Membership Management Member Profile:  Each registered member of the organization has a secure profile.  When dealing with  youth membership additional restrictions can be placed in terms of access control.  Organization Hierarchy: Many organizations have relationships to each other.  For example, local chapters may fall under regional organizations which themselves may fall under a state or a national organization.  Doubleknot supports an unlimited number of levels of organization for the purpose of event coordination, fundraising, newsletter and document publication. Event Participation History: Event participation history is maintained for the purpose of record keeping and communications. Leadership Roles and History: Many organizations such as scouting keep careful track of leadership positions over the span of a member's participation in the organization.  Doubleknot provides a list of standard positions based on your type of organization, that an administrator can choose from when editing member records.  The administrator may also add additional positions not in the list. Advancement Records: Detailed advancement information, specific to the type of organization, can be entered and tracked. For example, the Boy Scouts keep track of Rank and Merit Badges.  Doubleknot supplies a list of standard advancements based on the type of organization that the administrator can chose from when maintaining this information. Member Directory: Searching for a members profile by other members is organization hierarchy based.  Permission to search for youth members can be limited to only specific members.  Search results may be downloaded into a file that can be opened in Excel or other desktop applications. Historical Member Directory: Doubleknot maintains unlimited number of prior year's membership information.  This information can be used to communicate to prior members as well as for your own marketing purposes. Member Authentication: Organization content (membership directory, newsletters, photo albums, documents, etc.) may be created on your web site, and access may be limited to one or more organizations, a single organization or a group(s) within one or more organizations.  Access may also be defined as "public" allowing non-members to gain access to certain content. Group Management: The site administrator may create groups (special interest groups, committees, etc.).  Groups are used for focused communication and controlling access to site features including bulletin boards and library documents E-mail Communications: E-mail may be sent to an individual, the entire organization, individual groups within an organization. In addition, if the user has the correct privileges, across multiple organizations. Membership Reports: Membership Reports contain member information, leadership history, advancement history and event participation.  These reports are specific to an organization type. For example, Board of Review reports for scouting would only be available to scout units. Online Access History and Tracking: Administrators may view when member has logged onto the system and what information they accessed and when it was accessed. Import and Export of Membership Information: Member profiles and advancement information may be imported into the system using text files.  The import file options are specific to the type of organization.  The text files that may be imported can be created using Excel or other desktop applications or other applications used by the organization.  For example, scouting files may be imported from and other scouting programs. Member Association (single sign on with access to multiple organizations): Users that are members of more than one organization may access all their organizations using a single user id and password. Events Online Calendar: Displays all of the organization's events with direct links to secure online registration and payment.  The user may also elect to view the events for all parent organizations and where they have permission, register for parent events. Event Creation: Doubleknot provides easy creation of organization events including event description, online payment options, member and non-member registration options and presentation options. Fundraising Events: A special event that is optionally displayed at the top of all screens for the organization.  The event detail for a fundraising event displays the financial goal and progress towards goal. Define Payment Parameters and Account Association: Event administrators can flow funds received from specific events into any they account they create.  In addition, in certain situations it may be applicable for proceeds form an event to flow into a special account created by a parent organization.  For example a summer camp event. Member/Non-Member Events : Events registration may be open to non-members or restricted to only members. Attendance Tracking: Event attendance is maintained for record keeping purposes. Online Attendee Directory: Throughout the registration process the attendee list is used to track registered attendees and communicate event updates and information. Across Organization Event Posting: Based on administration privileges events may be posted on the calendars of other organizations. Segmented E-mail Marketing and Invitations: E-mail invitations may be sent to accessible organizations and groups within an organization. Event Registration and Collections Member / non-Member Verification: Numerous options exist for event registration depending on how the event administrator configured the event.  Events may be limited to members and non-members with further control as to whom may register. Customizable Registration Information Forms: When registering for events it is often necessary to collect registration information such as the meal selection for a dinner, or the more complex set of information that is required to register for an event such as summer camp.  Administrators are able to attach to events forms that are either required to be completed or are optional.  As part of the online registration wizard, users are guided thought the process of completing the forms as well as other registration steps.  See Forms and Surveys for a more complete description of this feature. Confirmation E-mail: An E-mail message is automatically sent confirming event registration. Online Payment with Credit Card or Check: Easy and secure online event payment using a credit card or check is available for any event. Forms and Surveys Create and Administer Forms: The Forms and Survey functionality allow the Administrator with the correct privileges to create custom forms which may optionally be attached to an online event or just be used to capture other information of interest.  