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.


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.


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.


What is a Forum or Discussion Forum?

Forums can also be referred to as a discussion forum. Forums are all of the discussion threads around a community, and function in a similar fashion to listservs.


What is an eGroup?

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


What is a discussion thread?

Discussion threads can be found within Internet boards, blogs, E-mail list servs and even on news sites where comments can be posted. It is generally defined as one topic under discussion by a group. The thread is a single focused topic, in most cases, and all comments concerning the topic are listed with it.


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.


What is an RSS feed?

An RSS feed is a family of Web feed formats 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.


What does "authenticated" mean?

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. Please note, advisor staff and virtual assistants are provided logins upon CFMA member request.


       Discussions, Communities & Subscriptions - How to Post, Join Communities, & Edit Email Notifications Preferences


How do I post to a Discussion Forum?

To post to a Discussion Forum, you must first subscribe to the forum. To do this, find “My Subscriptions” under the Discussions Tab. This will provide you with a list of communities you may subscribe to. You select the frequency at which you receive E-mail notifications. Click “Save” at the bottom of the page. Once you have done this you will find the community in your drop down list when you post a message.

Click on "Post a Message" under the Discussions tab; click Discussions in the Click 'n Go section, then click "Post a Message" or click one of the Quick Post links in the Point & Post section. Select the group you wish to post to, enter a descriptive subject, then enter your message using the WYSIWYG editor. Click send.


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

The messages in the Email Digests are arranged in a chronological order. Following the below screenshots will assist you in viewing the conversation more effectively. From the Digest email you can click “View Thread” on any particular message and that will allow you to view the whole conversation for that single discussion topic/thread.

Screenshot 1 (top of digest email):

Screenshot 2 (single message in digest email):


How can I create a Study Group or User Group?

You can create a Study Group, User Group, Accountability Group or any other group of members you wish to. Click on Communities in the Click 'n Go section or click on "My Communities" under the My Profile tab. Click on the link "Create a New Community" or the green plus sign. From here you select the name, type (study group, user group, etc.), who can join and view your community and whether or not you want an eGroup and Library associated with your community, both of which are strongly recommended, but not required.


How do I join a community?

You may join study groups, user groups and knowledge centers that are established as open to all members or open to all authenticated users. Some groups are invitation only, and you will need an administrator of the group to add you.

To join an open group go to the Directory tab and either Find a community or you may pull up a list of communities to select from. Click on the name of the community you would like to join. Click on the “Join Community” box. Click OK to confirm, then select the type of notifications you wish to receive.

To leave a group at any time you may click on “Leave Community” and confirm by clicking OK.


How do I invite others to a community?

Only an administrator of a community can invite others to join. To determine the administrator go to the Directory tab and either Find a community or you may pull up a list of communities to select from. Click on the name of the community. Click on the Members tab. In the window with members listed click “Show community administrators”.


How do I leave a Community?

You can choose to leave or “unsubscribe” from a community by visiting your My Subscriptions page. This page is located under My Profile, Profile, then My Subscriptions. If you wish to stay in the community but stop recieving email notifications you can select the “No Emails” button for that specific community and press “Save”. Otherwise to leave the community, you will select the “Un Subscribe” button for that specific community and press “Save”.


How do I change the frequency at which I receive e-mail notifications?

You can control notifications regarding Contact Requests, Community Invitations, Regular Messages and Comments by clicking My Profile, then My Privacy Settings. From there you can change the e-mail address there notifications are sent to as well as whether or not members can contact you.

For e-mails from communities and their respective forums, you can select your e-mail preferences when you join each community. You can choose to receive e-mail notifications daily, in real time, or you can opt out of receiving e-mail notifications. If at any point after joining a community you want to change your e-mail notification settings, roll your mouse over the Discussions tab at the top and click the My Subscriptions option from the drop down menu that will appear. From there you can change your settings.


What does "Legacy” Subscription mean?

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


I received an email stating my subscription was put on "hold."

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


       Libraries & Files - Information about using Libraries and Storing Documents


How do I upload a file?

On the Libraries tab select Add a New Entry. Then complete the following steps:
1. Enter a Title - make it descriptive, not "Article", but rather "Tax Changes 2012 - an Article by John Doe"
2. Enter a brief description.
3. Select a Library from the pull down menu.
4. Select a folder.
5. Select the type of entry you are creating. (see below on What types of files can I upload? for further information)
6. Click Next
7. Depending on the type of entry you upload you will be given a variety of options. If you need more step by step instructions see Tutorials and User Guides.
8. Add tags when prompted to aid in searches.
9. Click Finish


What types of files can I upload?

When you upload a file you will be prompted to select one of the following "Entry Types":
Standard File Upload - use when posting any file that's use 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

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
GZ GNU Zip Archive
M4A Flash Audio File
M4V M4V Video
MOV QuickTime Movie
MP3 MP3 Audio
MP4 MPEG Video File
MP4V MPEG Video File
MPP MS Project Plan
MPT MS Project Template
MPV MS Project View
MPX MS Project Exchange
MSG MS Outlook Message
PDF Adobe PDF File
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
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


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, tags, picking a folder again. Use the following steps:
1. Click "Edit" in the right hand menu area when you are looking at the document you are updating.
2. On the Attach Files page "Browse" to find the file you want to upload
3. Click "Upload Files"
4. Click" Next" once the upload is complete.
5. Click "Next" and skip a screen of descriptions
6. Click "Finish" unless you feel like changing tags
7. Click "Delete" next to the old version you don't need any more. NOT the "Delete" with the red X in the Actions box.
The red X deletes the entire document.


