Testimonials - datasprings.com · Testimonials User Guide 1 INTRODUCTION The “Testimonials”...

Testimonials User Guide

Copyright © 2006 Data Springs Inc. All rights reserved.

http://www.datasprings.com/


Table of contents:

1 INTRODUCTION.........................................................................................................................3 2 INSTALLATION PROCEDURE...................................................................................................4 3 ADDING TESTIMONIALS MODULE TO A PAGE......................................................................8 4 TESTIMONIALS MAIN MENU ....................................................................................................9 5 ADDING TESTIMONIAL AS AN ADMINISTRATOR ................................................................10

5.1 Editing a testimonial ..........................................................................................................11 5.2 Approving a testimonial .....................................................................................................12 5.3 Deleting a testimonial ........................................................................................................13

6 ADDING A TESTIMONIAL AS END USER ..............................................................................15 7 ADDING TESTIMONIALS FROM MODULE.............................................................................17 8 ADJUSTING MODULE SETTINGS ..........................................................................................19 9 DELETING TESTIMONIALS MODULE ....................................................................................21

List of figures:

Figure 1: Installation procedure (step 1/7) ..........................................................................................4 Figure 2: Installation procedure (step 2/7) ..........................................................................................4 Figure 3: Installation procedure (step 3/7) ..........................................................................................5 Figure 4: Installation procedure (step 4/7) ..........................................................................................5 Figure 5: Installation procedure (step 5/7) ..........................................................................................6 Figure 6: Installation (step 6/7) ...........................................................................................................6 Figure 7: Installation procedure (step 7/7) ..........................................................................................7 Figure 8: Adding a module to a page..................................................................................................8 Figure 9: Opening the module main menu .........................................................................................8 Figure 10: Opening the main menu ....................................................................................................9 Figure 11: Adding a new testimonial (step 1/2) ................................................................................10 Figure 12: Adding a new testimonial (step 2/2) ................................................................................10 Figure 13: Illustration of the created testimonial ...............................................................................11 Figure 14: Editing a testimonial.........................................................................................................11 Figure 15: Approving a testimonial (step 1/2) ...................................................................................12 Figure 16: Approving a testimonial (step 2/2) ...................................................................................12 Figure 17: Deleting a testimonial (step 1/3) ......................................................................................13 Figure 18: Deleting a testimonial (step 2/3) ......................................................................................13 Figure 19: Deleting a testimonial (step 3/3) ......................................................................................14 Figure 20: Adding a Testimonial as End User (step 1/2)..................................................................15 Figure 21: Adding a Testimonial as End User (step 2/2)..................................................................15 Figure 22: Adding testimonials from module (step 1/2) ....................................................................17 Figure 23: Adding testimonials from module (step 2/2) ....................................................................17 Figure 24: Adjusting module settings (step 1/2) ...............................................................................19 Figure 25: Adjusting module settings (step 2/2) ...............................................................................19 Figure 26: Deleting a module (step 1/2) ...........................................................................................21 Figure 27: Deleting a module (step 2/2) ...........................................................................................21

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1 INTRODUCTION

The “Testimonials” module enables you to create testimonials that will be displayed on the website. In addition your users can post testimonials which you can decide to approve or not and edit appropriately.

This document is a detailed guide for using the “Testimonials” module. Each of the tasks available is described in the appropriate section of this document.

Note: this manual assumes prior experience with DotNetNuke application. For further information about DotNetNuke, please consult the DotNetNuke manual.

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2 INSTALLATION PROCEDURE

Included in your download are either one (If you only purchased the PA) or two (If you purchased the PA and Source Code) zip files. One zip file is the source code to the application, and the other zip file is the module which you can upload to your site.

When you extract the files, you will notice that it extracts two zip files (note: only one if you just purchased the PA).

• DataSprings_Testimonials_Module.zip - file for installing “Testimonials” with your DNN

• DataSprings_Testimonials_Source.zip - source zip file you can use in order to make any changes to the application (note: meant for advanced users)

In order to install your “Testimonials” module, login with an account to your DNN site as a host or administrator account. Once logged in, Navigate to the Host menu item, and click on the “Module Definition”.

Figure 1: Installation procedure (step 1/7)

The following screen will be displayed.


Click on the “Upload New Module” to continue installing “Testimonials” and the following screen will be displayed.

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Click on the “Browse” button and the dialog window for locating the installation file “DataSprings_Testimonials_Module.zip” will be displayed.


Locate the “DataSprings_Testimonials_Module.zip” and click on the “Open” button. The following screen will be displayed.

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Click on the “Add” link inside this screen in order to add the module and it will be added to the list.

Figure 6: Installation (step 6/7)

Select the “DataSprings_Testimonials_Module.zip” file and click on the “Upload New File” link. The installation will begin and in couple of moments the screen informing you on successful completion will be displayed.

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Note: please keep track of any errors that appear during the installation. These errors can be helpful if your module has problems.

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3 ADDING TESTIMONIALS MODULE TO A PAGE

In order to add “Testimonials” module to a desired page follow these steps:

1. Select the “Add New Module” radio button

2. Choose “Testimonials” from the “Module” pull down menu

3. Click on the “Add” link (or the arrow icon ).

Figure 8: Adding a module to a page

The “Testimonials” module will be added to the page. Click on the arrow next to the title of the module in order to open the main menu.

Figure 9: Opening the module main menu

Note: see section 4 for further information on main menu options.

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4 TESTIMONIALS MAIN MENU

This section of the document will give the definition of the “Testimonials” main menu options. In order to start using the main menu, click on the arrow next to the title “Testimonials”.

