10-Minute Training: Overview of WWW Pages (00:00:02)
- Training focused on how to locate and use WWW pages in MatrixMaxx.
- These pages are designed to be shared publicly or with members, depending on setup.
- Common pages include public calendars, storefronts, meeting pages, and rosters.
- Pages are wrapped in a default WordPress theme unless otherwise customized.
- Accessible via “WWW Links” under each module’s menu (e.g., Meetings, Commerce, Contacts).
Meeting-Specific WWW Pages (00:01:20)
- Public meeting calendar is linked and wrapped with default website styling.
- Each meeting includes its own WWW links section (microsite, registration, insight tab, classic page).
- Direct links for microsites and registration can be used in external pages or email campaigns.
- Users can choose different formats for attendee rosters, depending on preferences.
Committee Roster Pages and Feedback (00:04:10)
- Committee WWW links currently do not follow the same structure as other modules.
- Users noted difficulty locating board-style rosters with photos.
- Feedback was received to either move or duplicate these links for consistency.
- All committee rosters are housed under “Contacts > WWW Links.”
- Clients with older implementations may not have access to board-style rosters unless added.
Storefront and Product Linking (00:06:26)
- Public storefront link available under Commerce > WWW Links.
- Each product page has a unique public URL under the “public website link” section.
- If selling products individually (like videos), link directly to the item.
- Useful when skipping the full storefront and promoting individual offerings.
Editing Text on WWW Pages (00:07:40)
- Most editable page content is found in Admin > Edit Custom Settings > WWW Sections.
- Includes editable areas for login page headers, footers, and general content blocks.
- Admins can adjust language for pages such as the login screen or the create profile form.
Restricting Access & Custom Messages (00:08:59)
- When users try to access restricted content, a “not authorized” message appears.
- This message is editable under Admin > Edit Custom Settings > General Login.
- Best practice: keep message generic if it applies to multiple restricted pages.
Meeting Registration Error (00:10:30)
- Issue reported where registration page incorrectly showed “registration not available.”
- Root cause: registration fees lacked an assigned date range.
- Fees must have active date ranges selected for them to become available to users.
- Clarified how to link calendar items to third-party URLs using the meeting setup and display options.
Meeting Registration Approval Settings (00:16:38)
- Registration approval can be managed per meeting (auto-approve: yes/no).
- Found under the meeting’s first edit page, near registration settings.
- Registrants can pay via check if allowed, and still receive an invoice for manual payment.
- If “pay by check” is enabled, it’s visible to all users—currently a module-level setting.
- New request was noted to allow pay-by-check for dues-paying members only.
Storefront Messaging for On-Demand Products (00:23:42)
- Concern raised about confusion when purchasing streaming videos (no group registrations, credit card only).
- Recommended adding clarifying text directly to product descriptions.
- Option also exists to add a notice at the top of the storefront via Edit Storefront settings.
- Notes on limitations: storefront text appears only on main store page, not product pages.
Mass No-Show Selection for Meetings (00:29:54)
- Feature request to allow admins to mark multiple attendees as “no-show” at once.
- Current process is manual and time-consuming for large events.
- MatrixMaxx team will investigate feasibility and report back.
Reports Excluding Guests and Cancellations (00:31:11)
- Request to export attendee list without guests, companions, or canceled registrations.
- Existing “All Attendees” report includes companions and cancellations.
- Enhancement suggested to add a filtered export option for active attendees only.
Reconciliation Board Enhancements (00:31:29)
- Request to streamline reconciliation between MatrixMaxx and internal accounting systems.
- Noted that a previous attempt was skipped due to complexity.
- Team will revisit to assess if it’s more feasible now.
Custom Profile Creation for Members (00:34:46)
- Client asked for simplified form for new users (less fields, easier workflow).
- Potential to switch to “short form” version for faster onboarding.
- Discussed restricting organization search to member companies only.
- Concerns raised over data accuracy and security if users self-select member companies.
- Suggested workflows that include conditional logic (e.g., adding new company if not listed).
Valid Domain Management (00:39:00)
- “Valid Domains” field helps ensure users’ emails match their organization’s domain.
- Prevents someone from attaching to a company using a personal email (e.g., Gmail).
- Originally populated during data migration; new orgs require manual updates.
- No self-service bulk update tool exists; scripting assistance may be needed.
Password Setup Enhancements (00:43:11)
- Request to add an eye icon to reveal password during setup/reset.
- Common feature in modern web forms to reduce typos.
- Google password manager suggestions may not appear depending on browser setup.
Participation Report Enhancements (00:44:23)
- Requested additional data columns in organization participation reports.
- Specifically, start and end dates for committee participation.
- Suggested to submit as an enhancement for future development consideration.
Report Discrepancies in Registration Data (00:47:21)
- Concern: companions show as fully paid, even though payment is under main registrant.
- MatrixMaxx team asked for specific examples via support request for review.
- May relate to how fees and payments are linked in registration exports.
Refunds Displaying as Overpayments (00:49:50)
- Reported issue: refunds show as overpayments even after being issued.
- Needs to be checked case-by-case; may reflect how refunded transactions are labeled.
- Support request with examples was recommended.
Zoom Integration Status (00:50:53)
- No update yet on MatrixMaxx-Zoom registration integration.
- Interest from clients noted; more input could influence development priorities.
Q&A Session Mailing List (00:51:10)
- Contact MatrixMaxx support or marketing to be added to Q&A invitation list.
- Likely includes client primary contacts and power users.
- Attending a session does not automatically subscribe users to future invites.
Activating Unpaid Members Temporarily (00:52:56)
- Scenario: new member to be marked active before payment in June.
- Suggested adding a temporary discount to zero the balance and trigger activation.
- Discount can be removed later without affecting activation status.
Directory Contact Designation (00:53:58)
- Adding someone as a “Directory Contact” affects display only, not permissions or functionality.
- Used to control inclusion in member directories, based on implementation setup.