>

Internet Solutions Essential

From DARSwiki
Jump to: navigation, search


Preface

This article will be updated on a regular basis. Updates may be required in response to updates to DARS or changes to business processes or errors.

Refer to DARSWiki Conventions for information on icons and other conventions which may may apply to this article.

Ensure you are familiar with the Data Protection laws before adding data to records in DARS. Refer to DARSWiki Further Help for further information and relevant links.

Please think twice before printing this article. If a printed copy is necessary, ensure it is printed double-sided and always recycle old versions.

Introduction

This article serves as a reference guide to the BlackBaud Internet Solutions (BBIS) element of DARS. It covers areas such as navigating BBIS, designing page layout, templates and styles, managing content parts and creating forms.

You will require the BBIS web editor or web developer role in order to access and use the functionality described in this user guide. If you are unsure of your role and access rights to the DARS system, please contact the DARS Helpdesk (see DARSWiki Further Help for contact details).

This training user guide is split into the sequential sections listed below. To jump straight to a particular section, please click on the section headings below.

BBIS Interface and Navigation
BBIS Website Design
BBIS Forms
BBIS Parts

Overview of BBIS

Blackbaud Internet Solutions (BBIS) is an easy-to-use system for creating and editing websites that directly integrate with the database. BBIS provides website tools for visitors, alumni and donors to register as members of BBIS, sign up to events, update their database profile and contact details, join groups of interest, manage their communication preferences, search for fellow alumni, process donations to the University of Oxford. Many college and departments manage their own BBIS alumni or giving websites as part of a larger website community.

BBIS v3.0 New Features

Self-service passwords – Alumni and BBIS users alike can now manage their own passwords through the new password reset tool, rather than relying on password reminders (and contacting the Office to request a reset).

Improved browser compatibility – Manage the content and appearance of your site in a range of browsers including IE, Chrome, Firefox, Safari and more.

Friendly URLS – All pages, images and documents can now be given friendly URLs by default, resulting in a better experience for visitors and higher rankings for your website in search engines.

New use of ‘Files’ – Documents are now stored as ‘Files’ on BBIS meaning you don’t need to add parts to your site to display these, and they can also have friendly file name URL’s.

Easier editing – A new ‘ribbon’ style editor makes it easier to create and amend Formatted Text and Image parts (and others); there are also now quick links to the editor from the Page Builder.

Bulk file management – Pages, documents and images can now be moved or deleted in bulk, with easily visible buttons, and documents and images can also be bulk-approved. You can arrange pages, documents and images into folders too, making them easier to manage, and deleted pages and parts can be recovered from a deleted files repository if necessary.

New profile update forms – Give your alumni greater choice over which postal addresses, phone numbers and email addresses they would like recorded as primary on DARS.

Copy Pages – You can now make copies of pages and edit/use them as templates saving you time when managing themed websites. It allows you to choose whether you wish to use the same parts as the original page or create copies of each part.

Personal Notes – A new Personal Notes part provides a place for website users to communicate their life changes, share narratives, and provide other personal information to you, all of which are captured into constituent documentation notes.

Query Results Display – It is now possible to display the results of queries built within DARS on web pages, subject to Data Protection considerations, enabling much more dynamic content to be presented to alumni and friends.

Flexible communication preferences – Alumni will now be able to set communication preferences for multiple email types; this means that we can remove the need for a Net Community Preferred email address type.

Responsive design – It is easier in v3.0 to toggle between desktop and mobile views when managing responsive design elements.

Advanced donation forms – A more customisable online giving capability is available for advanced website developers to utilise in 2014.

Performance improvements – There have been various performance improvements, including that designation search on giving pages will now load more quickly for donors.

Better transaction processing – Online donations are now managed through the standard Enhanced Revenue Batch in DARS, supported by much-improved criteria for matching constituents.

Survey Part fix – The essay question now allows website users to enter more than 255 characters on the ‘essay’ question. (Note: Ignore the message which states that it is limited to 255 characters.)

In-built tutorials – You will now be able to access a range of video tutorials; for example in the Pages and Templates area there are a range of hints and tips on how to create content and manage pages.

Tutorial Videos

Tutorial videos are available on a number of pages in BBIS, and can be accessed from the View tutorial button toward top right of page. For example, the Pages & Templates area has videos on creating pages, adding content to pages and adding pages to menus.

These videos are produced by Blackbaud, and therefore will not include any Oxford specific customizations or business processes information.

Next chapter: BBIS Interface and Navigation

Personal tools
Namespaces
  • Page
  • Discussion
  • Variants
    Actions
    Navigation
    DARS User Support
    DARS Support Centre
    Advancing Oxford
    Tools