Difference between revisions of "TCA 2015 New Site Features"

Revision as of 14:54, 3 August 2015

Setting Up Pricing for Different Member Types

To edit pricing, login and click on ADMIN, Manage Add-Ons and then TCA 2015 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.

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, turn on ADVANCED EDIT, click the Wrench, make your selection and click UPDATE to apply changes.

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.

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.

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".

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.
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.

Page Templates Available

Home Page
Includes Top Block Section, Featured Content, Slider, Content box and Twitter Feed.

Page Template with Slider
Same as home page without the TWITTER feed.



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

Page Tier Full Template
Include a copy content box only.

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.

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.

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.