This wiki page will describe in detail the various admin portal configuration settings, as well as provide steps that users can follow for setting up their website.

Organization Information ¶

Site Name¶

The Site Name is the title of the website, which is used in various aspects of the website.

Candidate's User ID¶

The Candidate's User ID is the system-generated ID for the candidate.

Note: This section requires a code modification before the documentation for it can be completed. There is no good way for a regular user to easily understand how to get a hold of their ID. Instead, I think that support should be added so that the candidate's e-mail address can be translated into a user ID on the back-end.

Full Name of Candidate / Organization¶

This is the full legal name of the candidate and/or the organization.

Purpose¶

The Purpose is generally used as the mission statement for the organization and its website.

Contact Address¶

The official street address for the organization. This information will be available on the contact page.

Contact City/State/Zip¶

The official city, state, and U.S. postal code for the organization. This information will be available on the contact page.

Contact Phone¶

The official telephone number of the organization.

Candidate Email¶

The official e-mail address for the organization.

RSS Feed Title¶

The title of the syndication feed generated from blogs, events, and groups that will be used by search engines, and other media aggregations.

RSS Feed Description¶

A brief description of the syndication feed that will be used by search engines, and other media aggregations.

Site Support Email¶

The e-mail address that will mainly be used for e-mail notifications.

Paypal Cancel Notification Email¶

An e-mail address that will be used to receive notifications of Paypal cancellation notices.

Homepage Configuration ¶

Blog Collection Count¶

The total number of blog entries that will be displayed on the front-page of the website.

News Collection Count¶

The total number of news entries that will be displayed on the front-page of the website.

Press Release Collection Count¶

The total number of press releases that will be displayed on the front-page of the website.

Event Collection Count¶

The total number of events that will be displayed on the front-page of the website.

Invite2 E-mail Messages ¶

Website¶

The default custom e-mail message that will be used when users invite their friends and colleagues to the website.

Groups¶

The default custom e-mail message that will be used when users invite their friends and colleagues to join a group.

Events¶

The default custom e-mail message that will be used when users invite their friends and colleagues to an event.

Referrals¶

The default custom e-mail message that will be used when users invite their friends and colleagues to join the website community.

Site Keywords and Description ¶

Site Title¶

This is the title of the website, and will be display on each page. It should be a short title, such as the name of the site or a similar derivative.

Site Keywords¶

The site keywords are used by search engines to help index and rank the website, and should be a list of keywords specific to the mission of the organization. This field must contain 255 or less characters, including punctuation and spaces.

Site Description¶

The site description is used by search engines for display in search results, and should contain as many of the site keywords as possible to aid in search engine optimization. This field must contain 255 or less characters, including punctuation and spaces.

Yahoo! SiteExplorer¶

Yahoo! SiteExplorer is a way to allow Yahoo! and Microsoft to better search and index your website. To enable this feature, first go to the Yahoo! SiteExplorer website and enter in the domain name of your website (i.e., example.com - not www.example.com) after the http:// and click Add My Site to continue. If you are not already logged into a Yahoo! account, you will be required to do so at this point; if you do not have a Yahoo! account, you will need to create one. Once you are logged in, you will see two options for authenticating your website with Yahoo!. Click the arrow beside the second option - By adding a META tag to my home page. - to expand the instructions, and copy the value in the quotes for the content= attribute. Paste this value (without the quotes) into the Yahoo! SiteExplorer field in the configuration manager.

Site Registration Auto Responders ¶

Successful Site Registration Message¶

This is the e-mail message that will be sent to new users who sign up for a personal profile on the website. This can either be an HTML-based message, or plain-text.

Site Registration to be From (User ID)¶

The Site Registration to be From (User ID) is the system-generated ID for the person who will appear as the From e-mail when new users sign up for a personal profile on the website.

Note: This section requires a code modification before the documentation for it can be completed. There is no good way for a regular user to easily understand how to get a hold of their ID. Instead, I think that support should be added so that the candidate's e-mail address can be translated into a user ID on the back-end.

Successful Profile Completion Message¶

This is the e-mail message that will be sent to new users who complete their personal profile on the website. This can either be an HTML-based message, or plain-text.

