SOCIETY WEBPAGE TRAINING

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SOCIETY WEBPAGE TRAINING 1

CONTENTS Admin: Getting admin rights 3 Where to sign into your account 3 Main Dashboard 5 How to edit your main webpage 6 Edit Society Logo 8 How to view members 8 How to send emails to all members 10 Events: How to make or view Events 13 Creating a new Event 14 How to create Event tickets 15 Event User Groups 18 How to create an Event questionnaire 19 How to check who has bought tickets 20 What do Guild Event tickets look like? 21 How to send an email to people attending your Event 22 Articles: How to create a News Article 24 2

Society Webpage Training Getting admin rights 1. Make sure you have contacted our student activities administrator Josie and informed them that you have paid your society membership. They will give you admin rights of your society s account. This gives you access to view your memberships, add events, send emails, and create articles. Where to sign in to your account 1. At the top of the webpage www.liverpoolguild.org, click the sign in link Click here 2. Click the large blue button which says University of Liverpool Students click here to sign in this will use your normal University computer login details. 3

3. Click your name which is located at the top page and a drop down menu will pop up, click Your Dashboard 4. When you log into your account, this is the main dashboard you will see for your society webpage. 4

Main Dashboard Society logo and brief description Edit main webpage Society Awards (Guild use) Manage Questionnaire Manage Usergroups (view members) Manage Membership types (Guild use) Edit Logo (as seen top left) Total number of user groups listed: (Admin, Current members, Alumni - anyone who was previously a member in the last few years) Membership details: Group members list Edit existing News & Articles Add new Article Add new events Edit/view existing events Send email to all members 5

How to edit your main webpage 1. From your main dashboard click the edit cog. Click here 2. Under the Setup tab is the main board to configure the group Edit page is displayed below This impacts your main society webpage as displayed below Edit the name of the society here Your nominal code is your society s personal financial account code. This code makes sure all membership fees go to the correct society. This is set up by Guild staff and should not be amended. This is the main description visitors of your webpage can view. It generally includes the description you stated in your Society registration form, your aims and objectives of the society and how to contact the group (email, Facebook etc) 6

This is the email address which communications from the Guild webpage will come from. List it as the same as your generic society email address. And its display name This is your society category. Guild staff will have already allocated your society into the correct category based on your registration form. If you would like to switch, please contact your Society Coordinator. These different categories is where on the webpage your society appears. (e.g. Brazilian society is a Celebrating Culture society. So the Celebrating Culture box will be ticked.) DO NOT CLICK SUB-CATEGORIES Add key words associated with your society so people can find your society easier. This is what people can type into the Search box Membership runs from 1 st August until 31 st July each year MAKE SURE YOU CLICK SAVE & APPROVE when you have finished editing your page. Double check on the Guild webpage if it is active. If not, click edit again and click Save and Approve. 7

Edit Society Logo 1. Click the Group Logo tab under Setup. 2. Click Upload New button and Choose File. Once you have selected your image from your computer, click Add New Logo to Save. How to view your members 1. Click the User Groups tab at the top of the page. The 3 main user groups will consist of: Administrators these are people who Guild staff have made admin once they have paid their membership Alumni This is anyone who has previously been a member of your society since the Guild started to use the Union Cloud webpage platform. Membership runs from 1 st August until the 31 st July. Once the year ends, your members will go into the Alumni User Group. Current Members these are people who have paid to be a member of your society this academic year. 8

2. Click [Show Count] link to view the total number of people in each user group. The number under Member count is the total amount of people per User Group. 3. To view the individual names of people in each User Group, click the spy glass 4. Once you have clicked the Spy glass you can view more details about your members. (See below) This will include their name and email address. To find out more information click the Download demographics box 5. You can make other Committee members admin of the webpage too by clicking the Administrators spy glass. 6. A drop down box will then appear with the option to choose from Current Members of the group or Alumni of the group. Once you have selected your group type (Current Members), search for the name of the person you wish to make admin in the search box underneath. 9

