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the latest Tools 4 Shuls Users Manual (1.22)

1. 4 JumpLoader Generating preview Desktop 3 a Documents and Settings ben My Documents My Pictures nikon pics 2009 05 lag bomer bonfire o 9 My Network Places o gt W My Computer gt D admin gt Adobe CS3 ii g re Se gt alisha video from flip Tr eS rt Sy n gt D boxes C au gt f N z classes ameme eras a B extra_boxes DSC_0066 JPG DSC_0069 JPG hebcal 2MB 270MB 285M8 gt O images gt includes gt O Lightroom 2 1 gt LL finals LL pics gt gt LocalSalesTaxModv2 2 2 My Documents gt Adobe o O AdobeStockPhotos DSC_0070 JPG DSC_0071 JPG DSC_0072 JPG DSC_0073 JPG DSC_0074 JPG gt AVS4YOU 4 g gt Downloads Paste D Add Remove Retry faled Wo o o AO gt O Memeo gt gt My Albums gt O My Downloads gt My Flip Video Prefs gt My Music My Pictures o 2 my Pictures gt O New Folder a Ver vy a 2009 04 O 2009 05 lag gt 2009 05 me gt 2009 07 tapp 2009 08 brur No files O phone pics gt D Picasa 5 There are several ways to choose the specific images to upload 1 Drag images one by one from the top right section to the area below it labeled drop files here 2 While holding the ctrl button click on each of the images you would like to add to the aloum Be sure that the ctrl button is pressed the entire time or you will no
2. Fund Donation Contact Information Not visible to public A notification e mail will be sent to the following individuals whenever a donation is made to this fund Corey Inspired corey inspiredonline com A David info tools4shuls com Xx Add Contact v 7 Once all fields have been filled in click the Create Fund button to save the new fund E 1 3 Editing Funds and Categories 1 From the Manage Funds page locate the category or fund you would like to edit and click the fund or category name or pen icon next to the appropriate fund 2 On the next page edit any details you wish 3 When finished use the Save Changes button to complete the update 4 To delete a fund click the red X icon next to the appropriate fund on the Donation Funds page E 2 Viewing Donations 1 To view all past donations click on the large red View Donations E see button at the top of the page 2 The donations received will be listed in blue bars including the date and time of the donation the amount donated who made the donation and if a refund was generated through the processing gateway PayPal the refund will be noted 3 View more information about any of the donations by clicking on the blue bar for that donation 4 In the expanded box details including processing fees tribute information and a break down of funds is available 08 06 2009 02 10 pm 45 00 donation by Demo Donator 08 06 2009 01 55 pm
3. day calendar views and is only displayed while logged in to the control panel normal users will not see this icon On the Create New Event page fill in the fields with all available information 1 Category check off at least one category to file the event under You may select as many categories as you would like Create New Event Category W Adult Education F Boards and Committees LJ Events F General F Hebrew School F Music 2 My Jewish Portal Integration Post your events to the community calendar on MyJewishPortal com as you create your events in your own calendar Doing so will help spread the word about your events and organization as well as set up links to your website which help with search engine optimization When you update your events they will update on the community calendar as well You may remove or delete events at any time MJP z BETA Age Groups Frogram Types Volunteer Opportunities LC College Aged L Couples C Families C Kids C Seniors C Singles C Teenagers C Young Professionals To add your event to the community calendar check the box labeled Post this event to the MyJewishPortal Calendar Then check off the appropriate boxes within the Age Groups Program Types and Volunteer Opportunities tabs Event Title give your event a short descriptive name Keep in mind that this name will appear in different places on your website sometimes wit
4. 1 Once you have edited the information click the disk icon to save the kd changes 2 If you would like to cancel changes before saving them click the red cancel 7 icon 4 To delete an existing contact click the red X icon next to the appropriate person 5 To set a default contact check the default box next to that person You may select as many default contacts as you like Default contacts will automatically be notified of EVERY donation made through the donation system including new and existing funds E 4 Donation Options General options and settings for the Donations module can be found on the Donations Options page To reach this page click the large red Options button on the top of the page E 4 1 Enabling Tributes You have the option to allow donors to include tribute instructions with their donations You may disable tributes completely enable them on a per donation basis or enable them on a per fund basis 1 Enabling tributes on a per donation basis allows donors to enter one set of tribute information for the entire donation To enable this option click the Enable Tributes box on the Donation Options page This change is saved immediately 2 Enabling tributes on a per fund basis allows users to include separate tribute information for each fund they are donating to To enable this option check the box next to Enable tributes on a per fund basis in addition to the Enable
5. Compose 1 Enter a from name and email address who you want the email to be sent by coming from as well as a subject line for the message 2 Using the editor create a message just as you would in a word processor You may use the various buttons within the editor to change text colors and sizes and add tables links and other advanced elements You may also click the source button to edit the html source code directly Helpful Tip you may check the box below the editor labeled how width guides show width guides to display markings of different widths It it recommended that emails do not exceed 600 pixels in width Keep this in mind if you create a table or insert a very large image 3 When finished click copy down below the editor to create a text only version of your email The text version will be sent to Copy Down all recipients who receive emails on cell phones or blackberrys who may not be able to see full html emails 4 When your text version looks good you may send a preview email to yourself using the email box near the bottom of the page or proceed directly to the preview page step 2 using the button on the bottom right corner of the page Preview Message E mail to send preview admin synagoguewebsite com Send Preview Tab 2 Preview 1 Your message will appear on this page Confirm that the message and all of the sender information and subject line look correct If they don t click
6. SY A complete line of low cost web applications developed for synagogues and Jewish non profits Tools 4 Shuls Users Manual www Tools4Shuls com An Inspired Online Venture Inspired Multimedia Inc www InspiredOnline com Technical support is available at www tools4shuls com support or by emailing support tools4shuls com This manual corresponds to version 1 22 of the Tools 4 Shuls software Your version number is located on the bottom right corner of your control panel homepage Download the latest version of this manual at www tools4shuls com manual Table of Contents A Welcome to Your Control Panel B Working with Site Categories B 1 Adding a New Category B 2 Editing Existing Categories B 3 Deleting Existing Categories C Administrator and General Site Settings C 1 1 Setting General Organization Details C 1 2 Setting Your Outgoing Email C 1 3 Setting Your Paypal Settings C 2 1 Setting Administrative Users C 2 2 Creating a New Administrator C 2 3 Editing an Existing Administrator C 3 1 Setting Website Base Links D The Calendar Module D 1 Adding Events to the Calendar D 2 Editing Events D 3 Deleting Events D 4 Duplicating Events D 5 RSVPs D 5 1 Viewing RSVPs D 5 2 Closing RSVPS D 5 3 Default RSVP Notification Emails D 5 4 RSVP Field Sorting Options D 6 Calendar Options D 6 1 Calendar Categories Viewable by public D 6 2 RSVP Notification Emails D 6 3 RSVP Field Options E T
7. To upload an item to the archive use the Java Jumploader application near the bottom of the page Java must be enabled for this program to run 1 Click on the add icon Select a file to upload usingthe Add button below A Jumpigade No files 2 Abox will open up Find the file you wish to upload from your computer and once you have selected it click open near the bottom right corner of that box Select a file to upload usingthe Add button below gt JumpLoader Add 0 0 0 O 0 Look In Sample Music M B el E Beethoven s Symphony No 9 Scherzo wma D New Stories Highway Blues wma File Name Beethoven s Symphony No 9 Scherzo wma x Files of Type Cancel Return to Archive Open Cancel 3 The item you wish to upload should now be displayed in the Jumploader box in the form of a large icon If you wish to remove this item and select another one simply click on the item to highlight it and click the remove button just above it Select a file to upload using the Add button below 4 JumpLoader Add Remove V 1 o Qa Ayo Fi Beethoven s Symp 1 File 604 KB 4 If you are ready to upload the item from your computer to the archive use the Add File to Archive button at the bottom of the page Add File to Archive 5 As the file uploads
8. date to note the last recurrence If no end by date is specified it will automatically end the recurrences after six months This is a recurring event Public Event Keep this box checked to allow all users to view the event If unchecked the event will be created in the calendar but will only be viewable by administrators who are logged in 1 Non public events are useful for internal planning purposes or for creating events ahead of time that might not be finalized Once the information is ready for the public edit the event and check this box to make it public Public event Public events will be visible to all users non public events will only be wisible to logged in users Allow RSVPs check this box if you would like your event to accept RSVPs Please note RSVPs may not be enabled on your calendar installation If they are not and you would like to enable them please contact Inspired Multimedia 1 OPEN and CLOSED RSVPS once you allow users to RSVP you may specify whether your event is accepting RSVPs If itis keep this set to OPEN If you are not ready to accept RSVPs or if the RSVP deadline has passed change this to CLOSED 2 Closing RSVPs you may set an end date and time to close RSVPs If you do not set an end time RSVPs will automatically close when the event has passed You may manually close RSVPs without setting an automatic end time RSVPs will close automatically on Sep 14