Profile Completion Message From (User ID)¶

The Profile Completion Message From (User ID) is the system-generated ID for the person who will appear as the From e-mail when users complete their personal profile.

Note: This section requires a code modification before the documentation for it can be completed. There is no good way for a regular user to easily understand how to get a hold of their ID. Instead, I think that support should be added so that the candidate's e-mail address can be translated into a user ID on the back-end.

Facebook Fan Page¶

Depending on how you set up the Facebook page for the organization you will either want to enter the page name, or the web address that can be used to link to the Facebook page. The easiest way to get this information is to log into the Facebook account, and click on the organization name by the profile picture to go to the public page. Copy the address in the web browser's address bar and paste the address into the configuration manager.

Twitter Username¶

Simply enter the username for the Twitter account of the orginzation. This username is the same username used to log into Twitter. This will associate the Twitter feed with the website.

YouTube Page¶

Log into the organization's YouTube account. In the upper-left corner of the window will be the organization's YouTube username. Click on the username to open a drop-down menu, and select the Channel option. Copy this address from the web browser's address bar and paste it into the configuration manager.

Flickr Page¶

For instructions on how to create a Flickr account, please visit steves-digicams.com knowledgebase.

Once you have your Flickr account set up, you simply enter in photos/YOUR-USERNAME/sets/ - where YOUR-USERNAME is the username that you chose when creating your Flickr account - into the field in the configuration manager.

LinkedIn Account¶

For instructions on how to create a LinkedIn account, please visit "eHow: How to Create An Account On LinkedIn": http://www.ehow.com/how_2030914_account-linkedin.html.

Once you have your LinkedIn account set up, and you are logged in, mouse-over the Profile menu in the top-left and left-click the View Profile menu to open your LinkedIn profile. Copy the Public Profile link near the top of your profile and paste it into the LinkedIn Account field in the configuration manager.

Donation Processing (Authorize.net)¶

The API Login ID for your account is available in the Settings menu of the Merchant Interface.

IMPORTANT: The API Login ID is a sensitive piece of account information and should only be shared on a need-to-know basis, for example with your Web developer. Be sure to store it securely.

To obtain your API Login ID:

1. Log into the Merchant Interface at https://secure.authorize.net

2. Select Settings under Account in the main menu on the left

3. Click API Login ID and Transaction Key in the Security Settings section

4. If you have not already obtained an API Login ID and Transaction Key for your account, you will need to enter the secret answer to the secret question you configured at account activation.

5. Click Submit.

The API Login ID for your account is displayed on the API Login ID and Transaction Key page.

X Tran Key¶

The Transaction Key is a 16-character alphanumeric value that is randomly generated in the Merchant Interface and works in conjunction with your API Login ID to authenticate you as an authorized user of the Authorize.Net Payment Gateway when submitting transactions from your website.

Like the API Login ID, the Transaction Key is a sensitive piece of account information that should only be shared on a need-to-know basis.

To obtain a Transaction Key:

1. Log on to the Merchant Interface at https://secure.authorize.net

2. Select Settings under Account in the main menu on the left

3. Click API Login ID and Transaction Key in the Security Settings section

4. Enter the secret answer to the secret question you configured when you activated your user account

5. Click Submit

The Transaction Key for your account is displayed on a confirmation page.

IMPORTANT: Be sure to record your Transaction Key immediately in a secure manner or copy it immediately to a file in a secure location because it is not always visible in the Merchant Interface like the API Login ID. Once you navigate away from the confirmation page there will be no other way to access the Transaction Key in the Merchant Interface. You would have to generate a new Transaction Key.

Payment Processor URL¶

This setting should always be https://test.authorize.net/gateway/transact.dll.

Subscription URL¶

This setting should always be https://apitest.authorize.net/xml/v1/request.api.

Use the same information as the X Login above.

Subscription Trans Key¶

Use the same information as the X Tran Key above.

Test¶

This setting is generally always set to FALSE. If there is ever a reason that the settings need to be tested, it is best recommended to use the Authorize.net test settings instead.

It is important that you leave your account in Test Mode until your connection to the payment gateway is successfully tested and it is ready to process live transactions. You may place your account in Test Mode at anytime to test updates to your website connection or if you need to quickly turn off transaction processing.

