Manage Groups - Revision history

Charlotte Garratt at 13:12, 22 June 2018

2018-06-22T13:12:32Z

Charlotte Garratt at 13:03, 22 June 2018

2018-06-22T13:03:58Z

Charlotte Garratt at 13:01, 22 June 2018

2018-06-22T13:01:19Z

Charlotte Garratt at 12:59, 22 June 2018

2018-06-22T12:59:21Z

Charlotte Garratt at 12:58, 22 June 2018

2018-06-22T12:58:50Z

Charlotte Garratt at 12:58, 22 June 2018

2018-06-22T12:58:10Z

Charlotte Garratt at 12:50, 22 June 2018

2018-06-22T12:50:54Z

Charlotte Garratt at 14:16, 18 June 2018

2018-06-18T14:16:18Z

Charlotte Garratt at 14:15, 18 June 2018

2018-06-18T14:15:30Z

Charlotte Garratt at 15:13, 26 April 2018

2018-04-26T15:13:47Z

@@ Line 262: / Line 262: @@
 [[File:Manage Posts in Group.png|thumb|right|Manage posts page within a group.]]
 *'''Post Type''' - Select what type of post you are creating.
-*'''Post Title''' - Enter a title for this post.
+*'''Post Title''' <span style="color:#FF0000">'''(Required)'''</span> - Enter a title for this post.
-*'''Start Date/Timing''' Enter a start date for this post.
+*'''Start Date/Timing''' <span style="color:#FF0000">'''(Required)'''</span> - Enter a start date for this post.
 *'''End Date/Timing''' - End an expiry date for this post.
 *'''HEAR Code''' - HEAR or Higher Education Access Route is a college and university scheme which aims to improve the access to education for students from disadvantaged backgrounds. If you have a HEAR code, enter it here.

@@ Line 213: / Line 213: @@
 Here you can create a new campaign.
 [[File:Create Group Campaign.png|thumb|right|Create campaign within a group.]]
-*'''Name''' - Enter a unique name for the email
+*'''Name''' <span style="color:#FF0000">'''(Required)'''</span> - Enter a unique name for the email
 *'''Purpose''' - This does not need to be unique and this can help you sort and filter your campaigns.
-*'''Campaign Type''' - Groups can only send out communication emails.
+*'''Campaign Type''' <span style="color:#FF0000">'''(Required)'''</span> - Groups can only send out communication emails.
 *'''Include/Exclude Criteria''' - The is used to target different groups of members within your group. Please refer to the [[Campaign_Manager#Include_/_Exclude_Criteria|Campaign Manager]] page for help with this.
-*'''From''' - Select an email from the dropdown menu. These emails are created in the emails section of the [[setup]] module.
+*'''From''' <span style="color:#FF0000">'''(Required)'''</span> - Select an email from the dropdown menu. These emails are created in the emails section of the [[setup]] module.
-*'''Email Subject''' - Enter a subject for the email.
+*'''Email Subject''' <span style="color:#FF0000">'''(Required)'''</span> - Enter a subject for the email.
 *'''Default Union Header''' - By default the header is your Union's Logo. To change this deselect this and build a custom header into the top of your email content using the CKEditor.
 *'''Default Union Footer''' - The default footer is created in the [[setup]] module. Deselect this and use the CKEditor to create your own for this email. Remember to put details of how someone can unsubscribe from emails from this group in the footer.

