Introduction to Tendenci

1
Introduction to Tendenci
Increase Communication with
your Members and Clients
Schipul The Web Marketing Company Ph. (281) 497.
6567 Tf. [phone] Fx. (281)
497.1083 www.schipul.com
2
What well Cover

• What is Tendenci?
• How do I manage my site users?
• How do I manage my site content?
• How do I send Newsletters?

3
What is Tendenci?

• The software that
• powers your web site.

4
What does Tendenci do for me?

• Eases administrative tasks of managing a large,
  geographically dispersed organization
• Provides content management for the continual
  update of site information
• Streamlines event registration, payment, check-in
  and reporting (Event Marketing -
  http//www.schipul.com/doityourself/events/)

5
What does Tendenci do for me?

• Runs a job database to increase revenues and
  address member needs
• Sends professional newsletters to members and
  non-members selling your services and events
  (Email Marketing - http//www.schipul.com/doityou
  rself/email/)
• Provides usage and financial reports for site
  activity

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The number one benefit of using Tendenci

• Increased communication with your clients and
  members!

7
How do I log in?

• Log in box/link on front of site
• www.company.com/en
• Link to request forgotten passwords
• Link to register with the site

8
What is the Tendenci Console?

• Controls all administrative functions over the
  site
• All registered site Users have access to the
  console
• Options displayed depend on User security level
• 100 customizable to meet your needs
• Help File - http//www.tendenci.com/en/cms/?1524

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Users Module

• Any person who makes contact with
• you through the web site is a User.

10
Three basic levels of Users

• Non-interactive Users those visitors who have
  submitted a contact form
• Site Users those visitors who have registered
  with your site
• Site Admins those Users with administrative
  access
• Understanding User Levels - http//www.tendenci.co
  m/en/cms/?243

11
Non-interactive Users

• Generated by submitted contact forms or imported
  into database
• Not registered with the site
• Can view but not alter site content
• Receive newsletters

12
Site Users

• Registered with your site
• May or may not be a member of your organization
• Can manage their own account address, password,
  etc.
• Receive newsletters

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Site Users

• Can post items to the site
• Calendar Events
• Articles / Press Releases
• Jobs / Resumes
• Directory Listings
• All items must be approved by Site Admin see
  Site Constants

14
What do you mean by Record ownership?

• Site Users who add records events, articles,
  jobs, etc. are the owners of those records
• Owners can, and should, modify and delete their
  own records as needed
• Eases the burden on the site admin to keep all
  data current

15
How do I differentiate my Members?

• Site Users who are also members of your
  organization
• Different membership levels available i.e.
  student
• Special pricing options
• Match up with national database for consolidation
  of information (optional)

16
Site Admins

• Full site functionality
• Can send newsletters and emails
• Can manage User accounts and User Groups
• Can run reports on site activity
• Can edit page content
• Can create additional site Admins

17
What control does the Admin have over Site
reflexes?

• Most site reflexes can be changed through the
  admin screens
• Charging or not charging for jobs, resumes,
  directory listings
• Pricing options for different types of events
• Security access
• Site Reflexes - http//www.tendenci.com/en/help/s
  ite20reflexes

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How are Users added to the site?

• Submitting Contact Form
• Registering with site
• Joining organization online
• Added by Admin

19
Can I import an existinggroup of Users?

• Import Users utility allows you to upload a group
  of Users to the site
• Choose whether they are to be non-interactive
  (client/prospect database) or active site users
  (organization members or employees)
• Retrieve authentication string from Schipul
  before proceeding
• How to import a file - http//www.tendenci.com/en/
  cms/?246

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What are User Groups?

• Used to organize and categorize your Users
• Group by interest for sending targeted
  newsletters
• Group by referral source for tracking advertising
  effectiveness
• Creating a usergroup - http//www.tendenci.com/en/
  cms/?180

21
How do I add Users to User Groups?

• Users are automatically added to groups by
• checkboxes on the contact form
• checkboxes during site registration
• Users can add/remove themselves to/from groups
  through their User record

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How do I set up new User Groups?

• Checkboxes on contact form are set up during site
  development
• New groups can be added by site Admins
• Indicate whether Users can add/remove themselves
• Indicate which modules will use User Groups to
  organize their data

23
Can I add multiple Users to a User Group in one
shot?

• Bulk User utility allows you to add a range of
  existing Users to a User Group
• A User Group can be specified during Import Users
  utility

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Questions on Users?

• What questions can I answer?
• Help Files on Users - http//www.tendenci.com/en/
  cms/?180

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Content Manager

• Update your site content
• at any time!

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How do I edit my CMS pages?

• Click the Edit icon to get started
• Use the WYSIWYG interface to format
• Upload images
• Must be a Global Admin to access
• Edit CMS Page - http//www.tendenci.com/en/cms/?27
  6

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Can I add new pages to my site?

