Difference between revisions of "TCA 2015 New Site Features"

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(→‎Setting Up Pricing for Different Member Types)
(→‎Managing Discount Codes for Join Form)
 
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==Setting Up Pricing for Different Member Types==
 
==Setting Up Pricing for Different Member Types==
−
To edit pricing, login and click on ADMIN, Manage Add-Ons and then TCA 2015 Membership Application. <br />
+
To edit pricing, login and click on ADMIN, Manage Add-Ons and then TCA 2016 Membership Application. <br />
  
 
Next, click on the type of dues you are interested in: <br />
 
Next, click on the type of dues you are interested in: <br />
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Click on the dues level you want to edit, make changes and then click OK to save changes.
 
Click on the dues level you want to edit, make changes and then click OK to save changes.
 +
 +
==Setting Up Pricing for Different Division Types==
 +
 +
'''FOR HIRE CARRIERS''' <br />
 +
To edit pricing, login and click on ADMIN, Manage Add-Ons and then TCA 2016 Membership Application. <br />
 +
 +
Next, click on the type of dues you are interested in: <br />
 +
 +
*Dues Open Deck <br />
 +
*Dues Independent <br />
 +
*Dues Refrigerated <br />
 +
 +
Click on the dues level you want to edit, make changes and then click OK to save changes.
 +
 +
'''ASSOCIATE and SCHOOL CARRIERS''' <br />
 +
To edit pricing, login and click on ADMIN, Manage Add-Ons and then TCA 2015 Membership Application. <br />
 +
 +
Next, click on TCA Membership Types Rules and find the rule for the membership type and division. Open the record, change the amount and click OK to save.
 +
 +
==Managing Discount Codes for Join Form==
 +
You can give new members a discount on their dues, if, for example, they attended a meeting within 30 days of joining and you want to refund them the difference between member and non-member meeting prices.
 +
 +
To activate the discount screen on the join form, you will type in the required code in the ADMIN CODE field located after the Membership Type selection. When you put in the correct code, choose a carrier type and click CONTINUE, you will be taken to a screen where you can enter the dollar amount of the discount you want to provide. If someone enters the incorrect code or no code, they skip this screen and go directly to the first screen of the join form.
 +
 +
To set the ADMIN CODE:
 +
*Login and click ADMIN, MANAGE ADD-ONS, TCA 2016 MEMBERSHIP APPLICATION, TCA 2016 MEMBERSHIP APPLICATION SETTINGS.
 +
*In the JOIN FORM DISCOUNT tab you will see the JOIN FORM PASSWORD, where you will enter the code you wish to use for this feature.
 +
*Click OK to save changes.
 +
 +
==Creating Manual Invoices for Dues Items==
 +
To create a manual invoice, login and click on ADMIN, MANAGE ADD-ONS, ECOMMERECE, INVOICE MANAGER. <br />
 +
Next select the TOOLS tab and click on CREATE INVOICE. <br />
 +
 +
Here you will select the account, give the invoice a title (for internal use only), choose payment type, what to do if the credit card fails, and set a shipping charge (optional).  <br />
 +
You will also be able to include a custom message on the invoice when it is unpaid and after it is paid. <br />
 +
Finally you will select an item and quantity, or you can enter an item description and price for something not currently in the system. <br />
 +
Click CREATE INVOICE to generate the invoice.
 +
 +
'''MEMBERSHIP ITEM TYPES ARE:'''
 +
*For-Hire Carrier Membership
 +
*Private Fleet Membership
 +
*Associate Membership
 +
*School Membership
 +
 +
'''DIVISION TYPES ARE:'''
 +
*Refrigerated Division Membership
 +
*Open Deck Division Membership
 +
*Independent Contractor Division Membership
 +
 +
==Entering Payments when Payment is Less than Invoice Amount==
 +
'''If a member wants to pay the invoice with more than one payment, follow the instructions below:''' <br />
 +
#Create a deposit this month in INVOICE MANAGER, TOOLS, ENTER PAYMENTS.
 +
#Select the account and credit card or check as payment method.
 +
#Check the box for CREATE A DEPOSIT.
 +
#Enter the cc or check information and click PROCESS PAYMENT. '''DO NOT CLICK ON THE INVOICE.'''
 +
#Next month you will also create a deposit following the instructions above. Continue this process each month until your deposits equal the invoice amount.
 +
 +
'''When the amount of the deposits equals the invoice amount:''' <br />
 +
#When you go back to the enter payments screen for the account at INVOICE MANAGER, TOOLS, ENTER PAYMENTS, you will see an additional payment choice "Apply Deposits".
 +
#Check all the deposits, check the invoice and then click PROCESS PAYMENT.
  