7. Make sure you state how long this person will be admin until by entering the date into the Membership expiry date * column This should be the end of the year 31 st July. Glenn Coco 08-09-91 8. Then click the Add members button (circled). You must only make paid current members admin. How to send emails to all members 1. Click the Communications tab and click the New Campaign button 10

2. Then start to compile your email on the Campaign Manager page Name of your campaign/email this makes it easy to identify each campaign on the main communications page What is your communication for? In this section you can be more specific about who you want the message to go to. Tick the box to include additional criteria and amend the age demographic. Tick the User is a member of box to include specific User Groups. You can type in your society s name and your existing user groups will appear. This is who the communication will come from. Amend your Email subject here Add the main content of your communication here. 11

3. Once you have saved the draft it will take you back to this screen Click this to show the content of the email this will appear as below: View the communication Send the communication Edit the communication Delete the communication 12

EVENTS How to Make or View Events 1. Click the Events tab. This will give you access to show either Current events which the society has active or upcoming and Past events. Existing Events will appear on these sections as follows: Below is a past event Type of event: the category you listed the event as Action Links Name of event Date/Time your event is taking place/took place Further info about events is below 13

How to create a new event You can do this in two ways, either by clicking Then just enter the details about your event Edit the name of the event here LEAVE THIS BLANK This is your society s personal nominal account code LEAVE THIS BLANK This is the event type that makes it easier for people to find your event by clicking on the Events tab. It should be Societies These are the date and times your event starts and finishes This is the date that the public can see your event on the webpage This is where you can add the description of your event and give details about what the event/activity will consist of. Give info about ticket prices, any promotions you have for it. Why not add links to any social media groups/event pages too? 14

Add a logo for your event, e.g. Society logo or image Where is the event taking place? Who is the best person to contact with questions? DO NOT put a person s personal email address or phone no. Does the event have its own webpage elsewhere? Why not add that here? What is the maximum amount of people allowed in the venue? Check the Society Handbook for Guild venues capacities Tick this if you do not want the public to know how many tickets you have sold for the event. Type in tags relevant to the event so that people can use it to search the event. MAKE SURE YOU CLICK SAVE How do I create tickets for my event? 1. After creating your event you will need to make tickets for people to purchase, even if they re free, to confirm their attendance. Once you have made the event, click the Event Ticket Types tab at the top of your event. 15

2. Then click the Add Event Ticket Type button 16

3. From there you need to fill in all the fields relevant Ticket name (e.g. members ticket, early bird ticket 20% discount, Supporters ticket, confirm attendance) Type your society code here. This is in your registration email from your coordinator and on the main society page DO NOT TICK LEAVE THESE BLANK Ticket price (if your event is free, leave this as 0.00 in both sections). DO NOT add a fee as this does not go to your account Where do you want your tickets to be available for purchase? Online Guild webpage, Offline to buy from Guild Reception or both DO NOT TICK LEAVE THESE BLANK When do you want your tickets to go on sale? When do you want your ticket sales to stop? If you are serving food it is worth closing ticket sales a few days before your event so you can tell caterers your no. of attendees Make sure this matches your venue/transport/max capacity For members tickets, limit this to 1. If your general ticket prices are a higher price than members, friends of members might ask members to buy it on their behalf, and the society could miss out on income Add any details associated with your ticket e.g. this ticket admits one member and you will receive a free drink on arrival, this ticket is non-refundable etc. If you want to have limitations on who can purchase the ticket to your event, type the name of the society/group here. You can set this to attendees of previous events, specific members of societies, or to just students. Contact your society coordinator if you need help with this, or view the next section about Event User Groups** Click Save ONCE SOMEONE HAS PURCHASED A TICKET, YOU CANNOT AMEND THE 17 TICKET AGAIN, SO TRIPLE CHECK EVERYTHING IS 100% ACCURATE BEFORE YOU SAVE!

