• Episode 2: The Deep Dive

  Series: Site Stacker 101 - Automating Processes  Ready to unlock another layer of automating processes in Site Stacker? In the second episode of this Webinar Series, Mallory will take you on a deeper dive into the process of building efficient workflows using Site Stacker’s Automation Tools. Bring your scuba gear as she guides you through the depths of connecting multiple components together in order to save an abundance of time for any process.Few readers

• Pre-Login Tokens: Setting a Time Limit

  Pre-Login Tokens give you the ability to send hyperlinks through Site Stacker that provide certain access to receivers. For example, a pre-login token link may be sent to a new missionary to help them set up their password for their user account. You now have the ability to send pre-login tokens that expire after a certain amount of time. This aids in creating a more secure email environment, as these links will no longer be accessible after a certain timeframe has passed. After the liFew readers

• Change Log Overview

  The Change Log is a list of historical changes that have been made to the website. This is great for keeping track of data just in case any overwriting or errors occur. You can view this either on the CRM side or in its own component. You also have the ability to save these logs as a list of Admin changes, or Activity as User changes! Why am I not seeing anything for certain times? This is a great question! When a Cron Job is turned off either manually or due to errors, then nothing wilFew readers

• Google SAML Configuration Supporting Documentation

  To configure Google SAML for your Site Stacker Installation, please follow the documentation provided by Google on how to set up your own custom SAML application alongside these instructions. Make the application name “SiteStacker” All other fields are not needed. (A picture for this application is not included). The ACS URL value is: https:// www.sitestacker.com /simplesaml/module.php/saml/sp/saml2-acs.php/default-sp Replace www.sitestacker.com with yourFew readers

• Managing Groups and Admin Permissions in the Users Component

  Groups & Admin Permissions How to Add or Remove Groups in Site Stacker Managing groups in Site Stacker allows you to organize users effectively, such as by department or role. Here’s how to add or remove groups: Adding a New Group Log In: Access your Site Stacker installation using your admin credentials. NaviFew readers

• Docusign Integration Instructions

  REQUIREMENTS Corporate plan with DocuSign with the expected number of envelopes. Non-corporate plans do not have access to the API. Non-profit pricing is available. Connect Feature enabled on DocuSign account.  Developer access to create and edit API keys and webhook Connect settings. RECOMMENDATIONS Keep multiple documents in a single envelope to reduce the total cost. ACCESS DOCUSIGN DEVELOPER ACCOUNT Login into your CFew readers

• Move Payment Method

  Processors Component: Move Payment Method In Site Stacker you can now move payment methods from one record to another. This will also move any transaction history and recurring gift schedules to the new record. Use case: If your child began giving to an org/sponsoring someone using your cc information and you wanted to ensure that you received a tax credit for it, you could have the payment method moved from the child’s record to yours along with the gift history.  ConfigurFew readers

• Installing Base Template Updates for your Site Stacker Installation

  One of the most important things to do is to ensure that your Site Stacker installation is up-to-date. It is best to check the System Manager component in your Site Stacker installation monthly. Installing Base Template Updates for your Site Stacker Installation To install a Base Template update on your Site Stacker Installation, navigate to the admin panel of your installation and click the System Manager Component (https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/pFew readers

• Manage User Logins and Reset Passwords

  Click “Users”. Search for the user by name or email address from the search bar above the user grid. When you find the user, double-click their name to open the edit user screen. To reset their password, type in a new password, press save, and close.  It would be a good practice to now email the user informing of their new “temporary” password and encouraging them to log in and change it to a new moreFew readers

• Configuring the Google Maps API

  The Google Maps feature is used in Site Stacker to filter contacts within a location and a set radius, or to show the contacts in a Google Map interface that can be viewed through the dashboard. Before a user can start using this, the Google Maps API needs to be configured first. NOTE: If you will be using the Google Maps API service, please make sure to use Google's paid version as the free version is only limited to the number of contacts to Geocode. Please refer to this link (https:Few readers

• If you already have SAML configured for Azure...

  If you have already configured your Azure SSO, then setting up SAML for Azure and Site Stacker is even easier. You don’t need to reinvent the wheel and set up a second simple SAML configuration in Azure, you can modify your current configuration.  Under “Basic SAML Configuration” you can edit and add multiple identifiers. The default identifier should be your primary domain.. (https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/151026730301/original/rN-7PFew readers

• What is the Settings Component?

  The Settings component is where you add the API keys for the third-party softwares. Below are the current third-party softwares that Site Stacker can integrate: LogRocket Google APIs  Google ReCaptcha  SAML Security Assertion Markup Language) SendGrid  Cesium  Mailchimp  Tiny MCE v5  Each third-party integration is 'published' differently. For example, in order for you to turn on the Google ReCaptcha on the Checkout page, you will have to do this in the 'SitesFew readers

• Configuring Your SendGrid Account to Capture Inbound Emails

  What will this do for my organization? The SendGrid integration allows a Site Stacker installation to capture inbound emails sent to a configured email address and save them as activities on the CRM record. Any files attached to the email will be stored as files on the CRM record. Notes on functionality: Every email sent from Site Stacker will have a Reply-To address, which will be used to capture replies and save them on the CRM record that received the email initially. CRFew readers

• Enabling the "Open in New Tab" Setting in CRM

  We have now added a checkbox the CRM module that allows you to open people's detail page in a new tab rather than loading it within the same page. This is going to make CRM navigation from the dashboard significantly easier. Below is a quick tutorial on how to enable this for your CRM module grids.   Steps:  Go to Site Planner. Add a new or edit an existing "CRM" module.  Scroll down in the settings and check the "Open in New Tab" checkbox.   (https://s3.aFew readers

• Azure SAML Configuration Supporting Documentation

  Azure Supporting Documentation If you already have SAML configured for Azure... Requirement: In order to connect using Azure for SAML and Office 365, the client needs an “Azure Active Directory Premium P1” license. This is required because the user will need to create an Enterprise App for SiteStacker and will need to use this claiFew readers

• Managing Users in SiteStacker

  How Do I Add or Remove Users on my Site? Log in to your SiteStacker installation Choose the 'Users' component and you should see a list of current users on your site. At the top of the window, you should see an 'Add' button. Click this and an 'Add / Edit User' window should pop up. Add / Edit User WindowFew readers

• SAML Documentation

  SAML, or Security Assertion Markup Language, allows users to sign into their Site Stacker in a secure way with the click of a button.  Currently, Site Stacker has two different SAML integrations available, through Google and/or Microsoft Azure. You can choose to have either one or both SAML options configured for your Site StackerFew readers

• Site Stacker API

  Visualize and try the Site Stacker API. Check the API Guide for more details. CAUTION: Any changes you make will be permanent. Authentication The requests here are already authenticated if you're logged in into Site Stacker.  For the authentication guide see API Authentication. Below is an authentication example in PHP: (https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachmFew readers

• How to update Site Stacker CORE?

  One of the most important things to do is to ensure that your Site Stacker installation is up-to-date. It is best to check the System Manager component in your Site Stacker installation monthly. Installing Updates for your Site Stacker Installation To install an update on your Site Stacker Installation, navigate to the admin panel of your installation and click the System Manager Component (https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/1Few readers