your system, find it in your Media Files and click on the arrow in the bottom right corner. If you are uploading it for the first time, click Add YouTube Video and follow instructions in You can clear the video at anytime by clicking Service Details There are 3 default service areas for you to enter different service information if needed. If you needed to add another service, you can click on Add Service. You can Remove a service by clicking Remove; however, it will not show up if it remains empty. TIP: You will need to enter an event name (Example: Service.) Remember to use the calendar icons for the date. Your Locations will save to your Rolodex as you start entering them. TIP: Once you use a specific location for one record, it will be saved in your database for future records. Simply begin typing the location name and click on the correct option from the drop down list and the information will populate for you If your location does not have a formal address, you can use GPS Coordinates to populate the map instead. For Instructions on how to find GPS Coordinates, click here

34 34 FuneralTech CMS Manual Visitation Details Refer to Service Details. TIP: If you have 2 Visitations (Example 2pm-4pm and 7pm-9pm) you will have to enter these as separate events. You could title one Visitation 1 and the other Visitation 2

35 35 FuneralTech CMS Manual Interment Details. Refer to Service Details Additional Service Information You can add any additional service information in this area. It allows you to enter a title without having to fill out a date and time. TIP: This is useful for adding "Private Services" Adding A Photo(s) TIP: If you are using MIMS, your original photo will push over with your case. You will need to add additional photos here. To upload the photo(s) of the deceased click the button. This will open your Media Files window. If you have already uploaded a photo for the deceased, you can search by name to find the photo. To upload a new photo, click the button and

36 36 FuneralTech CMS Manual find the image file on your computer. To add multiple photos, hold Control on your keyboard and click on each photo. Click on the upload button underneath your file name to insert it in your media files folder. Click on the image you wish to insert and then click on. Your photo(s) will now be displayed on the right hand side of your screen. You can delete a photo at anytime by clicking on the red X Saving/Errors When Saving Hit Save in the bottom right corner to Save your record. If there are no errors that need to be corrected, you will be taken to the Death Records section where you will see all of your records listed. If you cannot save your record, you will see. You will notice there are red boxes throughout the record detailing where your errors are. Most of the time you are missing an Event Name or a Date. Fill in the information and Save. 3.2 Editing/Searching A Record To Edit a record, simply click on the name and click Edit. You will be taken into the case information.

37 37 FuneralTech CMS Manual TIP: You can use the search feature to search for a name instead of going through each page. 3.3 Delete A Record To delete a record, simply click on the name and click Delete. TIP: Use with caution. You can always Unpublish instead of Deleting. 3.4 Memorial Videos - Tukios To create a Memorial Video, click a name and then on Memorial Video. See Tukios for instructions on how to use this feature.

38 38 FuneralTech CMS Manual 3.5 Manage Condolences To Manage any condolences that have been left on a given record, click on the name and then Manage Condolences. TIP: Using the Family Login feature enables the family to take control of these functions. You will see a list of ALL condolences that have been left for this record. and whether they are Public or Private. To Edit the condolence, click on the condolence and hit Edit. You can make your changes and hit save. TIP: To change a condolence from Private to Public, click on the condolence and hit Edit. Uncheck the Private box and hit save. The status should change to Public. You can do this to change a condolence from Public to Private as well. To Remove the condolence, click on the condolence and hit Remove. Hit Ok or Cancel to proceed. If a condolence has been Reported, it will appear in Red with status "Reported." In order to make this reappear on the website, click on the condolence and hit Review. You can click Save and Approve or Reject and Delete.

39 39 FuneralTech CMS Manual To print condolences, click the Print button. Your condolences will open in a new tab. By default, it will print all condolences. If you don't want to include the Private Condolences you can uncheck that box. Click Print. To go back to your records, hit Back to Records. To see an example of the that is sent out to anyone that leaves a condolence, click here. 3.6 Manage Images To manage the photos for any given record, click on the name and click Manage Images. TIP: Using the Family Login feature enables the family to take control of these functions. Any photos that been uploaded by you, or by the public will display in this list. To Edit a Photo message, click on the photo and click Edit. Make your changes and hit Save. To Remove a Photo, click on the photo and click Remove. Click Ok or Cancel to proceed. If a photo has been Reported (See Reported Condolences), it will display in Red with status "Reported." In order to make this reappear on the website, click on the photo and hit Review. You can click Save and Approve or Reject and Delete.

40 40 FuneralTech CMS Manual To go back to your records, hit Back to Records. To see an example of the that is sent out to anyone that leaves an image, click here. 3.7 Manage Gestures To Manage any gestures that have been left on a given record, click on the name and then Manage Gestures. TIP: Using the Family Login feature enables the family to take control of these functions. To Edit a Gesture message, click on the gesture and click Edit. Make your changes and hit Save. To Remove a Gesture, click on the gesture and click Remove. Click Ok or Cancel to proceed. If a Gesture has been Reported (See Reported Condolences), it will display in Red with status "Reported." In order to make this reappear on the website, click on the gesture and hit Review. You can click Save and Approve or Reject and Delete. To go back to your records, hit Back to Records. To see an example of the that is sent out to anyone that leaves a gesture, click here. 3.8 Publish/Un-Publish A Record TIP: If you are using MIMS, your records will automatically be published when exported over. You will notice your record will be listed as Not Published under the status. When you are ready for this record to be listed on the website click on the name, and click Publish Record. Your status will update to Published.

41 41 FuneralTech CMS Manual Alternatively, to remove a record off of the website, click on the name and click Un-publish record. Your status will change to Un-Published. 3.9 Tribute CSV This amazing feature will open up a CSV (Excel spreadsheet) of anyone who has signed up for tribute notifications or has left their when leaving a condolence, photo or gesture Tribute Links This feature allows you to add additional links within your Tribute pages that can link to external websites or URL's. Example: Webcasting Links. To add a new link, click on Add Link. Type in your Label and your URL. If you would like this link to open in a new window, make sure you check off the box. Hit Save. TIP: You can add as many links to a page as you wish. To Edit a link, click on the name and click Edit. Make your changes and hit save. To Delete a link, click on the name and hit Delete.