Event User Groups These are useful if you would like to limit who can purchase tickets to your event. All you need to do is search for the respective User Group you want to be allowed to buy that type of ticket. Students Only User Groups If you only want University of Liverpool students to purchase your ticket add all of the following by typing them into the User Groups box: Confirmed Students Union Union Activated Students Union Union Students Union Union Students Waiting for University Email Access Union Union Volunteering Students Union Union Alumni Need to add all students Alumni details Society Specific Type the name of the Society/Membership User Group you want to attend (e.g. Current Members Mean Girls Appreciation Society Group ) Current Members--YOUR SOCIETY NAME--Group Administrators -- YOUR SOCIETY NAME--Group Alumni--YOUR SOCIETY NAME--Group University and Guild Staff Staff Union--Union 18

How to amend/view event tickets Edit ticket Delete tickets View ticket Date/time tickets are available You can also add an Event Questionnaire to your event ticket This can be used to ask attendees different questions associated to your event/shop e.g. if they have any food allergies, if they have any access issues, do they have any medical issues we need to be aware of? Etc. If using the event tickets as a shop, what size of merchandise do they want (S, M, L, XL etc.). 1. Just click the Ask Question button 2. Then just fill in the box with the relevant questions If you want to make it a compulsory question that needs to be answered when people buy tickets click here Type your question into the box here Make sure you select how you want your answer to be given. Use text box when you needs lots of detail Do you want the question to only be answered by specific ticket buyers? Add more than one question MAKE SURE YOU SAVE! 19

How do you check who has bought tickets? 1. Click the Booking Details tab. Names of attendees Total amount of tickets they bought Type of ticket they bought (e.g. general admittance, VIP, early bird etc.) Date they bought ticket Total tickets bought You can download the full details of ticket purchased onto a spreadsheet. This will include information about any questions you asked; it also makes it easier to total up your income. 2. When you download the booking details it automatically converts the data into an Excel spreadsheet, which looks like this: You can also view the total number of participants by clicking the User Groups tab of your event and clicking the [show count] links on each User Group If you want more detail, click the spyglass next to each User Group and it takes you to the booking details page (as above). 20

What happens when people buy a ticket to your event? When people buy a ticket to your event, they will receive an automated email to say they have bought a ticket. This comes directly from the Society email address listed under Configure email for outgoing mails for this group on the Society s main webpage. The email will look like this: They will also receive an event e-ticket, which looks like this On this e-ticket it states the name of the event, date and time. It also says the price they paid. Plus more details about the ticket, such as the answer they gave to the event questionnaire and any terms and conditions you might have listed (e.g. this is non-refundable). 21

Tickets Some societies will ask attendees to print the e-ticket off and bring it with them to hand in on the door on the night of their event they will ask attendees to show it on their mobile phone/other device. This is a great way for societies to save money as they do not need to pay for printing of their own tickets. Alternatively, why not print off the list of people attending the event and use it as a register when people arrive? How to send messages to people who are coming to the event. 1. Click Send Message then complete the relevant fields below. Use this to update participants about changes to your event. 22

Who do you want to send the email to? This is the subject that will appear in the email you will send to participants This is where you put the main body of your email message. You can copy and paste in images, add hyperlinks and amend how the email looks (font, size, bold etc.) When you click send, the email will go out to attendees and will look like this: 23

How do I create a News Article? It is part of the General Committee members HEAR Protocols to create an article on the Guild webpage. 1. From the Society s main page, click Content Management Articles then Add Then just add the content Title of the article/news page Then just fill the content on the blog/article/news document. If you want any images in it just copy and paste it in. Click and drag this tab to expand the content 24

A summary of your event This is how your image will look once you upload it Upload an image here for your article Chose how you would like this to be viewed Type in words that are associated with your article (e.g society name, name of event etc.) When do you want the article to able to be published? When do you want the article to stop being able to be viewed? Click if you want to save a draft 25