UnionCloud Support - User contributions [en]

Main Page

2018-07-24T12:27:50Z

Amy.russell:

[[File:NUS_Connect.png|thumb|200px|Screenshot of the NUS Connect Website, one of the heaviest users of the UnionCloud Platform.]]

This Community Wiki, is our venture in hoping that we can provide to you the best, most up to to date, comprehensive, and yet easy to understand support possible. Though our team will be working hard to ensure we cover, and keep on top of this, providing help, support, and guidance on all areas of UnionCloud, there are only so many hours in the day. As with all 'Wiki' based websites, we're going to be asking for a little bit of help from you guys, the community. If you're looking through here, and there is something you've noticed is missing, feel free to add it, or let us know that you'd like some help on a particular topic adding. With your help, we can make this a hugely successful support mechanism to allow you to create the best UnionCloud platforms possible for your own institutions!
 
Ash
 
Digital Support Executive
== About ==
First time here? All you need to do is quickly register, as soon as you have, you will be able to view more content, and even make edits! 

==FAQ's / Common Questions ==
*[[GDPR|'''Tell me about GDPR''']]
*[[User Groups & Permissions|How do I give people permissions on UnionCloud?]]
*[[How to set up an election|How do I set up an election?]]
*Creating an Event
*Uploading a News Story
*[[Other Support|What other support can I get for UnionCloud?]]

== What would you like help with? ==
These are the major areas you will come across using the ''Back End'' of UnionCloud.

=== Admin ===
[[File:Admin_Menu.png|frame|200px|Admin Menu from UnionCloud Dashboard.]]

The Admin section of the UnionCloud Dashboard contains all of the tools you as the Administrator are likely to need to make sure that your site functions, and functions correctly. Everything from setting up the specific ID's students are allowed to register with, Single Sign On, Nominal Codes for your finance teams, Data Uploads, and more.

It is the main suite of tools you will use to manage your site, [[Setup]], is mainly used, as it would suggest, in the setup of your website, the crucial settings, and, custom email responses, often this is made up of the settings that doesn't require changing too often. The other group of tools, you will use more frequently, though which tools are available to you will depend on which UnionCloud package you are on.

The Sections of the Admin Menu are;
*[[Setup]]
*[[User Groups & Permissions|User Groups]]
*[[Remote Sales]]
*[[User Account Details]]
*[[Manage Refunds]]
*[[Manage Course Rep]]
*[[Upload Files]]
*[[Android App]]

=== Website ===
[[File:Website Menu.png|thumb|Website Menu from UnionCloud Dashboard.]]
MarComs is a Portmanteau of the words ''Marketing'', and ''Communications'', and that is largely what this section covers, it includes all of the areas to edit content on your site, add '[[Articles Manager|News Articles]]', send out Emails to your members ([[Campaign Manager|Campaigns]]), and managing all of your [[Images Library|Uploaded Images]] & [[Documents Manager|Documents]]. 
 
Some areas, like Developers Toolkit, are slightly more advanced still and allow users with the know how to alter the structure of their site, the navigation, the order / location of pages and more, it also gives the ability to add widgets, sub-sites, and with one of the extra packages, customise the CSS and Javascript within the site, allowing a greater level of bespoking. 
 
The Sections of the MARCOMS Menu are;
*[[Web Site Manager]]
*[[Developers Toolkit]]
*[[Articles Manager]]
*[[Documents Manager]]
*[[Images Library]]
*[[Logo]]
*[[301 Redirect]]

=== Campaigns ===
[[File:Campaigns Menu.PNG|thumb|Campaigns Menu from UnionCloud Dashboard.]]
Previously from within the MARCOMS Section, these have been separated out now for Clarity. Campaigns is the section you visit if you wish to send out Email 'Campaigns' from within your UnionCloud site to your membership, it's broken down into two sections. 
[[Campaign Manager]]
:*Union Campaigns
:*NUS Campaigns

=== Groups ===
[[File:Groups_Menu.png|frame|200px|Groups Menu from UnionCloud Dashboard.]]
Groups is the catch all term we use to describe any student group we want to give some access and independence to on our Website. Typically, these are Sports Clubs & Societies, however, some also use it for Course reps, mailing lists, interest groups and one-off projects.
 
If the people in charge of said group have been assigned permissions, then they can also manage themselves, their own ''minisite'', their own memberships / prices, events, emails and more.

The Sections of the Groups Menu are;
*[[Manage Groups]]
*[[Manage Group Promotions|Manage Group Promotions]]
*[[Manage Awards|Manage Group Awards]]

=== Events ===
[[File:Events_Menu.png|frame|200px|Events Menu from Union Cloud Dashboard.]]
The events section is a useful tool used for eTicketing, Door Entry (Scanning / Redeeming tickets at an event), Obtaining information in advance from all of your guests, notifying them of updates, and giving the abilty to promote events, to boost attention or sales.
 
The Sections of the Events Menu are;
*[[Manage Events]]
*[[Manage Event Promotions|Event Promotions]]
*[[Redeem Tickets]]
*[[Manage Ticket Orders|Ticket Orders]]

=== Eshop ===
[[File:EShop Menu.png|thumb|eShop Menu from UnionCloud Dashboard.]]
There are currently three options available relating to eShops within UnionCloud sites; None, Managed, or Union. 
'''None''' is straight forward, a non commercial union who do not wish to sell products. 
'''Managed''' is an eShop managed by the UnionCloud team, and stocked by [http://www.eponashop.com/ Epona], the Fairtrade clothing supplier that is a subsidiary of NUS, as the shop. 
'''Union''' is the most common option, and refers to an eShop managed by a member of staff at your Union, and requires you to upload and maintain your stock, and stock levels, reviewing and dispatching orders. 
The financial breakdown for Managed and Union is slightly different, you can get these details by contacting you Membership Engagement Executive. 
The Sections of the Eshop Menu are;
*[[Manage Products|Products]]
*[[Manage Product Categories|Categories]]
*[[Manage Orders|Orders]]
*[[Manage Colours|Colours]]
*[[Manage Eshop Promotions|Product Promotions]]
*[[Manage Category Discount|Category Discount]]
*[[Shipping Charges Upload]]
*[[Stock Report]]

=== Democracy ===
[[File:Democracy Menu.png|thumb|Democracy Menu from UnionCloud Dashboard.]]
The Democracy section of UnionCloud includes all features relating to student participation and representation within your Union. Here you can run elections which students can nominate themselves for or vote in. You can also use the Student Voice module for students to raise ideas and petitions or referendums to understand your students' opinions on particular issues.

The Sections of the Democracy Menu are;
*[[Elections]]
:*[[Elections#Manage Categories|Manage Categories]]
:*[[Elections#Manage Positions|Manage Positions]]
:*[[Elections#Manage Elections|Manage Elections]]
:*[[Elections Dashboard]]
*[[Referendums]]
*[[Student Voice]]
:*[[Student Voice#Setup|Setup]]
:*[[Student Voice#Manage Ideas|Manage Ideas]]
:*[[Student Voice#Manage Comments|Manage Comments]]
*[[Digital Rep]]
:*[[Digital Rep#Setup|Setup]]

=== Volunteering ===
[[File:Volunteering Menu.png|thumb|Volunteering Menu from UnionCloud Dashboard.]]
The Sections of the Volunteering Menu are;
*[[Dashboard]]
*[[Volunteering Setup]]
*[[Manage Volunteers]]
*[[Manage organisations/projects]]
*[[Manage opportunities]]
*[[Manage reports]]
*[[Upload organisation/project]]
*[[Volunteer awards]]

=== Reports ===
[[File:Reports Menu.png|thumb|Reports Menu from UnionCloud Dashboard.]]
The Sections of the Reports Menu are;
*[[NUS Analytics]]
:*[[NUS Analytics#Dynamic KPI's|Dynamic KPIs]]
:*[[NUS Analytics#Charts|Charts]]
:*[[NUS Analytics#Student Activity Report|Student Activity Report]]
*[[Event Booking Details]]
*[[Finance Report]]
*[[Group Committee Report]]
*[[Membership Details]]

== [[Version History]] ==

Links to Version Updates / Release Notes, this stub stores the most recent 3 sprints, and the most recent three major releases, however if you are looking for full details you can find all release / sprint data on the [[Version History]] page.

=== Major Updates ===
*[[Release 25]] - 25th June 2016
*[[Release 26]] - 26th November 2016
*[[Release 27]] - 6th May 2017

=== Sprint Updates ===
* [[Patch: 24th May 2018]]
* [[Patch: 29th May 2018]]
* [[Patch: 01st June 2018]]

== UnionCloud Newsletter ==
We will keep an up-to-date archive of previous UnionCloud briefings and newsletters if you wish to go back and review them for any reason.

Below you can see the three most recent newsletters, but if you want to see them all you can visit our [[UC Briefing Archive]].
* [https://mailchi.mp/5aa2340e5563/july18-catch-up-1751193 July 2018]
* [https://mailchi.mp/415a05193ab8/june18-catch-up-1750993 June 2018]
* [https://mailchi.mp/9a87e2bbec69/may18-catch-up-1750701 May 2018]

== Misc Info ==
Here we'll list links or info about any documentation that isn't necessarily directly UnionCloud, but may still relate to your usage of the platform.

