Neal Harrington | [email protected] | 704.578.1248 | 6701 Fairview Rd., Charlotte, NC 28210 | www.redstampede.com
REDSTAMPEDE REDEFINE POSSIBLE
PLATFORM / SITE APPLICATIONS OVERVIEW
SITE / PLATFORM MANAGER
1. Configuration Settings
2. Features: Enable / Disable
DESIGN / THEME MANAGER
1. Site Graphics Manager
2. Rotating Banner Manager
3. Upload Manager
CONTENT MANAGER
Pages Builder
Menu Builder
Press Release Builder
News Stories Builder
CONSTITUENT MANAGER
Volunteer Builder
Activity Builder
Pledge Your Support Builder
FUNDRAISING MANAGER
Donation Page Setup
Donation Landing Page Manager
Personal Fundraising Page Setup
1
Neal Harrington | [email protected] | 704.578.1248 | 6701 Fairview Rd., Charlotte, NC 28210 | www.redstampede.com
REDSTAMPEDE REDEFINE POSSIBLE
OVERVIEW
The first integrated online management solution for political and nonprofit organizations.
Red Stampede allows you to easily manage your website, constituents, communications, fundraising, database, and analytics from a single secure cloud based platform.
The site is managed through the “Admin Portal” –
a web based site and content management system designed to allow site Administrators (“Admins”) to control and operate their entire online operation based on their specific needs.
The Admin Portal automates several site tasks and functions that are unique and customizable by each user; and integrates with any existing system that has an API. Currently, we have programmed and integrated email platforms
such as MailChimp, database systems
such as Salesforce, payment processors
such as Authorize.net and PayPal, instant messengers such as Olark, spam filters
such as Recaptcha, multiple social networks, and Google Apps.
Details
Specs
Training
SITE / PLATFORM MANAGER
The back-bone of your RS web applications
- controls many of your platform's
automated actions, functions, and
integrations with other systems including
database CRM's, email systems, social
network's, live chat, and Google Apps. You
also manage which system-wide features are
activated & which tools are available to your
supporters inside the application.
READ MORE
DESIGN / THEME MANAGER
You are always in control of your
platform’s look and feel. Modify your
overall theme or update specific graphics to
keep a fresh look without having to worry
about programming or altering the
functionality of your tools.
READ MORE
CONTENT MANAGER
Easily manage your web content, menus
and submenus, press releases, and news
stories without having to know any
computer programming.
READ MORE
CONSTITUENT MANAGER
Create custom landing pages and micro-sites
to entice visitors to take action. Whether it’s
scheduling volunteers, signing a petition,
collecting endorsements, or pledging
support for your cause, you have the ability
to empower, entice, and reward your
constituents.
READ MORE
FUNDRAISING MANAGER
Create unlimited, custom donation pages
for your website, email campaigns,
fundraising events, and online donor
contests with a few clicks. But don’t stop
there – give your supporters their own
personal fundraising page with the option
to make it into a money-bomb for their
friends and family.
READ MORE
2
Neal Harrington | [email protected] | 704.578.1248 | 6701 Fairview Rd., Charlotte, NC 28210 | www.redstampede.com
REDSTAMPEDE REDEFINE POSSIBLE
SITE / PLATFORM MANAGER CONFIGURATION SETTINGS The Central Command Center for many of the site’s functions, automations, and platform integrations are controlled and managed through this embedded webpage inside the Admin Portal under the Site Builders section.
Currently, Red Stampede completes the configuration settings for each site prior to launch. Site Admins maintain control over these settings prior to and after the sites launch
There are certain settings which are dependent on other elements inside the platform. An example is if a site is deployed to have a blog only featured layout on the homepage of the site; then only the “blog collection count” field would be applicable under the Homepage Configuration section as shown below.