 
==Uploading presentations from meeting sessions==
 
==Uploading presentations from meeting sessions==
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==Editing Content in the Left Side Box on the Page Tier Template==
 
==Editing Content in the Left Side Box on the Page Tier Template==
  
−
To add text to this block turn on EDIT and click on the paper/pencil icon. You can add text and images here; click OK to save changes. To specify whether it is page or section specific, turn on ADVANCED EDIT, click the Wrench, make your selection and click UPDATE to apply changes.
+
To add text to this block turn on EDIT and click on the paper/pencil icon. You can add text and images here; click OK to save changes. To specify whether it is page or section specific, put content in the top box for SECTION and put content in the bottom box if you want it to just apply to a specific page.
  
 
==Enabling Comments on Specific Pages==
 
==Enabling Comments on Specific Pages==
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*Force Login for Anonymous Comments
 
*Force Login for Anonymous Comments
  
−
==Editing the Slider in the Upper Right Box==
+
==Editing the Slider Images==
  
−
To update the slider, login and click on ADMIN > MANAGE ADD-ONS > TCA 2015 DESIGN > TCA HOME SLIDER. Click ADD to add new images or click on the paper/pencil icon next to one to edit it. <br />
+
The TCA Page Slider Addon is used on the home page to create an image slider effect. It does this using two types of data: Page Sliders and Page Slider Details. You will select which slider to use on the page by going to the page, logging in and clicking ADVANCED. Choose the slider you want to use from the drop down. Click SAVE to save changes.
  
 +
; TCA 2015 Page Slider Addon : The program that is placed on a page and creates the slider effect by 'playing' all the images (Page Slider Details) in a selected list (Page Sliders)
 +
 +
; TCA Page Sliders : This is the name given to a list of images that can be played by the TCA 2015 Page Slider Addon. You can add or modify Page Sliders from the /admin site by opening the Navigator on the left, Open "Manage Addons" by clicking the [+], Open "TCA 2015 Design", Click on the "TCA Page Slider" Link
 +
 +
; TCA Page Slider Details : Each Page Slider Detail is a single frame that displays on the TCA page Slider Addon. A Page Slider Detail can be 'assigned' to any of the Page Sliders configured on the site.
 +
 +
To update the slider, login and click on ADMIN > MANAGE ADD-ONS > TCA 2015 DESIGN > TCA PAGE SLIDER DETAIL. Click ADD to add new images or click on the paper/pencil icon next to one to edit it. <br />
 +
 +
PAGE SLIDER: Choose from the drop down list of available sliders (To add new sliders go to ADMIN > MANAGE ADD-ONS > TCA 2015 DESIGN > TCA PAGE SLIDER, click ADD and type in the name of the new slider. Click OK to save.) <br />
 
NAME: Record name <br />
 
NAME: Record name <br />
−
SLIDER IMAGE: The image that appears; should be 640 x 360. <br />
+
SLIDER IMAGE: The image that appears; should be 640 x 360; preferably a .png, or a .jpg <br />
 
SLIDER CAPTION: Text that appears under the image. <br />
 
SLIDER CAPTION: Text that appears under the image. <br />
 
SLIDER PAGE LINK: Drop down of all site pages available to link to. <br />
 
SLIDER PAGE LINK: Drop down of all site pages available to link to. <br />
 
SLIDER EXTERNAL LINK: If SLIDER PAGE LINK is set to none, this is the URL for the external link. <br />
 
