Permissions
CAM and NACM Staff are loaded as a membership that gives them access to CAM.org, the Staff Portal, and The Exchange
The Exchange, ‘MA Staff of’ is loaded as a relationship for all qualifying contacts. ‘MA Staff of’ relationship give user access to The Exchange
Active CAM and NACM memberships give users access to members-only content on CAM.org
Wikis and Knowledge Bases
Koumbit Wiki: https://redmine.koumbit.net/projects/canadian-association-of-midwives-website-rebuild-wp-network-civicrm/wiki
Civi Wiki: https://lab.symbiotic.coop/cam/cam-civicrm/-/wikis/home
Civi Support:
https://docs.civicrm.org/?src=iam
Civi UserGuide:
https://docs.civicrm.org/user/en/latest/
Content management
Website configuration
Active Members on WP: Full-Voting Member, Student Member, Hardship, Paid Work, Student or Unpaid Work, Elders, Aboriginal Midwife, Unable to pay fees, Associate non-voting member
To manage: https://dev.camvps.symbiodev.xyz/wp-admin/admin.php?page=civi_wp_member_sync_list
Staff Portal Button only visible to Staff
Site Map Button only visible to Editors
Manage in Visibility Conditions
Sample Blocks
Important: If you are using REUSABLE BLOCK, add it to page, then CONVERT to REGULAR BLOCK (2 overlapping squares icon), otherwise you will be editing the template.
CAM Site
Top Menu
To edit: WP Dashboard / Appearance / Menus / Secondary Menu
Top Menu: Shopping Cart: Indicate if users have any items in their shopping cart
Search
My Account:
Gives Active Members access to ” My Bookmarks”, “My Personal Information”, and WooCommerce Dashboard. Compound page with Control Panel and My Bookmarks. Bookmarks contains bookmarks. Control Panel contains Bookmarks and Personal Information. My Account contains Control Panel and WooCommerce Dashboard.
- “My Bookmarks” is set up on the News Feed (posts). To edit: WP Dashboard / CBX Bookmark
- “My Personal Information” is Civi component “Profile 27” inside an Accordion. To edit: Civi / Administer / Customize Data and Screens / Profiles / User Dashboard. https://dev.camvps.symbiodev.xyz/wp-admin/admin.php?page=CiviCRM&q=civicrm%2Fadmin%2Fuf%2Fgroup&reset=1
- On the site, the form is auto-filled with logged-in user’s info. When a user edits details, the civi record is updated.
Login:
Active Members and access members only content. Staff can also log in and access members only content and the Staff Portal.
Membership Break down
- Active: member only pages, members only events, pinard.dev.camvps.symbiodev.xyz
Full Member
Student Member
Hardship
NACM Membership - Inactive: Public
Association Member
Honorary Membership
CAM Allied
NACM Supportive
To see Membership: Civi / Memberships / Dashboard. https://dev.camvps.symbiodev.xyz/wp-admin/admin.php?page=CiviCRM&q=civicrm%2Fmember&reset=1
- Communications Staff also have Editor roles assigned to add/edit content.
- Admin Staff has Editor, Shop Manager (WooCommerce), and Staff Admin (private information on Civi)
- Finance has Shop Manager (WooCommerce)
Support Midwifery:
CAM Ally: 1-year membership available to the general public. No login or special site access. Loaded in Civi as Allied Member. Civi / Memberships / Dashboard. Transaction processes through Civi (moneris)
NACM Supporter: 1-year membership available to the general public. No login or special site access. Loaded in Civi as NACM Supporter. Civi / Memberships / Dashboard. Transaction processes through Civi (moneris)
Canadian Black Midwifery Student Fund: Go Fund Me
CAM / NACM Celebration Scarf: Product in CAM Store (WooCommerce). Transaction managed through store.
Main Menu
To edit: WP Dashboard / Appearance / Menus / Primary Menu
Link pages or HTML Anchor: eg https://dev.camvps.symbiodev.xyz/about-cam/#position-statements.
To add an HTML Anchor, in Page Edit, select block, scroll down to Advance / HTML Anchor. Add word. Jump to that Anchor by adding #WORD to URL.
CAM Site Pages
Resources, Events, Jobs, Becoming a Midwife, Midwifery Across Canada, News
Resources
Primarily national programs, also 5-Year Theory of Change and other items of interest.