[[UnionCloud Sub-Domain List]]

=== Finance ===
*[[Transaction Fees]]

===Code Snippets===
*[[Modify Site Background Image or Colour]]
*[[Change Officer Stripe Speed]]
*[[Hide Events on index]]
*[[Show Count on All Usergroups]]
*[[Simple image slideshow]]
*[[Auto load content on scroll]]
*[[Rename Student Voice Module]]
*[[Auto select single group membership type]]
*[[Rename tab in Elections Stats Dashboard]]
*[[Hide Group email preferences from user]]

===Experimental===
*[[Userscript experimental local features]]

===Developer APIs===
*[[Getting Started With API's]]
*[[API PHP Wrapper]]
*[https://nationalunionofstudents.webex.com/nationalunionofstudents/lsr.php?RCID=04ef572078655728e31404b1643a2ed7 API Webinar]

Campaign Manager

2018-07-24T12:27:20Z

Amy.russell:

{{url|<nowiki>/administrator/union_campaigns?status=union</nowiki>}}

Campaign Manager, this is our answer to a Bulk Email Sender / Email Manager, Solus Marketing Email tool, Mail Chimp, whatever you feel like calling it.

If you want to send your emails out to your members, this is the way to go about it, you can use this tool to send emails to everyone, just marketing opt-ins, or even very specific groups of students, by creating Dynamic User Groups, which you can find info on doing in the [[User Groups & Permissions]] section!

==Union Campaigns==

This page is divided into two sections '''Union Pending Campaigns''' and '''Union Past Campaigns'''

===Union Pending Campaigns===

This section will list all campaigns that have been designed by a union, and completed, but not sent out, some unions will plan campaigns months in advance, or for the whole year ahead for example, and just leave them here, ready to be sent at particular dates / times, others will use this section to store templates for fortnightly emails.

[[File:2018-04-20 1647.png|frameless]]

===Past Campaigns===

{{url|<nowiki>/administrator/union_campaigns?status=unionpast</nowiki>}}
On this screen you can see all previous campaigns run by the Union, under the Campaign Manager tool, it displays fairly basic information on the surface though this can be expanded upon, it shows you; The Name of the Campaign, The Type of Campaign, the Purpose, The Number of Recipients, link (appearing as an open envelope) to view the content, the date sent, it's status, the address it was sent from, and some options to View, Delete, Show Statistics, or Copy.

[[File:2018-04-20 1652.png|frameless]]

====Statistics====
[[File:2018-04-20 1653.png|frameless]]

The Show statistics option brings up a small overlay giving yo the following information
*Number of emails sent:
*Number of emails delivered: (and %)
*Number of emails opened: (and %)
*Number of click-throughs in email (and %)
*Number of emails bounced (and %)

[[File:2018-04-20 1655.png|frameless]]

==Create Campaign==

{{url|<nowiki>/administrator/union_campaigns/new?status=union</nowiki>}}

[[File:2018-04-20 1703.png|frameless]]

===Base Questions===
This section, presents you with a number of fields to populate

* '''Name''' - This must be unique to any campaign you run, some unions like to include relevant keywords like Freshers / Elections / Name of an Event / A Year / Month

* '''Purpose''' - This field doesn't have to be unique and many unions use it to help filter, they categorise campaigns by Marketing / Comms / Sabb Update / Nominations etc.

* '''Campaign Type''' - Select Commercial / Communication/ Representation, depending on whether you are emailing Students who have opted in to Commercial or Communication emails, or emailing ALL Students if you have a legal obligation to contact them (for example for elections)

===Include / Exclude Criteria===

The next section, is used for targeting specific groups of students, and is split into two sections, Include, and Exclude, both contain the same filters;

In each case you have to tick the checkbox if you intend to use the filter;

* '''User is between ages''' [Age1] [Age2] - Fairly straight forward way to set age range based emails.

After this check box, you have the option of choosing [Any] or [All] if you want to add multiple user groups to the filter, you can use this to add any of the default groups, such as Admin, Confirmed Students, Activated Students, Non-Students, Groups Created from Registration Questions, or you can add any [[Custom User Groups]] that you've created, this is particularly useful if you want to target a very specific group of students, by creating a Custom Group, using the Dynamic User Group filters.

After you have set your include / exclude criteria, click on the orange '''Show Target Audience''' button, which will give me a summary of the target audience you have set, and also the number of users it will be sent to.

[[File:2018-04-20 1708.png|frameless]]

===Header / Footer===

If you continue down the page, you will see a 'From' box;

* '''From''' - this box is a drop down that will list any email addresses, that you have enabled to send emails within the [[Setup]] - Emails section. This is useful if you want to send out different emails from different departments at other points in time

*[Checkbox] Default Union Email Header
*[Checkbox] Default Union Email Footer

The above two options set whether you need to include any Header / Footer content in the Campaign you are sending out, or if you just wish to user you Unions standard content, for example if you were sending out a commercial 3rd party email, you may not want it to include your header and footer, you can update your Header and Footer in the [[Setup]] - CMS section.

===Email Content===

Finally you can complete your email content, you can do this either by using the CK Editor, or switching to source and pasting in any HTML that you've written, or received to be included in a mail out.
A few things to bear in mind

* Think about the sizes of your images, some users will be viewing on mobile devices
* Compatibility, think about your use of Styles, not all HTML / CSS are compatible with Outlook for example.
* Scalability, Responsiveness - look for a template that will re-size based on Screen size!

[[File:2018-04-20 1712.png|frameless]]

===Liquid Variables===
[[File:Tags.png|thumb|right|]]

The liquid variables functionality allows you to send personalised e-mails to users. You should see two System Field Tags at the bottom of the page; one for Forename and one for Surname. All you need to do is copy and paste these tags into the main body of your email content and it will automatically add the names of your users to the emails which are sent out.

==NUS Campaigns==

This page has two tabs which show both pending and past
The two sections below are for you to view, and veto any campaigns NUS intends to use.

[[File:NUS Campaign.png|frameless]]

===NUS Pending Campaigns===

This screen shows you any campaigns that NUS has planned to be sent out in the coming few weeks, with an option to Veto the campaign, if the union in question has any particular disagreements with the content of the campaign.

===NUS Past Campaigns===
As with Union past campaigns, this screen gives a summary of all previous campaigns, including access to the statistics, as has been broken down above.

[[File:Past Campaigns.png|frameless]]

Main Page

2018-07-24T12:17:52Z

Amy.russell:

[[File:NUS_Connect.png|thumb|200px|Screenshot of the NUS Connect Website, one of the heaviest users of the UnionCloud Platform.]]

This Community Wiki, is our venture in hoping that we can provide to you the best, most up to to date, comprehensive, and yet easy to understand support possible. Though our team will be working hard to ensure we cover, and keep on top of this, providing help, support, and guidance on all areas of UnionCloud, there are only so many hours in the day. As with all 'Wiki' based websites, we're going to be asking for a little bit of help from you guys, the community. If you're looking through here, and there is something you've noticed is missing, feel free to add it, or let us know that you'd like some help on a particular topic adding. With your help, we can make this a hugely successful support mechanism to allow you to create the best UnionCloud platforms possible for your own institutions!
 
Ash
 
Digital Support Executive
== About ==
First time here? All you need to do is quickly register, as soon as you have, you will be able to view more content, and even make edits! 

==FAQ's / Common Questions ==
*[[GDPR|'''Tell me about GDPR''']]
*[[User Groups & Permissions|How do I give people permissions on UnionCloud?]]
*[[How to set up an election|How do I set up an election?]]
*Creating an Event
*Uploading a News Story
*[[Other Support|What other support can I get for UnionCloud?]]

== What would you like help with? ==
These are the major areas you will come across using the ''Back End'' of UnionCloud.

=== Admin ===
[[File:Admin_Menu.png|frame|200px|Admin Menu from UnionCloud Dashboard.]]

The Admin section of the UnionCloud Dashboard contains all of the tools you as the Administrator are likely to need to make sure that your site functions, and functions correctly. Everything from setting up the specific ID's students are allowed to register with, Single Sign On, Nominal Codes for your finance teams, Data Uploads, and more.

It is the main suite of tools you will use to manage your site, [[Setup]], is mainly used, as it would suggest, in the setup of your website, the crucial settings, and, custom email responses, often this is made up of the settings that doesn't require changing too often. The other group of tools, you will use more frequently, though which tools are available to you will depend on which UnionCloud package you are on.

The Sections of the Admin Menu are;
*[[Setup]]
*[[User Groups & Permissions|User Groups]]
*[[Remote Sales]]
*[[User Account Details]]
*[[Manage Refunds]]
*[[Manage Course Rep]]
*[[Upload Files]]
*[[Android App]]

=== Website ===
[[File:Website Menu.png|thumb|Website Menu from UnionCloud Dashboard.]]
MarComs is a Portmanteau of the words ''Marketing'', and ''Communications'', and that is largely what this section covers, it includes all of the areas to edit content on your site, add '[[Articles Manager|News Articles]]', send out Emails to your members ([[Campaign Manager|Campaigns]]), and managing all of your [[Images Library|Uploaded Images]] & [[Documents Manager|Documents]]. 
 
