Table of Contents
0-General Information1-Content Advertisments
2-Content Blog
3-Content Content Manager
4-Content Countdown
5-Content Directory
6-Content Calendar
7-Content Entrance Tracking
8-Content Frequently Asked Questions
9-Content Job Center
10-Content Links
11-Content Marquee
12-Content Multimedia
13-Content News
14-Content Polls and Surveys
15-Content Sponsors
16-Content Staff Manager
17-Content Virtual Map
18-Emailer Module Configuration
19-Emailer Emails
20-Emailer Members
21-Emailer Rules
22-Emailer Send Email
23-Emailer Statistics
24-Emailer Templates
25-Emailer Text Messager
26-Store Billing and Invoices
27-Store Categories
28-Store Customers
29-Store Items
30-Store Promotions
31-Store Theme Nights
32-Team Players
33-Team Teams
34-Tools Branding and Optimization
35-Tools Featured Entities
36-Tools Import-Export
37-Tools Task Manager
38-Tools User Manager
39-Virtual Office Module
40-Miscellaneous
PDF Files
What is the ISM?
The ISM is a content management tool that gives you the flexibility and control needed for a truly dynamic website. With a click of the mouse, you can change almost anything on your website immediately. From Sponsors to the Fan Poll, from Advertisements to News, the ISM is a tool you’ll use to create and change anything in the site. The ISM login screen is located at http://ism3.infinityprosports.com.The combination of components in each organization’s ISM is unique to the package you purchased, but the following sections give a description of the various capabilities.
Home Page
Layout
Information and option bars will be located on the right side of the screen at all times. These bars will change based on the component you are working in. These will include a search area, upload area, select area. etc.The Home, New Save, Cancel buttons will be in the top right on all pages of the ISM. These buttons will be available based on your current component.
Website button – is on the far left and will change to the web address of the site you are currently editing. The drop downs underneath are all the modules; these will have access to the components.
ISM button – next to the website button and has drop downs underneath it to give you quick access to your preferences and to return to the home page
On the Home Page there is box on the left that says Add New and is a quick link to select if you want to add something new. This is a shortcut key and is only used if you are creating something new (not editing existing information.)
Remember to always save after entering information. A yellow triangle with a “!” (
) will display at the top right of the screen if there is information on the page that has not been saved. Unlike other applications, you will not be prompted to save if you leave the page without saving first.
General Instructions for the ISM
Uploading Files
You can upload files every where you see the orange select button (
). The process is the same, in all components. When you click on this button, a new gray browse box will appear in the right margin. Click on the browse button, and a dialog box will open up that will allow you to access files on your computer. You can then browse and select file to be uploaded. After you have selected the file to upload you will need to click on the orange ‘Upload File’ button to the right of the Browse button. It will ask you if you’re sure you want to upload; click Ok. Custom Fields
Custom fields are used to create fields of information that are not otherwise available in the component that you’re viewingCreating a Custom Field – *note that creating custom fields is identical no matter what component you’re editing.
1. When you are viewing the Custom Fields tab, you will have a place to create an entry.
2. Type in the name of the custom field.
3. The type refers to the type of information that will be entered.
a. Drop-down Box – drop-down menu of choices
b. Multiple Select Box – user can select multiple answer choices from the list
c. Checkbox Array – displays checkboxes, but the user can only select one choice
d. Radio Array – displays circles for you to select, but the user can only select one choice
e. Small Text – this allows the user to type in information such as a name or address
f. Large Text – allows the user to type in information, but this gives them a lot more characters than a Small Text box; generally used when the user needs to type sentences or paragraphs
g. Photo – allows the user to upload a photo
4. Required – it’s up to you if you want to require it or not, but if you select Yes, then the user will have to enter that field in order to submit the information or save.
5. Click the orange Add Field button (
), and this will save the Custom Field.6. Once you have added the custom field, it will show up automatically on the back end, but depending on where you are adding it, it may or may not display on the front end. If it does not show up, you will need to contact your customer service representative or enter a task in the task manager for this field to appear.
Changing the Order that Items Display on the Site
Whenever you are viewing items within the same category, you should have a sort box to the left of the item name. Rank these and click on the set sort order button (
) at the bottom of the screen. A good tip to recommend is to use intervals when ranking items. If you go in increments of 5 or 10, you have room if you need to add more items later.
Deleting Items
For most component, you will check the box to the left of the item, and then click delete…or delete selected (
) at the bottom of the screen. Click OK.Editing Existing Items
Simply click the Edit icon (
)
Search Feature
For most components, you should see a search tool in the right margin. The fields will differ depending on what component you’re in, but to use the tool, just type in the fields of information that you have, and click on the Orange Search button at the bottom.
Sorting by Columns
In many of the components, you can rearrange information by clicking on the name of the column to sort by that field. For example, if you are in the Members tab, you can click on Email Address, and it will sort the database alphabetically according to user’s email addresses.Type
Used for Custom Fields, Surveys, Item Options, available options will vary depending on the active component• Drop-down Box/Single Item Selector – drop-down menu of choices; user will highlight one
• Multiple Select Box – displays as checkboxes and user can select multiple answer choices from the list
• Checkbox Array – displays checkboxes, but the user can only select one choice
• Radio Array – displays circles for answer choices, but the user can only select one choice
• Small Text – this allows the user to type in information such as a name or address
• Large Text – allows the user to type in information, but this gives them a lot more characters than a Small Text box; generally used when the user needs to type sentences or paragraphs
• Photo – allows the user to upload a photo
• Content – allows you insert text (i.e. instructions for a survey)
• Separator – used for surveys, creates a line to separate different sections
Advertisements
You can upload ads and control how long they are displayed on the site.View Ads Tab
Allows you to view all ads that have been loaded into the Advertisements componentCreating/Loading an Ad
1. Click on New.2. You are now on the Create Advertisement screen where you will enter all applicable information.
3. Enter a name for the ad; this name will not appear on the site, it just is a way to reference the ad within the ISM.
4. Enter a URL of wherever the ad needs to go. This needs to be the full URL, and it can be a page on your site or anywhere else on the Internet.
5. Hide Advertisement – if you select ‘Yes’ on this, the ad will NOT display on the site. This gives you the ability to load the ad into the ISM, even if they’re not ready for it to display on the site. You will see this option throughout the ISM, and it always functions the same way.
6. Select Yes/No for Open in New Window. If the user is being directed off your site, it is always recommend that you select Yes on Open in New window so the user are not taken off of your site completely.
7. Under Primary Image, click on the orange ‘Select’ button. When you click on this button, a new gray Browse button will appear in the right margin. Click on the gray browse button, and a dialog box will open up that will allow you to access files on your computer. You can then browse and select the image that will be used for the ad. Once you have highlighted the image, click on the orange ‘Upload File’ button to the right of the Browse button. Once the file has uploaded, you should see a thumbnail image by the orange Select button.
8. Flash Ad Width – only used if the ad is a third-party flash ad
9. Flash Ad Height - only used if the ad is a third-party flash ad
10. 3rd Party Ad Code - only used if the ad is a third-party flash ad
11. Dates the Ad will Run – make sure that you enter in Start and End Dates or you select Yes on Ignore Start and End Dates. You must do one or the other or the ad will not display. Note that the time is in 24-hour format.
12. Ad Pools – highlight the ad pool that the ad needs to be associated with. This is one of the most common reasons that an ad will not display on your site. More information on Ad Pools can be found in the next section.
13. Ads By Impression – this is another way to control how long an ad is displayed on your site. If you enter 500 for Max Impressions, the ad will no longer display after the 500th view. (Impressions mean the user views the page with the ad). If you enter 500 for Max Clicks, the ad will no longer display after the 500th Click (user must click on the ad.)
14. Statistics – you can log in at any time and view how many times this ad has been viewed/clicked.
15. Make sure to Save! You will be directed back to the View Ads tab.
Important Notes about Ads
• Acceptable file types for ad images are jpegs and gifs (animated or static).• Images must be in RGB format. If they are in CMYK format, they will show up as a Red X in the ISM and on the site. You will need Photoshop or other photo editing software to change it to the proper format.
Deleting an Ad
Check the box to the left of the ad(s) you wish to delete. Click the orange button at the bottom of the page that says ‘Delete Selected’. This will prompt you and ask if you are sure – click OK.Editing an Existing Ad
Click on the Edit icon to the far right. Make necessary changes. Save.Ad Pools Tab
Ad pools generally refer to a location of ads on the site, i.e. “left navigation”, “banner ads”.Creating a New Ad Pool
1. Click New.2. Give the ad pool a name. It is a good idea to name it something that refers to the location on the site, i.e. “left navigation”.
3. Select the Type
a. Sorted – all ads in the ad pool will display, and they will always display in the same order
b. Randomized – ads are pulled completely at random from that ad pool
c. Rotated – similar to Randomized, but each ad is viewed an equal number of times.
4. Disable View Logging/Click Logging – this will disable the feature that calculates the number of views and clicks; you should always leave this at No unless there is some reason why you do not want to track the stats.
5. Width/Disable Auto Resizing – If you enter in a width (pixels), the system will automatically resize every ad in this ad pool to whatever width you enter. If you disable the auto resizing, it will load the image at whatever the original size is.
6. Save.
Notes about Ad Pools
• The ISM always assumes the longer dimension is the width, even for a vertical image where this is not actually the case. Keep this in mind if you are having trouble with resizing• You can create ad pools, but they cannot link them to the site. You will need to contact customer service or open a task in the task manager.
• Right Margin
o View All Ads – allows you to see all ads
o View Unclassified Ads – allows you to see ads that have not been associated to an ad pool
• Names of the Ad Pools - If you only want to view the ads in one particular ad pool, click on the name of that ad pool in the right margin. Once you are viewing ads for one ad pool only, you will have Sort boxes available if you need to set the order that they display. Rank them and click on Save Sort Order at the bottom of the page.
Pop-Up Tab
You have the ability to create pop-ups through the ISM. Use the following instructions to create a new pop-up or to edit an existing one.Creating a Pop-Up Ad
1. Click on New.2. Enter a name for the ad; this will not display on the site, it only references the ad within the ISM.
3. Enter a width and height in pixels. If you are uploading an image, these dimensions should correspond to those for the image.
4. Enter an X and Y position. This refers to the location of the pop-up on the page, and it is measured in pixels. The ad will start in the top left corner of the site and move left/right (X) and up/down (Y) based on the numbers that have been entered. Your site is probably around 800-1000 px wide, so the numbers that you enter should be in the 100’s.
5. Display Only Once Per Visit? – Select Yes/No
6. Enable Pop-Up – this turns the ad on/off. If it is not enabled, it will not show on the site. This acts the same way as hiding an item.
7. URL – enter the URL of where the pop-up needs to direct users
8. Content Type
9. Splash Image – select this option if you are uploading a jpeg. Use the orange Select button to upload an image.
10. Text – select this option if you are using the text editor below to create your ad
11. Flash Code – only select this option if your ad is a flash ad (then you will need to enter the HTML in the Content Type: Flash Code Box.)
12. Save.
Pop-Up Placement Tab
Once the plug-in has been saved, you can select the pop-up from the drop-down menu so that it will display on the site.Blog
This can be used on websites for Coaches, Players, or other people to post entries. Users are not able to reply to blog posts; they can only view.View Blog Tab
This lists the blogs that have been written. It shows the date of the blog, name of the blog, and the author. You can edit the existing blogs by clicking on the Edit icon located to the far right.Creating a New BlogPost
1. Click New.
2. Select the author from the drop down box. Authors are created in the Aliases tab described below.
3. Enter a title.
4. Select the date that the blog will be visible on the site.
5. Hide – option to hide the entry
6. Sticky – this option will keep this entry at the top, even if newer entries are entered.
7. Create the entry using the text editor below.
8. Save.
Deleting blogs post
1. Check the box to the left of the blog.2. Click the “Delete Selected” button at the bottom of the page.
Author Aliases Tab
This lists all the possible authors for blog entries.Creating a New Alias
1. To create an alias, there must a username already created in the ISM. You will see each username listed.2. Type in the alias
3. Click Save.
• Note that you can only have one alias per ISM user, and the only way to create aliases is to create additional users.
