Frequently Asked Questions


       General Web Terminology - Information about the Terms used on the Connection Café

 

What is the Connection Café?

It is an online network for members of CFMA and their staff. CFMA members can use the site to build relationships and network with others who share their interests, specialties or questions. You can also do research and find solutions to your day to day issues in the libraries.

 

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What is a Community?

A Community is a group of people organized around a common subject or theme which is defined by the community name and description. Communities are categorized by community types which include Advisory Groups, Board Committees, Task Forces, User Groups, Study Groups and Member Created Communities.

 

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What is a Network?

Networks link people to each other based on matching criteria. Networks are automatically built based on information you’ve specified in your profile, such as address, job history and education. A network is meant to be a quick way to find people that have something in common with you that you may want to connect with. It lets you know how many people share and lets you find these people.

 

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What is a Forum or Discussion Forum?

Forums are all of the discussion threads around a community where you can leave and expect to see responses to messages you have left. Forums can also be referred to as a discussion forum or a discussion group.

 

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What is an eGroup?

This term may be seen on the Connection Café. It simply means "Discussion Forum."

 

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What is a Discussion thread?

A Discussion thread is a chain of written ideas or opinions (exchanged among two or more participants in an online discussion) shown in the sequence in which they were written by the participants. Through the use of hypertext, discussion threads allow new or old participants to comment at any point and follow the entire discussion from its very beginning to its latest idea or opinion.

 

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What is a Blog?

A blog (a contraction of the term “web log”) is a Web site that allows users to reflect, share opinions and discuss various topics in the form of an online journal while readers may post comments. It is a more relaxed version of an opinion article that would appear in print media, and different from a forum, which is more of an online conversation than article.

 

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What is an RSS feed?

An RSS feed is an .xml file that contains the website’s newest content used to publish frequently updated works—such as blog entries, news headlines, forum discussions, audio and video—in a standardized format. They benefit readers who want to subscribe to timely updates from favored Web sites or to compile feeds from many sites into one place. Instead of visiting multiple Web pages to check for new content, a Web user can look at summaries and choose which sites to visit for the full versions.

 

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What does "authenticated" mean?

Authentication is the process of identifying an individual, usually based on a username and password. Any user that logs into the website is authenticated. Logging into the Connection Café allows the user to post, comment and rate site content including discussion forums, blog entries, and library entries.

Note: [Non-Member Chapter Administrators are provided logins upon CFMA member request]

 

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       Communities & Subscriptions - How to Join Communities, & Edit e-mail Notifications Preferences

How do I find and join a Community?

To join a community navigate to the "All Communities" page and click the Join (3) button on the right of the one you wish to join. You will be prompted with a dialog box asking to verify your e-mail address (4) and how you would like to receive messages from that community (5). When finished, click the Yes Join the Community (6) button at the bottom of the dialog box.

Note: [Some groups are invitation only, and you will need an administrator of the group to add you]



1
Find a Community


2
Join the Community


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How do I invite others to a community?

As a member, inviting others to a community is a special permission the community administrator needs to configure. If setup, a member can invite others by following the steps below.



1
On the community page


On the community page, click the Settings (1) button on the right of its title and a dialog box will pop up with multiple options. Under the “Status” tab, click Add or Invite others (2) and you will be redirected you to the "Invite To Community" page.



2
On the "Invite To Community" page


On the "Invite To Community" page, you will need to construct your invitation message (3), and choose whom you would wish to invite (4). When finished, click Finished (5)



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How do I change the frequency at which I receive e-mail notifications from all or a specific community?



1
Change the frequency at which you receive e-mail notifications from a specific community.

Navigate to the community page which you wish to configure. There, click the Settings (1) button on the right of its title. A dialog box will pop up with multiple options. Under the “e-mail Notifications” tab, click the button (2) below your e-mail address and a list will pop up with multiple notification options (3) , there choose your preferred setting.



2
Change the frequency at which you receive e-mail notifications from all communities.

Navigate to your profile by clicking the user icon on the top of the chapter page. Once there, click the My Account (1) tab, then /Community Notifications/. (2) Under the "Notification Settings" tab at the bottom of the page, click the notification button on the right of the community title to choose your preferred setting.



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How do I leave or unsubscribe to a Community?

