What days next week are you available for the training? 

Monday, Tuesday, and Thursday, I am available between 9 am and 4 pm. Wednesday, I have a training from 9am-11am, but any time after that works.

Let me know if any of those times work!

Web Department, Diocesan
877-923-0777

I have scheduled next Tuesday (7/23) at 10 am for the first training, which covers the basic editing of the site (Posts, Pages, Media, and Theme Settings). In the second training, we cover creating forms and making galleries. 

We schedule the second training at least one week after the first training. We do that because it gives you time to go through the site, edit it, and if any questions arise then I can answer those in the second training. 

If you'd like, I can schedule a tentative second training for the 30th at 10 am now and if you need more time based on the first training then we can move it. Would you like me to do that?

Will there be anyone else in the meeting? If so, will they need to be conferenced in?

I will send you the meeting information/directions on Monday so that it is easily accessible.

Please let me know if that works for you.

Web Department, Diocesan
877-923-0777

Hello Jane,

I have updated the forms on the site. They are changed on the landing page for the buttons.

Cody Armock

Here is the meeting information for today.

Diocesan is inviting you to a scheduled Zoom meeting.

Topic: First Training | Joseph (Athens, GA)
Time: Jul 23, 2019, 10:00 AM Eastern Time (US and Canada)

Join Zoom Meeting
https://zoom.us/j/301972841

Dial by your location
        +1 646 876 9923 US (New York)

Meeting ID: 301 972 841

Let me know if you have any questions.

Web Department, Diocesan
877-923-0777

That’s a lot to go through and I hope to not miss anything. So let me know if I do. When you use the term “hero pix”, I believe you are referring to the “Featured Image” of the page, so I will answer based on that assumption.  When I sent the login information, I attached some links to various free stock photo sites as well. You can use some of those sites to find photos to put as the featured image just remember that the site will take the center of the image and fill in around that, so part of the image may be cut off. You can crop the image if needed. Here are two links that may help in this situation: How to add the featured image to a page and how to crop images in WordPress both of these articles come from the Diocesan Knowledgebase and walk you through it with screenshots. 

As for the Sacraments pages and the Parish Office phone/email adjustments, I am not sure what you mean by those. You can move those around as you see fit, make them bold/unbold, italicized/unitalicized, bigger/smaller. You can move those to where you want them and change them however you’d like.

Elementary: Delete column to one. I have gone ahead and done this for you but would like to explain how I did it so that you’ll be able to do it in the future. I clicked on each of the blocks in the column, the Heading and the first paragraph. Two rows of three dots came up on the left side of the block and by clicking and holding on that icon, I dragged it down under the columns and above the rest of the content. I did the same with the paragraph block. The “For more information….” block did not let me click and drag it, so I copied the content and pasted it in a paragraph block under the other moved content. I, then, clicked on a blank part of the column block (can also be found by clicking the Block Navigation icon below the “View Page” Menu item in the Black Admin Bar, see image). Then you can click the vertical three dots and click remove the block. Then the column block will be removed.

With the image buttons, to add an “Adult” button you can either click the “Add Button” at the bottom or hover over one of the buttons and click the little ‘+’ sign that appears on the right side (to delete, click the ‘-’ sign and then confirm it by clicking “remove”). Then add the image for the button, the link — where the button will go to — and the link text — the Title/Text that will display on the Button. The text, if any, will appear underneath the button. If you want to reorder the buttons, you can do so by hovering over the button and clicking and holding the number of the left side and dragging it higher or lower in the list. The link that you added for the “Adult” button does not go to a page right now. I will be sure to cover this in training tomorrow. That way i can walk you through it.

“Christian Initiation” can be changed in the Menu by going to Appearance on the left Menu and going to “Menus”. You can then click on the little triangle by the Menu Item that you’d like to edit, in this case, “Christian Initiation Classes” and change the Navigation Label to be “Becoming Catholic”. Here is another helpful article from the knowledge base on how to edit Menu Items.

Unfortunately, I cannot add menu dropdowns, in addition, to photo buttons because all of those “photo buttons” are part of that page and Menu items are meant to go to different pages or posts. All the ministry info is part of the Ministries page. 

One can sign up to have bulletins emailed to you if they click on that link that takes them to discovermass.com and they click the yellow “Sign Up Today” button under the “Email Notification” Section. 

Unfortunately, there is not a way to set up a search by a question and then be able to click to see the full answer currently on the site. As this was not in the original scope of the site, this would have to be quoted out to the designer and developer to see how much time it would take to design and implement this and could push the launch date further. That being said, there is an accordion block that can be used on the site. It is not styled yet, but it will look like the accordions on the ministry page. You could use these instead of the search by putting the question in the ‘Section Title’ and then the answer in the content area.