• You can now select that author from the drop down menu when you create blogs.
Content Manager
The Content Manager is a central storage location for your ISM. It contains a list of folders, some are system-generated and others that have been created by you or your customer service representative.View Content Tab
Navigating the Folders
• Click on the NAME of the folder (not the edit icon) to view the contents.• To go back to the previous page of the Content Manager, click on the two small dots at the top. This acts as the ‘Back’ button. Do not use your browser’s backward/forward buttons to navigate!
• Before you create new items, make sure you are in the applicable folder first.
Creating a New Folder
1. Click on New.2. Click Go on Folder.
3. Type in the Name of the Folder.
4. Save.
5. Note that you cannot edit the name of a folder once you save it.
Creating HTML Documents
HTML documents, used synonymously with “text blocks” are created using the Content Manager. Text Blocks can be used on any page of the site, but they are primarily used for information-heavy pages (Directions to Stadium, for example)1. Click on the name of the folder where you want to add the text block.
2. Click on New.
3. Click on Go next to HTML Document.
4. This will open into the text editor page where you will enter a name and enter your information. Notes on using the text editor can be found below.
5. There is a drop-down menu under Prepend To – this is where you will select the page that the text block needs to go on.
a. Prepend – displays the document at the top of the page above the plug-in/content
b. Append – displays the document at the bottom of the page below the plug-in/content
6. Save. You will need to save the page twice first to create the page and then second to prepend or append to a page on your site.
Creating Multimedia Files
This function can be used to upload almost any kind of file into the ISM – word docs, PDFs, jpegs, audio files, video files, etc.1. Click on New.
2. Click on Go on Multimedia File.
3. Click on the gray Browse button.
4. This will open to a dialog box where you can access files on your computer.
5. Select the file.
6. Save.
7. Once the file has uploaded, you can click on the name of the file in the Content Manager, and this will open the file in a new browser, and there will be a URL associated with it. You can use this URL to create a link to open to this particular file.
Bulk Upload
This feature allows you to upload multiple files at once, up to 20 MB at a time; however you must have Java installed on your computer. If you do not have it, there is a link for you to install it.1. Click on New.
2. Click Go next to Bulk Upload.
3. (Install Java if applicable.)
4. Make sure that the items you are uploading have been placed in a folder on your Desktop.
5. Shrink your ISM screen so that you can access the folder on your desktop.
6. Click on the items and drag and drop them into the white box in the bulk uploader.
7. The system will start to move the files, and you will see a dialog box with an upload progress. Note that if you try and upload more than 20 MB, the system will not allow it; you will have to break the items into groups that total 20 MB or less, and upload each group.
8. Once the files have uploaded successfully, you will see the names of the files inside the white box.
9. The Save button will be grayed out, but if you click on the View Content tab, you will be able see the files that you just uploaded.
Deleting/Moving Items in the Content Manager
1. Check the box to the left of the item.2. Click on the orange Delete Selected button at the bottom of the screen; click OK.
3. Note that you cannot move items to different folders. The only way to accomplish this is to create a new document in the correct location and then copy and paste the information into the new document. (Then delete the old document.)
Creating a Custom Field
Creating custom fields is identical no matter what component you’re editing.1. When you are viewing the Custom Fields tab, you will have a place to create an entry.
2. Type in the name of the custom field.
3. The type refers to the type of information that will be entered.
a. Drop-down Box – drop-down menu of choices
b. Multiple Select Box – user can select multiple answer choices from the list
c. Checkbox Array – displays checkboxes, but the user can only select one choice
d. Radio Array – displays circles for you to select, but the user can only select one choice
e. Small Text – this allows the user to type in information such as a name or address
f. Large Text – allows the user to type in information, but this gives them a lot more characters than a Small Text box; generally used when the user needs to type sentences or paragraphs
g. Photo – allows the user to upload a photo
4. Required – it’s up to you if you want to require it or not, but if you select Yes, then the user will have to enter that field in order to submit the information or save.
5. Click the orange Add Field button ( ), and this will save the Custom Field.
6. Once you have added the custom field, it will show up automatically on the back end, but depending on where you are adding it, it may or may not display on the front end. If it does not show up, you will need to contact your customer service representative or enter a task in the task manager for this field to appear.
Publish All Items Tab
This button should not be used unless changes made more than thirty (30) minutes old have not appeared on the site. It will push changes live that have been made to the siteSearch Tool
In the right margin, there is a search tool that allows you to look for items in the Content Manager. Type in your search criteria, and click the Search button.
Notes/Tips on Using the Text Editor and the Content Manager
• When trying to use the Image icon (mountain with sun) to insert an image, many browsers will block the dialog boxes that the ISM attempts to open in the process. If this happens, you will need to edit the Pop-Up Blocker Settings in their browser, and then add ISM3 to the list (http://ism3.infinityprosports.com)
• Do not copy and paste from Microsoft Word. If you are copying and pasting, it is recommended to copy and paste from a Notepad document.
• When working with the text editor there are two way to return to the next line of text, “Shift +Enter” inserts and HTML <br /> or line break tag giving you single spaced lines. If you press “enter” it will create an HTML <p></p> tag and will appear to be double spaced.
• Even if you copy and paste from Notepad, you may have to retype apostrophes and quotes.
• Keep your content manager organized; make sure all HTML documents (text blocks) are created within a folder.
• As time goes by, delete any content that is not being used in order to maximize your storage capacity.
• Overage fees may be incurred if the limit of 250MB for the storage capacity in ISM3 is exceeded, so it is recommended that all images/items be sized down prior to uploading them.
• Make sure images are saved for web prior to uploading them or they may not display.
• Make sure that images are saved in RGB format, not CMYK!
The Text Editor Explained
This image shows the basic WYSISYG editor available in the ISM.
- these icons will add bold italics underline 
- these icons will undo and redo changes made in the text editor
- these icons will left, center, right, and full justify text
- these icons will copy and paste into the text editor
- here you can chane font size, color, and format
- these icons will insert images, tables, special characters etc
- these icons are used to create and destroy links
- this icon will change the text editor to an HTML editorA WYSIWYG editor is very similar to Microsoft Word. One important thing to remember is to NEVER copy from Word into the ISM text editor. Word will copy additional coding that is not compatible with the ISM system. If you are familiar with HTML coding you can press the “source” button and enter that directly into the box.
Countdown
Adds a countdown to the site that will countdown to a specific time or can manually count up to a number.View Countdowns Tab
Creating a Countdown
1. Click on New.2. Enter the name; this is only how it is referenced in the ISM.
3. Set the Activates On/Ends On time if counting down to a time. Leave default if counting to a number.
4. Select the type (Countdown to Number/Countdown to Date/Time).
5. Type in the number, if applicable.
6. Enter the Countdown text; this will display on the front end (Days Until Opening Day, for example.)
Editing an existing Countdown
1. Simply select the Edit icon on the right.The countdown is usually created by the customer service representative and updated by you. If you accidentally delete the countdown you need to open a task or contact customer service to link the countdown to the site.
Directory
Allows for entries to be posted and sorted by category.View Directory Tab
You can see all directory entries that have been entered. You can also click on the name of the category in the right margin to view only entries in that category.Creating a New Directory Entry
1. Click on New.2. Enter the name of the Directory.
3. Select if it is hidden or not.
4. Select the category.
5. Enter a description of the directory
6. Save.
Deleting a Directory Entry
1. Check the box to the left of the entry.2. Click the orange Delete Selected box at the bottom of the page.
Categories Tab
You will need to create at least one category before making entries in the Directory.Creating a New Category
1. Click on New.
2. Enter the category name and a description (if applicable).
3. Save.
Creating a Custom Field
Note that creating custom fields is identical no matter what component you’re editing.1. When you are viewing the Custom Fields tab, you will have a place to create an entry.
2. Type in the name of the custom field.
3. The type refers to the type of information that will be entered.
a. Drop-down Box – drop-down menu of choices
b. Multiple Select Box – user can select multiple answer choices from the list
c. Checkbox Array – displays checkboxes, but the user can only select one choice
d. Radio Array – displays circles for you to select, but the user can only select one choice
e. Small Text – this allows the user to type in information such as a name or address
f. Large Text – allows the user to type in information, but this gives them a lot more characters than a Small Text box; generally used when the user needs to type sentences or paragraphs
g. Photo – allows the user to upload a photo
4. Required – it’s up to you if you want to require it or not, but if you select Yes, then the user will have to enter that field in order to submit the information or save.
5. Click the orange Add Field button, and this will save the Custom Field.
6. Once you have added the custom field, it will show up automatically on the back end, but depending on where you are adding it, it may or may not display on the front end. If it does not show up, you will need to contact your customer service representative or enter a task in the task manager for this field to appear.
Calendar
You can create games, events, promotions or tournaments using the calendar.View Events Tab
Creating a New Game
1. Click on New or click on the (+) sign on the graphical calendar.2. Select if the game is hidden.
3. Select the Start and End Dates; note that all time in the ISM are in 24-hour format.
4. All Day Event – yes/no
5. Time TBA – yes/no
6. Event Title – you can enter a title here, however, this probably won’t apply because it will automatically say Team A vs. Team B on the front end based on what team is selected in the calendar. You primarily use this field if you’re entering an Event/Promotion or if your game has a special name, such as Opening Day.
7. Event Location – this generally will not apply except in special cases this will not show on the front end unless a task has been entered for a programmer to pull that information onto the site
8. Category – make sure to highlight the applicable category.
9. Game Type – this is for internal use only; it does not show on the site
10. Opponents – select the opponent from the drop-down list; these are pulled from Team->Teams, which is explained later.
11. Team Score/Opponent Score – these can be entered after the game, and the scores will be reflected on the calendar page on the site
12. Game Attendance – you can enter this after the game, and it will show on the site under Game Notes.
13. Game Notes – this provides a text editor for you to write up game notes on that particular game
14. News Link URL – you can enter a URL to take the user to a news story online (or anywhere on the Internet) to read about the game
15. Sponsor #1 – you can select a sponsor if applicable; this pulls information from the Sponsor component.
16. Save.
Creating an Event/Promotion/Tournament
1. Click on New.2. Make sure to enter an Event/Promotion name.
3. Select the applicable category.
4. Enter an Event Description.
5. You also have the capability to upload a photo using the orange Select button.
6. Save.
Deleting/Hiding Items
1. Click on List View.2. Then check the box next to each item you want to delete.
3. Then click on Delete Selected at the bottom.
Viewing Items on the Calendar
1. Graphical calendar - if you just want to view a certain type of item (i.e. games only), unselect the other types at the top of the calendar, and this will hide them.2. Graphical calendar – if you just want to view events from a specific category, click on the category name over in the right margin, and this will hide all other categories.
3. Navigating to different months – click on the name of the month at the top to add items to that particular month.
4. List View – in the top left corner, there is a link for ‘List’ – this will display all items (all types) that have been entered in the calendar.
Categories Tab
Creating a New Category
1. Click on New.2. Enter the name of the category.
3. Select what type of events this will refer to. You need separate categories for events, promotions, game and tournaments. (For example, you would need to create 2010 Promotions, 2010 Game Schedule, 2010 Events – you can’t just create a generic 2010 category.
4. Save.
Deleting a Category
1. Check the box to the left of the name of the category.2. Click on the ‘Delete Selected’ button at the bottom. Click Ok.
Creating a Custom Field
Creating custom fields is identical no matter what component you’re editing.1. When you are viewing the Custom Fields tab, you will have a place to create an entry.
