Branch & Committee How-To's

How-to's for managing branch and committee rosters, documents folders and files, events calendars and blogs. And learn about web permissions and privileges based on your committee status.

Manage branch & Committee Rosters

To view or manage your committee's roster, first find the committee on your My Profile page, or from our Locations & Lodges page.

Click on the "Roster" button in the orange admin panel to view more detailed information, download the roster, add people to the roster, edit roster records, and remove people from the roster. You'll find "Download Roster" and "Add Person to Roster" buttons at the top of the roster page and an "Edit" link next to each person's name. Clicking on a person's name gives you their My Profile pop-up.

Committee Roster How To

website permissions are granted from branch & committee rosters

Branch Council: Admins

  • Edit your branch's "about us" page and your committees' pages
  • Add to or edit your branch council roster
  • Add and manage your branch's committee and subcommittee rosters
  • Add and manage your branch's and committees' courses
  • Add events to your branch's calendar
  • Add blog posts to any blog on our website

Committee: Admins

  • Add to or edit your committee roster
  • Edit your committee page
  • Add and edit any committee materials (folders, files, pages, etc.)
  • Add and manage courses
  • Add and manage activities
  • Add and manage subcommittees
  • Add events committee or branch calendars
  • Add blog posts to any blog on our website

Committee: Leaders

Committee: all personnel

  • View and download the committee roster.
  • Add committee materials (and edit the content you added).
  • View committee materials - from ANY committee - that is in the "Shared with Committee" state.
  • Note: Committee positions (Chair, Secretary, Treasurer, Member) and Instructors are mostly for tracking purposes, but we frequently send messages only to people in those roles, which allows us to cut down on the spam to everyone else.

branch "Home" and "About us" pages

Keeping content up to date on webpages is a full time job. The branch "home" pages were designed to highlight events, blogs and the courses & activities that each branch sponsors regularly rather than be a page for lots of content that must be constantly updated. This page has two fields that can be updated to give your branch page a new feel. These fields are the image and summary. These pages are designed to use banner images which must be exactly 975 x 370 pixels. Below are some details about the portlets on the branch "home" page.

Branch News

This area is populated by branch blogs and shows the five most recent blog posts.  If your blog is not showing up in this area, edit the blog post and be sure that your branch (e.g. Kitsap Branch) is in the "Tags" field on the "Categorization" tab. See the blog instructions below for more information.

About Us

This portlet is the link to your branch's "about us" page that branch council admins may edit.  It is designed to be a page that can be updated as needed but is best with more "evergreen" content about your branch. Note that this page is also the branch council committee, so this is also where you update the branch council roster. Edit this page as you would a committee page described in the next section.

Courses & Activities

This portlet is the link to a page that highlights all of the courses and activities your branch committee sponsors. There was a deliberate choice to exclude the word committee from the course & activity buttons because our member studies found that people are far more interested in reading about the different types of courses and activities than learning about the governing body we call a committee.

Events

This portlet lists the next six events that are listed in your branch's upcoming events calendar. See the event instructions below for more information.

Edit your committee Page

The committee page is a great place to share detailed information about the kinds of activities, courses and events your committee sponsors. The committee page is designed to be easily edited by committee admins.  It also contains a "Committee Materials" portlet that shows the materials your committee regularly uses and has shared. Find your committees on your My Profile page or on our Locations & Lodges page.

When you choose "Edit" from the orange admin panel of your committee page, you'll be able to edit the content on that page.  Here are the fields where you will enter and edit content:

Title

Your committee's name.

Summary

A brief description of what your committee does. It should be no more than three sentences.

lead image

An image that best represents your committee's activities, courses and events. Committee page images are best if they are 400 tall or wide and less than 265 pixels in the opposite dimension.  Note that if the image has a width of 1.5 times its height or greater, the page will display it "banner-image" style, but it won't appear as a good banner image unless it has exact dimensions of 786 x 370 pixels.