42 42 FuneralTech CMS Manual To see what the link looks like on a live example, see below: 3.11 Manage Approvals A quick way to manage your Approvals without having to go into each individual record. All Approvals will be listed within the 3 sections here: Condolences, Photos and Gestures. Click on each posting and hit Review. You can Save and Accept or Decline and Reject Manage Rolodex

43 43 FuneralTech CMS Manual This section will store all of your location data. As part of your set-up, you can add your locations so that they are available to choose from when you are entering your records. Alternatively, they will store back into this area as you are entering them when creating records. To add a new location, click create. Fill in all appropriate information. Be cautious as this will populate a map. GPS Coordinates will automatically store as long as you have entered a proper address and hit save. To Edit a location, find the location and click on it. Click Edit. Adjust your information and hit save. TIP: To find a location faster, use the search feature Florist One Setup To Choose Your Florist, click Select. Using the dropdowns, fill in your information. You will be given a list of florists that are available to choose from. Select one. Click Choose Florist. (Far Right)

44 44 FuneralTech CMS Manual To Clear this florist, hit Clear. You can always go through the same steps as above and choose another. TIP: For Multi-Location firms that use a different Florist for each location, See Locations for set-up instructions. To Set up your affiliate ID, click Get A Sub-Affiliate ID link. This will open a form that you need to fill out and submit to Florist One. They will then you back your ID and you will place it in the empty box. Hit Save. (Far Right) You have the option to add tax information. TIP: If you put a number in this area, you are responsible for remitting the taxes. Contact your local tax authority if you are unsure. You can add an extra $1.95 service charge to the order by checking off the box. This will go to you. Hit Save.

45 45 FuneralTech CMS Manual 3.14 Edit Tribute Media You have the ability to change the images that appear on the far right side of your Tribute Pages. There are 2 spaces that you can fill here with whatever you like or you can leave it with the pre-set images. To add an image/video, click. Your Media Files will appear. If you have already uploaded your video or photo, simply find it in your Media Files and click on the arrow in the bottom right to add it. If you are uploading a new photo/video, follow instructions in section You can link this image/video to another page by inputting a URL and a Link Title into the empty boxes. Hit Save Donations (Not Currently Available) TIP: This is a setting that needs to be turned on by your Account Manager Preferred Charities You can set an unlimited number of Preferred Charities for any given record. This allows you to specify which charities the family wishes to have donations made to. Click on the deceased's name and then Preferred Charities.

46 46 FuneralTech CMS Manual To add a registered charity from the database, click Add Charity. Start typing the name of the charity you are looking for and a list will populate. Select the charity you wish to use and hit Save. You will now see the charity listed on the main page. You can delete it at any time using the Delete button. To create a Custom Charity (Non-Registered), click on Create Custom Charity. Fill out all of the required information. Hit Save. TIP: Make sure you are filling in the correct information as this is what will display to the donor. If you leave Special Payment Instructions blank, a message will appear for the donor to send a check to the specified address.

47 47 FuneralTech CMS Manual Your charity is now listed on the main page. You can edit it at any time by clicking Edit Custom Charity Printing Donations You can view any donations that have been left for this record by clicking on the Donations tab. In this area, all of the donations will be listed on the main page. You have options to Print one Donation, or Print All Donations. TIP: To enable your backgrounds to print, see Appendix E: Printing Donations Locations Click the Create button to add an additional location. Fill in all of the required information for your location and hit Save.

48 48 FuneralTech CMS Manual You can edit this information at any time by clicking on the location name and using the Edit button. You may also delete this location at any time by clicking on the location name and using the Delete button. You can also select your Preferred and Secondary florists in this section. Click Select Florist. Use the dropdowns to select Country, State/Province, City and Florist. Hit Select. Follow the same steps for the Secondary Florist. Your order will only go to the Secondary Florist in the event that the Preferred Florist cannot fulfil the order. Hit Save. TIP: You can change these selections at any point in time. Once you have added your Location(s), you will notice a new dropdown when you are adding your cases. You can select which location this tribute belongs to. To add separate service listings into your website, see Widgets: Death Record Listing.

49 49 FuneralTech CMS Manual 3.17 Stationery This is a setting that needs to be turned on by your Account Manager. You need to purchase paper from our partner company, Vaella or the system will be turned off. Click on the name of the deceased and click Print Stationery. You will be taken to the main page of the Stationery program. You will see the name of the deceased and the particular order number that is assigned to this case. Your general information has pulled over from your case, and you can edit this information by clicking in the boxes Adding Photos/Custom Backgrounds Any photos that you have previously added into your case will pull into the program. You can add additional feature photos and custom background photos. To add an additional photo(s) click on: Photos that have already been uploaded into the case will appear on the right hand side of the screen. You can remove these at any point by clicking on the red X.

50 50 FuneralTech CMS Manual To add another photo, click on "Click here to upload photo." Select which photos you would like to add from your computer. Click Done.TIP: You can hold the Control button on your keyboard and click on multiple photos at once. To upload a custom background picture, click: You will see your Custom background page. To add in a photo for your Custom background, follow the same steps as above.

51 51 FuneralTech CMS Manual Building Stationery You are now ready to select which Stationery products you would like to build. They are listed along the right side of the page, with an example of what each product looks like pictured beside it. You simply have to check off the products you wish to build. Click Next. TIP: You can select more than 1. If you need to add additional photos or backgrounds at this point, you always have access to these sections along the top of the page. You also have a Questions/Comments button you can click on to submit any questions or comments that you may have. All of the products that you have selected to build will be displayed vertically down your page. You can now start building each one. If you changed your mind and don't wish to follow through with one of the products you had selected, click on the red X beside it to remove it from this section. If you need to add a new project, you can hit the back button at the bottom of the page. Depending on the product(s) you have selected, there will be different pages you need to build. You will see "Incomplete" over each photo or step that you need to complete. This will disappear once you have edited that page. In this example we will use the 4-Sided Memorial Candle seen above.

