Focus On: Public Pages
Public Pages are designed to work with your website to collect information from the users of your website and import that information into your database. By creating a public page, you will create a URL that you can insert into your website that the public can access to sign up as a volunteer, RSVP to an event or contribute. Once that information is collected, it is submitted to your database for your approval and imported into your database. In this tutorial, you will learn how to set up these pages to add to your website.
Important: User must at least be a standard administrator in order to use this tutorial. Talk to your administrator for more information.
In this tutorial, you will learn:
Lesson 1: How to View Your Progress (Without Adding it to your Website).
Lesson 2: How to Add a Basic Public Page
Lesson 3: How to Add Contribution Levels
Lesson 4: How to Add a Communications to your Page
Lesson 5: How to Add a Code or Code Type to your page
Lesson 6: Using Auto-Responder
Lesson 7: Custom Graphics &endash; What is Stationery?
Special Note for Contribution Pages: Any credit card processing pages are subject to a 5% processing fee.
Lesson 1: How to view your progress
Public Pages are simple to set up and delete. You may create public pages, look at the interface and delete public pages without actually publishing them to your website until you include the URL in your site. You should feel comfortable setting up your pages and adjusting your preferences knowing that the public will not see that page until you link it to your website.
Since you will be able to change preference during the set-up a Public Page, this is not a typical step-by-step process. During each set of steps, you may want to check out the development of your public page. We will teach you had to do this first so that you can view your progress throughout the lesson.
To look at your public page:
1. Make sure your click Save Changes. (If you are starting a new Public Page, DO NOT click on Save Changes until you’ve completed Lesson 2.)
2. Click the Copy button.
3. Go to a NEW browser window and paste into the URL area (where your www address is usually written) and press enter on your keyboard. This will take you to your Public Page.
Refer to this lesson throughout the tutorial to view the progress of your Public Page.
Lesson 2: How to add a basic public page.
1. Go to Management > Public Pages.
2. Click on Add Public Page.
3. The first box is the Page Settings. Complete these areas and click Save Changes when you’re done.
Page Name: An internal name for the page you’re creating.
Page Style: Determines the main format and form fields for your page. There are three main formats for Public Pages: Sign-Up Forms, Contribution Forms, and E-Mail Signup Forms. They are broken out in the Page Style menu as follows:
Sign-Up Forms:
Standard Signup
Short Signup
Standard Signup with Occupation & Employer
Contribution Forms:
Standard Contribution Form
Contribution Form with Multiple Addresses
Contribution Form without Occupation & Employer
Email Forms:
Standard Email Form
Standard Email + Zip Code Form
Stationery: Whether you had us build stationery for you or you built it in the Stationery Manager, you may choose to apply your stationery to you Public Page. To do this, drop down the Stationery menu, and select your Stationery from the list of options.
Location: This is the link you will add to your website when you are finished. You may also check the progress of your page by either clicking the link, or by copy/pasting it into a new browser window.
Redirect on Submit: Check this box if would like your visitors to be redirected to a Thank You page you or your web designer have created. If you do not have a custom Thank You page, leave this box unchecked.
Redirect URL: If you indicated that you do want to redirect visitors to a custom Thank You page by checking ’Redirect on Submit,’ then enter the URL you wish to send them to.
Required Fields: You may indicate which fields your site visitors must fill out in order for the form to submit properly. Your options are:
None: No fields are required to submit the page.
Core Fields: Any field related to a person’s name or address is required.
Specify Required Fields: You may select which fields are required by checking the box next to each field name.
IMPORTANT: Name and address fields are mandatory for any of the Contribution forms; you may not disable them.
Here is how your Page Setting box could look: 
4. The next box is Page Content. Complete these areas and click Save Changes.
Page Label: The text you enter here will appear as the header on your Public Page.
Top Text: This text will appear at the top of your form, above all the form fields.