On your profile page click the My Account (1) tab, then /Community Notifications/ (2)



1
Unsubscribe From Notifications

If you wish to stay but no longer want to receive e-mail notifications, select the No e-mails (3) button under the “Discussion e-mail” section.



2
Leave a Community

To leave the community, navigate to its home page by clicking the /community name/ (4) under the “community” section then Settings (5) , /Leave Community/. (6)



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What does "Legacy” Subscription mean?

This is a discussion forum subscription option presented in plain text format which allows you to reply from your e-mail client using the standard e-mail message functions "Reply" and "Reply All".

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I received an e-mail stating my subscription was put on "hold."

Your subscription has been held because at least 3 recent discussion forum messages have either bounced by your e-mail system or could not be delivered at all. Your membership can be restored to "normal", by sending the command "unhold" to admin@cfma.org. You can also add noreply@egroups.cfma.org and noreply@notifications.cfma.org to your safe sender list.

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       Discussions & Blogging - Information about Viewing & Interacting with Blogs

How do I read more about a conversation I saw in the General Inquiries Digest?

The messages in the e-mail Digests are arranged in a chronological order. If you would like to read more about any topics, you could do so by clicking the /Discussion Title/ or the /View Thread/ link at the bottom of every discussion as shown in the screenshots below.



1
Discussion Title


2
View Thread


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How can I rate or comment on a library or blog post?

Blogs and library items can be rated by clicking the Recommend (1) button on the right of their title. To comment on a blog post or library, scroll to the bottom of the page under the comment section, click Add (2) , and type your comment in the pop up box. Click Save (3) when finished.



1
Rate


2
Comment


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How do I post to a Discussion Forum?

On the community home page, click the Post to this Discussion (1) button located below the “Latest Discussion Posts” tab. You will be redirected to the "Post a Message" page where you will need to construct your message body (4) and Subject (3). When finished, click Send (5)

Note: [Please be aware that only community members are allowed to post to its forum]



1
On the Community home page


2
Post a Message


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How do I delete a blog entry posted by me?

To delete a blog post, navigate to the blog you wish to delete. There, click the Edit (1) button below its title then Delete Blog Post (2)



1
Delete a Blog


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       Libraries & Files - Information about using Libraries and Storing Documents

What types of files can I upload?

When uploading a file you will be prompted to select one of the following Entry Types:

Standard File Upload:  Use this option when posting any file that falls under the CFMA Intellectual Property Policy Agreement

Copyright Licensed File(s):  Use this option when you want to identify terms of use that differ from the standard CFMA Intellectual Property Policy Agreement

Hyperlink: Use when all you want to post is a hyperlink

Webinar: use when posting a link to a webinar posted elsewhere (when uploading a webinar/video file use the Standard File Upload option)

You Tube Video:  use to embed a video link hosted on YouTube.com

The following file types are now supported:



.3G2

Mobile Video

.AI

Illustrator Vector Graphic

.AVI

Video File

.BMP

Bitmap Image

.DOC

MS Word Document

.DocWRI

Windows Write Doc

.DOCX

MS Word Document      

.EPS

Encapsulated Postscript

.F4V

Flash Video File

.FLV

Flash Video File

.FLV

Flash Video File

.GIF

GIF Image

.GZ

GNU Zip Archive

.HTM

HTML Page

.HTML

HTML Page

.JPE

JPEG Image

.JPEG

JPEG Image

.JPG

JPEG Image

.M4A

Flash Audio File

.M4V

M4V Video

.MOV

QuickTime Movie

.MP3

MP3 Audio

.MP4

MPEG Video File

.MP4V

MPEG Video File

.MPE

MPEG Movie

.MPEG

MPEG Movie

.MPG

MPEG Movie

.MPP

MS Project Plan

.MPT

MS Project Template

.MPV

MS Project View

.MOV

QuickTime Movie

.MP3

MP3 Audio

.MP4

MPEG Video File

.MP4V

MPEG Video File

.MPE

MPEG Movie

.MPEG

MPEG Movie

.MPG

MPEG Movie

.MPP

MS Project Plan

.MPT

MS Project Template

.MPV

MS Project View

.MPX

MS Project Exchange

.MSG

MS Outlook Message

.PDF

Adobe PDF File

.PJPEG

JPEG Image

.PNG

PNG Image

.PPS

MS PowerPoint

.PPSX

MS PowerPoint

.PPT

MS PowerPoint

.PPTX

MS PowerPoint

.PSD

Photoshop Format

.RA

Real Audio

.RAM

Real Audio

.RTF

RTF (Rich Text Format)

