Managing opt-in registrations

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Download Instructions

Have you ever wanted to see exactly who has registered for each of your opt-in features in a single report? Until now, each of those features was managed separately, so if you wanted to see who registered to receive a newsletter or who wanted to attend a meeting, you had to view each report on the registrations separately. Now, you have an easier way to manage all of the registrations on a single report.

The new report is called the “All Registrations Report” and has been added to the Opt In Features under the second heading in Opt In Features. Here’s how to access the report.Screen Shot 2014-11-22 at 6.30.18 AM

  • Go to Site Admin
  • Go to Opt In Features
  • Click the heading “Registrations”
  • Click “All Registrations Report”

When you click “All Registrations Report,” a dialog box opens with all of your opt-in items listed. Beneath each of those is a list of the people (members or nonmembers) who have registered. To remove someone from the list, simply uncheck their name. There is no submit button required.

Screen Shot 2014-11-22 at 6.50.01 AMTo view all of the registrations for an individual or to edit the personal information for one of the names, click the name and the member record for that person will open in a new tab or window. With the member record open, click the “Supporter Options” link in the member record to see all of the choices made by that person.

After making any changes in Member Admin, be sure to click the link in the fifth bullet of the instructions to refresh the list.

Updating officers in Satori ContentManager

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Download Instructions

Changing officers for the new Kiwanis year doesn’t need to be a complex task. The simplest step is assigning a member to an existing office. We’ll look at the most common scenario, then get into what happens when you need to do more than just assign a member to an existing office. If you’re looking for instructions on how to change your board of directors, click here.

There are two very distinct parts to member offices. Here are the definitions:

Position or Office: The position, or office, has nothing to do with an individual member. It is only the title of the office, i.e., President.

Officer: The member who is assigned to a position is the officer.

Screen Shot 2014-10-26 at 5.13.00 PMAssign a member to an existing office (single position)

The vast majority of the time, this is the only step you need to know for changing officers. For instance, if Joe was last year’s President and was replaced by Sam, this is the process you follow.

  • Go to Site Admin
  • Go to Member Admin
  • Click on the NEW officer’s name
  • Change the Office field using the drop down list
  • Submit the form using the button at the bottom of the page

When you submit the member data form, the system will automatically make the necessary changes to to remove the previous member listed as President. Therefore, all you need to do is add all your new officers this way.

Screen Shot 2014-10-26 at 5.14.15 PMAssign a member to a new office (single position)

What happens if the club has consolidated offices? For instance, where there once was the position of Secretary and a separate position of Treasurer, there is now a combined office of “Secretary-Treasurer.” This is the process you can use to create a new position.

Warning: Do NOT use this process to assign a member’s name to an office. This  is only used to create the titles!

The first part of the process is to create the new position title.

  • Go to Site Admin
  • Go to General Information
  • Click the heading “Make changes to the offices used on the site.”
  • Make sure the position you want to add isn’t in the list, then click the “Add New Office” link
  • Enter the position title. (Not the member’s name.)
  • Click the submit button.

You can also rearrange the order of the positions by refreshing the list, then dragging  items up or down in the list by the “up/down” arrows.

Once you have added the position title to the list, you can use “Assign a member to an existing office” process to assign the member to the position. Follow the steps above by going to Member Admin and clicking on a member name.

Members with multiple offices

Let’s take a look at how multiple offices will display on a club website Officers page. Suppose our member, Carmen holds the club office of President and the division office of Lt. Governor Elect. If one of Carmen’s positions is set up using the single position method, the other will display on the next line.

Note that unlike the traditional office administration in Member Admin, there is no automatic deletion of formScreen Shot 2014-10-26 at 5.17.15 PMer office holders.

  • Assign the member to one of the existing positions using the single position procedures described above if you have not already done so.
  • When the page reloads and the assigned office is displayed, click “Multiple Offices” to open the dialog box. Select the entity to which this office belongs. You will have a choice of District, Division, or any group that exists on your site.
  • Enter a name for the office or select from an existing office created with the single office method. Note that even if you use a traditional office as the office name, this is still just a secondary office.
  • Submit the form. You do not need to submit the main member form again unless you have made other changes.