2. Type in the name of the custom field.
3. The type refers to the type of information that will be entered.
a. Drop-down Box – drop-down menu of choices
b. Multiple Select Box – user can select multiple answer choices from the list
c. Checkbox Array – displays checkboxes, but the user can only select one choice
d. Radio Array – displays circles for you to select, but the user can only select one choice
e. Small Text – this allows the user to type in information such as a name or address
f. Large Text – allows the user to type in information, but this gives them a lot more characters than a Small Text box; generally used when the user needs to type sentences or paragraphs
g. Photo – allows the user to upload a photo
4. Required – it’s up to you if you want to require it or not, but if you select Yes, then the user will have to enter that field in order to submit the information or save.
5. Click the orange Add Field button, and this will save the Custom Field.
6. Once you have added the custom field, it will show up automatically on the back end, but depending on where you are adding it, it may or may not display on the front end. If it does not show up, you will need to contact your customer service representative or enter a task in the task manager for this field to appear.
Entrance Tracking
This can be used to redirect people that enter your site using a certain Affiliate name.View Affiliate tab
This shows any Affiliates you have already created. You can use the Edit icon to make any needed changes to the Affiliate.Create a New Affiliate:
1. Click on New.2. Enter the Affiliate name (it can be anything you want; it is only for internal use)
3. Enter the URL you want visitors redirected to when they enter your site using the Entrance URL.
4. Click the Save button at the top of the page
When you go into the edit area of an Affiliate, you can use the buttons at the top to change the setup, view the entries by day, registrations, and any purchases made on the site using that affiliate entry.
Frequently Asked Questions (FAQs)
Allows you to create FAQs on the site, and when you click on them, you are taken directly to the answer.View Questions Tab
Creating a New Question
1. Click on New.2. Type in your question.
3. Select whether or not it’s hidden.
4. Highlight the category.
5. You can upload a photo by clicking on the orange Select button. For more information on uploading photos, see General Instructions on the ISM-> Uploading Images.
6. Type in the answer using the text editor.
7. Save.
Deleting a Question
1. Check the box to the left of the question.2. Click on the Delete Selected button at the bottom of the screen.
Categories Tab
Creating a New Category
1. Click on New.2. Select whether or not the category is hidden.
3. Save.
Job Center
Allows you to post employment opportunities within your organization.View Openings Tab
Creating a New Job Opening
1. Click on New.2. Enter the position title.
3. Select whether or not it’s hidden.
4. Select yes/no on Allow Online Resume Submission (you must enter an email address if you plan to accept resumes online)
5. Enter Start/End dates – note that you do not have the option to ignore start/end dates like you do in other parts of the ISM
6. Highlight the category.
7. Enter the description using the text editor.
8. Enter Contact Name, Contact Email, and Contact Phone #, if applicable.
9. If you want to upload an application (such as a PDF), use the orange Select button. This will be available for users to download on the website.
10. Save.
Categories Tab
Creating a Category
1. Click on New.2. Enter the name.
3. Enter a description (not mandatory, but if entered, it will be displayed on the site for all jobs in that category)
4. Once you have created all of your categories, you can start adding jobs.
Links
Can be used to create a list of links to other websites or pages on sites.View Links Tab
Shows a list of all the links that have been createdCreating a Link
1. Click on New.2. Enter the name of the link; this is what will display on the site.
3. Select whether or not it’s hidden.
4. Enter the full URL.
5. Highlight the category.
6. Save.
Creating a Category
1. Click on New.2. Enter the name.
3. Enter the description.
4. Save.
5. You can either create one generic category or you can break it down, but there has to be at least one category created.
Marquee
Can be used to control a scrolling marquee on your website. These marquees are normally located under the header on a website. Marquee placement is determined during the design phase of a project and set-up during development.Marquee Tab
Lists the existing marquee on the website.Creating a Marquee
1. Click on New (the first time only.)2. Enter the marquee name; this is not what displays on the site but how it is referenced within the ISM.
3. Marquee Text – the text that scrolls
4. Select the direction you want the marquee to scroll.
5. Select the Behavior (scroll, slide or alternate)
6. Select the amount of time between the text repeating (you can leave it at “0” and it will still work.
7. Select how far you want the text to move (you can leave it at “0” and it will still work.
8. Enter the number of times that you want the marquee to scroll.
9. Save.
NOTE: Once a marquee is created it is only edited. If you accidentally delete the marquee you will need to contact customer service or open a task to have the new marquee linked to the site.
Multimedia
Allows you to upload and store images, audio files, video files, wallpaper, screensaver, and ecards to be displayed on your siteView Multimedia Tab
Lists all of the images, audio files, and video files that have been uploadedUploading a Media File (image, audio or video)
1. Click on New.2. Enter the name of the item; this will display on the site itself under the media item.
3. Select whether or not it’s hidden.
4. Enter a date for the photo; it will automatically default to today’s date.
5. Select a photographer from the drop-down menu, if applicable (more information below on how to create photographers).
6. Upload the media item using the orange Select button.
7. Enter a caption using the Description box. This will display under the picture when someone clicks to view a larger image.
8. Select the applicable category.
9. Video Settings – if you’re adding a video file, make sure to enter the height and width in pixels of the video window, and upload a thumbnail image. The thumbnail image that you upload is what displays on the front end before the user clicks on the video to view it.
10. Save.
Galleries Tab
Galleries are just like categories; only difference is that you can create galleries within other galleries.Creating a Gallery
1. Click on New.2. Select whether or not it’s hidden.
3. Select the gallery type – will it be used for images, audio or video files? You have to create separate galleries for each file type.
4. Image – if multiple sub-galleries are being housed on the same page, you need to upload an image here. This image is the thumbnail image that represents the gallery as a whole. If no image is loaded, a red X will appear on the site. If this is a top-level gallery, no image is needed.
5. Select the Parent Gallery.
6. Save.
Photographers Tab
Allows you to create photographers and give them photo credit on the websiteCreating a Photographer
1. Click on New.2. Enter the name.
3. Job Description and Information are for internal use only and will not display on the site.
4. Save.
Wallpaper Tab
Allows you to upload wallpapers so that users can download them off the site.Uploading a Wallpaper
1. Click on New.2. Enter a name; this will display on the website.
3. Use the orange Select button to upload the wallpaper.
4. Save.
Screensavers Tab
Allows you to upload screensavers,Uploading a Screensaver
1. Click on New.2. Enter a name; this will display on the site.
3. Select whether or not it’s hidden.
4. Enter the date.
5. Preview Image – thumbnail that displays on the front end; should be a jpeg
6. Screensaver Executable – the file that makes the screensaver “work”; should be .exe file
7. Save.
Ecard Tab
Allows you to upload ecards so that users can send them from the site.Uploading an Ecard
1. Click on New.2. Select whether or not it’s hidden.
3. Enter the date.
4. Load a descriptive image using the orange Select button; should be a jpeg.
5. Select whether or not it is a Flash Presentation. (If it is the ecard that Infinity provides, it will not be a flash presentation.)
6. Load the image again for ecard (select a Flash presentation or Graphic) using the orange Select button.
7. Flash Dimensions – only applies if it’s a flash presentation
8. Background Music – load file if applicable
9. Loop Background Music – check yes/no if applicable
Import Tab
Used to import an entire folder from the Content Manager (used after a Bulk Upload into the Content Manager)
How to use Import
1. Enter the date.2. Highlight the photographer, if applicable.
3. Select the gallery (category) that you are importing the photos into.
4. Click on the orange Select button under Folder to Import.
a. In the right margin, you will now click the blue Browse button, which will open a mini version of your Content Manager.
b. Highlight the folder.
c. Then click the orange Select this Folder button.
5. Include Files in Subfolders – click yes if this applies
6. Delete all items in galleries before import – yes/no – this will remove any photos that are already in that gallery before you import the new ones.
7. When you press Save, the photos will be moved to the gallery you selected.
News
Allows you to create news articles and post images with those stories.View Articles Tab
Displays all articles that have been enteredCreating a New News Article
1. Click on New.2. Select whether or not the article is hidden.
3. Keep Article at Top – you only want to select yes on this if you have a reason for keeping it at the top. If you select yes to this and then load a newer article, it will keep this one on top even though it’s no longer the most recent article.
4. Enter the Date Written: will default to today’s date (for internal use only).
5. Enter the Date Released; this date refers to when the story will show up on the site, and it also shows up at the top of the news article.
6. Select the Article Type – press release or general news; it does not matter what they select. This is only for internal organization as it does not have any bearing on where the article is displayed on the site.
7. Select the Author if applicable. Authors will only show up internally unless a task has been opened for the authors to display on the site.
8. Highlight the appropriate category.
9. Teaser
a. Enter the first few lines of text for the story in the text editor.
b. Upload a photo using the orange Select button, and select the image placement. This image placement refers to where the image will be placed when the user is on the inner news page. This does not refer to how the images look on the homepage.
c. Enter a caption for the picture, if applicable.
10. Body
a. Follow the same steps as for the Teaser section; you will have to upload the photo again, even if it’s the same photo.
b. Make sure to put the full story text here, including whatever text you used for the teaser.
11. Additional body sections – If this is available you will notice that it is identical to the top Body section
a. This is available if you are planning on uploading a secondary news image.
b. If you do upload a secondary image, you will need to break up your text for the story between the two text boxes. Wherever you split up the text is where the second picture will display.
12. Optional Attachment – this is used to upload related documents to the news article (a registration form for a clinic for example). Just use the orange Select button to upload the applicable file.
13. Save.
Categories Tab
Creating a New Category
1. Click on New.2. Enter the name of the category.
3. Save.
Authors Tab
Creating an Author
1. Click on New.2. Enter the name
3. Enter the job
4. Use the orange Select button to upload a photo
5. Enter background information.
6. Save.
Polls and Surveys
Allows you to create polls with quantifiable results and surveys to collect open-ended information (forms).
View Polls & Surveys Tab
Lists all of the polls & surveys that have been created
Creating a New Poll
1. Click on New.2. Enter the Name.
3. Select whether or not it’s hidden.
4. Select the Type: Poll
5. Will this Survey/Poll be anonymous? – typically it will not matter if you select yes or no, but if your site is configured to ‘Disable Anonymous Polls,’ (this is controlled by your customer service representative) then the user will be prompted for a email address in order to fill out the poll.
6. Insert the email that you want the responses sent to – this only applies if you’re creating a survey
7. Highlight the applicable category.
8. Enter the Start/End Dates and times or select Yes to Ignore Start/End dates.
9. Save.
10. Once you save you will be taken back to the previous screen where all the polls/surveys are listed.
11. Click edit next to the survey/poll that you just created. You will now have 4 orange buttons at the top, and these will differ depending on if you’re editing a poll or a survey.
12. Settings: Where you created the poll/survey (name of the survey, start/end time, etc.)
13. Question: Here you will create the question/answer choices for a poll
a. Enter the question where it says Type Question Here.
b. Field Type – always choose Radio Array.
c. Under the orange header where it says Possible Values For “Question”, you will type in your first answer choice. If you want to upload an image, do so using the Select button. When you save, you will be given another field to enter the next answer choice. Repeat this process until all answer choices have been entered.
d. The column that says Votes will keep a current tally of how many votes each answer choice has received.
e. Save.
f. The Preview button will allow you to see a preview of the poll.
g. The Reset Responses button will reset the results for that poll. This can be used at any time.
Creating a New Survey
1. Click on New.2. Enter the Name.
3. Select whether or not it’s hidden.
4. Select the Type: Survey
5. Will this Survey/Poll be anonymous? typically it will not matter if you select yes or no, but if your site is configured to ‘Disable Anonymous Polls,’ (this is controlled by your customer service representative) then the user will be prompted for a email address in order to fill out the survey
6. Insert the email that you want the responses sent to – make sure to enter this for a survey, otherwise the information gathered will be sent nowhere!
