Red Stampede User Guide: Platform Applications

Neal Harrington | sales@redstampede.com | 704.578.1248 | 6701 Fairview Rd., Charlotte, NC 28210 | www.redstampede.com
REDSTAMPEDE REDEFINE POSSIBLE
PLATFORM / SITE APPLICATIONS
 OVERVIEW
 SITE / PLATFORM MANAGER
1. Configuration Set tings
2. Features: Enable / Disable
 DESIGN / THEME MANAGER
1. Site Graphics Manager
2. Rotat ing Banner Manager
3. Upload Manager
 CONTENT MANAGER
Pages Bui lder
Menu Bui lder
Press Release Builder
News Stories Builder
 CONSTITUENT MANAGER
Volunteer Builder
Act ivi ty Builder
Pledge Your Suppor t Builder
 FUNDRAISING MANAGER
Donation Page Setup
Donation Landing Page Manager
Personal Fundraising Page Setup
1

OVERVIEW
The first integrated online management solution for political
and nonprofit organizations.
Red Stampede allows you to easily
manage your website, constituents, communications,
fundraising, database, and analytics from a single secure cloud
based platform.
The site is managed through the “Admin Portal” –
a web based
site and content management system designed to allow site
Administrators (“Admins”) to control and operate their entire
online operation based on their specific needs.
The Admin Portal automates several site tasks and functions
that are unique and customizable by each user; and integrates
with any existing system that has an API. Currently, we have
programmed and integrated email platforms
such as
MailChimp, database systems
such as Salesforce, payment
processors
such as Authorize.net and PayPal, instant
messengers such as Olark, spam filters
such as Recaptcha,
multiple social networks, and Google Apps.
Details Specs Training
SITE / PLATFORM MANAGER
The back-bone of your RS web applications
- controls many of your platform's
automated actions, functions, and
integrations with other systems including
database CRM's, email systems, social
network's, live chat, and Google Apps. You
also manage which system-wide features are
activated & which tools are available to your
supporters inside the application.
READ MORE
DESIGN / THEME MANAGER
You are always in control of your
platform’s look and feel. Modify your
overall theme or update specific graphics to
keep a fresh look without having to worry
about programming or altering the
functionality of your tools.
READ MORE
CONTENT MANAGER
Easily manage your web content, menus
and submenus, press releases, and news
stories without having to know any
computer programming.
READ MORE
CONSTITUENT MANAGER
Create custom landing pages and micro-sites
to entice visitors to take action. Whether it’s
scheduling volunteers, signing a petition,
collecting endorsements, or pledging
support for your cause, you have the ability
to empower, entice, and reward your
constituents.
READ MORE
FUNDRAISING MANAGER
Create unlimited, custom donation pages
for your website, email campaigns,
fundraising events, and online donor
contests with a few clicks. But don’t stop
there – give your supporters their own
personal fundraising page with the option
to make it into a money-bomb for their
friends and family.
READ MORE
2