SLIDER EXTERNAL LINK: If SLIDER PAGE LINK is set to none, this is the URL for the external link. <br />
−
SLIDER ORDER: The order in which the slide will appear.
+
SLIDER ORDER: The order in which the slide will appear. <br />
 +
 
 +
For example
 +
<blockquote>
 +
You might create a new list of images for the slider by adding a new [Page Slider] record called "My Home Page Slider Images". You might then go to [Page Slider Details] and add five new images, being careful to select "My Home Page Slider Images" for all five as you enter them. This creates a sequence of images that will be played when you select "My Home Page Slider Images" in the TCA Page Slider Addon.
 +
 
 +
During the December holiday Season, you might want to create another list of images to play on the home page. You could create a second [Page Slider] record called "Xmas Page Slider Images". You again add images to [Page Slider Details] and this time select "Xmas Page Slider Images" for each.
 +
 
 +
You now have two lists of images. During December, you could change the home page to place the "Xmas Page Slider Images", then in January just change it back to "My Home Page Slider Images".
 +
</blockquote>
  
 
==Page Templates Available==
 
==Page Templates Available==
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'''Page Template with One Picture''' <br />
 
'''Page Template with One Picture''' <br />
−
Same as Page Template with Slider but only displays one picture; the picture for this page is set up in the page record in the DISPLAY tab in the Page Image and Page Caption fields. <br />
+
Same as Page Template with Slider but only displays one picture; the picture for this page is set up in the page record in the DISPLAY tab in the Page Image and Page Caption fields. In the field "Page Image Link", if you enter a URL here, the picture will link to that page when you click on it. If not URL is entered, there will be no link capability from the picture on the page. Make sure you enter http:// in front of any link that will go to an external website. For links going to the TCA site, just type /page-name, where page-name is the name of the page you want to link to. <br />
 
[[File:TCA-TemplatewithonePic.png|450px]]
 
[[File:TCA-TemplatewithonePic.png|450px]]
  
 
==Meeting Surveys==
 
==Meeting Surveys==
  
−
By clicking on a meeting session, users can fill out a meeting survey after attending a meeting. Each survey is unique to a speaker and presentation. The user can choose a rating of 1-5, or N/A (1 lowest - 5 highest). All answers get added and averaged, N/A doesn't count against average. The compiled rating then saves to the session submission record, for inclusion in the library of speakers.
+
By clicking on a meeting session, users can fill out a meeting survey after attending a meeting. Each survey is unique to a speaker and presentation. The user can choose a rating of 1-10, or N/A (1 lowest - 10 highest). All answers get added and averaged, N/A doesn't count against average. The compiled rating then saves to the session submission record, for inclusion in the library of speakers.
  
 
To access filled out surveys, login and click on MANAGE ADD-ONS > TCA 2015 APPS > SESSION SUBMISSIONS SURVEY DETAILS. Click on one and in the Survey tab you will see details for that survey.
 
To access filled out surveys, login and click on MANAGE ADD-ONS > TCA 2015 APPS > SESSION SUBMISSIONS SURVEY DETAILS. Click on one and in the Survey tab you will see details for that survey.
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To set the background image that will display for the section, login and click EDIT. Next click the paper/pencil icon in the menu for the section you want to modify. Click the DISPLAY tab. Upload the image in the BACKGROUND IMAGE field. (720 x 480) Click OK to save changes.
 
