PortalProdigy - The Complete Internet Interaction Management System for Small Business and NonProfits
Implement a Professional Association or Trade Group Website

Implement a Professional Association or Trade Group Website

 

  1. Register Domain and Setup Domain Name Service to point your host domain to appropriate IP address supplied by Portal Prodigy.

 

  1. Turn on the following features

 

    1. Broadcasting
    2. Discussions
    3. Documents
    4. Events
    5. Membership Fees
    6. News
    7. Newsletters
    8. Press Release
    9. Surveys
    10. Ask the Expert
    11. Notes

 

  1. Prepare header graphic for home page. (a JPG sized 775 X 65 pixels at 96 pixels per in works well)

 

  1. Update Logo & Title Management page data to customize your site header and footer.

 

  1. If desired create a Splash Page.

 

  1. Add your greeting text or HTML to the Greeting Management page and load Splash page if applicable.

 

  1. On Greeting Management Page, select Mini Browsers to display on Home Page.

 

  1. Select a site template.

 

  1. Customize color scheme.

 

  1. Modify security group default values if desired.

 

  1. Configure User Signup.

 

  1. Define Membership Types.

 

  1. Add menu link to Membership Type selection page.

 

  1. Upload or enter Contact/Member data.

 

  1. Configure a Member Directory

 

  1. Configure a Board of Directory

 

  1. Configure a Staff Directory

 

  1. Configure Committee Directories

 

  1. Add menu link to Directories Selection Page

 

  1.  Convert association’s documentation: forms, manuals, policies, etc into HTML or PDF format.

 

  1. Create document categories and load documents to build knowledgebase.

 

  1. Create one or more of the following Member Exchanges or Classified Advertisements Boards:

 

    1. Speakers’ and Trainers’ Bureau
    2. Resume
    3. Job
    4. Lending Library
    5. Used Parts
    6. Services
    7. Trade
    8. Surplus Capacity

 

  1. Add menu link to exchanges.

 

  1. Configure Newsletter & Publication Types.

 

  1. Add Menu Link to Newsletter Archive page.

 

  1. In Notes Feature Management select default search column fields

 

  1. In Notes Feature Management enter list of Available Actions. Examples:

 

    1. Send Brochure
    2. Return Call
    3. Prospect for Donation
    4. Prospect for Service Contribution
    5. Recruit

 

  1. In Notes Feature Management enter list of Prospecting Types. Example:

 

    1. New Member
    2. Member Renewal
    3. Sponsor
    4. Service Provider
    5. Service Consumer

 

  1. Create Discussion Groups

 

  1.  Add menu link to Discussion Groups selection page

 

  1. Configure the email broadcast feature.

 

  1. Load events.

 

  1. Recruit experts for inclusion in Ask the Expert Feature.

 

  1. Configure Expertise Topics Management Page

 

  1. Configure Ask the Expert Feature Management.

 

  1. Load experts into Contact Database and set Contact Type Management Variables for each.

 

  1. Add menu link to Ask the Expert Option.

 

  1. Configure Press Release Feature Management.

 

  1. Load media contacts.

 

  1. Add menu link to member access Press Release feature.

 

  1. Load Regulatory, Legislative, Executive and Judicial Contacts.

 

  1. Configure LRCA Features Management.

 

  1. Create and broadcast a membership website review survey.

 

  1. Assign content creation, input, administration and maintenance responsibilities and adjust contact record permissions accordingly.

 

  1. Start using the site.