52 52 FuneralTech CMS Manual As you can see, there are 4 Steps that need to be completed for this. We will start by clicking on the photo for Step 1. You have 3 options for this page in the Layout style. You can use the Featured Photos you have already uploaded, A Custom/themed background, or a combination of both. If you choose the Featured Photos option, all of the photos you have uploaded will appear on the lefthand side of the screen and you can easily select which one you would like to use by clicking on it. The cropper will automatically adjust to a size that will work best for this particular photo. You do have the option to crop the photo by dragging from the corners or by simply dragging the box over a different part of the photo. You can also fade the image by checking the Fade Image box shown above. If you choose the Custom/Themed Background option for your layout, you can select from any Custom backgrounds you have uploaded, or from a selection that Vaella provides. Click on the image from the left-hand side of the screen to choose your background.

53 53 FuneralTech CMS Manual If you would like to select one of the Custom backgrounds you have uploaded, click on Custom Backgrounds and select your photo. If you would like to choose from Vaella's library, you can browse through the different categories they have listed. TIP: To add any of the backgrounds you use quite often to your Favorites folder, click on the star in the bottom left of the background. It will save to your Favorites so you can easily find it next time. If you choose the Feature Photo AND Custom/Themed Background option for your layout, you can use a combination of both. Use the tools you learned in the steps above to modify this layout.

54 54 FuneralTech CMS Manual Any changes you have made will show in the Preview section on the right-hand side of your screen. You have some options in this area to change what text appears on the photo. You can choose to remove First or Last Name, Date of Death or Date of Birth by simply unchecking the boxes. You can change the type of text for each using the dropdowns. You can also Contrast the Text to the photo. You have the option of using your own text if you don't wish to use the text provided. Type the text into the empty box, choose your font and click Save. Use Text box should automatically be checked. Once you are satisfied with this page, click Submit to take you back to the main page and carry on to Step 2. You will see that "Incomplete" has been removed and you can see your edited page.

55 55 FuneralTech CMS Manual If you wish to carry this photo over to another Panel, you can click Copy Panel, and select which Panel you would like to copy it to. This saves you from having to complete the editing a second time for the same photo Printing Stationery Using all the tools you have learned above, complete the rest of the panels for this project. When you are finished with each one, click on the Print button. TIP: It will not let you print until you have completed all panels for the project. A PDF will open and you can print this Stationery using the paper you have ordered from Vaella Links There is a links section on the left hand side of the main page that allows you to easily jump to different sections of your Stationery program. Order History - Allows you to view any orders you have created using the program. You can see the Order #, Date, Name and Status. You can delete this order, or jump back into it using the Edit feature.

56 56 FuneralTech CMS Manual Preferences - Allows you to select your default Preferences for the program. Request Support - Need help? Request Support from Vaella at any time using this option. Downloads - This section provides some extremely useful information regarding questions that commonly come up while using the program. Browse through the PDF's that pertain to the particular question you have. Part 4: Product Catalog 4.1 Manage Products Creating Categories There are 2 types of Categories you can create: Parent and Sub-Category. To create a Parent Category, click on All Products and then the green plus sign. Choose your Parent Category, Name, Image and a short description. Click Save. Your category will appear on the far left of the screen.tip: You can add products directly to this category as long as you haven't created a sub-category underneath it.

57 57 FuneralTech CMS Manual To add a Sub-Category (Example: Metal Caskets), click on the parent category (Example: Caskets) and the green plus sign. Choose your Parent Category, Name, Image and a short description. Click Save. To Edit your categories, simply click on the category and click. To Delete a category, click on the category and click. TIP: Deleting a category will not delete the products you have added to it. It will simply change their status to Uncategorized. TIP: When a Category has product added within it, it will display a Tag icon instead of a blue folder Uncategorized Products To see a list of any Uncategorized Products you have, click on Uncategorized Products. You can categorize the product by clicking the blue Edit button and choosing the category. Hit Save.

58 58 FuneralTech CMS Manual Adding Products To add a new product, click. Choose a Name, Price (Optional), Image, Category, and a short description. If you would like this to be an active product in your catalog, check off Active. Additional items such as Item Number, Weight and Height are optional. They will come in handy if you are using the E-Commerce module. Hit Save. TIP: Only red boxes are mandatory to fill out. If you have E-Commerce set-up, you will have additional options for Purchasable Online, Shippable, Tax Exemptions and Instructions Label. Instructions Label: This field allows you to create a "Message box" in your E-Commerce module. You can use this for whatever you would like (Flower Message or Special Delivery Instructions etc. ) For example, if you are using this product in a particular store for online flower ordering and you would like this box to say "Card Message," you can title the Instructions Label, "Card Message" so families know to fill out their card message in this area. See example below:

59 59 FuneralTech CMS Manual TIP: If you leave this field empty, it will default to say "Delivery Instructions." Once you have added your product, it will appear in the list on the main page. You can see the category it belongs to, price and whether it is active or not Editing Products By clicking on a product from the main list, it will display a preview of the details for that product on the right side of the page.

60 60 FuneralTech CMS Manual If you have E-Commerce set-up, you will also be able to see Purchasing Attributes and Tax Exemptions for this product. To modify the information, click. Make your changes. Hit Save. TIP: To find a product faster, use the search feature to type in the name. You can limit the search feature to only search certain categories, or All Products, by clicking on the Category from the left hand side before your search.

61 61 FuneralTech CMS Manual Publishing Your Catalog If you have made ANY changes to your Catalog, hit Publish Catalog at the bottom of the page. This will only publish your Catalog changes and not your entire website. It makes the publishing process faster if you don't need to publish any website changes Updating Prices Rather than updating each price individually, you can update all of your prices globally. Click. You can select an Increase or Decrease in price, the amount and whether the increase/decrease is in dollars or percentage. You will then need to select which product(s) this applies to. You can Select All, or choose individual categories or products to apply this change to. Hit Save. 4.2 Manage Stores Create A Product Catalog To create a new Product Catalog, click Create Store and Product Catalog. Give your Catalog a Title, Sub-Title and a Short Description.