Multiple office titles assigned to members cannot be edited, but they can be deleted. You can also assign as many multiple offices to a member as you would like.

If you have any questions about this new feature, please let us know.

Create your own photo widgets

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Download Instructions

Would you like to be able to add a single photo to the main menu on the left side of your site? Or, perhaps above the Quick Information Center on the right. The image could be a club or division logo or a photo, either way this is now as simple as using the Get Widget Code in Photo Admin.

Get the widget code

The option to copy the widget code for any photo you have uploaded through Photo Admin is located in the Photo Manager accordion in the section for the photo. Here is an example of a photo for Kalalau Trail that is located in my Kauai 2007 photo group.

Screen Shot 2014-10-17 at 5.36.02 AM

  • Go to Site Admin
  • Go to Photo Manager (Photo Admin)
  • Click the name of any photo group
  • Click the Get Widget Code link for the photo you want to make into a widget and a dialog box will open. The dialog box shows a preview of your photo widget and also includes a text box. Click in the text box and copy all of the text to your clipboard.
  • Create the widget

Screen Shot 2014-10-18 at 6.46.21 AMNow that you have the text for your widget, you just need to create the widget.

  • Go to Site Admin
  • Go to Widget Admin
  • Click the Custom Widget heading in the lefthand accordion
  • Click the Configure Option link
  • Give your widget a unique name, something you will recognize if there’s ever a problem or you want to delete it
  • Check the box for the area(s) where you want to show your widget and click the submit button
  • Paste in the widget code you copied to the clipboard in the above section
  • Click the Submit button

Last, but not least, go take a look at your widget. Make sure it shows up where you want it and that it is working. That’s it!


New Member Involvement options

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Download Instructions

We’ve received a few requests lately for a more streamlined way to deal with committees, site administrators, and supporters. Oddly enough, those all fit into one nice little category that we’re calling Member Involvement. Member Involvement is essentially just how someone who is listed in the member database is involved in the club or with the website.

Accessing Member Involvement
In an effort to streamline these options as much as possible, all options in Member Involvement are programmed to submit on checking or unchecking of the boxes. In other words, for this section, there is no need to submit the entire form if the only changes you have made are in Member Involvement.

  • Go to Site Admin
  • Go to Member Admin
  • Click on the name of the member
  • Member Involvement is the second section in the member data form.

Hint: To make changes as quickly as possible, filter the member list by using the links under Other Administration Links. This means you could click “List Current Members,” click a name, make your changes, then immediately click “List Current Members” again.

Screen Shot 2014-10-05 at 5.18.02 PM

Committee Assignments

Allows you to quickly assign one member to multiple committees and choose which position they hold on the committee. Note that this does include your board(s) of directors.

  • In the Member Involvement section, click the Committee Assignments link to open the section (clicking the link again closes that section)
  • Select Member, Chair, or Co-chair to indicate the member’s role for each committee the member is involved with.

Site Administration Rights

Allows you to assign or remove site administration rights for the member.

  • In the Member Involvement section, click the Site Administration Rights link to open the section (clicking the link again closes that section)
  • Check or uncheck boxes to assign or remove administration rights for that member.

Supporter Choices:

Allows you to manage supporter choices. This section can only be used to edit options chosen by supporters (nonmembers). You should never arbitrarily add choices for a supporter. We strongly recommend keeping a record of changes requested by a supporter.

  • In the Member Involvement section, click the Supporter Choices link to open the section (clicking the link again closes that section)
  • Select the options chosen by that person. It is acceptable to remove supporters or their choices, but you should never arbitrarily add a supporter unless you have express permission from them. Our Membership Interest page requires a supporter to opt in, which means they have given permission for the choices they made, but no others.

Feel free to contact us if you have questions about this or any other parts of site administration.