Some areas, like Developers Toolkit, are slightly more advanced still and allow users with the know how to alter the structure of their site, the navigation, the order / location of pages and more, it also gives the ability to add widgets, sub-sites, and with one of the extra packages, customise the CSS and Javascript within the site, allowing a greater level of bespoking. 
 
The Sections of the MARCOMS Menu are;
*[[Web Site Manager]]
*[[Developers Toolkit]]
*[[Articles Manager]]
*[[Documents Manager]]
*[[Images Library]]
*[[Logo]]
*[[301 Redirect]]

=== Campaigns ===
[[File:Campaigns Menu.PNG|thumb|Campaigns Menu from UnionCloud Dashboard.]]
Previously from within the MARCOMS Section, these have been separated out now for Clarity. Campaigns is the section you visit if you wish to send out Email 'Campaigns' from within your UnionCloud site to your membership, it's broken down into three sections. 
[[Campaign Manager]]
:*Union Campaigns
:*NUS Campaigns
:*Representation

=== Groups ===
[[File:Groups_Menu.png|frame|200px|Groups Menu from UnionCloud Dashboard.]]
Groups is the catch all term we use to describe any student group we want to give some access and independence to on our Website. Typically, these are Sports Clubs & Societies, however, some also use it for Course reps, mailing lists, interest groups and one-off projects.
 
If the people in charge of said group have been assigned permissions, then they can also manage themselves, their own ''minisite'', their own memberships / prices, events, emails and more.

The Sections of the Groups Menu are;
*[[Manage Groups]]
*[[Manage Group Promotions|Manage Group Promotions]]
*[[Manage Awards|Manage Group Awards]]

=== Events ===
[[File:Events_Menu.png|frame|200px|Events Menu from Union Cloud Dashboard.]]
The events section is a useful tool used for eTicketing, Door Entry (Scanning / Redeeming tickets at an event), Obtaining information in advance from all of your guests, notifying them of updates, and giving the abilty to promote events, to boost attention or sales.
 
The Sections of the Events Menu are;
*[[Manage Events]]
*[[Manage Event Promotions|Event Promotions]]
*[[Redeem Tickets]]
*[[Manage Ticket Orders|Ticket Orders]]

=== Eshop ===
[[File:EShop Menu.png|thumb|eShop Menu from UnionCloud Dashboard.]]
There are currently three options available relating to eShops within UnionCloud sites; None, Managed, or Union. 
'''None''' is straight forward, a non commercial union who do not wish to sell products. 
'''Managed''' is an eShop managed by the UnionCloud team, and stocked by [http://www.eponashop.com/ Epona], the Fairtrade clothing supplier that is a subsidiary of NUS, as the shop. 
'''Union''' is the most common option, and refers to an eShop managed by a member of staff at your Union, and requires you to upload and maintain your stock, and stock levels, reviewing and dispatching orders. 
The financial breakdown for Managed and Union is slightly different, you can get these details by contacting you Membership Engagement Executive. 
The Sections of the Eshop Menu are;
*[[Manage Products|Products]]
*[[Manage Product Categories|Categories]]
*[[Manage Orders|Orders]]
*[[Manage Colours|Colours]]
*[[Manage Eshop Promotions|Product Promotions]]
*[[Manage Category Discount|Category Discount]]
*[[Shipping Charges Upload]]
*[[Stock Report]]

=== Democracy ===
[[File:Democracy Menu.png|thumb|Democracy Menu from UnionCloud Dashboard.]]
The Democracy section of UnionCloud includes all features relating to student participation and representation within your Union. Here you can run elections which students can nominate themselves for or vote in. You can also use the Student Voice module for students to raise ideas and petitions or referendums to understand your students' opinions on particular issues.

The Sections of the Democracy Menu are;
*[[Elections]]
:*[[Elections#Manage Categories|Manage Categories]]
:*[[Elections#Manage Positions|Manage Positions]]
:*[[Elections#Manage Elections|Manage Elections]]
:*[[Elections Dashboard]]
*[[Referendums]]
*[[Student Voice]]
:*[[Student Voice#Setup|Setup]]
:*[[Student Voice#Manage Ideas|Manage Ideas]]
:*[[Student Voice#Manage Comments|Manage Comments]]
*[[Digital Rep]]
:*[[Digital Rep#Setup|Setup]]

=== Volunteering ===
[[File:Volunteering Menu.png|thumb|Volunteering Menu from UnionCloud Dashboard.]]
The Sections of the Volunteering Menu are;
*[[Dashboard]]
*[[Volunteering Setup]]
*[[Manage Volunteers]]
*[[Manage organisations/projects]]
*[[Manage opportunities]]
*[[Manage reports]]
*[[Upload organisation/project]]
*[[Volunteer awards]]

=== Reports ===
[[File:Reports Menu.png|thumb|Reports Menu from UnionCloud Dashboard.]]
The Sections of the Reports Menu are;
*[[NUS Analytics]]
:*[[NUS Analytics#Dynamic KPI's|Dynamic KPIs]]
:*[[NUS Analytics#Charts|Charts]]
:*[[NUS Analytics#Student Activity Report|Student Activity Report]]
*[[Event Booking Details]]
*[[Finance Report]]
*[[Group Committee Report]]
*[[Membership Details]]

== [[Version History]] ==

Links to Version Updates / Release Notes, this stub stores the most recent 3 sprints, and the most recent three major releases, however if you are looking for full details you can find all release / sprint data on the [[Version History]] page.

=== Major Updates ===
*[[Release 25]] - 25th June 2016
*[[Release 26]] - 26th November 2016
*[[Release 27]] - 6th May 2017

=== Sprint Updates ===
* [[Patch: 24th May 2018]]
* [[Patch: 29th May 2018]]
* [[Patch: 01st June 2018]]

== UnionCloud Newsletter ==
We will keep an up-to-date archive of previous UnionCloud briefings and newsletters if you wish to go back and review them for any reason.

Below you can see the three most recent newsletters, but if you want to see them all you can visit our [[UC Briefing Archive]].
* [https://mailchi.mp/5aa2340e5563/july18-catch-up-1751193 July 2018]
* [https://mailchi.mp/415a05193ab8/june18-catch-up-1750993 June 2018]
* [https://mailchi.mp/9a87e2bbec69/may18-catch-up-1750701 May 2018]

== Misc Info ==
Here we'll list links or info about any documentation that isn't necessarily directly UnionCloud, but may still relate to your usage of the platform.

[[UnionCloud Sub-Domain List]]

=== Finance ===
*[[Transaction Fees]]

===Code Snippets===
*[[Modify Site Background Image or Colour]]
*[[Change Officer Stripe Speed]]
*[[Hide Events on index]]
*[[Show Count on All Usergroups]]
*[[Simple image slideshow]]
*[[Auto load content on scroll]]
*[[Rename Student Voice Module]]
*[[Auto select single group membership type]]
*[[Rename tab in Elections Stats Dashboard]]
*[[Hide Group email preferences from user]]

===Experimental===
*[[Userscript experimental local features]]

===Developer APIs===
*[[Getting Started With API's]]
*[[API PHP Wrapper]]
*[https://nationalunionofstudents.webex.com/nationalunionofstudents/lsr.php?RCID=04ef572078655728e31404b1643a2ed7 API Webinar]

Main Page

2018-07-24T12:17:30Z

Amy.russell:

[[File:NUS_Connect.png|thumb|200px|Screenshot of the NUS Connect Website, one of the heaviest users of the UnionCloud Platform.]]

This Community Wiki, is our venture in hoping that we can provide to you the best, most up to to date, comprehensive, and yet easy to understand support possible. Though our team will be working hard to ensure we cover, and keep on top of this, providing help, support, and guidance on all areas of UnionCloud, there are only so many hours in the day. As with all 'Wiki' based websites, we're going to be asking for a little bit of help from you guys, the community. If you're looking through here, and there is something you've noticed is missing, feel free to add it, or let us know that you'd like some help on a particular topic adding. With your help, we can make this a hugely successful support mechanism to allow you to create the best UnionCloud platforms possible for your own institutions!
 
Ash
 
Digital Support Executive
== About ==
First time here? All you need to do is quickly register, as soon as you have, you will be able to view more content, and even make edits! 

==FAQ's / Common Questions ==
*[[GDPR|'''Tell me about GDPR''']]
*[[User Groups & Permissions|How do I give people permissions on UnionCloud?]]
*[[How to set up an election|How do I set up an election?]]
*Creating an Event
*Uploading a News Story
*[[Other Support|What other support can I get for UnionCloud?]]

== What would you like help with? ==
These are the major areas you will come across using the ''Back End'' of UnionCloud.

=== Admin ===
[[File:Admin_Menu.png|frame|200px|Admin Menu from UnionCloud Dashboard.]]

The Admin section of the UnionCloud Dashboard contains all of the tools you as the Administrator are likely to need to make sure that your site functions, and functions correctly. Everything from setting up the specific ID's students are allowed to register with, Single Sign On, Nominal Codes for your finance teams, Data Uploads, and more.