@@ Line 147: / Line 147: @@
 {{note|Here you can create a new event. Fill in the information below and make sure any fields with a red '*' are completed.|reminder}}
 Adding an event in a group works the same as adding an event in the [[Manage_Events|Events]] module.
-*'''Name''' - Give your event a name.
+*'''Name''' <span style="color:#FF0000">'''(Required)'''</span> - Give your event a name.
 *'''Event Code''' - This is field exists as part of a piece of work we are doing, for now please ignore this.
 *'''Nominal Code''' - Select the nominal code for this event. Nominal codes can be created in the setup menu. Seek help from a member of staff at your Union who deals with finance to learn more about how nominal codes are used.
 *'''Cost Centre Code''' - This is field exists as part of a piece of work we are doing, for now please ignore this.
-*'''Event Type''' A drop-down list containing numerous categories for your event types. This helps group events together on the <code><your site>/events</code> page.
+*'''Event Type''' <span style="color:#FF0000">'''(Required)'''</span> - A drop-down list containing numerous categories for your event types. This helps group events together on the <code><your site>/events</code> page.
-*'''Start Date/Timing''' - Choose the start date and time for your event.
+*'''Start Date/Timing''' <span style="color:#FF0000">'''(Required)'''</span> - Choose the start date and time for your event.
-*'''End Date/Timing''' - Choose the end date and time for your event.
+*'''End Date/Timing''' <span style="color:#FF0000">'''(Required)'''</span> - Choose the end date and time for your event.
 *'''Published Date/Timing''' - Choose a date of when you would like this event to appear on your site. This is useful if the event is embargo but needs to go live at a specific date/time.
-*'''Description''' Use the CKEditor to style, add source code or embed content such as images and videos if you wish to. This will be used as the ticket description on the front end of your <code><your site>/events</code> page.
+*'''Description''' <span style="color:#FF0000">'''(Required)'''</span> - Use the CKEditor to style, add source code or embed content such as images and videos if you wish to. This will be used as the ticket description on the front end of your <code><your site>/events</code> page.
 *'''Add Logo''' - Upload an image for your event.
-*'''Venue''' - Add where this event is taking place.
+*'''Venue''' <span style="color:#FF0000">'''(Required)'''</span> - Add where this event is taking place.
-*'''Contact Details''' Add details for users to get in touch with should they need any assistance or have any questions about the event.
+*'''Contact Details''' <span style="color:#FF0000">'''(Required)'''</span> - Add details for users to get in touch with should they need any assistance or have any questions about the event.
 *'''Website URL''' - You have the option to add a link to further information about the event or to a third-party website.
-*'''Event Capacity''' - Enter the total number of tickets that can be sold for this event if you are planning on ticketing the event. If you are not ticketing the event you still need to enter a number into this box but it will not affect the event in any way or appear anywhere on the event.
+*'''Event Capacity''' <span style="color:#FF0000">'''(Required)'''</span> - Enter the total number of tickets that can be sold for this event if you are planning on ticketing the event. If you are not ticketing the event you still need to enter a number into this box but it will not affect the event in any way or appear anywhere on the event.
 *'''Hide Available Ticket Count''' - Check this box if you do not want users to be able to see how many tickets are left for this event.
 *'''Only Over 18s Can Attend''' - Check this box if you want prevent anyone who will be younger than 18 on the day of this event from purchasing a ticket. For example, if a user will be 18 before the date of the event but they are 17 when they make the purchase, UnionCloud will still allow them to complete the purchase.

@@ Line 128: / Line 128: @@
 ====Add User Group====
 Here you can setup a new usergroup for your group and assign it a permission set should people within this group need to edit group content.
-*'''Name''' - Give your usergroup a name.
+*'''Name''' <span style="color:#FF0000">'''(Required)'''</span> - Give your usergroup a name.
 *'''Description''' - Give this usergroup a description.
 *'''Permission Set''' - Select a permission set to assign to this group. If you need to create a new permission set you can do this in the [[setup]] menu.

@@ Line 100: / Line 100: @@
 **Text Box - This is an open field for a user to type what they wish in.
 **Check Box - This can be used for a yes/no question type.
-*'''Question''' - Enter the question in the CKEditor below.
+*'''Question''' <span style="color:#FF0000">'''(Required)'''</span> - Enter the question in the CKEditor below.
 *'''Display for specific membership types''' - If checked a dropdown list will appear below. You can then select the memberships that this question links to. This question will not display on another memberships not selected.