To set the background image that will display for the section, login and click EDIT. Next click the paper/pencil icon in the menu for the section you want to modify. Click the DISPLAY tab. Upload the image in the BACKGROUND IMAGE field. (720 x 480) Click OK to save changes.
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 +
==Export Mailing List==
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 +
This custom report was created to enable TCA to export a new mailing list, by adding the people desired into the "Mailing List Export Group".  Since the list of people to be exported will probably change as this export is used, this custom report will include the people selected for the "Mailing List Export Group".  You can use this tool to remove people from a group, or add them from different groups.
 +
 +
'''To add people to the Mailing List Export Group, you can do it one at a time, or to use the Contact Manager, go to:'''
 +
 +
Admin Navigator
 +
> Manage Users
 +
>> Contact Manager
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 +
Click [New Search] (select the criteria for the people you want to add to the mail list -- like a group they are in now)
 +
 +
Click [Search]
 +
 +
If the results are correct, go to the bottom of the page, to Actions,
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Under Source Contacts, select "Everyone in the Search Results"
 +
 +
Under Perform Action, select "Add to Target Group"
 +
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In Target Group drop down, select "Mailing list Export Group"
 +
 +
Click [Apply]
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'''To export a mailing list, add the people to the group "Mailing List Export Group", then go to:'''
 +
 +
Admin Navigator
 +
> Reports
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>> click on Custom Reports
 +
 +
check the box next to "Export everyone in Mailing list Export Group" and click [Request Download]
 +
 +
The comma-delimited CSV file will be in the download manager in a few minutes.
 +
 +
'''To Download the Exported csv file go to:'''
 +
 +
Admin Navigator
 +
> Tools
 +
>> Download Manager
 +
(click refresh if the download is not ready yet)
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 +
==Adding/Editing Job Function or Departure Reason==
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 +
Job Function and Departure Reason are fields in the people record. To add new information to these drop downs, log in and click on ADMIN, MANAGE ADD-ONS, TCA Job History, Departure and Notes, and then select either TCA JOB FUNCTION or TCA DEPARTURE REASON. Click ADD to add a new one and then enter the name of the job function or departure reason. Click OK to save.
 +
 +
'''''NOTE: After you select a departure reason in the user record, the system removes the actual member from all groups and from the organization.'''''
 +
 +
==Viewing Job History==
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 +
To see the job history list, login and click on ADMIN, MANAGE ADD-ONS, TCA Job History, Departure and Notes, and then TCA JOB HISTORY. You will see a list of people who have a job listed in their people record and the organization name. If a person changes their job, a new record will be added in the TCA JOB HISTORY.
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==Exporting Data from People Records==
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*Login and click on ADMIN. Go to Manage Users, People
 +
*Once the people records are open on the left hand side you will see add filters.
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*Under add filters the in group(s) filters are listed.
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*Select the group you wish to export the email report from.
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*Scroll to the bottom of the filter column and click on EXPORT.
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*Then hit REQUEST DOWNLOAD.
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*Click on the Download Manager link to go to your download.
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 +
==Group Emails==
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To add a link in the email to the My Account page:
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*Login and click ADMIN, MANAGE EMAIL, GROUP EMAIL and open the email you want to edit.
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*Click in the body of the email and type To Manage Subscriptions, click here and then click the Manage Subscriptions tab.
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*Highlight this text and click on the HYPERLINK in the menu (3rd icon from right on top row).
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*Enter the URL https://truckload.org/my-account in the source field and click INSERT and then OK.
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*Click SAVE to save changes to the email. < br/>
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 +
To see a list of all emails that have unsubscribed from TCA emails, login and click ADMIN, MANAGE ADD-ONS, TCA 2015 ADD-ONS and then EMAIL UNSUBSCRIBE LOG. You will see the email addresses and dates/times each address clicked unsubscribe.
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==Merging Organizations==
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To merge two organizations into one record:
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*Login and click ADMIN, MANAGE ADD-ONS, ORGANIZATION MERGE TOOL, ORGANIZATION MERGE TOOL.
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*Click SETTINGS to determine which fields you want to change and click SAVE to save current settings.
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*Select the organization you want to keep in the Main Organization drop down.
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*Select the organization you want to merge in the Duplicate Organization drop down.
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*Click NEXT.
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*In the field "ACTION FOR FIELD VALUE", choose either KEEP CURRENT VALUE, USE MERGED CO. VALUE or USE MERGED CO. VALUE IF EMPTY.
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*Click PROCESS to complete the merger of the two organizations, which will change fields of the still active organization as specified and will make the merged organization record inactive.
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 +
==Marking Deceased and Retired Person Records==
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*Uncheck the Active Box
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*Replace their email address with the word “Deceased” or “Retired”
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*In the Departure Reason drop down select  either “Deceased” or No Longer with Company for “Retired”
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*Uncheck “Allow Group E-mails”

Latest revision as of 20:00, 12 October 2016

Setting Up Pricing for Different Member Types

To edit pricing, login and click on ADMIN, Manage Add-Ons and then TCA 2016 Membership Application.