62 62 FuneralTech CMS Manual You can add a banner/image to be displayed at the top of your store. Click on Edit and then proceed to upload your photo. To clear the banner at anytime, click Clear. TIP: This does not show in the Showcase option. See Advanced Slideshow Widget for help with the banner. Select your Image Quality from the dropdown. The default is Ultra. Select your Thumbnail Quality. The default is High. Select which Categories/Products you would like to add to this Catalog. You can Select All products to add all of the products you have added. Or you can select individual categories. Hit Save when finished. TIP: You can use the Deselect tool if you have added any categories in error Edit Product Catalog To Edit your Catalog's information, click on the Catalog from the main list, and click modify any of the information you have previously entered. Hit Save.. You can

63 63 FuneralTech CMS Manual TIP: To add this Catalog into your website, see Product Catalog or Page Types: Widgets Create Bluefin Merchant (E-Commerce) TIP: This button will not appear unless you have set up an account with Bluefin. Please contact your Account Manager to retrieve details on how to do this. To create a new Merchant Store click Create Store and E-Commerce. Give your Store a Title, Sub-Title and a Short Description. Place your Merchant ID provided by Bluefin into the Merchant ID box. Make sure this is correct. Check off any Taxes you would like to include for this store. (See Set-Up Taxes.) You can add a banner/image to be displayed at the top of your store. Click on Edit and then proceed to upload your photo. To clear the banner at anytime, click Clear. TIP: This does not show in the Showcase option. See Advanced Slideshow Widget for help with the banner. Select your Image Quality from the dropdown. The default is Ultra.

64 64 FuneralTech CMS Manual Select your Thumbnail Quality. The default is High. Select which Categories/Products you would like to add to this Store. You can select all products to add all of the products you have added, or you can select individual categories. Hit Save when finished. TIP: You can use the Deselect tool if you have added any categories in error. To Edit your store, See TIP: To add this Store into your website, see Product Catalog or Page Type: Widgets TIP: You can differentiate between the types of stores by referring to the Store Type area Set-Up Taxes To set up any Taxes you will need to use for your store, click Create Tax. Give your Tax a Name and a Rate. Hit Save.

65 65 FuneralTech CMS Manual You will be directed back to the main page where you can see the Tax you have entered. To Edit your Tax, click on the Tax from the list and click to and hit Save.. Make any adjustments you need Remembrance Store The Remembrance store allows you to add a store into your website that is pre-loaded with products from our Central Vendor database that you can sell online. Click Create Store and Remembrance Store. TIP: You can use this feature WITHOUT having the products purchasable online. Example: If a company has loaded caskets into their Vendor database and not made the product available online, you can still show the products without consumers being able to purchase them. Step 1: Store Settings - Begin with filling out your Store Settings. These include: Title, Sub-Title and Description. You can upload a Top Banner. TIP: Your Account Manager has a library of these to choose from. Choose your Image Quality and your Taxes. (Taxes will only be displayed if you have created taxes in the Tax section. Select your Currency. Lastly, you can select your default mark-up on the vendor prices. You can choose either dollars or percentage mark-up. Hit Save and Choose Catalogs when finished. See Advanced Slideshow Widget for help with the banner.

66 66 FuneralTech CMS Manual Step 2: Catalog Select - At this point you need to select which vendor's products you would like to add into your store. All vendors and their stores will appear in this section. You can use the Select All tool to select all stores belonging to a specific vendor, or you can simply check off the ones you would like to add. Use the Deselect tool to uncheck anything vendors you no longer wish to add in. Hit Save and Choose Categories when finished. Step 3: Category Select - You can now select which categories you wish to display products from. Use the Select All tool, or simply check off the categories you would like to display. Hit Save and Choose Products when finished.

67 67 FuneralTech CMS Manual Step 4: Product Select - At this point you can select which specific products you would like to show. All products from the categories you selected will be defaulted to show, but you can remove them individually by unchecking the box to the left of the name. To View Details of a specific product, click. You can see the Product Attributes and the Purchasing Attributes that have been loaded by the vendor. TIP: To sort any of the tabs (Name, Vendor, Catalog, Category or Cost) use the arrows. The Mark-Up you selected in Step 1 has been applied to all of your products. You can individually change these by changing the numbers in the Mark-up box, or by choosing the Final Price you would like for the product. The numbers will adjust accordingly. If you would like to end all of your prices in a specific number, type that into the End All Prices In box and hit Go. All prices will adjust accordingly in the Final Price tab.

68 68 FuneralTech CMS Manual At any point, you can Reset all of your Mark-ups back to the original settings by clicking. You can also Select All/Deselect All Products quickly using these buttons. When you are finished making all of your pricing adjustments, hit Save and Finish. You will see a message that your store has been set-up successfully. Click OK. You can now see your Store on the main page. TIP: You can always go back in at any time and make pricing adjustments, add or delete more products etc by Editing the Store. TIP: To add this Store into your website see Page Type: Widgets 4.3 View Orders TIP: Only applicable if you are using the E-Commerce or Remembrance Store modules. This area allows you to view any orders that have gone through the website. You can filter by Store and by Status using the dropdowns. You can view the Store Name, Customer Name, Payment Method, Total Sale, Order Status and Date Created from the main listing. To view additional details of any specific order, click on the order and click Part 5: Media Files.

69 69 FuneralTech CMS Manual Media Files is the database where all of your Images, Videos, Call-to-Actions, Deceaseds Photos, Product Images & Category Images will store. 5.1 Basic Functions Each photo/video has the file name appear at the top of it for easy reference. If you mouse over the photo, a grey box appears along the bottom with some additional options. The allows you to open the picture in a bigger screen. To replace a photo with another photo, click. Your computer files will open and you can choose which item to replace the current photo with. Double click it. The photo is now replaced. TIP: The benefit of doing this is that it cuts down on how many photos you have in your system that you may not be using. To delete a photo, click. The photo will be removed anywhere you have it in the CMS.