7. Highlight the applicable category.
8. Enter the Start/End dates and times or select Yes to Ignore Start/End dates.
9. Save.
10. Once you save you will be taken back to the previous screen where all the polls/surveys are listed.
11. Settings: The information you just entered to create the survey (name of the survey, start/end time, etc.)
12. Click on Fields. This is where you will set up the fields of information you wish to gather from users.
13. Under Name/Question, type in the name of the field of information (Name, for example).
14. Type – what type of information are you collecting?
a. Drop-down Box – drop-down menu of choices
b. Multiple Select Box – user can select multiple answer choices from the list
c. Checkbox Array – displays checkboxes, but the user can only select one choice
d. Radio Array – displays circles for you to select, but the user can only select one choice
e. Small Text – this allows the user to type in information such as a name or address
f. Large Text – allows the user to type in information, but this gives them a lot more characters than a Small Text box; generally used when the user needs to type sentences or paragraphs
g. Separator – creates a line of separation on the form
h. Content – allows you to type information on the form, i.e. instructions for filling out the survey
15. Required – yes/no – if you require the field, the user will not be able to submit the form without filling out this field
16. Deleting a field - click on the trash can (
) icon on the far right.Sponsors
Allows you to display the name, logo, link and other information to your organization’s sponsors.View Sponsors Tab
Displays all of the sponsors that have been entered in the ISM.Creating a New Sponsor
1. Click on New.2. Enter the company name; this is what will show up on the website.
3. Select whether or not it’s hidden.
4. Highlight the applicable category.
5. Enter any additional information using the text editor.
6. Enter a contact name and contact email, if applicable.
7. Enter the sponsor’s URL. Note that the programmers can make the sponsor’s logo and name clickable to whatever is entered in this field.
8. Upload the logo using the Select button.
9. Save.
Categories Tab
To create a category
1. Click on New.2. Enter a description for that category. This will show up on the front end but is an optional field.
3. You must enter at least one category in order for items to display. They can either create one generic category or they can break it down into multiple categories (i.e. Gold, Silver, and Platinum Level.)
Creating a Custom Field
Note that creating custom fields is identical no matter what component you’re editing.1. When you are viewing the Custom Fields tab, you will have a place to create an entry.
2. Type in the name of the custom field.
3. The type refers to the type of information that will be entered.
a. Drop-down Box – drop-down menu of choices
b. Multiple Select Box – user can select multiple answer choices from the list
c. Checkbox Array – displays checkboxes, but the user can only select one choice
d. Radio Array – displays circles for you to select, but the user can only select one choice
e. Small Text – this allows the user to type in information such as a name or address
f. Large Text – allows the user to type in information, but this gives them a lot more characters than a Small Text box; generally used when the user needs to type sentences or paragraphs
g. Photo – allows the user to upload a photo
4. Required – it’s up to you if you want to require it or not, but if you select Yes, then the user will have to enter that field in order to submit the information or save.
5. Click the orange Add Field button, and this will save the Custom Field.
6. Once you have added the custom field, it will show up automatically on the back end, but depending on where you are adding it, it may or may not display on the front end. If it does not show up, you will need to contact your customer service representative or enter a task in the task manager for this field to appear.
Staff Manager
Allows you to enter your staff members and their information to display on the site.View Staff Tab
Allows you to view all staff members that have been entered in the ISM.Creating a New Staff Member
1. Click on New.
2. Type in the name.
3. Select whether or not it’s hidden.
4. No Details – if you select Yes, only the person’s name and title will display
5. Highlight the appropriate category.
Custom Fields Tab
For the Staff Manager, you will need to create the custom fields in a specific order. The order to create them in is photo, bio, email, and phone. It’s important to set them up in this order because of the way the template has been designed. You can create additional custom fields beyond these, but set these four up in this order first. This step is usually completed by your customer service representative; if it has not been completed please add these fields before adding additional custom fields.Creating a Custom Field
Note that creating custom fields is identical no matter what component you’re editing.1. When you are viewing the Custom Fields tab, you will have a place to create an entry.
2. Type in the name of the custom field.
3. The type refers to the type of information that will be entered.
a. Drop-down Box – drop-down menu of choices
b. Multiple Select Box – user can select multiple answer choices from the list
c. Checkbox Array – displays checkboxes, but the user can only select one choice
d. Radio Array – displays circles for you to select, but the user can only select one choice
e. Small Text – this allows the user to type in information such as a name or address
f. Large Text – allows the user to type in information, but this gives them a lot more characters than a Small Text box; generally used when the user needs to type sentences or paragraphs
g. Photo – allows the user to upload a photo
4. Required – it’s up to you if you want to require it or not, but if you select Yes, then the user will have to enter that field in order to submit the information or save.
5. Click the orange Add Field button, and this will save the Custom Field.
6. Once you have added the custom field, it will show up automatically on the back end, but depending on where you are adding it, it may or may not display on the front end. If it does not show up, you will need to contact your customer service representative or enter a task in the task manager for this field to appear.
Virtual Map
Allows you to create an interactive seating chart of the stadium/arena, however this can be used for other purposes as well.Creating a Virtual Map
1. Click on New.2. Enter a name for the virtual map; this will not display on the website.
3. Upload the graphic that will be used as the main image/venue. This image needs to be sized to approximately 500 px, though the size will vary depending on the size of the website. It must be resized prior to uploading it.
4. Disable Mouseover Layer – yes/no- If you select ‘Yes’ on this, it will disable feature that allows for the image and text box to appear when you hover over different sections. An example of when you would want to disable this feature is if you were using the Virtual Map component to create an splash page. In this case, you would not want a box to appear when you hover over the different links.
5. Preview Image – this will open a preview of your virtual map in a separate browser
6. Save. This will take you back to the main Virtual Map page.
7. Click on Edit on the virtual map you just created.
8. When you open this, you will have a section below that says Sector Editor, which will display your image.
9. To sector off an area, click on that section and a red square will appear on the image, and as you add more squares, a blue dotted line will connect them and create a border. You do not have to connect the last square to the first one you created; the system will automatically complete the outline.
10. When you are finished creating the sector, you will find a section below that says New Sector. In this section, add the following:
a. Name – this will appear on the website when the user hovers over that section (i.e. Section 112)
b. Enter a URL, if applicable – if you want to make this section clickable to another page, enter the URL.
c. Upload an image for this section using the Select button. This is where you will load a picture of what it looks like to site in that section. (These images don’t have to be re-sized like the main image, but they should be no smaller than 200 px.)
d. Description – allows you to enter more information, if applicable. This will show up when the user hovers over that section (i.e. how much tickets are for that section).
e. Save. Once you save, you can sector off your next section.
f. Repeat these steps until you have finished creating all the sectors.
Editing a Sector
Click on the name of the sector to edit any of the information. If you need to edit the sector border, click on the orange Redraw Sector button at the top of the screen.Configuration
Allows you to send out email blasts to your fans/clients, create specific emailing lists and create emails from content in your ISM.Senders Tab
This is where you create your “senders,” (where the emails will be coming from)Edit a current sender
Select the Edit icon next to their informationAdd a new sender
1. Click on New.2. Enter in the name & email address.
3. Save.
Reply-To Addresses Tab
This allows you to set-up someone internally who will receive specific emails (Billing & Invoicing, surveys, etc.) when a user replies to those emails. These emails all refer to the store emails. For example, if you select an email address in the Order Received drop-down, then if the customer replies to that email, the reply will be sent to the selected email address. If no sender is selected, then the user will not be able to reply to the email.Once you have created all of your senders you can select who will receive the email replies for each type of system-generated email.
Plug-In Links Tab
These have to be created so that the ‘Read More’ link will work in the body of the email itself. It connects the email to the page on your website.Creating a Plug-In Link
1. Select New.2. You will enter a Name for it (i.e. News links or Roster page)
3. Enter the exact URL on your site (good idea to copy and paste the URL
4. directly). This is the URL for the main page, not the URL for the specific news article or player.
5. Select the type – News, Roster, or Survey (these are the only types currently available).
6. Save.
Notification Links Tab
If a Notification Link is created, it will send an email to a specified address letting them know that a specified link has been clicked in an email that was sent out. This best way to explain this probably with an example.Coca-Cola is one of your sponsors for this season, and you are including a link to their site within one of your email blasts. They want to know how many times their link is clicked on within your email blasts. When you create a Notification Link, they will be sent an email every time a user clicks on their link.
To create a Notification Link
1. Click on New.2. Enter the name of the link; this is what they see in the subject line of the email.
3. Enter the exact URL that is used in your email blast (this must match perfectly).
4. Enter the email address of the person who will be receiving the email.
5. Save.
Standard Email Text Tab
These are generic emails used for two purposes: one email that goes out to users who have forgotten their password and one email that goes out to all newly registered users of the site (must be generic).If no text has been entered, then no email goes out.
Forgotten password email only applies to store members, not Newsletter members.
Notifications Tab
If someone wants to be notified every time that someone signs up for the site, you can enter an email address in this tab and save. They will receive an email each time someone signs up for the website.View Emails Tab
Allows you to see all emails that have been created; to edit one, select the edit icon.Creating a New Email
1. Click on New.2. Enter the email name.
3. Select the category.
4. Select the template.
5. Select the header.
6. Save.
7. Once you save, the template for the email will appear below.
8. Make sure you are in Edit mode, and begin entering your content.
9. To enter content in the Disabled blocks:
a. Click on a Disabled block; you will see a small gray button that says Edit. Click this Edit button.
b. A dialog box will pop up, and the first thing you’ll want to do is check the box that says Enable this Block.
c. Subheader Graphic – if you have loaded a graphic to use for the sectional headers, this is where you will select it. Subheaders are uploaded in the Templates section.
d. Subheader Text – enter the text that needs to appear on the subheader graphic. The system will automatically write the name onto the graphic. However, you can also load a subheader graphic that already has the text written on it; you would just have to load multiple subheaders for all your different sections.
e. Block Content Type – you will either select Text or Plug-In
i. Text – this will allow you to use a text editor and type directly into that section.
ii. Plug-In – will allow you to plug in content from the ISM such as News stories, players, or calendar events. Once you select Plug-In and Save, you will see the list of available plug-ins at the bottom. Click on the one you want to use, and in the Content tab, you will be able to select which item you want from the ISM.
f. Once you have selected the content type, click Save (at the bottom of the box.)
g. Content tab - at the top. What you see now will depend on if you have selected Text or Plug-In.
i. Text – start typing your text into the text editor, being careful to observe the same guidelines as listed in the Content Manager section of this manual. If you wish to personalize the email by inserting the person’s name (or other stored field) from the database, select the field from the drop-down at the top, and click the orange Insert button. When you are finished entering text, click Save at the bottom.
ii. Plug-In – Depending on which plug-in you selected in the Setup tab, you will have different choices here. It could display your news stories, your roster, or your calendar items. Select the one that you want, and make sure to select the appropriate Plug-In Link. If you do not have a Plug-In Link created, you will need to do that in Configuration->Plug-In Links, and then come back to this tab.
h. Style Tab – this tab allows you to change the background color, text color, add a border, add padding, add spacing, etc. Anywhere that you see the edit icon, you can click on it to access the color pallet. You can also directly type in the hex code for a color if you know it.
i. Make sure to Save any changes you make. Then click Done (at the bottom of the box.) You will do this for each block that you want to enter content for.
Categories Tab
Creating Categories
1. Click on New2. Enter the category name. At least one category must be created or it can be broken down into more specific types of emails – it’s up to the you how you would like to do it. Examples of categories would be Monthly Newsletter, Kids Club Emails, Season Ticket Holder Specials, etc.
Members
Allows you to view all registered users for the site and their information. This tab is mostly just for viewing, but there are a few functions that you can perform.View Members Tab
Resetting a password for a fan/customer
This should only apply to store customers. In order to reset a password, click to edit that person’s name. Toward the bottom of the page, you will type in the new password in both Password boxes. Note that you can never view a current password, you can only reset it.Edit a user’s information
Click on the Edit icon, and you can edit any of their profile information. You can also deactivate their subscription and place them in multiple groups.Search Tool
Located on the right side of the page, this tool allows you to search for users by entering in various field(s) of informationMember Tools tab
Gives you access to several tools (see below). To run any of these tools, simply click on the orange Run button. You can run them as often as you need to.Duplicate Remover
Removes any duplicate email addresses from the database; if a person is listed in multiple groups, it will combine the entries and copy the information, so that the user is only listed once in the database, but within that entry, they will be associated to multiple groups.Invalid Email Remover
Removes invalid email addresses from the database such as john@yahoo.cm or sallygmail.com; this tool only removes email addresses that are in incorrect format, it will not know whether or not an email address is still activeQuote Remover
Removes double and single quotes from email addressesCreating a Custom Field
Note that creating custom fields is identical no matter what component you’re editing.1. When you are viewing the Custom Fields tab, you will have a place to create an entry.
2. Type in the name of the custom field.
3. The type refers to the type of information that will be entered.
a. Drop-down Box – drop-down menu of choices
b. Multiple Select Box – user can select multiple answer choices from the list
c. Checkbox Array – displays checkboxes, but the user can only select one choice
d. Radio Array – displays circles for you to select, but the user can only select one choice
e. Small Text – this allows the user to type in information such as a name or address
f. Large Text – allows the user to type in information, but this gives them a lot more characters than a Small Text box; generally used when the user needs to type sentences or paragraphs
g. Photo – allows the user to upload a photo
4. Required – it’s up to you if you want to require it or not, but if you select Yes, then the user will have to enter that field in order to submit the information or save.
5. Click the orange Add Field button, and this will save the Custom Field.
6. Once you have added the custom field, it will show up automatically on the back end, but depending on where you are adding it, it may or may not display on the front end. If it does not show up, you will need to contact your customer service representative or enter a task in the task manager for this field to appear.
Rules
Allow you to target very specific groups of people when sending out email blasts. Rules are built based on criteria from the user’s profile.View Rule Sets Tab
Allows you to view all of the rules that have been created.Creating a Rule
1. Click on New at the top.2. Enter the name of the rule, i.e. Newsletter or Women over 21.
3. Select the type.
a. Content Filtering – rules of this type allow you to make certain portions of an email only viewable to a certain group of people, such as season ticket holders.
b. Recipient List Creation – rules of this type allow you to create a group of people based on a certain field of information in the database. In this case, everyone gets the same email, but only this select group receives the email.
c. Note: If you have a season ticket holder group, and you want to apply it to both content filtering and recipient list creation, you will need to create 2 separate rules, one for each type.
4. Select the category in the drop-down.
5. Click on Click Here to Build Rule.
6. A dialog box will come up.
7. Click on the name of the database field (i.e. Group or Gender)
8. Another dialog box will come up that will say Select the Operator. Select the appropriate operator and continue through the dialog boxes building the rule.
9. Click the orange Save button at the bottom of the dialog box.
10. Click Save at the Top.
11. To add on to the rule (to make it more specific), click on the Edit icon for the rule you just created. This will bring you back to the screen that you were previously on. From here, repeat the steps to continue building the rule.
12. Make sure to Save.
Category Tab
Creating a New Category
1. Click on New2. Type in the name of the category. You can either create one generic category that will include all of your rules or you can break it down to be more specific.
Send Email
Allows you to send out the emails you have created.Send Email Tab
To send an email from the Emailer
1. Select the name of the email from the drop-down list; this is why you want to be very specific when you are naming your emails. Every email that has ever been created will show up in this list.2. Set the Release Time. If you want it go out immediately, leave this blank. If you want to set it up to go out at a later time, enter that information.
3. Select a Sender. This is who the email will be coming from and will show up as the Sender in your fans’ inboxes. It does not have to be the person’s real name. You can create Kaboom to be a sender, but just make sure that he has been set up with a valid email address. (If the sender has not been created in the Configuration->Senders tab, you can type it in the box below.)
4. Select your Recipients. The groups that show up here are pulled from the Rules component for every group of type ‘Recipient List Creation.’ Reminder, just because a group exists in the ISM doesn’t necessarily mean there has been a rule created for it.
5. Additional Recipients – in this box, you can type any email address that is not currently part of your database, and they will receive the email. You will also always want to use this box to send a test email to yourself before you send it out to your mass mailing list in order to check links, formatting, etc.
6. Click on Refresh Preview at the bottom.
7. On the next screen, you will click on Send Email.
8. This will queue the email for delivery. All of our clients’ emails are sent to the same place before they are sent out to the individual email addresses. **See note below.
9. Important Note: Emails could potentially take up two hours before they start sending out. This is rare, but nothing to be alarmed about If, after two hours the email still hasn’t sent, you should call customer service and they will look for the problem. You can check on the status of the email by going into Emailer->Statistics. More information below.
**The Emailer sends out 500 emails at a time, however, this does not mean that the system will keep sending 500 emails from the same group until that group is completed. The way it works is that it will send 500 from Team A, and then it will check to see if there are any other emails from any other organizations in the queue. If there are, it will send 500 from Team B. Then it will check again to see if there are any other groups. If there are not, then it starts over with the first group (Team A) and sends the next 500 emails. It continues this process until all of the emails have been sent.
Statistics
This allows you to show all the stats of the emails you have sent. This is a live feed so the numbers are up to date and can be refreshed. Stats are only stored for 30 days after sending out the email, so you will need to log into the ISM and look at them before they are removed.View Emails Tab
Emailer Statistics
On the initial page, you can view basic stats about the email, including how many emails were sent out. This is where clients can log in to see if their email has gone out yet. That number will remain at 0 until the emails starting going out.If you click on the Edit icon, you can view a more detailed break-down of the stats, including Views and Clicks and what users clicked on which particular items.
Templates
View Templates Tab
The initial screen will show you all of the templates you currently have. To edit a template select on the edit icon.To Create A New Template
1. Click New2. Use the included WYSISYG editor to create the new template
To create editable areas you will need to add code similar to @@block(id, max_width,class)@@. The format for this editable area is not as hard as it looks, you just need to follow a few important steps. First create the basic outline for your new template usually using the table tool. You should probably have a header area, content area, footer, and unsubscribe area. To active each area you will need to include the @@___@@ coding. To add a header you would need to add @@block(id, max_width, header)@@ . Each id must be unique, if you can include multiple content areas but all must have a different number.
A very simple example would be:
@@block(100,700,header)@@
@@block(101,700,content)@@
@@block(102,700,content)@@
@@block(103,700,content)@@
@@block(104,700,content)@@
@@block(105,700,unsubscribe)@@
This example gives you a header, 4 content areas, and the required unsubscribe section.
Headers Tab
The Headers Tab allows you to upload a graphic to be used as a header on your emailer.Editing a Header
Click Edit next to the header you wish to change.Creating a New Header
Click new, enter a name and upload the new headerSubheader Tab
The Subheader Tab is a mid-header & can be used as a header on each block. For example, you may have a Featured Player section running each month, so you might upload a graphic to use for the sectional header.To create a subheader, Click on New, upload your graphic, and Edit the font and offsets. You can either load a graphic that already has the title written on it, or you can upload a plain graphic, and the system will write the letters for you.
Text Messager
Text Messager Tab
Text Messager is used to send out messages to people’s cell phones as a text message.Sending a Text Message
1. Enter your message in the text box.2. Enter a release time.
3. Select a Sender; this will pull from Configuration->Senders.
4. Select the applicable group(s).
5. Click on Send Message at the bottom.
Billing & Invoices
Stores all current and past orders that have been made through the site, including billing and shipping informationView Orders Tab
Lists all of the current and past orders; click Edit on a person’s name in order to get the full informationOverview
Gives an overview of the order. You can change the status of the order by changing this in the drop-down. You can also view the subtotal, tax, shipping, etc.Tracking
Allows you to enter the tracking number and shipping provider for a specific order; for internal use only, this does not email the user.Invoices
This tab would only apply if you have access to Billing Plans; this is where the individual invoices will show upPromotions
If promotions have been created, this is where you link them to the individual items.Billing
Lists the customer’s billing informationShipping
Lists the customer’s shipping informationComments
Allows you to post comments on this particular order or about this particular customer (customer frequently calls to cancel order, make sure to ship to correct address, customer was irate on the phone, etc. This is only viewable inside the ISM.)Billing Plans Tab
Allows payment plans to be set up so that the ISM automatically charges the customer at set intervals.Reports Tab
Allows you to run reports on the store to see how much money was generated through online salesRunning Reports
1. To run a report, select the type of report from the drop-down.a. Overall Sales – this will run a report based on overall sales. The report breaks it down into tax, shipping & handling, promotions, item options, etc.
b. Item Breakdown – runs a report and shows you how much money was made on each item in the store
c. Orders – shows each individual item that was purchased through the store
2. Enter the Start and End dates of when you want the report to run.
3. Click Run Report.
4. You can change the criteria and run as many reports as needed.
5. You can also print the report by clicking on the print icon in the top right.
Categories
You will need to set up categories first, and then you can load individual items. It is generally a good idea to create a main category that will house all other categories. You should name it something generic like ‘Store’, this step may have been completed by customer service during the development process. In this category, they will place their other categories like Shirts and Hats.Categories Tab
To create a category
1. Type the name of the category in the box under New Category.2. In order to select the parent category, click the orange Create Under button, and this will change it from ‘Top Category’ to whatever you have clicked on.
3. Click Add Category.
4. Once you have created a category, you can select the Edit icon to edit the name of the category or the parent category. You can also set it up so that a specific email address receives a BCC Order Placed Email for all items purchased in this category. Note that this is separate from what is set up in the Store Configuration tab. There is no need to have the same email address entered in both places. The Email Notification within the Categories tab is usually just used when a different person processes orders for that particular category (i.e. season tickets.)
5. To delete a category, click on the Delete (trash can) icon.
Customers
View Customers Tab
Allows you to view all the current members of your website. This tab is going to list both Emailer and Store members. This is the same information that you will see if you go to Emailer->Members or Tools->User Manager->Members.To view more information on a member, click on the Edit icon.
See more about Member Information in Emailer->Members.
Creating a Custom Field
Note that creating custom fields is identical no matter what component you’re editing.1. When you are viewing the Custom Fields tab, you will have a place to create an entry.
2. Type in the name of the custom field.
3. The type refers to the type of information that will be entered.
a. Drop-down Box – drop-down menu of choices
b. Multiple Select Box – user can select multiple answer choices from the list
c. Checkbox Array – displays checkboxes, but the user can only select one choice
d. Radio Array – displays circles for you to select, but the user can only select one choice
e. Small Text – this allows the user to type in information such as a name or address
f. Large Text – allows the user to type in information, but this gives them a lot more characters than a Small Text box; generally used when the user needs to type sentences or paragraphs
g. Photo – allows the user to upload a photo
4. Required – it’s up to you if you want to require it or not, but if you select Yes, then the user will have to enter that field in order to submit the information or save.
5. Click the orange Add Field button, and this will save the Custom Field.
6. Once you have added the custom field, it will show up automatically on the back end, but depending on where you are adding it, it may or may not display on the front end. If it does not show up, you will need to contact your customer service representative or enter a task in the task manager for this field to appear.
