Training Guide

Platformic Enterprise
Training Guide
SocialSiteTM
10/22/2009
Table of Contents
SocialSiteTM for Platformic Enterprise ............................................................................................................ 3
Managing SocialSiteTM ................................................................................................................................ 3
SocialSite Public Photo Galleries ............................................................................................................ 3
Available Settings ............................................................................................................................... 5
Authorizing Uploaded Photos............................................................................................................. 6
Abuse Reporting ..................................................................................................................................... 7
SocialSiteTM Tool Extensions ....................................................................................................................... 8
Tracking Number of Comments and Recommends ................................................................................ 8
Most Emailed and Most Recommended Feeds .................................................................................... 11
User Profiles and Avatars ..................................................................................................................... 11
The User Experience ................................................................................................................................. 14
Uploading Photos ................................................................................................................................. 14
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SocialSiteTM for Platformic Enterprise
Some of the SocialSiteTM features are available as part of the standard tool set for Platformic. However,
most of the components must be turned on your site as add-ons. This document assumes that you are already
familiar with the page layout design and procedures for Platformic Enterprise.
The images and graphics in this document are subject to change without notice.
Managing SocialSiteTM
1. Type the address of the site you will be working on in the browser and add “/login” to the end.
2. At the Admin Home panel, click on the "SocialSite" tab at the far right of the main menu.
3. Choose the feature that you want to work with from the Sub-Menu.
SocialSite Public Photo Galleries
Photo galleries containing photos uploaded by users are created in the SocialSite admin panel.
1. Click the “Define new public gallery” link to create a new public gallery.
2. Enter a Photo Gallery title.
3. Enter a summary or description which will be displayed to site visitors in a headlines and summary
listing.
4. Select a gallery section.
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5. Choose whether the photos will be displayed automatically or hidden until approved by an admin.
6. If approval is required, enter an email address to send the notifications of new photos.
7. Click “Define new gallery.”
Once you have created a new photo gallery, you can place it on a page layout.
1. From the Admin Home panel, click on "Sections & Layouts."
2. Check the Sections list for the name of the page layout.
3. Go to the Actions box (on the same line as the page layout name) and choose Edit layout. From
there, a new tab or window will open with the page layout.
4. Locate the control panel and click on Choose/Configure Tool.
5. Click on the Tool
icon in the upper left hand corner of the div in which you want to place the gallery.
6. Select “SocialSite Elements” from the drop down menu.
7. Fill in the options and then click “Update Module Settings.”
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Available Settings
Full Profile:
1. Assuming your SocialSite Profile Page has been set up, select the "choose/configure tool" option from the
tool palette and choose the SocialSite Elements tool set from the drop down menu.
2. Select the UGC component labeled "Full Profile" from the drop down menu. If you wish to customize, you can create a
custom class to stylize the Profile page by assigning a custom class to the Profile Header, Recent Comments, Forums,
Friends Area, and Inbox. Optionally, you can leave these sections blank.
3. When finished, click the 'Update Module Settings' to assign the tool.
4. The Full Profile tool is the core tool to allow visitors of your site to post their avatars, show their recent activity,
and create blogs. Visitors can also search, add, and find new friends on your site's SocialSite Network. They can also edit
their profiles here if they need to update an address, phone number, or email address. SocialSite does not require
additional sign up. If your visitor is already a part of your site's listener club, your visitor can easlily attach their profile
to Social Site.
Single Photo Gallery:
1. Click on the tool icon in the div you want to drop.
2. Select "SocialSite Elements" from the drop down menu from the "Choose/configure tool" option of the tool palette.
3. Choose the "Single Photo Gallery" option next to the line that reads "Select UGC component."
4. Choose your desired display (Thumbnail Group or Animated Thumb Gallery)
- Thumbnail Group: You can set the User Generated Photo Gallery to display a specified number of columns and rows.
You can set the width of the thumbnails so that all thumbnails have a uniform size.
- Animated Thumb Gallery: Displays the photos on a single row that moves left or right based on the visitors' mouse
movements over the left and right arrows at the end of the thumbnail row. These types of galleries can fit into any
space because you can set the width when using this feature. Users can add a photo and have it display in this gallery.