70 70 FuneralTech CMS Manual 5.2 Uploading Image(s) Choose and find the image from your computer. TIP: To upload multiple photos at once, simply hold the Ctrl key and click on each photo you wish to upload. It will now list the photo(s) you have chosen. Click on Upload files. This box will disappear once completed and you will be directed to your new photo. 5.3 Add YouTube Video TIP: Your video needs to be hosted on YouTube to use this function. There is a "click here" link you can use in this section to see instructions on how to add videos to YouTube. Once you have changed your area to an Image/Video area (See 2.4), your Media Files should open automatically. Click on. Paste your YouTube link in the empty box. You will be shown a preview of your video on the screen. In your Advanced Settings, you have options to make this video widescreen as well as adjusting the Max. Width. Hit Save. You will be directed to your video and simply click on the arrow in the bottom right to add it to your page.

71 71 FuneralTech CMS Manual For instructions on how to upload your video to YouTube, click on the Click Here link, or click here. You can set up your account so that your videos are unlisted, meaning that nobody can search for them online. TIP: You can tell this file is a video by the film strip in the top left corner and the play button in the center. 5.4 Browsing Options There are a few different ways you can Browse/Upload to your Media Files. By using the Search bar. Type in the name of the file you are looking for and click the magnifying glass. It will show you anything with those characters in the filename. Click the eraser to start over. By using the Checkmarks to the left of Image, YouTube Video and Video links, you can select what you would like to find. All 3 will be checked by default, meaning it is searching for all 3 of these. If you ONLY wanted to search for Images, you could simply uncheck YouTube Video and Video by clicking on them. The checkmarks will be removed. Now the Media Files will only show you Images and not allow you to see any YouTube Videos or Videos. This works the same way if you only wanted to search for Videos, or YouTube Videos etc.

72 72 FuneralTech CMS Manual You can also search for files by category by using the blue arrow on the left side of the page. By default it is set to All, meaning it is searching through ALL categories. You can move the arrow to the different categories if you only want to search in them specifically. Example: If you only want to search through your Call-to-Actions, move the blue arrow down to Call-to-Actions. Media files will now only display those. All - All files. Site Content - Only content contained within the website. Call-to-Actions - Only pre-built Call-to Actions. Navigation - Useful if you would like to upload images that are specifically used for navigation within the website. You can keep track of them in this section. Deceased - Any files you have uploaded for a particular deceased. You can filter this by name by using the Search feature. Very useful if you are searching for images for one person. Product Images - Shows files you have uploaded for your Products. (Product Catalog) Product Category Images - Shows files you have uploaded as images for your Product Categories. (Product Catalog) TIP: Uploading images/videos works the same way. If you wanted to upload an image that only displayed within the Site Content Area, move the blue arrow down to Site Content, and then click Upload Image. Part 6: Additional Features 6.1 Google Analytics Dashboard

73 73 FuneralTech CMS Manual TIP: You may see a blue button that says "Authorize Access". You will need to click this and login with whatever account your Account Manager set this feature up with. TIP: If you are a Multi-location firm, you can set up a dashboard for each location using separate Analytic ID's. To see your statistics for today, click on and then. You can repeat the same steps for statistics on a monthly and a yearly basis. To view statistics for a specific period of time, click on the left calendar icon and choose your start date, then click on the right calendar icon and choose your end date. Click Stats Site Usage Visits This is how many times your website has been visited in the selected date range. Pageviews This is how many times the visitors have checked out different pages on your website.

74 74 FuneralTech CMS Manual Pages/Visit This is the average of how many pages people view per visit to your website. Avg. Visit Dur This is the average amount of time that people spend on your website. The longer the better! Bounce Rate Bounce Rate is the percentage of visits that only go on your home page before exiting the site. You want people to explore your website, so the lower the bounce rate the better. % New Visits This is the percentage of visitors you have during the selected time frame that have never visited your website before. When you run a report for This Month This Year or Custom a little graph will appear beside each field. This is a brief snapshot of the activity you had under each field during the selected time frame. Visitors Overview This graph shows the amount of visitors you had versus the number of pageviews. It is a quick snapshot for your selected date range. For a more specific report, run a custom report for the day you want and that will show you in detail how many visits and how may pageviews you had on that day. Traffic Sources Overview This pie chart shows you how people were directed to your website. Direct This piece is in blue, direct visitors to your website typed in your website address into their address bar and accessed it that way. ( Search Engine This piece is in red, these are the people that reached your website through a search engine like Google, Bing or Yahoo! Referring Sites This piece is in orange, these are people who clicked on your link on a third party page. Your Facebook or Twitter page is an example of a referring site. As explained before, this is a basic snapshot of your Anayltics Account. You can log into using your account, to see more in-depth statistics. 6.2 Site SEO Search Engine Optimization or SEO for short is perhaps one of the most important aspects of the online world today. Using SEO to your advantage will allow your website to be the first that families turn to as it will be at the top of search engines like Google, Bing and Yahoo! Your website with FuneralTech allows you to quickly and simply set up your SEO keywords and descriptions, which in turn will make

75 75 FuneralTech CMS Manual your website more visible in search engines. The following is a guide on how you can optimize the SEO on your FuneralTech website. Site SEO Title: A good title to put in this field would be the name of your Funeral Home. Keywords: There is a character limit of 1000 for this field. This is the important section. This is where you can put the best keywords that describe your site and what is on it. When you add these keywords, you must separate each one with a comma. Some examples for keywords for your site would be funeral home, funeral, cremation, casket, urns, obituaries, your city, pre-planning and names of communities that you serve. Make sure your keywords are relevant and specific, you do not need to repeat the same keyword over and over. Description: This is the description that will show up in a Google Search underneath the title of your Funeral Home. For example you can have something along the lines of XYZ Funeral Home has been proud to serve the ABC community since We pride ourselves on our dedicated and sympathetic service for all our clients families. Be sure to include some of your primary keywords in this description. Google Verification Code: This is a code that the FuneralTech team will generate for you. All this does is it verifies with Google that you own your website, and that it is legitimate.

