CUSTOMIZING YOUR CAMPAIGN WEBSITE€¦ · 4 : Campaign Webmaster Dashboard 5 : Our Story 5 : Add a Banner Image 5 : Change a Banner Image 5 : Delete a Banner Image 6 : Add or Edit

CUSTOMIZING YOUR

CAMPAIGN WEBSITEA Guide for Campaign Webmasters

3 : Logging On4 : Campaign Webmaster Dashboard5 : Our Story5 : Add a Banner Image5 : Change a Banner Image5 : Delete a Banner Image6 : Add or Edit Text8 : Blog8 : Add a New Blog Post10 : Edit a Blog Post10 : Manage Comments11 : Edit Comment Approval Sett ings12 : Events12 : Add a New Event13 : Add a Cover Image13 : Change a Cover Image13 : Delete a Cover Image 14 : Add a Banner Image14 : Change a Banner Image14 : Delete a Banner Image16 : Edit an Event17 : Photo Gal leries18 : Add a New Photo Gal lery19 : Edit a Photo Gal lery20 : Documents20 : Add a New Document22 : Sidebar22 : Show or Hide Sidebar Items22 : Reorder Sidebar Items23 : General Sett ings23 : Contact Information24 : Social Media24 : Help

TABLE OF

CONTENTS

3

LOGGING ON

To reset your password, click the

FORGOT PASSWORD? link. Enter the email

address assigned to your account and click the

SUBMIT button. You will receive an email with

instructions on how to reset your password.

Go to: http://cota.org/admin/

Username: Use the username provided

to you by COTA

Password: Use the password provided

to you by COTA

4

CAMPAIGN WEBMASTER DASHBOARD

OUR STORY – the main content on the home page

BLOG – manage all blog posts and submitted comments

EVENTS – manage all events

PHOTO GALLERIES – manage all photo galleries

DOCUMENTS – stores any documents you want to feature on your campaign website (file types include .jpg, .jpeg, .png, .gif, .txt, .docx, .doc, .pdf, .ppt and .xls)

SIDEBAR – controls what appears on the home page sidebar and the order in which each appears, including one upcoming event, one featured photo gallery and five of the most recent contributions

GENERAL SETTINGS - includes contact information and the social media accounts you wish to link to on your campaign website

HELP – download this full instructions document (PDF)

Throughout the dashboard pages, hover over any (?) icons you see for quick tips and information.

The Campaign Webmaster Dashboard is your hub for managing everything on your COTA campaign website, including:

At the bottom of the dashboard, the AT A GLANCE section reports the number of blog posts, photo galleries, comments and upcoming events on this Campaign Webmaster Dashboard, and the RECENT ACTIVITY section reports the five most recent updates. At any time, you can click the following links in the top right corner:

VIEW SITE – to view the public version of your campaign website

DASHBOARD – to return to the Campaign Webmaster Dashboard

PROFILE – to edit your Campaign Webmaster profile

LOG OUT – to log out of the Campaign Webmaster Dashboard

5

OUR STORY

This section will appear as the main content

on the home page. You can upload a banner

image of your COTA patient and use the text

box to tell their story, including the type of

transplant required and the financial goal.

ADD A BANNER IMAGEThis image will appear as the main image on the home page. Banner images can be any size, but a 2:1 ratio is recommended (for example: 1000px width by 500px height). 1. To add a banner image, click the Add Banner Image button.

2. The Image Library will appear. Click the Upload button to browse and upload a new image, or you can select an image that has already been uploaded.

3. Once you have an image selected, click the Insert button.

4. Click the Update button to save changes.

CHANGE A BANNER IMAGE1. To change a banner image, click the Change Banner Image button.

2. The Image Library will appear. Click the Upload button to browse and upload a new image, or you can select an image that has already been uploaded.

3. Once you have an image selected, click the Insert button.


DELETE A BANNER IMAGETo delete a banner image, click the Delete Banner link. Click the Update button to save changes.

6

OUR STORY (CONT’D)

ADD OR EDIT TEXTThis text will appear as the main text on the home page. Use this text box to tell your COTA patient’s story, including the type of transplant required and the financial goal. 1. Type text into the text box or edit existing text in the text box.

n Use the Edit and Format menus to edit and format the text the same way you would in a word processor.

n Use the Insert menu to insert media, an image or a link.

MEDIA: Insert a video by pasting the URL into the Source field (General tab) or by pasting in the embed code (Embed tab). Click the Ok button.