Creating a link to download brochures or flyers

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Download Instructions

Do you have an event and need to add a flyer for site visitors to download? Maybe you need a link to other content on the web?  What might seem to be a single task, is really multiple tasks pieced together. This post provides the step-by-step instructions for each of those tasks so that you can create a link to download a document (Creating a link to download brochures or flyers) or to view content elsewhere on the web (click here to view my latest newsletter.)

Downloadable content

Downloadable content is just a fancy way of referring to any type of information you want visitors to be able to download. This could be a flyer, brochure, manual, newsletter, or any other file. Whatever you want your visitors to download, remember that not everyone has the same software that you do. For this reason, we strongly recommend ALWAYS using PDFs for downloads.

  1. Create the file on your computer using the software of your choice.
  2. Save or print it to a PDF on your computer.

Upload your file

  1. Go to Site Admin
  2. Click on the Upload News Doc button under Other Administration Links
  3. Fill out the form, then click Upload Start.Screen Shot 2014-09-10 at 11.20.09 AM
  4. Click on the Browse button.
  5. Navigate to the file to be uploaded and select the file. Once the file has been selected, you may need to click the Open button.
  6. Click on the Use this File button.
  7. You will receive a File Uploading message. This will disappear when the file upload has finished. If you receive a failure message, your upload did not succeed.
  8. Once you see the message that the upload has succeeded, copy ALL of the address that begins “clubdocs/…”.
  9. Continue filling out the form
  10. Submit your work when you are done filling out the form.

Replacing a previous version of the same file

If you have a link to a file and find that you need to upload a new version, the replacement can be done simply by uploading a new version of the file that has EXACTLY the same name. Be aware that even capitalization counts! If your original file is named “mycoolflyer.pdf” and you upload a new version with the name “MyCoolFlyer.pdf”, the server will see these as two different files.

Once you have a file with the exact same name ready to upload, follow the steps under “Upload your file” and the link should automatically go to the new file.

Troubleshooting: If you do upload a new version of the file and the link continues to show the old version, your file name is probably different from the original.

Creating the link

The next step will be to create the link in your news story. For this example, we’re going to assume that the link will be in your Home page text. You could just as easily place this link in a new news story or any other existing news story. To create the link, do the following:

  1. In News and Doc Admin, click on the link for the news story where you want to create the link.
  2. Scroll down to the text editor, then position your cursor exactly where you want to link to appear in the text.
  3. Highlight the text to be made into a link. (If you don’t already have this text, simply type the text you want to use as the link, i.e., “click here to download our flyer.”
  4. Click the link icon in the text editorScreen Shot 2014-09-10 at 11.06.08 AM
  5. Paste in the text you copied in Step 8 of “Upload your file” into the URL field.
  6. Click the “Target” tab and select “New Window.”
  7. Click “OK”
  8. Submit your work.

If you run into problems, let us know and we’ll be happy to help. If you have questions about how to best promote your event, we’re happy to provide suggestions for that also.

Dealing with the AOL and Yahoo bad decision about mailing lists

It seems insane to me that companies the size of AOL or Yahoo would decide that it’s better to break every third-party mailing list in the world to help cut down on spam. That, however, is exactly what they have done. If you think I’m exaggerating, check out this post on the Word to the Wise blog, which clearly explains the details of the problem. The post only covers Yahoo, but AOL followed suit on April 22. If other free email providers jump on this bandwagon, the problem will just get worse.

In order to deal with this policy, we’ve had to make a few changes ourselves. Hopefully, we’ve come up with a better solution than AOL and Yahoo’s “use our servers or else” policy. Let’s be clear, this change ONLY affects AOL and Yahoo users at this time. Should other providers also implement a restrictive policy, we’ll apply these changes accordingly.

Members who are affected will see an alert pop up when they attempt to send an email using their restricted account (at this point, that would be an AOL or Yahoo email account). The popup tells the member their email provider has decided its users should not be able to use third-party email services and that they have two choices. Those choices are:

  1. Change the sending email address to one that is with a service that does not restrict the usage of third-party email services. OR
  2. Use a default address that we have set up to allow them to send their messages.