76 76 FuneralTech CMS Manual Page SEO The main difference between your Page SEO and your Site SEO is quite simple. The Page SEO is setup for each individual page on your website, while your Site SEO is for your website as a whole. The same set of rules applies for Page SEO as they do for Site SEO. For each individual page you enter in the relevant keywords, again you need to separate these keywords with a comma and there is no limit to how many keywords you can have. Under the description section, this is what will appear in the Google Search underneath the title for your page. In this section, you will want to put in a description of your page. Remember to incorporate primary keywords for this page into the description. SEO Do s 1. For your keywords, think like the customer. What do you think a customer would enter into Google to find your funeral home? As you keep making changes to your website, keep adding keywords that you think a customer will use to look for your site. 2. Take advantage of local search opportunities. Setting up a page on Google Places is the quickest and easiest way to get your website recognized on Google. Once you have that set up, your business will appear on Google Search, Maps, Google+ and mobile. You can set up a page on Google Place by click on this link 3. Have active social media pages. In this day in age, social media is critical to your online presence, Google is measuring your websites pulse rate on your social media channels, and being active on these social media pages like Facebook, Twitter and LinkedIn will help your SEO immensely. Setting up a page on social media is easy, if you need any help with that please let us know! 4. Keep your content natural. In years past, people would stuff their content by repeating keywords over and over again, they would even hide keywords by using the same color font as the background. Those days are over, while we have mentioned that keywords are important, unnaturally putting them into your content over and over again is not necessary, and in fact might earn you a penalty from Google or other search engines. SEO Dont's 1. Link Farming. A link farm is a group of websites that all hyperlink to every other site in the group, generally these are automated programs that people may try to sell you. Avoid these at all costs, as Link Farming is tricking Google and they do not like that, and they will track you down and penalize your site. 2. Keyword Stuffing. As mentioned before, keep your content natural, there is no need to unnecessarily add keywords, or even hide keywords in the content on your pages. Google has

77 77 FuneralTech CMS Manual very sophisticated programs that will pick up on this and they will penalize your site for trying to trick them. 3. Duplicate Content. This is another old SEO technique that you should not do. In days past, people would have the same content spread over multiple links on their website. Google made an update specifically to put an end to this technique, so there is no need to do this. 4. Plaster your link all over in blog comments, guestbooks etc. That s spamming, not SEO. 6.3 Mobile Website TIP: This feature is not included with all systems. Please contact your Account Manager if you are interested in having this feature enabled. Ensure your Mobile Settings have the correct information, and add any information that may be missing. Click to choose a photo that will display on the main page. It is recommended to use your logo. This will open your media files window. Choose a photo that you have already uploaded to the CMS, or see to upload a new photo. Add some information about your firm in the About Us section. You can type in the box or copy and paste. Choose the theme (color) you would like to use by using the drop down list.

78 78 FuneralTech CMS Manual Once you are finished click.. When you are ready for your changes to go live, click 6.4 Tukios Creating Your Video Log into your website, and go to Death Records. Click on the deceased that you will be making the video for, and click. Any images you have already uploaded for the deceased will appear. To add these to the video, click on the arrow in the bottom right corner of the photo. You will notice the photos appear along the bottom of the screen. If you accidentally add a photo, you can delete it by clicking the red "X" mark. You may add additional photos in this section by clicking on: and finding the images on your computer. Remember to click on the arrow in the bottom right corner of the photo once you have uploaded it to add it to the video. TIP: It is recommended that you only add 2 photos at this point. Any photos that have been uploaded by the public on the tribute page are accessible by clicking on Tribute Files.

79 79 FuneralTech CMS Manual Click. A screen will pop up that populates your funeral home's information. Feel free to change anything; however, it is pulling from your system settings, so it should be correct. Click. You will now be directed to the Tukios portion of the site. Your first step it to choose a theme for the video. You can preview the different themes by clicking on and clicking the play button. Once you have chosen your theme, click on. At any point, you can click on the Support button from the right side of the page to submit a question for Tukios. You can also mouse over the to see Tips for that page. If you need to edit the deceased's name, DOB or DOD, click the pencil icon Editing Photos There are options to edit each photo if you mouse over it. The first 2 arrows will rotate the photo clockwise, and counter-clockwise. By clicking "Edit" you can crop the image, give it a caption, create an effect or enter a slide time. Make sure you click "Save" when you are done. You can also click on to give you additional options to alter the photo.

80 80 FuneralTech CMS Manual If you are using any of these features, make sure you click once you have made the adjustment. As always, please click after you are finished. Note: If your cover photo does not have a high enough resolution, you will get this error when you try to edit it: Simply choose another photo with a higher resolution as the cover. You can swap the order of the photos by simply dragging and dropping them. At this point, it is recommended you add in the majority of your photos. Click Upload Photos/Videos.. You can select multiple photos at once using the Control button on your keyboard. You can also add in any video formats that the family may have provided you with Adding a Text Slide To add a slide of text, click and select from the library or create your own. If you choose from our Library, you can click on the plus sign beside each category to see the different options for text. Click on the name to see a preview displayed on the right-hand side of the screen. You can edit the text by typing in the box. Click when you are ready. You will see a preview of what your slide will look like. Again, you can edit the text area by typing in the box. You can also change the color of the slide's background and leave automatic slide time checked. Click.