Site Name Candidate's User ID (system.) Full Name of Candidate/Org. Purpose Contact Address Contact City / ST / Zip Contact Phone Candidate Email RSS Feed Title RSS Feed Description Site Support Email Paypal Cancel Notification Email
Blog Collection Count News Collection Count Press Release Collection Count Event Collection Count
Website Groups Events Fundraising Pages
Site Title Site Keywords Site Description (Google search pages) Yahoo! Site Explorer
Successful Site Registration Message From (User ID) Successful Profile Completion Message From (User ID)
Facebook Fan Page Twitter Username YouTube Page Flickr Page LinkedIn Account
X Login X Tran Key Payment Processor URL Subscription URL Subscription Login Subscription Trans Key Test
Hosted Button Embed
□ Title that your site will be called □ System generated ID of the parent organization (Candidate, Nonprofit, Co.) □ Name of the site owner (Candidate, Organization, or Entity) □ Mission statement or mantra □ Mailing street address of client □ Mailing city, St, and Zip of client □ Primary phone number of client □ Official email address of the candidate or leader of the organization □ Title of the syndication Feed generated from blogs, events, and groups used for aggregations. □ A brief description of the syndication feed that will be used by search engines and other media aggregations. □ Site Supp: Email(s) of who should receive email notification of site issues □ PayPal Cancellation Notice Email address of account owner
□ Number of Blog postings to display on homepage □ Number of News Story postings to display on homepage unless Premium Blog Display Selected □ Number of Press Releases to display on homepage unless Premium Blog Display Selected □ Number of Events to display on homepage unless Premium Blog Display Selected
□ Default content placed in the body of emails sent to user’s contacts to join the site or network □ Default content placed in the body of emails sent to user’s friends inside their network or contacts from other sources to join a group □ Default content placed in the body of emails sent to user’s friends inside the network or contacts from other sources to attend an event □ Default content placed in the body of emails sent to user’s friends inside the network or contacts from other sources to donate to their page
□ The title of the site which will be listed on Google Search □ Unlimited number of keywords to help boost site SEO □ Brief description about the site’s purpose (normally a portion of the candidate’s or organizations profile or bio) □
□ Automated landing page content and email message that will be system generated and sent to each user for successful “Site Registration” □ User ID of whom the “Successful Site Registration” message will be from □ Automated landing page content and email message that will be system generated and sent to each user for completing their profile □ User ID of whom the successful “Profile Completion” message should come from
□ The user id or URL for the Facebook "Fan" page
□ The campaign's Twitter account username □ The URL or user id of the campaign's YouTube account □ The URL of the campaign's Flickr account
□ The URL for the campaign's LinkedIn account
□ The Authorize.net X Login ID for campaign donations □ The Autorize.net X Tran Key (Transaction Key) for campaign donations □ Get from Autorize.net □ Get from Autorize.net □ Get from Autorize.net □ Test: TRUE to enable test mode, or FALSE to disable test mode; if TRUE, no transactions will be processed; Default: FALSE
□ This is the HTML Code from PayPal for the campaign’s donate button
3
Neal Harrington | [email protected] | 704.578.1248 | 6701 Fairview Rd., Charlotte, NC 28210 | www.redstampede.com
REDSTAMPEDE REDEFINE POSSIBLE
API Key API Secret Application ID Comment Owner ID - (FB User ID)
API Key
API Key API Secret User ID
WSDL User Password Token
Identity/Key
Web hook API Key API Key List ID
Analytics Key Maps Key Recaptcha
Award Notifier User ID Points Explanation URL
Google URL Text Above Calendar Link Text Below Calendar Link
□ This is the API code needed to display a Facebook Fan Box on a Red Stampede site □ The app API Key from developers.facebook.com/apps □ The app API secret from developers.facebook.com/apps □ The app application ID from developers.facebook.com/apps □ The user ID of the site owner that Facebook Comments will be owned by
□ This is the API code needed to display their Twitter Feed on a Red Stampede site
□ The Flickr API key from flickr.com/services/api
□ The Flickr API secret from flickr.com/services/api
□ The Flickr User ID
□ The Web Services Description Language (WSDL) XML file for the campaign's Salesforce account □ Salesforce Username □ Salesforce Password □ The Client’s Salesforce generated security token
□ This is the API code needed to integrate instant messaging into your site & allow visitors to chat with reps from your organization
□ The Webhook API key from kb.mailchimp.com/topic/api
□ The API key from kb.mailchimp.com/topic/api □ The mailing list id from MailChimp
□ The Google Analytics API key □ The Google Maps API key □ Spam Controlling Filter
□ The user ID from which award notifications will be sent from □ The URL for the page / blog that explains the Activity Indexing System and list the point values associated with each user action
□ The URL for the Google calendar □ Admin controlled text that will be displayed above the Google calendar □ Admin controlled text that will be displayed below the Google calendar
4
Neal Harrington | [email protected] | 704.578.1248 | 6701 Fairview Rd., Charlotte, NC 28210 | www.redstampede.com
REDSTAMPEDE REDEFINE POSSIBLE
FEATURES: ENABLE / DISABLE Control and manage which features are available on your platform and within your private social network.
