Blackbaud NetCommunity Parts Guide

  • View
    216

  • Download
    2

Embed Size (px)

Text of Blackbaud NetCommunity Parts Guide

  • Parts Guide

  • 12/12/2017 Blackbaud NetCommunity 7.1 Parts US

    2017 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form orby any means, electronic, or mechanical, including photocopying, recording, storage in an information retrievalsystem, or otherwise, without the prior written permission of Blackbaud, Inc.

    The information in this manual has been carefully checked and is believed to be accurate. Blackbaud, Inc., assumesno responsibility for any inaccuracies, errors, or omissions in this manual. In no event will Blackbaud, Inc., be liablefor direct, indirect, special, incidental, or consequential damages resulting from any defect or omission in thismanual, even if advised of the possibility of damages.

    In the interest of continuing product development, Blackbaud, Inc., reserves the right to make improvements inthis manual and the products it describes at any time, without notice or obligation.

    All Blackbaud product names appearing herein are trademarks or registered trademarks of Blackbaud, Inc.

    All other products and company names mentioned herein are trademarks of their respective holder.

    Parts-2017

  • ContentsParts 7Create and Edit Parts 10Properties Tab 12Design Tab 14Targeting & Security Tab 14Parts That Require User Login Information 17Language Tab 17Add Localized Text For Web Pages 18Usage Tab 19Helplets Tab 20Content Approval Tab 21Tags Tab 23Alumni Class Notes (Deprecated) 25Anonymous Newsletter Subscription 26Change User ID/Password 27Change User ID/Password Fields Grid 28Content Comparison 29Custom Parts 31Directory 31Discussion Group 36Documents 39Add Custom MIME File Types 42Donation Form 43Donation Form - Mini (Beta) 52Blackbaud Checkout FAQs 57Visa Checkout 57Masterpass 58Apple Pay 59Minimum requirement implementation 60Recommended implementation 60eCards 60Email Forwarding Form (Deprecated) 64Email Reports 67

  • Email Signup Form 68Event Calendar 70Event Calendar Group 75Event Calendar Highlights 76Event Registration Form 77Event Registration Steps on Your Website 78Event Registration Form (Classic) 96Event Registration Loop Merge Fields 105Flash Player 106Form Display 107Formatted Text and Images 110Formatted Text and Images (Secured) - (Deprecated) 113Giving Search 113Job Board 116Language Selector 117LinkedIn Group Join (Deprecated) 118Membership Form 118Menu (Deprecated) 125Menu 126Standard CSS Style Options for Menu 132Style Categories for the Menu 134Navigation Buttons 134News Reader 137Page Element Types 139Action Page Elements 140Comments Page Elements 141Directory Page Elements 142Donor List Page Elements 146Event Calendar Page Elements 146News Page Elements 148News Reader Page Elements 149Page Links Page Elements 150Personal Notes Page Elements 151Photos Page Elements 151Profile Page Elements 152Rich Text Page Elements 153

  • Scrolling Donor Display Page Elements 153Team List Page Elements 155Text Page Elements 155Thermometer Page Elements 156Page Sharing 156Page Sharing Caption Styles 157Payment 158Payment Summary 161Payment 2.0 162Secure Payment Page 167Secure Payment Page: Important Considerations 168Secure Payment Page: Transaction Processing Safeguards 169Payment Summary 2.0 170Personal Notes 171Poll 174Profile Display 175Profile Form 178Quick Search 181Learn About Quick Search 181Search 182Learn About Search 182Slideshow 185Suggested Content 186Survey 189Survey Response Data 194Tag Display 196Targeted Content 198Targeted Content On a Web Page 199Transaction Manager 203Unformatted Text 210User Education Profile Form 211User Email Preferences Form 213User Interests Form 216User Login 218User Photos Form 221Volunteer Opportunity 222

  • Weblog 225Web Traffic Reports 226Web Traffic Reporting Terms 228

  • Parts

    Create and Edit Parts 10Properties Tab 12Design Tab 14Targeting & Security Tab 14Parts That Require User Login Information 17Language Tab 17Add Localized Text For Web Pages 18Usage Tab 19Helplets Tab 20Content Approval Tab 21Tags Tab 23Alumni Class Notes (Deprecated) 25Anonymous Newsletter Subscription 26Change User ID/Password 27Change User ID/Password Fields Grid 28Content Comparison 29Custom Parts 31Directory 31Discussion Group 36Documents 39Add Custom MIME File Types 42Donation Form 43Donation Form - Mini (Beta) 52Blackbaud Checkout FAQs 57Visa Checkout 57Masterpass 58Apple Pay 59Minimum requirement implementation 60Recommended implementation 60