Next, click on the type of dues you are interested in:

  • Dues Associate
  • Dues For Hire
  • Dues Private Fleet
  • Dues School

Click on the dues level you want to edit, make changes and then click OK to save changes.

Setting Up Pricing for Different Division Types

FOR HIRE CARRIERS
To edit pricing, login and click on ADMIN, Manage Add-Ons and then TCA 2016 Membership Application.

Next, click on the type of dues you are interested in:

  • Dues Open Deck
  • Dues Independent
  • Dues Refrigerated

Click on the dues level you want to edit, make changes and then click OK to save changes.

ASSOCIATE and SCHOOL CARRIERS
To edit pricing, login and click on ADMIN, Manage Add-Ons and then TCA 2015 Membership Application.

Next, click on TCA Membership Types Rules and find the rule for the membership type and division. Open the record, change the amount and click OK to save.

Managing Discount Codes for Join Form

You can give new members a discount on their dues, if, for example, they attended a meeting within 30 days of joining and you want to refund them the difference between member and non-member meeting prices.

To activate the discount screen on the join form, you will type in the required code in the ADMIN CODE field located after the Membership Type selection. When you put in the correct code, choose a carrier type and click CONTINUE, you will be taken to a screen where you can enter the dollar amount of the discount you want to provide. If someone enters the incorrect code or no code, they skip this screen and go directly to the first screen of the join form.

To set the ADMIN CODE:

  • Login and click ADMIN, MANAGE ADD-ONS, TCA 2016 MEMBERSHIP APPLICATION, TCA 2016 MEMBERSHIP APPLICATION SETTINGS.
  • In the JOIN FORM DISCOUNT tab you will see the JOIN FORM PASSWORD, where you will enter the code you wish to use for this feature.
  • Click OK to save changes.

Creating Manual Invoices for Dues Items

To create a manual invoice, login and click on ADMIN, MANAGE ADD-ONS, ECOMMERECE, INVOICE MANAGER.
Next select the TOOLS tab and click on CREATE INVOICE.

Here you will select the account, give the invoice a title (for internal use only), choose payment type, what to do if the credit card fails, and set a shipping charge (optional).
You will also be able to include a custom message on the invoice when it is unpaid and after it is paid.
Finally you will select an item and quantity, or you can enter an item description and price for something not currently in the system.
Click CREATE INVOICE to generate the invoice.

MEMBERSHIP ITEM TYPES ARE:

  • For-Hire Carrier Membership
  • Private Fleet Membership
  • Associate Membership
  • School Membership

DIVISION TYPES ARE:

  • Refrigerated Division Membership
  • Open Deck Division Membership
  • Independent Contractor Division Membership

Entering Payments when Payment is Less than Invoice Amount

If a member wants to pay the invoice with more than one payment, follow the instructions below:

  1. Create a deposit this month in INVOICE MANAGER, TOOLS, ENTER PAYMENTS.
  2. Select the account and credit card or check as payment method.
  3. Check the box for CREATE A DEPOSIT.
  4. Enter the cc or check information and click PROCESS PAYMENT. DO NOT CLICK ON THE INVOICE.
  5. Next month you will also create a deposit following the instructions above. Continue this process each month until your deposits equal the invoice amount.

When the amount of the deposits equals the invoice amount:

  1. When you go back to the enter payments screen for the account at INVOICE MANAGER, TOOLS, ENTER PAYMENTS, you will see an additional payment choice "Apply Deposits".
  2. Check all the deposits, check the invoice and then click PROCESS PAYMENT.

Uploading presentations from meeting sessions

To upload a presentation from a specific meeting session, login and click ADMIN, Manage Add-Ons, TCA 2015 Call for Presenters, and TCA Session Submissions.
Click on the paper/pencil icon next to a submission to upload the handout.
In the field Attachment Session File, click the BROWSE button to upload the presentation.
Click OK to save changes.
Users can download the presentations by going to the TCA Meetings Proceedings page and clicking on the meeting and then the session for the presentation they want to access.

