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Implement a Political Action Organization Website

 

 

1.      General Site Setup

During this process you will setup:

·         Your basic website configuration

·         Your organizations personality and brand implementation

Perform the following steps:

a.       Select a Template - read the chapter of Administrative Manual titled “Templates Feature in Detail”

b.      Define a Color Schema  - read the chapter of Administrative Manual titled “Color Scheme Feature in Detail”

c.       Configure Logo & Name - read the chapter of Administrative Manual titled “Logo & Name Feature in Detail”

d.      Configure Greeting Management - read the chapter of Administrative Manual titled “Greeting Page Feature in Detail”

e.       Configure About Us - read the chapter of Administrative Manual titled “About Us & Contact Us Feature in Detail”

f.       Configure Contact Us - read the chapter of Administrative Manual titled “About Us & Contact Us Feature in Detail”

g.      Setup Administrative Users & Staff:

§         Define Security Groups – read the chapter of Administrative Manual titled “User Groups and Security in Detail”

§         Create Contact records – follow the steps outlined in the Quick Tutorial titled “Individually Enter Employee Contacts”

2.      Setup Accounting Options

Implement this process if you would like PortalProdigy to automatically create GL accounting entries for transactions.  PortalProdigy provides a variety of accounting reports for printing both detail and summary accounting information.  It also provides an automated interface to Quick Books to exchange data.

 

During this process you will setup:

·         GL Account Types

·         GL Accounts

Perform the following steps:

a.       Follow the steps outlined in the Quick Tutorial “Setup GL Accounts and Accounting Options”

3.      Setup Membership

During this process you will configure:

·         Membership types including sponsors, pledges, and contributors

·         Membership requirements

·         Membership registration process

·         Membership privileges

Perform the following steps:

a.       Read the chapter of Administrative Manual titled “Membership Features in Detail”

b.      Follow the steps outlined in the Quick Tutorial “Administer or Activate Membership Fees Feature”

c.       Follow the steps outlined in the Quick Tutorial “Administering Items Management Page for Membership Fees”

d.      Follow the steps outlined in the Quick Tutorial “Create a Membership Application”

e.       Follow the steps outlined in the Quick Tutorial “Define, Create and Update Membership Types”

f.       Follow the steps outlined in the Quick Tutorial “Administer or Activate Membership Fees Feature”

4.      Setup Contact Database

During this process you will setup:

·         Special Interest Categories

·         Load Constituents

·         Load Volunteers

·         Load Members

·         Load Contributor Prospects

·         Load Legislative Contacts

·         Load Regulatory Contacts

·         Load Judicial Contacts

·         Load Guest Speakers

·         Load Staff

·         Load Media Contacts

·         Assign Access Rights

Perform the following steps:

a.       Read the chapter of Administrative Manual titled “User Groups and Security in Detail”.

b.      To add new Special Interest Groups follow the steps outlined in the Quick Tutorial titled “Create Special Interest Groups”.

c.       To add new Security Groups follow the steps outlined in the Quick Tutorial titled “Create Security Groups”.

d.      Follow the steps outlined in the Quick Tutorial titled “Administrative Setup of Contact Management Feature”

e.       To import contacts, follow the steps outlined in the Quick Tutorial titled “Import Contacts Excluding Media and LRCA Types”

f.       To manually enter contacts, follow the steps outlined in the Quick Tutorial titled “Individually Enter Contact Records”

5.      Setup Sponsor and Contributors Prospecting Program

During this process you will setup:

·         Prospecting Types

·         Available Actions

·         Load Prospects

·         Assign Access Rights

Perform the following steps:

a.       Read the chapter of Administrative Manual titled “Tickler/Notes – Task, Action, and Prospect Organizer”.

b.      Follow the steps outlined in the Quick Tutorial titled “Activate Ticklers Notes Feature”

c.       To import prospects, follow the steps outlined in the Quick Tutorial titled “Import Contacts Excluding Media and LRCA Types”

d.      To manually enter prospects, follow the steps outlined in the Quick Tutorial titled “Individually Enter Contact Records”

e.       Follow the steps outlined in the Quick Tutorial titled “Add or Update a Tickler or Note - Assign a Task”

6.      Setup Online Donations

During this process you will setup:

·         Donations Entry

·         Credit Card Options

·         Thank you email template

Perform the following steps:

a.       Follow the steps outlined in the Quick Tutorial titled “Activate and Setup the Donations Feature”.

