Morehouse School of Medicine - MSM - Atlanta



How-To-Do: A Step by Step Instruction Manual on the most used MSM SystemsHow to update MSM Home Page RotatorInformation that should be seen by external audiences should be placed in this rotator. Find an image that depicts the news storyFrom the N Drive *Website folder * Solar Velocity * PSD for web –Select homepage news templateDrop the image into the templateWhen the image is placed make sure text is first, text background and then imageClick on the text box to update text to make it align s with the news storySave the Photoshop document as a jpeg on your computer (format: jpeg)Log-into msm.edu/sitefinityUN: cneelyPW: abcd1234Select ModulesSelect NewsCreate a new news itemOnce the news item is created you will need to go to msm.edu * Administration * Marketing & Communications * MSM in the News * locate the news story created * copy the url for the story.Return to msm.edu/sitefinitySelect ModulesSelect Images and DocumentsSelect Homepage NewsUpload the image from your computerPaste the url into the URL link boxWrite a description 240 characters or less into the description boxHit Save ChangesDescription with image will appear on the homepage rotator –when guests click on the description they will be directed to the news story. If and when you need to delete an item from the homepage rotator go to msm.edu/sitefinity * modules * images and documents * homepage news * select the trash can icon – image will be removed from the homepage, but the news story will remain in the news section.Log out when all updates are completePost a Press Release to the WebsiteIf the document is given to you in word you will need to convert to a PDF (From word save as PDF).Upload the PDF onto msm.edu/sitefinity * modules * Images & Documents * Docs_NewsModuleOnce document is uploaded copy the urlWithin Sitefinity select PagesClick on the + next to AdministrationClick on the + next to Marketing and CommunicationsSelect the Press Releases PageSelect Edit this PageSelect Main Content EditType the name of the Press Release Highlight the titleSelect insert link icon (Globe with closed link)Paste the url retrieved from the document uploadSelect I’m DonePublish the pageHow to add an event the MSM CalendarLog into : SupervisorPassword: Blessings3Go to msm.edu and select calendar of eventsClick New EventInput event detailsHit SaveLog out when all updates are complete To edit an event on the MSM CalendarLog into : SupervisorPassword: Blessings2Go to msm.edu and select calendar of eventsClick on the event that needs to be edited Select editInput event detailsHit SaveLog out when all updates are completeHow to update a webpage on MSM.edumsm.edu/sitefinityLoginMake sure Pages is selectedFind the page on the left hand navigation bar (If you have trouble finding – open the page in msm.edu and follow the steps in the node to find the page in Sitefinity)Click on the selected page (click on the + sign if the page is housed under the parent page)Select Edit this pageSelect Edit in the section you wish to editMake editsSelect I’m DoneSelect PublishHow to update a webpage on MSM Connect sure Pages is selectedFind the page on the left hand navigation bar (If you have trouble finding – open the page in msm.edu and follow the steps in the node to find the page in Sitefinity)Click on the selected page (click on the + sign if the page is housed under the parent page)Select Edit this pageSelect Edit in the section you wish to editMake editsSelect I’m DoneSelect PublishHow to update MSM Connect RotatorFind an image that depicts the news storyFrom the N Drive *Website folder * Solar Velocity * PSD for web –Select homepage news templateDrop the image into the templateDeselect the text and text backgroundSave the Photoshop document as a jpeg on your computer (format:jpeg)Log into msm.edu/sitefinitySelect ModulesSelect Images and DocumentsSelect Images_NewsModuleUpload the image from your computerIf there is a document that needs to be included upload the pdf version of the document into Docs_NewModule – once uploaded copy the linkOnce photo is saved click on the image and copy the url for the imageLog into : cneelyPassword: abcd1234 Select MenuSelect MarCommSelect RotatorSelect News RotatorSelect which story you want to updateDevelop a title- insert in the news title boxPaste the url of the photo in the picture link boxIf you have a document or news story link paste the url into the Article link boxWrite a brief description of the news story or event for the Article Body boxExtra box is designed for additional urls- this is not a mandatory fieldSelect Edit under the Extra BoxSelect Push to Prod for story to update on siteHow to change links on the navigation left hand of MSM ConnectLog into : cneelyPassword: abcd1234Select MenuSelect MarCommSelect LinksYou can add links, edit links, add categories, and edit categories from this screenIf the document is given to you in word you will need to convert to a PDF (From word save as PDF).Upload the PDF onto msm.edu/sitefinity * modules * Images & Documents * Docs_NewsModuleOnce document is uploaded copy the urlInsert the title of the link into the link title boxPaste the url into the website address boxSelect the categoryClick submitClick Push to ProdHow to find photosAll photos can be found on the NDrive * Photo GalleryAll of the newer images are located in various folders within NDrive * Photo Gallery * Events * 2013How to update forms using FormsiteLogin to : marcommPassword: msm-formsite2012Select FormSelect EditMake changesIf needed you may need to make changes to the main form page, notifications, and success pagesSave your changes on every pageOnce complete click publishThe url generated is what you will link to a webpage, flyer, MSM News, or email directly to the end user for them to distributeHow to create forms using Formsite –Use for free eventsLogin to : marcommPassword: msm-formsite2012Select FormSelect Create NewIt is best to use a template already MSM branded and edit from thereSince you are using a template, you will need to