What these changes mean

Option 1, if chosen, will allow the email to be sent normally. Everything will work as it has in the past.

Option 2 means the FROM address on the email will be the club’s default email address, which is typically Every email sent out using the default email address includes a warning that replies should not be sent via the reply button, but via a link contained in the email. Webmasters have the option to change the default address using the instructions below.

Changing the default email address

  1. Go to Site Admin
  2. Go to General Information
  3. Click heading in the accordion to “Set Message Center Options”
  4. Click “Set Custom Return Email Address”
  5. Double click the existing default email address
  6. Tab out of the field (no submit button). Changes will take effect immediately.

Once you change the default email address all future emails from affected members will be processed with the new address. Previous emails cannot be changed.


If you’re not happy about this problem (and who is?) I’d suggest you direct your wrath at AOL and Yahoo. They’re the ones who decided to change the way email is handled for their users and gave no forewarning and no way for providers to do anything more than put a patch on a bad decision.

My apologies

By now, you’ve received my earlier—and very strange—Tips and Tricks posting. I really must apologize for that email because it was never intended to be sent. I’m currently working on integrating our sites with WordPress and published that post in error. The reason this happened is that I’m currently working on a way to allow you to completely customize the appearance of your Kiwanis website. The next time you receive a post on this subject, it will be the announcement that complete site customization is possible. For now, if you think your club might be interested in a different appearance for your site, please contact me so we can talk about getting your club signed up for testing.


Member Admin – New Features

There are two new features in member administration relating to the handling of assigning members to committees and assignment of site administration duties. Both of those features appear in a new section on the form titled "Member Involvement."

This post addresses how to handle both of these new features.

Committee Assignments

When assigning multiple members to committees, the simplest process is still to go to Committee and Board Admin and make assignments from there.  However, if you are adding a new member or assigning only one member to multiple committees, try this new process.

  1. Go to the main Site Administration page
  2. Go to Member Admin
  3. Click on the name of the member in the listing
  4. Click "Committee Assignments" to open the section
  5. Check the boxes for the committees that member should belong to. You have options for the different roles a member may play on a committee, i.e., member, chair, co-chair. Unchecking a box removes that member from that committee.

Site Administration Privileges

If you wish to assign a member administration privileges, you can continue to use the traditional method, or if you want to assign a single member privileges to manage more than one area of the site, there is a similar process for assigning site administrators.

  1. Go to the main Site Administration page
  2. Go to Member Admin
  3. Click on the name of the member in the listing
  4. Click "Site Administration Rights" to open the section
  5. Check the boxes for the areas of the site the member will manage. You can revoke privileges by unchecking the boxes.

Changes Submitted Automatically

With both of these processes, all changes are immediate and you do not need to submit the member update form as you normally would. (No need to click the submit button at the bottom of the page.)

Custom Meeting Times

Does your club meet on an irregular schedule? Maybe you meet in the morning one week, then for dinner the next at a completely different location. With our Custom Meeting Time option in General Information, you can list all of your meeting times and locations on the Club Information page and you can even embed pictures or maps. Your custom meeting information will also display as a drop down box in the masthead of your website.

Create a Custom Meeting Schedule

  • Go to Site Administration
  • Go to General Information
  • Click on Manage XX (where XX is the name of your club) (located on the right side under Other Administration Links)
  • Check the box “Our club meets in more than one location…”

When you click the checkbox to use a custom meeting location, the normal fields for meeting day, time, and place will be replaced by a text editor box. Your meeting information, including date, time, and place should be entered in this text editor box. Be sure to add formatting to give your information a nice appearance. Also be sure to save your entry using the Submit button at the bottom of the page.

Google Maps (optional)

One of the built-in features we have for standard meeting schedules is an embedded Google map. If you’d like a Google map for one or more of your custom meeting locations, it’s all a copy and paste operation.

