Getting Started With Your Organization Website

One of the features of the Membership Dashboard is a dedicated Organization Website similar to the Event Website. This article will go over the process of setting up your Organization Website.

Accessing the Organization Website

The Organization Website can be easily accessed from the Membership Dashboard.

  1. From the Membership Dashboard, navigate to Organization Portals > Organization Website

We recommend that you visit the Organization Website whenever you make a change to ensure that the change reflects on the Website.

Creating Pages in the Organization Website

By default, the following pages are available in the Organization Website:

  • Home - The Homepage for your organization website
  • Events - This page will display the list of events created in your organization
  • Signup - The Signup page is where users can join your organization as members

To Create Pages

  1. From the Membership Dashboard, navigate to Website > Pages
  2. Above the Pages table, select Create
    1. Under the Name field, enter a name for your page.
    2. Under the URL Extension field, enter your URL Extension.
    3. Under the External Link field, enter a link to an external page if you would like this page to lead to an external website.
    4. Under the Sub-Pages field, enter any pages to appear under this page. Please note, sections cannot appear in a Page with Sub-Pages. This means that there can be no content if this field is utilized.
    5. Toggle on the Set as Home Page checkbox if you would like to set your created page as the new home page. If set, visiting the Organization Website will open this page.
    6. Toggle on the Hide Page checkbox if you would like to keep the page hidden
    7. Toggle on the Member Only checkbox if you would like to restrict access to only users who have logged into the site. If a user is not logged in, the page will be hidden from their view.
  3. Select Save Changes

To Delete Pages

  1. From the Membership Dashboard, navigate to Website > Pages
  2. Select the checkbox of the page you wish to delete
  3. Above the Pages table, select Actions > Delete
  4. Select Confirm

To Reorder Pages

  1. From the Membership Dashboard, navigate to Website > Pages
  2. Above the Pages table, select Actions > Re-Order
  3. Click and Drag the pages to your desired order
  4. Select Save

To View Pages

Event organizers can use the Event Dashboard to quickly access their desired page.

  1. From the Membership Dashboard, navigate to Website > Pages
  2. Select the checkbox of the page you wish to delete
  3. Above the Pages table, select Actions > View Page

Creating Sections in the Organization Website

By default, the following sections are available in the Organization Website:

  • Home Carousel - This is part of the Home Page. The Home Carousel section is primarily the background image of your organization’s home page. You can use this section to upload an image or single color as the backdrop for your Organization Website.
  • Home Events Information - This is part of the Home Page. This section will contain information for all upcoming events
  • Next Event - This is part of the Events Page. This section will display information on the next upcoming event.
  • Events Carousel - This is part of the Events Page. This section will display information on all upcoming events.
  • Signup - This is part of the Signup Page. This section will contain the sign up process where users can join your organization.

To Create Sections

  1. From the Membership Dashboard, navigate to Website > Sections
  2. Above the Sections table, select Create
    1. Under the Name field, enter the name for your section.
    2. Under the Page field, select a page to associate this section to.
    3. Under the Custom Style field, enter any custom CSS styling you wish to include.
    4. Under the Custom Content field, enter the text and/or images you wish to display
    5. Toggle on the Hide Section field, if you wish to hide the section in the Organization Website.
    6. Under the Background Image field, select Choose File to upload a background image for your section.
    7. Under the Background Color field, select a color if you would like to change the default color of your section.
  3. Select Save Changes

To Delete Sections

  1. From the Membership Dashboard, navigate to Website > Sections
  2. Select the checkbox of the section you wish to delete
  3. Above the Sections table, select Actions > Delete
  4. Select Confirm

To Reorder Sections

  1. From the Membership Dashboard, navigate to Website > Sections
  2. Above the Sections table, select Actions > Re-Order
  3. Click and Drag the sections to your desired order
  4. Select Save

To View Sections

Event organizers can use the Event Dashboard to quickly access their desired sections.

  1. From the Membership Dashboard, navigate to Website > Sections
  2. Select the checkbox of the page you wish to delete
  3. Above the Pages table, select Actions > View Section

Customizing Settings in the Organization Website

There are many settings that impact the Organization Website in the Membership Dashboard.

Primarily, the settings will reside under General > Settings and Website > Settings.

Customizing Settings in the General Page

To access the settings under the General page:

  1. From the Membership Dashboard, navigate to General > Settings

Please note that not every setting will affect the Organization Website.

General Settings

Custom URL Extension - Set a custom URL extension under this field. If left blank, the organization code will be the URL extension. Please note, it is recommended to not change the Custom URL Extension more than once because

Organization Display Name - This field can be used to edit the name of the Organization in the Organization Website and Portals. If blank, the name of your account will be what appears.

Contact Email - Enter an email for members to contact your organization. If configured, the email will appear in the footer of the Organization Website.

Organization Description - Entering a description under this field will have it appear next to the Event Logo.

Color - This field will change the color scheme of the Organization Website.

Timezone - This field will contain the timezone for your organization website and member portal. Any date and time will be reflected on the timezone set in this field.

Organization Logo - Any Organization Logos uploaded in this field will appear under the Organization Display Name in the Organization Website.

White Organization Logo - Any White Organization Logos uploaded in this field will appear in the footer of the Organization Website on the bottom right corner.

Organization Banner - Any Organization Banner uploaded in this field will appear in the footer of the Member Portal. This setting will not impact the Organization Website.

Disable Accessibility Widget in Websites and Portals - Toggle on this checkbox to disable the accessibility widget. This will prevent the widget from appearing in the Organization Website and Member Portal.