I hope that answers all your questions. If you want anything covered specifically in our training tomorrow, let me know either now or tomorrow. 

Web Department, Diocesan

877-923-0777

The ratio changes based on the screen size. We are working on the mobile versions now, so the images won't be nearly as big on the phone as it is now. You could have an image fit one device, but not the others based on how the devices are laid out. A Desktop monitor or laptop screen is more landscape (horizontal) whereas a phone or tablet are usually portrait mode (vertical). So it is hard to pick image dimensions based off that so that it is perfect for each device. For desktop it is 1873px wide by 471px tall whereas on a phone it could be all sorts of forms are ~384px wide by 230px tall, it could be wider or narrower depending on the phone too.

What I recommend is to choose an image or crop an image so that the part you want to see is in the very center of the image and make it landscape or horizontal so that it is wider than it is tall. About a 3:2 or 4:2 ratio is good so that it displays the part you want to show on desktop and will show nearly the whole image on tablets and phones.

As for the Contact Information on the Baptism Pages, I have made a to-do to make the links the same size as the text. This must-have slipped through as I was making to-dos or was not completed successfully, so thank you for bringing it to my attention. However, I have not seen any phone numbers underlined to indicate that they are linked. Some are bold, which can be undone by highlighting the text and clicking the Bold icon in the paragraph menu options.

Here is how to make emails links in WordPress. You can make the Phone Numbers links too if you really wanted so that if a person is on a Phone they can call right from the website by following the same steps in the link above and replacing "mailto:name@domain" with "tel:1-###-###-####". Since this affects only where the link goes you could have text that says "Click here to call the Parish Office" and have tel:1-706-548-6332 be the link address and that way someone could call the office right from there. 

We can go over these questions tomorrow in training. It shouldn't take much time.

The staff page is a template, so the page is done all through code, which pulls the information from the Staff Members module. I have made a to-do for the developer to fix the heading from Non-Clergy Staff to just "Staff".

I am not sure why the calendar would not be updating. It refreshes every two hours, so if the changes were made within that time, that could be it. Also, are the events being updated through Google Calendar directly or through another source like Outlook or another app that is being imported through Google Calendar? We have had issues in the past where Google Calendar will import a calendar from somewhere else (e.g. Outlook) and someone will delete an event from the Outlook calendar and it will not delete it from the website. So, that could be it. I am not exactly sure why that would happen without further testing. 

The reason why the images on the homepage are touching is because of what was on the approved design. I will have to talk with the project manager and developer to see how much time this would take and if it would cost anything to do it. I will let you know what they say.

Let me know if you have any other questions,

Web Department, Diocesan

877-923-0777

Here is the meeting information for tomorrow:

Diocesan is inviting you to a scheduled Zoom meeting.

Topic: Second Training with Joseph - Athens, GA
Time: Jul 30, 2019 10:00 AM Eastern Time (US and Canada)

Join Zoom Meeting
https://zoom.us/j/317731479

Dial by your location
        +1 646 876 9923 US (New York)

Meeting ID: 317 731 479

Let me know if you have any other questions,

Web Department, Diocesan

877-923-0777

You added the very long title of "Frequently Asked Questions" to the menu and that can adjust the styling of it. I shortened it to FAQ. The Menu bar can only hold so many characters before it goes to another line or goes a little crazy.

I am not sure what Parish Registration Button you are referring to, but yes, you can add the Spanish Registration Form onto a page and link to that page from a button.

To add accent marks in the text you actually have to add the letter with the accent. Here is a list of Alt-Codes, in order to add the right letter. All you need to do is hold the alt key and press those numbers and then let go of the alt key.

To change the Sub-Labels into Spanish, change the Custom Sub-Label fields like the image below.

image.png 42.6 KB • Download

Unfortunately, to get the online form to look like the paper copy would be a very intensive process and would be more on the developer to style rather than a designer. The time that it would take to style the form, both English and Spanish, to be able to fit it on a single sheet, double-sided, would be very difficult and tedious, which would fall outside of the original quote. 

However, you could create the form (like the others) and then export the entries as a CSV (Microsoft Excel) file that could be filed, but that would depend on the policies and procedures in place at the parish. Moreover, looking at the form, I would suggest keeping it as the paper copy because of liability issues, security issues that can arise, and the Photo Release Consent, not to mention the Payment Process.

Let me know if you have any other questions or I need to clarify something,

Web Department, Diocesan

877-923-0777

I am not sure if you can set that to the default fund. There may be a specific url for giving to just that fund (but I cannot find it at least from Quick Give option), however looking at the online giving link it does not seem like there is a way to have that specific Fund on default. That would be more of an OSV question, they may know a way to do it since it is their website. However, you can set the form to redirect to that address in the confirmation settings under the settings tab and set it to redirect them to the giving portal rather than the text confirmation.