9. 2009 po at 10 AM o0 w 1 The yellow box to the right of the RSVP section indicates how many days or hours the RSVP window will close prior to the event For recurring events since RSVPs cannot be closed on the same calendar date each time RSVPs will close this number of days hours prior to the event RSVPs are currently 3 RSVP Fields check off any RSVP fields you would like to ask users for You may specify whether the information is requested or required based on which box you check Request Required Field F FistName F LastName F Email Address 1 To create new RSVP fields 1 Enter the field name in the Add New Field box at the bottom of the RSVP section 2 RSVP field types include 1 Alpha restricts users to entering only letters no numbers or symbols 2 Email checks to make sure the input is in the form of an email address 3 Generic Input no restrictions or error checking use this if you are not sure 4 Number restricts users to entering only numbers 5 Phone checks to make sure input is in the form of a phone number 3 Click the blue Add button to finish creating the new RSVP field You must then check the box to request or require that field for this event 4 To sort the display order of the RSVP fields please see section D 6 3 of this guide asanewred spestyFomat Alpha ED 4 RSVP notification emails Once per day Tools 4 Shuls will
10. 65 00 donation by Demo Donator The full amount donated was 65 00 A total of 2 19 in fees were deducted The following shows the amount s received before fees Entire donation made for a speedy recovery to Donation by someon special Demo Donator Send tribute card to 1234 Ohio St 123 address Los Angeles CA 90025 Additional Info please send quickly cweide_1235770185_per qmail com 310 434 3424 65 00 General Donation Fund Fora speedy recovery to another someone special Send tribute card to 1234 ohio Additional Info no extra notes E 3 Editing Donation Notification Contacts As seen above you may elect to have a notification email sent to s any address upon successful donations to each fund This is useful if individuals in charge of separate groups within your organization need to be notified of donations For example each time a donation is made to a Sisterhood fund the Sisterhood treasurer may be notified You can create and edit notifications and set the default contact person through the Donation Notification Contacts page 1 Click on the large red Notification Contacts button on the top of the page 2 Create a new contact by clicking the Create New Contact button at the bottom of the page Fill in the name and email address of the contact and click Save contact information to save 3 Edit existing contacts by clicking the pen icon next to the contact you would like to edit
11. button to access the subscribers page To add an individual subscriber click on the green add a s Add a Single Subscriber single subscriber link near the top of the page On the following page enter the email address and any other optional information you would like to record for the subscriber If you would like the subscriber to receive html formatted email click the checkbox labeled HTML email If this box is not checked the subscriber will receive plain text versions of each email This is useful if the subscriber will be receiving most messages on a hand held devise such as a cell phone or blackberry which do not always show formatted emails If you would like the subscriber to receive emails immediately check the box labeled confirmed If this box is left unchecked the subscriber will be unconfirmed and will need to manually confirm their subscriber status Until a subscriber is confirmed that user will not receive any emails Note if you would like the user to manually confirm his status make sure that you send a confirmation email when adding him to the list see step 7 below Add the user to any existing lists by checking the appropriate boxes in the lists section You may subscribe a user to as many lists as necessary In the box on the right side of the page select what actions to _ l ae p Action when adding subscriber to list take as you add the user to the list If you are not confirming Send C
12. lists will be displayed in the center of the page The lists include the list name number of users and description 3 To view list details and edit a list click on the list name or onthe penicontothe right of the list 4 To delete a list click on the red X in line with the list name 5 After clicking the link to edit the list you will be taken to the list details page showing all important list information and all users assigned to the list To edit the list details click the edit list details link within the area above the subscribers section After updating the list details click Save changes l 1 3 Adding Users to Mailing lists Depending on whether the users exist within your subscribers list or not there are several ways to import a user into a specific list 1 From the list details page step 3 above you may add a single email address by entering it into the add subscriber field and clicking the add button See importing 2 3 single subscribers below Subscribers Search Find Clear Add Subscriber Add Show all y From the subscribers section locate the subscriber you would like to add to a list and add them through the subscribers details page see subscribers section below l 2 Managing Subscribers l 2 1 Adding Individual Subscribers 1 2 J While within the e Newsletter section of the control panel click on the yellow subscribers
13. send an email to a specified administrator or multiple administrators with an update of any RSVPs received since the previous update was sent You may enter an email address or multiple email addresses separated by commas and a time to send the email update each day RSVP Notification Emails Send daily RSVP Notificatian Emails ta myemailfqmail com separate multiple e mail addresses with commas Send e mail at 11 4h O00 10 Location enter the location of the event whether it is the address of your building the room within your building or an outside location Be as descriptive as you would like in Co 11 Cost 1 If the event is free leave this field alone 2 Ifthe event is not free select Event Requires Payment from this dropdown 1 Creating Tickets you may create as many different ticket types as you would like The default ticket is General however you may change this to any ticket name and price Adding more tickets click Create Another Ticket Type below the existing tickets and fill in the fields with the new ticket s information Removing tickets click remove ticket type to delete a ticket Event Tickets Ticket Hame Ticket Price Ticket Hame Ticket Price non members 25 remove ticket type Create Another Ticket Type 3 Payment Check the box es that are appropriate for your event 1 2 Pay at the door indicates that users wil
14. such as a notepad wordpad or microsoft word file 3 If you continue to have trouble importing your list please email support inspiredonline com If you are importing a spreadsheet with multiple columns of data for each user use the dropdown menus at the top of each column to specify what information you are importing Select which lists you would like to add users to by checking off one or more list names in the center column near the top of the page You may also create a new list by New List Name entering it in the box labeled new list name and checking the box next to it Important note Subscribers may be added to multiple lists however if they exist within many lists they will only receive each message once you do not need to worry about sending the same message multiple times to one subscriber In the Import options column on the right side of the page import options you may leave the settings as they are however if you find that your file is not importing properly you may choose to edit Delimiter Auto Detect the settings 1 The delimiter is referring to the character in the import file File contains header row that divides one piece of information from another If you have used a tab comma or other symbol to do this you may select it in the delimiter dropdown 2 If your file contains a header row with the names of each data column leave this box checked By doing so it will aid in impor
15. to take tribute information for each donation To access the Donations module click the red donations icon at the top of the page E 1 Managing Funds and Fund Categories From the Manage Funds page you will be able to create new fund categories new funds within each category edit and re order the funds To get to the Manage Funds Page from the Tools 4 Shuls control panel _ homepage click on the Manage Funds link within the donation section OR aa from any of the donation control panel pages click on the large red Manage Funds button link near the top of the page E 1 1 Creating New Donation Fund Categories 1 Your installation comes with one standard donation type General Donation which cannot be deleted or moved It will always appear on the top of the donations page You may edit the title and description 2 To create a new category on the Manage Funds page click the green plus sign or Create a New Fund Category within the green bar near the top of the page Donation Funds Create a Mew Fund Category 1 On the next page enter a category name and optional description for the category 2 Click the Create Fund Category button to save your new category E 1 2 Creating new Funds 1 Click the green plus sign or Create a New Fund link within the green bar of the category you would like to add the fund to General Synagogue Fund ra f Create a New Fu
16. Thank you for using this trial version of Toots 4 Shull Resdy 1o purchase Cali 818 684 8774 Welcome Virtual Synagogue Deve You are logged in spec ree gee Sogou Tools4 Shuls a VV E Site Categories Admin Settings NGE Donations Siy Virtual Synagogue Development Admin Settings Organization Details General information Organization Name Virtual Synagogue Development Organization General Contact E mail corey inspiredoniine com Organization Comat Address PO Box 5772 sherman oaks CA 91413 Weoshe http www synagoguewebsite com Organization 501 c 3 Tax ID 39 2051081 Internet Protected Mode On C 1 1 Setting General Organization Details 1 Use the Org Details page to set or update your information Reach this page by clicking on Org Details in the blue sub menu circled above 2 Click the disk icon in the bottom right corner of this section to save your changes C 1 2 Setting Your Outgoing Email You may choose to have a copy of outgoing system emails sent to a mailbox for your records This is helpful to be sure the system is working properly and to have a record of all confirmations the calendar and donations systems are sending to your users 1 To set an outgoing e mail box enter the email address in the field and click the Ld disk icon in the bottom right corner of this section to save the changes C 1 3 Setting Paypal Details Paypal is used to take payments for calen