Editing Content in the TOP BLOCK on the left top of the template

The information that appears in these blocks is set in the page content record in the TOP BLOCK TITLE, BLOCK BACKGROUND IMAGE, and Block Type (Document, Link or Video).

In the DISPLAY tab of the page record you will see the following fields:
TOP BLOCK TITLE: Appears in the title in the block at the top left of the page.
BLOCK BACKGROUND IMAGE: Appears as the image background in the block at the top left of the page. (480px x 120px)
BLOCK TYPE: Can select document, link, video or none. Will show an icon as specified.

On the pages with the template that includes this block, when you are in EDIT mode, there is a select list drop down that allows you to pick 2 pages from the child pages of the section that populate the two boxes. You can also choose to show content from the entire site by clicking the box next to “List all Site Pages”. Click SAVE to save your changes.

Editing Content in the FEATURED CONTENT Block

This content appears in the box directly below the Top Block box. On any page that has a template with this content included, turn on EDIT and you will see drop downs for left, center and right content in the boxes under FEATURED CONTENT. On this page, when you are in EDIT mode, there is a select list drop down that allows you to pick 3 pages from the child pages of the section that populate the three boxes. You can also choose to show content from the entire site by clicking the box next to “List all Site Pages”. Click SAVE to save your changes.

To change what displays in the boxes, go to the page and edit it as follows:

In the DISPLAY tab of the page record you will see the following fields:
FEATURED TITLE: Appears below the image in FEATURED CONTENT block.
FEATURED DESCRIPTION: Appears below the title in FEATURED CONTENT block.
FEATURED BACKGROUND IMAGE: Appears as image in FEATURED CONTENT block. (300 x 300)
FEATURE TYPE: Can select document, link, video or none. Will show an icon as specified.


PAGE IMAGE: Appears on the right top box of the page when the Page Template with One Picture template is selected for the page. (300 x 300)
PAGE CAPTION: Appears under the image in the right top box of the page when the Page Template with One Picture template is selected for the page.

Editing Content in the Left Side Box on the Page Tier Template

To add text to this block turn on EDIT and click on the paper/pencil icon. You can add text and images here; click OK to save changes. To specify whether it is page or section specific, put content in the top box for SECTION and put content in the bottom box if you want it to just apply to a specific page.

Enabling Comments on Specific Pages

To turn on the comments feature for a specific page, edit the page in the FEATURES tab. Check the box next to “Allow Comment Display”.

To modify settings for comments, login and click on ADMIN, MANAGE ADD-ONS, PAGE COMMENTS and then PAGE COMMENTS SETTINGS. Check the box next to any settings you want to enable. Available setting options are:

  • Comments Need to be Approved
  • Allow Anonymous Comments
  • Force Login for Anonymous Comments

Editing the Slider Images

The TCA Page Slider Addon is used on the home page to create an image slider effect. It does this using two types of data: Page Sliders and Page Slider Details. You will select which slider to use on the page by going to the page, logging in and clicking ADVANCED. Choose the slider you want to use from the drop down. Click SAVE to save changes.

TCA 2015 Page Slider Addon 
The program that is placed on a page and creates the slider effect by 'playing' all the images (Page Slider Details) in a selected list (Page Sliders)
TCA Page Sliders 
This is the name given to a list of images that can be played by the TCA 2015 Page Slider Addon. You can add or modify Page Sliders from the /admin site by opening the Navigator on the left, Open "Manage Addons" by clicking the [+], Open "TCA 2015 Design", Click on the "TCA Page Slider" Link
TCA Page Slider Details 
Each Page Slider Detail is a single frame that displays on the TCA page Slider Addon. A Page Slider Detail can be 'assigned' to any of the Page Sliders configured on the site.

To update the slider, login and click on ADMIN > MANAGE ADD-ONS > TCA 2015 DESIGN > TCA PAGE SLIDER DETAIL. Click ADD to add new images or click on the paper/pencil icon next to one to edit it.