IMAGE: Insert an image one of two ways:

n Click the Search button in the Source field and browse the Image Library for an image that has already been uploaded, or you can upload a new one. Enter an Image Description (Please note: The Image Description is not a caption for the image. It is placed in the code as a description for the image and is used for Search Engine Optimization and Accessibility purposes. It will not appear on the campaign website unless the image fails to load and/or the user is visually-impaired.). Choose a Class (Align Left, Align Middle, Align Right or Full Width). Click the Ok button.

n Paste your image’s URL into the Source field. Enter an Image Description (Please note: The Image Description is not a caption for the image. It is placed in the code as a description for the image and is used for Search Engine Optimization and Accessibility purposes. It will not appear on the campaign website unless the image fails to load and/or the user is visually-impaired.). Choose a Class (Align Left, Align Middle, Align Right or Full Width). Click the Ok button.

n To change the alignment of an inserted image, select the image and change the alignment under Insert>Image>Class or Format>Formats.

7

OUR STORY (CONT’D)

LINK:

n Insert a hyperlink by pasting the URL into the URL field. Enter what text you want to display (Text to Display) and the title (Title) (Please note: The Title is placed in the code as a description for the link and is used for Search Engine Optimization purposes. It will not appear on the campaign website.). Select if you want the link to open in the existing window (Target>None) or in a new window (Target>New Window). Click the Ok button.

n You can also link to a document by clicking the Search button in the URL field and browsing the Document Library for a document that has already been uploaded, or you can upload a new one (file types include .jpg, .jpeg, .png, .gif, .txt, .docx, .doc, .pdf, .ppt and .xls). Select the document and click Insert. Enter what text you want to display (Text to Display) and the title (Title) (Please note: The Title is placed in the code as a description for the link and is used for Search Engine Optimization purposes. It will not appear on the campaign website.). Select if you want the link to open in the existing window (Target>None) or in a new window (Target>New Window). Click the Ok button.

n Use the Tools menu to view the source code.n Use the Galleries and Events menu to insert an existing photo gallery and/or event listing into the text box.


8

BLOG

ADD A NEW BLOG POST

1. To add a new blog post, click the Create New Post button in the top right corner or Add New Post in the sidebar.

n Date Published is the date that the blog post will be published to the Blog page. The default is the date that the blog post was created, but it can be changed to any date desired.

n Checking the box next to Featured Post means the post will be featured above the Updates section on the home page.

2. Type text into the Blog Title field and the text box.


n To search blog posts, use the Search field in the top right corner.

n To sort all the blog posts on the Blog dashboard, click the arrow buttons next to Title or Date.

n To edit a blog post, click the blog post’s title or the Edit icon.

n To view a blog post, click the View icon.

n To delete a blog post, click the Trash icon.

n To view deleted blog posts, click the View Trash link in the bottom right corner. You can edit and/or restore deleted blog posts. Click the View Current link in the bottom right corner to return to the Blog dashboard.

This section is where you can manage all blog posts and submitted comments. Blog posts will appear on the

home page under Updates as well as on the Blog page.

n At any time, you can return to the Blog dashboard by clicking the Blog button or All Posts button in the sidebar.

9

BLOG (CONT’D)

n Use the Insert menu to insert media, an image or a link.Media: Insert a video by pasting the URL into the Source field (General tab) or by pasting in the embed code (Embed tab). Click the Ok button.

Image: n Insert an image by clicking the Search button in the Source field and browsing the Image Library for an image that has already been uploaded, or you can upload a new one. Enter an Image Description (Please note: The Image Description is not a caption for the image. It is placed in the code as a description for the image and is used for Search Engine Optimization and

Accessibility purposes. It will not appear on the campaign website unless the image fails to load and/or the user is visually-impaired.). Choose a Class (Align Left, Align Middle, Align Right or Full Width). Click the Ok button.n To change the alignment of an inserted image, select the image and change the alignment under Insert>Image>Class or Format>Formats.

Link: n Insert a hyperlink by pasting the URL into the URL field. Enter what text you want to display (Text to Display) and the title (Title) (Please note: The Title is placed in the code as a description for the link and is used for Search Engine Optimization purposes. It will not appear on the campaign website.). Select if you want the link to open in the existing

window (Target>None) or in a new window (Target>New Window). Click the Ok button.


n Use the Tools menu to view the source code.n Use the Galleries and Events menu to insert an existing photo gallery and/or event listing into the text box.

10

BLOG (CONT’D)

3. Click the Publish button to save the blog post. The blog post will be published to the Blog page on the date chosen for Date Published.

