Design CFWNC to check
This block is a Text and Logos Block - buttons and icons
The following are design standards for specific items used on this site:
Always capitalize all words on a button (ex: Donate Now)
What position edits what pages
- Homepage: Communications Director
- Giving: Development: Sr. Dev Officer, Dev Associate / DR: DR Officer (pending: DR Associate)
- Advisors: Development: Dev Associate
- Grants: Program: Program Associate
- Students: Program: Scholarship Officer
- Initiatives: Program: Program Associate
- About: Communications Director
- Events: Office Administrator
- Affiliates/Forms: Dev Associate
- Staff Secure: Office Administrator
- WFW and WFW Secure: WFW Program Administrator
- Board Secure: Leadership Associate
Creating and Editing User / login Accounts
Staff logins: Director of Information Technology(includes WFW login and WFW Admin login) creates, Office Administrator assists in getting them logged in if they are not editors in the website.
Board Secure: Leadership Associate
Affiliates: Leadership Associate
*Note: this is "Text - Multi-Column" block. You can edit the number of columns (2 or 3) - content is always page wide. Optional Eyebrow, Required Headline can remove bottom boarder and select background color.
Images - should be approved before putting on the site.
When uploading approved images to the website, in the editor console, to to Assets/Images and to the subfolder that reflects the group of page the image will be linked to. If you are uploading an image for the Grants Directory, select Assets/Images/Grants for an example. If you have questions ask the Director of Information Technology or the Leadership Associate.
Always upload the image to the correct location before inserting it into a block on a page/entry.
The Craft CMS allows us to upload images in certain formats that fit into image blocks.
Use the image layout you feel is best for the image you are attaching, if you want to try another image layout you will need to re attached the updated image. Other selections are left/right positions and background color. Caption/About: Know the photographer or whomever / which org to give photo credit to, enter an alt text (for sight impaired to have the image described example: Boy by creek holding up fish.). Note: any image uploaded to the website should be approved by the Communications Director. Any image being replaced, the original image should be deleted from the Assets/images/subfolder.
Uploading Non-image files
Asset / Documents - that are Not secure assets are in subfolders below this level.
Secure subfolder in Assets are the secure file home page.
non image files - PDF, Word, Excel
If you are replacing a file always delete the file from the Assets subfolder that you are replacing. Only files linked currently to the website should be in the Assets subfolder.
Uploading documents (PDFs or any other type of file, non image files):
Location for non-secure assets in subfolders in Assets, DOCUMENTS.
Subfolder of Assets – SECURE is the secure file (non image files) home page.
Go to Assets - Documents
- Upload a document to the Assets – Documents subfolder folder of the webpage it belongs on (Example: The Grants list for Yancey should be uploaded to Assets-Documents- Affiliates\YANC)
NOTE: Please do not upload the file directly in the entry by selecting ‘Upload a file’
Uploading Secure files (Leadership Associate, Development Associate, WFW Administrator and Office Administrator):
- Go to Assets - Secure
- Open the folder to upload the document in
- Click ‘Upload files’ and add the files from the file explorer (or drag and drop into the folder)
- Go to the Web Page/ Entry where you want to link the uploaded the file, use the Secure Documents tab at the top of the page/entry.
- Click ‘Add document’, fill out the Document title, and click ‘Add file’
- Please do not upload the file directly by selecting ‘Upload a file’ – see setups above.
- Browse to the document you want to add and click ‘Select’
- Note: If you get an Internal Server Error, check that you have a file uploaded for each block.
This is a quote block. When creating a Quote Block you can toggle a "Use Normal Text" (no Italics) if the content is not a quote. We are using it for instructions on upload a video (admin only): • Convert the MP4 file to a WEBM file by using Cloud Convert (https://cloudconvert.com/) - videos should ideally be no longer than 30 seconds or so, on slower internet connections a video at 100 mb (over a minute) may not load at all. We may need to compress some video files, ask Nick if you can't get the size of a video small enough to convert it with the free converter online. • Go to Assets – Videos • Upload the video to the folder of the webpage it belongs on
Directories
edited by the program associate, scholarship officer and website admin
Entries/Directories
Scholarships: Each Program has a place for an image (shows up in the list and in the directory page), Title, Deadline, Amount, Number of Awards, toggle for Per Qualifying School, Eligibility (brief), Service Area(s), Details: Description, Eligibility, Selection Criteria, To Apply, Application Procedure. the link to the scholarship Program in Smarter Select is in the To Apply paragraph.
