Using Quick Start Sites

One of the most important events for an organization is the Annual Conference. With its dedication to conferences and other key projects, this iMIS microsite can be customized by your organization with your own unique content. Tailored sites can maximize the impact of your conferences, without affecting your main site; iMIS seamlessly integrates content between your various sites.

The Annual Conference Quick Start Site is built using the London_Responsive theme to allow access from any device.

This site renders a version of your Annual Conferencesite that is optimized for use on mobile devices for both members and staff. Annual Conference Mobile is especially handy for members and staff while attending conferences. This site promotes quick access to personalized programs, activities, event feeds, and provides instant look-up directory profiles of other attendees.

The responsive Donor site offers a rich and highly customizable experience for fundraisers. It's easy for your members, donors, and prospects to make and share easy donations. It is the perfect way to spread the word about your organization’s missions and fundraising goals, including immediate fundraising needs. The Donor site offers a rich experience for your donors, members, and the general public.

With all of the key capabilities and familiar look of a Member site, the Member Responsive site adds the flexibility to truly take advantage of the engagement opportunities that iMIS delivers. The iMIS Member Responsive site enables users to access your sites from a variety of different devices – from regular desktop computers, to the latest smartphones that your busy members use to stay in touch – and stay engaged with your products, events and offerings.

The Member Responsive sites respond to the screen size of the device on which it is being accessed. The site looks like a regular Member site on a large device, like a desktop computer:

The Member site offers a rich self-service experience for your members and prospects. This site enables you to choose from a variety of visual themes, change navigation in just a few clicks, and add any number of query-driven dynamic content items to present dynamic information to your site visitors.

With its modern look and streamlined placement of key information, your members interact with a site that inspires engagement. With many diverse areas to visit and participate in, including Membership, Events, Shop, Give Now, and Communities, iMIS Member is designed to provide a self-service experience, membership engagement and connection, and intuitive navigation.

The Member Mobile site renders a version of the Member site that is optimized behaviorally and formatted for use on smartphones and tablets.

Your organization can engage with and energize your members with iMIS Member Mobile. Smart phones, tablets, and other mobile devices present a streamlined view with easy access to key areas of your organization’s site. The Member Mobile site is an easy connection for members and staff on-the-go.

To create your own personalized website that makes full use of content items and SOA, you can copy a Quick Start Site and make changes to the copy.

When you copy a website, iMIS duplicates the site navigation and content records for the new site.

1. Navigate to RiSE > Site Builder > Manage websites
2. Expand the Quick Start Sites folder.
3. Select a website from the list of websites and review the following fields before you proceed:
   • (Properties tab) Make sure the folder selected for the Website-specific parent content folder field contains the content unique to this website. Only the content in this site-specific folder will be copied. Any content shared with another website should be placed in a separate, shared folder.
   • (Look and feel tab) The Folder containing template content is normally a sub-folder of the parent folder. If the template content (footer area, header logo, and so forth) is stored in a different folder, select that folder instead.
4. Copy the website.

   1. Select Organize > Copy.
   2. Select the folder where you want to paste the new website.
   3. Select Organize > Paste.
   4. Enter the Name of the new website. Do not use special characters or punctuation.
5. Select the copied website, and click the expand icon in the Status area.
6. Confirm that the Is this website active? option is enabled. If needed, activate the website, and Save your changes.
7. Publish the website. Choose Publish children as well to publish all descendents of the website, such as navigation items.
8. Publish the new website’s content.

   Note: When creating a copy of a Quick Start Site, the copied website’s content will not be included in search results until the content has been published and the Default Website (for search) has been selected for the copied website’s content folder. The copied website automatically selects itself as the Default Website (for search). To change this selection, select the copied website's content folder, and choose Edit. In the Properties tab, you can remove or select a Default Website (for search).

   1. Navigate to RiSE > Page Builder > Manage content.
   2. Select the copied website’s content folder. Red bars displaying beside content records indicate that their status is Working.
   3. Select Publish.
   4. Choose the correct publishing option and click OK.
   • Publish Working Items Only - Publishes only the content records that currently have a status of Working. Selected objects that are in any other state are ignored.
   • Publish All Items - Publishes all of the content records regardless of their status. The Updated on date will reset to the current date. Objects that are currently in a Published state have their Date of publication reset to the current date. However, if the Date of publication was manually overwritten, the date remains unchanged.
   • Publish Working Items, Regenerate Published Items - Publishes all of the selected definition objects regardless of their status. The Date of publication remains unchanged for objects that are currently in a Published state. The Updated on date will reset to the current date.
     
     

As each folder and content record publishes, the status will change from PublishPending (represented by a yellow bar that displays beside the content record) to Published (no bar will display).

Note: If the website is hosted on a separate web server, publish the Core Content folder.

Note: If the website you copied contains URL shortcuts, be sure to review those shortcuts in your new website to determine if you need to create fresh shortcuts. For example, when you select the iMIS logo in the Member site, the page redirects to the shared Member Home content record. When you make a copy of the Member site and you select the iMIS logo from the new site, you will be redirected to the same shared Member Home content record. To resolve this issue, create a fresh shortcut that will point to your new Member Home.