Other than that, I don't see a way to set the dropdown for the Fund to a specific value right away, but it may be worth contacting OSV.

Web Department, Diocesan

877-923-0777

What would happen with the redirect is that they fill out the form and once they hit submit, it would redirect them to the online giving page to fill it out and pay. Unfortunately, to my knowledge, there is no way in order to make sure they have paid before filling out the form. 

You could have a radio button to ask if they have paid or not and hide the submit button if they put "No" for it, by doing adding conditional logic for the button in the Form Settings under the Settings Tab. I would suggest including a little description on the radio buttons field to give them the link to go to fill it out or putting it elsewhere on the page. This isn't the perfect solution since they could just lie and put "yes" for the radio buttons but it may help.

Good Morning, Jane,

Did you want to export the form itself or the entries of the form? Exporting the form is used to bring the form into another site through Gravity Forms, the plugin that we use. Exporting the entries will download a CSV file that you can open in Microsoft Excel.  

To understand the question better, and therefore, help better, what are you trying to accomplish by making the form a Word doc?

Cody Armock

Do they want to be able to print out just the empty form or do they want to be able to print out the entries within the form?

Unfortunately, the only way for that to happen would be either the person filling out the form would print it and send it in or the person in charge of the form would fill in those entries. Both of these are rather implausible and unnecessary. 

The Export > Export Entries Tool would be the best bet. It won't be as pretty as the filled out form for each applicant, but it will put each entry into an Excel doc with the Fields that you select at the top of each column and the data below each of the corresponding columns. It has the capability of selecting a date range so that you can grab just the summer ones or all of them from 2019 instead of all the entries or anything in between. 

As I see it, this would cut down the number of paper expended and would be rather helpful for registration. The Excel Sheet can be edited after it is downloaded if formatting needed to be changed or anything. For instance, they could add dates to see if the child attends or if they have paid, etc. I think this is the better way to go, overall. It does not have the functionality to be put into a Word Doc as of this moment, but I believe the Excel route is the way to go in this particular instance.

No worries, Jane. I understand completely. The Church is very calculated and slow to move forward (that's why it's been around so long) and the parish, being an extension of that, has to be cautious moving forward too. I think it will be beneficial and positive in the end, but the transition can be a difficult time. The spreadsheet offers a lot of advantages like the ability to sort and search quickly, the adaptability of it (being able to change things quickly and easily), as well as the organizational aspect amongst many other things.

Are you ready for launch tomorrow? Have you updated the posts and pages that you wanted? Just wanted to offer the reminder. I will be going through and checking the site one last time later today to make sure that there aren't any broken links or any other issues that I have not caught earlier, prior to the launch tomorrow. Also, we will be launching around 9 am EST tomorrow and we should be done around 1 pm (if all goes well, you'll get an email when it is done), so just remember to refrain from editing content during that time. 

Let me know if you have any other questions.

Absolutely, in the Notification Settings area for the Sacrament Inquiry Form, there is a radio button for the Send To area called Configure Routing, click that and then use the "Which Sacrament are you Inquiring about?" as the field for the conditional logic and put in the correct email address for each one.

So it will look something like this Send To (Secretary's Email) if Which Sacrament are you inquiring about? IS Baptism and then keep going for the rest of them.

You can change the publish date of the post. The homepage will take the most recent ones. You can change the publish date either within the post while making it and on the right document pane or edit in the quick edit viewing all the posts. You can set the posts you don't want showing on the homepage to be yesterday or published before the posts you want to show.

Just a note too to set the Featured Image for the posts. This ensures that the homepage is looking the best it possibly can and that the Date appears on the image and does not cover the text. It also attracts the eye more and can be a quick summary of what it is. I can send you the free stock photo list if needed.

image.png 104 KB • Download

Hi Jane,

Publish date is different from Event Date. The event date will be what shows on the homepage and the Archive page (Bottom of the post). The Publish date will be when the post will be able to be seen. Immediately, back-dated, or scheduled for the future (on the right pane). Hope that helps clarify.

image.png 111 KB • Download

The most recently published was first, so that the newest posts, usually are the ones put on the homepage. You can change the RE post's Publish Date to be August 8th, 2019, 2:35pm that would be the newest post and would show up on the homepage.

Hello Jane,

I have added those buttons. There was some styling that had to take place. It should be good now. We are working on Mobile Responsiveness for the buttons so that they shrink instead of breaking. The buttons are there and I created the Individual Forms Pages.

Cody Armock

Hi Jane,

I forgot to add something to the last email. Moving forward, please send emails to webdepartment@diocesan.com. We will be archiving the Basecamp project soon, as such, emails sent through it do not have a guarantee of being read, which would be very unfortunate. Just wanted to let you know that so that if you have any future questions they will be answered via that email.

Thank you!

Cody Armock