It is the main suite of tools you will use to manage your site, [[Setup]], is mainly used, as it would suggest, in the setup of your website, the crucial settings, and, custom email responses, often this is made up of the settings that doesn't require changing too often. The other group of tools, you will use more frequently, though which tools are available to you will depend on which UnionCloud package you are on.

The Sections of the Admin Menu are;
*[[Setup]]
*[[User Groups & Permissions|User Groups]]
*[[Remote Sales]]
*[[User Account Details]]
*[[Manage Refunds]]
*[[Manage Course Rep]]
*[[Upload Files]]
*[[Android App]]

=== Website ===
[[File:Website Menu.png|thumb|Website Menu from UnionCloud Dashboard.]]
MarComs is a Portmanteau of the words ''Marketing'', and ''Communications'', and that is largely what this section covers, it includes all of the areas to edit content on your site, add '[[Articles Manager|News Articles]]', send out Emails to your members ([[Campaign Manager|Campaigns]]), and managing all of your [[Images Library|Uploaded Images]] & [[Documents Manager|Documents]]. 
 
Some areas, like Developers Toolkit, are slightly more advanced still and allow users with the know how to alter the structure of their site, the navigation, the order / location of pages and more, it also gives the ability to add widgets, sub-sites, and with one of the extra packages, customise the CSS and Javascript within the site, allowing a greater level of bespoking. 
 
The Sections of the MARCOMS Menu are;
*[[Web Site Manager]]
*[[Developers Toolkit]]
*[[Articles Manager]]
*[[Documents Manager]]
*[[Images Library]]
*[[Logo]]
*[[301 Redirect]]

=== Campaigns ===
[[File:Campaigns Menu.PNG|thumb|Campaigns Menu from UnionCloud Dashboard.]]
Previously from within the MARCOMS Section, these have been separated out now for Clarity. Campaigns is the section you visit if you wish to send out Email 'Campaigns' from within your UnionCloud site to your membership, it's broken down into two sections. 
[[Campaign Manager]]
:*Union Campaigns
:*NUS Campaigns
:*Representation

=== Groups ===
[[File:Groups_Menu.png|frame|200px|Groups Menu from UnionCloud Dashboard.]]
Groups is the catch all term we use to describe any student group we want to give some access and independence to on our Website. Typically, these are Sports Clubs & Societies, however, some also use it for Course reps, mailing lists, interest groups and one-off projects.
 
If the people in charge of said group have been assigned permissions, then they can also manage themselves, their own ''minisite'', their own memberships / prices, events, emails and more.

The Sections of the Groups Menu are;
*[[Manage Groups]]
*[[Manage Group Promotions|Manage Group Promotions]]
*[[Manage Awards|Manage Group Awards]]

=== Events ===
[[File:Events_Menu.png|frame|200px|Events Menu from Union Cloud Dashboard.]]
The events section is a useful tool used for eTicketing, Door Entry (Scanning / Redeeming tickets at an event), Obtaining information in advance from all of your guests, notifying them of updates, and giving the abilty to promote events, to boost attention or sales.
 
The Sections of the Events Menu are;
*[[Manage Events]]
*[[Manage Event Promotions|Event Promotions]]
*[[Redeem Tickets]]
*[[Manage Ticket Orders|Ticket Orders]]

=== Eshop ===
[[File:EShop Menu.png|thumb|eShop Menu from UnionCloud Dashboard.]]
There are currently three options available relating to eShops within UnionCloud sites; None, Managed, or Union. 
'''None''' is straight forward, a non commercial union who do not wish to sell products. 
'''Managed''' is an eShop managed by the UnionCloud team, and stocked by [http://www.eponashop.com/ Epona], the Fairtrade clothing supplier that is a subsidiary of NUS, as the shop. 
'''Union''' is the most common option, and refers to an eShop managed by a member of staff at your Union, and requires you to upload and maintain your stock, and stock levels, reviewing and dispatching orders. 
The financial breakdown for Managed and Union is slightly different, you can get these details by contacting you Membership Engagement Executive. 
The Sections of the Eshop Menu are;
*[[Manage Products|Products]]
*[[Manage Product Categories|Categories]]
*[[Manage Orders|Orders]]
*[[Manage Colours|Colours]]
*[[Manage Eshop Promotions|Product Promotions]]
*[[Manage Category Discount|Category Discount]]
*[[Shipping Charges Upload]]
*[[Stock Report]]

=== Democracy ===
[[File:Democracy Menu.png|thumb|Democracy Menu from UnionCloud Dashboard.]]
The Democracy section of UnionCloud includes all features relating to student participation and representation within your Union. Here you can run elections which students can nominate themselves for or vote in. You can also use the Student Voice module for students to raise ideas and petitions or referendums to understand your students' opinions on particular issues.

The Sections of the Democracy Menu are;
*[[Elections]]
:*[[Elections#Manage Categories|Manage Categories]]
:*[[Elections#Manage Positions|Manage Positions]]
:*[[Elections#Manage Elections|Manage Elections]]
:*[[Elections Dashboard]]
*[[Referendums]]
*[[Student Voice]]
:*[[Student Voice#Setup|Setup]]
:*[[Student Voice#Manage Ideas|Manage Ideas]]
:*[[Student Voice#Manage Comments|Manage Comments]]
*[[Digital Rep]]
:*[[Digital Rep#Setup|Setup]]

=== Volunteering ===
[[File:Volunteering Menu.png|thumb|Volunteering Menu from UnionCloud Dashboard.]]
The Sections of the Volunteering Menu are;
*[[Dashboard]]
*[[Volunteering Setup]]
*[[Manage Volunteers]]
*[[Manage organisations/projects]]
*[[Manage opportunities]]
*[[Manage reports]]
*[[Upload organisation/project]]
*[[Volunteer awards]]

=== Reports ===
[[File:Reports Menu.png|thumb|Reports Menu from UnionCloud Dashboard.]]
The Sections of the Reports Menu are;
*[[NUS Analytics]]
:*[[NUS Analytics#Dynamic KPI's|Dynamic KPIs]]
:*[[NUS Analytics#Charts|Charts]]
:*[[NUS Analytics#Student Activity Report|Student Activity Report]]
*[[Event Booking Details]]
*[[Finance Report]]
*[[Group Committee Report]]
*[[Membership Details]]

== [[Version History]] ==

Links to Version Updates / Release Notes, this stub stores the most recent 3 sprints, and the most recent three major releases, however if you are looking for full details you can find all release / sprint data on the [[Version History]] page.

=== Major Updates ===
*[[Release 25]] - 25th June 2016
*[[Release 26]] - 26th November 2016
*[[Release 27]] - 6th May 2017

=== Sprint Updates ===
* [[Patch: 24th May 2018]]
* [[Patch: 29th May 2018]]
* [[Patch: 01st June 2018]]

== UnionCloud Newsletter ==
We will keep an up-to-date archive of previous UnionCloud briefings and newsletters if you wish to go back and review them for any reason.

Below you can see the three most recent newsletters, but if you want to see them all you can visit our [[UC Briefing Archive]].
* [https://mailchi.mp/5aa2340e5563/july18-catch-up-1751193 July 2018]
* [https://mailchi.mp/415a05193ab8/june18-catch-up-1750993 June 2018]
* [https://mailchi.mp/9a87e2bbec69/may18-catch-up-1750701 May 2018]

== Misc Info ==
Here we'll list links or info about any documentation that isn't necessarily directly UnionCloud, but may still relate to your usage of the platform.

[[UnionCloud Sub-Domain List]]

=== Finance ===
*[[Transaction Fees]]

===Code Snippets===
*[[Modify Site Background Image or Colour]]
*[[Change Officer Stripe Speed]]
*[[Hide Events on index]]
*[[Show Count on All Usergroups]]
*[[Simple image slideshow]]
*[[Auto load content on scroll]]
*[[Rename Student Voice Module]]
*[[Auto select single group membership type]]
*[[Rename tab in Elections Stats Dashboard]]
*[[Hide Group email preferences from user]]

===Experimental===
*[[Userscript experimental local features]]

===Developer APIs===
*[[Getting Started With API's]]
*[[API PHP Wrapper]]
*[https://nationalunionofstudents.webex.com/nationalunionofstudents/lsr.php?RCID=04ef572078655728e31404b1643a2ed7 API Webinar]

UnionCloud Sub-Domain List

2018-07-16T10:37:15Z

Amy.russell: added urls

Here is a list of all UnionCloud subdomains.