Article Discovery Feeds:
1. Designed to add dynamic content to your site, this tool allows you to display the "Most Recommended" or
"Most Emailed" stories. As with all Platformic tools, you have different display styles to choose from as well as the ability
to assign custom classes to those display styles. You can set the number of articles to display as well as the landing section.
2. To assign this tool, click on the tool icon in the div you want to place the tool in and select the "choose/configure tool"
option.
3. Select "SocialSite Elements" from the drop down menu, and choose "Article Discovery Feeds" from the
"Select UGC Component" drop down options.
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Authorizing Uploaded Photos
1. From the Admin Home panel, click on the SocialSite tab at the far right of the main menu.
2. Click on Public Galleries from the Sub-Menu.
3. Locate the gallery for which you want to approve photos. If there are any new photos waiting, there
will be a link on that row. Click on the link. A lightbox will open that displays uploaded photos.
4. Click on the green check icon under each photo or select the check boxes for multiple photos and then
click “approve checked.” Click on the red icon or click “Decline checked” to keep the photo hidden.
Once you have approved photos, you can select “Manage Gallery” from the Actions menu to view the
photos. You can also hide the gallery or delete it.
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Abuse Reporting
This feature allows you to manage reports of abuse from your site visitors about content that they object
to or find offensive. The system automatically hides content when three unique visitors report the same
abuse. Hover over the icon to see the details of who was abusive as well as who reported the abuse.
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SocialSiteTM Tool Extensions
Most of the SocialSite features were added to the Forums/Message Boards tools. They were also applied
to article feeds in the comments section and the visitor sharing tools.
Tracking Number of Comments and Recommends
Article feed headlines can now be displayed with the number of comments and recommends. This allows
your site visitors to promote and drive traffic to items on your site. Site visitors can recommend a story
by clicking on the "recommend" icon in the visitor sharing toolbar.
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1. Add a new article or edit an existing article by using the Edit Content mode of the control panel.
(Read the “Getting Started” guide or the” Using the Control Panel” guide for more details.)
2. Select “yes” for Show “Recommended” link for the article.
3. Select “yes” for Allow others to comment for the article.
4. Click on Choose/Configure Tool on the control panel and click on the Tool
headlines div.
5. Choose “Both” for Show #’s of comments/Recs?
icon for the feed
Once site visitors begin to recommend and comment on stories, the icons and numbers will appear next to
the article headlines.
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Most Emailed and Most Recommended Feeds
After the visitor toolbar has been in place and site visitors have begun to email and recommend stories, these
stories can be collected and displayed as special feeds using the same "SocialSite Elements" tool used
to place Public Photo Galleries. The articles are displayed as headlines with or without summaries or
thumbnails.
User Profiles and Avatars
Site visitors can now personalize their profiles and upload custom avatars that can be displayed next to
their comments and posts in message boards.
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Avatars are uploaded through the use of profiles which are placed on the site using the same "^ŽĐŝĂů^ŝƚĞ
Elements" tool. The profiles are integrated with registered user accounts. The same log in tools
that collect visitor data and restrict forum/comment posting are used for creating the profiles.
1. Locate the page layout where you want to place the profile tool.
2. Click on Choose/Configure Tool on the control panel and the Tool
icon for the div.
3. Select “SocialSite Elements” from the Assign Module panel and “Full Profile” from the UGC
Component drop down.
Registered users will now be able to see all of their activity on the site as well as search for and view the
activity of friends and other users. Users can also upload personal photo galleries in their profiles.
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The avatars will appear in message board posts. Links under the avatars will open the profile pages
of the respective users.
The User Experience
Uploading Photos
Public Photo Galleries allow site visitors to upload their photos to the site. The photos can be posted
immediately or hidden until approved by an administrator. This is the part of the site that can be
accessed by registered users who are logged in and who do not have admin access.
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When the site visitor clicks on a thumbnail, a photo lightbox appears with the full size photo and optional
captions. Navigation controls are located at the upper right corner of the lightbox.
1. Log in to the site. If a site visitor clicks on "Add a photo" without logging in, a log in box will appear.
2. Click on “Add a photo.”
3. Click on the agreement check box.
4. Drag and drop a photo file into the white box.
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5. Upload progress will appear. Click "Cancel" if you change your mind.
6. You will receive confirmation when the upload is complete. Click on the link to add an optional
caption or “Close popup.”
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