.SWF

Flash Movie

.TIF

TIFF Image

.TIFF

TIFF Image

.TXT

Text File

.WAV

WAV Audio File

.WMA

Windows Media Audio

.WMV

Windows Media Video

.WPD

Word Perfect

.XLS

MS Excel Spreadsheet

.XLSX

MS Excel Spreadsheet

.X-PNG

PNG Image

.ZIP

WINZIP Archive



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How do I upload a file?



1
On the community/Chapter library page


On the community/Chapter "library" page, click the Create New Library Entry (1) button. You will be redirected to a new page where you will need to configure the library title (2), description (2) and type (2), when finished click Next (3) and you will be redirected to the "Upload Your File" page.



2
Upload Your Files


On the "Upload Your Files" page click Choose and Upload (4) , to upload your file then Finish (8)



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How can I share a library?



1
On the library home page


To share a library via e-mail, navigate to the library then click Actions (1), Share (1). You will be prompted with a dialog box asking to configure the e-mail (2) address you wish to send the invitation to.  When finished, click Send (3).



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I updated one of my files, should I just upload it?

You can add a file to one previously uploaded and delete the older version, you do not have to go through the whole process of giving it a title or picking a folder again.



1
Remove the Original


Navigate to the library in which you file is located, click Edit (1) then Next (2). You will be redirected to the library directory.



2
Upload New File


Cick the Delete (3) icon on the right of the file to delete the current version, then Choose and Upload (4) to upload the new version.

Note: [ We recommend keeping the original file name in case it is linked anywhere on the website ]



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        Profile - How to Update your Profile & Manage Contacts

How can I add / delete contacts?



1
Delete Contact

Contacts can be managed from the “Contact” page located on your profile under the My Connections (1) section, Contacts (2). To delete a contact, simply click the Remove Contact (3) button on the right of the contact info.



2
Add Contacts

To find a member/user to add to your contact list, you will need to search for them using the Find Member (6) form located on "Member Directory" (5) page, then click the Add as Contact (7) button on the right of the contact info.



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How can I update my profile and contact information?



1
Edit Contact Info

On your profile page under the My Profile (1) section click the /Edit Your Profile/ (2) link to be redirected to the “Contact Information” page, then Edit (3).



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        Events - How to Find / Sync Events



CFMA Recommends the use of Firefox Web Browser for Event Registration, Management & Website Administration.


How do I find upcoming events for CFMA?



1
List View


The calendar and events are found under the "Events" (1) tab. To view upcoming events in a list format click the /Upcoming events/ (3) link under the events tab. For additional information on each event, click the event's title.



2
Calendar View


To view as a monthly calendar, click the /Calendar/ (2) link under the "Events" tab and double click on the event for additional information. To search for events based on keyword or event type click the Show Filter (4) button.



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How do I sync events to my calendar?



1
Download the (.ics) file


On the event's Detail page, click the Download to your Calendar or the Add to Calendar button. This will create an iCalendar (.ics) file you can import to MS Outlook, iCalendar or any other calendar software that support the (.ics) format.



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How do I add or update events?

To have events added to the calendar or update existing events please contact a member of the local chapter Administrative Team.

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How do I register for events?

We have prepared a downloadable event registration help document.
Please use this PDF if you are unsure of the steps to take for event registration.

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        Website Admin Tools - Administrative documents and information (Membership Builder FAQ's)



CFMA Recommends the use of Firefox Web Browser for Event Registration, Management & Website Administration.


Can I increase the traffic to my website?

Using this PowerPoint Presentation, you can gain understanding on how using Social Media can drive traffic to your site.

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Where can I find documentation on the system?

You can find updated documentation here from our vendor Higher Logic.

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How do I make basic changes to my website?

You can make basic changes to your website after viewing this PowerPoint Presentation.

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How can I attach a PDF to my chapter event description?

There are two ways to attach a pdf to an event description.



