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Catherine of Siena - Orange Park, FL

Gary Smith, Web Department Director at DiocesanBlake Stapleton, Web Designer at DiocesanVeronica Alvarado, Project Manager at DiocesanMary Goeldel, DiocesanKyle Sullivan, Web Development at DiocesanSam Pohlman, Web Developer at DiocesanDanae Chudy, Web Designer at DiocesanNathalie Shultz, Web ConsultantLisa Murphy, Catherine of Siena Orange Park StaffCody Armock, Web Content Specialist at DiocesanAlan Snodgrass, DiocesanArthur Richardson, Web Project Manager at DiocesanMarcus Borger, Developer at Diocesan_SupportRyan Hoch, Web at Diocesan +3 others
TO THE CLIENT Sent by Cody Armock on

Development Link & Training

To: Lisa Murphy
CC our team: Veronica Alvarado

Good morning Lisa,


We have reached the point in the development process in which we share the link to the development site with you. First, I wanted to go over the missing content from the website and then get into the training and development site.

Things We Need From You
We do still need some information from you, if possible. Otherwise, we can simply remove these items from the main menu and website.
  • Sacramental Prep Forms/Certificates for Infant Baptism, Youth Confirmation, and annulment forms
  • What content is supposed to go on  "Join a Group", "Join a Ministry", "Join a Mission", "Invite a Friend", and "Care and Support" pages under the "Next Steps" Menu Dropdown"? 
  • What content is meant to go in the "Message from Pastor" page?

Training
The first training session typically takes ~2 hours and is done remotely via Diocesan's version of TeamViewer. At the beginning of our phone call, I will walk you through how to set up the remote access program. 

During the training sessions, we go over:
  • How to edit the homepage content
  • How to edit the footer
  • How to edit the menu
  • How to create/edit inner pages
  • How to create/edit posts
  • How to create/edit/use image galleries
  • How to create/edit/use online forms
  • Any other questions that you may have
Since this can be a lot, we break the training down into two sessions:
  1. Editing the site basics  (pages, posts, menu, homepage)
  2. Editing the additional site features & answering follow-up questions (forms, galleries, etc.)
This is completely up to your learning pace and how much you feel comfortable covering at once. 

Development Site Link
Something to keep in mind is that the site is not quite completed yet, with the largest thing being mobile responsiveness. That said, it is best to look at the development site on a desktop computer, rather than a laptop or smaller screen. Mobile development/responsiveness is something that the developer completes after the training so that he can update any changes along with the original development!
There are some other big items that we are still working on, such as:
  • Item button styling on the Sacraments and other pages
  • Heading Styles
  • Parts of the Accordions on the Ministry pages
  • Plinko Block Image issues
Other than that, if you see anything that alarms you (design or functionality), please let me know and we can address your concerns.

https://stcatherineop.diocesanweb.org/


Please let me know what dates and times work best for the training or if you have any other questions,

Cody Armock

Web Department, Diocesan
877-923-0777
FROM THE CLIENT Lisa Murphy, Catherine of Siena Orange Park Staff Lisa Murphy
Hi Cody, quick question, if we want to include a form (for example, a request for a sacramental record) in what format should I provide that to you? We currently do not have that online but would like to. Can I give it to you in a PDF or jpeg or do I have to do it in some other program?
I will start getting the other material to you, basically it will be a list, should I email it to you or try to put it right into the development site?

We would like to have training on a Thursday (except Halloween!) How many persons can we have take the training?

We currently use jot forms for some of these items (Sacramental Prep Forms and our Religious education program call Encounter – you may already have that on here)

Hopefully will get some of this material to you today.

Our current website is hosted by Impact Graphics which is going to be shutting down in the very near future and has asked if they can work with you in migrating the material? Should we exchange contact information between you and them?

Thank you for your assistance in all this.


[logo for email sig]
Lisa Murphy
Parish Secretary
St. Catherine of Siena
904-264-0577 ext. 324
parish@stcatherineop.com<mailto:parish@stcatherineop.com>
1649 Kingsley Ave.
Orange Park, FL 32073
image001.jpg 6.99 KB • Download
To: Cody Armock and Veronica Alvarado
TO THE CLIENT Cody Armock, Web Content Specialist at Diocesan Cody Armock, Web Content Specialist

Hello Lisa,


I will do my best to answer these questions in order and concisely, but let me know if I missed something or something needs more clarification.

Forms
You can provide them to me in any format, but PDF and Doc(x) are the best usually, this way they are quicker to edit for the user and are easier to print off. You can email me the other material or send it to webdepartment@diocesan.com if there is a lot of them.

Training
I can do next Thursday, 10/3 afternoon at 1 pm or 2 pm EST, if that works for you or the following Thursday, 10/10, any time 9:30 am-2:00 pm EST. If those will not work then we can look at more.
There is no limit to the maximum number of people in the training. I would say that less than 1000 would be preferred, but could be doable!

As for the Jot Forms, I think I may have them already on there, but make sure that they are up to date on the current website and that the links work. If the links work there, then they will work on the new site.

Current Website
Do you when your hosting with Impact Graphics is going to be shutting down? There is no need for help with migrating the material since that has been done (unless we missed something, please let us know if we did). At this time,  I don't think it is necessary to exchange contact information? Also, do you have the login information for the current site? If we have that, we can easily migrate any photos and media items very quickly, so those are backed up on the current site. 

Let me know about the training times and the login information, don't hesitate to ask any other questions!