Figure 10: Opening the main menu

The following options are available inside this screen:

• Add New Testimonial – option for adding a new testimonial (see section 5)

• Add From Module – option for adding testimonials from the module (see section 7)

• Help – option for accessing this manual

• Online Help - option for accessing this manual

• Print – option for printing the page

• Settings – option for managing “Testimonials” general settings (see section 8)

• Delete – option for deleting a module (see section 9)

• Move – option for placing the module in the desired part of the page:

o Move Down

o Move Bottom

o Move To LeftPane

o Move To RightPane

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5 ADDING TESTIMONIAL AS AN ADMINISTRATOR

In order to start adding a new testimonial as an administrator, choose option “Add New Testimonial” from the main menu.

Figure 11: Adding a new testimonial (step 1/2)


Figure 12: Adding a new testimonial (step 2/2)

The following parameters are available inside this screen:

• Sort Order – input field for setting the desired sort order for this testimonial (e.g. “1”, which will make this testimonial first in the list)

• Approved – check this checkbox in order to approve the testimonial, i.e. make it visible to the site visitors

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• Name – input field for entering the name of the person giving the testimonial (e.g. “John Smith”)

• Testimonial – text area for entering the testimonial text

• City, State – Position – input field for entering City, State and Position of the person giving the testimonial (e.g. “Chicago, Illinois – Chief Executive Officer”)

After setting the desired parameters, click on the "Update” button and the testimonial will be created.

Figure 13: Illustration of the created testimonial

Notes:

• you can repeat this procedure for as many testimonials as you like

• see section 8 for further information on setting up “Testimonials” module

5.1 Editing a testimonial

In order to start editing a testimonial, click on the pencil icon next to the desired testimonial.

Figure 14: Editing a testimonial

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The screen with the parameters of the chosen testimonial will be displayed where you can make the desired changes. Click on the “Update” button to save the changes.

Note: see section 5 for further information about the parameters.

5.2 Approving a testimonial

In order to approve a testimonial posted by the user, click on the edit icon next to the desired testimonial (note: information about whether the testimonial is approved or not will be displayed next to the icon).

Figure 15: Approving a testimonial (step 1/2)


Figure 16: Approving a testimonial (step 2/2)

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Check the “Approved” checkbox and click on the “Update” button. This testimonial will be approved and displayed on the website.

Note: you can choose to automatically approve each testimonial posted by the user (see section 8)

5.3 Deleting a testimonial

In order to delete a testimonial, click on the pencil icon next to the desired testimonial.

Figure 17: Deleting a testimonial (step 1/3)

The screen with the parameters of the chosen testimonial will be displayed.


Click on the “Delete” link and the confirmation dialog will be displayed.

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Click on the “OK” button and the chosen testimonial will be deleted.

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6 ADDING A TESTIMONIAL AS END USER

This section will describe the procedure of posting a testimonial as seen from the perspective of the end user.

The end user will reach the testimonials page where he needs to click on the “Add testimonial” link.

Figure 20: Adding a Testimonial as End User (step 1/2)

The following page will be displayed.

Figure 21: Adding a Testimonial as End User (step 2/2)

Inside this page the end user needs to fill in the testimonial parameters and click on the “Update” button.

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Note:

• in order for users to be able to post testimonials, you need to check that option under module settings (see section 8)

• if the option for posting testimonials automatically has been disabled, the testimonial needs to be approved by you as an administrator before it becomes visible on the website (see section 5.2 for further information)

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7 ADDING TESTIMONIALS FROM MODULE

The purpose of “Add From Module” option is to allow you to add testimonials you have already created to a different page.

In order to start adding testimonials from module, choose option “Add from module” inside the main menu.

Figure 22: Adding testimonials from module (step 1/2)


Figure 23: Adding testimonials from module (step 2/2)

• Testimonials Set – choose the testimonials set you wish to add to the page

o Note: each time a new testimonials module is added to a page you will see an additional option; for example, if you added three testimonials modules throughout the site when you added the fourth one you will see three items inside the pull down menu.

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• Fill from this Testimonials Set – click on this link after choosing the desired set and the chosen testimonial will be displayed inside the page

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8 ADJUSTING MODULE SETTINGS

In order to adjust the “Testimonials” module settings, choose option “Settings” from the main menu.

Figure 24: Adjusting module settings (step 1/2)

The following screen with the various settings will be displayed. Scroll down to the bottom of the page and click on the “+” symbol next to the “Testimonial Module Settings” label in order to expand the available options.

Figure 25: Adjusting module settings (step 2/2)

The following parameters are available inside this screen:

• Users can submit testimonials – choose whether you want to allow the users to post testimonials (“Yes”) or not (“No”)

• Requires users to login – check this checkbox if you only want to force the user to login prior to posting a testimonial

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• Automatically approve testimonials – check this option if you want approve the posted testimonial automatically i.e. every posted testimonial will be immediately visible on the site

o Note: turn off this option if you want to be able to moderate the testimonials prior to posting them to the website.

• Approve Email Address - email address testimonials are sent to for approval after the user has submitted them)

• Display testimonials in random order – choose this option if you want to display the testimonials randomly (note: this will override any sort order that you have defined for the testimonials)

• Display how many testimonials on the page – enter the desired number of testimonials displayed on the page (note: entering “0” will display all existing testimonials)

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9 DELETING TESTIMONIALS MODULE

In order to delete “Testimonials” module, choose option “Delete” from the main menu.

Figure 26: Deleting a module (step 1/2)

The dialog for confirming deletion of the module will be displayed.

Figure 27: Deleting a module (step 2/2)

Click on the “Ok” button and the module will be deleted.

Testimonials - datasprings.com · Testimonials User Guide 1 INTRODUCTION The “Testimonials”...

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