Items
View Inventory Tab
Will list all of the items that have been entered. When you initially log into this screen, you may not see any items listed. If this is the case, click on the category name in the right margin. This will bring up just the items in that particular category.Creating a New Item
1. Click on New.2. Enter the name of the item.
3. Select the appropriate category.
4. Enter the price.
5. Enter an Inventory ID, if applicable. This is for internal use only and will not display on the website.
6. Once you Save, the system will bring up more fields of information, along with a set of tabs that will go across the top of the screen.
a. General- lists all of the general information about the item.
i. You can select to Feature the item. This means that it will show up on the main store page.
ii. Make sure to enter the weight if you are going to base shipping off of item weight.
iii. Use the Select button to upload an image. Image will be displayed at 200 px on the site, so they should not load anything smaller than that.
iv. If the item is on sale, you can enter an Old Price in addition to the Item Price, and this will be reflected on the website.
v. Actual Item Cost to Storeowner – this price will not show up on the website, but it enables you to run a more accurate report on the store. By entering this information, the report can generate how much profit you are making.
vi. Handling Fee – if there is an additional handling fee for this particular item, it can be entered here, and it will be added to the total when the customer is checking out.
vii. Description – enter in a description of the item.
viii. Make sure to check the box that says ‘This Item Can be Paid for Upon Checkout.’
b. Images – allows you to upload a secondary image of the item (i.e. the back of a shirt); make sure they are not using this tab to upload the main image.
c. Options – this is where you associate any applicable item options such as color or size options. Note that the options are created in the Item Options tab, but this is where you link them to the individual item. You can link more than one set of item options if necessary.
d. Promotions – you can create promotions and then associate them to individual items or to all items in the store
e. Files – you can upload any applicable documents for the item such as a user manual or technical documentation
f. Inventory – This can be used to keep items out of the store that are out of stock.
g. Linkage – you can select up to 3 other items from the store to link to this particular item. This is like what you see on Amazon.com where it says ‘You might also be interested in this item.’
h. Auction – this tab only applies if the item is up for auction
i. Make sure to select ‘Yes’ this item is up for auction. If you don’t do this, the item will show up as ‘Free’ on the site.
ii. Select whether or not customers can see the bid history.
iii. Freeze This Auction – pauses the auction
iv. Make sure to enter Start/End Dates, especially since there is no option to Ignore Start/End Dates.
v. Initial Price – set up where you want to begin the bidding
vi. Reserve Price – The lowest price the item will be sold.
vii. Bid Increment Price – enter the amount that each bid will increase by
viii. Current Bid – will always show you where the current bid stands
i. Advanced
i. Event Date – if the item that they are selling is an event, make sure to enter that in the box
ii. Is the item Taxable? – yes/no – this will be based on whether or not their state charges tax for that particular type of item. Also, if you have another branch of your store in another state, then you will need to select that state from the list for Secondary States within the Store Configuration. These tax rates pull from a file in the system.
iii. Free Shipping – you can set it up so that this particular item does not charge for shipping. A good example of when to use this is when you are selling tickets to an event; they will probably be mailing these in an envelope, so shipping fees are not really necessary.
iv. Not Shippable – yes/no
v. Make sure to select the type of item from the drop-down.
vi. Purchase Groups – if they would like the person ordering the items to be placed in a certain category, you can check which group(s) the purchaser will belong to.
vii. Attachment – you can upload a file (an online book for example), and then customers can download that file for a certain number of days. Use this button to upload the file.
viii. Longevity – sets how long the customer will have access to the file (only fill this out if you are using the Attachment function)
7. Make sure to Save the information in each tab!
View Auctions Tab
Allows you to view all of the current and past items that have been up for auction. This screen gives you a summary of the basic information on each item. Clicking on Edit will open that particular item so that you can edit the information.View All Items Tab
Gives you a list view of all the items in the store. Each item is hyperlinked, so that if you click on it, it will take you to the Edit screen for that particular itemCreating a Custom Field
Note that creating custom fields is identical no matter what component you’re editing.1. When you are viewing the Custom Fields tab, you will have a place to create an entry.
2. Type in the name of the custom field.
3. The type refers to the type of information that will be entered.
a. Drop-down Box – drop-down menu of choices
b. Multiple Select Box – user can select multiple answer choices from the list
c. Checkbox Array – displays checkboxes, but the user can only select one choice
d. Radio Array – displays circles for you to select, but the user can only select one choice
e. Small Text – this allows the user to type in information such as a name or address
f. Large Text – allows the user to type in information, but this gives them a lot more characters than a Small Text box; generally used when the user needs to type sentences or paragraphs
g. Photo – allows the user to upload a photo
4. Required – it’s up to you if you want to require it or not, but if you select Yes, then the user will have to enter that field in order to submit the information or save.
5. Click the orange Add Field button, and this will save the Custom Field.
6. Once you have added the custom field, it will show up automatically on the back end, but depending on where you are adding it, it may or may not display on the front end. If it does not show up, you will need to contact your customer service representative or enter a task in the task manager for this field to appear.
Item Options Tab
Where you create colors, sizes, etc. that the item can be ordered inCreating an Item option
1. To create a set of item options, type in the name in the box that says Name/Question. (Note that you will only enter a price if there is a price difference to select the item option).2. Select the type. This refers to how the item will look on the website. See ‘General Instructions for the ISM’ for a description of each choice.
3. Select whether or not the Item Option is required. If ‘No’ is selected, then a customer will be able to check out without selecting the necessary options.
4. Click on the orange Add Option button.
5. You have just created the “set” of item options. Now you will need to add the individual choices (small, medium, large, etc.)
6. Click on the Edit icon.
7. The top half of the screen will display the information that you have just entered. Under the section that says ‘Add New Possible Value For,’ you will enter your first choice.
8. Where it says Value, you can either enter ‘Small’ or ‘S’ – this is what will show up on the site.
9. When you click on Save, you will be given another field to type your next option (size).
10. Continue doing this until all of the sizes have been entered.
11. Price – only enter a price for the option if there is an additional charge to order that size (i.e. an XXL shirt costs $2.00 more than any other size). You only enter the price difference, not the total price of the shirt!
12. Actual Cost – this is where you enter how much more you (as a storeowner) have to pay for that item option (i.e. you have to purchase XXL shirts for $1.00 more than the other sizes). This is for internal use only and does not display on the site.
13. Save.
Weightless Items Tab
This tab will show all items that do not have a weight entered for them. If you base your shipping fees on item weight, it is very important for you to check this tab to make sure that you have entered weights for all of items.Promotions
You can create promotions and then associate them to individual items or to all items in the store.Promotions Tab
Creating a Promotion
1. Click on New.2. Promotion Code Seed – you can either enter your own code or click on Generate to have the ISM create one for you.
3. Name the promotion. This is just what shows up in the ISM.
4. Applies To – select All Items or Select Items.
5. Make sure to enter your Start and End Date because you don’t have the option to Ignore them.
6. Allow Discount Code Reuse – Yes/No
7. Number of Reuses – enter the maximum number of reuses
8. Enter a minimum order amount, if applicable.
9. Discount – either enter a percent discount or a flat amount discount (dollar amount).
10. Save.
11. If you created a promotion for Select Items, make sure you go into those individual items and associate the promotion to the item.
Theme Nights
Can be used to create special group rates on tickets or merchandise for groups that you offer discounts to. Each group will have its own user name and password so that members can log in and make purchases at their group rate.Groups Tab
You will want to set up your groups before you set up individual users.Creating a Group
1. Click on New at the top.2. Enter the Group Name (i.e. Boy Scouts of America)
3. Select the category that they will be purchasing from. (The way Theme Nights works is that you will create special categories that are only used for Theme Night customers. You will then link the specific category to the appropriate group. So you will need separate categories for your different groups.)
4. Create a Welcome Message. This is what the Theme Night users will see when they log in to the Theme Nights page.
5. Contact Name – enter the contact for the group as a whole (for internal use only)
6. Enter the address, city, state, zip, and phone number as needed (for internal use only).
7. Comments – you can post any additional information or notes about this group
8. Save.
Users Tab
Creating a new User
1. Click on New at the top. (Users would be like Troop 191 of the Boy Scouts of America group. They are smaller groups within a big group. You may have multiple users in a group, or you may just have one user within a group.2. Create the username and password, and select the applicable Group.
3. Enter the contact name, address, city, state, zip and phone number (for internal use only.) This would be the contact for Troop 191 as opposed to the contact for the Boy Scouts of America as a whole.
4. Comments – you can post any additional information or notes about this group.
5. Save.
Players
Allows you to enter players, rosters, stats, positions, and transactions.View Players Tab
Lists all of the players that have been entered.Creating a new player:
1. Click on New at the top.2. Enter the name.
3. Select the team.
4. Upload a photo using the Select button.
5. Visible on Website Roster? – If you select No, the player will not show on the front end (this is like the Hide feature in other components).
6. Active – Yes/No – all players listed as inactive will display in a separate section on the roster page on the front end
7. Select the position from the drop down list. If a new position needs to be created, you can do that in the Positions tab.
8. Highlight the applicable rosters.
9. Is this person a coach? – This option is available because some clients like to display the coaches on the roster page instead of a staff page. If they are listing the coaches on the roster page, then they will need to select yes when they create their coaches’ entries.
10. Pro – you can list any pro teams they have played for, if applicable
11. College – you can list what college they played for, if applicable
12. Depending on what has been enabled in the configuration, you will select if they Shoot/Bat/Throw Right, Left, or Switch.
13. Enter their date of birth.
14. Enter where they reside.
15. Enter their number, height, and weight.
16. Enter their biography using the text editor.
17. Save.
18. Once you have saved a player, if you go back and edit their information, you will notice that you have a Stats tab at the top that was not there previously. You can use this to enter individual career stats for that particular player.
a. Whatever statistic fields have been set up in the Statistics tab will display here.
b. Once you enter stats for a particular year and save, you will be given another line to enter stats, in case this player played for multiple clubs during the same year.
Rosters Tab
Allows you to create rosters for different years (kind of like categories)Creating a new roster
1. Click on New.2. Enter the year.
3. Select whether or not it’s the current roster.
4. Save.
Custom Fields Tab
Allows you to create fields of information that the ISM currently doesn’t have a field for within Players (i.e. Favorite Quote).Creating a Custom Field
Note that creating custom fields is identical no matter what component you’re editing.1. When you are viewing the Custom Fields tab, you will have a place to create an entry.
2. Type in the name of the custom field.
3. The type refers to the type of information that will be entered.
a. Drop-down Box – drop-down menu of choices
b. Multiple Select Box – user can select multiple answer choices from the list
c. Checkbox Array – displays checkboxes, but the user can only select one choice
d. Radio Array – displays circles for you to select, but the user can only select one choice
e. Small Text – this allows the user to type in information such as a name or address
f. Large Text – allows the user to type in information, but this gives them a lot more characters than a Small Text box; generally used when the user needs to type sentences or paragraphs
g. Photo – allows the user to upload a photo
4. Required – it’s up to you if you want to require it or not, but if you select Yes, then the user will have to enter that field in order to submit the information or save.
5. Click the orange Add Field button, and this will save the Custom Field.
6. Once you have added the custom field, it will show up automatically on the back end, but depending on where you are adding it, it may or may not display on the front end. If it does not show up, you will need to contact your customer service representative or enter a task in the task manager for this field to appear.
Positions Tab
Allows you to create new positions as well as use the system default positions. To import positions for a particular sport, click on the orange Import Positions button next to the applicable sport. This will load the system default positions and will show up when you are editing/creating players.To create a new position
1. Click on New.2. Enter the name of the position.
3. Select what type of position it is from the drop-down menu.
4. Save. These will now show up when you are creating/editing a player.
Statistic Fields Tab
Allows you to create the applicable statistic fields for your sportCreating a new statistic field
1. Click on New.2. Enter the name (abbreviation) for the stat.
3. Select the data type, depending on what kind of number the stat is.
4. Select all of the positions that it applies to.
5. Save.
6. These will show up within the Stats tab when you are editing a player’s information.
7. See more information in Players->View Players Tab
Transactions Tab
Allows you to post player transactionsCreating a new transaction
1. Click on New.2. Enter the date.
3. Enter the action that was taken.
4. Select the player from the drop-down; this will pull from the roster.
5. If the player has not been entered on the roster yet, you can type their name directly into the second box.
6. Enter the details of the transaction using the text editor.
Teams
Allows you to upload all of the logos for your opponents; this component is used for both the Calendar and if you have an Opponents page.View Teams Tab
Creating a new team
1. Click on New.2. Enter the full name (i.e. Brazos Valley Bombers). This is what will display when the user clicks on that day’s game and the full game information is displayed at the top of the page.