The following site-wide features to be controlled and managed through the site manager: CRUD blogs, blog comments, events, friends, messages, donations, CRUD fundraising, points, invites display, online chat, login/signup
The following user dashboard features are controlled and managed through the site manager: CRUD blogs, blog comments, events, friends, messages, donations, CRUD fundraising, points, invites display, online chat, login/signup
Admins may select which modules are activated on the site and which widgets to display on each user’s personal dashboard by checking or un-checking the box next to the feature listed
A box with a check mark indicates that feature is disabled with the exception of the Allow Login/Signup feature which should always remain checked to allow visitors to register for the site
5
Neal Harrington | [email protected] | 704.578.1248 | 6701 Fairview Rd., Charlotte, NC 28210 | www.redstampede.com
REDSTAMPEDE REDEFINE POSSIBLE
THEME MANAGER SITE GRAPHICS MANAGER Much of the product platform has evolved to allow non technical users to control, manage, and edit many of the platform’s functional and design elements. Site Admins control certain design elements of their site’s theme and graphics through the Site Graphics Manager:
Choose Your Theme
This feature is used to change the site’s base theme to a theme from any previous launched site.
This feature should not be used unless you have programming and design experience as it may affect certain elements of the site which have been customized.
Favicon
The Favicon is the icon image that is displayed next to the name of the site in the browser tab.
Main Graphic
This graphic is also referred to as the “Header Graphic” in the design guide.
It’s the main graphic which appears at the top of every page.
Certain elements of this graphic are server side controlled and/or controlled through the Configuration Settings including the site search placement, the number, type, and placement of the social connector icons, and the placement of the purchase / donate button.
Home Boxes
This graphic is also referred to as the “Home Box/3 Banner Sprite” in the design guide.
Admins may upload the images and specify the name and link to appear for each box which is displayed on the homepage only.
The functionality of first box is server-side controlled and functions as a registration area for visitors and a call to action area for users signed in to the platform.
The background and border colors are controlled by CSS in the all.css style sheet.
Site Disclaimer
The site disclaimer appears at the bottom of the page. It can include a copyright.
6
Neal Harrington | [email protected] | 704.578.1248 | 6701 Fairview Rd., Charlotte, NC 28210 | www.redstampede.com
REDSTAMPEDE REDEFINE POSSIBLE
ROTATING BANNER MANAGER Site Administrators control certain elements of their site’s theme and graphic design post deployment, one of which are the images rotating on the homepage of the site. They may be uploaded, linked, and ordered directly from the Rotating Banner Manager
Using the Banner Manager
Click on the Rotating Banner Manager link under the Theme Manager section of the Admin Portal.