To turn Test Mode off or on:

1. Log on to the Merchant Interface at https://secure.authorize.net

2. Select Settings under Account in the main menu on the left

3. Click Test Mode in the Security Settings section

4. Click Turn Test OFF to take your account out of Test Mode. Click Turn Test ON to place your account in Test Mode

PayPal ¶

Hosted Button Embed¶

Go to PayPal's Button Generator and fill out the form:

1. Choose Button Type: Donations

2. Organization name/service: The name of the campaign/organization

3. Donation ID: An optional ID to refer to the campaign/organization

4. Customize text or appearance:

1. PayPal Button

1. Use Smaller Button: Select to make the button smaller

2. Display Credit Card Logos: Display accepted credit cards below button (cannot be used in conjunction with the smaller button)

3. Country and language for button: Choose the country and language appropriate for the button

2. Use your own button image: For advanced users, you can upload a custom graphic to use as your button

5. Currency: Choose the currency for the donation to be accepted

6. Contribution Amount:

1. Donors enter their own contribution amount: Allow donors to specify the donation amount

2. Donors contribute a fixed amount: Specify a fixed donation amount for donors to donate

7. Email address to receive payments: The e-mail address that will be used for PayPal correspondence

Once the button code is created, copy the HTML from PayPal's website.

Facebook ¶

To harness the power of Facebook you will need to create a Facebook App. First visit Facebook Developers and log in with the Facebook account that will own the new app.

If you are not asked to log in, then this means that you are already logged in. You can visit Facebook to see which account you are logged into. If the account you are logged into is not the account that you want to own the Facebook App, then you will need to first log out and log back in as that account.

Once you are logged in, you will be at the app dashboard. Click on the Create New App button in the upper-right corner of the dashboard to begin creating your new app. The first step is to choose a name to identify your new app. It is recommended to name the app after your website. After entering in the app name select the I agree to the Facebook Terms checkbox and click continue; enter in the re-captcha information and click Submit; once validated you will be taken to your app's dashboard.

API Key¶

On your app dashboard, locate the field titled App ID/API Key and copy this text and paste it into the configuration manager.

API Secret¶

Also on your app dashboard, locate the field titled App Secret and copy this text and paste it into the configuration manager.

Application ID¶

On your app dashboard, locate the field titled App ID/API Key and copy this text and paste it into the configuration manager.

Comment Owner ID¶

The Comment Owner ID is the Facebook user id used for displaying comments from Facebook on the blogs system for your Red Stampede account. If in doubt, use the API Key for your application.

Twitter ¶

To take advantage of the Twitter aggregation for your website, it is recommended to connect a Twitter application using the Twitter API. For this to happen, you first need to create a Twitter account.

API Key¶

With your Twitter account in hand, go to create a new Twitter application. You will be required to log in, and once you are logged in you will fill in the details for your application's Name, Description, and the WebSite (enter in your domain, i.e., example.com and not www.example.com). Check the Yes, I agree checkbox, fill in the reCaptcha verification, and click the Create your Twitter application button to get your API key. Copy the Consumer Key and paste it in the Twitter API field in the configuration manager.

Flickr ¶

Flickr is a service provided by Yahoo that allows for sharing photos, independent of other social networks. To use this service you will first need to sign up for a Flickr account.

API Key¶

To get an API key, you will need to go the Flickr App Garden and create an API key. Select the appropriate license type (Non-commercial or Commercial; non-commercial preferred), and enter in an application name and a detailed description of your organization's intent for Flickr. Once the app is submitted, you will be shown your API key, which you can copy and paste into the configuration manager.

API Secret¶

Once the API key has been created, you will also want to copy and paste the API secret into the configuration manager.

User ID¶

The user ID for the Flickr account is the account name used for logging into the Flickr service.

Salesforce ¶

WSDL¶

To generate the WSDL file for your organization:

1. Log in to your Enterprise, Unlimited, or Developer Edition Salesforce account. You must log in as an administrator or as a user who has the “Modify All Data” permission. Logins are checked to ensure they are from a known IP address. For more information, see Setting Login Restrictions.

