Full Training Documentation

Publishing

• Site Planner

• Introduction to Site Planner

• Difference between Site Plan and Content Explorer

• Making sense of your Site Planner Content

• Basic Wrapper

• DO NOT DELETE OR RENAME

• SEO

• Adding static content (such as a landing page, about page, home page), etc. -

• Content Publishing Overview

• Creating Pages in Site Planner

• Adding dynamic content such as mission opportunities or giving projects

• Using tags to publish and/or organize content

• Updating header and footer menus

• Managing Default Content, Assigned Content, and Related Content Items -

• Default & Assigned Content

• Related Items

• Search module

• Visibility Conditions

• Requiring Authentication - ADD

• Dashboard modules

• Adding New Columns and Filters to Dashboard Pages (CRM Module, Workflow Data Module)

• Saved Views of Filters

• List of Dashboard Modules

• Tags

• Adding new tags

• File Manager

• Folder structure

• Adding/Deleting files

• Finding files

• Linking to files (local vs external links)

• Sites

• Managing Domains

System

• System Messages

• Understanding and editing system messages

• Variables

• Adding an additional receiver

• Customizing messages by site

• Sending test emails

• Adding images (using full url)

• System Manager

• Running updates

• Rollbacks

• Adding and Understanding Branches

• REMEMBER: Add client to monthly SiteStacker update emails

• Change Log

Contact Management

• CRM

• Introduction to CRM

• People, Groups, Configurations, Files

• CRM Records

• Understanding the various tabs

• Editing CRM

• Merging CRM records

• CRM Entities

• Record Types

• Relationships

• Exports

• Users

• Adding Users

• Adding/Resetting Passwords

• Groups - Managing admin permissions -  

• Component Permissions

• CRM/Entity Permissions

• ACL Tags

• Impersonating users

Data Tools

• Data Groups

• Import Tool

• Crons

• Newsletters

Giving

• Contributions

• Different views of one-time and recurring transactions

• Campaigns
  

• Batches

• Exports

• Managing & Adding Gifts

• Advocacy

• Introduction to Advocacy

• Categories

• Making edits within categories

• Adding Accounting Codes

• Historic Giving

• Payment Processors

• Update Expired Credit Cards

Automation

• Motion 1

• Legacy Clients Only

• Motion 2

• Overview of Workflows

• Basic Contact Forms

• How to roleplay through the workflows

• Adding/removing/changing Tasks & Triggers

• Understanding triggers

• Managing instances/impersonate

• Spark

• Outcomes

• Events

• Understanding and editing existing automation configurations

• Adding new configurations

Dashboards

• Missionary Dashboard

• Donor Management Dashboard

• Child Sponsorship Dashboard

  • http://sitestacker.training/search-results?query=children&filter%5B0%5D=&filter%5B1%5D=

• Mobilization Dashboard