Click on the Green Choose File button
Select your file to upload and click Open
Specify the URL of the image that you want to link to and the name of the text that will appear in the scroll bar in the rotating banner on the site’s homepage
Click Save – You will receive an alert notice indicating that your image has been configured into the rotating banner on the homepage.
You may now specify the order in which you would like the image to appear in the rotating banner, assigning it the numeric value in the list
Administrator controls the following items in the Rotating Banner Manager
1. Order: This is the order in which the image shows up in the rotation.
2. URL: The full path link to the page of the image. Ex: http://www.google.com
3. Alt Text: This is the text that will appear at the bottom of the rotator as a description.
4. Upload Image: Click the 'Choose File' to select the image you want to add.
Note: Images should be 640 x 280 pixels.
7
Neal Harrington | [email protected] | 704.578.1248 | 6701 Fairview Rd., Charlotte, NC 28210 | www.redstampede.com
REDSTAMPEDE REDEFINE POSSIBLE
UPLOAD MANAGER Site Administrators may use the upload manager to upload images, PDF’s and other files that can then be linked to the content editors to allow you to post various pictures and other files into your pages on the site. Each file uploaded into the Admin Portal displays the File Name, Preview, Link, and option to delete existing files that have already been uploaded
Using the Upload Manager Click on the green Choose File button
Select the file that you wish to upload and click open
The file will then appear in your upload manager file selection box which indicates the file is now ready to be uploaded
Click Upload
You will receive an alert at the top of the page notifying you that your upload has been added. This alert will disappear from your screen automatically in 5 seconds or you may click the close button to override the system and manually close the alert. The upload will appear in the list of uploaded site contents along with the file name, a preview, the URL, and a delete icon.
8
Neal Harrington | [email protected] | 704.578.1248 | 6701 Fairview Rd., Charlotte, NC 28210 | www.redstampede.com
REDSTAMPEDE REDEFINE POSSIBLE
CONTENT MANAGER PAGES BUILDER Site Administrators will use the Page Builder to develop the content to be displayed on the site’s pages.
The structure of the portal lists the pages alphabetically; and each page title is linked to the content page on the site.
Each page listing contains a link to edit, deactivate, create a new version, and delete the page.
You will also find the page information here including the path, whether the page is active, when the page was created, and who and when it was last modified.
Creating or Editing a Web-Page
In the Admin Portal, click on the Page Builder link under the Content Manager
Click on Create New Page
Type the title of the page in the space provided as
shown in the image below
Type the path of the page in the space provided (the SEO friendly ending of the address Ex: www.redstampede.com/bio)
Add content to your page using the content editor tool bar
Page editor includes tools to manage the look and
feel of the page content without having to know web programming.
Content Editor includes tools to:
Customize font elements
Modify text alignment
Insert links, images, and videos, tables, custom characters, and page anchors
Undo/redo last action
Spell check
Format list(s)
Copy and paste content from Microsoft Word and Notepad
Edit HTML MENU BUILDER Allows Site Administrators to add (create), edit, and/or delete site content menu options with unlimited sub-menus
Specifies the order of each menu selection, the menu option label, the link where the menu points, and whether the targeted page should open in a new window when clicked
Sub Menus
Main Menu
9
Neal Harrington | [email protected] | 704.578.1248 | 6701 Fairview Rd., Charlotte, NC 28210 | www.redstampede.com
REDSTAMPEDE REDEFINE POSSIBLE
PRESS RELEASE BUILDER Site module where Administrators create press releases that are automatically propagated to the sites homepage Press Release Module Adding a Press Release
To create a new press release, specify the title, date, link to the full, and a short description that will appear on the site and click “Add Press Release”
NEWS STORY BUILDER
Module to create News stories that are automatically displayed in the news stories module on the site’s homepage and linked to the content page containing the full news story Adding a News Item
To create a new News Item, you must specify the tile, date, link of News Item (administrators may create a PDF of the News Item and upload it into the upload manager and link to it from the News Item builder module), and short description as shown in the image to the right and click “Add News Item”
10
Neal Harrington | [email protected] | 704.578.1248 | 6701 Fairview Rd., Charlotte, NC 28210 | www.redstampede.com
REDSTAMPEDE REDEFINE POSSIBLE
CONSTITUENT MANAGER VOLUNTEER BUILDER The Volunteer Builder allows administrators to control the content of the message on the volunteer webpage, the activities to include on the page, and the content of the automated email message that is sent each time a site visitor submits the form.