PAGE SLIDER: Choose from the drop down list of available sliders (To add new sliders go to ADMIN > MANAGE ADD-ONS > TCA 2015 DESIGN > TCA PAGE SLIDER, click ADD and type in the name of the new slider. Click OK to save.)
NAME: Record name
SLIDER IMAGE: The image that appears; should be 640 x 360; preferably a .png, or a .jpg
SLIDER CAPTION: Text that appears under the image.
SLIDER PAGE LINK: Drop down of all site pages available to link to.
SLIDER EXTERNAL LINK: If SLIDER PAGE LINK is set to none, this is the URL for the external link.
SLIDER ORDER: The order in which the slide will appear.

For example

You might create a new list of images for the slider by adding a new [Page Slider] record called "My Home Page Slider Images". You might then go to [Page Slider Details] and add five new images, being careful to select "My Home Page Slider Images" for all five as you enter them. This creates a sequence of images that will be played when you select "My Home Page Slider Images" in the TCA Page Slider Addon.

During the December holiday Season, you might want to create another list of images to play on the home page. You could create a second [Page Slider] record called "Xmas Page Slider Images". You again add images to [Page Slider Details] and this time select "Xmas Page Slider Images" for each.

You now have two lists of images. During December, you could change the home page to place the "Xmas Page Slider Images", then in January just change it back to "My Home Page Slider Images".

Page Templates Available

Home Page
Includes Top Block Section, Featured Content, Slider, Content box and Twitter Feed.
TCA-HomePage.png


Page Template with Slider
Same as home page without the TWITTER feed.
TCA-TemplatewithSlider.png


Page Tier Template
Section menu on left and copy content on left; also includes page banner and content box.
TCA-TierTemplate.png


Page Tier Full Template
Include a copy content box only.
TCA-TierFull.png


Page Template with One Picture
Same as Page Template with Slider but only displays one picture; the picture for this page is set up in the page record in the DISPLAY tab in the Page Image and Page Caption fields. In the field "Page Image Link", if you enter a URL here, the picture will link to that page when you click on it. If not URL is entered, there will be no link capability from the picture on the page. Make sure you enter http:// in front of any link that will go to an external website. For links going to the TCA site, just type /page-name, where page-name is the name of the page you want to link to.
TCA-TemplatewithonePic.png

Meeting Surveys

By clicking on a meeting session, users can fill out a meeting survey after attending a meeting. Each survey is unique to a speaker and presentation. The user can choose a rating of 1-10, or N/A (1 lowest - 10 highest). All answers get added and averaged, N/A doesn't count against average. The compiled rating then saves to the session submission record, for inclusion in the library of speakers.

To access filled out surveys, login and click on MANAGE ADD-ONS > TCA 2015 APPS > SESSION SUBMISSIONS SURVEY DETAILS. Click on one and in the Survey tab you will see details for that survey.

Notes from TCA on Account Setup

Set up membership bills to automatically be sent 90 days before expiration of account and set to bill and fulfill on payment. (We set this up in MANAGE ADD-ONS > ECOMMERCE > ECOMMERCE SETTINGS in the Details tab in the field “Prebill Days for Billing Accounts”.)

Each membership type will be placed in a different group. (We set this up in MANAGE ADD-ONS > MEMBERSHIP MANAGER > MEMBERSHIP MANAGER. Go to the Membership Types tab and click on a type. Under the Membership tab, the field Group is set for each membership type.)

Members will have 120 days grace period where they are still recognized as a member but do not get any member privileges. (We set this up in MANAGE ADD-ONS > MEMBERSHIP MANAGER > MEMBERSHIP MANAGER. Go to the Settings tab; we entered 120 in the field “Membership Cancellation Grace Period”.)

In order to see all custom reports for TCA in Membership Manager, in the Membership Manager Settings, click on the REPORTS tab, check the box next to "Show Membership Manager Custom Reports" and in the field "Membership Manager Custom Reports Add-on, select "TCA Membership Manager Custom Reports" from the drop down.

Setting the Section Background Image

To set the background image that will display for the section, login and click EDIT. Next click the paper/pencil icon in the menu for the section you want to modify. Click the DISPLAY tab. Upload the image in the BACKGROUND IMAGE field. (720 x 480) Click OK to save changes.