EDIT A BLOG POST

1. To edit a blog post, click the blog post’s title or the Edit icon.2. Make all necessary changes. 3. You can also view or delete the blog post by clicking on the View or Delete links.4. Click the Update button to save changes.

MANAGE COMMENTS1. To manage comments, click the Comments button in the sidebar.

2. All submitted comments will appear on the Comments dashboard.

n To search the comments, use the Search field in the top right corner.

n To sort all the comments on the Comments dashboard, click the arrow buttons next to Title, Comment, Date or above the approval symbol column.

n signifies a comment has been approved. signifies a comment awaiting approval.

n Title is the blog post on which the comment was submitted and will appear if approved.

n Comment shows the submitted comment and name of the commenter.

n Date is the date on which the comment was submitted.

n Click the Manage icon to approve or not approve the comment.

n If you select Yes, Approve the Comment, the will change to , and the comment will appear on the blog post listed. Even after a comment has been approved, you can always click the Manage icon again and not approve the comment in order to remove it from the blog post listed as well as the Comments dashboard.

n If you select Do Not Approve the Comment, the comment will not appear on the blog post and will be removed from the Comments dashboard.

11

BLOG (CONT’D)

EDIT COMMENT APPROVAL SETTINGS

You can select to approve comments Manually or Automatically.

1. Click the General Settings button in the sidebar, then Contact Information, or click the Profile link in the top right corner.

Select Manually if you prefer that submitted comments are not posted on the campaign website without approval from the Campaign Webmaster. When a comment is submitted, the Campaign Webmaster will receive an email notification in which they will be able to manually approve or not approve the comment directly from the email.

Select Automatically if you prefer to have all submitted comments posted on the campaign website automatically without requiring approval from the Campaign Webmaster.


12

EVENTS

This section is where you can manage all events. Events will appear on the home page under Updates as well as on the Events page. An Upcoming Event can also appear in the home page sidebar if selected to be shown under Sidebar in the Campaign Webmaster Dashboard.

ADD A NEW EVENT1. To add a new event, click the Create New Event button in the top right corner or Add New Event in the sidebar.

n Date Published is the date that the event will be published to the Events page. The default is the date that the event was created, but it can be changed to any date desired. Please note: This is not the date of the actual event.

2. Type text into the Event Title field and all required fields as noted by an asterisk.

n To search events, use the Search field in the top right corner.

n To sort all the events on the Events dashboard, click the arrow buttons next to Title or Date.

n To edit an event, click the event title or the Edit icon.

n To see a Google Map of an event location, click the Location icon.

n To view an event, click the View icon.

n To delete an event, click the Trash icon.

n To view deleted events, click the View Trash link in the bottom right corner. You can edit, view the location and/or restore deleted events. Click the View Current link in the bottom right corner to return to the Events dashboard.

n At any time, you can return to the Events dashboard by clicking the Events button or All Events button in the sidebar.

13

EVENTS (CONT’D)

3. The Cover Image will be the square cover image for the event that appears in the Updates on the home page and on the Events page. (It will also appear in the sidebar if this event is selected to be shown as an Upcoming Event under Sidebar in the Campaign Webmaster Dashboard.) Please note: This image is required as noted by an asterisk.

ADD A COVER IMAGE

n To add a cover image, click the Add Cover Image button.

n The Image Library will appear. Click the Upload button to browse and upload a new image, or you can select an image that has already been uploaded.

n Once you have an image selected, click the Insert button.

CHANGE A COVER IMAGE

n To change a cover image, click the Change Cover Image button.



DELETE A COVER IMAGE

n To delete a cover image, click the Delete Image link.

14

EVENTS (CONT’D)

4. The Banner Image will appear as the main image for this event. Banner images can be any size, but a 2:1 ratio is recommended (for example: 1000px width by 500px height). Please note: This image is not required.

ADD A BANNER IMAGE

n To add a banner image, click the Add Banner Image button.



CHANGE A BANNER IMAGE

n To change a banner image, click the Change Banner Image button.



DELETE A BANNER IMAGETo delete a banner image, click the Delete Banner link.

15

EVENTS (CONT’D)

5. Type text into the text box to add further any description or details about the event not already shared in the event listing.


n Use the Insert menu to insert media, an image or a link.

Media: Insert a video by pasting the URL into the Source field (General tab) or by pasting in the embed code (Embed tab). Click the Ok button.