• Simple to expand your site
• New pages use same formatting
• Link from other pages
• Modify your navigation
• Adding pages to your site - http//www.tendenci.co
  m/en/cms/?292

28
Questions on Content Management?

• What questions can I answer?
• Help Files CMS - http//www.tendenci.com/en/help/
  content20management

29
Articles Module

• Post news and Information
• at any time!

30
How do I view Articles?

• Listed in reverse order of posting date
• Can be searched and categorized
• Featured Articles can show on your site home page
  contact Schipul to set this up
• Add articles - http//www.tendenci.com/en/cms/?260
  

2
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How do I add an Article?

• Articles can be added by all site Users
• Must be activated by Site Admin before appearing
  in listing.
• Can be categorized/subcategorized important for
  SEM
• Add contact info for easy follow-up
• Can upload documents/photos

32
What are Press Releases?

• Work just like Articles
• Can add a Release Date for timed release

33
Questions on Articles?

• What questions can I answer?
• Help Files on articles
• http//www.tendenci.com/en/help/articles

34
Events Module

• Items posted to your calendar are called Events.

35
How do I view Events?

• Multiple views of Events
• Calendar
• List
• Search
• Filter by Event Type

36
How does online registration for Events work?

• Its up to you!
• Registrants do not have to be registered with the
  site to sign up for an Event
• You can allow/disallow online registration and/or
  payment
• You can set registration deadlines

37
How does online registration for Events work?

• Registrants can download an ical file for direct
  import into Outlook calendar
• Registrants can receive email reminders of event
  and check their event list at any time

38
How do I enter manual Event Registrations?

• Register phoned or faxed registrations by
• Viewing Event and clicking Register (in yellow)
  or Register Someone Else
• Searching for User and using the Event Speed Reg
  http//www.tendenci.com/en/cms/?2156
• Register your walk-ins after the event for
  cleaner financials and better reports
• Register ppl - http//www.tendenci.com/en/cms/?227
  

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How do I control Event Pricing?

• Options controlled by Event Types
• Specific pricing for
• different events
• different member types (regular, student)
• different registration dates (early, late,
  walk-in)
• Control icon too

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How do I add Events?

• Can be done by all registered Site Users
• Must be activated by Site Admin before they
  appear.
• Multiple areas for input of Event details
• Ability to upload documents to Events (handouts,
  flyers, agendas)
• Add an event type - http//www.tendenci.com/en/cms
  /?270
• Add an event - http//www.tendenci.com/en/cms/?528

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What reports are available for Events?

• Access the Event and click the Console icon
  (looks like bar chart) or choose MANAGE EVENT
• Check-in roster and export options
• Template for generating nametags
• Accounting reports

42
Questions on Events?

• What questions can I answer?
• Help Files Events - http//www.tendenci.com/en/hel
  p/calendar20event20type

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Jobs Module
A valuable service and a money maker.
44
How do Jobsbenefit my members?

• Members can search for open positions within the
  industry
• Option for immediate email to Job contactor
  emailing the job listing to a friend
• Admin has the option of requiring login to view
  Jobs benefit of membership

45
How do Jobs benefit my organization?

• Increase your member base by providing a valuable
  service
• Increase visibility with companies who wish to
  post Jobs to the database
• Turn the Job database into a revenue stream by
  charging for Job listings

46
How do I add a Job?

• Jobs can be added by all site Users
• Must be activated by Site Admin before appearing
  in listing.
• Can set activation/expiration dates
• Use categories to refine search options for
  candidates
• Add a job - http//www.tendenci.com/en/cms/?1579

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How do I set up Job Pricing?

• Must set site variable to on or off and specify
  payment types allowed.
• Set pricing options based on
• Duration of posting
• Member status
• Premium options highlighted and top of job list
• Job Prices - http//www.tendenci.com/en/cms/?228
  

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What will the Job reports tell Me?

• vv

• Overall activity on the database
• Most popular Jobs viewed
• Financial reports are you making money?

49
What is the Resumes Module?

• Works just like the Job bank but in reverse
• Can require membership
• Can require payment

50
Questions on Jobs?

• What questions can I answer?

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Newsletters Module

• The best way to stay in front of your members and
  clients!
• Newsletters- http//www.schipul.com/doityourself/e
  mail/

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What are the Benefits of using Newsletters?

• Generate content automatically from other modules
• Easy editing/adding of content before sending
• Choose a User Group for targeted distribution
• Personalized template for more professional look

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How do I generate a Newsletter?

• Use Newsletter Generator from the Tendenci
  console
• Choose User Group and auto-content
• View/edit email content
• Agree to no-spam contract
• Send Newsletter!

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Got any tips?

• Newsletters started but not sent can be found in
  Pending Actions
• Send quick email by selecting no auto-content and
  adding your own text
• Use Bulk User utility to set up targeted
  marketing groups

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Questions on Newsletters?

• What questions can I answer?

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What are some of the other Tendenci features?

• Marketing reports
• Search Engine Marketing (SEM)
• RSS Feeds
• Check out the Tendenci Console!

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Thats a Wrap!
Thank you for coming. Maximize your
potential! And dont forget to check your
Tendenci Help files.