Built with REUSABLE BLOCK: CAM Two Column Grid + Button (style to primary)
Image: If no image available use InD File Random Picture Template here: Comms Working Group / 2021 New Website
Events
Will be built in Civi. Content TBD 2022-04-05
Jobs
To edit: WP Dashboard / Job Listings
3 Parts: Job Listing, Post a Job, Job Dashboard
Job Listings: Shortcode [Job] pulls from Job Listings / All Jobs.
Job Types: Managed through Job Listing / Job Types. Currently set to: Administration/Management; Assistant / Associate Professor; Consultant ; Instructor / Lecturer / Midwife / Midwife (Part-Time) / Professor
Post a Job: Any one can submit a job. Email notification sent to admin@dev.camvps.symbiodev.xyz. Admin Team to approve. Logged in users who post a job can also access the Jobs Dashboard and edit their postings.
When approving, make sure Province / Territory is included in Location
How To Become a Midwife
Standard text and image.
Queer Mentorship: Application form are Ninja forms with notifications set to inclusivemidwifery@gmail.com
Ninja form: Queer Mentor Application Form id=3 / Ninja form: Queer Student Mentee Application Form id=4
Midwifery Around the World
Standard Text and image
Table of Contents: Reusable Block: CAM Table of Contents
By Province and Territory in Accordion
News
Posts. Every post to contain: 1 image; 1 title; text; 1 button with link; tags
Tags: Country / Province / Territory; Pillar (Advocacy, Excellence, Strength); 1 or 2 topics
To see all current tags: WP Dashboard / Posts / Tags.
For bookmarks, see TopMenu / My Account
Hero Banner
Managed through WP Dashboard / MetaSlider
There are 4 banners in rotation. To change a slide, DO NOT ADD. Choose an existing slide and edit.
Image size: 2500px X 900 px. To create a new banner, use Comms Working Group / 2021 Website / HeroBanner_Template.PSD
Text: <H3>Max 50 characters with spaces. <p>Max 100 characters with spaces. Button max 25 characters
If text is too long, the button will drop below Hero Banner. DO NOT DO THIS.
Links: Button and image are linked to same destination
Homepage Sections
Section 1: Static content. Most popular + Global. Built with Reusable block : CAM 2 column
Section 2: Resources. Addressable, manual. Built with Reusable block : CAM 2 column
Section 3: Events. Addressable, manual. Image + links
Section 4: Latest News. Dynamic. Block: Posts populated with most recent news items
CAM Site Footer
Edit Footer (left section): WP Dashboard / Appearance / Menus / Footer Menu 1 or Footer Menu 2
Edit Registration Form: WP Dashboard / Appearance / Widgets / Footer 3. It’s a Civi Remote Form id = 28
Civi / Administer / Customize Data and Screens / Profiles / Newsletter Registration
Edit Footer (right section: button + social links): WP Dashboard / Appearance / Widgets / Footer Four
Public Mailing List
(2022-04-06) We are trying a project to collect contact from the general public.
To edit mailing list: Civi / Contacts / Manage Groups
About CAM
Standard text and image
Careers at CAM
Standard text and images
Jobs list manages by Admin Team
Store
See Wiki for more details
WooCommerce
Orders: Change from Processing to Complete.
Send Order Email: Completed Order
For ESW to AOM: WooCommerce / Export Orders / Filter by Product / enter ESW and select product. Set Date Range. Click [Export]
For Inventory: WP Dashboard / Products / Select Product /Scroll down to Inventory / [] Enable Stock Management / Set Stock Quantity
The system will count down as products are purchased
FAQ
ESW FAQ and ESW FAQ on same page in two accordions. ESW FAQ set to start closed. General FAQ in Orange. ESW FAQ in Blue.
CAM Membership
Standard Text and Image
Quarterly Pinard
Subdomain
Permission granted to Staff, Editors and Active Members
Standard Text and Image.
Contact Us
Standard Text and Image
Contact us form: Ninja Form ID=2 for EN; ID=5 for FR. Notifications sent to admin@dev.camvps.symbiodev.xyz
Staff Portal
Accessible to CAM Staff
Subdomain
Top Menu
Search, Language switcher (2022-04-06 FR to come), logout, Button to CAM Site
To edit: WP Dashboard / Staff Website / Appearance / Menus / Secondary Menu
To edit button: Appearance / Customize
Org Chart
Standard text and image
Staff Calendar
To edit: WP Staff Dashboard / Events
Types of Events: … / Event Categories
Stat Holidays and Finance are added manually by Admin Team
Personal Vacations are added by Staff through the “Add my Vacation Time” form. This form is a short code [event_form] preset by the Plugin.