Landing Page Message
Site Admins manage the content on the Volunteer landing page using the content editor.
Automated Email Message
Site Admins manage the content of the automated email message that is sent to each user after submitting the Volunteer form.
Volunteer Tasks
Site Admins manage the activites that appear on the volunteer landing page.
There is no limit to the number of tasks to display.
Tasks may be updated and/or deleted at anytime by site Admins
11
Neal Harrington | [email protected] | 704.578.1248 | 6701 Fairview Rd., Charlotte, NC 28210 | www.redstampede.com
REDSTAMPEDE REDEFINE POSSIBLE
ACTIVITY BUILDER The Red Stampede platform contains a point tracking system to allow anyone to harness the competitive nature of people through contests and other creative campaigns to engage the organization’s supporters in new ways.
The activity tracking system is managed through the Admin Portal where site administrators may assign and/or edit the point value of each activity by entering its numeric value in the box to the right of the specified activity.
Site Administrators may monitor the top user’s activity through the “Top Point Earners” report also found in the Admin Portal under the Reports Manager (Described later in this document).
Set the value to zero to not offer a point value for the specific activity
12
Neal Harrington | [email protected] | 704.578.1248 | 6701 Fairview Rd., Charlotte, NC 28210 | www.redstampede.com
REDSTAMPEDE REDEFINE POSSIBLE
PLEDGE YOUR SUPPORT BUILDER The Pledge Your Support Builder allows users to craft the message they would like to have published on the landing page and the automated email message that is sent to each visitor who successfully submits the online form.
Landing Page Message
Site Admins manage the content on the Pledge Your Support landing page using the content editor.
Automated Email Message
Site Admins manage the content of the automated email message that is sent to each user after submitting the Pledge Your Support form.
13
Neal Harrington | [email protected] | 704.578.1248 | 6701 Fairview Rd., Charlotte, NC 28210 | www.redstampede.com
REDSTAMPEDE REDEFINE POSSIBLE
FUNDRAISING MANAGER DONATION PAGE SETUP Site Admins can publish and manage an unlimited number of donation pages through The Donation Page Setup
Front-end
The Donation Processing System is a fully tested and secure web form. It can either be integrated into a website (e.g.
https://donate.danforest.com or https://danforest.com/donate) or it can be hosted on a separate website (e.g.
https://thecompany.com/DanForest).
Validates that the field data is within acceptable ranges before submitting to the payment processor.
Allows pre-determined donation amounts and/or user-input of the donation amount. A minimum donation amount can be set.
Can show or hide form fields based on the value of another form field. For example, if a state requires the campaign ask for the
employment information of donors who donate more than $100, the Employment section of the form can be hidden for those who
donate less than $100.
Separate billing and shipping addresses if the campaign wishes to offer an item for a donation, or if the donation form is integrated
into online merchandise store.
Form variables can be pre-set in the URL. The variables that can currently be pre-set are amount, show shipping address fields,
personal fundraising page to credit, first name, last name, email, zip, address, city, and state. Any other form field can be pre-settable,
but will require developer time to create and test. For example, if an email is sent out asking for a $100 donation, the URL in the email
can be https://DanForest/donate?amount=100, which will automatically set the donation amount to $100.
Back-end
The Donation Processing System can integrate with any payment processing system that has a programmatic interface, known as an
API. The backend system is PCI compliant and only stores information about the person and the donation, not the credit card
information.
The backend database keeps a record of every successful and failed donation.
