Editing Contact Website Pages

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Once you have added a contact website, you can further adjust the settings of your pages and enhance each with custom content.
 

Editing the Login Page
 
On this page, contacts enter their email address and password to access the website.

1 Access the appropriate website page. Begin by clicking Admin in the top right. Hover over Account and, under Contacts, click Contact Websites.

Select the contact website by clicking its name. Click the second tab, Pages.

Click Login, then Edit.

2 Adjust the page settings. Determine how visitors will sign up for your contact website. Your choices include:
 
  • No - Prevents anyone from signing up for your contact website, though contacts who have already signed up can still log in.
  • Yes, if they are an existing contact - Existing contacts can access your contact website, but visitors that aren't in your Address Book cannot.
  • Yes, both new and existing contacts - New contacts can add themselves to your Address Book by signing up for your contact website.

After signing up for your website, contacts will receive an activation email. They will need to click the included link to verify their account. Enter a Reply To address, so contacts can write the appropriate party should complications arise.

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If you selected "Yes, allow new and existing contacts to sign up," establish which contact types are available for new contacts and which contact group they will be added to upon signing up.

There will be an additional option at the end of this section if your account includes the Membership Management feature. Allow contacts to purchase membership during sign up by selecting either Yes, No, or Required under Sign Up Options. Then, determine if existing contacts can purchase a membership without logging in. Consult the Editing the Membership Purchase Page article for guidance on setting up the rest of the membership purchase process.

3 Edit the default text. Modify the default login and sign up instructions by clicking Edit Section next to Login Instructions or Sign Up Instructions.

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Customize the Purchase Membership (if applicable) and Thank You Page sections, if desired.

Click Save. If you used the HTML Editor, be sure to save the original page as well.

 
Editing the My Profile Page
 
On this page, contacts can update their Address Book profile and change their password.

1 Access the appropriate website page. Begin by clicking Admin in the top right. Hover over Account and, under Contacts, click Contact Websites.

Select the contact website by clicking its name. Click the second tab, Pages.

Click My Profile, then Edit.

2 Adjust the page settings. In the Basic Settings section, there will be an option to allow contacts to purchase or renew membership from their My Profile page if your account includes the Membership Management feature. Select Yes. Consult the Editing the Membership Purchase Page article for guidance on setting up the rest of the membership purchase process.

Choose whether contacts can change their password from the My Profile page.

In the Personal Fields section, specify which fields should be displayed, required, or made read only with the dropdowns in the Display column. Use the text boxes in the Label column to edit any display name (aside from First Name, Last Name, and Email Address). Change a particular field's location by clicking and dragging it underneath the appropriate header. Click User-added image next to a field to remove it, or click Add Field... to add more.

 
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3 Edit the default text. Scroll down to the Page Content section. Click Edit Section to customize text within a section.

4 Establish how distribution lists will appear, if necessary. Got eMarketing? Give contacts the option to subscribe or unsubscribe from your distribution lists.

Scroll down to the Distribution List section. Use the dropdowns in the Display? column to determine who can subscribe or unsubscribe from a particular list.

 

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  • Hidden - Hides this distribution list from everyone.
  • Only to members - Only allows members of this distribution list to see and unsubscribe.
  • Visible - Allows everyone to see, subscribe, and unsubscribe from this list.
 
Select Yes to display descriptions.

To reorder the lists, click and drag User-added image under Reorder to move them up or down.

Click Save.

 
Editing the My Events Page
 
On this page, contacts can view a list of past, current, and future events as well as their registration history. Contacts can also modify their registration for current events.

1 Access the appropriate website page. Begin by clicking Admin in the top right. Hover over Account and, under Contacts, click Contact Websites.

Select the contact website by clicking its name. Click the second tab, Pages.

Click My Events, then Edit.

2 Adjust the page settings. 
Past events include the "Completed" events for which a contact has registered. Select Yes next to "Display past events" to show them. Determine whether a link to the contact's My Registration page should appear.

If you choose to display credit information, two radio buttons appear. Select Yes for "Display credit roll-ups" to link the contact to a tally of the credits earned from these events.

 
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Select Yes for "Contacts can print their credits" to link to a printable page with a breakdown of these credits.

Filter which events display by selecting Yes next to "Limit which past events will be displayed" and setting the parameters from the options that appear.

Current events include the "Active" events for which a contact has registered. Use the radio buttons to let contacts modify their registration or jump to the My Registration page for these events.

Future events include the "Active" events for which a contact has not registered. To make them appear on this page, select Yes next to "Display future events." Choose whether the link will bring them to the invitation, the Event Summary page, or registration itself. Filter which events display by selecting Yes next to "Limit which future events will be displayed" and setting the parameters from the options that appear.
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3 Edit the default text. Scroll down to the Page Content section. Click Edit Section to customize text within a section.

Click Save.

 
Editing the Member Directory Page

On this page, contacts can view information about other contacts in your Address Book.

1 Access the appropriate website page. Begin by clicking Admin in the top right. Hover over Account and, under Contacts, click Contact Websites.

Select the contact website by clicking its name. Then click the second tab, Pages.

Click Member Directory, then Edit.

2 Establish what information will appear in the directory. Under Basic Settings, use the radio buttons to determine if members will be able to filter the directory and email other members from this page.

In the Contact Fields section, choose which contact fields to display in the directory. The Available box lists fields that could be included in the directory, while the Selected box displays what will be included in directory. Click a field, then use the arrow buttons to move it from one box to the other.

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NOTE: Name will always appear in the Member Directory.

In the Profile Settings section, select whether to enable contact profiles. These turn the names in your member directory into clickable hyperlinks that open to display additional information. Then, choose which contact fields you want to display in these profiles.

3 Adjust visibility per contact type. Scroll down to the Contact Visibility section.

By default, each contact type can only see contacts of the same type. To change this, check the appropriate boxes in each row. In the example below, CEOs can see everyone, but Buyers can only see other Buyers.

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4 Add Advanced Filters, if necessary. The Advanced Filters section allows you to limit who will appear in the Membership Directory based on a criteria you set. For example, the criteria of Membership Type equals Student Member will make it so that only individuals with the Student Member type will appear in the directory.

5 Edit the default text. Scroll down to the Page Content section.

Click Edit Section next to the header you want to edit, then use the HTML editor to add custom text. Click OK, then click Save.


Creating Custom Pages
 
Adding custom pages to your website can provide contacts with beneficial information about your organization. You can create up to 99 custom pages.

1 Access the appropriate website page. Begin by clicking Admin in the top right. Hover over Account and, under Contacts, click Contact Websites.

Select the contact website by clicking its name. Click the second tab, Pages.

2 Create a custom page. Click Create Page to the right of the list of existing pages. Give the page a name (what appears in the link that opens the page on the event website) and click Create.


Activate the page by toggling Display to a check mark.

 
3 Add custom content. Click on the page you just created. Determine whether this page will be visible before or after login by selecting the appropriate radio button.

Change any Header Label by clicking Edit Section and changing the Section Header Text. Add text beneath a header by typing in the appropriate HTML Content box. To remove the header entirely, uncheck the Display Header box.

The example below is a page dedicated to an association's board members, but the possibilities are limitless. Consider using custom pages to:
  • Spotlight your organization's mission, history, and contributions to the community.
  • List types of membership, sponsorship packages, and the benefits of each.
  • Advertise job openings, volunteer opportunities, or press releases.
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Click Save.


 

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