Once you get site admin access to the platform, log in and access the admin dashboard —

  • Hover over your name on the Menu - this will reveal a drop-down list.

  • The first item on the list is Admin

  • Clicking there will take you to the admin dashboard

  • Click on the hamburger icon on the top left and head to Site Settings. Here you will see various fields to configure for the site like name, logo, social links, etc.

Now, from here set up branding and other basic details for the platform.

Enter Primary details

Under this tab, there are name fields, contact details, and other communication-related fields to fill in.

  • School/University/Organization Name: Enter your Institution's Full Name here.

  • School/University Short Name - On the platform, there are places where your institution's full name doesn't fit. So, enter a short name of your institution in this field.

  • Name of the Alumni Association - The name of the Alumni Association appears at the top of the website. Examples: ABC Alumni Network, ABC Connect, etc.

  • Short Name of the Alumni Association - Enter a short name of your Alumni Association here.

  • Primary Sender Communication Name - Any automated emails sent from the platform will appear on the receiver's inbox with this name. It can be the same as your Alumni Association name.

  • Primary Communication Reply Email (Reply To) -. Replies to any automated emails from the platform will be sent to this address. The address will also appear on the footer of the website.

  • Primary Contact - This number will appear on the footer of the website.

  • The database used - Choose the database where you have all your constituent data stored. (We can explore options to integrate with those).

    You can also refer to this short video for more details.

Domain Settings

Here you can set the domain for the website. There are step by step instructions on how to go about it.

Enter Branding details

  • Upload the logos and add the colors you want to add to the website.

  • Logos - While uploading the logo, please refer to the help texts and Reference images added under the fields.

  • Colors - Once you enter the hex codes of the Primary, Secondary, and Accent colors you want to add, to the respective fields, our team will get notified. We will add those colors to the site within the next 24 hours.

Notifications and others

  • Under this tab, you can enter who should get notified when someone signs up on the platform

  • Enable wishes to be sent on birthdays and anniversaries to the records on the platform. Note: We recommend doing it once the domain settings are done.

Social Media details

  • Under this tab, enter the URLs of your Social Media Handles.

    Note: Please ensure that the social media handles you enter should be Public pages and not closed groups.

  • You can refer to this video to know more details on Branding and Social Media Setup.

    Fundraising

    (Relevant only if you are using the Almabase Giving module)

  • Thank you email sender: Enter the user from who the "Thank you" email to the donors should go.

  • The other two fields are to notify when a new gift is made or send weekly reports of gifts.

    That's all with the basic setup of the platform!

    Note: Primary Info and Branding are two sections you need to fill out to get started with basics. The other sections can be filled out later too.

    If you have any questions feel free to reach out to help@almabase.com.

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