7.      Setup Legislative and Regulatory Calls to Action

During this process you will:

·         Configure Legislative and Regulatory Calls to Action Options

·         Load Legislative, Regulatory and Judicial Contacts

·         Configure features required to broadcast Calls to Action

Perform the following steps:

a.       Follow the steps outlined in the Quick Tutorial titled “Activate the LRCA Feature”

b.      Follow the steps outlined in the Quick Tutorial titled “Create a LRCA Response Notification  Template”

c.       To import Legislative and Regulatory contacts follow the steps outlined in the Quick Tutorial titled “Load a Bulk List of LRCA Contacts”

d.      To manually enter Legislative and Regulatory contacts follow the steps outlined in the Quick Tutorial titled “Individually Enter Legislative Regulatory and Judicial Contacts”

e.       Follow the steps outlined in the Quick Tutorial titled “Create and Launch a Call to Action”

8.      Setup a Knowledgebase

This is one of the leading ways to create political support and attract contributors and constituents.  An online Knowledgebase enables easy access to a wealth of valuable information. 

During this process you will:

·         Configure a searchable knowledgebase

·         Load digital content into the knowledgebase including documents, images, audio files, and other file types.

Perform the following steps:

a.       Read the chapter of Administrative Manual titled “Document Features in Detail”

b.      Follow the steps outlined in the Quick Tutorial “Add a New Resource Document Category”

c.       Follow the step outlined in the Quick Tutorial “Add a Document Resource File or Page to the Website”

d.      The following are suggested Knowledgebase categories:

§         Position Statements

§         Education

§         Research Papers

§         Legislation

§         Articles and Reprints

§         Petitions

§         Action Committee Guidelines

§         Video Trailers

§         Political Ads

9.      Setup Request Forms

During this process you will setup:

·         Become a Volunteer form

·         Keep me Posted form

·         Donate Resources form

·         Media Information Request Form

·         Special Request Form

Perform the following steps:

a.       Follow the steps outlined in the Quick Tutorial titled “Add a Form or Questionnaire to the Website”

10.  Setup Issue Feedback Surveys

During this process you will setup:

·         Survey forms

Perform the following steps:

a.       Follow the steps outlined in the Quick Tutorial titled “Add a Survey”.

11.  Setup Publications Templates

During this process you will setup:

·         Templates for Weekly, Monthly, and Quarterly Newsletters

·         Templates for Event and Seminar Announcements

·         Publication Archives

·         Legal Briefs

·         Issue Briefs

·         Candidate Briefs

Perform the following steps:

a.       Follow the steps outlined in the Quick Tutorial titled “Create a Standard Newsletter or Publication Template”

b.      Follow the steps outlined in the Quick Tutorial titled “Create Link to Publication Archive”

12.  Setup Discussion Groups and Online Forums

Build community and create grass root support for your candidate or issue.

During this process you will setup:

·         Discussion Groups, Online Forums and Web Logs (BLOGS)

Perform the following steps:

a.       Follow the steps outlined in the Quick Tutorial titled “Activate the Discussions Feature”

b.      Follow the steps outlined in the Quick Tutorial titled “Create and Update a Discussion Group”

c.       Follow the steps outlined in the Quick Tutorial titled “Add a Link to Discussions Groups Selection and Discussion Search Page”

13.  Setup Organization’s Press Release and News Function

During this process you will:

·         Configure News Options

·         Load archive of past News Items

·         Load Media Contacts

·         Configure features required to broadcast Press Releases

Perform the following steps:

a.       Follow the steps outlined in the Quick Tutorial titled “Setup and Operate a Press Release and News System”

14.  Setup Directories

Create both private and public listings (people pages) of supporters, sponsors, contributors, speakers, and other types of contacts along with corresponding contact information.

During this process you will setup:

·         Supporter Directory

·         Political Action Committee Members Directory

·         Executive Committee and Board Members Directory

·         Legislative Directory

·         Regulatory Directory

·         Judicial Directory

·         Administrative Services Directory

·         Other Resources Directory

Perform the following steps:

a.       Follow the steps outlined in the Quick Tutorial titled “Create a Member Directory, Yellow Pages or White Pages”

15.  Setup Event Calendar & Registration System

During this process you will setup:

·         Event Calendar for such things as Meetings, Fund Raisers, Public Speaking Engagements, etc. 

·         Online Registration when applicable including registration limits, fees, etc.

·         Event Promotion

Perform the following steps:

a.       Read the chapter of Administrative Manual titled “Events Feature in Detail”.

b.      Follow the steps outlined in the Quick Tutorial titled “Create a Universal Automated Event Announcement Email Notice”

c.       Follow the steps outlined in the Quick Tutorial titled “Create an Event Response Notification Template”

d.      Follow the steps outlined in the Quick Tutorial titled “Create an Events Auto Broadcast Template”

e.       Follow the steps outlined in the Quick Tutorial titled “Create Automatic Confirmation Email to New Event Registrants”

f.       Follow the steps outlined in the Quick Tutorial titled “Activate the Events Feature”

g.      Schedule your Events by following the steps in the Quick Tutorial titled “Add an Event to the Website”

h.      Follow the steps outlined in the Quick Tutorial titled “Show Events on the Home Page Mini Browser”

16.  Setup Online Shopping & Fund Raising Store

During this process you will:

·         Define Product Catalog Categories such as Sports Accessories, Clothing, Gifts, etc.

·         Load Products into the Catalog including their descriptions, pictures, color, sizes, models, price, etc.

·         Implement a Product Search to enable customers to search for products within the catalog.

·         Load a Policies document to display terms, return polices, warranty, etc.

·         Load Brochures for Products

·         Configure Payment options

·         Configure Order options

·         Define Sales Tax Rates

·         Define Shipping Options

·         Define New Customer Signup Options

·         Configure Automated Email Signup and Order Notifications

·         Configure Product Download Options

Perform the following steps:

a.       Follow the steps outlined in the Quick Tutorial titled “Setup a Product Catalog and Online Shopping”

b.      Import products – follow the steps outlined in the Quick Tutorial titled “Import Products” to import product data.

c.       Manually enter products - for each Item to be added, follow the steps outlined in the Quick Tutorial titled “Create a New Product Item Record”

d.      Configure default signup form to register new customers - follow the steps outlined in the Quick Tutorial titled “Build a Quick Registration Page”

17.  Setup Inventory Tracking for Online Shopping & Fund Raising Store

During this process you will:

·         Setup inventoried sizes and colors for each Item

·         Enter initial inventory quantities

Perform the following steps:

a.       Follow the steps outlined in the Quick Tutorial titled “Add Goods Received into Inventory”

18.  Configure Site Navigation

Provide multiple pathways to your website’s content using powerful navigation options.  This process involves verifying that your website contains links to all enabled features, content, and pages; and adding new links as needed. 

During this process you will setup:

·         Menus

·         Mini Browsers

·         Links to Content Pages

Perform the following steps:

a.       Create Menu Items to link to feature components and content - follow the steps outlined in the Quick Tutorial titled “Build a Menu Using Menu Builder”

b.      Create Mini Browsers to promote products and content - Follow the steps outlined in the Quick Tutorial titled “Build a Mini Browser Using Mini Browser Builder”

 

 
 
 
 
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