    chapter 1

  • eCards 60Email Forwarding Form (Deprecated) 64Email Reports 67Email Signup Form 68Event Calendar 70Event Calendar Group 75Event Calendar Highlights 76Event Registration Form 77Event Registration Steps on Your Website 78Event Registration Form (Classic) 96Event Registration Loop Merge Fields 105Flash Player 106Form Display 107Formatted Text and Images 110Formatted Text and Images (Secured) - (Deprecated) 113Giving Search 113Job Board 116Language Selector 117LinkedIn Group Join (Deprecated) 118Membership Form 118Menu (Deprecated) 125Menu 126Standard CSS Style Options for Menu 132Style Categories for the Menu 134Navigation Buttons 134News Reader 137Page Element Types 139Action Page Elements 140Comments Page Elements 141Directory Page Elements 142Donor List Page Elements 146Event Calendar Page Elements 146News Page Elements 148News Reader Page Elements 149Page Links Page Elements 150

    8 CHAPTER 1

  • Personal Notes Page Elements 151Photos Page Elements 151Profile Page Elements 152Rich Text Page Elements 153Scrolling Donor Display Page Elements 153Team List Page Elements 155Text Page Elements 155Thermometer Page Elements 156Page Sharing 156Page Sharing Caption Styles 157Payment 158Payment Summary 161Payment 2.0 162Secure Payment Page 167Secure Payment Page: Important Considerations 168Secure Payment Page: Transaction Processing Safeguards 169Payment Summary 2.0 170Personal Notes 171Poll 174Profile Display 175Profile Form 178Quick Search 181Learn About Quick Search 181Search 182Learn About Search 182Slideshow 185Suggested Content 186Survey 189Survey Response Data 194Tag Display 196Targeted Content 198Targeted Content On a Web Page 199Transaction Manager 203Unformatted Text 210User Education Profile Form 211

    PARTS 9

  • User Email Preferences Form 213User Interests Form 216User Login 218User Photos Form 221Volunteer Opportunity 222Weblog 225Web Traffic Reports 226Web Traffic Reporting Terms 228

    In Parts, you can create, edit, and delete content for your website. For example, to include yourorganizations mission statement on your site, you can create a part in Parts and write the statement.You can also include your organizations logo in the part. Other examples of parts include navigationbuttons, profile forms, event registration forms, and frames. After you save a part, you can display it onmultiple web pages. This section describes how to create parts for your website.

    Note: Content does not appear on the website until you add the part to a web page in Pages &templates. For information, see the Website Design Guide.

    Create and Edit PartsWhen you include a part on multiple web pages, you can edit and update it once for all pages. Toensure a new parts appearance, such as font size and style, is consistent with the rest of your website,you can copy an existing part. This retains the bulk of information required to create content.

    The procedures in this section describe the tabs you use to create and edit parts. For informationabout how to design a specific part, see the section about that part type.

    Create a partWhen you host multiple sites, you can create parts for individual sites. To do this, log in to the site andcreate the part. For more information, see the Administration Guide.

    1. From Site explorer, click Parts. Parts appears.2. Click New part. The New Part screen appears.3. On the Properties tab, enter basic information that defines the part. For example, select the part

    type and enter a name for the part. For more information, see Properties Tab on page 12.

    4. Select the Targeting & Security tab. In the grid, assign view, edit, delete, and change securityrights for users and roles. For more information, see Targeting & Security Tab on page 14.

    5. Click Next. The Design tab appears. For more information about the Design tab, see Design Tabon page 14. For information about how to design a specific part, see the section for that parttype.

    6. Click Save. You return to Parts.

    10 CHAPTER 1

  • Edit a partTo search for an existing part to edit in Parts, use the filter tools. For example, select a part type inthe Filter by Type field or enter a full or partial name in the Filter by Name field.1. From Site explorer, click Parts. Parts appears.

    2. When you edit parts, you can perform the following actions: To edit a parts design, click Click here to edit this part. The Edit Part screen appears on the

    Design tab. For information about how to design a specific part, see the section for that parttype. For information about the Design tab, see Design Tab on page 14.

    To edit a parts properties, click Click here to view/edit this parts properties under Action.The Edit Part screen appears on the Properties tab. For information about part properties, seeProperties Tab on page 12.

    To create a part based on an existing part, click Click here to copy this part under Action. TheCopy Part screen appears. In the New Part name field, enter a new name and click Next. TheEdit Part screen appears so you can edit the new part.

    Note: If the original part contains tags, the copy inherits the tags. From the Tags tab, you can modifythe copied tags.

    To move a part to another folder, select the checkbox beside the part and click Move. TheMove selected items screen appears for you to select a dif