Social Media Links

Social Media Links are a great way to share your social media pages with members. All social media links will appear in the footer of the Organization Website.

Facebook Link - Enter an URL to your Facebook page under this field.

LinkedIn Link - Enter an URL to your LinkedIn page under this field.

X (formerly Twitter) Username - Enter your Twitter username under this field. When members click on X’s icon, they will be taken to the page.

Customizing Settings in the Website Page

To access the settings under the setting page:

  1. From the Membership Dashboard, navigate to Website > Settings

Design

Login Image - Enter an image here that will appear in the login page for the Member Portal. Please note, this will not appear in the Event Website.

Custom CSS - Enter any custom css you would like to include for the Organization Website under this field.

General Settings

Website Enabled - Toggle this setting off to disable access to the Organization Website.

Hide Organization Logo - Select this option to hide your White Organization Logo from the Organization Website

Hide Website Header - Toggle this setting on to remove the Header from the Organization Website.

Hide Website Footer - Toggle this setting on to remove the Footer from the Organization Website.

Custom Script

Facebook Tracking ID - Enter the Tracking ID for Facebook under this field.

Google Analytics Tracking ID - Enter the Tracking ID for Google Analytics under this field.

Custom Script - Enter any custom scripts you would like to include for the Organization Website under this field. This is typically used for third party analytics software to track attendee engagement.

Theme

Primary Color - Enter a hex code of your desired color to change the primary color in the Organization Website. Entering a color in this field will override the color set under General > Settings.

Secondary Color - Enter a hex code of your desired color to change the secondary color in the Organization Website.

Text Color - Enter a hex code of your desired color to change the text color in the Organization Website. This will change the color of text in the Organization Website.

Contrast Text Color - Enter a hex code of your desired color to change the text color in the Organization Website. This will change the color of header, footer, and title text in the Organization Website.

Subtitle Color - Enter a hex code of your desired color to change the subtitle color in the Organization Website. This will change the color of miscellaneous text in your Organization Website such as the supporting information under the Event details and text around your search bar.

Font Size Size (Small) - Enter a numerical value under this field to edit the size of your small text.

Font Size (Medium) - Enter a numerical value under this field to edit the size of your medium text.

Font Size (Large) - Enter a numerical value under this field to edit the size of your large text.

Font Size (Title) - Enter a numerical value under this field to edit the size of your title text

Font Size (Subtitle) - Enter a numerical value under this field to edit the size of your subtitle text.

Surface Color - Enter a hex code of your desired color to change the surface color in the Organization Website.

Background Color - Enter a hex code of your desired color to change the background color in the Organization Website.

Border Color - Enter a hex code of your desired color to change the surface color in the Organization Website. This will change the color of the borders around your text fields.

Border Radius - Enter a numerical value under this field to edit the curvature of radius border radius in the Organization Website. Please note that adding px after the number is required for this to work.

Small Border Radius - Enter a numerical value under this field to edit the curvature of the small border radius in your organization website. Please note that adding px after the number is required for this to work.

Customizing Events in the Organization Website

The Organization Website comes with an events page for Members to view all upcoming events created by the organization. The nearest upcoming event will be displayed at the top of the page. Clicking on the Register Now button will take you to the event website’s registration page where you can sign up for the event.

The Events page has a search bar which can be used to find events as well as a filter option which can be used to find events with similar topics, formats, and credits.

Adding Topics

  1. From the Membership Dashboard, navigate to Events > Topics
  2. Above the Topics table, select Create
  3. Under the Name field, enter the name of the topic
  4. Toggle on the Show Topic field, to display the topic in the Organization Website
  5. Select Save Changes

Adding Formats

  1. From the Membership Dashboard, navigate to Events > Formats
  2. Above the Formats table, select Create
  3. Under the Name field, enter the name of the format
  4. Toggle on the Show Format field, to display the format in the Organization Website
  5. Select Save Changes

Assigning Topics, Formats, and Credits for Events

Once the Topics and Formats have been created in the Membership Dashboard, they can now be assigned to events on an individual basis. Multiple topics and formats can be assigned to a single event.

  1. From the Membership Dashboard, navigate to Events > Events
  2. Select the event you wish to enter
  3. Under the Event Name field, enter the name of the event under this field
  4. Under the Credits field, enter the number of credits attendees will receive upon attending the event
  5. Under the Topics field, select the topics to be assigned to the event
  6. Under the Formats field, select the formats to be assigned to the event
  7. Toggle on the Show Event on Organization Website checkbox, display the event in the Organization Website
  8. Under the Start Date field, e the date the event will begin at
  9. Under the End Date field, enter the date the event will conclude at
  10. Under the Start Time field, enter the time the event will begin in
  11. Under the End Time field, enter the time the event will conclude at
  12. Under the Timezone field, enter the timezone the event will take place in
  13. Under the Location field, enter the address the event will take place in
  14. Select Save Changes

Assigning Credits, Topics, and Formats, within the Event Dashboard

Credits, Topics, and Formats will appear in the Event Dashboard once assigned in the Membership Dashboard. These items can be reassigned as necessary within the Event Dashboard. Credits, Topics, and Formats will only appear in the Event Dashboard and not in any of the front end portals for the event.

  1. From the Event Dashboard, navigate to General > Details
  2. Scroll down to Basic Information
  3. Under the Credits field, enter the number of credits attendees will receive upon attending the event
  4. Under the Topics field, select the topics to be assigned to the event
  5. Under the Formats field, select the formats to be assigned to the event
  6. Toggle on the Show Event on Organization Website checkbox, display the event in the Organization Website
  7. Select Save Changes
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