Body text

This is a rich text field which means it is edited like a typical word processing document like Microsoft Word. You can add videos, images, tables, bullet lists, numbered lists, format text with several different styles and link to other content.  Review our Publications Style Guide for proper usage and content guidelines. Here's what all the buttons do:

Manage committee materials

locate your committee materials

To manage your committee's documents and folders, first find the committee on your My Profile page or from our Locations & Lodges page.  Then  click on "Contents" in the orange admin panel or "Committee Materials" in the portlet at the right side of your committee's page.

add materials

You can add folders, files and other types of content to the top level of your committee materials or navigate to a folder at a deeper level from the existing folder structure by clicking on the titles.

To add a new item, click on "Add new..." in the orange admin panel and choose the type of the item you need to add. Enter the information needed and then click the "Save" button at the bottom of the edit form.

Edit content and materials

Click on the title of the item you need to edit. Then click the "Edit" button in the orange admin panel.  Make the necessary changes and click the "Save" button at the bottom of the edit form.

Cut, Copy, Paste, Delete and Rename

While viewing the contents of the desired folder, check the boxes next to the desired item(s).  Then click on the desired button.  If you choose "Cut" or "Copy," wait until the message stating this task was completed appears at the top of the page. Then navigate to where you wish to place the item(s) and click the "Paste" button.

  • It is best to create courses and activities from scratch rather than copy and pasting.
  • Course templates, activity templates and committees (including subcommittees) cannot be deleted, but may be retired. See the next section, Publishing and Retiring Content, below.
  • Blog posts, activities, courses and events may not be deleted. Whether these are visible can be controlled by publication state and registration open, publish, registration close and expire dates. If you created one of these in error, please contact our Member Services Team at for assistance.
  • It is best to "rename" items one at a time. Renaming allows you to change the title and the "short name" (the part that shows up in the URL of the item).  You may change the title (but not the short name) when you edit an item.

publishing and Retiring content

Content you add is set to the "Private" state by default. You may change this to share materials as needed.  Here are the states:

  • Private: Only the creator and committee admin may view and download.
  • Pending: Only the creator and committee admin may view and download. This status exists purely for admins to mark items for review between themselves before sharing more broadly.
  • Shared with committees: Anyone on any committee roster can view and download.
  • Published: ANYONE, logged in or not, may view and download.
  • Retired: Site Administrators (staff and a few key volunteers).  This is essentially deleting content to which you no longer need to use, but that we need to keep for historical reasons. Content that may be retired are course templates, activity templates and committees (including subcommittees).

Add an Event to a Calendar

Step 1 Navigate to your branch page from your My Profile page or from the Locations & Lodges page. Note: Contact our Outdoor Centers to reserve space at one of them for your group or visit. They will add your event or lodge stay to their calendar once you've worked out the details.

Step 2 Click on Upcoming Events portlet at the right side of the branch. 

 

Step 3 Choose "Event" from the "Add new..." menu in the orange admin panel at the top of the screen (all leaders and committee admins can add new events).

Add New Event

Step 4 Enter your event details (title, summary, dates, etc.).

Step 5 Tag your event with your branch name!  Tagging is vital to making sure your event shows in the calendar you want it to. 

Scroll down to the Categorization section and choose your branch tag from the drop down list (Everett Branch or Kitsap Branch, for example). Please note this is a type ahead search and add field so if you start typing in Seattle the tag should appear. Tagging is case sensitive so if you type in add a tag with all lower case lettering instead of using the existing one from the drop down list your event will not populate correctly (i.e. use Tacoma Branch, NOT tacoma branch).

Step 6 Click the "Save" button and then if its ready to be viewed by the public then go ahead to Step 7. If you aren't ready to publish your event, you can always wait and edit it laterit is listed with you as the leader in your My Activities area.

Step 7 For everyone to see your event, you need to "publish" it. If you leave it "Private," only your branch and committee members may view it. To publish your event, choose "Publish" from the "State:" menu in the orange admin panel at the top of the screen.

Publish Event

RSVP for your event?

If you want members and guests to be able to register for your Event make sure to fill in a capacity under the RSVP details tab. If you do not fill in a capacity the RSVP button will not appear on the event page to outside members. If people have RSVP'd for your event it will show up in their My Activities area of the profile page. 

Got a committee meeting on the calendar? Did you know that you can make the RSVP default to "Volunteer" as the role. This means if committee members are signing up online then you'll be able to award volunteer hours all in one fell swoop once the committee meeting is over.