17. Tributes checkbox This change is saved immediately Tributes Enable tributes Enable tributes on a per fund basis E 4 2 Donation Email Template For each donation a confirmation email will be sent to the donor with information about his donation You have the ability to edit this email however you would like A default confirmation is included with your installation however you may edit the message or subject line Do so using the Email Templates section of the Donation Options page 1 Edit the information within the body of the email as you would any text document 2 You may add pre set indicators to provide the user with an accurate receipt and a personalized message The indicators will be replaced by the appropriate information when the email is sent 1 To use the indicators click within the body of the message so that the cursor is located where you would like to add the indicator 2 Click on the indicator you would like to add from the list on the right side of the Email Body box The indicator will appear where the cursor was located 3 These indicators include iF 2 3 4 5 Organization Name Organization Tax ID your non profit tax ID number for donation receipts Donor Name the name of the person making the donation Donation Details the amount s donated and fund s donated to Tribute Details the tribute information provided 3 When you have completed your changes click t
18. ad New Item button near the top of the On the Upload page select at least one category to file the item under You may select as many categories as you would like If you do not see a specific category listed it might not be activated for the Archive module To activate it use the Site Categories link at the top of the page and check off the box next to that category corresponding to the Archive column See the Site Categories section of this User Manual for more information Select a File Date from the calendar on the right The file date is used for sorting purposes and is often displayed on the website for visitors to see The default date will be the current date It is advised that you change it to correspond to the date the item would have been created or publish on For example if you are posting a sermon the file date should be the date the sermon was delivered to the congregation If you are posting a monthly newsletter the file date might be the first day of the month even if you are posting it on a different date Enter a title for the item Be as descriptive as necessary keeping in mind that the Description will not always be listed for the visitors If you do not enter a title the filename of the document will be used Enter an optional description The description is not always necessary since many archive views do not show the full description However since some do a brief summary or note might be helpful
19. ant the message to be sent to Schedule This message will be sent immediately Certain fields need to be filled out before this message can be sent Please review the error messages above to make the necessary changes 1 This page contains all details of your message for you to review If necessary information is missing a red box will inform you You may click the tabs along the top of the section to return to any step of the process and fix the issues After making fixes return to step 5 by clicking on the appropriate tab 2 Once all information is correct click schedule to send on the bottom right corner of the page Sending will commence and you will be taken to a page showing the processing of your message l 4 2 Sending a templated message one time l PA From within the e Newsletter section of the control panel click the yellow messages button near the top of the page Making sure that the messages tab is selected click the create a new message button messages T avons E mails P Create a New Message On the next page select new message from template on the right side of the page Select the template you would like to start from on the next page or create a new template by clicking on the green button on the right side of the page Please see section 3 1 for further instructions Once you have selected a template you must proceed through the 5 steps represented by the five nu
20. categories Create different messages for different sub lists by only including one category from the calendar and only sending to one of your mailing lists 12 When all widgets have been placed click all done on the bottom right corner of the page to save the template l 3 2 Editing an existing template l PA 3 From within the e Newsletter section of the control panel click on the templates link near the top of the page Locate the template you would like to edit and click the pen icon for the Fd appropriate template See section l 3 1 for details about editing the template contents l 3 3 Sending a message from a template See section l 4 2 l 4 Messages l 4 1 Sending a basic message one time Sending a basic message is useful when you need to send a pre formated html message event invitation or notice that does not recur l gt A U From within the e Newsletter section of the control panel click the yellow messages button near the top of the page Making sure that the messages tab is selected click the create a new message button Messages Automated E mails P Create a New Message On the next page select New message with editor on the left side of the page The next section contains 5 steps each on its own tabbed panel You may click between the tabs as needed but you must choose settings on most of the tabs prior to being able to send a message 1 Tab 1
21. cement is posted to Category check the boxes next to each category you would like to file the announcement under You may select as many categories as you would like If you do not see the category you would like it is possible that it has not been activated for the Announcements module Use the Site Categories link to enable it for the announcements module Please see the Site Categories section of this manual for more information Title give your announcement a descriptive but brief title Keep in mind that space might be limited in some locations where your announcement will be posted Author you may leave this field blank or enter your name This information is not displayed to the public but is noted for your internal use Start and End date choose a date and time for your announcement to begin to display on your website and for the announcement to be automatically removed from your site The default start date will be the current date Announcement Content enter as much text as you would like You may use the formatting buttons above the content box to change fonts colors sizes and apply various other styles Please note the first few lines of your announcement content might be displayed on various pages of your website It is best to keep these descriptive so that visitors will get a taste of the announcement without having to click on it When completed click the Save Announcement button at the bottom
22. dar events and to allow for online donations If you are using either of these features your organization s Paypal administrative email address is required 1 Within the Paypal configuration Settings panel set the Paypal Server Selection dropdown to Live Production Environment 2 Enter the email address associated with your organization s Paypal account in the Live Business Email Address box 3 If you are using your system in test mode select sandbox in the Paypal Server Selection and enter your testing email address in the Sandbox Business Email box Most likely you will not be using this feature unless instructed to do so by a Tools 4 Shuls Team Member C 2 1 Setting Administrative Users You may create as many administrators as you would like and specify which modules they should have access to To access this page click on Administrators in the blue submenu C 2 2 Creating a New Administrator 1 Click the Create admin user link in the Administrative Users de Create Admin User section 2 In the expanded section enter the desired username email address and password 3 Check the boxes for each module you would like the user to have access to 1 SuperUsers will have access to all modules as well as the Categories and Admin Settings pages of the control panel 2 Admins that are not SuperUsers will have access to their specified modules but not to the Categories or Admin Setting pages 3 Click th
23. day an administrator may receive an update of all RSVPs that have been submitted You may change this for each event However you may set a default administrator by entering an email address and clicking the disk icon to save it RSVP Notification Emails RSVP Notification Emails can be sent out once per day per event to one or more administrators The administrator e mail addresses and the time the e mails are sent out can be configured per event however you can specify a default e mail address below Default RSVP E mail Notification Address info virtualsynagogue org kd D 6 3 RSVP Field Options 1 Create new RSVP fields using the Add New RSVP Field Option section 2 Edit existing RSVP fields by clicking on the pen icon next to the corresponding field 3 Delete existing RSVP fields by click on the Red X icon next to the corresponding field Please note if an RSVP field is in use you will not be able to delete it 4 Sort the order of RSVP fields by clicking on the grab icon to the left of the field name and dragging the box to the desired location nnn EEE Existing RSVP Fields i ee a eee 28 events Aloha J ap Last Name 81 events Generic Input f R IE yill Attend 1 event Alpha OR ze email 4 events J Email ra 4 E The Donations Module Your Donations system allows you to create unlimited categories and funds within each category to allow user specified or fixed donation amounts and