Export Mailing List

This custom report was created to enable TCA to export a new mailing list, by adding the people desired into the "Mailing List Export Group". Since the list of people to be exported will probably change as this export is used, this custom report will include the people selected for the "Mailing List Export Group". You can use this tool to remove people from a group, or add them from different groups.

To add people to the Mailing List Export Group, you can do it one at a time, or to use the Contact Manager, go to:

Admin Navigator > Manage Users >> Contact Manager

Click [New Search] (select the criteria for the people you want to add to the mail list -- like a group they are in now)

Click [Search]

If the results are correct, go to the bottom of the page, to Actions,

Under Source Contacts, select "Everyone in the Search Results"

Under Perform Action, select "Add to Target Group"

In Target Group drop down, select "Mailing list Export Group"

Click [Apply]

To export a mailing list, add the people to the group "Mailing List Export Group", then go to:

Admin Navigator > Reports >> click on Custom Reports

check the box next to "Export everyone in Mailing list Export Group" and click [Request Download]

The comma-delimited CSV file will be in the download manager in a few minutes.

To Download the Exported csv file go to:

Admin Navigator > Tools >> Download Manager (click refresh if the download is not ready yet)

Adding/Editing Job Function or Departure Reason

Job Function and Departure Reason are fields in the people record. To add new information to these drop downs, log in and click on ADMIN, MANAGE ADD-ONS, TCA Job History, Departure and Notes, and then select either TCA JOB FUNCTION or TCA DEPARTURE REASON. Click ADD to add a new one and then enter the name of the job function or departure reason. Click OK to save.

NOTE: After you select a departure reason in the user record, the system removes the actual member from all groups and from the organization.

Viewing Job History

To see the job history list, login and click on ADMIN, MANAGE ADD-ONS, TCA Job History, Departure and Notes, and then TCA JOB HISTORY. You will see a list of people who have a job listed in their people record and the organization name. If a person changes their job, a new record will be added in the TCA JOB HISTORY.

Exporting Data from People Records

  • Login and click on ADMIN. Go to Manage Users, People
  • Once the people records are open on the left hand side you will see add filters.
  • Under add filters the in group(s) filters are listed.
  • Select the group you wish to export the email report from.
  • Scroll to the bottom of the filter column and click on EXPORT.
  • Then hit REQUEST DOWNLOAD.
  • Click on the Download Manager link to go to your download.

Group Emails

To add a link in the email to the My Account page:

  • Login and click ADMIN, MANAGE EMAIL, GROUP EMAIL and open the email you want to edit.
  • Click in the body of the email and type To Manage Subscriptions, click here and then click the Manage Subscriptions tab.
  • Highlight this text and click on the HYPERLINK in the menu (3rd icon from right on top row).
  • Enter the URL https://truckload.org/my-account in the source field and click INSERT and then OK.
  • Click SAVE to save changes to the email. < br/>

To see a list of all emails that have unsubscribed from TCA emails, login and click ADMIN, MANAGE ADD-ONS, TCA 2015 ADD-ONS and then EMAIL UNSUBSCRIBE LOG. You will see the email addresses and dates/times each address clicked unsubscribe.

Merging Organizations

To merge two organizations into one record:

  • Login and click ADMIN, MANAGE ADD-ONS, ORGANIZATION MERGE TOOL, ORGANIZATION MERGE TOOL.
  • Click SETTINGS to determine which fields you want to change and click SAVE to save current settings.
  • Select the organization you want to keep in the Main Organization drop down.
  • Select the organization you want to merge in the Duplicate Organization drop down.
  • Click NEXT.
  • In the field "ACTION FOR FIELD VALUE", choose either KEEP CURRENT VALUE, USE MERGED CO. VALUE or USE MERGED CO. VALUE IF EMPTY.
  • Click PROCESS to complete the merger of the two organizations, which will change fields of the still active organization as specified and will make the merged organization record inactive.

Marking Deceased and Retired Person Records

  • Uncheck the Active Box
  • Replace their email address with the word “Deceased” or “Retired”
  • In the Departure Reason drop down select either “Deceased” or No Longer with Company for “Retired”
  • Uncheck “Allow Group E-mails”
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