81 81 FuneralTech CMS Manual Adding Stock Clips You can add stock clips to your video by clicking. Click on the plus sign beside any category to see the clips available. It will display the length of the video beside the name. Click on the name of the clip and press the play button to see a preview. You can select one, or multiple clips by checking them off. Click. You can drag and drop the stock clips anywhere in the slideshow Advanced Settings To further customize your video, you can click on. You can change your Presets from Simple, to Medium or Fancy. You will see that the options change depending on which Preset you choose. Remember to click: if you make any changes. Click Choosing Music You MUST choose at least one song. You can or. To upload your own, click on the button and find the audio file from your computer. To choose from the library, click on the plus sign beside each category to see the songs available. To preview the song, click on in the preview area. If you would like to select this song, simply checkmark it. You can checkmark as many songs as you would like. Click when you are done. You will be taken back to the main music screen. You can see the songs selected and the length of them. If you need to delete one, click the red "X." You will also be given total music length, video length and how long each slide is displayed for. You can click on to fit the slides to the music, or choose the time that each slide is displayed for.

82 82 FuneralTech CMS Manual You may receive a warning from Tukios if there are any actions you need to take at this point. Click Preview Your Video You can now preview your video. It will automatically start playing. If you would like to share this preview with anyone, click Share Preview and you will be provided with a link. You can also click if you need to make any changes. Once you are satisfied, click

83 83 FuneralTech CMS Manual Finalize You can complete your order from this area. There will automatically be a 1 in the Video Generation quantity. This is the link for your video. You only have to pay for this link once for this deceased. You have additional options to purchase the Box Set and a Standard DVD. If you click on the "More Info" link underneath each area, it will give you a description. Your total dollar amount of the order will appear at the bottom of the screen. You can edit your billing information by clicking. When you are ready click You will be re-directed to a page where you can see your video is completing: You can View or Edit your video from here. You can download your DVD file by clicking or click order additional Box Sets or Standard DVD's. to take you back to the checkout page where you can You can access a link to the video hosted on Tukios site from this section.

84 84 FuneralTech CMS Manual Printing You can either download a PDF version or a JPEG image for the jacket. You are given the same options for the label Stats Under this section, you can see number of views for the video and any orders that have been placed through the website.

85 85 FuneralTech CMS Manual Order History Extras To quickly access a link to play at the service, click. You can loop the video. To view the photos from the video, click To download "Burning Software" click and follow the steps. 6.5 Google Translate Google Charges for this feature. Make sure you are fully aware of the conditions. Go to: Click on Add to your website now. Log in with your Gmail Account. If you don't have a Gmail Account, you will need to click Create One, and follow the steps to set up your account. Enter your website URL into the Website URL box ( Choose your default language. It is set to English. Click Next. Select your options (You can leave the default settings. You don't need to check any of the boxes). Click Get Code. You will see some code like the example below. Copy the yellow highlighted area without the quotation marks and this to your Account Manager.

86 86 FuneralTech CMS Manual 6.6 Letterhead You can add custom letterhead into your CMS that will be used for any of the direct marketing features we offer through our Forms system. TIP: You can have our graphic designer create you a letterhead for an additional fee. Ask your Account Manager for details. Click on Letterheads to begin. To create a new letterhead, click Create. Give your letterhead a name. You will see options for both the Header and the Footer. Choose your Position and your Image size by using the dropdowns. You can also add an image into the header and the footer section. Hit Select Image. (See Add Image) TIP: You can simply use your logo in the header or the footer to personalize. Hit Save. To Edit your letterhead, click on it from the main page and click Edit.

87 87 FuneralTech CMS Manual To Preview your letterhead, click on it from the main page and hit Preview. This will open it in a new tab so you can view it as an example. You can Delete a letterhead by clicking on it and hitting Delete. TIP: This is irreversible so make sure you do not need this letterhead again before you delete it. 6.7 Forms Creating A New Form Hit Create. You can begin building your form structure. Give your form a name. You can choose to use a letterhead that you have created, or leave it set as No Letterhead. See Letterhead. Add A Step: Click. Give your step a name and type in any special instructions. Hit Save. Steps will be displayed with a blue arrow. from the left of the screen and click Edit. To Edit your step, click on the step

88 88 FuneralTech CMS Manual Steps will be displayed on your form like this example. You can add as many as you like. TIP: Before you can save your form, you need to add at least 1 input field to the form. Add Section: Click. Give your section a name and type in any instructions. Hit Save. Sections will be displayed with a green box on the left side of your screen. To Edit your section, click on the section from the left of the screen and click Edit. TIP: If you have multiple steps in your form and you are wanting this section under a specific step, make sure you click on the step before you click Add Section. This is how the system knows which step this section belongs to. Sections will be displayed on your form like this example. You can add as many as you like.

89 89 FuneralTech CMS Manual Add Input: Click. Type a name for your input. Choose your input type from the dropdown. If this is a required field, check off the box. If this is a primary field (Primary signifies that the input is information regarding the primary focus of the form. Later it will be used when converting form data into other data such as death records.) Enter any special instructions for this field. Hit Save. Inputs will be displayed with a red arrow on the left side of your screen. To Edit your input, click on the input from the left of the screen and click Edit. TIP: If you have multiple sections in your form and you are wanting this input under a specific section, make sure you click on the section before you click Add Input. This is how the system knows which section this input belongs to.

90 90 FuneralTech CMS Manual Inputs will be displayed on your form like this example. Multiple inputs have been added in this example for you to see some of the different input types ie: Full Name, Address, , Date of Birth and State of Birth. You can add as many as you like to a particular section. From this point, you can continue with adding additional steps, or just adding more sections and inputs to a specific step. When you are finished with your form, click Save in the bottom right corner. TIP: If you have added Special Instructions to an input, they will be displayed when you hover over the field. To Delete a Step, Section or Input at any time, click on it from the left hand side and click delete. To add this form into your website, see Add Form Into Your Website.

91 91 FuneralTech CMS Manual Edit An Existing Form To Edit an existing form, click on it from the main page and click Edit. Use the steps you learned in Creating A Form to make any necessary changes. Make sure you hit Save in the bottom right corner when you are done Delete a Form To delete a form, click on it from the main page and click Delete. This is not recoverable, so make sure you do not need this form again Notifications This section allows you to choose which addresses are notified when a submission has been made for a specific form. Click on the form you want to add an address for and click Notifications. Enter the address or addresses in the All Site s box. Separate multiple s with a comma. Hit Save.

