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Red Stampede User Guide: Platform Applications

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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.
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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
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Page 1: Red Stampede User Guide: Platform Applications

Neal Harrington | [email protected] | 704.578.1248 | 6701 Fairview Rd., Charlotte, NC 28210 | www.redstampede.com

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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

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Neal Harrington | [email protected] | 704.578.1248 | 6701 Fairview Rd., Charlotte, NC 28210 | www.redstampede.com

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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

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Neal Harrington | [email protected] | 704.578.1248 | 6701 Fairview Rd., Charlotte, NC 28210 | www.redstampede.com

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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

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Neal Harrington | [email protected] | 704.578.1248 | 6701 Fairview Rd., Charlotte, NC 28210 | www.redstampede.com

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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

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Neal Harrington | [email protected] | 704.578.1248 | 6701 Fairview Rd., Charlotte, NC 28210 | www.redstampede.com

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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

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Neal Harrington | [email protected] | 704.578.1248 | 6701 Fairview Rd., Charlotte, NC 28210 | www.redstampede.com

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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.

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Neal Harrington | [email protected] | 704.578.1248 | 6701 Fairview Rd., Charlotte, NC 28210 | www.redstampede.com

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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.

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Neal Harrington | [email protected] | 704.578.1248 | 6701 Fairview Rd., Charlotte, NC 28210 | www.redstampede.com

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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.

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Neal Harrington | [email protected] | 704.578.1248 | 6701 Fairview Rd., Charlotte, NC 28210 | www.redstampede.com

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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

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Neal Harrington | [email protected] | 704.578.1248 | 6701 Fairview Rd., Charlotte, NC 28210 | www.redstampede.com

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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”

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Neal Harrington | [email protected] | 704.578.1248 | 6701 Fairview Rd., Charlotte, NC 28210 | www.redstampede.com

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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

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Neal Harrington | [email protected] | 704.578.1248 | 6701 Fairview Rd., Charlotte, NC 28210 | www.redstampede.com

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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

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Neal Harrington | [email protected] | 704.578.1248 | 6701 Fairview Rd., Charlotte, NC 28210 | www.redstampede.com

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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.

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Neal Harrington | [email protected] | 704.578.1248 | 6701 Fairview Rd., Charlotte, NC 28210 | www.redstampede.com

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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.

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Neal Harrington | [email protected] | 704.578.1248 | 6701 Fairview Rd., Charlotte, NC 28210 | www.redstampede.com

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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

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Neal Harrington | [email protected] | 704.578.1248 | 6701 Fairview Rd., Charlotte, NC 28210 | www.redstampede.com

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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

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Neal Harrington | [email protected] | 704.578.1248 | 6701 Fairview Rd., Charlotte, NC 28210 | www.redstampede.com

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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

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Neal Harrington | [email protected] | 704.578.1248 | 6701 Fairview Rd., Charlotte, NC 28210 | www.redstampede.com

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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

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