SITE / PLATFORM MANAGER
CONFIGURATION SETTINGS
The Central Command Center for many of the site’s functions, automations, and platform integrations are controlled and managed
through this embedded webpage inside the Admin Portal under the Site Builders section.
 Currently, Red Stampede completes the configuration settings for each site prior to launch. Site Admins maintain control over these
settings prior to and after the sites launch
 There are certain settings which are dependent on other elements inside the platform. An example is if a site is deployed to have a blog
only featured layout on the homepage of the site; then only the “blog collection count” field would be applicable under the Homepage
Configuration section as shown below.
Site Name
Candidate's User ID (system.)
Full Name of Candidate/Org.
Purpose
Contact Address
Contact City / ST / Zip
Contact Phone
Candidate Email
RSS Feed Title
RSS Feed Description
Site Support Email
Paypal Cancel Notification Email
Blog Collection Count
News Collection Count
Press Release Collection Count
Event Collection Count
Website
Groups
Events
Fundraising Pages
Site Title
Site Keywords
Site Description (Google search pages)
Yahoo! Site Explorer
Successful Site Registration Message
From (User ID)
Successful Profile Completion Message
From (User ID)
Facebook Fan Page
Twitter Username
YouTube Page
Flickr Page
LinkedIn Account
X Login
X Tran Key
Payment Processor URL
Subscription URL
Subscription Login
Subscription Trans Key
Test
Hosted Button Embed
□ Title that your site will be called
□ System generated ID of the parent organization (Candidate, Nonprofit, Co.)
□ Name of the site owner (Candidate, Organization, or Entity)
□ Mission statement or mantra
□ Mailing street address of client
□ Mailing city, St, and Zip of client
□ Primary phone number of client
□ Official email address of the candidate or leader of the organization
□ Title of the syndication Feed generated from blogs, events, and groups used for aggregations.
□ A brief description of the syndication feed that will be used by search engines and other media aggregations.
□ Site Supp: Email(s) of who should receive email notification of site issues
□ PayPal Cancellation Notice Email address of account owner
□ Number of Blog postings to display on homepage
□ Number of News Story postings to display on homepage unless Premium Blog Display Selected
□ Number of Press Releases to display on homepage unless Premium Blog Display Selected
□ Number of Events to display on homepage unless Premium Blog Display Selected
□ Default content placed in the body of emails sent to user’s contacts to join the site or network
□ Default content placed in the body of emails sent to user’s friends inside their network or contacts from other sources to join a group
□ Default content placed in the body of emails sent to user’s friends inside the network or contacts from other sources to attend an event
□ Default content placed in the body of emails sent to user’s friends inside the network or contacts from other sources to donate to their page
□ The title of the site which will be listed on Google Search
□ Unlimited number of keywords to help boost site SEO
□ Brief description about the site’s purpose (normally a portion of the candidate’s or organizations profile or bio)
□
□ Automated landing page content and email message that will be system generated and sent to each user for successful “Site Registration”
□ User ID of whom the “Successful Site Registration” message will be from
□ Automated landing page content and email message that will be system generated and sent to each user for completing their profile
□ User ID of whom the successful “Profile Completion” message should come from
□ The user id or URL for the Facebook "Fan" page
□ The campaign's Twitter account username
□ The URL or user id of the campaign's YouTube account
□ The URL of the campaign's Flickr account
□ The URL for the campaign's LinkedIn account
□ The Authorize.net X Login ID for campaign donations
□ The Autorize.net X Tran Key (Transaction Key) for campaign donations
□ Get from Autorize.net
□ Test: TRUE to enable test mode, or FALSE to disable test mode; if TRUE, no transactions will be processed; Default: FALSE
□ This is the HTML Code from PayPal for the campaign’s donate button
3

API Key
API Secret
Application ID
Comment Owner ID - (FB User ID)
API Key
API Key
API Secret
User ID
WSDL
User
Password
Token
Identity/Key
Web hook API Key
API Key
List ID
Analytics Key
Maps Key
Recaptcha
Award Notifier User ID
Points Explanation URL
Google URL
Text Above Calendar Link
Text Below Calendar Link
□ This is the API code needed to display a Facebook Fan Box on a Red Stampede site
□ The app API Key from developers.facebook.com/apps
□ The app API secret from developers.facebook.com/apps
□ The app application ID from developers.facebook.com/apps
□ The user ID of the site owner that Facebook Comments will be owned by
□ This is the API code needed to display their Twitter Feed on a Red Stampede site
□ The Flickr API key from flickr.com/services/api
□ The Flickr API secret from flickr.com/services/api
□ The Flickr User ID
□ The Web Services Description Language (WSDL) XML file for the campaign's Salesforce account
□ Salesforce Username
□ Salesforce Password
□ The Client’s Salesforce generated security token
□ This is the API code needed to integrate instant messaging into your site & allow visitors to chat with reps from your organization
□ The Webhook API key from kb.mailchimp.com/topic/api
□ The API key from kb.mailchimp.com/topic/api
□ The mailing list id from MailChimp
□ The Google Analytics API key
□ The Google Maps API key
□ Spam Controlling Filter
□ The user ID from which award notifications will be sent from
□ The URL for the page / blog that explains the Activity Indexing System and list the point values associated with each user action
□ The URL for the Google calendar
□ Admin controlled text that will be displayed above the Google calendar
□ Admin controlled text that will be displayed below the Google calendar
4