3. Enter the short name (i.e. Bombers). This is what will display on the graphical calendar before the user clicks on it for more information.
4. Enter the city and state.
5. My Team? – yes/no – make sure you create entries for all of your opponents, as well as for your own team. Make sure to select ‘yes’ on your team.
6. Select the appropriate division from the drop-down menu. This pulls from the Divisions tab.
7. Enter the website URL. – this field can be used for internal use OR it will also be used if the team is going to set up an Opponents page on their site; it does not make the logos on the calendar page clickable.
8. Background Color/Foreground Color- only used if you have an Opponents page, you would need to contact customer service or open a task for a programmer for this information to display.
9. Contact Information – you can enter contact information for this team’s office.
10. Save.
Divisions Tab
Allows you to create different divisions for your teamsCreating a new division.
1. Click on New.2. Enter the name.
3. Save.
4. These will show up in the Divisions drop-down when you are creating/editing teams.
Affiliates Tab – allows you to create affiliates for your teams
1. To create an affiliate, click on New.2. Use the Select button to upload the logo.
3. Enter the URL.
4. Select the class.
5. This is primarily used internally, but it can also be used for an Opponents page; it is not used on the Calendar page.
Custom Fields Tab
Allows you to create fields of information for your teams that currently do not exist.Creating a Custom Field
Note that creating custom fields is identical no matter what component you’re editing.1. When you are viewing the Custom Fields tab, you will have a place to create an entry.
2. Type in the name of the custom field.
3. The type refers to the type of information that will be entered.
a. Drop-down Box – drop-down menu of choices
b. Multiple Select Box – user can select multiple answer choices from the list
c. Checkbox Array – displays checkboxes, but the user can only select one choice
d. Radio Array – displays circles for you to select, but the user can only select one choice
e. Small Text – this allows the user to type in information such as a name or address
f. Large Text – allows the user to type in information, but this gives them a lot more characters than a Small Text box; generally used when the user needs to type sentences or paragraphs
g. Photo – allows the user to upload a photo
4. Required – it’s up to you if you want to require it or not, but if you select Yes, then the user will have to enter that field in order to submit the information or save.
5. Click the orange Add Field button, and this will save the Custom Field.
6. Once you have added the custom field, it will show up automatically on the back end, but depending on where you are adding it, it may or may not display on the front end. If it does not show up, you will need to contact your customer service representative or enter a task in the task manager for this field to appear.
Branding and Optimization
Allows users to control what name displays in the browser bar as well as the little icon (“favicon”) that appears in the address bar. Users can also use Meta Tags to improve their site’s search engine optimization (SEO).Browser Customizations Tab
Enter whatever text you want to display in the browser’s title bar where it says ‘Override Browser Title Bar With:’Use the Browse button to upload the “Favorite Icon”. The file type must be in the format .ico, and it must be 16 x 16 px. This file format can be saved using Photoshop if you have downloaded the correct plug-in.
Meta Tags Tab
Creating Meta Tags
1. Click on New.2. Select the tag name (type) from the drop-down menu.
3. Meta Tag Content box – enter words that are associated to your site. These are words that if a user searched on a search engine, should cause your site to come up on the search.
4. Save.
Featured Entities
Allows you to feature select items from your ISM for specified periods of time. You can select items from the roster, staff manager, multimedia, store, and auction. Before setting up an individual item, you will need to create a category for it.Categories Tab
Creating a new category
1. Click on New.2. Enter the name of the category; ideally this should be named whatever the name of the section is on their website (i.e. Player Spotlight or Featured Merchandise).
3. Select the type. This determines where the ISM will get the information from. For example, if it’s set up as Roster, it will only pull from the players on the roster.
4. Save.
View Entities Tab
Creating a new Featured Entity
1. Click on New.2. Select the category from the drop-down. Once you do this, more fields of information will appear below.
3. Select the item that you want to feature from the drop-down.
4. Enter the item name. This is kind of like a headline.
5. Enter the Start/End Dates or else select Yes on Ignore Start/End Dates.
6. Photo – if you load a photo here, it will override whatever photo has been loaded in the ISM for that particular item.
7. Enter a description. Keep in mind this is what will display on the homepage, so it is more like a caption. You don’t want to write a novel here. Check the site and format the text accordingly.
Import/Export
Allows you to import and export certain fields of information in and out of the ISM.Import Tab
Importing Data
1. Select the type of data that you want to import from the drop-down.2. Select how the system should handle the data.
a. Synchronize – blends old and new data (in order to use this field, the data file you are importing must have come from ISM3)
b. Delete Old Add as New – will delete everything in that group before importing the new data
c. Add As New – used when you’re importing brand-new information
3. File Format – should be Comma Separated Values; the files that are being imported from Excel must be saved in this format!
4. Once you have selected the type of data, you will have a fourth field added that you will give you a Browse button. You will use this button to browse and upload your file.
5. Once you have selected the applicable file, click on the orange Upload File button.
6. You will now indicate what type of information the columns from your file are. In other words, the ISM will show you a sample entry from each column, and you will select from the drop-down what type of field that is.
7. Once you have assigned all of the columns, you will click on the orange Process Import button at the bottom.
8. Depending on how big the file is that you’re uploading, this might take a while. Once it says it is finished, it is a good idea to go check and see if your info uploaded or not.
Task Manager
You can open tasks for items that need to be fixed or formatted on your site. This puts your item in line in the Task Manager as soon as they open it. This task will be assigned to the appropriate party and closed within normal service level agreements.View Tasks Tab
Displays all open and closed ticketsViewing a Task
To open a task, click on the name of the task.To post a comment or update on the task, type in the white box and then click Post Followup.
You can search tasks using the Search tool on the right.
New Tasks Tab
Allows users to open a new task.Creating a new Task
1. Select the name of the project from the drop-down. Most clients will only have one to choose from, but certain users have access to multiple sites, so these users will need to select which site the task is referring to.2. Enter a summary – This is the subject line of the task.
3. Enter a description of the task using the Details box.
4. If any related documents (print screen, excel file, etc.) need to be uploaded, use the Browse button to attach them.
5. Save.
User Manager
Members Tab
Displays all registered users on the site, including store and emailer users. This is the same information that you would see if you went to Emailer->Members or Store->Customers.Member Groups Tab
Displays the Member Groups that have been created. Note that creating a Member Group and creating a Rule to email a specific group are two different things. To create a new group, click on New, type the name of the group and Save.Member Tools Tab
Gives you some user management tools for their members. Select the applicable tool, and then click on the orange Execute button. The names of the tools describe what they do. These can be run as often as needed.ISM Users Tab
Displays all of the individual users who have access to this particular ISM. In order to create a new user, you will first need to create a group, and then place the individual user within that group.Creating a new ISM user
1. Click on New.2. Enter their username, first name, last name, and email address.
3. Enter their password. Note that when you Save, you will no longer be able to view the password – you will only have access to reset it again.
4. Once you Save this user, you can come back in and select the applicable Group.
ISM Groups Tab
Displays the different groups of ISM users; this is where you give access to the group.Creating a new ISM User Group
1. Click on New.2. Enter the name of the group (i.e. Interns), and a description (not required).
3. Save. This will take you back to the main page.
4. Click on the padlock icon to edit the permissions.
5. This will bring up a very long and detailed list of everything that this group can have access to. Go through the list and enable whatever areas are needed.
a. Global Enable All will enable everything in the list.
b. The Enable All within each section will enable everything in that particular section, with the exception of the items listed with a checkbox next to them. These items have to be manually checked. The items that show up in this section are going to be ad pools, categories, galleries, etc. – items that have been created specific to the site that are not system-wide options. Note that even though users can have access to be able to create new ad pools, categories, etc., until the admin user gives them access, they will not be able to access the new categories that they have created.
6. Save.
Web Statistics Tab
There is a link here to load webstats for this particular website. You can also access webstats by going to www.domain.com/webstats, and you don’t have to be logged into the ISM.Virtual Office Module
This is for internal use only and does not control a website of any kind. The virtual office allows you enter items such as calendar events, contacts, files, emails, message board, store links, and create a To-Do list.The main point to remember when using the Virtual Office is that if you are working in a folder with the word “personal” in it then only you can see the information in that folder within the virtual office. If you are working in a folder with the word “global” in it, any information listed in that folder can be viewed by all people who have access to the virtual office.
Calendar
View Calendar
This gives you the display of the calendar with any scheduled events listed on it. You can go to the preceding and following months by using the buttons above the calendar. To the right of the calendar there is a list of events going on that month with more information regarding the event.Add Personal Event
Allows you to enter an event that only you will be able to see when in the Virtual Office. To save the event, click on the save button at the top of the page. Now when you go back to “view calendar” the event you entered will be listed on the calendar. Again, any “personal” events you enter can only be seen by you when you are viewing the calendar in the Virtual Office.Add Global Event
Allows you to enter an event that all people who have access to the Virtual Office can see. This way if you have an event that all people who have access to the Virtual Office need to know about, you can enter it using the “add global event” feature and the calendar will be updated for all to see.Using the calendar will allow all users to keep track of events that are going on that they need to know about as well as the events that the entire organization needs to know about.
Contacts
View All
Allows you to see all the personal contacts that you have entered and all the global contacts that you and others have entered within the Virtual Office. In other words, any personal contact that you have entered or any global contact entered by anyone with access to the Virtual Office is listed under this tab.View Personal
Allows you to see the personal contacts that you have entered using the “Add Personal Contact” tab. Other users cannot view theseView Global
Allows you to see all the contacts that you or any other user of the Virtual Office has entered using the “Add Global Contact” tab.Add Personal Contact
Allows you to enter the information for any people you have contact information for. These contacts will only be listed on your personal contact list and your view all contact list in the Virtual Office. No other person with access to the Virtual Office will be able to see these contacts and their information.Add Global Contact
Allows you to enter the information for any people you have contact information for that you want every person with access to the Virtual Office to be able to see.File Manager
This is the section that allows the users of the Virtual Office to organize, manage, and store information regarding various topics that different users of the Virtual Office can access based on the permissions they are given.This is a tool that will allow users of the Virtual Office to have a centralized location to upload information to certain folders for easy access and to keep records up-to-date.
By allowing users to have access to certain folders within the File Manager, the users will be able to help keep the content about them or their organization current.
The main thing to remember about the folders is “permissions.” What the folder’s permission level is set to will determine who has access to that folder to read, add, edit and remove content form that folder, which will affect what is seen on the website. (more about permissions later)
On the main page, the first column allows you to select a folder to delete. Never delete a folder. If you do you lose all the information in that folder and it is very hard to retrieve that information. Never delete a folder.
The other columns list the name of the folder, the size of the data stored in the folder, the date the folder was added to the File Manager, the person who created the folder, and the last column labeled “perm.” lists who has permission to make changes to the content in that folder.
You have different “permission” levels that you can assign to folders and the content within the folder. These levels will determine how many users have the ability to view and/or work with the content in the folder.
Who has permission to work with a folder is based on what group of users in the Virtual Office has access to the folders and its content.
The user who creates the folder can set the limits on what users outside his group can do to a folder’s content by using the Permission Levels listed below.
You can set the permissions based on what other groups you want to have access to the folder’s content in order to read, add, edit, or remove the content saved there. You can also choose to allow all users to read and make changes to the folder, The main folder can have one permission level, while the content within can have the same or another permission level.