@@ Line 75: / Line 75: @@
 {{note|This page is where you setup your new membership type. You can create as many membership types for one group as you need, you can also link membership types together using the 'mandatory related membership type' field.|reminder}}
-*'''Category''' - Enter a name for this membership.
+*'''Category''' <span style="color:#FF0000">'''(Required)'''</span> - Enter a name for this membership.
 *'''Nominal Code''' - Nominal codes are used for group finances. If applicable, select a code from the list. To setup new codes use the [[setup]] menu.
-*'''Membership length (years)''' - Set a maximum length for this membership type.
+*'''Membership length (years)''' <span style="color:#FF0000">'''(Required)'''</span> - Set a maximum length for this membership type.
 *'''Price''' - Enter a price for this membership.
 *'''Fee''' - If applicable, enter a fee for this membership.
-*'''Availability''' - Online memberships will only be available on your site. Offline memberships are available for users to purchase using the remote sales add-on.
+*'''Availability''' <span style="color:#FF0000">'''(Required)'''</span> - Online memberships will only be available on your site. Offline memberships are available for users to purchase using the remote sales add-on.
 *'''VAT Exempt''' - If you're unsure about this please check with whoever manages the finance for your Union.
 *'''Stop New Sales''' - Enable this to stop all new sales of the membership.
-*'''Description''' - Enter a description for this membership.
+*'''Description''' <span style="color:#FF0000">'''(Required)'''</span> - Enter a description for this membership.
-*'''Eligibility for this membership type''' - Here you can limited this membership to a specific group of users on your site. You can use one of the defaults user groups such as 'Confirmed Students' or a [[User_Groups_%26_Permissions|custom usergroup]] that you have created yourself.
+*'''Eligibility for this membership type''' <span style="color:#FF0000">'''(Required)'''</span> - Here you can limited this membership to a specific group of users on your site. You can use one of the defaults user groups such as 'Confirmed Students' or a [[User_Groups_%26_Permissions|custom usergroup]] that you have created yourself.
 *'''Group membership expiry date''' - Select an expiry date for this membership
 *'''Mandatory related membership type''' - Any memberships you enter here will restrict only those who have already purchased them to purchasing this membership. For example, you could have a standard membership and then top-up memberships which require the purchase of the standard membership to access.

@@ Line 15: / Line 15: @@
 {{note|This section is where you can setup the basic settings for a new group on your site. Once you have completed this page you can then edit other aspects, such as memberships, committee and events, in the [[Manage Groups#Group Management|management page]] for your group.|reminder}}
 [[File:CreateGroup.png|thumb|right|The create group page.]]
-*'''Name''' - Give the group a suitable name.
+*'''Name''' <span style="color:#FF0000">'''(Required)'''</span> - Give the group a suitable name.
 *'''Nominal Code''' - Nominal codes are used for group finances. If applicable, select a code from the list. To setup new codes use the setup menu.
 *'''Description''' - Enter a description for this group.
-*'''Configure email for outgoing mails for this group''' - Enter an email address that communications from this group will be delivered from.
+*'''Configure email for outgoing mails for this group''' <span style="color:#FF0000">'''(Required)'''</span> - Enter an email address that communications from this group will be delivered from.
-*'''Display name''' - Enter a display name for this group communications.
+*'''Display name''' <span style="color:#FF0000">'''(Required)'''</span> - Enter a display name for this group communications.
-*'''Assign Category/Sub Category''' - Helps users to search for groups on your site. Adding it to a sub category will make this group easier to find.
+*'''Assign Category/Sub Category''' <span style="color:#FF0000">'''(Required)'''</span> - Helps users to search for groups on your site. Adding it to a sub category will make this group easier to find.
 *'''Group Tags''' - Enter keywords to help users find this group. Separate each keyword or phrase with a comma.
 *'''Next of king required''' - Enable this to require next of kin details for memberships.

@@ Line 50: / Line 50: @@
 ==Group Management==
 When in the manage groups section, if you click the view {{view}} icon next to a group this will take you into the groups setup pages.
-==Setup==
+===Setup===
 The setup pages is where you can tweak details related to the group, set a group logo, add membership types and group registration questions and also give awards to the group.
 ====Summary====

@@ Line 197: / Line 197: @@
 ===Communications===
-Groups can send emails to their members using this section. It works in the same way as the [[Campaign Manager]] in the MarComs module.
+Groups can send emails to their members using this section. It works in the same way as the [[Campaign Manager]] in the Communicator module.
 ====Group Pending Campaigns====
 This screen will list all campaigns that have been designed by the group and that are either still in progress of being created or are completed but haven't been sent yet. This allows you to get ahead and create all your campaigns ahead of time and be sent out at a particular date and time. You could also create an email template here and use the copy function for new email campaigns rather than starting from scratch each time.