FEATURES: ENABLE / DISABLE
Control and manage which features are available on your platform and within your private social network.
 The following site-wide features to be controlled and managed through the site manager: CRUD blogs, blog comments, events,
friends, messages, donations, CRUD fundraising, points, invites display, online chat, login/signup
 The following user dashboard features are controlled and managed through the site manager: CRUD blogs, blog comments, events,
friends, messages, donations, CRUD fundraising, points, invites display, online chat, login/signup
 Admins may select which modules are activated on the site and which widgets to display on each user’s personal dashboard by
checking or un-checking the box next to the feature listed
 A box with a check mark indicates that feature is disabled with the exception of the Allow Login/Signup feature which should always
remain checked to allow visitors to register for the site
5

THEME MANAGER
SITE GRAPHICS MANAGER
Much of the product platform has evolved to allow non technical users to control, manage, and edit many of the platform’s functional and
design elements. Site Admins control certain design elements of their site’s theme and graphics through the Site Graphics Manager:
Choose Your Theme
 This feature is used to change the site’s base
theme to a theme from any previous
launched site.
 This feature should not be used unless you have
programming and design experience as it may affect
certain elements of the site which have been
customized.
Favicon
 The Favicon is the icon image that is
displayed next to the name of the site in the
browser tab.
Main Graphic
 This graphic is also referred to as the
“Header Graphic” in the design guide.
 It’s the main graphic which appears at the
top of every page.
 Certain elements of this graphic are server
side controlled and/or controlled through
the Configuration Settings including the site
search placement, the number, type, and
placement of the social connector icons, and
the placement of the purchase / donate button.
Home Boxes
 This graphic is also referred to as the “Home Box/3 Banner Sprite” in the design guide.
 Admins may upload the images and specify the name and link to appear for each box which is displayed on the homepage
only.
 The functionality of first box is server-side controlled and functions as a registration area for visitors and a call to action area
for users signed in to the platform.
 The background and border colors are controlled by CSS in the all.css style sheet.
Site Disclaimer
 The site disclaimer appears at the bottom of the page. It can include a copyright.
6

ROTATING BANNER MANAGER
Site Administrators control certain elements of their site’s theme and graphic design post deployment, one of which are the images rotating
on the homepage of the site. They may be uploaded, linked, and ordered directly from the Rotating Banner Manager
Using the Banner Manager
 Click on the Rotating Banner Manager link
under the Theme Manager section of the
Admin Portal.
 Click on the Green Choose File button
 Select your file to upload and click Open
 Specify the URL of the image that you
want to link to and the name of the text
that will appear in the scroll bar in the
rotating banner on the site’s homepage
 Click Save – You will receive an alert
notice indicating that your image has been
configured into the rotating banner on the
homepage.
 You may now specify the order in which
you would like the image to appear in the
rotating banner, assigning it the numeric
value in the list
Administrator controls the following items in the Rotating Banner Manager
1. Order: This is the order in which the image shows up in the rotation.
2. URL: The full path link to the page of the image. Ex: http://www.google.com
3. Alt Text: This is the text that will appear at the bottom of the rotator as a description.
4. Upload Image: Click the 'Choose File' to select the image you want to add.
Note: Images should be 640 x 280 pixels.
7

UPLOAD MANAGER
Site Administrators may use the upload manager to upload images, PDF’s and other files that can then be linked to the content editors to
allow you to post various pictures and other files into your pages on the site. Each file uploaded into the Admin Portal displays the File
Name, Preview, Link, and option to delete existing files that have already been uploaded
Using the Upload Manager
 Click on the green Choose File button
 Select the file that you wish to upload and click open
 The file will then appear in your upload manager file selection
box which indicates the file is now ready to be uploaded
 Click Upload
You will receive an alert at the top of the page notifying you that your
upload has been added. This alert will disappear from your screen
automatically in 5 seconds or you may click the close button to override
the system and manually close the alert. The upload will appear in the list
of uploaded site contents along with the file name, a preview, the URL,
and a delete icon.
8