Grants: Each Program has a place for an image (shows up in the list and in the directory page, Title, Sort, Max Amount, Cycles, Deadline, Purpose, Grant Details: Description, Deadline and Dates, Eligibility, What We Do Not Fund, How to Apply. If you want a special grant program to show up at the top of the list update the SORT field with leading "a's"... ex: aaaaaaCashier Fund Grant in the sort field of the program.
Only Admin Alerts !!
Special Feature/Timely Content/Alert or Notification
Only Admin Alerts !!
Special Feature/Timely Content/Alert or Notification
Tools for displaying information on the website to bring attention to an issue/event/timeline.
Home Page: Timely Content tab: Do not have to have an image. Image control is "wide" or "square" (use toggle Image Shape) Left or Right.
Home Page: Timely Content tab below Special Feature. If the block has content a green bar will be on the home page only (if it is "xed" out it goes away for that visit to the site) control the url (do not have to have this) and open in a new window.
Only admin create entry or section title
New webpage
Only admin create entry or section title
New webpage
In the Entries module, select the Create Entry button/upper right corner. If you are creating a Section Title use the Entry Type dropdown.
In the Entry module, create Entry - Check the Slug, Parent and Enabled status of the Entry. The entry will be listed as a subpage in the menu dropdown unless you update the Utilities tab and select "Hide from Menu".
Open the entry you want to copy and use the Save dropdown and select: Save as a new entry. You bill be prompated for the new entry name. Update the Slug, assume the parent is the same if not, update that as well.
Section title controls all features for sub pages. Banner image for section. Page menu settings.
secure site
updating, adding and removing users
Development/Leadership Associate, Office Administrator and website admin
Updating users:
- Users: Click on the user you’d like to activate
- Click the 3 dots next to the red Save button
- Click Activate and send activation email
- The user will quickly receive an email from noreply@cfwnc.org with the option to reply to info@cfwnc.org with questions. Office Administrator monitors info@, let her know if you are sending out bulk messages.
- Users: Click on the user you need to send a new password link
- Click on 3 dots next to the red Save button - select Send password link
Adding users:
- Users: 'New user' and input their name and email address.
- Click 'Create and set permissions'.
- Select the proper user account permissions group.
- 'Save and send activation email'.
Removing Users:
- Remove existing users who are no longer affiliated with CFWNC secure login.
- select the user and use the cog wheel to delete
User maintenance backups: Office Administrator for Development Associate and IT Director for Leadership Associate and WFW Admin.
use "text and video" block
to embed video and issuu
Edit or create a block "text and video" - if embedding issuu code, Toggle the "not a video" on. You can use the "Exand full width" option at the bottom of the block if you would prefer the embedded item be full width. Videos should ideally be no longer than 30 seconds or so, so on weaker internet connections the video will load and play, with larger files it will not. We use a free file converter to convert mp3 to webm files
Go full width
Go Full width
The following blocks have toggles to "go full width":
Text Basic, Text & Form, Text & Video. Others are full width only: Full width with image. Or do not have the option
Edit headers and Article Sidebar
admin access can edit the following
Admin login can manage both the fund access and donate button under Globals > Header.
Admin login can edit the article sidebar under Globals > Article Sidebar
Admin and Dev Associate access only
Affiliate internal and external forms
Three forms for each affiliate two linked on the Affiliate Secure pages - the "Internal Information" and the other is linked on the Affiliate "Stay in Touch" "External Information". These forms were created to have external users submit their information to get affiliate enews and to have advisory members submit updated contact information to the development associate electronically.
All 27 forms should be identical with only the affiliate name different, if applicable different.
The notifications, that come with the attached file or single entries about incoming data submitted by forms via email (text/attachment), sent to the Development Associate and the Director of Information Technology.
The data harvested from the forms is entered into the foundation's database by the Development Associate. The notifications are managed by the Freeform module, Notifications. Database Templates.
The internal forms are on pages behind the secure login for each affiliate where advisors have access to current fund statements, list of recent donors and other affiliate dated information.
Advisory members should be advised to use the forms to update contacts, they can upload an excel spreadsheet here and then not have to send it in email or print and mail.
Editing the forms: browse to the FreeForm module from the Craft Dashboard. Select the form to edit. Note the tabs within the editor have Layout (edit field location, type, contact), Notifications (link a Notification to the form setup who receives it), Rules and Integration (we aren't using these). On Layout, select the field to edit in the right menu and options will open to the left.
Admin - Edit the Forgot Password Email content - users
Access for Leadership Associate and Director of Information Technology
Access here:
The Forgot Password message is global, make sure you are making updates that will be logical to CFFWNC Board, Staff and Advisory Board
Job Opening Alert
On Staff Directory page - ADMIN only
Use the bottom portion of the About/Staff entry to create a job opening selection, link to the article about the job. Remove all information on that section to remove the alert.