Bottom Text: This text will appear at the bottom of your form, underneath the ’Submit’ button. This section is often used for a legal disclaimer or a thank you message. If you need to use a legal disclaimer, or would like to, check with your governing agency to see what information it should contain; CompleteCampaigns staff cannot tell you what a legal disclaimer should say.
Affirmation Statement: Anything you enter here will appear above the ’Submit’ button on your page. The text will be preceded by a checkbox, requiring people to check the box before the form will submit. The Affirmation Statement is typically used for legal reasons when a governing agency requires contributors to confirm information (e.g. age, citizenship, and so forth) before a contribution can be made.
Align: Will justify your text and the form fields either right, left, or center.
Show: You must check the Show checkboxes for the text in your Page Content sections to appear on your page.
Here is an example of how your Page Content could look:
5. The next box is Notifications. Notifications do not make a visual impact on your Public Page but instead tells the system to send an email to a user within BackOffice when this page is used. For instance, for a contribution page, you may choose to notify your treasurer when a contribution is made. Click Add Notification and select the users you wish to notify. (Only users in BackOffice will be notified; the email address to which the notification is sent is the email address listed in that person’s User Information).
6. Click Save Changes and use Lesson 1 to review your progress.
Lesson 3: How to add contribution levels
If you are not working on a contribution page, skip to lesson 4. Contribution levels can be added if you want your contributors to make a contribution of a certain amount. For example, this could be for Bronze, Silver and Gold contribution levels.
To add a contribution level:
1. Designate the following:
Section Label: This text will be viewable to site visitors; it is the title you’re giving to this area.
Default Category: Choose a category to have your levels default to for contributions made without a contribution level selected.
Style: Choose a layout for your contribution levels:
· Standard: This will display your contribution levels as a drop-down menu, and will automatically populate the designated amount into the Amount field.
· Radio Buttons: This will display your contribution levels as radio buttons; the level labels will not appear.
· Radio Buttons with Level Labels: This will display your level labels with the amounts in parenthesis.
2. Click on Add Contribution Level
3. In the new pop-up box, give the contribution level a name (like Bronze Level) in the Level Label field.
4. In the Amount field, type the amount of the contribution required for this level (like 25).
5. In the Category dropdown, select the Category for these types of contributions.
6. Click Add. Continue adding contribution levels until you are finished.
7. Click Close.
8. Click Save Changes and use Lesson 1 to review your progress.
Lesson 4: How to add a communications to your page
Here you can specify the communications to be added to the records imported through your Public Pages. For example, if you have a volunteer page, you may want all the people who signed up to volunteer imported into your database with a Follow-Up Needed Reminder. Then, you can assign these follow-ups to your Volunteer Coordinator so that he or she remembers to contact each new volunteer. In this lesson, you’ll learn how to add those communications.
How to add a communication to your page:
1. Click on the Add Communication button, and enter the following fields.
Label:Type the name of that you are giving this communication. You will want to take into consideration your layout for this communication. For instance, if it’s an RSVP layout, you may want to label the communication, ”Yes! I will be attending”
Communication: This is the dropdown box where you can select the communication you want to tag incoming records.
Layout: There are different types of layouts for different purposes.
· RSVP: This layout is for responding to an event.
· TextArea: This layout can be used if you are looking for your website users to type a response.
· Checkbox: This layout is for multiple communications or when you need a simple yes or no response.
· Hidden: This layout is when you do not need a response at all. For instance, if you want all submissions to have the communication Follow-up Need Reminder: Call, you can give the page this communication and use the layout hidden.
Show Memo: Allows your user to add a memo that will added to the memo section of the communication.
2. Complete the fields and click Add. When you are finished, click Close.
3. Click Save Changes, and use Lesson 1 to review your progress.
Lesson 5: How to add a code or code type
Here you can specify the codes to be added to the records imported through your Public Pages. For example, if you have a volunteer page, you may want site visitors to either choose their preferred volunteer activity (e.g. ’Deliver Yard Signs,’ ’Help in the Office,’ and so on), or to be generally coded simply as ”Volunteer.” In this lesson, you’ll learn how to add those codes to your Public Page.