Image: Insert an image by clicking the Search button in the Source field and browsing the Image Library for an image that has already been uploaded, or you can upload a new one. Enter an Image Description (Please note: The Image Description is not a caption for the image. It is placed in the code as a description for the image and is used for Search Engine Optimization and Accessibility purposes. It will not appear on the campaign website unless the image fails to load and/or the user is visually-impaired.). Choose a Class (Align Left, Align Middle, Align Right or Full Width). Click the Ok button.

n To change the alignment of an inserted image, select the image and change the alignment under Insert>Image>Class or Format>Formats.

16

EVENTS (CONT’D)

Link: n Insert a hyperlink by pasting the URL into the URL field. Enter what text you want to display (Text to Display) and the title (Title) (Please note: The Title is placed in the code as a description for the link and is used for Search Engine Optimization purposes. It will not appear on the campaign website.). Select if you want the link to open in the existing window (Target>None) or in a new window

(Target>New Window). Click the Ok button.


n Use the Tools menu to view the source code.

n Use the Galleries and Events menu to insert an existing photo gallery and/or event listing into the text box.

6. Click the Publish button to save the event. The event will be published to the Events page on the date chosen for Date Published.

EDIT AN EVENT1. To edit an event, click the event title or the Edit icon.

2. Make all necessary changes.

3. You can also view or delete the event by clicking on the View or Delete links.


17

PHOTO GALLERIES

This section is where you can manage all photo galleries. Photo galleries will appear on the home page under

Updates as well as on the Photos page (organized as albums). A Featured Photo Gallery can also appear in the

home page sidebar if selected to be shown under Sidebar in the Campaign Webmaster Dashboard.

n At any time, you can return to the Photo Galleries dashboard by clicking the Photo Galleries button or All Galleries button in the sidebar.

n To search photo galleries, use the Search field in the top right corner.

n To sort all the photo galleries on the Photo Galleries dashboard, click the arrow buttons next to Title or Date.

n To edit a photo gallery, click the photo gallery title or the Edit icon.

n To view a photo gallery, click the View icon.

n To delete a photo gallery, click the Trash icon.

n To view deleted photo galleries, click the View Trash link in the bottom right corner. You can edit and/or restore deleted photo galleries. Click the View Current link in the bottom right corner to return to the Photo Galleries dashboard.

18

ADD A NEW PHOTO GALLERY

1. To add a new photo gallery, click the Create New Gallery button in the top right corner or Add New Gallery in the sidebar. 2. Type text into the Gallery Title field; it is required as noted by an asterisk.

n Date Published is the date that the photo gallery will be published to the Photos page. The default is the date that the photo gallery was created, but it can be changed to any date desired.

3. You can upload images, select photos that have already been uploaded to the Image Library or delete images in the photo gallery.

Upload Imagesn To upload images to the photo gallery, click the Upload button. n An Upload dialog box will appear. Click the Add files button to browse for image files or drag image files into the dialog box. (File types include .jpg, .jpeg, .png, .gif, .txt, .docx, .doc, .pdf, .ppt and .xls. The maximum size of each file is 10 MB.)n Once all files have been uploaded successfully to the dialog box, click the Upload button.

Select Imagesn To select photos that have already been uploaded to the Image Library, click the Image Library button. n The Image Library will appear. Select the image/s you want to insert, or you can click the Upload button to browse and upload new images.n Once all images are selected, click the Insert button.

Delete Imagesn To delete images in the photo gallery, click the Delete button in the bottom right corner of the photo itself.

PHOTO GALLERIES (CONT’D)

19

PHOTO GALLERIES (CONT’D)

4. Reorder the photos in the photo gallery by dragging and dropping them into the order in which you’d like them to appear. The square cover image for the photo gallery (which appears in the Updates on the home page and on the Photos page) will be whichever photo is listed first in the photo gallery; it will be signified by a yellow border around the photo. 5. Click the Publish Gallery button to save the photo gallery. The photo gallery will be published to the Photos page on the date chosen for Date Published.

EDIT A PHOTO GALLERY1. To edit a photo gallery, click the photo gallery title or the Edit icon.2. Make all necessary changes. 3. You can also view or delete the photo gallery by clicking on the View or Delete links.4. Click the Update button to save changes.

20

DOCUMENTS

This section is where you store any documents you want to feature on the campaign website. Documents can be

added to the Our Story section, blog posts and events. Document file types include .jpg, .jpeg, .png, .gif, .txt, .docx,

.doc, .pdf, .ppt and .xls.