24. e Create User button to save the new administrator Username E mail SuperUser Calendar Donations Announcemen ts Archive Photo Gallery Create Admin Account oO O iv oO Username testuser E mail jser inspiredonline com Password eecceces Confirm Password eesessese C 2 3 Editing an Existing Administrator 1 Click the pen icon to the left of the administrator s name 1 In the expanded section you may edit the username email address and check or uncheck boxes for the modules you would like the user to have access to Old infotatools4shuls carm reset password delete admin 2 To save changes to the username email address and module access for the administrator click on the disk icon to the left of the username 3 You may cancel your changes at any time by clicking the red cancel icon to the left of the username 4 To reset the administrator s password click the reset password link In the popup window enter a new password click ok then M reset password enter the password a second time for confirmation and click ok again The password is now changed l 5 To delete an administrator click the delete admin link and click ok delete admin in the popup message The administrator is now deleted C 3 1 Setting Website Base Links some modules such as the e Newsletter may link to the modules on your website from outside locations For the links to function properly y
25. ending of the message in this table If Messages Automated E mails you would like to cancel a recurrence click the red cancel icon to the right of the message l 4 5 Duplicating a message 1 From within the e Newsletter section of the control panel click on the messages button near the top of the page 2 Within the scheduled messages or sent messages sections of the page locate F the email you would like to duplicate and click the duplicate icon to the right 3 You will be taken to the message creation page with the body of the duplicated message already filled in Proceed with the message creation l 4 6 Message Drafts Your messages will automatically save themselves as soon as you complete the first step of message creation 1 From within the e Newsletter section of the control panel click on the messages button near the top of the page 2 The send a message box contains all previously saved drafts To continue developing an email from a draft click on the draft name or the pen icon You will be taken to the first step of message creation with data from the draft already in place Continue to edit the draft and proceed through the five steps to send the message 3 Ifa draftis no longer needed you may delete it by clicking the red X for the x appropriate draft l 4 7 Sent Messages and Statistics 1 From within the e Newsletter section of the control panel click on the messages button
26. ent grid view locate the event you would like to edit in the calendar and click on the event title to be taken to the event details page Then click on Delete Event in the Event Admin Options box on the right side of the screen shown above OR Locate the event from the View Events List page and click on the red X delete 3 icon corresponding to the event you would like to edit 1 If the event is part of a series i e recurring event you will be prompted to either delete just this instance of the event or delete the entire series D 4 Duplicating Events 1 From the event grid view locate the event you would like to edit in the calendar and click on the event title to be taken to the event details page and then click on Duplicate Event in the Event Admin Options box on the right side of the screen shown above OR Locate the event from the View Events List page and click on the duplicate icon corresponding to the event you would like to duplicate 2 Change the event title date and any other information necessary 3 Click Add at the bottom of the page to add your new event to the calendar D 5 RSVPs D 5 1 Viewing RSVPs 1 There are several ways to view RSVP information 1 From the View Events List page of the calendar control panel you will be able to get a quick view of your events with RSVPs and how many tickets p have been sold Simply look for the RSVP envelop icon next
27. ent will not appear on the list of upcoming event on the homepage 14 When you have entered all of your event details click the Add button to save the event in the calendar You will then be shown what your event looks like on your website If you wish the edit the event further use the Edit Event link in the Event Admin Options box on the right side of the screen FA Edit Event Duplicate Event x Delete Event D 2 Editing Events 1 From the event grid view locate the event you would like to edit l in the calendar and click on the event title to be taken to the View Calendar Grid event details page Then click on Edit Event in the orange Event Admin Options box on the right side of the screen shown above OR Locate the event from the View Events List page and click on TTET the pen icon corresponding to the event you would like to edit K dal E 2 Edit the event information just as you would if you were creating an event 3 When you are finished editing the event information click Submit at the bottom of the page 1 Editing Recurring events If you are editing a recurring event you have two options 1 To edit all instances of the event check the box at the bottom of the page marked Apply to all recurring events 2 To only edit one instance of the event leave this box unchecked and only this specific date will be edited D 3 Deleting Events 1 From the ev
28. ep 3 of Creating a New Gallery above To set an image as the gallery icon click on the Set as Icon icon below the image you would like to select The Gallery Icon is used on e17 6 your website when a thumbnail image is needed to represent the entire gallery By default the first image of the gallery will be set as the gallery icon To change the display order of the images in the gallery drag any image and drop it in the desired location Group Actions are used to edit multiple images at once To use group actions 1 Check the boxes in the top right corner of those images you wish to edit or from the Group actions dropdown choose Select all or Deselect all 2 From the Group actions dropdown select the action you would like to perform Slates Actions iv C ING 1170 JPG C IMG 1171 JPG C IMG 1172 JPG 1 i i er pax Sax Select All De Select All Edit Picture Info Delete Selected oO C IMG 1173 JPG C IMG 1174 JPG C IMG 1175 JPG C IMG 1176 JPG Se x S x a x E a x 10 Changes are saved as you make them There is no need to click a Save button H 3 Deleting a Gallery 1 From the gallery overview page click the folder with the red X corresponding to the gallery you would like to delete I The e Newsletter Module Similar to other e Newsletter systems the Tools4Shuls e Newsletter module allows you to maintai
29. erhood Torah Portion Young Professionals Youth Group se ces i k wu haere Tishri 22 4 Tishri 23 24 6 Tishri 25 HZ Tishi 26 8 Tishri e mee aa ese Bane Shabbat Shuva sis 818 564 6774 Website Value New Addon Soon Visit Us ctrl click In the control panel you have many of the same display options as your general users have on your website with some enhancements that make managing the calendar a little bit easier In the screenshot above you see the default view for the calendar which is the monthly grid You may reach this view at any time by clicking the large orange View Calendar Grid button near the top of the page In this view you are able to display events by category using the Events Categories bar on the left You can scroll through or jump to specific months and years using the navigation bars at the top and bottom of the calendar grid You may also change the view by clicking on the Year Month Week and Day links just above the calendar grid D 1 Adding Events to the Calendar Begin the process of adding an event by performing one of the 1 2 following actions 1 Click the large orange Add New Event link near the top of the page Locate the date of your event in the calendar grid and click the small gray event addition icon next to the Hebrew date Please Note this icon is also 4 Elu available in the week and
30. essionals O 4 religious services K 5 Boards and Committees 6 music 7 General nnd DnDHDHDH DDD SD K K X A Pas XxX X A X a x XK X a x A 8 Dvar Torah Add Update v http www synagoquewebsite com virtualsynagogue _isuite manage adminjmo fh LT oa 4 818 564 6774 Website Value New Addon Soon Visit Us ctrl click Depending on how many modules you have installed on your website the Categories page might look different from the image above B 1 Adding a New Category 1 In the add new field enter a name for your new category 2 Check off the box es for the module s you would like to apply the category to You should select at least one and may check them all You will be able to come back to this page and edit the category later if needed 3 Click the add update button at the bottom of the page to save your new category B 2 Editing Existing Categories 1 Simply change the name of the category you wish to edit To undo your change A before saving click the blue arrow to the right of the text box 2 If you would like to apply the category to more or fewer modules check or uncheck the appropriate boxes Please note if a category is in use on a specific module you will not be able to 2 disable it within that module denoted by the checkbox being gray In other words if the youth category already has events in the calendar applied to it you wil
31. f the message creation process differs in the automated email setup You are able to schedule your message to send daily weekly on a certain day of the week or monthly on a certain day of the month using the different dropdown options You will also be required to select a start and end date Your messages cannot be sent indefinitely Upon selecting a schedule the upcoming send dates will be listed on the right side of the page to help confirm the schedule Edit Automated Email 1 Compose 2 Preview 3 Select Mailing Lists 4 Schedule 5 Review and Confirm Upcoming send dates Sendthis message monthly Tue May 25 08 00 AM Tue Jun 1 08 00 AM on the Ist day of the month r Thu Jul 4 08 00 AM startingon May25 2010 Celati 00 am a ha Wed Sep 1 08 00 AM S paisa Mon Nov 1 08 00 AM Wed Dec 1 08 00 AM l 4 4 Viewing upcoming scheduled Automated Messages A complete list of upcoming messages scheduled to be sent by the Automated Messages system is available 1 From within the e Newsletter section of the control panel click on the messages button near the top of the page 2 Click on the automated messages tab to open J the automated message display V 3 The second section of the page entitled Scheduled messages displays all automated messages You may view the message by clicking Create a New Automated E mail on the message name and see the recurrence schedule and well as the next scheduled s