Training & Resources
Standard text and image
Desk Booking, Timesheets and more
Standard text and image
Desk Booking:
To edit: WP Staff Dashboard / Easy Appointments
Each available booking slot as been pre-created.
Location set: CAM Office
Services: Available work stations
Employee: generic staff
Time: Half days: 9-13:00; 13:00-17:00
Connections: Combinations of Locations + Services + Employee + Time
Booking notifications sent to admin@dev.camvps.symbiodev.xyz for approval.
Note: no one can book a spot that is unavailable. Time conflicts are not possible.
Communications Request Form
Ninja Form id=2. Notifications sent to communications@
Attachments save to … / Ninja Form / File Uploads
Notification added to Comms Working Group / 2021 New Website Build / 2022 Calendar Macro
Brand & Doc Templates
Standard text and image
Business Card Request Form: Ninja Form ID=3. Notifications sent to communications@a-jael-roy
Adding Users
Login to the dashboard
Go to My Sites > Network Admin > Sites
Click on “Edit” for the staff subdomain
Click on “Users” tab
Scroll down to “Add Existing User”
Enter the staff’s email address or login to select them
Assign the “Staff” role
And if they need to be able to edit/update content on the staff subdomain:
Go to My Sites > Staff Website > Dashboard
Go to Users
Click on “Edit” for the user you wish to grant another role to
Scroll down to “Roles” at the bottom
Check the “Editor” role
Click “Update user” to save the changes
Controlling Active Member Status (who is an Active Member?)
WP / CiviCRM / Member Sync / Association Rules
Analytics
A new Property has been added to Google Analytics for the new CAM Site. Monster Insights has also been added for ease of access.
To Track File Downloads:
Go to Google Analytics to see them. From the Canadian Midwives “All Web Site Data” view, go to Behavior > Events > Top Events, then click on “download”, and you will see a list of downloaded files.
CiviCRM
Contacts
Every member, staff, member association, and vendor has been added to Civi as a Contact.
Every contact has an individual file that records:
- Contact information
- Memberships (CAM, NACM)
- Events
- Activities (every time we have connected with this user)
- Relationships (employer, Member Association etc)
- Groups
- Contact type (staff, individual, association, organization)
Groups and Smart Groups
Contacts have placed into groups. These are current groups.
- Administrators
- Managers
- Media Contacts
- Media Outlets
- Midwife Members
- NACM Newsletter
- Public Mailing List
- Staff Admin
- Weekly Newsletter Mailing Group
The difference between a regular Group and a Smart Group. Contacts have been manually assinged to a regular Group.
A Smart Group is defined by search criteria and the list updates automatically as the master list of contacts evolves.
- Go to Search > Find Contacts > Advanced Search.
- Define criteria
- Click Search at the bottom of the page.
- Select all records
- From the Actions drop-down menu select Group – create smart group.
- Give the smart group a name and description and optionally designate it as a mailing list and give if a parent group. Click Save Smart Group.
- To create a Smart Group for provincial associations, add “Member of” in the relationship. The add the name of the association in the Target.
Example: Weekly Newsletter Mailing List
Smart Group containing: Full Voting, Student Member, Hardship, NACM Paid Work, NACM Student or Unpaid, NACM Elders, Aboriginal under Exception, NACM Unable to Pay, NACM Unable to Pay Student, Associate Non-Voting
Memberships
To manage annual contributions, Civi manages membership types. These are the membership types.
Please note: NACM has been broken out into it’s 7 subtypes. To see a list of NACM member, search contact for National Aboriginal Council of Midwives (NACM has been loaded as a contact).
Memerbships
- Honorary
- Full Voting Member
- Associate Non-Voting Member
- Student Member
- Hardship/non-regulated member
- Allied Member (CAM Ally)
- NACM Paid Work
- NACM Student
- NACM Student (unable to pay fees)
- NACM Aboriginal Midwife Working Under Exemption ON
- NACM Elders
- NACM Unable to Pay Fees at this time
- NACM Supporter
CiviMail
IMPORTANT: Manually apply links to email: mailto:name@name.org
To send a mailing you need 2 things: A Mosaico Template and a Mailing List
To create a Mosaico Tempplate, go to Civi / Mailing / Mosaico Template / Select a Base Template / Customize
3 Templates have already been created
- CAM Catching Up
- CAM Default
- NACM Template
To edit a template, drag and drop blocks and customize.