1
Hyperlink


If the (.pdf) file is from an external website or another chapter, you can attach the pdf link using the [Insert/Edit link] (1) tool.

  • Click the [ Insert/Edit link ] tool.(1)

  • Paste the pdf link you copied from the external website in the (URL) input field.(2)

  • Type the hyperlink text (3) (Ex: Click here , See attached pdf)

  • Set the (URL) title (4) (EX: 2017 Convention REG pdf)

  • Set the (URL) target (5), (
    none: the pdf will open in the same window
    New Window (Recommended): The pdf file will open in a new window )

  • Click OK (6)


2
Upload the (.pdf) file


To upload the (.pdf) file, follow the steps below

  • Click the [ Insert File ] tool.(1)

  • A dialog box will pop up, Click the [ Upload ] (2) button and choose the (.pdf) file you wish to upload

  • After uploading the file, with it selected (3) click Insert (4)


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How to set up an Event?



1
Navigate to the "Community - Event List" page


On your chapter website, sign in then scroll to the very bottom of the site, and click the “Admin(1) link.
On the very next page click the “Manage Events(2) link.
On the “Community - Event List” page, click the Add an Event (3) button to be directed to the "Create/Edit Event" page.



2
On the “Create/Edit Event” page


  • Enter the event’s title
  • Select Chapter Meeting in the event type’s dropdown list.
  • Enter the event’s start date and time.
  • Enter the event’s end date and time.
  • Select a Time Zone.


3
In the “Event Location” section:


  • Select the country in which the event is being held. (5)
  • If event’s attendees will participate in person at a physical location: Make sure the “In person at a physical location(6) box is checked and enter the Venue and Address. (7)


4
Contact Information & Description section:


In the “Contact Information” section, enter the person (8) to contact along with an e-mail address (9) or phone number (10) in case a registrant needs more information regarding the event, then enter the events description in the Description section. (11)


Before moving on to the next step, please make sure a PayPal account is set up for the chapter if you plan on accepting payments online.



4
Registration Setup: Simple registration


Simple registration available options:
  • Set type of Currency (12)
  • Set maximum registrants (13)
  • Set a price for early or late registrants. (14)
  • Set different prices for member and non-member of your community (15)


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4
Registration Setup: Full registration


Full registration available options:

  • Set type of Currency (12)
  • Set maximum registrants (13)
  • Set a price for early or late registrants. (14)
  • Set different prices for member and non-member of your community (15)
  • Add registration choices (16)
  • Add sessions (17)


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How can I set up my PayPal account to work properly with the event system?

Instructions for setting up a PayPal account can be found here.  In order for your PayPal account to be configured properly, you can view this document for instructions on setting your PayPal Website Payment Preferences.

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What is Membership Builder and how can I use it?

Membership Builder is a Chapter Administrative tool which can be accessed at Membership Builder.
Membership Builder FAQ's.

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How can I obtain a list of current members of my chapter?



1
Navigate to the Community Report page




To obtain a list of current members of your chapter, click the Settings (1) button on the top right of your chapter website, then in the drop-down menu under the Administration section, click /Reports/ (2)



2
View the report



On the Community Report page, click the button (4) on the right of the “Current Community Members” (3) section to obtain a report of current members of your chapter.



3
Export the report



Click the [Save] (5) icon to export the chapter report being displayed.

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Are there any domains or IP’s that my IT team should white-list for e-mail delivery?

If you wish to have the domain or IP addresses white listed that send e-mail for the Connection Café/Chapter Website, please communicate the below information to your IT team.

Domain:
connectedcommunity.org

IP’s:

54.240.14.31
54.240.14.32
54.240.14.78
54.240.14.79
54.240.14.80
54.240.14.106
54.240.14.216
54.240.14.217
54.240.14.218
54.240.14.219
54.240.14.220
54.240.14.221

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I am receiving an error that states “Unable to load registrant classes” when editing an event

You can correct this issue by clearing browsing history/cookies and updating java to the latest version. If either of these solutions do not work for your system, please reach out to CFMA’s website support, Billy Maceus, Chris Mitchel.

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Chapter/Community Newsletter & E-blast Training

You can view our training video instructing how to send Chapter/Community Newsletters & E-blasts here.

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