32. he Save changes button at the bottom of the page This button will only appear if changes have been made to the email template ro F Ine Announcements Module The Tools 4 Shuls announcements module enables you to add text based edit and delete information as well as set dates to add and remove the content automatically so that your website will never be out of date p content to any page of your site quickly and easily You will be able to To Access the Announcements module click the purple announcements icon at the top of the page Please note code must be added to each page of your website that will feature information from the announcements module Please contact Inspired Multimedia for more information F 1 Creating new Announcements 1 2 9 Click on the large purple Create New button near the top of the Leave the Publish box checked if you would like your announcement to be displayed on the website based on your start and end dates If you would not like your announcement to appear on the website at all regardless of start and end dates uncheck this box Do not show on homepage if you are using the announcements system to display information on assorted pages within your website and will be posting an item that should not be shown on the homepage check this box By doing so your announcement will only show on the pages set up to show the category that the announ
33. he Donations Module E 1 Managing Funds and Fund Categories E 1 1 Creating New Donation Fund Categories E 1 2 Creating new Funds E 1 3 Editing Funds and Categories E 2 Viewing Donations E 3 Editing Donation Notification Contacts E 4 Donation Options E 4 1 Enabling Tributes E 4 2 Donation Email Template F The Announcements Module F 1 Creating new Announcements F 2 Viewing All Announcements F 3 Viewing Active Announcements F 3 1 Sorting All Active Announcements F 3 2 Sorting Active Announcements by Category F 4 Viewing Upcoming Announcements Start date in the future F 5 Viewing Expired Archived Announcements G The Archive Module G 1 Adding an item to the archive G 2 Viewing Existing Archive Items G 3 Editing existing archive items H The Photo Gallery Module H 1 Creating a New Gallery H 2 Editing Existing Galleries H 3 Deleting a Gallery I The e Newsletter Module l 1 Managing Mailing Lists l 1 1 Creating New Mailing Lists l 1 2 Editing existing Lists l 1 3 Adding users to mailing lists l 2 Managing Subscribers l 2 1 Adding Individual Subscribers l 2 2 Adding Multiple Subscribers l 2 3 Managing Subscriber Information l 3 Templates l 3 1 Creating a new template l 3 2 Editing an existing template l 3 3 Sending a message from a template l 4 Messages l 4 1 Sending a basic message one time l 4 2 Sending a templated message one time l 4 3 Sending an automated message recurring 4 4 Viewing upcoming sched
34. he top of the box You may choose to include a link to the main calendar on your website as well as the option to omit this widget if no events match your settings at the time of sending Announcements Widget drag and drop this widget to add an A current automated list of announcements to your newsletter This aie widget will always include announcements that are current and published at the time of sending the email Outdated or unpublished announcements will be omitted After dropping the widget into place you may edit the title by clicking on edit title near the top of the box Select which categories of announcements to include and choose to optionally omit this widget if no current announcements are published at the time of sending Archive Widget drag and drop this widget to add an ae automated list of recently added items in your archive This aaa might be useful to send out recently posted sermons newsletters or educational material After dropping the widget into place you may edit the title by clicking on the edit title link near the top of the box and edit a brief descriptive line of text just below that Enter a date range maximum number of items to include and which categories of archival items to display as well as whether or not to omit this widget should no information match your Announcements criteria Photo Galleries Widget drag and drop this widget to add gay pacent Gallery an automated li
35. hout the category or description As such try to use short useful titles such as Youth Group membership committee meeting rather than committee meeting 4 Event Description make it as long or as short as you would like Use the formatting options to edit text as you would in a word processing program such as Microsoft Word Please Note the less formatting the nicer it will look If you use different fonts sizes and colors for your text it may look less professional Event Description 3 Source amp amp Ga amp wv oh a P HnrnTARRTSE uE 2ieainegs Font Size vii T i G A 3 Ill a Style Format No Event Start Date Time click the calendar icon to select a start date for the event and use the time dropdown to select the starting time You may check all day event if appropriate Event Start Date Time Bep z e000 YPM A atl day event Event End Date Time by default the end date and time will be automatically set to one hour after the start time Please note the end date does not refer to the last recurrence of the event it refers to one instance of the event Event End Date Time Sep 2 2009 FA at 12 PM 00 Recurring Events Just as in other calendars you may set this event to recur on a regular basis After checking this box use the first or second set of dropdowns to specify a recurrence schedule Use the End By
36. ion F 4 Viewing Upcoming Announcements Start date in the future Use the large purple View Upcoming button near the top of the page to yay view only those announcements with start dates after the current date pean taal F 5 Viewing Expired Archived Announcements Announcements are never automatically deleted When they are unpublished or when their end date has passed they will remain in the Announcements system even though they are no longer shown to website visitors View all expired announcements using the View Expired button near the top of the page 1 To re activate expired announcements click on the announcement title to be taken to the edit page From there make sure the publish box is checked and change the end date to a date in the future Once you have saved your announcement it will again appear on your website until the end date has been reached G The Archive Module Originally developed to hold audio and text files of sermons the Tools 4 Shuls Archive has evolved into a full featured multi use tool for uploading audio video text and pdf files to any page of your website Just like the calendar announcement and gallery modules the Archive uses categories to organize media files and post your items to your website To access the Archive module click on the blue Archive icon at the top of the page G 1 Adding an item to the archive 1 2 Click on the large blue Uplo
37. k on the templates button near the top of the page n Click on the green create a new template button P Create a Template On the next page you are given several options represented within three columns 1 If you have created previous templates you may use one of them as a starting point by clicking on the template you would like to start from in the lefthand column This template will be duplicated so the original is not disturbed 2 If you have not previously created templates or would like to start from scratch choose one of the template wizard options in the center column 3 If you are an advanced user with experience in html and would like to design your template from scratch select the option in the third column COMING SOON After selecting an option from either the left or center columns the next page will allow you to select colors for your template Use the column on the left to change the colors or titles text and backgrounds Clicking on the box will open the color palette tool Customize Colors HeaderTet F Our Ni Subheader P Syn Text n About Us Article Title F This is the first article headline Header Click here to replace me with the text of your first ar Background new calendar system I Ro ask feos sale Fi Sidebar Background Text Color mAT Tes F B 224 RTE imi iF Q 2 87b5el save ld j I Ug LE pHLaLE E EWV A LITE DEPAUL iLer 5 Use the palette to choo
38. l be able to bring a check or cash to the event Pay online indicates that users can pay online Please note if online payments are enabled for your calendar installation checking this box will allow users to complete their online transactions during the RSVP process If you do not have this feature enabled checking this box will inform users that they may pay online but they will not be given a checkout option as they RSVP Pay by Check indicates that users may send a check in the mail Upon checking this box you will be given the option to enter an address where users should send their checks This information will be displayed as the user completes their RSVP and will be included in their confirmation email Payment Users have the option ta d pay atthe door pay online pay by check Checks should be mailed to PO Box 5772 Sherman Oaks CA 91415 12 URL if your event has a web page outside of this event posting in the calendar please enter it here URL htt aa Inspiredonline com 13 Do not display on homepage check this box if you would like this event to be added to the calendar but not displayed on the homepage of your website If you are using a calendar module on your homepage to display upcoming events must be installed by Inspired Multimedia you may wish to keep certain events such as minor board meeting or classroom events from displaying there Penton displamanho menage LJ If checked this ev
39. l not be able to remove the youth category from the calendar module since the events require that category to exist To remove a category from a module you must first delete all items within that module using that category including any events announcements archive items or galleries When finished making changes click the add update button at the bottom of the page You may make changes to multiple categories at once B 3 Deleting Existing Categories 1 Click the red X to the left of the category name Please note If the X is gray rather than red that means the category is in use x by a module and cannot be removed You will not be able to delete categories that are currently in use by any module You must first delete all items within that category xe C Administrator and General Site Settings Certain information about your organization is used by many modules You can update that information as well as create and edit administrators through the Admin Settings Pages To reach this section click on the blue Admin settings button at the top of the page Please note This page is only accessible to superuser administrators Tools4Shuls Control Panel e j i xi Google File Edit View Favorites Tools ae 533 Acer Web Slice Gallery v yi Favorites Tools4Shuls Control Panel Virtual Synag fp El gt E wm Pager Safetyy Toolky ii