To end, click Save
Go to Civi / Mailing / New Mailing
- Choose you sender, subject line, mailing list, etc. Click ‘Continue’
- Choose the Mosaico Template. Click ‘Edit’
- Customize you content
- Preview or send a test
- When ready to send, click ‘Close’, then ‘Continue
- Set send time
- ‘Submit Mailing’. The full mailing list will take a few hours
CiviMail Report
For a report on a specific mailing: Civi / Mailings / Scheduled and Sent Mailings / Report
For an overview report: Civi / Mailings / Mailing Reports / Mailing Summary
To customize, click Columns. Recommended settings: Start Date, Intended, Delivered, Bounce, Unique Opens, Unique Clicks, Bounce Rate, Click through Rate
To export report: Actions / Print to PDF
Duplicating a Past Email
Civi / Mailing / Scheduled and Sent Mailing / Copy
When you click ‘copy’ it sends you back through the ‘New mailing’ build cycle
CiviEvents
Create a meeting or webinar in the Webinar Zoom account.
Create a new event in CiviEvents. Select your Zoom event from the dropdown.
Each CiviEvent has a dedicated URL. Share that directly on Social Media
Upload image: Resize to 600×400. Once uploaded, open source code and adjust to width 100%, h 100% so that images work on mobile.
To embed on the homepage. Use the ID number from Manage Events in Civi
In the Online Registration, including Profile: Additional Information to capture, province and municipality, student or indigenous midwife, and how did you hear about this event
[civicrm-event-single ID=2] event info
[civicrm-event-single ID=70 register=TRUE] directly to registerTo embed on the events page. This will show all open events for the next 31 days.
[civicrm-event-listing upcoming-days=31]For reminders: user the following tokens
{event.title}
{event.start_date}
{event.custom_140} (if connected to a zoom meeting, this will let you insert the Join URL)
Custom Data Capture
https://docs.civicrm.org/user/en/latest/events/online-event-registration/
Adding Additional Questions
Custom Fields are nested inside A Custom Field Set
A Custom Field Set is nested inside a Profile
A Profile is added to Registration Screen
You can try to add all of these components through the events builder but to trouble shoot it important to know the backend steps.
(1) To set up a Custom Field Set and Custom Fields
Admin / Custom Data and Screens / Custom Fields
Add a Set of Custom Fields (name it EVENT NAME CUSTOM FIELD SET
Set USED FOR to Participants / Any
To ADD FIELDS, click VIEW AND EDIT CUSTOM FIELDS
Set up the questions. Make them SEARCHABLE
Enter Multiple Choice Options seperately.
Make sure to enter labels for multiple choice options and for the fields: these need to appear on the screen.
(2) To add a PROFILE
ADMIN / CUSTMOIZE DATA / PROFILES
Set to TYPE: Participant; USED FOR: Standalone Form or Directory, CiviEvent, Search Views
To make the profile visible to anonymous users:
- You need to go to the Manage ACLS section
- Click Add ACL
- Set the Role (in this case Everyone)
- Set the Operation (You can probably get away with using All since Search won’t give them much)
- Select
A Profile - Choose your profile
- Save
- You almost had it! When you create those fields and want them public you want to expose the actual Custom Fields (not the Profile). Therefore, you can grant View and Edit in separate entries for your participant fields.
ViewACL for a Custom Field setEditACL for a Custom Field setAllACL for a Custom Profile set- For these you will want to set either
Authenticatedor in your case hereEveryone.
To add he Profile to your Event Registration
EVENTS / MANAGE EVENTS / CONFIGURE / ONLINE REGISTRATION
REGISTRATION SCREEN / INCLUDE PROFILE
Select your profile from the dropdown.
Select Preview
Or select Edit to make sure all your fields are there. If not, drag and drop from the right-hand list
To Pull the REG REPORT with Answers to the Additional Questions
- Select Reports > Event Reports
- Choose either the Attendee List or Event Participants List
- Choose whatever columns you like
- Expand the NCIM Gathering 2023 and select the appropriate columns
- Click on Filters tab and filter by the Event
- Click Refresh results
Simple Survey
File naming convention:
Name of event, DD MM YYYY
Report Sharing:
Projects / NAMENAME / Reports / Actions / Publish
Add password: camacsf
Copy URL
Save
Share URL