92 92 FuneralTech CMS Manual A Notification will be sent to these s letting you know that a submission has been made. TIP: For Multi-Location firms, you can choose different addresses to be notified for different locations. Click on the site, and click Edit. Enter the address(s) to be notified and click Save. Hit Save again in the bottom right corner View Submissions To view your form submissions, click View Submissions.

93 93 FuneralTech CMS Manual TIP: If you are a Multi-Location firm, you can search for submissions by site. Type the name of the site into the Search by Site box to filter only those submissions. To view a submission, click on it from the list and hit View. Your form will be displayed with all of the information that this person has filled out. You can Print a copy of this by clicking on the Print button in the bottom right.

94 94 FuneralTech CMS Manual E-Marketing Feature/Send Our Form system gathers the addresses of anyone who has made a submission to a specific form. To send out an using this feature, click on the form from the main page and click Send . You can use the Filter section to determine if you are looking for submissions for a specific date range. This is optional. If you don't use the filters, ALL submissions will be displayed. Multi-Site ONLY: If you are looking for submissions from a specific site, start typing the name of the location in the Site box and click on that site. Hit Search. If you are looking for submissions for a certain date range, use the calendar icons to specify the dates. Click on the calendar icon for From: and the calendar icon for To: to choose your dates. Hit Search. If you would like any new submissions since the last time you sent an , use the New since last button. Depending on your filter specifications, Recipient s will be displayed. As more people are filling out your forms, you will have multiple pages of submissions. You can use the arrows to browse back and forth. Select which Recipients you are sending this to by using the checkbox to left.

95 95 FuneralTech CMS Manual Start composing your . Fill out the Subject, select your Letterhead if you have added one into the CMS and type your body. When you are finished you can either hit Send to send this automatically, or if you would like to preview your message first, hit Preview and Send Download Addresses To download all s that have left submissions on a specific form, click on the form from the main page and click Download Form Addresses. Your data will be downloaded into a CSV format. To download all s that have left submissions on ANY forms, click Download All Addresses. Your data will be downloaded into a CSV format Adding A Form Into Your Website There are 2 ways to add a form into your website. 1) Add it as a new page. See Add A New page and look for Page Type: Widget Page. 2) Add it as a Widget. See Widgets: Forms Part 7: MIMS/CMS Clients 7.1 Uploading an Obituary to a Case

96 96 FuneralTech CMS Manual Open the deceased's case in MIMS. Click on Documents --> Obituaries. It will open a Word document. Click on Web Obit Blank. Paste your Obit. Click on Make Web Ready (May appear in the Add-Ins section depending on your version of Word.) Close Word and click Yes to save as attachment. Now when you export the case to the website, it will push the obituary as well. 7.2 Exporting Cases from MIMS Click on Integration --> TwinTiers CMS --> Export to TwinTiers CMS. Check mark the cases you wish to export over. Click Upload. Your cases will now appear in the Death Records section of the CMS. TIP: Do not export a case twice. It will create a duplicate. If you need to make a correction, go through the CMS to update it.

97 97 FuneralTech CMS Manual Appendix A: Family Login See Appendix B for an example of the that is sent to the family. Appendix B: Templates for Family Login (Example) First, we would like to offer our deepest sympathies over the loss of your loved one. This is to notify you that you have access and can customize the tribute page for your loved one. To access the tribute page click here or copy and paste this address into your browser. To access the page, the user name is your address and the password is jqs9jenhvw. The instructions to customize the tribute page can be found at Confirmation s for Condolences/Images/Gestures (Example) Dear Steve Stevens, Thank you for leaving a condolence on the tribute page of Erica Clare. Your contribution can be viewed at Dear Steve Stevens, Thank you for leaving an image on the tribute page of Erica Clare. Your contribution can be viewed athttp://tribute2.twintiers.catribute/details/3/erica_clare/obituary.html Dear Steve Stevens, Thank you for leaving a symbolic gesture on the tribute page of Erica Clare. Your contribution can be viewed at Appendix C - Finding GPS Coordinates

98 98 FuneralTech CMS Manual Type the address into Google. It will bring up a map. Click on the map and it should open the map in a larger view. You will see a red marker where the location you are searching for is located. Right click on the red marker and click on What's here? The GPS Coordinates will be displayed in the search bar at the top left of the page. Appendix D - Product Catalog Examples Product Page: Will open directly to the Products in your Catalog. There are a variety of different sort options available. You can click on View Gallery to view the products in a gallery sort view.

99 99 FuneralTech CMS Manual Landing Page: Will open to a page that displays any Categories in your Catalog. You can then select which Category you would like to view and it will take you to the Products page.

100 100 FuneralTech CMS Manual Showcase: Will open to a page that displays your different Categories. Once you click on the desired Category, you will be directed to the carousel version of the Catalog. Appendix E: Printing Donation Cards Internet Explorer TIP: The print feature is not supported in Internet Explorer 8 or lower. Step 1 Click on the cog in the top right corner and select Print Preview.

101 101 FuneralTech CMS Manual Step 2 Click on the cog icon, it should say Page Setup when you hover over it. Step 3 Ensure that Print Background Colors and Images is selected. Also that headers and footers values are set to empty.

102 102 FuneralTech CMS Manual Click okay and print. Firefox Step 1 Select Print preview. Step 2 Click on Page Setup

103 103 FuneralTech CMS Manual Step 3 Ensure that Print Background (color & images) is selected. Then click on Margins & Header/Footer Step 4 Ensure that all values for Headers & Footers is set to blank.

104 104 FuneralTech CMS Manual Click okay and print. Chrome Step 1 Click on print. Step 2 Ensure that Background Colors and Images is selected.

105 105 FuneralTech CMS Manual Click print. Appendix F: Service Calendar Your Service Calendar allows online visitors to see what events you have listed for any particular month. This pulls directly from your services listing. To see how to insert this into your website, see Page Types: Widget Page.