40. mbered tabs along the top of panel Please see 4 1 step 4 for details about these five steps and see section I 3 1 steps 7 11 for details about editing with the drag and drop template l 4 3 Scheduling an automated Message recurring Automated messages allow you to integrate information from your Tools4Shuls modules allowing you to send emails with up to date information without manually creating the messages each time At the time of sending the Tools4Shuls e Newsletter module will automatically draw information from your modules based on the criteria you set l PA 3 From within the e Newsletter section of the control panel click on the messages button near the top of the page Click on the automated messages tab to open the automated message display Click the green create a new automated O ini Gaui message button just below the tabs Select the template you would like to start from on dk Create a New Automated ma the next page or create a new template by clicking on the green button on the right side of the page Please see section l 3 1 for further instructions Once you have selected a template you must proceed through the 5 steps represented by the five numbered tabs along the top of panel Please see 4 1 step 4 for details about these five steps and see section I 3 1 steps 7 11 for details about editing with the drag and drop template Important note step 4 Scheduling o
41. mize it as well 10 To edit the contents of a widget click within the content area of that widget It will change colors and become an editable field Please note that this is simply a template that could be used for multiple different emails in the future You do not need to enter information into any of the widgets as you will be able to do so when you send the email to the list 11 Widget options include the following some might be pre set within the default layout and can be moved or deleted as needed O O Header Drag and drop this widget where you would like to place Header large bold text While editing the header text you have the option to specify that it is a header or sub header Sub headers are slightly smaller Article Drag and drop this widget where you would like to add a block BB Aricie of text or have advanced editing capabilities After placing the i widget click in the title or content area to edit the text To access AR the advanced editor click on the pen icon on the right side of the widget Within the advanced editor you have the ability to treat 35e e e text as you would in most word processing softwares You also have the ability to add images or use the source button to edit the html code of the article recommended only for advanced users Image Drag and drop this widget to place an image At this time you B image will not be able to upload your own images They must already exist on y
42. n large numbers of users in separate mailing lists and send beautifully formatted messages to them Unlike other systems with the Tools4Shuls e Newsletter module you are able to automatically generate messages using existing information from your other modules To access the e Newsletter Module click on the yellow e Newsletter Icon on the top right corner of your control panel or select a quicklink from the control panel homepage l 1 Managing Mailing Lists l 1 1 Creating new mailing lists 1 Within the e Newsletter section of the control panel click on the yellow Lists p Uist link 2 Click on the green Create a New Mailing List link near the top Greate a Mailing List of the page 3 Enter a list name and description Both of these may be visible by the public so name them appropriately 4 Select administrators to have access to the list Only administrators with access will be able to send messages to the list 5 Select categories to associate with the list Categories are used within your site to give users the ability to sign up for select mailing lists Categories are optional but recommended 6 When finished click the Save Changes button on the bottom of the page save changes You will be taken to the list details page to view the information about the list you just created l 1 2 Editing existing mailing lists 1 Click on the yellow Lists link near the top of the page 2 All active
43. n you are happy with your images and ready to upload them click the large green arrow near the bottom of the screen The progress bar will show the upload status and estimated time remaining Do not refresh the page or navigate away from the uploader screen 8 When the upload has completed all of the images will have a green check in the top right corner of their thumbnails You may now use the link near the top of the page to view the gallery DSC_0071 JPG 400MB H 2 Editing Existing Galleries 1 2 3 From the Galleries Overview Page locate the gallery you would like to edit and click the gallery title or the Edit View gallery icon On the gallery page you will see all images in the gallery To edit the gallery name or description use the Edit Gallery Details link above the images section aa TAG To delete an image click the red X icon for that picture To edit the name description or to move an image to a different gallery click on the image or on the edit image icon below the image you would like to edit 1 When you are finished changing the details of the image click the TS Save changes button at the bottom of the page to return to the gallery page To add more images to the existing gallery click the upload more photos image in the green box and use the Jumploader application to add more images View more information about uploading images beginning with Upped More St
44. nd 2 General Operating Fund The General Operating Fund supplements the annual operating A budget of the Virtual Synagogue 2 On the next page enter the fund name and description 3 If you would like to add the fund to a category other than the one you selected you may change the category by selecting a different one from the Fund Category dropdown Each fund may only exist in one category 4 By default your fund will allow the user to input a unique donation amount If you would like to specify an exact donation amount i e for memberships or event tickets check the box next to Specify a fixed donation amount for this fund and enter a dollar amount in the box that appears below it Specify a Fixed Donation Amount for this Fund Fix donations atg18 5 Fund Description Be as descriptive as you like but keep in mind that there is limited space to display fund information Include information about how the money will be used so that donors know why they should select that fund 6 Fund Donation Contact Information You may select to have an email sent to any address upon successful donations to each fund This is useful if individuals in charge of separate groups within your organization need to be notified of donations For example each time a donation is made to a Sisterhood fund the Sisterhood treasurer may be notified Use the Fund Donation Contact Information box to select where to send the notification
45. near the top of the page 2 The bottom panel of the page is the sent messages section It includes the message subject date and time it was sent number of recipients number of recipients that opened the email and number that clicked on any link within the email If the email that you would like statistics on is not listed click view more at the bottom of this panel 3 To view detailed statistics about a specific message click on the message subject line The following page displays which lists the message was sent to what the contents of the email were as well as a chart displaying statistics about how many recipients viewed the message l 4 8 Creating a link to a message Each message has a permanent web page created for it The link can be found within the sent messages panel of the messages page see 4 7 1 Click the message URL icon for the appropriate message and copy the link to your clipboard You can now send that link to someone or use it within your website to create a log of sent messages l 5 e Newsletter Options 1 From within the e Newsletter section of the site click on the yellow l options button near the top of the page 2 Use the submenu on the left side of the page to navigate between option settings 3 Click on default values to set the from name and from email address This Virtual Synagogue value is used each time you send a message You can manually cha
46. nge it as you send messages but if the majority of messages are coming from one name and email most likely your organization s name and main email address you should set that here so Confirmation Email Text Default Values that it you do not need to do it each time 0 you send a message in the future 4 Click on confirmation email text to edit the text of the email sent to new users who need to confirm their request to be on your mailing list Some of the information cannot be edited but you may add your own message within the editable fields 5 Click on welcome email text to fully customize the message sent to new users to welcome them to your list It is recommended that you listname and updatelink tags as these are replaced by the actual name of the list they are subscribing to and a real link to allow the user to edit their settings Newsletter Options E mail Fram name Virtua E mail From address admir
47. of the page F 2 Viewing All Announcements In your announcements system all announcements are retained until you delete them Once an announcement is outdated it is archived rather than removed from the system allowing you to refer to them in the future if needed To view all announcements click the large purple View All link at the top of the page red X icon to delete it or click on the publish or un publish icon to perform either action From this page you may click on an announcement title to edit it click on the ee F 3 Viewing Active Announcements Use the View Active button at the top of the page to view only those announcements that are within the period between the designated start and end dates These are announcements that are currently being displayed on your site F 3 1 Sorting All Active Announcements 1 From the View Active page locate the purple bar just above the announcements list and select All Categories from the dropdown menu CY Virtual Synagogue Dev Announcements cbse hinkt iho eet ard The announcements listed below are those that are currently showing from all categories The order in which they appear here is the same order they will appear in on Announcements section of the web site You can change the position of each announcement by dragging it up and down by its handle on the left This will immediately change the order on the web site as well Star