2. Click Your Name | Setup | Develop | API to display the WSDL download page.

3. Download the appropriate WSDL:

1. If you are downloading an enterprise WSDL and you have managed packages installed in your organization, click Generate Enterprise WSDL. Salesforce prompts you to select the version of each installed package to include in the generated WSDL.

2. Otherwise, right-click the link for the appropriate WSDL document to save it to a local directory. In the right-click menu, Internet Explorer users can choose Save Target As, while Mozilla Firefox users can choose Save Link As.

User¶

This is the username used for logging into the Salesforce website.

Password¶

This is the password used for logging into the Salesforce website.

Token¶

1. Log in to Salesforce via the browser to request your security token.

2. Go to Setup -> My Personal Information -> Reset Security Token.

3. Click the Reset Security Token button to trigger an email which will contain your security token.

4. Select and copy the token from the email.

Each time that you reset your password, your security token will automatically update. When this happens, you need to update the configuration with the new security token, or your access to Salesforce will not work.

Olark Online Chat ¶

Olark Online Chat is a service that allows you to communicate more effectively with your website visitors in real time using Instant Messaging technology. To get start, sign up for an Olark account.

Identity/Key¶

Once signed in to Olark, go to the Install tab from your Dashboard. At the bottom of the Install tab is your Site-Id; simply copy and paste this key into the configuration manager to enable Olark for your website. In addition to this identity key, you will need to set up operators for your account, as well as setting up your chat client for Olark.

MailChimp ¶

To use the MailChimp features, you first must create a MailChimp account. To begin this process, first go to the MailChimp signup page and fill in your e-mail, create a username and password, and click on the Create My Account button. The account creation process will send you an e-mail with an activation link, which you must follow to verify and activate your MailChimp account. Once you have confirmed your account, you will be required to log in with the username and password that you chose during the account creation process. Once logged in, fill in your MailChimp profile as applicable and click on the save and get started button.

Webhook API Key¶

Webhooks are configured from your MailChimp account. Here are the basic steps:

1. Log into your MailChimp account

2. Navigating to your Lists

3. Click the View Lists button on the list you want to configure

4. Click the List Tools menu option at the top

5. Click the Webhooks link

Configuration should be pretty straight forward - enter a valid url for us to contact, then select the events and event sources (see below for descriptions) you'd like to have sent to you.

API Key¶

Mouse over the Account menu at the top-right of your MailChimp browser window, and left-click on the API Keys and Authorized Apps menu item. On the Account » API Keys page, click on the add a key button. Once you receive confirmation of the API key generation, copy and paste the key into the API Key field in your configuration manager.

List ID¶

Left-click on the List menu at the top-middle of your MailChimp browser window. This will open up the Lists dashboard to allow you to manage your lists. If you do not already have a specific mail list to use, click on the create list button to the left to get started creating a new list. Fill out the form describing your new list as appropriate, and click the save button to create your list. Remember to use a valid e-mail address for the default from name and the default reply-to email; when in doubt, you can use the same e-mail address for both fields.

Once your new list is created, or if you wish to use an existing list, you will mouse over the settings option beside your list and left-click on the list settings and unique id menu option (it should be near the top of the menu). On the Settings page for your list, scroll to the bottom of the page select the id under the unique id for list... section and paste it into the List ID field of your configuration manager.

Google Accounts ¶

Your Red Stampede website integrates various Google accounts, both for added features for your users, and for features for you and your organization.

Analytics Key¶

Google Analytics allows you to view website traffic to your website, as well as capture website trends. To start using Google Analytics, you first must have a Google account - you can use your e-mail account as your Google account. Visit https://www.google.com/analytics/ and click on the Acceess Analytics button near the top-right of your browser window. From this page you will be asked to log in. If you already have an analytics account for your website you can skip the next step. If you need to create your analytics account for your website, you will want to select the Create New Account... from the My Analytics Accounts drop-down menu near the upper-right of your web browser window. Follow the screens presented to you to create your account. Once the account is created, you will find your analytics key under the name column on the main analytics page. This is the unique identifier that begins with a U-. Copy and paste that into this field.

Maps Key¶

To obtain a Google Map's API key, first log into your Google account. Once you are logged in, go to the Sign Up for the Google Maps API page, check the I have read and agree with the terms and conditions, and enter in the domain of your website before clicking on Generate API Key. At the top of the page you will then see a section that looks like the following:

Your key is:
xxxxxxxxx-xxxxxxxxxxxxxxxx-xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx-xxxxxxxxxxxxxxx

Copy your API key and enter it into the Maps Key field under Google Accounts section of the configuration manager.

Recaptcha¶

reCaptcha is a free service from Google that helps to reduce the amount of Internet spam that can occur with unprotected forms. To sign up to use reCaptcha, go to Google's website and click the Sign Up button, and log in with your Google e-mail account. Enter your domain (i.e., example.com and not www.example.com) after the http://, check the Enable this key on all domains (global key) checkbox and click Create Key to continue.

Public Key¶

Copy the Public Key for your site into the configuration manager.

Private Key¶

Copy the Private Key for your site into the configuration manager.

Award System ¶

The award system is designed so that it rewards your constituents for being an active member of your community.

Award Notifier User ID¶

This id is the internal system id of the user who will appear as the person who sent a user an award notification. The easiest way to find this id is to navigate to the profile of the user, and left-click on the Edit Points link under their profile picture. In the new page that opens up, copy the numeric identifier in the web address and paste it into this configuration option.

For example, if the user's Edit Points link directed you to http://www.example.com/manage/editPoints/11111, then numeric identifier would be 11111.

Points Explanation URL¶

The Points Explanation URL is a page that outlines and describes each of the types of points a constituent can earn, as well as how to earn them. You can view the Activity Builder (or from your own website) to get a list of the currently-supported activities, and use the Page Builder to create a page with these explanations.

Google Calendar ¶

The Google Calendar is a great tool to help you plan and organize events within your organization. By sharing this calendar on your Red Stampede website, you can spread the word about event dates and times to help your community stay involved with your organization.

Google URL¶

After logging into your Google account, click on the More button in the navigation menu at the top-left of your web browser window and select Calendar. On the left-hand side, under My Calendars click the Settings link to go to your calendar's settings. Under the Calendars tab click on the title of the calendar that you wish to share on your Red Stampede website to go to that calendar's settings. Near the bottom of that settings page, click on the HTML button to bring up the Calendar Address dialog that gives you the web address of your calendar. Copy the web address and paste it into the configuration manager.

Text Above Calendar Link¶

If you wish to give the calendar a specific title, you can enter that title into this configuration setting.

Text Below Calendar Link¶

If you wish to give the calendar a specific footer, you can enter that title into this configuration setting.

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Training Center

Admin Portal¶

Abstract¶

Site Name¶

Candidate's User ID¶

Full Name of Candidate / Organization¶

Purpose¶

Contact Address¶

Contact City/State/Zip¶

Contact Phone¶

Candidate Email¶

RSS Feed Title¶

RSS Feed Description¶

Site Support Email¶

Paypal Cancel Notification Email¶

Blog Collection Count¶

News Collection Count¶

Press Release Collection Count¶

Event Collection Count¶

Website¶

Groups¶

Events¶

Referrals¶

Site Title¶

Site Keywords¶

Site Description¶

Yahoo! SiteExplorer¶

Successful Site Registration Message¶

Site Registration to be From (User ID)¶

Successful Profile Completion Message¶

Profile Completion Message From (User ID)¶

Facebook Fan Page¶

Twitter Username¶

YouTube Page¶

Flickr Page¶

LinkedIn Account¶

X Login¶

X Tran Key¶

Payment Processor URL¶

Subscription URL¶

Subscription Login¶

Subscription Trans Key¶

Test¶

Hosted Button Embed¶

API Key¶

API Secret¶

Application ID¶

Comment Owner ID¶

API Key¶

API Key¶

API Secret¶

User ID¶

WSDL¶

User¶

Password¶

Token¶

Identity/Key¶

Webhook API Key¶

API Key¶

List ID¶

Analytics Key¶

Maps Key¶

Recaptcha¶

Public Key¶

Private Key¶

Award Notifier User ID¶

Points Explanation URL¶

Google URL¶

Text Above Calendar Link¶

Text Below Calendar Link¶

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