To search documents, use the Search field in the top right corner. Please note: The Search feature simply searches document titles; it does not search for words within the documents themselves.

To sort all the documents on the Documents dashboard, click the arrow button next to Title.

To view a document, click the View icon.

To delete a document, click the Trash icon.

At any time, you can return to the Documents dashboard by clicking the Documents button in the sidebar.

ADD A NEW DOCUMENT

1. To add a new document, click the Add Document button in the top right corner.

2. An Upload dialog box will appear. Click the Add files button to browse for document files or drag document files into the dialog box. (File types include .jpg, .jpeg, .png, .gif, .txt, .docx, .doc, .pdf, .ppt and .xls. The maximum size of each file is 10 MB.)

3. Once the file/s have been uploaded successfully to the dialog box, click the Upload button.

21

DOCUMENTS (CONT’D)

4. After a document has been added to the Document Library, it can be added to the campaign website in the Our Story section, blog posts and/or events in their respective text boxes. It’s a good idea to add helpful documents to the campaign website for your visitors. Some examples include a registration form, an order form or a flyer for a restaurant night. Not only is the Document Library a great way to organize all your documents in one place, but it makes it simple to provide frequently used documents, forms and flyers to your campaign website’s visitors, featuring them in the Our Story section, blog posts and/or events for easy accessibility.

n Click the Insert menu and choose Link to insert a link to the document.

n Click the Search button in the URL field to browse the Document Library for the document.

n Select the document and click Insert.

n Enter what text you want to display (Text to Display) and the title (Title) (Please note: The Title is placed in the code as a description for the link and is used for Search Engine Optimization purposes. It will not appear on the campaign website.).

n Select if you want the link to open in the existing window (Target>None) or in a new window (Target>New Window).

n Click the Ok button.

22

SIDEBAR

This section controls what appears on the home page sidebar and in what order each appears, including one

upcoming event, one featured photo gallery and five of the most recent contributions.

SHOW OR HIDE SIDEBAR ITEMS1. Click the radio buttons next to Events, Galleries and Recent Contributions in order to Show or Hide each in the sidebar.

2. If you select Hide for all four items, skip to Step #4.

3. If you select Show for Events, Galleries and/or Recent Contributions, then:

n Click the dropdown menu next to Events to choose which event you want to appear as an Upcoming Event on the home page. You can choose a particular event by name or choose Show Most Current.

n Click the dropdown menu next to Galleries to choose which photo gallery you want to appear as the Featured Photo Gallery on the home page. You can choose a particular photo gallery by name or choose Show Most Current.

n Please note: Recent Contributions will show the five most recent contributions automatically. You do not need to do anything else.


REORDER SIDEBAR ITEMS1. To reorder Events, Galleries and/or Recent Contributions, drag and drop using the arrow buttons next to each section.

2. Press and hold down your mouse button to select the arrow of the item you want to move.

3. Drag it into the desired order and then drop it by releasing the mouse button. 4. Click the Update button to save changes.

23

GENERAL SETTINGS

This section includes contact information and the social media accounts you wish to link to on your campaign website.

CONTACT INFORMATION

The information on this page will be prepopulated by COTA when setting up the campaign website. All required fields are noted by an asterisk.

n The name, email address and phone number will appear at the bottom of the campaign website under Contact Information.

n The password is used

by the Campaign Webmaster to log in to the Campaign Webmaster Dashboard.

n You can select to approve comments Manually or Automatically.

n Select Manually if you prefer that submitted comments are not posted on the campaign website without approval from the Campaign Webmaster. When a comment is submitted, the Campaign Webmaster will receive an email notification in which they will be able to manually approve or not approve the comment directly from the email. (Submitted comments can also be found by navigating to Blog, then Comments in the Campaign Webmaster Dashboard.)

n Select Automatically if you prefer to have all submitted comments posted on the campaign website automatically without requiring approval from the Campaign Webmaster.

n If any changes are made, click the Update button to save changes.

24

GENERAL SETTINGS (CONT’D)

SOCIAL MEDIAThis section is where you can link to social media accounts, including Facebook, Twitter, Instagram, Pinterest, Snapchat and YouTube. Social media links will appear in the top right corner of the campaign website. For each social media account you wish to link to, copy and paste the URL into the applicable field. Simply leave URL fields blank if you don’t wish to link to them. Social media icons will not appear for any URL fields that are left blank. Click the Update button to save changes.

HELPThis section is where you can download this full instructions document (PDF) to guide you through the step-by-step process of updating your site.