edit all of the pages – so make sure you make changes to main form page, notifications, and success pagesOnce complete click publishThe url generated is what you will link to a webpage, flyer, MSM News, or email directly to the end user for them to distributeMake the final end user the person who will receive the forms. This will be set up when you edit the notifications page. How to run reports using FormsiteLogin to : marcommPassword: msm-formsite2012Select ResultsSelect the formSelect ExportSave the report to your computerEmail the report to end-user if applicableHow to create an Acceptiva Form –Use if an event has fees attachedNDrive * Website * Website Requests * Acceptiva FormsSelect one of the forms in the folder to use as a template –Check with OIA to see who should be included on the form to receive updates. Typically it is Pat Mitchell Clark, Michele Thomas, and a representative from the department hosting the eventComplete the form and email the form and a banner image for the form header to clients@ requesting they create a new page for you.You will use the link Acceptiva provides to a webpage, a flyer, MSM News, or email directly to the end user.How to update an Acceptiva Form LoginUsername: cneely@msm.eduPassword: 2BlessedSelect Page SummarySelect Active Pages or All pages (This will depend on if you are updating an active form or if the form has been previously closed)Click on the Payment page URL (located under each form)You will need to send an email to clients@ with the Page URL as the title In the body of your email type out what changes need to be madeYou will receive an email notification from Acceptiva and changes will be made within 24-48 hours. Morehouse School of Medicine News (In-Design File) –Distributed Every MondayNDrive * E-Blasts * MSM NewsOpen prior week editionSave the document as the current week in the Ndrive folderChange date on newsletterUpdate information (based off of emails received to the MARCOMM box, Meltwater emails, and miscellaneous requests). Once complete save the file as a pdf and send to LaKeidra to review (File * Export * Abode PDF)Create a second version of the MSM news where the verbiage is not present and save as jpeg (File * Export *jpeg)Insert the jpeg into the body of an email (Insert * Picture)Create text boxes for each section of the newsletterCopy and paste the content from the newsletter into each text box - you may have to format to make the content fit. (Insert * text box)There will be websites and documents that you will need to link to certain articles. If it is a website from a media source or other third party source highlight the text and insert the hyperlink (Insert *hyperlink* paste the url into the address field* select ok).If you are linking a document msm.edu/sitefinity LoginIf needed convert the word document into a pdfUpload the pdf to modules * Images & Documents * Docs_NewsModule (You can upload one than one pdf at a time)Once document is uploaded copy the urlInsert the hyperlink into the email on the desired textOnce the information is inserted make sure you have removed the lines around the text boxes (click on the text box, right click on your mouse, select format text box, select color and lines, fill= no color, line = no color)Attach a pdf of the MSM News to the emailSend the email to yourself and LaKeidra to test the links and review the lay-outDepending on the size of the document before you forward to the community you will need to re-insert the image – content and links will stay intact.Name the email- Morehouse School of Medicine NewsThe email should come from the Marketing and Communications email address and distributed to the MSM Email CommunityMake sure your signature is not visible on the email. Scroll down to the bottom to review.Hit send after all approvals have been receivedMorehouse School of Medicine Special Edition – Word DocumentNDrive * E-Blasts * MSM News * MSM News Special EditionInsert Content into MSM News SE TemplateSave the Document as the current dateThere will be websites and documents that you will need to link to certain events. If it is a website from a media source or other third party source highlight the text and insert the hyperlink (Insert *hyperlink* paste the url into the address field* select ok).If you are linking a document msm.edu/sitefinity LoginIf needed convert the word document into a pdfUpload the pdf to modules * Images & Documents * Docs_NewsModule (You can upload one than one pdf at a time)Once document is uploaded copy the urlInsert the hyperlink into the email on the desired textSave and convert the document into a pdf and a jpegInsert the jpeg into the body of the email and attach the pdf to the emailThe email should come from the Marketing and Communications email address and distributed to the MSM Email CommunityMake sure your signature is not visible on the email. Scroll down to the bottom to review.Hit send after all approvals have been receivedHow to Export In-Design FilesFileExportPDF or jpegSave to computerHow to Export PDFsFileExportImageJpegSave to computerHow to insert images into emailsClick into the body of an emailSelect InsertSelect PictureSelect desired photoNew Employee AnnouncementsNDrive * E-Blasts * AnnouncementsUse an already created announcement as a templateSave the document as the employee nameInsert Photo of new employeeInsert bioFormat as appropriate (Change department, spacing, etc.)Save the document as an in-design file, pdf file, and jpegInsert the jpeg into the body of the email and attach the pdfMake sure your signature is not visible at the bottom of the emailDistribute to the MSM Email Community from the Marketing and Communications email account after all approvals have been received. Upload Flyer to the Screens in the Hugh Gloster Building ? ?Username: CNEELYPassword: Blessings2?Playlist 3 is set for marketingSelect Import to upload your message.You can set run times for all uploads.Contact Darrin Still for a brief training if needed – dstill@msm.edu ................
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