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Subscribe to Automated Staff Notifications
Your system can be automated to send notifications when certain events occur. For Example: An automated notification can be sent to a staff member when an On-line Membership Application is submitted. Notifications can be assigned by clicking your name in the system header bar and choosing the My Notifications li…
Categories
Categories allow you to create filtering and grouping options for such things as member directory, store items, web content etc. It is recommended that you use categories: * If intended for public or internal use and is used to segment records into groups. For example: You may have categories of products in your …
Add a Job Posting in the Info Hub
Given Create access to the Info Hub, your members may add new job postings to the Info Hub. NOTE: If you have renamed Job Postings to your specific terminology, your custom terminology is displayed. The instructions below use the system terminology. * Click Job Postings in the left-hand navigation. * C…
Add a Testimonial in the Info Hub
Members may add testimonials via the Info Hub. NOTE : Members must have at a minimum Create access to add testimonials. NOTE: If you have renamed Testimonials to your specific terminology, your custom terminology is displayed. The instructions below use the system terminology. * Click Testimonials in …
Customize Home Page Referral Message
copy and paste. Modify height and width if desired. This will customize the message in the "Refer Others" block on your Info Hub homepage. * Click Setup in the Navigation Panel. * Click Info Hub Settings in the Website section.. * Click into the text box under "Home Page Referral Message" and add/edit the …
Configure Info Hub Forum Categories
Categories are the top-level organization of your forum. Well-defined Categories will help your members find the information they seek and will minimize confusion. The forum module can have multiple categories, underneath which will be your forum topics. Categories may only be added by staff from the back-office…
Create Info Hub Forums
Each of your forum categories are sub-divided into multiple forums. Forums may only be added by staff from the back-office. NOTE : If you have changed the word Forum to a custom term, your term will be displayed in the back-office. The instructions below use the system terminology. * Click Setup in the left-…
Edit Testimonials in the Info Hub
Members who have submitted testimonials may edit the testimonials they have submitted. NOTE : The member must have at a minimum Edit access to Web Content in the Info Hub. NOTE: If you have renamed Testimonials to your specific terminology, your custom terminology is displayed. The instructions below use the…
View Coupons in the Info Hub
Your members can view and add coupons via the Info Hub. NOTE: If you have renamed Coupons to your specific terminology, your custom terminology is displayed. The instructions below use the system terminology. * Click Coupons in the left-hand navigation. You can view the coupons in a card view, or click th…
Set Phone Number Formatting
To ensure data is consistent in the system, you can set phone numbers to have a required format such as (###) ### - ### for 9 digit numbers and 1- (###) ### - ### for 10 digits numbers that start with 1. NOTE: International customers have the ability to enter that phone in a format that makes sense for your country…