{| class="wikitable"
|-
! Students' Union !! Subdomain !! URL
|-
| Beds SU || beds || beds.unioncloud.org
|-
| Birkbeck Students' Union || birkbeck || birkbeck.unioncloud.org
|-
| Bradford College || bradford || bradford.unioncloud.org
|-
| Bristol SU || bristol || bristol.unioncloud.org
|-
| Cambridge University Students' Union || cusu || cusu.unioncloud.org
|-
| Canterbury College Students' Union || cantcol || cantcol.unioncloud.org
|-
| Cornwall College Students' Union || ccsu || ccsu.unioncloud.org
|-
| Derby College Students' Union || dcsu || dcsu.unioncloud.org
|-
| Durham SU || durham || durham.unioncloud.org
|-
| Edge Hill University Students' Union || esu || esu.unioncloud.org
|-
| GCU Students' Association || gcusa || gcusa.unioncloud.org
|-
| Glyndŵr Students' Union || glyn ||glyn.unioncloud.org
|-
| Huddersfield Students' Union || hudsu || hudsu.unioncloud.org
|-
| Lancaster Students' Union || lansu || lansu.unioncloud.org
|-
| Leeds Beckett Students' Union || leedsbeckettsu || leedsbeckettsu.unioncloud.org
|-
| Leeds City College Students' Union || lccsu || lccsu.unioncloud.org
|-
| Leeds Trinity Students' Union || leedstrinitysu || leedstrinitysu.unioncloud.org
|-
| Liverpool Guild of Students || lgos || lgos.unioncloud.org
|-
| Liverpool Hope Students' Union || liverpoolhopesu || liverpoolhopesu.unioncloud.org
|-
| Liverpool Students' Union || ljmu || ljmu.unioncloud.org
|-
| Marjon Students' Union || marjon || marjon.unioncloud.org
|-
| Marjon Students' Union || marjon || marjon.unioncloud.org
|-
| Manchester Metropolitan University Students' Union || manmet || manmet.unioncloud.org
|-
| Nottingham Trent Students' Union || ntsu || ntsu.unioncloud.org
|-
| Oxford Brookes Students' Union || obsu || obsu.unioncloud.org
|-
| QMUSU || qmusu || qmsu.unioncloud.org
|-
| Sheffield Students' Union || ssu || ssu.unioncloud.org
|-
| St Mary's University Students' Union || stmary || stmary.unioncloud.org
|-
| Students' Union at Bournemouth University || bsu || bsu.unioncloud.org
|-
| Students' Union University of the Arts London || suarts || suarts.unioncloud.org
|-
| Trinity Saint David Students' Union || tsdsu || tsdsu.unioncloud.org
|-
| Union of Kingston Students || kusu || kusu.unioncloud.org
|-
| University of Abertay Dundee Students' Association || abert || abert.unioncloud.org
|-
| University of Bolton Students' Union || ubsu || ubsu.unioncloud.org
|-
| University of Bradford Union of Students || ubu || ubu.unioncloud.org
|-
| University of Central Lancashire Students' Union || uclan || uclan.unioncloud.org
|-
| University of Cumbria Students' Union || ucsu || ucsu.unioncloud.org
|-
| University of Leicester Students' Union || leicesterunion || leicesterunion.unioncloud.org
|-
| University of Manchester Students' Union || umsu || umsu.unioncloud.org
|-
| University of Northampton Students' Union || northampton || northampton.unioncloud.org
|-
| University of Salford Students' Union || salford || salford.unioncloud.org
|-
| University of South Wales Students' Union || uswsu || uswsu.unioncloud.org
|-
| University of Suffolk Students' Union || suffolk || suffolk.unioncloud.org
|-
| University of Sunderland Students' Union || sunderlandsu || sunderlandsu.unioncloud.org
|-
| University of West London Students' Union || uwlsu || uwlsu.unioncloud.org
|-
| University of York Students' Union || yusu || yusu.unioncloud.org
|-
| Winchester Student Union || winchesterstudents || winchesterstudents.unioncloud.org
|-
|}

Campaign Manager

2018-04-20T16:26:35Z

Amy.russell: Updated formatting

{{url|<nowiki>/administrator/union_campaigns?status=union</nowiki>}}

Campaign Manager, this is our answer to a Bulk Email Sender / Email Manager, Solus Marketing Email tool, Mail Chimp, whatever you feel like calling it.

If you want to send your emails out to your members, this is the way to go about it, you can use this tool to send emails to everyone, just marketing opt-ins, or even very specific groups of students, by creating Dynamic User Groups, which you can find info on doing in the [[User Groups & Permissions]] section!

==Union Campaigns==

This page is divided into two sections '''Union Pending Campaigns''' and '''Union Past Campaigns'''

===Union Pending Campaigns===

This section will list all campaigns that have been designed by a union, and completed, but not sent out, some unions will plan campaigns months in advance, or for the whole year ahead for example, and just leave them here, ready to be sent at particular dates / times, others will use this section to store templates for fortnightly emails.

[[File:2018-04-20 1647.png|frameless]]

===Past Campaigns===

{{url|<nowiki>/administrator/union_campaigns?status=unionpast</nowiki>}}
On this screen you can see all previous campaigns run by the Union, under the Campaign Manager tool, it displays fairly basic information on the surface though this can be expanded upon, it shows you; The Name of the Campaign, The Type of Campaign, the Purpose, The Number of Recipients, link (appearing as an open envelope) to view the content, the date sent, it's status, the address it was sent from, and some options to View, Delete, Show Statistics, or Copy.

[[File:2018-04-20 1652.png|frameless]]

====Statistics====
[[File:2018-04-20 1653.png|frameless]]

The Show statistics option brings up a small overlay giving yo the following information
*Number of emails sent:
*Number of emails delivered: (and %)
*Number of emails opened: (and %)
*Number of click-throughs in email (and %)
*Number of emails bounced (and %)

[[File:2018-04-20 1655.png|frameless]]

==Create Campaign==

{{url|<nowiki>/administrator/union_campaigns/new?status=union</nowiki>}}

[[File:2018-04-20 1703.png|frameless]]

===Base Questions===
This section, presents you with a number of fields to populate

* '''Name''' - This must be unique to any campaign you run, some unions like to include relevant keywords like Freshers / Elections / Name of an Event / A Year / Month

* '''Purpose''' - This field doesn't have to be unique and many unions use it to help filter, they categorise campaigns by Marketing / Comms / Sabb Update / Nominations etc.

* '''Campaign Type''' - Select Commercial / Communication, depending on whether you are emailing Opt Ins (Commercial), or emailing ALL Students (Communication)

===Include / Exclude Criteria===

The next section, is used for targeting specific groups of students, and is split into two sections, Include, and Exclude, both contain the same filters;

In each case you have to tick the checkbox if you intend to use the filter;

* '''User is between ages''' [Age1] [Age2] - Fairly straight forward way to set age range based emails.

After this check box, you have the option of choosing [Any] or [All] if you want to add multiple user groups to the filter, you can use this to add any of the default groups, such as Admin, Confirmed Students, Activated Students, Non-Students, Groups Created from Registration Questions, or you can add any [[Custom User Groups]] that you've created, this is particularly useful if you want to target a very specific group of students, by creating a Custom Group, using the Dynamic User Group filters.

After you have set your include / exclude criteria, click on the orange '''Show Target Audience''' button, which will give me a summary of the target audience you have set, and also the number of users it will be sent to.

[[File:2018-04-20 1708.png|frameless]]

===Header / Footer===

If you continue down the page, you will see a 'From' box;

* '''From''' - this box is a drop down that will list any email addresses, that you have enabled to send emails within the [[Setup]] - Emails section. This is useful if you want to send out different emails from different departments at other points in time

*[Checkbox] Default Union Email Header
*[Checkbox] Default Union Email Footer

The above two options set whether you need to include any Header / Footer content in the Campaign you are sending out, or if you just wish to user you Unions standard content, for example if you were sending out a commercial 3rd party email, you may not want it to include your header and footer, you can update your Header and Footer in the [[Setup]] - CMS section.

===Email Content===

Finally you can complete your email content, you can do this either by using the CK Editor, or switching to source and pasting in any HTML that you've written, or received to be included in a mail out.
A few things to bear in mind

* Think about the sizes of your images, some users will be viewing on mobile devices
* Compatibility, think about your use of Styles, not all HTML / CSS are compatible with Outlook for example.
* Scalability, Responsiveness - look for a template that will re-size based on Screen size!

[[File:2018-04-20 1712.png|frameless]]

==NUS Campaigns==

This page has two tabs which show both pending and past
The two sections below are for you to view, and veto any campaigns NUS intends to use.

[[File:NUS Campaign.png|frameless]]

===NUS Pending Campaigns===

This screen shows you any campaigns that NUS has planned to be sent out in the coming few weeks, with an option to Veto the campaign, if the union in question has any particular disagreements with the content of the campaign.

===NUS Past Campaigns===
As with Union past campaigns, this screen gives a summary of all previous campaigns, including access to the statistics, as has been broken down above.

[[File:Past Campaigns.png|frameless]]

Campaign Manager

2018-04-20T16:25:41Z

Amy.russell: Updated content

{{url|<nowiki>/administrator/union_campaigns?status=union</nowiki>}}

Campaign Manager, this is our answer to a Bulk Email Sender / Email Manager, Solus Marketing Email tool, Mail Chimp, whatever you feel like calling it.

If you want to send your emails out to your members, this is the way to go about it, you can use this tool to send emails to everyone, just marketing opt-ins, or even very specific groups of students, by creating Dynamic User Groups, which you can find info on doing in the [[User Groups & Permissions]] section!

==Union Campaigns==

This page is divided into two sections '''Union Pending Campaigns''' and '''Union Past Campaigns'''

===Union Pending Campaigns===

This section will list all campaigns that have been designed by a union, and completed, but not sent out, some unions will plan campaigns months in advance, or for the whole year ahead for example, and just leave them here, ready to be sent at particular dates / times, others will use this section to store templates for fortnightly emails.