How can I share an item from the Libraries?

When you’ve found an item you want to share, click the title of the document. The title is a hyperlink. This will then be the only document appearing on your screen. Click the Share option on the right side of the box. A pop up will then appear prompting you to enter the first and last name and e-mail address of the person you want to share the document with. You may edit the prefilled message and the click “Send”.
Note: You will only be able to share items that the recipient is authorized to view.


How can I bookmark an item for future reference?

If you want to bookmark the document for your own future reference, click either the heart on the right side of the document, or the words, “Add to Favorites.” The same document will then be included in the “My Favorite Files” section under Libraries.


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

Blogs and library items can be rated by clicking on the stars next to the entry. You can click as few or as many stars as you want to convey your rating. Five stars denote the best possible rating, while zero stars indicate to rating at all. To comment on a blog post, scroll to the bottom of the blog entry, click “Add a Comment,” type it in the pop up box and click save. To comment on an item, be sure you have clicked the title, so that you only see one item on the page. Please note that one item may have multiple files attached to it. Click “Add comments and type your comment in the pop up box and click save.


What is a permalink?

To share a resource in the library or glossary, use the Permalink listed below the star rating. The URL in your address bar may change and not work for others. The permalink will always work. "Perma" stands for "permanent."


       Blogging - Information about Viewing/Interacting with Blogs


When posting a new blog entry, how do I control who can view or comment on the post?

There are four options available to you for viewing:
  Public: Anyone can view this blog. They do not need to be logged on.

Authenticated: Members, Members' Staff and CFMA Support Team will be able to view the blog.

CFMA Members: At this time only a CFMA Member is able to reply and create blogs.

My Contacts: Only people in your My Contact list are able to view your blog posting.

There are four options for allowing comments on your blog:
  Authenticated: In order to comment on your blog, a site user must be logged into the site.

CFMA Members: Full CFMA Members, this excludes staff who may have access to the site.

My Contacts: Only people in your My Contact list are able to comment on your blog posting.

No Comments: No Comments Allowed keeps all from commenting on your blog.


How do I delete a blog entry posted by me?

View your blog entry, and on the right side of the entry you’ll see a box with your profile photo and links to click for rating or commenting on the post. Below those links, you will also see a red “X” next to the words “Delete Blog.” You can click either the words or the “X” to delete the blog post.


How do I import my external blog to the Connection Café?

While you cannot set an automatic importing of your external blog to the Connection Café, you can copy and paste a blog entry into the body of the Create New Blog page.


       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?
How do I sync events to my calendar?
How do I add or update events?
How do I register for events?


How do I find upcoming events for CFMA?

The calendar and events list are found under the Events tab. You can view as a monthly calendar or in a list format. You can search for events based on keyword or event type. In the Upcoming Events view click on “Details” for additional information on each event. In the calendar view double click on the event for additional information.


How do I sync events to my calendar?

When displaying at the details for an event you wish to add to your calendar you will see a link to “Download to your calendar”. This will create an iCalendar (.ics) file you can import.


How do I add or update events?

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


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.


       Profile - How to Update your Profile & Manage Contacts


How can I update my profile information?

Click on My Profile on the menu bar or on Profile directly below your name.
Click on "Edit Your Profile " just below your address block on your profile. If prompted, log in using your member Login ID and Password.
Click on "Edit" to start updating your profile. Complete all of the fields that apply to you.
Click on "Save" after editing your profile, and then review your changes and press "Confirm" to apply your profile changes.

You can also edit your Bio, Industry Classification, and other information pertaining to your Connection Café account by clicking on the right hand side settings drop down arrow.


How can I make/add/delete contacts?

Contacts can be managed from the My Contacts page. This page is located under My Profile, Profile, then My Contacts. To find a contact to add you can search for them using the Find a Member page located under the Directory. When you have found the contact you want to add you can add them using the “add as contact” button. This will send a contact request to that individual.

To remove/delete a contact visit the My Contacts page, find the contact you wish to remove, and then click “Remove Contact”. They will be removed from both individuals contact lists.

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


Where can I find documentation on the system?

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


How do I make basic changes to my website?

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


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

Attaching a PDF to an event is performed with the “Insert link” tool. For event descriptions prior, there were Image Manager & Document Manager icons which are still present on your sites content items. The process for attaching a PDF/file to your event is as follows:

  1. Click the “Insert/edit link” icon in the editor toolbar/edit
  2. Click the icon to select/upload a file for your link
  3. If uploading a file, click “Upload” and select your file(s) to upload
  4. Check the box in the list for your PDF/file to be linked (If you uploaded the file in the previous step it should be pre-checked)
  5. Click “Insert” to insert the link into the Url section of “Insert link”
  6. Click “Ok” to link the text to your uploaded file


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.


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.


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.


Are there any domains or IP’s that my IT team should whitelist for email delivery?

If you wish to have the domain or IP addresses whitelisted that send email for the Connection Café/Chapter Website, please communicate the below information to your IT team.




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

If you are receiving the below error:

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 Webmaster, Chris Mitchell.


Chapter/Community Newsletter & E-blast Training

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