Thank you,

Cody Armock

Web Department, Diocesan
877-923-0777
To: Lisa Murphy
CC our team: Veronica Alvarado
FROM THE CLIENT Lisa Murphy, Catherine of Siena Orange Park Staff Lisa Murphy
Cody: I have spoken with Vincent and we feel the October 10 date works best for us.
We prefer afternoon in case we have a funeral in the morning.
Can we make it a working lunch and do 12-2pm?

As I had mentioned, the organization that has been hosting our site is closing its doors and with it our site, do you need anything from them before that happens? I am not sure how the “switch gets flipped” so to speak……

Thanks for the help and I will get as much done as quickly as possible.

Lisa
To: Cody Armock and Veronica Alvarado
TO THE CLIENT Cody Armock, Web Content Specialist at Diocesan Cody Armock, Web Content Specialist
Hello Lisa,

October 10th at 12-2pm it is! That is not a problem. Just out of curiosity, how many people will there be for the training and will they all be in the same room?

As for the old site, if we could have the login to the current site so that we can make a backup of the media and posts, that would be incredibly helpful.

Here is the meeting information for October 10th:

Description:
Diocesan is inviting you to a scheduled Zoom meeting.

Join Zoom Meeting
https://zoom.us/j/943938969

Meeting ID: 943 938 969

Call to Join Meeting Audio
        +1 646 876 9923

If you have any questions let me know! 

Thank you,
Cody Armock
To: Lisa Murphy
CC our team: Veronica Alvarado
FROM THE CLIENT Lisa Murphy, Catherine of Siena Orange Park Staff Lisa Murphy
Cody: you can use my login and password for the website:

Login is parish@stcatherineop.com<mailto:parish@stcatherineop.com>
Password is StCath1649!

Here is link to login page. Let me know if you have any problems…
To: Cody Armock and Veronica Alvarado
TO THE CLIENT Veronica Alvarado, Project Manager at Diocesan Veronica Alvarado, Project Manager
Thanks so much for sending this over Lisa! 

Veronica Alvarado

Web Department, Diocesan
877-923-0777
To: Lisa Murphy
CC our team: Cody Armock
TO THE CLIENT Cody Armock, Web Content Specialist at Diocesan Cody Armock, Web Content Specialist

Hello Lisa,


Here is the training information for today at 2pm.

Diocesan is inviting you to a scheduled Zoom meeting.

Join Zoom Meeting
https://zoom.us/j/598817211

Meeting ID: 598 817 211

Call To Join Audio for the Meeting
        +1 646 876 9923

Meeting ID: 598 817 211

Let me know if you have any questions!

Cody Armock

Web Department, Diocesan
877-923-0777
To: Lisa Murphy
CC our team: Veronica Alvarado
TO THE CLIENT Cody Armock, Web Content Specialist at Diocesan Cody Armock, Web Content Specialist

Hello Lisa,


So I was finally able to get the PayPal settings to show up on the Forms > Settings page. So if you hover over Forms in the left sidebar menu and then go to the Settings option, you should see a tab for PayPal.

There is also an option for the PayPal Payments Pro which states: "PayPal Payments Pro is a merchant account and gateway in one. Use Gravity Forms to collect payment information and automatically integrate to your PayPal Payments Pro account. If you don't have a PayPal Payments Pro account, you can sign up for one here."

The one to go with all depends on which account you have. Do you have a PayPal Payments Pro account, a business account set-up through that or is it just a normal PayPal account. Depending on which one you have, I will delete the other because it will be unnecessary and could cause issues. I will also include instructions based on which account type you have.

Let me know which account type it is so we can start setting up the correct version.

Thank you,

Cody Armock

Web Department, Diocesan
877-923-0777
To: Lisa Murphy
CC our team: Veronica Alvarado
FROM THE CLIENT Lisa Murphy, Catherine of Siena Orange Park Staff Lisa Murphy
Vincent: can you answer the question below regarding what type of paypal account we need or are using?

Thank you,

Lisa
To: Cody Armock and Veronica Alvarado
FROM THE CLIENT Lisa Murphy, Catherine of Siena Orange Park Staff Lisa Murphy
Cody: I checked with Vincent as set up the paypal – here is his reply:

We have a standard Paypal Business account, as it does not charge a monthly fee and we are not collecting enough money to warrant using a payment pro account that charges $30 per month.


Thanks!


[logo for email sig]
Lisa Murphy
Parish Secretary
St. Catherine of Siena
904-264-0577 ext. 324
parish@stcatherineop.com<mailto:parish@stcatherineop.com>
1649 Kingsley Ave.
Orange Park, FL 32073
image001.jpg 6.99 KB • Download
To: Cody Armock and Veronica Alvarado
TO THE CLIENT Cody Armock, Web Content Specialist at Diocesan Cody Armock, Web Content Specialist
Hello Lisa,

Sounds good. I removed the one that will not be used. You should be able to access that part of the forms page by going here. Then follow the instructions on that page. After that is completed and you checked the confirmation box.

You can test to make sure that everything is functioning by using the PayPal Test I created. 
  1. You will need to go the settings tab of the form and replace the PayPal Email Address with the one for your PayPal account. 
  2. Keep the Mode as Production. Change the transaction type to whatever you want. 
  3. Donations seems to work well.
  4. Keep the Payment Amount to Total 
  5. Fill in the Billing Information (may already be completed) 
  6. Put in any image url (from the media gallery) if you want and the Cancel URL can be the Homepage or the form page
  7. Update settings. 

To test, you can fill out it out in the preview mode of Gravity Forms, or you can put it on a page if you feel so inclined.

Let me know if you have any questions!

Cody Armock
To: Lisa Murphy
CC our team: Veronica Alvarado