[[File:2018-04-20 1647.png|frameless]]

===Past Campaigns===

{{url|<nowiki>/administrator/union_campaigns?status=unionpast</nowiki>}}
On this screen you can see all previous campaigns run by the Union, under the Campaign Manager tool, it displays fairly basic information on the surface though this can be expanded upon, it shows you; The Name of the Campaign, The Type of Campaign, the Purpose, The Number of Recipients, link (appearing as an open envelope) to view the content, the date sent, it's status, the address it was sent from, and some options to View {{View}}, Delete{{Delete}}, Show Statistics{{Stats}}, or Copy{{Copy}}.

[[File:2018-04-20 1652.png|frameless]]

====Statistics====
[[File:2018-04-20 1653.png|frameless]]

The Show statistics option brings up a small overlay giving yo the following information
*Number of emails sent:
*Number of emails delivered: (and %)
*Number of emails opened: (and %)
*Number of click-throughs in email (and %)
*Number of emails bounced (and %)

[[File:2018-04-20 1655.png|frameless]]

==Create Campaign==

{{url|<nowiki>/administrator/union_campaigns/new?status=union</nowiki>}}

[[File:2018-04-20 1703.png|frameless]]

===Base Questions===
This section, presents you with a number of fields to populate

* '''Name''' - This must be unique to any campaign you run, some unions like to include relevant keywords like Freshers / Elections / Name of an Event / A Year / Month

* '''Purpose''' - This field doesn't have to be unique and many unions use it to help filter, they categorise campaigns by Marketing / Comms / Sabb Update / Nominations etc.

* '''Campaign Type''' - Select Commercial / Communication, depending on whether you are emailing Opt Ins (Commercial), or emailing ALL Students (Communication)

===Include / Exclude Criteria===

The next section, is used for targeting specific groups of students, and is split into two sections, Include, and Exclude, both contain the same filters;

In each case you have to tick the checkbox if you intend to use the filter;

* '''User is between ages''' [Age1] [Age2] - Fairly straight forward way to set age range based emails.

After this check box, you have the option of choosing [Any] or [All] if you want to add multiple user groups to the filter, you can use this to add any of the default groups, such as Admin, Confirmed Students, Activated Students, Non-Students, Groups Created from Registration Questions, or you can add any [[Custom User Groups]] that you've created, this is particularly useful if you want to target a very specific group of students, by creating a Custom Group, using the Dynamic User Group filters.

After you have set your include / exclude criteria, click on the orange '''Show Target Audience''' button, which will give me a summary of the target audience you have set, and also the number of users it will be sent to.

[[File:2018-04-20 1708.png|frameless]]

===Header / Footer===

If you continue down the page, you will see a 'From' box;

* '''From''' - this box is a drop down that will list any email addresses, that you have enabled to send emails within the [[Setup]] - Emails section. This is useful if you want to send out different emails from different departments at other points in time

*[Checkbox] Default Union Email Header
*[Checkbox] Default Union Email Footer

The above two options set whether you need to include any Header / Footer content in the Campaign you are sending out, or if you just wish to user you Unions standard content, for example if you were sending out a commercial 3rd party email, you may not want it to include your header and footer, you can update your Header and Footer in the [[Setup]] - CMS section.

===Email Content===

Finally you can complete your email content, you can do this either by using the CK Editor, or switching to source and pasting in any HTML that you've written, or received to be included in a mail out.
A few things to bear in mind

* Think about the sizes of your images, some users will be viewing on mobile devices
* Compatibility, think about your use of Styles, not all HTML / CSS are compatible with Outlook for example.
* Scalability, Responsiveness - look for a template that will re-size based on Screen size!

[[File:2018-04-20 1712.png|frameless]]

==NUS Campaigns==

This page has two tabs which show both pending and past
The two sections below are for you to view, and veto any campaigns NUS intends to use.

[[File:NUS Campaign.png|frameless]]

===NUS Pending Campaigns===

This screen shows you any campaigns that NUS has planned to be sent out in the coming few weeks, with an option to Veto the campaign, if the union in question has any particular disagreements with the content of the campaign.

===NUS Past Campaigns===
As with Union past campaigns, this screen gives a summary of all previous campaigns, including access to the statistics, as has been broken down above.

[[File:Past Campaigns.png|frameless]]

File:Past Campaigns.png

2018-04-20T16:24:46Z

Amy.russell:

Past Campaigns

File:NUS Campaign.png

2018-04-20T16:22:58Z

Amy.russell:

NUS Campaign

File:2018-04-20 1712.png

2018-04-20T16:13:00Z

Amy.russell:

Campaign content

File:2018-04-20 1708.png

2018-04-20T16:10:18Z

Amy.russell:

Criteria

File:2018-04-20 1703.png

2018-04-20T16:04:23Z

Amy.russell:

Create Campaigns

File:2018-04-20 1655.png

2018-04-20T15:56:27Z

Amy.russell:

Statistics

File:2018-04-20 1653.png

2018-04-20T15:53:37Z

Amy.russell:

Statistics

File:2018-04-20 1652.png

2018-04-20T15:52:35Z

Amy.russell:

Past Campaigns

File:2018-04-20 1647.png

2018-04-20T15:51:26Z

Amy.russell:

Pending Campaigns

Main Page

2018-04-20T15:38:54Z

Amy.russell: Updated this menu

[[File:NUS_Connect.png|thumb|200px|Screenshot of the NUS Connect Website, one of the heaviest users of the UnionCloud Platform.]]

This Community Wiki, is our venture in hoping that we can provide to you the best, most up to to date, comprehensive, and yet easy to understand support possible. Though our team will be working hard to ensure we cover, and keep on top of this, providing help, support, and guidance on all areas of Union Cloud, there are only so many hours in the day.
 
As with all 'Wiki' based websites, we're going to be asking for a little bit of help from you guys, the community. If you're looking through here, and there is something you've noticed is missing, feel free to add it, or let us know that you'd like some help on a particular topic adding. With your help, we can make this a hugely successful support mechanism to allow you to create the best Union Cloud platforms possible for your own institutions!
 
Ash
 
Digital Support Executive
== About ==
First time here? All you need to do is quickly register, as soon as you have, you will be able to view more content, and even make edits! 

==FAQ's / Common Questions ==
*[[GDPR|'''Tell me about GDPR''']]
*[[User Groups & Permissions|How do I give people permissions on Union Cloud?]]
*[[How to set up an election|How do I set up an election?]]
*Creating an Event
*Uploading a News Story
*[[Other Support|What other support can I get for UnionCloud?]]

== What would you like help with? ==
These are the major areas you will come across using the ''Back End'' of Union Cloud.

=== Admin ===
[[File:Admin_Menu.png|frame|200px|Admin Menu from Union Cloud Dashboard.]]

The Admin section of the Union Cloud Dashboard contains all of the tools you as the Administrator are likely to need to make sure that your site functions, and functions correctly. Everything from setting up the specific ID's students are allowed to register with, Single Sign On, Nominal Codes for your finance teams, Data Uploads, and more.

It is the main suite of tools you will use to manage your site, [[Setup]], is mainly used, as it would suggest, in the setup of your website, the crucial settings, and, custom email responses, often this is made up of the settings that doesn't require changing too often. The other group of tools, you will use more frequently, though which tools are available to you will depend on which Union Cloud package you are on.

The Sections of the Admin Menu are;
*[[Setup]]
*[[User Groups & Permissions|User Groups]]
*[[Remote Sales]]
*[[User Account Details]]
*[[Manage Refunds]]
*[[Manage Course Rep]]
*[[Upload Files]]
*[[Android App]]

=== Website ===
[[File:Website Menu.png|thumb|Website Menu from Union Cloud Dashboard.]]
MarComs is a Portmanteau of the words ''Marketing'', and ''Communications'', and that is largely what this section covers, it includes all of the areas to edit content on your site, add '[[Articles Manager|News Articles]]', send out Emails to your members ([[Campaign Manager|Campaigns]]), and managing all of your [[Images Library|Uploaded Images]] & [[Documents Manager|Documents]]. 
 
Some areas, like Developers Toolkit, are slightly more advanced still and allow users with the know how to alter the structure of their site, the navigation, the order / location of pages and more, it also gives the ability to add widgets, sub-sites, and with one of the extra packages, customise the CSS and Javascript within the site, allowing a greater level of bespoking. 
 
The Sections of the MARCOMS Menu are;
*[[Web Site Manager]]
*[[Articles Manager]]
*[[Documents Manager]]
*[[Images Library]]
*[[Developers Toolkit]]
*[[301 Redirect]]

=== Campaigns ===
[[File:Campaigns Menu.PNG|thumb|Campaigns Menu from Union Cloud Dashboard.]]
Previously from within the MARCOMS Section, these have been separated out now for Clarity. Campaigns is the section you visit if you wish to send out Email 'Campaigns' from within your UnionCloud site to your membership, it's broken down into two sections. 
[[Campaign Manager]]
:*Union Campaigns
:*NUS Campaigns

=== Groups ===
[[File:Groups_Menu.png|frame|200px|Groups Menu from Union Cloud Dashboard.]]
Groups is the catch all term we use to describe any student group we want to give some access and independence to on our Website. Typically, these are Sports Clubs & Societies, however, some also use it for Course reps, mailing lists, interest groups and one-off projects.
 