48. on the compose tab or the back to previous tab button on the bottom of the page to make changes You may also choose to send yourself a preview email at this point recommended 2 Ifthe email looks good proceed to the next step by clicking the tab on the top or the button on the bottom of the page labeled Step 3 Select Mailing Lists Tab 3 Select Mailing Lists 1 Check the box next to the mailing list s you wish to send to You may send to as many lists as you would like Important note if a recipient is subscribed to multiple mailing lists he will only receive each message once You do not need to worry that he is on several of the selected mailing lists 2 After selecting mailing lists proceed to step 4 by clicking the tab on top or the button on the bottom labeled step 4 schedule Tab 4 Scheduling 1 Leave the settings of this page as they are to send the message immediately a future software release will allow for scheduling a single message to delay its arrival 2 Proceed to the next step by clicking on the tab on top or button on the bottom of the page labeled Step 5 Review and Send Tab 5 Review and Send Sender Virtual Synagogue Dev lt admin synagoguewebsite com gt Subject Go back to the Compose tab and enter a Subject for this message Subscriber Lists No lists have been assigned to this message Go back to the Mailing Lists tab to select which lists you w
49. onfirmation E mail the subscriber as you add him it is recommended that you 3 Send Welcome E mail choose to send a confirmation e mail Otherwise you may Soni ree choose to send a welcome email confirmation email or Action when removing subscriber to list n othin g at all Do not send an e mail When you are finished filling in all necessary fields and options click save changes at the bottom of the page to add the user l 2 2 Importing Multiple Subscribers 1 2 3 While within the e Newsletter section of the control panel click on the yellow subscribers button to access the subscribers page Click on the green import multiple subscribers button near F Import Multiple Subscribers the top of the page On the next page click the black select import file button and locate the file containing the list s you would like to import Click open in the dialogue box after locating your import file The page will run a test import and show you the output If the data looks correct to you continue If it does not consider the following suggestions 9 8 1 Convert your file to a different file type If you are using a new version of microsoft word or excel try saving the file as one compatible with older versions 2 If you are using a spreadsheet file that only has email addresses listed and no other data for each entry try copying the information and pasting it into a more basic file format
50. our Tools 4 Shuls system must know the location of the main applications on your website Most of the time these fields will be set by the programmer who installed your modules If you need help with this section or are concerned that your links might not be set correctly please contact Tools 4 Shuls tech support at 818 564 6774 D The Calendar Module Your calendar comes equipped with English and Hebrew calendar dates Jewish holidays Torah portion names and candle lighting times specific to your location If installed you also have the ability to allow users to RSVP for events and pay for events using a credit card or PayPal account To access the Calendar module click the orange calendar icon at the top of the page Tools4Shuls Control Panel Virtual Synagogue Mozilla Firefox File Edit wiew History Bookmarks Tools Help Related Links v a A B http www synagoguewebsite com virtualsynagogue _isuite manage admin month php rg Glz Google B Most Visited i Latest Headlines Welcome You are porine in as admin logout w Tools Shuls Site Categories Admin Settings e Virtual Synagogue Calendar Add New Event View Calendar Grid View Events List Calendar Options Year Month Week Day Search Month events September 2009 Show All Adult Education Boards and Committees Candle Lighting Times Events General Hebrew School Holidays music religious services Sist
51. our website Enter the URL of the image and choose an optional URL for the image to link to as a banner advertisement might on a website You may also enter alternate text which will be used when the image does not load Links Drag and drop this widget to place a series of text links You Bin may specify that they be horizontal next to each other such as ina Bia menu bar along the header or footer or vertical stacked on top of each other such as in a sidebar For each link enter the text that you would like to appear as well as the full URL to link to The URL must begin with http Beginning it with www will not create a proper link You may re order the links by grabbing the icon to the left of the link that looks like six dots and dragging it above or below another link You may also delete links by clicking on the delete icon for that link Tools4Shuls Module widgets depending on which modules you have installed some of these widgets may not be available Calendar widget drag and drop this widget to add an upcoming automated list of upcoming events into your newsletter This Events widget will always use the criteria you set to populate the newsletter with information based on the date the email is sent After dropping the widget into place fill in a number of days worth of events to include a maximum number of events and the categories to include Edit the title of the widget by clicking on edit title at t
52. re finished making your changes click update item on the bottom of the page H The Photo Gallery Module The Tools 4 Shuls photo gallery makes it easy for anyone to create new galleries within categories and post links to them on any page of your website To access the Gallery Module click on the light blue Gallery icon on the top of the page H 1 Creating a New Gallery 1 2 3 4 From the Galleries Overview Page locate the category you would like to add the gallery to and click Create New Gallery in the green bar If the category is not displayed on this page it is possible that it has not been activated for the Gallery module To activate Hebrew School it use the Site Categories button at the top of the page and Croate Now Gallery check the box in the appropriate category s row corresponding to the Gallery column See the Site Categories section of this manual for more information On the next page enter a Name and brief description for your new gallery and click Create New Gallery You will then be taken to the photo upload page where the Java Jumploader application will load Java must be enabled for this program to run Once Jumploader has loaded locate the folder and files you would like to upload from your computer Locate the folder using the file browser on the left The images within the folder will be displayed in the top section on the right side
53. se your desired color then click the red Save button to set the color and close the palette tool Once all of your colors have been selected click the step 3 format layout button at the bottom of the page You may save your changes at any time before that as well On the next page give your template a name and description Be as specific as possible so that it will be easier to identify when needed The lower portion of the page uses the Tools4Shuls drag and drop template editor It is suggested that you spend a few minutes getting used to dragging and dropping widgets as you may have trouble at first To drag a widget left click your mouse while positioning your mouse over the title bar of the widget While continuing to hold the mouse button down drag the widget to the desired location A py Die pcoming Se yellow box will appear where ever you are able to drop the e a box Once the widget is in the desired location let go of the mouse and the widget will be placed in that spot All widgets may be moved between Links columns and page sections such as headers and footers If you attempt to drag and drop a widget and it does not move to the desired location try again and pay close attention to the location you are dropping it To delete a widget click the red X in the top right corner of the widget To minimize a widget click the blue arrow in the top right corner of the widget You may click the same arrow to maxi
54. st of recently created or updated photo Activity galleries Informing people about photo gallery updates is a great way to attract more visitors to your website and inform them about the great events you have going on After dropping the widget into place you may edit the title by clicking on the edit title link near the top of the box and edit a brief descriptive line of text just below that Enter a date range maximum number of items to include and which categories of archival items to display as well as whether or not to omit this widget should no information match your criteria You may also choose whether to include galleries that were recently update as opposed to only showing brand new galleries and whether to include the gallery thumbnail If you choose not to include the thumbnail only a text link will be displayed Ideas and tips for using the widgets o You may add as many widgets as you would like including multiple placements of each widget This is useful if you want to put specific events or announcements in one spot and a more general full list of events or announcements in a different location o Create a shabbat shalom email by sending the email on Fridays with 3 days worth of events and only including the candle lighting torah portion and religious services categories o Send a monthly events email by scheduling your email to send on the first day of the month and include 30 days of events from all