The different Permission Levels are:
Prvt. – this means private. Only the group that the user who created the folder is classified in has the ability to make changes to it.
All RW – all users of the Virtual Office, regardless of the group they are in, can read the folder’s content and make changes to it (or write to the folder).
All R – all users of the Virtual Office, regardless of the group they are in, can read the content in the folder, but can not make changes to it.
You can also choose more than one group to have access to the folder. You do this by selecting (highlighting) the group you are in and one of the other group names from the list when you create a folder. (to select multiple groups, highlight one group’s name, hold down the shift key, and click on the other group’s name you want to have access to the folder)
Depending on the permission level of the folder, users can have all or limited access to the content of the folder and what they can do to it.
When you create the folder, you will set the permission level. (more about creating a folder later)
The last column has a icon that allows you to edit the content of the folders. If you click on it, you can edit the content of the folder, upload new files, etc. (more about editing later).
If you click on the name of the folder, it takes you to a page that lists the contents of the folder. It may be another list of folders that each has separate information in them or it may just take you directly to a list of information in that folder. How it is organized depends on you. You can create folders within folders to break up the content into separate areas that makes the content easier to locate if you need to make changes to it. Or you can just create one main folder that lists all the content. (if there are folders within folders, just keep clicking on the folders name till you get to the content you are looking for)
To go back the previous page, click on the .. link next to the folder that is at the top of the list of content. This will take you back to the page before the one you are currently on.
On the far right side of the main page, there is a box called “File Manager Actions.” In this box you can use the “Search” tab to look for folders, files, or other content by entering a keyword or part of the file’s name and click the “search” button. The tab “New Folder” can be used to create a new folder to add to the File Manager.
To create a new folder, use the “New Folder” tab in the right-hand box named “File Manager Actions.” Type in the name of the folder, and select the permission level you want for the folder.
You can select the permission to be “prvt.” By only allowing the group you are classified in to have access to the folder to make changes and add content. You can also select multiple groups to have permission to access the folder and its contents by highlighting one group’s name on the list, holding down the shift key and selecting another group’s name from the list. Another option is to click in the circles next to the yes or no options for “All Read” and “All Write.” You can give Virtual Office users only access to read the folder’s content or access to read and make changes to the content of the folder by selecting yes to one or both of these.
Once you have selected the permission level, click “Create Directory” to save the folder to the File Manager.
You can create folders for the main “browse” page of the File Manager by using the process described above. If you click on the name of one of the folders in the File Manager’s “Browse” page, you can create a folder within a folder by using the same steps as above. The only difference is that in the right-hand box under the tab “New Folder” there will be a folder’s name listed by “create under” instead of it being blank like when you create a folder for the main File Manager “Browse” page.
To add content to a folder, you must have the “permission” to add content. This is determined by the permission level the folder has been given (see above for permission descriptions).
If you have permission to add content to a folder, click on the folder’s name that you want to add or upload content to (this may mean you click on multiple folders’ names until you get into the folder you want the content to be under).
Once you are in the correct folder, click on the “new” button at the very top of the page. On the page it takes you to you can browse saved files and .jpegs or .gifs to upload to the folder. Click the browse button to search for the item you want to upload. Once you select a file, you need to set who has permission to access the file. You can select certain groups to have access to the file or you can allows all users to read or all users to read and make changes to the file.
Highlight the appropriate group(s) by selecting them or to select multiple groups, highlight one group’s name, hold down the shift key and select another groups’ name. Or you can click in the circles next to yes or no to give users the ability to read and /or write to the file.
When you are finished setting the permission, click the upload button to save the file to the folder.
Use this same procedure for adding content to any of the folders you have access to in the File Manager.
To edit content within a folder or a specific file in a folder, you have to have permission to make changes to that folder or its content.
If you have the permission to edit the folder and its content, then click on the edit icon in the far right column on the same line that the folder or file is on. Make your changes to the folder or file and then click the save button at the very top of the page. This will save the changes you have made.
Mail
This is an internal messaging system. You can use this mail to send messages to the groups within the Virtual Office as well as to individual people who use the Virtual Office.This is not like other e-mail providers that allow you to send message to anyone you want to and receive messages from anyone. This e-mail system will only let you send and receive messages to and from other people that have access to the Virtual Office.
The tab “Inbox” lists all the messages that you have received from other users of the Virtual Office. You will only receive e-mails from other people that have access to the Virtual Office.
The tab “Compose Message” allows you to create a message to send to other users of the Virtual Office.
You can send the message to a group of people by clicking on the group’s name from the right-hand list of recipients. When you click on the group name, it automatically is listed in the “to (groups)” blank in the message area.
You can also send messages to a specific person by clicking on their name in the recipient’s box under “users.” When you click on the person’s name it automatically is listed in the “to (users)” blank in the message area.
Type in the message’s subject in the subject blank, and then type the message in big empty box underneath all the tools you can use to format the text.
Once you are done typing your message, click the “send mail” button to send the message to the intended recipient.
Again, this mail system is only for sending messages internally. In other words, you can only send and receive messages to and from those that have access to the Virtual Office. This mail system is not intended to be used like other e-mail systems that allow you to send and receive e-mails to and from anyone.
Message Board
When you click on the Message Board link, you are taken to a page that lists all the messages that have been posted by any users of the Virtual Office.The tab “View Threads” is the only page available for Message Boards.
This page lists the subject of the message, who posted the message, who the last reply to the message was from.
If you click on the subject of one of the messages, it will take you to a page that allows you to post a response to that message. The original message will be displayed at the top of the page and a box for you to type a response will be underneath it.
Type in the subject for your response and then type in your response in the text box.
When you finish your message, click the “post reply” button to submit your response.
To create a new message for the Message Board, click on the new icon at the very top of the page across from the ISM 3 logo.
When you create a new message, all you do is click on the new icon at the top of the page, and then type the subject of the message and the message in the space provided.
To post that message, click the save button at the top of the page. This will post the new message on the Message Board page for all users to see and respond to.
If you want to cancel the message you are creating before you post it, just click the cancel button at the top of the page and the message will not be posted on the Message Board page.
The Message Board is just a tool that helps users of the Virtual Office to get feedback on messages they post or to give feedback to messages posted by other users.
Quick Links
This section lets you add links to websites that you visit often that you might want to keep handy for reference or links that you want to share with all users of the Virtual Office.The tab “Browse Links” allows you to see a list of all the personal links, which are the ones only you can see, you have entered and all the global links, which all users of the Virtual Office can see, that you or other users have entered.
The “Browse Links” page gives you the link in the first column, whether it is a global link or personal link, in the second column, and who entered the link in the third column. If you click on the name of the link, it will cause a separate window to pop-up that takes you to the link’s website.
The tab “Add Personal Link” allows you to enter the URL, which is the website address, the name of the site and a description of the site. When you click on save at the very top of the page, it saves your link. If you go back to the “Browse Links” page, you will see the link you added displayed in that list. The links you add using the “Add Personal Link” page will only show up on your “Browse Links” page. No other user of the Virtual Office will be able to see these links.
The tab “Add Global Links” allows you to enter the URL, which is the website address, the name of the site and a description of the site. When you click on save at the very top of the page, it saves your link. If you go back to the “Browse Links” page, you will see the link you added displayed in that list. The links you ass using the “Add Global Link” page will show up all the “Browse Links” page of every user of the Virtual Office. Every user of the Virtual Office will be able to view and use the links that are entered using the “Add Global Link” page.
If you decide you do not want to add the link you have typed in using wither the “Add Personal Link” or “Add Global Link” pages, just click on the cancel button at the very top of the page and the link will not be added to the “Browse Links” page.
To-Do List
The To-Do List section allows you to create a personal to-do list that only you can view and that contains items that you need to get done by a certain day and time. It also allows you to view a global to-do list that all users of the Virtual Office have access to. The global to-do list contains items that all users of the Virtual Office need to know about or need to have done by a certain day and time.Any user of the Virtual Office can add items to the Global To-do List and see items listed on it. The Global To-Do List can be seen and used by all users of the Virtual Office.
Only you can add items to your Personal To-Do List and see the items listed on it. The Personal To-Do List can only bee seen and used by you and no one else.
The tab “View Personal List” shows you the list of activities you have to do. Only you can see this list of things to do. It lists the activities by due by (when you need to complete the activity by), the opened on day (when you added the item to the list), and the details about the task (information that tells about the item on the list).
The tab “View Global List” shows you the list of activities that all the users of the Virtual Office have to-do. This list can be seen by all users of the Virtual Office. It lists the activities by due by (when the activity needs completed by), the opened on day (when the item on the list was added), and the details about the task (information that tells about the item on the list).
The items listed on the Global To=Do List should be ones that a group of users need to complete or be aware of, all users need to complete and be aware of, or multiple users need to complete and be aware of. You should only enter a task on the Global To=Do List if other users need to have access to that information or need to work on the task too. If the task is only relevant to you, then it should be listed on your Personal To-Do List .
The tab “Add Person Item” lets you enter a task that you need to complete. Only you will see this task and it will be listed on the “View Personal List” page. You can enter the task’s subject, due date, and more details about the task on this page. To same the task to your Personal List, click on the save button at the very top of the page. If you decide you do not want to post this task, click on the cancel button at the very top of the page.
The tab “Add Global Item” lets you enter a task that some or all users of the Virtual Office need to be aware of and/or complete. All users of the Virtual Office will see this task and it will be listed on the “View Global List” page. You can enter the task’s subject, due date, and more details about the task on this page. To same the task to the Global List, click on the save button at the very top of the page. If you decide you do not want to post this task, click on the cancel button at the very top of the page.
Overall, the To-List section will allow you to keep track of tasks you need to complete as well as the tasks that multiple users need to complete. Only you can view your Personal To-Do List while all users can view the Global To-Do List.
Dev Website Link
This link is used to view the Development site, changes will appear immediately to this site. The Development site is not live, and the only way to access it is to be logged into the ISM.Live Website Link
This link will open your current live website in a new window, change will post to this site within 15 minutes.ISM Button
Home
This is a link that takes you back to the ISM 3 home page for your site. This is the page that has the quick links for adding items, your weather information, and Infinity contact information.My Websites
This link will take you to a page that lists all the websites that you have access to. Type the name of the website you want to work on in the box, and it will list it below. Then click on the name of the website to access the site’s ISM to make changes/additions to the site. This will only list the sites you have access to and that you can work on. Most clients will only have access to one site, but in some cases, they will have access to multiple sitesPreferences
This takes you to a page where you can update your personal preferences for working in the ISM. You can enter your personal information, set the ISM session timeout, select your ISM language, and select what type of text editor you’ll use when working in components that have text areas.Contact Information
Infinity Pro Sports405 Mitchell St
Bryan, TX 77802
Office: (979) 779-5200
Fax: (979) 779-3329
PDF Files
0-General Information1-Content Advertisments
2-Content Blog
3-Content Content Manager
4-Content Countdown
5-Content Directory
6-Content Calendar
7-Content Entrance Tracking
8-Content Frequently Asked Questions
9-Content Job Center
10-Content Links
11-Content Marquee
12-Content Multimedia
13-Content News
14-Content Polls and Surveys
15-Content Sponsors
16-Content Staff Manager
17-Content Virtual Map
18-Emailer Module Configuration
19-Emailer Emails
20-Emailer Members
21-Emailer Rules
22-Emailer Send Email
23-Emailer Statistics
24-Emailer Templates
25-Emailer Text Messager
26-Store Billing and Invoices
27-Store Categories
28-Store Customers
29-Store Items
30-Store Promotions
31-Store Theme Nights
32-Team Players
33-Team Teams
34-Tools Branding and Optimization
35-Tools Featured Entities
36-Tools Import-Export
37-Tools Task Manager
38-Tools User Manager
39-Virtual Office Module
40-Miscellaneous
