Difference between revisions of "Groups"

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(Create a Group)
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==Create a Group==
 
==Create a Group==
 
#Click '''Groups''' in the left-hand menu.
 
#Click '''Groups''' in the left-hand menu.
#Click '''Create a Group''' on the '''Home''' tab.
 
 
#:[[File:Communication.1.057.1.jpg]]
 
#:[[File:Communication.1.057.1.jpg]]
#:'''Figure: Create a group'''
+
#Click '''Create a Group''' on the '''Home''' tab.
#Complete the Create a New Group fields for this new group.
+
 
#:[[File:Communication.1.057.2.jpg]]
 
#:[[File:Communication.1.057.2.jpg]]
#:'''Figure: "Create a New Group" fields–tabbed view'''
+
#Complete the following settings:
 +
#*'''Group Name''': Enter a name for the new group.
 +
#*'''Group Type''': Select a group type from the drop-down list.
 +
#*'''Status''':  Select '''Enabled''' from the drop down list.
 +
#*'''Description''' Enter an optional description of the new group.
 
#Click '''Save.'''
 
#Click '''Save.'''
 
#Click the '''Group Name''' of the new group on the '''Home''' tab.
 
#Click the '''Group Name''' of the new group on the '''Home''' tab.
#Click the '''General''' tab. Make sure the settings are correct.
+
#Click the '''General''' tab.  
#:[[File:Communication.1.057.3.jpg|framed|none|Group Options and Settings]]
+
#:[[File:New Group.JPG|center]]
##When selected, this roster list will be shown as a group/interest that may be searched by members in the Member Information Center.
+
#Configure the following settings as desired:
##When selected, members will have opportunity to join/leave this group/interest on their own in the Member Information Center. The selection of Group Participant list or Rep Interest list determines where the selection will take place – under Groups or under Interests. Interests.
+
#*'''Member Options'''
##This option allows the group to be contacted through the Member Information Center Message Center
+
#::'''Allow members to view/search this group in Member Information Center''' - When selected, this roster list will be shown as a group/interest that may be searched by members in the Member Information Center.
##When selected, this group will display on your website in the Groups public module available at <nowiki>http://yoursubdomain.yourdomain.com/groups.</nowiki>
+
#::'''Allow members to join/leave this group within the Member Information Center.''' - When selected, members will have opportunity to join/leave this group/interest on their own in the Member Information Center. The selection of Group Participant list or Rep Interest list determines where the selection will take place – under Groups or under Interests. Interests.
##:*Click '''Public Display Settings''' to modify how the group is displayed
+
#*'''Public Options'''
##When selected, this group will appear on your public website at the suggested URL where the public may add themselves to the group. Often used for consumers to subscribe to (join) your mailing lists.
+
#::''' Allow the public to view this group roster at /groups/GroupRoster/young-professionals-4''' - When selected, this group will display on your website in the Groups public module. Click '''Public Display Settings''' to modify how the group is displayed.
##When selected, this group name will be displayed on the email subscription opt-in/out page
+
#::'''Allow the public to join/leave this group at /communication''' - When selected, this group will appear on your public website at the suggested URL where the public may add themselves to the group. This is often used for consumers to subscribe to (join) your mailing lists.
##When selected, this group cannot be unsubscribed from
+
#*'''Additional Options:'''
##When selected, this group will be accessible through the community app (when purchased)
+
#::''' Display this group name on the Email Subscriptions opt-in/out page''' - This selection will ensure that the name of the group is displayed on the resulting opt-in/out page that uniquely displays for a recipient of an email when they click the Unsubscribe link in the bottom of their email.
#Click the '''Roster''' tab.
+
#::'''Disable ability to opt-out from this groups' emails. (also overrides prior email opt-outs)''' - When selected, this group cannot be unsubscribed from. Select this checkbox to make sure your board members or other committee members don't accidentally unsubscribe themselves from your group.  Use only on rare occasions when you know your subscribers have agreed to this email relationship with you.
#Click one or more of the Add Group Members selections to add members to your group.
+
#::''' Display this group in "about" section of "Community App". (app required)''' - When selected, this group will be accessible through the community app (when purchased).
#Continue adding representatives to your group using the '''Add Group Members''' selections until your group is complete.
+
#Click '''Save'''.
  
 
==Help Documentation==
 
==Help Documentation==

Revision as of 11:46, 13 October 2017

Getting Started

If you are just getting started with Groups, watch this overview video. Otherwise, just scroll down for FAQ, Common Tasks, and this section's Help Documentation.


FAQ's

How do I create a group fee item?

How do I add my Board of Directors to my website?

Create a Group

  1. Click Groups in the left-hand menu.
    Communication.1.057.1.jpg
  2. Click Create a Group on the Home tab.
    Communication.1.057.2.jpg
  3. Complete the following settings:
    • Group Name: Enter a name for the new group.
    • Group Type: Select a group type from the drop-down list.
    • Status: Select Enabled from the drop down list.
    • Description Enter an optional description of the new group.
  4. Click Save.
  5. Click the Group Name of the new group on the Home tab.
  6. Click the General tab.
    New Group.JPG
  7. Configure the following settings as desired:
    • Member Options
    Allow members to view/search this group in Member Information Center - When selected, this roster list will be shown as a group/interest that may be searched by members in the Member Information Center.
    Allow members to join/leave this group within the Member Information Center. - When selected, members will have opportunity to join/leave this group/interest on their own in the Member Information Center. The selection of Group Participant list or Rep Interest list determines where the selection will take place – under Groups or under Interests. Interests.
    • Public Options
    Allow the public to view this group roster at /groups/GroupRoster/young-professionals-4 - When selected, this group will display on your website in the Groups public module. Click Public Display Settings to modify how the group is displayed.
    Allow the public to join/leave this group at /communication - When selected, this group will appear on your public website at the suggested URL where the public may add themselves to the group. This is often used for consumers to subscribe to (join) your mailing lists.
    • Additional Options:
    Display this group name on the Email Subscriptions opt-in/out page - This selection will ensure that the name of the group is displayed on the resulting opt-in/out page that uniquely displays for a recipient of an email when they click the Unsubscribe link in the bottom of their email.
    Disable ability to opt-out from this groups' emails. (also overrides prior email opt-outs) - When selected, this group cannot be unsubscribed from. Select this checkbox to make sure your board members or other committee members don't accidentally unsubscribe themselves from your group. Use only on rare occasions when you know your subscribers have agreed to this email relationship with you.
    Display this group in "about" section of "Community App". (app required) - When selected, this group will be accessible through the community app (when purchased).
  8. Click Save.

Help Documentation

Browse the Groups Table of Contents