  • Go to Google Maps (
  • Find your location on Google
  • In the lower righthand corner of the map, click the gear icon (second icon from the left in this photo)
  • Click the Share and Embed Map link
  • Click the Embed Map link (heading)
  • Copy the code from the text field

Congratulations, you’ve just copied the code needed to embed that map in any web page. The next step is to add the embed code to your Custom Meeting entry.

  • Go back to Site Admin >> General Information >> Manage XX
  • Click the Source button in the lower right corner of the text editor for Custom Meeting information
  • At the end of your entry, paste in the “embed code” you copied from Google Maps.
  • Click Source again
  • Submit the entry using the Submit button at the bottom of the page.

Signup Lists – A new feature

We’ve been asked by several clubs to create a signup list feature for our sites. That feature is now available. The basic idea is that this is a simple signup list. You can collect names, email addresses, phone numbers, and a single comment from each person signing up. You can make these fields optional or mandatory and you can set a form title as well as a description.


For each signup list you must first create a master form. The master form tells the list what information you want to collect and whether that information is optional or required. Once you’ve created a master form, you can reuse that form as many times as you’d like because each "instance" of a form is completely separate.

Creating a Form

  1. Go to Site Admin
  2. Click Signup Lists (if this option is not in your list of available admin options, see "Authorizing Access" below)
  3. Click heading to "Add a New Form"
  4. Enter a title (required)
  5. Enter a description (optional)
  6. Click Submit
  7. In the dialog box that opens, check the boxes to require an email address and/or telephone number if you want those fields required.
  8. If you want to only allow a certain number of people to register, enter the maximum number of openings for your list.
  9. If you want people to leave a comment, type the name of the comment field.
  10. Click Preview List

When the next dialog box opens, it will show you the actual sign up form and your list. If you want to make changes to the form, close the dialog box, make your changes, then click Preview List again.

If your form is ready, click the link at the bottom of the dialog box that reads, "Click here to work on a list."

Creating a List

When you click the "Click here to work on a list" link, your form is added to the database and the accordion. You’ll see it as a new heading when the page reloads (which should happen automatically). The next step involves using your form to create an actual signup list.

  1. Click the name of your form (the heading in the accordion)
  2. Click "Create a new list with this form"
  3. Click the link that reads "Click here to reload the page"
  4. The page will reload and your new list will be added to the section of the accordion for your form. Click the name of your form to open the accordion and see your new list options.

List Options

"View" — The view option lets you see the list and any signups for that list.

"Register" — Shows the list along with the registration form so you can register people from Site Admin

"Link" provides an HTML link that can be added to the site to trigger showing of your signup list in a dialog box.

"Embed" provides the HTML code to embed your signup list into the page on your website.

How the Link Options Can Be Used

The "Link to" dialog box displays an HTML link that you can copy to your clipboard by clicking in the field with the code.

Once you copy the HTML code to your clipboard, you’re ready to use it in a news story or a widget area on the site or on your calendar by pasting the full code into the "Description" field. Do NOT paste the link into the "Link to Additional Details" field. It will not work there.

How the Embed Options Can Be Used

The embed options work much the same way as the link options, except that instead of creating a link that will open a dialog box, you’ll actually be displaying the signup list on the page.

Select the HTML embed code by clicking in the field, then copy the code to your clipboard. Once you have the code copied, you’re ready to insert it into a news story or a widget area on the site.

If you’re uncertain as to whether to use your embed code in a widget area or in a news story, try this post Widget areas vs. news stories or contact us for help.

Authorizing Access

The signup list is a new feature that administrators must first make available by authorizing themselves to use it.

  • Go to Site Admin
  • Go to Authorize Site Admin
  • Click"Add New Administrators – Start" (right side, under Other Administration Links)
  • Check the radio button for "Signup Lists"
  • Check your name and the names of any other members who should be administrators for this feature. (Members do not need to be administrators to use the list. This step is only for site admins.)
  • Click the "Add Administrators" button. You’re now ready to create your first form.