BBCON 2012 - Maximize Your School's Website & Leverage Database Integration with Online Campus...
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Transcript of BBCON 2012 - Maximize Your School's Website & Leverage Database Integration with Online Campus...
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Maximize Your School's Website & Leverage Database Integration with Online Campus CommunityPRESENTED BY
RACHEL WELSH - THE SHIPLEY SCHOOL
JAIME LASSMAN - THE LEXINGTON SCHOOL
EMILIE THOMSON - BLACKBAUD
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TOPICS
1. Email2. Unformatted Text3. Reenrollment4. Directories - Class Lists5. Suggested Content6. Content Comparison7. Class Pages8. Mobile
http://www.shipleyschool.org/bbcon
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PART 1: THE WHAT AND THE WHY
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PART 1: EMAIL
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PART 1: UNFORMATTED TEXT
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PART 1: UNFORMATTED TEXT
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PART 1: UNFORMATTED TEXT
https://www.blackbaud.com/bbis/code.aspx
Examples:
• Slideshow Pro/SmugMug• Vimeo/YouTube• Slideshare• Scribd, Issuu, Calameo• Google Maps• Google Calendars• Facebook• Twitter• Earth Cam• Pinterest (coming 2012)
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PART 1: UNFORMATTED TEXT
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PART 1: UNFORMATTED TEXT
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PART 1: UNFORMATTED TEXT
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PART 1: REENROLLMENT
• Take an offline process online• Shorten return time• Decrease costs• Dynamically pull data into EE• Limit manual entry by Shipley• Query data
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PART 1: REENROLLMENT
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• Definition of Enrollment: Contract signed by one parent, deposit paid
• Goal: A enrollment process that is easy for families to complete and efficient for colleagues to manage.
• Pro: parents use existing logins, no need to manage additional accounts
• Con: attributes, attributes, attributes• ReEnrollment ... not EnRollment!• Process
o Define enrollmento Define a timeline -
https://docs.google.com/document/d/1CeaXU5OcHj1aW0eXmz77pxkL2uKAItrx1S5kznmfAwE/edit
PART 1: REENROLLMENT
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PART 1: DIRECTORIES
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PART 1: SUGGESTED CONTENT
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Which of these is more likely to generate clicks?
I can tell you.
PART 1: CONTENT COMPARISON
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• Put text, bullets, etc, here
PART 1: CLASS PAGES
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PART 1: MOBILE
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PART 1: MOBILE
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PART 2: THE HOW
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• Lists• Shipley has 83 Total -
http://www.shipleyschool.org/cms/listgallery
• If you're going to email them more than once, create a list!
• Data Sources• Constituents• Applicants• Education Edge Persons• Faculty• Individuals• Students• NetCommunity Users• Imported Lists• User Defined
PART 2: EMAIL
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PART 2: EMAIL
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PART 2: EMAIL
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PART 1: UNFORMATTED TEXT<!-- Standard iPhone --><link rel="apple-touch-icon" sizes="57x57" href="image/white-apple-touch-icon/apple-touch-icon-57.png" /><!-- Retina iPhone --><link rel="apple-touch-icon" sizes="114x114" href="image/white-apple-touch-icon/apple-touch-icon-iphone4.png" /><!-- Standard iPad --><link rel="apple-touch-icon" sizes="72x72" href="image/white-apple-touch-icon/apple-touch-icon-72.png" /><!-- Retina iPad --><link rel="apple-touch-icon" sizes="144x144" href="image/white-apple-touch-icon/apple-touch-icon-ipad.png" />
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PART 2: UNFORMATTED TEXT
Javascript: scripting language that guides the interaction of the user with the webpage
Examples of JavaScript uses:•Accordion-style menus•Hiding text on a part•Moving sections around within a part
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PART 1: UNFORMATTED TEXT
<style type ="text/css">
#PC10347_ReturnToFormListFromConfirmationBtnDiv{display: none;}
</style>
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PART 2: UNFORMATTED TEXT
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<script type="text/javascript">// <![CDATA[var words={'Jaime Lassman':'Head of School'}var regs=[];for(arg in words){regs[regs.length]=new RegExp(arg,'g')}window.onload=function replaceText(){var tags=document.getElementsByTagName('body')[0].getElementsByTagName('*');var i=0,t;while(t=tags[i++]){if(t.childNodes[0]){var j=0, c;while(c=t.childNodes[j++]){if(c.nodeType==3){var k=0;for(arg in words){c.nodeValue=c.nodeValue.replace(regs[k],words[arg]);k++;}}}}}}// ]]></script>