If the people in charge of said group have been assigned permissions, then they can also manage themselves, their own ''minisite'', their own memberships / prices, events, emails and more.

The Sections of the Groups Menu are;
*[[Manage Groups]]
*[[Manage Group Promotions|Manage Promotions]]
*[[Manage Awards]]

=== Events ===
[[File:Events_Menu.png|frame|200px|Events Menu from Union Cloud Dashboard.]]
The events section is a useful tool used for eTicketing, Door Entry (Scanning / Redeeming tickets at an event), Obtaining information in advance from all of your guests, notifying them of updates, and giving the abilty to promote events, to boost attention or sales.
 
The Sections of the Events Menu are;
*[[Manage Events]]
*[[Redeem Tickets]]
*[[Manage Event Promotions|Manage Promotions]]
*[[Manage Ticket Orders]]

=== Eshop ===
[[File:EShop Menu.png|thumb|eShop Menu from Union Cloud Dashboard.]]
There are currently three options available relating to eShops withing Union Cloud sites; None, Managed, or Union. 
'''None''' is straight forward, a non commercial union who do not wish to sell products. 
'''Managed''' is an eShop managed by the Union Cloud team, and stocked by [http://www.eponashop.com/ Epona], the Fairtrade clothing supplier that is a subsidiary of NUS, as the shop. 
'''Union''' is the most common option, and refers to an eShop managed by a member of staff at your Union, and requires you to upload and maintain your stock, and stock levels, reviewing and dispatching orders. 
The financial breakdown for Managed and Union is slightly different, you can get these details by contacting you Membership Engagement Executive. 
The Sections of the Eshop Menu are;
*[[Manage Products|Products]]
*[[Manage Product Categories|Categories]]
*[[Manage Orders|Orders]]
*[[Manage Colours|Colours]]
*[[Manage Eshop Promotions|Product Promotions]]
*[[Manage Category Discount|Category Discount]]
*[[Shipping Charges Upload]]
*[[Stock Report]]

=== Democracy ===
[[File:Democracy Menu.png|thumb|eShop Menu from Union Cloud Dashboard.]]
The Sections of the Democracy Menu are;
*[[Elections]]
:*[[Elections#Manage Categories|Manage Categories]]
:*[[Elections#Manage Positions|Manage Positions]]
:*[[Elections#Manage Elections|Manage Elections]]
:*[[Elections Dashboard]]
*[[Referendums]]
*[[Student Voice]]
:*[[Student Voice#Setup|Setup]]
:*[[Student Voice#Manage Ideas|Manage Ideas]]
:*[[Student Voice#Manage Comments|Manage Comments]]

=== Volunteering ===
[[File:Volunteering Menu.png|thumb|Volunteering Menu from Union Cloud Dashboard.]]
The Sections of the Volunteering Menu are;
*[[Dashboard]]
*[[Volunteering Setup]]
*[[Manage Volunteers]]
*[[Manage organisations/projects]]
*[[Manage opportunities]]
*[[Manage reports]]
*[[Upload organisation/project]]
*[[Volunteer awards]]

=== Reports ===
[[File:Reports Menu.png|thumb|Reports Menu from Union Cloud Dashboard.]]
The Sections of the Reports Menu are;
*[[NUS Analytics]]
:*[[NUS Analytics#Dynamic KPI's|Dynamic KPIs]]
:*[[NUS Analytics#Charts|Charts]]
:*[[NUS Analytics#Student Activity Report|Student Activity Report]]
*[[Event Booking Details]]
*[[Finance Report]]
*[[Group Committee Report]]
*[[Membership Details]]

== [[Version History]] ==

Links to Version Updates / Release Notes, this stub stores the most recent 3 sprints, and the most recent three major releases, however if you are looking for full details you can find all release / sprint data on the [[Version History]] page.

=== Major Updates ===
*[[Release 25]] - 25th June 2016
*[[Release 26]] - 26th November 2016
*[[Release 27]] - 6th May 2017

=== Sprint Updates ===
* [[Patch: 02nd April 2018]]
* [[Patch: 10th April 2018]]
* [[Patch: 17th April 2018]]

=== Newsletter Links ===
We will keep an up to date archive of previous UnionCloud briefings if you wish to go back and review them for any reason, below you can see the three most recent Briefings, but if you want to see them all you can visit our [[UC Briefing Archive]].
*[[Briefing_Q2_2017]]
*[[Briefing_Q1_2017]]
*[[Briefing_Q4_2016]]

== Misc Info ==
Here we'll list links or info about any documentation that isn't necessarily directly Union Cloud, but may still relate to your usage of the platform.

[[UnionCloud Sub-Domain List]]

=== Finance ===
*[[Transaction Fees]]

===Code Snippets===
*[[Modify Site Background Image or Colour]]
*[[Change Officer Stripe Speed]]
*[[Hide Events on index]]
*[[Show Count on All Usergroups]]
*[[Simple image slideshow]]
*[[Auto load content on scroll]]
*[[Rename Student Voice Module]]
*[[Auto select single group membership type]]
*[[Rename tab in Elections Stats Dashboard]]
*[[Hide Group email preferences from user]]

===Experimental===
*[[Userscript experimental local features]]

===Developer APIs===
*[[Getting Started With API's]]
*[[API PHP Wrapper]]
*[https://nationalunionofstudents.webex.com/nationalunionofstudents/lsr.php?RCID=04ef572078655728e31404b1643a2ed7 API Webinar]

Volunteering Setup

2018-04-20T14:26:06Z

Amy.russell: Edited screenshots

This is the section that will teach you all about the Volunteering Module, and how it works.

More thorough guides on the volunteering module can also be found via Zendesk: unioncloud.zendesk.com

The setup area for volunteering has 2 parts

* Registration and Admin Questions
* Messages

==Registration and Admin Question==

The Registration and Admin Questions section splits into 4 different tabs

* Organisation/Project Registration
* Volunteer Registration
* Profile setup
* Admin Questions

[[File:2018-04-20 1506.png|frameless]]

===Organisation/Project Registration===

UnionCloud will ask mandatory questions on your behalf when an organisation first registers with you, name of organisation, address, etc. Within the Organisation/Project Registration setup area you can ask your own specific questions that you would like to ask all organisations when they first register with you. You have the option through the 'action' box to make a question 'required' so you can make it mandatory for that organisation to provide an answer to your question and/or you can select the option for a 'file upload' on a question if you wanted an organisation to provide you with a certain document, for example a recent health and safety policy. This area is aimed to help you gain the most information you can from voluntary organisations at the point of registration.

Like other areas of the site you can also configure the way in which people can provide responses to your questions through the 'display as' box where you can select 'single select dropdown', 'multi select dropdown', 'text box' and 'check box'.

[[File:2018-04-20 1511.png|frameless]]

===Volunteer Registration===

This page is identical to the above page in the way it is setup but this is the page that your students will see and have to complete when they first register as a volunteer on your platform.

[[File:2018-04-20 1513.png|frameless]]

'''Profile Setup'''

There is a two staged process to a student joining your Union as a volunteer, the registration process which is the page just covered above, then they have the option to continue and complete their 'volunteering profile'. Students can stop and save their information at the point of registration and can come back to complete their profile at a later point in time of they wanted to. BUT students will NOT be able to apply for a volunteering opportunity until they have completed their profile. (On the volunteering dashboard you can see the number of students that may have not completed their profile and you can contact these people through a dynamic filter in usergroups should you wish too).

In the profile sections students are asked a series of questions, from 'areas of interest' to 'skills they'd like to gain'. Here in this setup section you have the ability to change some of the alias names (underlined in blue into different options that might be more appropriate for your Union. You can do this by selecting the edit icon presented next to each word.

[[File:2018-04-20 1515.png|frameless]]

===Admin Questions===

Within this area you can setup specific questions that only an admin member of staff can see on a student volunteer profile. The way in which to amend this question functionality is the same as other areas of the site, (an explanation is detailed above in the 'organisation/project registration').

[[File:2018-04-20 1518.png|frameless]]

==Messages==

Within the messages area you can configure some of the system generated, mandatory messages that are asked of both organisation and student volunteer at the point of registration. To edit these messages please select the edit icon on the right.

[[File:2018-04-20 1524.png|frameless]]

File:2018-04-20 1524.png

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Messages

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MEssages

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Admin Questions

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Profile Setup

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Student Questions

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Registration Questions

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Registration

Manage Volunteers

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All the students that have ever registered via your volunteering module can be viewed on this page.

[[File:2018-04-20 1453.png|frameless|Volunteers]]

On selecting the 'volunteering profile' icon at the end of each row you can view volunteers enrollment details (the information they provide on registration), their profile, admin questions and volunteering awards.

Please note: The admin questions is the area as an admin member where you can log additional information to a students'record that only you and other administrators can see.