C ONTENT MANAGER
PAGES BUILDER
Site Administrators will use the Page Builder to develop the content to be displayed on the site’s pages.
 The structure of the portal lists the pages alphabetically; and each page title is linked
to the content page on the site.
 Each page listing contains a link to edit, deactivate, create a new version, and delete
the page.
 You will also find the page information here including the path, whether the page is
active, when the page was created, and who and when it was last modified.
Creating or Editing a Web-Page
 In the Admin Portal, click on the Page Builder link under the Content Manager
 Click on Create New Page
 Type the title of the page in the space provided as
shown in the image below
 Type the path of the page in the space provided (the
SEO friendly ending of the address Ex:
www.redstampede.com/bio)
 Add content to your page using the content editor
tool bar
 Page editor includes tools to manage the look and
feel of the page content without having to know web
programming.
 Content Editor includes tools to:
 Customize font elements
 Modify text alignment
 Insert links, images, and videos, tables, custom
characters, and page anchors
 Undo/redo last action
 Spell check
 Format list(s)
 Copy and paste content from Microsoft Word and Notepad
 Edit HTML
MENU BUILDER
Allows Site Administrators to add (create), edit, and/or delete site content menu options with unlimited sub-menus
 Specifies the order of each menu selection, the menu option
label, the link where the menu points, and whether the
targeted page should open in a new window when clicked
Sub Menus
Main Menu
9

PRESS RELEASE BUILDER
Site module where Administrators create press releases that are automatically propagated to the sites homepage Press Release Module
Adding a Press Release
 To create a new press release, specify the title, date, link to the full, and a short description that will appear on the site and click “Add
Press Release”
NEWS STORY BUILDER
Module to create News stories that are automatically displayed in the news stories module on the site’s homepage and linked to the content
page containing the full news story
Adding a News Item
 To create a new News Item, you must specify the tile, date, link of News Item (administrators may create a PDF of the News Item
and upload it into the upload manager and link to it from the News Item builder module), and short description as shown in the image
to the right and click “Add News Item”
10

CONSTITUENT MANAGER
VOLUNTEER BUILDER
The Volunteer Builder allows administrators to control the content of the message on the volunteer webpage, the activities to include on
the page, and the content of the automated email message that is sent each time a site visitor submits the form.
Landing Page Message
 Site Admins manage the content
on the Volunteer landing page
using the content editor.
Automated Email Message
 Site Admins manage the content
of the automated email message
that is sent to each user after
submitting the Volunteer form.
Volunteer Tasks
 Site Admins manage the activites
that appear on the volunteer
landing page.
 There is no limit to the number of
tasks to display.
 Tasks may be updated and/or
deleted at anytime by site Admins
11

ACTIVITY BUILDER
The Red Stampede platform contains a point tracking system to allow anyone to harness the competitive nature of people through contests
and other creative campaigns to engage the organization’s supporters in new ways.
 The activity tracking system is managed through the Admin Portal where site administrators may assign and/or edit the point
value of each activity by entering its numeric value in the box to the right of the specified activity.
 Site Administrators may monitor the top user’s activity through the “Top Point Earners” report also found in the Admin Portal
under the Reports Manager (Described later in this document).
 Set the value to zero to not offer a point value for the specific activity
12

PLEDGE YOUR SUPPORT BUILDER
The Pledge Your Support Builder allows users to craft the message they would like to have published on the landing page and the
automated email message that is sent to each visitor who successfully submits the online form.
Landing Page Message
 Site Admins manage the content on the
Pledge Your Support landing page using
the content editor.
Automated Email Message
 Site Admins manage the content of the
automated email message that is sent to
each user after submitting the Pledge
Your Support form.
13

FUNDRAISING MANAGER
DONATION PAGE SETUP
Site Admins can publish and manage an unlimited number of donation pages through The Donation Page Setup
Front-end
 The Donation Processing System is a fully tested and secure web form. It can either be integrated into a website (e.g.
https://donate.danforest.com or https://danforest.com/donate) or it can be hosted on a separate website (e.g.
https://thecompany.com/DanForest).
 Validates that the field data is within acceptable ranges before submitting to the payment processor.
 Allows pre-determined donation amounts and/or user-input of the donation amount. A minimum donation amount can be set.
 Can show or hide form fields based on the value of another form field. For example, if a state requires the campaign ask for the
employment information of donors who donate more than $100, the Employment section of the form can be hidden for those who
donate less than $100.
 Separate billing and shipping addresses if the campaign wishes to offer an item for a donation, or if the donation form is integrated
into online merchandise store.
 Form variables can be pre-set in the URL. The variables that can currently be pre-set are amount, show shipping address fields,
personal fundraising page to credit, first name, last name, email, zip, address, city, and state. Any other form field can be pre-settable,
but will require developer time to create and test. For example, if an email is sent out asking for a $100 donation, the URL in the email
can be https://DanForest/donate?amount=100, which will automatically set the donation amount to $100.
Back-end
 The Donation Processing System can integrate with any payment processing system that has a programmatic interface, known as an
API. The backend system is PCI compliant and only stores information about the person and the donation, not the credit card
information.
 The backend database keeps a record of every successful and failed donation.
 The backend system can be integrated with any external database that has an API. The Donation Processing System currently
integrates with the Campaign Force product of Sales Force, which is a “cloud computing” application used by campaigns such as Ron
Paul’s 2008 presidential campaign.
 The backend system can create and/or email any requested reports. For example, nightly CSV dumps can be emailed to the finance
person on the campaign, who imports the CSV into the campaign’s database. See the Reports section for details.
 Other donations can be entered into the system and stored in the backend database. These are donations that have not been
processed through the Donation Processing System. For example, cash, checks, and credit card donations that were manually entered
into the payment processor.
14

Steps to Building a Donation Page
 Select an existing donation page from the
drop down menu or enter the title of a
new donation page
 If you’re creating a new donation page,
enter the donation amount that will set
the employer and occupation field
requirements and click “Save”
 To customize your new page, click on
the “Go to Edit Page” button
 Select one of the three template options:
Template 1 – form aligned right
Template 2 – form aligned left
Template 3 – form aligned below
 Enter the amount of each donation
option to display on the webpage. There
is no limit on how many you may create.
Select “Add New Amount” to create
additional giving options.
 Select on donation amount as the default
 Input your content for the automated
thank you email message sent to the
donor after contributing
 Input your content to appear on the
donation page. This can include a video,
images, or other rich media.
 Input any legal disclaimer or other
information that should appear at the
bottom of the donation page
15

Standard Donation Page
 Accepts MasterCard, Visa, American
Express, Discover
 PayPal Integration optional
 All user information is pre-populated
into the corresponding
fields when the user is signed into
the platform
 Separate billing and shipping
addresses allowed.
 Offline Giving Form
 Allows user-input of the donation
amount.
 Accepts Single and recurring
donations (Authorize.net only)
 Can include permission based fields
 Can show or hide form fields based
on the value of another form field.
Admins control this feature and can
establish an amount threshold to
activate this field as mandatory
 Validation of field data before
submitting to the payment processor
 All legal disclaimers and
requirements are controlled and
managed through the Admin Portal
16

Custom Donation Pages
Dan Forest ran a fundraising campaign for a chance to win the opportunity to meet Governor Mike Huckabee one on one. Two landing
pages were created – one for a $5 minimum donation to automatically enter the contest and another landing page which required no
donation but required an email address and cell phone number to enter the contest. The donation page was created through the site’s
Fundraising Manager.
CONTEST NON-DONATION PAGE $5 SINGLE UNIQUE DONATION PAGE
17

PERSONAL FUNDRAISING PAGE SETUP
Site Admins manage the defaulted content of the user’s Personal Fundraising or Referral Pages from the Admin Portal under the Site
Builders in the Fundraising section.
 Site Admins control the title, description, and fundraising goal amount to appear as the defaults each time a user creates a new PFP.
 Each site user may use the default template or customize their page with their own title, description, and fundraising goal
 Learn more about PFP’s and PRP’s in the MY-Advocacy Network Chapter under Fundraising and Referrals.
Steps to Creating a Personal Fundraising Page
 Enter the Personal Fundraising Page
Title
 Enter the description using the
content editor. Administrators and
registered users may add video or
other rich media to the description.
 Enter the amount of the personal
fundraising goal
 Click save
18

Red Stampede User Guide: Platform Applications

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