How to Add a Code to your page:
1. Click on the Add Code button.
Code: This dropdown box has all your codes. Select the code that you wish to add for this public page. You will want to take into consideration your layout when you choose the code. For instance, if you are going if you want site visitors to check off what activities they want, we recommend you have codes that directly correspond to those activities.
Code Label: This text will be how your code is labeled on your page; it is the name your site visitors will see. Internally, you may have a code that isn’t easy to read. This gives you a chance to type a more comprehensible name. For instance, the code may be ”0206TicketGalaVol” but you can write, ”Sell Tickets for the February Gala.”
Layout: There are different types of layouts for different purposes. Each will appear differently on your website.
· Checkbox: This layout is for multiple codes or when you need a simple yes or no response.
· Select: This layout is when you want the user to select an option from a dropdown list.
· Hidden: This layout is when you do not need a response at all. For instance, if you want all submissions to have the code Volunteer, you can give the page this code and use the layout hidden.
Order: The number designates what order the code will appear in on your Public Page.
Show Memo: Allows your users to add a note that will added to the memo section of the code.
2. Complete the fields and click Add. When you are finished, click Close.
3. Click Save Changes and use Lesson 1 to review your progress.
Adding a Code Type to a Public Page allows you to add all your codes under a code type to a page. For instance, if you have a dozen specific volunteer codes under the code type Volunteer. You can add all the codes to your page.
To Add a Code Type to your page:
1. Click Add Code Type.
2. Select your Code Type from the dropdown list.
3. Select your Layout.
4. Click Add.
5. Click Save Changes and use Lesson 1 to review your progress.
Note: If you do not have Code Types, you will not see the Add Code Types button.
Lesson 6: Using Auto-Responder
Auto-Responder will send an e-mail to the person who just filled out their information on the page. For example, if you would like an automatic e-mail sent to your contributors thanking them for their contribution, you can enable Auto-Responder on your Contribution Page. Simply enter the message you would like to be sent, and as soon as the contributor clicks the ’submit’ button on your page, they will receive your auto-response.
To set up Auto-Responder:
1. Click Send Auto-Response. The menu will expand.
2. Enter the name you would like to associate with the sender’s email address in From Name.
3. Drop down From Email and choose the email address you would like appear as the sender of the email. Note that replies to your auto-response will go to this email address.
4. Enter a subject line for your email in the Subject field.
5. In the Response Message, type the text of your message. You may use the Merge Fields button to insert fields like name, amount, etc.
6. Click Save Changes.
Important Notes about Auto-Responder:
· If you are not set up to send Broadcast Emails, you will not be able to use Auto-Responder. Click here to set up your database for Broadcast Emails.
· Site visitors must enter their email address in order to receive an auto-response.
· Do not copy/paste anything from Microsoft Word into the text fields in auto-responder.
Lesson 7: Custom Graphics &endash; What is Stationery?
Stationery is when you want the public page to look exactly like your existing website. This allows the user of your website to feel like they are still on your site when they are signing up to be a volunteer or contributing on-line. Not only does it inspire user confidence in submitting their information on-line, it also adds to the professionalism of your site.
If you are using a combination of our SiteBuilder product and our Public Pages, you won’t need to worry about a page match; this is done automatically in the BackOffice system.
Should you decide to use Stationery, you have two options:
Build your own Public Page Stationery
· You can build stationery containing the formatting and graphics you would like. Go to Management > Stationeries to do this.
· Note that the CompleteCampaigns Support Staff cannot instruct you as to the HTML you should or should not use in your stationery. We only recommend this option for users with advanced knowledge of HTML.
Have us build Public Page Stationery for you
· We can do a custom page match. Send us a link to the page you would like us to match and we’ll give you an estimate on the custom design work.
· You will want to allow a max of seven days for us to complete this once you approve the estimate.
What's next?