[[File:2018-04-20 1457.png|frameless|View Volunteer Application]]

File:2018-04-20 1457.png

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View Volunteer Application

File:2018-04-20 1453.png

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Manage organisations/projects

2018-04-20T10:56:17Z

Amy.russell: Updated screenshots

This page will give you a breakdown on all those organisations that have ever registered with you.

On the far right action icon at the end of each row you can view information on each organisation, edit/amend information on an organisation as and where necessary and add an opportunity on their behalf should you ever need to.

[[File:2018-04-20 1148.png|frameless|Organisations/Projects]]

==Create an Opportunity==

If you need to create an opportunity on behalf of an organisation, select the relevant icon and you will be directed to the '''Create Opportunity''' page.

From here you can define the details of the opportunity, including the areas of interest and the number of volunteers needed.

You can then save this and publish it or keep a draft until you are ready to make it live.

[[File:2018-04-20 1155.png|frameless|Create Opportunities]]

File:2018-04-20 1155.png

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Create Opportunity

File:2018-04-20 1148.png

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Organisations/Projects

Manage opportunities

2018-04-20T10:47:03Z

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This section allows you to maintain your volunteering opportunities. This includes both current and expired opportunites

You can also view and manage the applications for these opportunities and any timesheet requests that have been made.

[[File:2018-04-20 1125.png|frameless|Opportunities]]

==Opportunities==

Within this area you can get a quick dashboard view in more detail of how all your volunteering opportunities are performing, with figures assigned to each key area below for each opportunity.

* Active registration
* Pending registration
* Number of volunteers declined
* Total number of registration
* Approved timesheets
* Pending timesheets
* Declined timesheets
* Total number of timesheets

[[File:2018-04-20 1126.png|frameless|Opportunities]]

===Managing Opportunities===

Through the 'Action' cog icon on each opportunity you can also open up more options for each opportunity, you can view opportunity information, edit/amend opportunity information should you wish to, view all volunteering applications made for that opportunity and timesheet requests that have been made for each opportunity.

[[File:2018-04-20 1128.png|frameless|Cog Options]]

==Applications==

In applications you can view all applications that have been made by students to volunteer for opportunities. If you are approving volunteer applications before they get forwarded onto volunteering organisations this is where you can review student volunteers applications and approve/decline them by selecting the cog icon at the very end of each row.

[[File:2018-04-20 1133.png|frameless|Applications]]

When you select the cog you will be able to approve or decline the application immediately.

[[File:2018-04-20 1134.png|frameless|Approve or Decline ]]

===Exporting to Excel===

You can also export a list of all of the applications in am excel file by clicking on the '''Export to Excel''' button.

[[File:2018-04-20 1140.png|frameless|Export to Excel]]

==Timesheet requests==

Once a student has submitted a timesheet for the hours they have volunteered for, you/the organisation where relevant will have to accept/approve the timesheet before it is allocated/logged on the students profile.

[[File:2018-04-20 1142.png|frameless|Timesheet Requests]]

You can also edit the timesheet from here by selecting the cog icon.

[[File:2018-04-20 1144.png|frameless|Cog Options]]

This will allow you to edit the hours completed and related dates as necessary.

[[File:2018-04-20 1146.png|frameless|Timesheet amending]]

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Timesheet amending

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Cog Options

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Timesheet Requests

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Export to Excel

File:2018-04-20 1134.png

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Approve or Decline

File:2018-04-20 1133.png

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Applications

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Cog Options

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Opportunities

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Opportunities

Manage reports

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Within this area you are able to generate numerous reports from your volunteering module.

[[File:2018-04-20 1105.png|frameless|Reports]]

In the drop down menu you will be able to see your choice of reports to generate:

* List of Organisations/Projects
* List of Opportunities
* List of Opportunity Categories
* List of Registered Volunteers
* List of Volunteer Profiles
* List of Volunteering Applications
* List of Volunteering Timesheets

On selecting and generating a report, an excel file will be downloaded with all your report information for you.

[[File:2018-04-20 1112.png|frameless|Export]]

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Export

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Reports

Upload organisation/project

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Amy.russell: Updated screenshots

This page is where you can upload organisations easily in a bulk upload through a CSV file.

On this page you are provided with a CSV template in which you can insert organisations details and upload.

If you are using this functionality please make sure you use the exact template to upload your information in, make sure you have provided all the information in the mandatory (red asterisked) fields and you have taken notice of the green hint texts. These hint texts are important to take notice of because failure to adhere to the formatting of the information that is inserted will mean that your information will not successfully upload.

Once you have uploaded your file, make sure you return to this page the next day to check whether you have any error reports. Only unsuccessful records will be reported back to you to rectify, all correct records will have been uploaded successfully (you will be able to see a difference in your volunteering organisations usergroup that you can see on the main usergroups section in the admin area/or on your volunteering dashboard).

[[File:2018-04-20 1101.png|frameless|Upload Organisation]]

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Upload Organisations

Volunteer awards

2018-04-20T09:56:55Z

Amy.russell: Updated screenshots

You can create awards with your own criteria and once the criteria for a certain award has been reached by a volunteer they will automatically be rewarded with it, notified via e-mail and it will be recorded within their volunteering report in their account/profile.

[[File:2018-04-20 1049.png|frameless|Awards]]

==Create Award==

[[File:2018-04-20 1052.png|frameless|Volunteering Award]]

On Selecting 'add an award' you create you own award through populating the following fields:

'''Award name'''

'''Award description'''

'''Award logo'''

'''Hours required'''

This field is mandatory, this triggers the award being sent to the volunteer. Once a volunteer has reached the hours you have selected they will the be allocated this award.

'''Area of interest'''

This field in not mandatory, but you could select awards to a certain area should you wish to, so only an award would be given to somebody if they reached a set number of hours within this area of interest.

'''Range of time-sheet submissions to consider: start and end date'''

Again this is not a field mandatory to complete but should you wish to assign awards to a particular time frame you are able to, for example monthly or annual awards.

File:2018-04-20 1052.png

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Awards

Dashboard

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Amy.russell: Updated formatting

The Volunteering dashboard gives you a comprehensive view of key information in the performance of your volunteering module and has three main sections to it:

* Organisations / Projects Summary
* Opportunities Summary
* Volunteers Summary

[[File:2018-04-20 1025.png|thumb|Dashboard]]

Both the Organisation/Project Summary and Opportunities have graphs to display activity which you can print and/or download in different formats by selecting the small 3 lines (the hamburger menu) in the top right hand side of each chart.

At the top of the dashboard you also have a date picker so you can customize your dashboard to display certain results within a specific time frame if you wanted to.

== Organisations/Project Summary==

'''Registered''': How many organisations have registered with your Union

'''Approved''': How many organisations have been approved by your Union

'''Declined''': How many organisations have been declined by your Union. (PLEASE NOTE: If an organisation has registered and there is not a fundamental reason for you declining them and it it only a case that some information needs amending, rather then declining the organisation, please take the time to e-mail the organisation informing them instead what they may need to do to rectify their registration. Once an organisation has been declined, the organisation would almost become 'black-listed' so they could not register again with the same details).

'''Pending''': The number of organisations that are waiting to be approved/declined.

[[File:2018-04-20 1028.png|frameless|Organisations/Project Summary]]

==Opportunities Summary==

'''Registered''': How many opportunities that have been registered

'''Approved''': How many opportunties have been approved

'''Declined''': How many opportunities have been declined

'''Expired''': How many opportunities have expired (an organisation can set expiry dates on an opportunity for when they want to stop promotion of an opportunity)

'''Closed''': How many opportunities have been closed (this is when an admin member has chosen to close an opportunity)

'''Active''': This is the number of opportunities that are live which students can sign up for and will be the available number displayed on the front end of your volunteering module on your Union website (opportunities that are within the expiry dates that an organisation would have selected).
Pending: Opportunities that are still waiting your approval to be approved or declined.

'''Areas of interest/Desirable skill/Mandatory skill/Skills volunteer can gain'''

[[File:2018-04-20 1030.png|frameless|Opportunities]]

===Tabs===
There are many tabs that sit underneath the Opportunities Summary, all are listed above. Each tab has a number within it which shows you how many opportunities fall within each category. This area is really useful for you to compare with similar tabs that sit under the Volunteers summary as it provides an indicator as to whether your service is meeting your students demands/interest.

[[File:2018-04-20 1031.png|frameless|Tabs]]

== Volunteers Summary==

'''Volunteers registered''': This is the number of students that have registered as a volunteer and are eligible to sign up to any opportunity

'''Volunteers yet to complete profile''': This is the number of students that haven't completed their profile, the extra pages to registration where information on skills, activities interested in etc is gathered. Students cannot sign up to a volunteering opportunity until they have completed their profile. You can contact these students and encourage them to complete their profile through creating a dynamic usergroup where there is a volunteering filter to select those students who haven't completed their profile.

'''Areas of interest/Activities I'd like to do/Skills I have/Skills I'd like to gain'''''

These tabs show you where all you student volunteers interests lie. This area is really useful for you to compare with similar tabs that sit under the Opportunities summary as it provides an indicator as to whether your service is meeting your students demands/interests.

[[File:2018-04-20 1033.png|frameless|Volunteers Summary]]