PART 2: UNFORMATTED TEXT
Examples:Nickname - First NameJaime Lassman - Head of SchoolAll Day - ""Donation - Buy Now
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• Basic Contract Process (Recommended)• Create contract off-line
• Word or other program. Include formatting• Double, triple, and quadruple check that the contract is FINAL before moving
it to BBNC• Copy contract to Dreamweaver or other Web design program, keeping
formatting• Create ReEnrollment form in BBNC• Copy HTML from contract to enrollment form text boxes
PART 2: REENROLLMENT
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PART 2: REENROLLMENT
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PART 2: REENROLLMENT
https://docs.google.com/document/d/1Rgpj4aVxcGhec2NRHpeQbuu072WEMrh1M5u_U4SGkNE/edit
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PART 2: REENROLLMENT
What we did well that we should do again:1. Group project with defined members and regularly scheduled meetings2. Tested the usability by “relating” each team member to a student3. Tested the usability of the process by asking three colleagues outside of the
team to test the form with a team member watching and documenting questions.
4. Completing the contract flow chart5. Very complete FAQs6. Optional survey7. Log call/emails
a. Track trends, expand FAQs8. Send emails through BBNC to take advantage of tracking and reporting9. Set-up and followed a P&P for adding and removing holds10. Documentation to prevent “I thought we were going to ….”
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PART 2: REENROLLMENT
Unintended consequences (good or bad)1. Parents updated profiles while logged into the site2. Even though there were certain elements of the reenrollment process that did not
change, going to an online system make parents review all materials with a critical eye, i.e. financial aid awards after contract is signed.
3. Parents paying tuition bills earlier4. Parents paying deposit from email link without completing enrollment form.5. Parents completing online application instead of online enrollment
If we had only known ...1. In BBNC 6.41 rules can only apply to check boxes and cannot be conditional2. Hold codes can’t be queried on from a parent record so they must be attributes3. In BBNC 6.41 changing the setting of the user can/can’t delete a form in progress
resets who the system to think that no parent/guardian has completed the form4. The ReEnrollment form allows access to very little record data - get ready for attributes
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PART 2: REENROLLMENT
Challenges with no solution1. BBNC is only a ReEnrollment form, not an Enrollment form for new families
a. told families they will get a contract from Admissions2. Only one parent should complete the form
a. told families to decide who will complete process
Challenges solved with a workaround:1. By not sending paper that had to be returned it meant that getting payment from those
paying via check would be that much more challenging. We therefore decided to bill everyone.
2. Instead of check boxes with rules merged payment plan and method into one attribute drop-down
a. **BBNC 6.45 updated rule functionality3. ReEnrollment form can’t draw and AO or RO data. Added RO attributes to pre-populate
the following on the contact:a. Grade for next yearb. Tuition for next yearc. Deposit amount due
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PART 2: REENROLLMENT
What we should have done differently:1. Separated content creation from content proofing/review2. Started the project in July :)
Planning for 2013-20141. Determine language of contract in December2. Team review of process in Mid-February
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• What works in EE• What works in RE
PART 2: DIRECTORIES
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PART 2: DIRECTORIES
• What works in EE• Photos (only in Directory Part)• Clickable Email Address (only in Profile
Display Part)• What works in RE
• Photos (only in Profile Display Part)• Clickable Email Address
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PART 2: DIRECTORIES
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PART 2: SUGGESTED CONTENT
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PART 2: SUGGESTED CONTENT
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PART 2: CONTENT COMPARISON
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PART 2: CONTENT COMPARISON
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PART 2: CLASS PAGES
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PART 2: CLASS PAGES
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PART 2: MOBILE
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PARTICIPATE AND SHARE!
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#BBCON TWEET YOUR TRACK:
#bbk12