Please note that as of February 19th the Location field is no longer a type-ahead field. You'll simply want to enter the location and then enter the address in the field below. If you type in the address in the map box or a city name you can move the map location bubble to the location that you need.  

 

Add a Blog Post

Most Recent Blog PostsOverview

Blogs are a great way to share what's going on with your branch or committee. It helps you publicize upcoming events, feature stories, and find more participants for your courses and trips. Over time, blogs have proven to be the single most effective tool we have to market our opportunities to get people outside. With over a thousand blogs already published, be sure to search our website for existing content before writing your own.

Editorial Guidelines

We encourage you to be creative with your blogs, as your name will appear as the author for any blog post you add. We want our blog to have a friendly, open voice that is not too technical. We prefer simple, easy to read posts. You may write about anything of interest to you that is relevant to our mission of conservation and recreation.

Blogs should be positive, show images where proper safety equipment and skills are being used, and be consistent with our brand standards for communication.Other considerations:

  • Word Count: Blogs need to be a minimum of 300 words, and should generally be shorter than 2,500 words.
  • Photography: The main blog images need to be horizontal/landscape orientation, with a 3:2 ratio (and a minimum size of 600x400). We currently do not have functionality to display a main image caption, so if you would like to show photographer credit, please make sure the image has a text overlay. You can also include photos in the blog, of any dimension. Use our 'insert/edit images' icon at the top of the Rich Text Editor screen to add images. They will default to the largest size. Please do not manipulate this size, as it's optimized to best fit the website layout.
  • Layout: Some of our members are savvy with HTML coding, however please type directly into the rich text editor window and use only the formatting options available to you. Blogs will be edited to fit within our current formatting guidelines. 
  • Links: If your blog is promoting a course, activity, or event, please include links where people can RSVP, sign up, or learn more. If you have used external resources in researching your blog, please cite your sources where applicable. In general, linked text needs to be no longer than five words. Please avoid saying things like "click here for more information" and instead say "visit the course information page to learn more".

process

Admins and committee leaders can write blog posts. All of our blogs are reviewed for consistent branding and formatting, and are shared on our social media channels. Select blogs are shared in our emails. Blogs can appear in multiple places throughout the website using 'Categorization Tags', which allow us to share blogs in multiple locations even though they "live" in the main blog content area. 

Step 1 Navigate to the main Blog page. 

Step 2 Choose "Blog Post" from the "Add new..." menu in the orange admin panel at the top of the screen.

Add New Blog Post

Step 3  Enter the blog post details. Every blog post contains contain four elements typical of nearly all our website's content items: Title, Summary, Body Text, and Image. Category, Tags Publication Dates, and Comments are the elements somewhat unique to blogs.

Visit the Default, Categorization, Dates and Settings tabs to enter information. Please refer to our Publication Style Guide for help with these elements and general guidelines for creating Mountaineers content. You will not need to save your work until you've entered information needed on all of the tabs.

  • Title:  Use something catchy, short, and descriptive. If this is an event, please put the event date in the title.
  • Summary: Think of this as the highest level summary of your blog, 1-2 sentences MAX. What is your blog about? Put that here.
  • Body Text: This is the bulk of the blog post. Here you can put words that are edited using the rich text editor options. You can also insert images and inbed videos. Use heading style, bold, italic, bulleted lists and numbered lists as desired. 
  • Body Text “Break”: If you’ve ever reviewed a blog, you’ll notice four dashes within the body of the text, generally after the first paragraph. This is our “trick” for telling the system where to provide a break in content to “Read More” when you’re on the blog digest page (as opposed to the blog content page). You want to add four dashes ("----") after the first 3-4 sentences in your blog. It’s basically our way of telling the system where to put the “Read more…” within the body of the text, it looks like this:
    It looks like this: 
  • Images: Blog cover images should be 'landscape' oriented photos, at least 660 pixels wide. Choose a photo that best represents the content of your blog. Note: you may also place images in the body text using the image tool in the rich text editor's toolbar, however you will still need a main blog image to increase the readability of your blog.
  • "Categorization" Tags: For extra credit, you may also assign tags (sometime referred to as keywords) from the "Categorization" tab in the blog post edit form. Please use any applicable tags to increase the likelihood your blog is found in site searches, and that your blog post shows up in the relevant blogs. For example, if you blog about a volunteer need you would like to recruit for, use the tag "Volunteers Needed" so your blog shows up on this page! View all of our tags and how they work here.
  • Publication "Dates": In some cases you may want to postpone the publication of a blog. You can do this by adding a Publishing Date and/or and Expiration Date on the “Dates” tab on the blog post edit form. Our blog posts should not have an expiration date so they remain published for the lifetime of our site.
  • Creator: This will default to your User ID number. You will not see your name listed on this tab but it will show up with a link to your profile once you publish the blog. Do not change the number listed here.
  • "Settings": We allow people who are logged in to comment on blog posts. If you prefer to turn these "off" for your blog post, uncheck the "Allow comments" checkbox on the "Settings" tab.
Step 4 For your blog to appear in the proper location on your branch page, give it the appropriate tags using the "Categories" section. Learn more about tags here.
 