The backend system can be integrated with any external database that has an API. The Donation Processing System currently
integrates with the Campaign Force product of Sales Force, which is a “cloud computing” application used by campaigns such as Ron
Paul’s 2008 presidential campaign.
The backend system can create and/or email any requested reports. For example, nightly CSV dumps can be emailed to the finance
person on the campaign, who imports the CSV into the campaign’s database. See the Reports section for details.
Other donations can be entered into the system and stored in the backend database. These are donations that have not been
processed through the Donation Processing System. For example, cash, checks, and credit card donations that were manually entered
into the payment processor.
14
Neal Harrington | [email protected] | 704.578.1248 | 6701 Fairview Rd., Charlotte, NC 28210 | www.redstampede.com
REDSTAMPEDE REDEFINE POSSIBLE
Steps to Building a Donation Page
Select an existing donation page from the drop down menu or enter the title of a new donation page
If you’re creating a new donation page, enter the donation amount that will set the employer and occupation field requirements and click “Save”
To customize your new page, click on the “Go to Edit Page” button
Select one of the three template options: Template 1 – form aligned right Template 2 – form aligned left Template 3 – form aligned below
Enter the amount of each donation option to display on the webpage. There is no limit on how many you may create. Select “Add New Amount” to create additional giving options.
Select on donation amount as the default
Input your content for the automated thank you email message sent to the donor after contributing
Input your content to appear on the donation page. This can include a video, images, or other rich media.
Input any legal disclaimer or other information that should appear at the bottom of the donation page
15
Neal Harrington | [email protected] | 704.578.1248 | 6701 Fairview Rd., Charlotte, NC 28210 | www.redstampede.com
REDSTAMPEDE REDEFINE POSSIBLE
Standard Donation Page
Accepts MasterCard, Visa, American Express, Discover
PayPal Integration optional
All user information is pre-populated into the corresponding fields when the user is signed into the platform
Separate billing and shipping addresses allowed.
Offline Giving Form
Allows user-input of the donation amount.
Accepts Single and recurring donations (Authorize.net only)
Can include permission based fields
Can show or hide form fields based on the value of another form field. Admins control this feature and can establish an amount threshold to activate this field as mandatory
Validation of field data before submitting to the payment processor
All legal disclaimers and requirements are controlled and managed through the Admin Portal
16
Neal Harrington | [email protected] | 704.578.1248 | 6701 Fairview Rd., Charlotte, NC 28210 | www.redstampede.com
REDSTAMPEDE REDEFINE POSSIBLE
Custom Donation Pages Dan Forest ran a fundraising campaign for a chance to win the opportunity to meet Governor Mike Huckabee one on one. Two landing pages were created – one for a $5 minimum donation to automatically enter the contest and another landing page which required no donation but required an email address and cell phone number to enter the contest. The donation page was created through the site’s Fundraising Manager.
CONTEST NON-DONATION PAGE $5 SINGLE UNIQUE DONATION PAGE
17
Neal Harrington | [email protected] | 704.578.1248 | 6701 Fairview Rd., Charlotte, NC 28210 | www.redstampede.com
REDSTAMPEDE REDEFINE POSSIBLE
PERSONAL FUNDRAISING PAGE SETUP Site Admins manage the defaulted content of the user’s Personal Fundraising or Referral Pages from the Admin Portal under the Site Builders in the Fundraising section.
Site Admins control the title, description, and fundraising goal amount to appear as the defaults each time a user creates a new PFP.
Each site user may use the default template or customize their page with their own title, description, and fundraising goal
Learn more about PFP’s and PRP’s in the MY-Advocacy Network Chapter under Fundraising and Referrals.
Steps to Creating a Personal Fundraising Page
Enter the Personal Fundraising Page Title
Enter the description using the content editor. Administrators and registered users may add video or other rich media to the description.
Enter the amount of the personal fundraising goal
Click save
18