55. t Date E Sukkot cards for sale Sisterhood 09 08 2009 10 11 2009 Yes ay ibs Dont Forget your notebooks Boards and Committees 07 16 2009 10 02 2009 Yes a S Donations needed for Young Professionals Young Professionals 07 16 2009 10 07 2009 Yes Raffle Adult Ed s Music Available Adult Education 07 22 2009 10 02 2009 Yes music ae E 3 Volunteer needed for Our next event Young Professionals 07 23 2009 09 25 2009 Yes or H f 0M xx MH HM MI Please help us research Boards and Committees 07 16 2009 11 26 2009 Yes ar ris 2 All active announcements are now being displayed Use the grab bar icon on the left side of each announcement to drag and drop the announcement to the desired location Once you let go of the announcement it will automatically update the location without the need to click a save button CE CE EEE F 3 2 Sorting Active Announcements by Category You have the ability to display announcements in different orders based on categories You may wish for certain announcements to be at the top of the list on one page and lower down on others Changing the order in one category will not affect the order in other categories To sort based on category 1 Locate the purple bar just above the announcements list and select the desired category from the dropdown menu 2 Use the grab bar icon on the left side of each announcement to drag and drop the announcement to the desired locat
56. t be able to select multiple files Once you have ctrl clicked all files you wish to add drag them all at once into the box below and drop them in place 3 Click on the first image you would like to add then while holding the shift key click on the last image This will select all images in between the first and last selected images Drag and drop them all at once to the box below DSC_0065 JPG DSC_0066 JPG DSC_0067 JPG DSC_0068 JPG DSC_0069 JPG DSC_0065 JPG DSC_0066 JPG DSC_0067 JPG DSC_0068 JPG DSC_0069 JPG 402 MB 270M8 355M8 267M8 285M8 402MB 270M8 3 55 MB 2 67 MB 285 MB ot a Em f DSC_0072JPG_ DSC_0073 PG_ DSC _0074 PG_ Y ma 0070 JPG Yo 0 Qo AO Add Remove 9 1 o o A 0 DSC_0071 JPG DSC O0072JPG j DSC OO73 JPG DSC O0O74 PG lt DSC_0070 PG_ DSC_OO71 PG DSC_0071 JPG 400MB 1 file selected 4 00 MB 1 File 4 00 MB 6 Once all images have been added to the box on the bottom right portion of the Jumploader screen you may edit any pictures that need editing 1 To rotate an image click on the light blue arrows pointing out from each of the images 2 To edit an image click on the paint brush on the bottom right DSC_OO71 IA corner of the image thumbnail just above the image name Sage 3 To remove an image click on the red X icon in the top right corner of that image icon 7 Whe
57. the page will display a status message indicated its progress When the file has completely uploaded you will be taken to the View Archive page to see your item in the archive Please wait while your file is being uploaded 4p JumpLoader Add S 0 f 1 Qo Ao m wv 1 File 604 KB A 23 9 completed 144 KB of 604 KB 45 6 KB s 3 00 00 10 G 2 Viewing Existing Archive Items 1 2 Click the large blue View Archive button near the top of the page to l view all items within the archive To filter the list of archive items use the sorting options box on the left side of the page You may check or uncheck boxes next to the categories you would like to display search by keyword and choose which media types to show To delete an item click the red X icon in the row of the item you wish to delete 3 To view or download an item use the view or download icons Please note these functions work differently for different media types and within A different browsers G 3 Editing existing archive items 1 2 From the View archive page click on the item title or the pen icon amp corresponding to the item you would like to edit On the next page edit the information you would like to change If you choose a new file to upload it will replace the existing file If you change information but do not upload a new file the existing file will remain in place When you a
58. ting the data properly When you are satisfied with the sample input click proceed with n import to save the complete list Important note if subscribers already exist based on email address they will not be added Rather their subscription preferences may be updated In other words if bob mydomain com is already a subscriber to mailing list A and he is on the list you are trying to import into mailing list B the original record will be updated so that he is subscribed to both mailing lists rather than creating a second record Email email Add subscribers to list sk l 2 3 Managing Subscriber Information 1 2 3 From the e Newsletter section of the control panel click on the subscribers button near the top of the page All subscribers will be listed By selecting an option from the dropdown menu labeled show all you can filter the list To delete confirm or add multiple subscribers to a specific list check the boxes to the left of those subscribers and select the appropriate action from the actions dropdown menu To edit an individual subscriber click on the subscriber s name or the pen icon for that subscriber On the next page you will be able to update the subscriber s information When completed click the save changes button at the bottom of the page l 3 Templates l 3 1 Creating a new template 1 2 3 From the e Newsletter section of the control panel clic
59. to each event accepting RSVPs The number next to each envelop indicates the total number of RSVPs accepted To view RSVP details click this icon 2 Locate the event on the grid or list views and click on the event title to view the event details page The total number of tickets sold and a link to view all RSVPS can be found in the orange Event Admin Options box on the right side of the page Edit Event View Event RSVPs 10 currently attending f Duplicate Event x Delete Event D 5 2 Closing RSVPS 1 If you are no longer accepting RSVPs for your event and have not set RSVPs to automatically close you may close RSVPs from the View Event RSVPs page accessed above Simply Click close RSVPs for this event located at the top right corner of the RSVP details page D 5 3 Default RSVP Notification Emails see D 6 2 RSVP Notification Emails D 5 4 RSVP Field Sorting Options see D 6 3 RSVP Field Options D 6 Calendar Options 1 Access Calendar Options by clicking on the large orange Calendar Options button at the top of the Calendar administration pages D 6 1 Calendar Categories Viewable by public In order to allow enhanced categorization across modules you have the ability to hide categories being used within the calendar to make it easier to use and less cluttered Here s an example of why you might hide calendar categories Your synagogue has two different youth groups Kadima for the yo
60. uled Automated Messages l 4 5 Duplicating a message l 4 6 Message Drafts l 4 7 Sent Messages and statistics l 4 8 Creating a link to a message l 5 e Newsletter Options Welcome to Your Control Panel ci Took4Shuk Control PANAS Virtual Synagogue Development Windows Interne ssn iii EHPA 3 Google Eile Edt View Favortes Tools Thank you for using Ss tris version of Toots 4 Shuts Riess 20 purchase Call 61 BESTA E Welkome Winus Syrsgegue eveloomeant You are boggesd ln ss ARANA Aeb ie oom kai Create a New Event Donations Summary Create an Announcement View Calendar Grid View Donations View All Announcements View Upcoming Events Manage Funds View Active Announcenvents Calendar Options Notification Contacts View Upcoming Announcenents Donation Options View Expired Announcements EN EWSICtECT Wiew Archive Go to Gallery Overview View Messages Upload Mew File View Subscribers View Lists View Templates a Internet Protected Mode On 1 To access your Control Panel visit www tools4shuls com manage Log in using the email address and password you have been provided with 2 After logging in you will be taken to your control panel homepage shown above 1 Depending on which modules you have installed you may see fewer than the six shown above Additionally the icons across the top of the page will only be in color for those modules installed on your system To install addition modules please contact Inspired M
61. ultimedia at 818 56 INSPIRE 3 To edit site categories click Site Categories in blue below the Tools 4 Shuls logo 4 To edit administrator settings and create new users click Admin Settings in blue below the Tools 4 Shuls logo 5 To begin using any of the modules click the appropriate icon on the top of the page or use the links in the body of the homepage B Working with Site Categories With Tools 4 Shuls you have the capability to update any page of your site quickly and easily by adding information within the Tools 4 Shuls modules and applying the appropriate category to it To use this feature code needs to be added to the pages of your site that you wish to update this way Please contact Inspired Multimedia for more information Please note This page is only accessible to superuser administrators 5 Tools4Shuls Control Panel Virtual Synagogue Mozilla Firefox File Edit View History Bookmarks Tools Help Related Links m T Cc A AF http www synagoquewebsite com virtualsynagoque _isuite manage admin categories php LE Most Visited Latest Headlines SITE MODULES 3 9 oO a Delete ID eat gory Name Calendar Announcements Archive Photo Gallery Add New Fi O a oO i Events 2 Torah Portion K O 0O O oO F O 3 Candle Lighting Times 4 Holidays K 8 Youth Group K 9 Sisterhood Q Rabbi Sermons Adult Education 2 Hebrew School K 3 Young Prof
62. unger kids and USY for the older kids Both of these groups can be categorized within the youth group category but since you have a separate page on your website for each group and events in the calendar specific to each group being displayed on those two pages you need to be able to keep them separate internally However on the main calendar it s easier for everyone to be able to see or hide all youth group events rather than kadima and USY categories specifically So simply hide the kadima and USY categories on the calendar and when you add USY events add them within the USY and Youth Groups categories Do the same with Kadima events within the kadima and youth groups categories Now on the calendar users can sort by all youth groups without have to check or uncheck kadima usy and youth groups boxes Calendar Categories Use this section to view the categories available within the Calendar and specify how they are used Available Categories Viewable by Public Adult Education 53 events Boards and Committees 38 events Candle Lighting Times 2294 events Events 18 events General 0 events Hebrew School 35 events Holidays 1528 events Kadmina 0 events Music 4 ewents religious services 56 events Sisterhood 54 events Torah Portion 977 events O0 K AKga A K UST 0 events D 6 2 RSVP Notification Emails 1 Once per

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