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A list of default email templates for the Clique Community. These can customised to suit the needs of the organisation. ______________ Email Template: Event Attendee Notification - Registered for an Event Hi [ToUser:FirstName] Thank you for confirming your attendance at our upcoming Community Event: [Event:Title]. You can change your response at any time by visiting the event page.
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Fill in the attached spreadsheet Use the reference numbers below as a guide and email IVT once complete The Search Directory module allows the public or members (1) to search your member database based on specific filters. Setup Company or Contact Mode (2) The Search Directory can be setup in one of two main ways, Company or Contact mode. If you are listing company memberships, the Company mode will be used.
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Template Shown = Record The detailed record displaying detailed information on the resource.
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Template Shown = Category List Items > Category Record List Items The list of records in the category list.
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To setup your contacts database, ASI need to have a collated list of all the fields that you have in your existing database, and any others you might want to add or change. Provide your wish list of fields A list of fields is needed for your companies database and your contacts database. We recommend no more than 50. The first step is for you to create a wish list that looks something like the following.
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Managing domain names can be a complicated business so we recommend that IVT take over technical control (but not ownership) of your existing domain on your behalf, allowing us to make the changes necessary to keep your site online. This will most likely involve a process called "re-delegation", which means that the domain will be linked to our servers so that we can perform updates to it as required.
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We normally stick to our preferred partners, however you may want to BYO designer. This is a guide for those designers! Process We have found this approach to be quite efficient. Here's a quick summary: A comprehensive design briefing takes place attended by delegates from all parties The designer prepares two initial homepage concepts ASI must approve these before the client sees them to ensure they are suitable for our platform Following client feedback/revision a final homepage design is approved (see Approval below) and in many cases signed off (see Sign Off below) so we can make a start on the build The designer then prepares the inner page designs (see What to Include below) Again, ASI must approve before the client sees them! Following client feedback/revision the complete final design is approved and signed off by the client Designer then provides final PSD or Sketch documents to ASI (see Handover below) What to include in the design A homepage design typically features the following elements: Header with logo, menu(s) incl drop menu, search, etc.
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Social Media Engagement Policy
Social Media Engagement Policy Participation in any of the IVT's social media sites is governed by this policy which is aimed at providing open and transparent guidelines for participants. We DO NOT moderate comments, replies, links, etc. However an item will be removed if it is considered to: Be abusive, off-topic, irrelevant, or use excessive foul language Include attacks including comments that celebrate the death or illness of any person, public figure or otherwise Contain racist, sexist, homophobic and other slurs Contain solicitations and/or advertising and/or are overt self promotion Be thread spamming (posting the same comment on multiple sites or groups) Be posted with the explicit intention of provoking other group participants or the staff of IVT Make claims that are false, misleading or exaggerated.
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Your project manager will provide you with data proformas for loading data into your new site. These were created as per the current field configuration documented, so shouldn't change moving forward unless the setup needs to be altered. companies.csv This file will contain one row for each organisation in your database. This includes any member organisations, and organisations that your contacts work for.
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ASI systems store all financial transaction in the Orders module. Each order contains the users billing details, shipping details, item details and transaction details. To achieve integration with your financial system, ASI can customise an export of the orders list to match the requirements of your financial software. The exported file contains details of each order item, along with billing details.
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In order to setup live transactions on your site, most payment gateways will require you to first have your bank account enabled for electronic transactions. To do this you need to set up what's called an eMerchant facility on your bank account. Get in contact with your bank and discuss the process for applying for an eMerchant facility. The bank will typically request you to complete numerous forms, and possibly provide a security deposit.
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Making the Warning & Reminder Emails Work for You
One of the many benefits of using Association Online and Nonprofit Online is the automated email function – particularly as it relates to membership renewals. You are probably aware that the system can automatically send up to: • Three reminder emails Pre-expiry: advising that they can now renew their soon-to-expire membership • Three reminder emails Post-expiry: advising that their membership has expired, but it is not too late to renew....
1st Aug 14
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IVT Announces Neil Evenden as General Manager
Neil Evenden is one of the most well known faces at IVT, having been with the company for many years as our National Business Development Manager. So it's our great pleasure to announce...
2nd Nov 12
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Once you have gone live you need to tell your contacts/members about your great new site! Prepare your launch email and let ASI know it's ready Typically we set sites to go live on Friday. If you leave the weekend for the domain name change to apply, you can safely send out a launch communication on Monday. This ensures that when everyone goes to your site they will see the new site, and not your old site.
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Membership Categories, Types and Pricing Options Each level of Membership in Association Online is configured as a Type. Membership Types are setup specifically to handle the membership period, prices, benefits, etc so that your membership database works as efficiently as possible. Membership Types are categorised on the front end of the site for easier navigation through the signup process. Each Membership Type can have multiple levels of pricing on it, these are referred to as Pricing Options.
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During the implementation of a project, ASI aims to empower staff to take charge of admin and marketing tasks via their website. Through customised training and the involvement in project implementation, staff should be ‘comfortable with the system’ before the go-live date. A typical project timetable includes training that covers: Topic Content After the session participants are equipped to: Approx.
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Use this list of training topics, outcomes and costs to get an idea of your training requirements. Please note that these figures assume training will be delivered using GoToMeeting (webinar style session not including travel time). An added bonus to this style of session is that in most cases we provide you with a recording of the session that you can use for future staff training*. Contact IVT for a specific quote and Purchase Agreement based on your requirements.
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Requirements For your implementation, ASI needs to know what kind of data you need to have imported into your system. For most clients data imports will be required for: Company records Contact/people records Membership records Some other possible data imports include: Secondary members (for organisational memberships) Historical event records Historical event registrations Historical CPD records (if option purchased) Formats The nominated data will need to be in a spreadsheet format to enable import.
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Responsive Website Content Guidelines
General Content Prioritize content. Focus on the main content first! What is the most important information on the page? This should be the first content that draws the user’s attention. Consider the hierarchy of the content in smaller viewports. Parallel content blocks on the desktop will be adjusted in size and stacked vertically on a mobile device. What is the order of the content that needs to displayed? Avoid information clutter.
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Landing Page - Mode = Search Mode
Template Shown = Search > Search Form The first page shown in the eKnowledge Repository is a search form. Placeholders Available: Link to add a record Search Form Keyword Search Field Category Selection Field Search Button Category List Search Term Cloud Most Popular Records List Most Recent Records List
Go to: First Page, Next Page, Last Page.