Step 5 Click the "Save" button.

Step 6 Review your blog post. If you need to make changes or corrections, click the "Edit" button in the orange admin panel at the top of the screen.

Step 7 Once you have completed and reviewed your blog post, submit it for staff review by choosing "Submit for publication" from "State" in the orange admin panel. The "State" will change to "Pending review." We do not have a way of notifying staff when a blog has been submitted at present. Please email  to notify Kristina that you have submitted a blog. Kristina will review for content and formatting, and either publish the blog and let you know that it is live and can be shared, or circle back if larger changes are needed within 48-business hours. 

Submit for Publication

̶Note: Blogs have comments turned "on" by default, but you can turn your blog's comments feature "off" if you wish. If your blog's comments are "on," please monitor them routinely for comments that are offensive or inappropriate. Report any blogs with an issue to our Membership and Communications Director, Kristina Ciari, at .

 

Branch eNewsletter Guidelines

Each month, the branch leadership team may choose to send a branch email to their members. This process is managed by Peter Dunau, The Mountaineers Communications Specialist. The workflow for branch emails is as follows:

  • A designated branch volunteer editor sends a call-for-content to branch leaders, asking them if they’d like to submit any information about branch activities, courses, events, and/or news.
  • The branch editor compiles and organizes the submissions into a single document and sends it to Peter.
  • Peter edits the content, formats it in The Mountaineers’ email provider, and sends it to branch members.

Branch emails can be sent on the 8th or 24th of each month, and the compiled content should be sent to Peter 4 days prior to the send date.

If you’re a leader who’s submitting content to your branch editor, please consider the kind information you’re sending and draft your submission accordingly:


Events, Activities, and/or Courses - 60 words or less

If you’re submitting an event, activity, or course, the goal is to pique the readers’ interest so they’ll click on the link to learn more and sign up/rsvp. An event, activity, or course listing should include ONLY the following information:

Title | Date | Short Description (60 word or less)| Link

Example:



Editorial - 300 words or more

You may want to include a longer form write up about something such as a branch event, a new initiative, or a noteworthy volunteer. The best way to include editorial content (anything 300 words or more) in our enewsletters is to draft a blog on Mountaineers.org that we can link to. 

Drafting a blog is easy. You can follow these instructions. Once your blog is live, email the title, intro blurb, and link to your enewsletter editor, and we’ll include it.

We use blogs instead of putting all of the content in the emails because it:

  • Keeps enewsletters from getting too long
  • Helps your message go further via the website and social media shares (every blog on mountaineers.org also gets posted to The Mountaineers Facebook and Twitter pages)
  • Creates content on the website that can be referenced and shared in the future, helping more people organically discover the great work you’re doing

Example of how we’d link to your blog:


Quick Note - 300 words or less

You may want include a note that doesn’t warrant a blog, but also isn’t an event, activity, or course. To do this, we can create a bulleted list of notes. Try to keep notes short so as not to overwhelm the reader. You can always link to more detailed info.

Example of a “Notes” section:

Images

You may have specific images you’d like to include. In order to span the full width of the enewsletter, images must be at least 600px wide. If you’re image isn’t 600px wide or you aren’t sure, send it to us. We may be able to combine it with another image or work some other photoshop magic. If you don’t have images, no worries! We can pull from The Mountaineers’ photo library.

Example of an image that’s 600px wide: