Implement a Religious Congregation Website
1. General Site Setup During this process you will setup: · Your basic website configuration · Your congregations image and personality 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 People Resource Center During this process you will configure: · Membership types including parishioners, volunteers, staff, missionaries, sponsors, and board members. · 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 Parishioners · Load Volunteers · Load Staff · Load Contributor & Sponsor Prospects · Load Missionaries · Load Instructors · Load Guest Speakers · Load Media Contacts · Load Legislative Contacts · Load Regulatory Contacts · Load Judicial 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 New Parishioners, 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 One or More Exchanges Using the Exchanges feature, organizations can offer their parishioners, staff, sponsors, etc. the opportunity to operate public or private exchanges for the purpose of selling products, promoting jobs, posting resumes, and other sharing networks. Once an exchange is set up, visitors can access it from the website home page. During this process you will configure a: · Gifts and Donations Exchange · Worship Exchange · Child Care Exchange · Religious Singles Exchange · Job Listing Exchange · Resume Submission Exchange Perform the following steps: a. Read the chapter of Administrative Manual titled “Exchange Features in Detail” b. Follow the steps outlined in the Quick Tutorial “Activate the Exchange Feature” c. Follow the steps outlined in the Quick Tutorial “Create an Exchange Notification Email” d. Follow the steps outlined in the Quick Tutorial “Create an Exchange” e. Follow the steps outlined in the Quick Tutorial “Add a Link to a Specific Exchange” f. Follow the steps outlined in the Quick Tutorial “Add a Link to Exchanges Selection Page” 8. Setup a Knowledgebase This is one of the cornerstones for bringing value to your congregation and community. An online Knowledgebase provides an excellent religious and life resource and provides an easy method for disseminating information. During this process you will: · Configure a searchable knowledgebase · Load digital content into the knowledgebase including documents, images, audio files, video file, 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: § Interpretations § Study Group Materials § Study Group Guidelines § Resources for Seniors § Resource for Adults § Resources for Young Adults § Resources for College Students § Resource for High School Students § Resources for Middle School Students § Resources for Children § Resources for Parents § Resource for Single Parents § Community Information § Outreach Programs § Education § Articles and Reprints § Forms and Applications. § Administrative Documents 9. Setup Request Forms During this process you will setup: · Become a Bible Study Leader form · Become a Missionary form · 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 Surveys and Questionnaires During this process you will setup: · Community Feedback Surveys · Program Satisfaction Surveys · Evaluation Surveys · Suggestion Surveys · Needs Assessment Surveys · Issue Surveys · Targeted Group Surveys 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 Events, Study Groups, Community Programs, and Class Announcements · Publication Archives 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 Foster growth and interaction with a variety of specialized discussion groups and forums based on such things as subjects, age groups, and special interests. During this process you will setup: · Discussion Groups and Online Forums 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 parishioners, missionaries, staff, volunteers, sponsors, contributors, speakers, community resources and other types of contacts along with corresponding contact information. During this process you will setup: · Study Group Directory · Services & Programs Directory · Community Resources Directory · Administrative Services Directory · Supporter & Contributor Directory · Executive Committee and Board Members Directory · Legislative Directory · Regulatory Directory · Judicial Directory · Assistance 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 Services, Study Groups, Meetings, Fund Raisers, Guest Speakers, Educational Programs, Retreats, 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. 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” 19. 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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