Getting Started: 5 Printable Checklists for Success

Transcription

1 Getting Started: 5 Printable Checklists for Success This printable document is designed for you to use as an organizational tool during set-up of any or all of the Online modules. Jackrabbit s flexibility and progressive features allow you to either gradually roll out online registration or aggressively debut all the features in one day. The most important way to ensure a successful roll-out of online features is to have several of your customers (both the technically challenged and high tech) go to your website with NO training and see if they can easily navigate to and use the online registration features. Also make sure your staff has used the features as a customer would, so that they are familiar with the forms and notifications. The following checklists can help you stay organized during online implementation. Print this document and use the boxes to check-off or initial each step as completed. Methodology for Successful Rollout of Online Registration - ALL MODULES I understand there are four separate modules that can be integrated, and I understand that each one has set-up instructions and its own html code for integration. I realize I can choose to implement any or all of the modules. I have found my ORG ID # and it is. (Found in your database under Tools>Website Registration). I understand my specific ORG ID # must be used in each html code to point to my specific database. I have selected WHICH modules of Online Integration that I wish to proceed with and I can locate the set-up information for each module in this Help Center. I know that I have access to integration help on the Integration Assistance page in this Help Center. I have seen several examples of integration (portal links, class listings tables, etc) on some of the Client Websites listed in the Website Examples, and I have a good idea how I want my integration to look and function. I can edit the pages in my own website OR I have a web developer that edits the pages for me. I understand my web developer will need access to my database in order to know the names of all my Categories, Sessions, Locations, etc. to make customized class listings tables for me. I understand these values are created by me under Tools>Edit Drop Down Lists. Please see the following pages for checklists for EACH individual module.

2 Customer Portal steps for Successful Rollout The Customer Portal is a simple link which allows your EXISTING customers to log into their account via your website 24/7 and make updates to their account, such as making payments, checking account balances, updating information, enrolling in classes or events, etc. (You control what the Portal allows). Preparation: log into your database and also the Help Center under the Customer Portal section. There are several pages regarding Portal set-up and use. Read through each of the pages briefly, and be ready to set-up your Customer Portal! Task: Follow instructions on the Portal: Set-Up page (estimated time 15 minutes to complete). Task: Check your portal set-up by logging in as your customers will, as shown on the Portal: Testing and Link page. Decision: Decide WHERE you want the portal link on your website pages. Task: In your website editor, insert the link for your portal login page and save/publish/update your Task: Ensure your staff is familiar with the portal, the notification system, and how to handle payments and registrations that come in via the portal. Task: Notify your customers on how to start using the portal from your website (suggestions are on Portal: Customer Access page). Remember you can also insert a link to your portal in s and newsletters. daily basis. Task: Use the information on the remaining School Portal pages to USE your portal effectively on a Complete! Relax as your customers can now manage their account online and save your staff endless hours of phone calls and paper forms.

3 Registration Form steps for Successful Rollout The Registration Form is a simple link which allows NEW customers to establish a family account and register for classes via your website 24/7. We highly recommend using the Class Listings tables in conjunction with the Registration Form. The Registration Form should be set-up prior to using the Class Listings tables. Preparation: log into your database and also the Help Center under the Registration Form section.. There are several pages regarding Registration Form set-up and use. Read through each of the pages briefly, and be ready to set-up your Registration Form! Preparation: Have a copy of your legal agreements handy for copying. Know which credit cards you will accept. (If you do not yet have a merchant account please review our E-Commerce User Guide to get started). Know which (s) you would like to use for receiving registration confirmations. Task: Follow instructions in on the Web Reg Set Up Part 1 and Part 2. (estimated time 15 minutes to one hour depending on the length of your legal policies and text box paragraphs). Task: Check your Reg Form by following the instructions on the Web Reg Testing and Link page. Task: Ensure your staff is familiar with the Reg form, the notification system, and how to handle registrations that come in via your web Task: Use the information on the remaining Web Reg pages in the Help Center to know how to USE the online registration system effectively on a daily basis. If you are going to use the Class Listings tables, STOP HERE (Reg form set-up work is complete) Decision: If you are NOT going to use the Class Listings tables as recommended, then decide WHERE you want the Registration form link on your website pages. Task: In your website editor, insert the link for your Registration form and save/publish/update your Complete! Relax - new customers can now find all your class information directly on your website, create their own account, and register for classes, saving your staff endless hours of phone calls and paper forms.

4 Class Listings steps for Successful Rollout The Class Listings summarizes your classes and information about them in organized user-friendly groups (called tables). New and Existing customers can use the tables, which are displayed directly on your webpages. The tables are highly customizable and you can control what is shown and in what groups and order. To use the tables for online registration, you must set up the Registration Form first. Preparation: in the Help Center, go to the Website Examples, Client Websites and look over several examples notice how you (or your web developer) can customize the grouping of classes, the columns shown, the sort order of the classes, etc. Task: Review the pages under the Class Listings Tables section in the Help Center Decision: Decide HOW you want your classes grouped/filtered (if at all), which columns you want shown, and any sorting or other custom needs. Use the information and examples given on the various subpages to create each table. Ensure your classes can be grouped the way you want based on your Category code names, Session names, and Location names. Create new Category codes if needed and assign classes that are applicable to it so they can be grouped together. Task: If you are using a web developer, give him/her access to your database or provide him/her with all your Category names, Session names, etc. (found in Tools>Edit Drop Down Lists). You may also you re your web developer access to the Help Center. Decision: Decide WHERE you want each table on your webpages. Remember you can place any table anywhere, they do not have to be on the same page. Task: In your website editor, insert the html javascript code for each table desired. Task: Ensure your staff is familiar with the registration notification system, and how to handle payments and registrations that come in via the registration form. Complete! Relax as your customers can now enjoy an easy online registration experience and save your staff endless hours of phone calls and paper forms. Remember you can always add, remove, change, edit, re-organize your tables at any time!

5 Events steps for Successful Rollout The Event Form is a simple link which allows NEW AND EXISTING customers to register for an Event via your website 24/7. Events are shown ONLY via an Event Calendar. Preparation: log into your database and also the Help Center Events Online section. Notice there are several pages regarding Events set-up and use. Read through each of the pages briefly, and be ready to setup your Events online! Task: Create a Test Event and add an Event Date. Access this event through Tools>Website Registration>Event Calendar/Registration, and experience what your customers will see and do via your website Event calendar. Task: In your website editor, insert the link for your Event Calendar and save/publish/update your Task: Ensure your staff is familiar with Events, the notification system, and how to handle event registrations that come in via your web Complete! Relax - new and existing customers can now register for your special Events directly on your web