The Forms processor allows the administrator to build robust forms without having to be a programmer or know HTML. Define Form and Survey Processing Rules: The Forms and Survey processor allows for the creation of robust processing rules.  Based on the answer on a question the Forms and Survey processor can lead the user down different paths.  For Example, when registering for Summer Camp a unit which is not part of the Council will be asked different questions than a unit that is part of the council. Dollar Cost Based on Items Selected: If a form is attached to an event the administrator can define optional cost based on a user's selection.  For example if the user selects the steak vs. the chicken dinner there might be an additional $5 charge. Reports: The online reports allow administrators to export all form and registration information as well as view a variety of online reports. Account Management Create and Administrator Accounts: An unlimited number of accounts may be created for keeping track of different types of event payments. Account Hierarchy for Multi-tier Fund Flow: Parent organizations may make available certain accounts that local organizations may flow funds to.  For example, a Boy Scout Troop may flow summer camp transactions to the councils summer camp account. Detail Transaction Reports: Reports of all detail credit card transactions by event by account.  The report does not contain credit card numbers. Check Requests: Account administrators my request check requests for the funds from their account at any time.  If fund requests are not made they are automatically send on a monthly basis. Credit Processing: Account Administrator may process credit cards refunds online. ELists Create and Administer ELists: Administrators are able to create unlimited ELists.  Lists can be either private to specific organization or groups or made available to the general public.  ELists are used to control email distribution of content.  Organizations can use ELists to allow interested parties to sign up for topics of interest such as a quarterly Newsletter.  EList is closely associated with the User Groups functionality. Control Enrollment, Email Broadcast and Access by List: Control over who can signup for a list is under the total control of the organizations administrator. Signup control can be limited to the administrator, registered members of the organization, or the administration can elect to allow non-registered members (i.e. the general public) to sign themselves up to an EList. Bulletin Boards Credit Bulletin Boards: Administrators are able to create an unlimited number of bulletin boards. Access Control to Organization and Group Level: Access to bulletin boards is limited to either multiple organizations, a single organization or specific groups within one or more organizations. User Selectable Notification of Postings: Those with access to a bulletin board may elect to automatically receive an E-mail when a new message is posted. Library Management Upload Documents: Administrators may upload any document into one or more folders for user viewing.  When uploading a document the administrator may optionally enter effective dates which are used to control when and for how long a document will be viewable. Access Control: Access to documents may be given to the general public, one or more organizations or specific groups within one or more organizations. Newsletters Create Newsletters: Administrators are able to create newsletters and articles that contain text and graphics. Access Control at the Newsletter and Article Level: Access to newsletter articles may be public or viewable only by the members of the organization. Newsletter Broadcast to Membership: Once a newsletter is created it can be send via E-mail to all members of the organization. Across Organization Publishing: If the administrator has the appropriate privileges, they may post a newsletter to more than one organization.  This feature is sometimes useful for parent organizations that want to publish their newsletters to their member organizations. Communications Center Broadcast Newsletters and Email Communications: Newsletter and other types of email communications can be created, addressed, tested and sent from a central administrative interface, know as the Communications Center. Create Rich Text (HTML) and/or Plain Text Emails: A message can be created from scratch, copied from a newsletter, event description, fundraiser description or previously sent message.  The message can be in a Rich Text (or HTML) format, a Plain Text format, or be created in both so that it can be read by any email client.  Messages can be saved as draft for subsequent editing. Address Messages to Event Registrants, Donors, E-Lists or Manually: The address list for the correspondence can be built from an event registrant or donor list, an e-List or entered manually.  A combination of lists and manual entry emails can be chosen in order to create a master address list for the correspondence Filter Addresses by Geography: The master address list for the correspondence can be separated by geographic profile elements, such as the state and/or zip code.  This provides the ability to target messages to subsets of the main address list. Analyze Effectiveness of Communications: Actions taken by the recipient, such as opening the correspondence or clicking on a specific link are recorded in aggregate for analysis purposes. Reports depicting the percentage of emails opened, the elapsed time until opening, and the number of 'click thrus' for each link in the message are provided to help refine future communications. Failed deliveries are also captured in order to clean up the email lists. Create Personalized Messages: Profile elements, such as the first name, last name or custom fields can be inserted into the message text, so that a personalized message is delivered. Schedule Future Delivery: Messages can be sent immediately or scheduled for a future date and time. Photo Albums Create Photo Albums: Administrators may create photo albums and upload an unlimited number of photographs. Access Control: Access to a photo album may be restricted to the members of an organization or made public. Photo Upload and Automatic Compression: Extremely large files are automatically compressed to shorten download times. Online Store Browse and Search Product Catalog: Browse the product catalog by product category, hot deals or new items, and find products via a simple or advanced search. Product image and details are displayed. Products selected are placed in shopping cart for purchase. Product Variations and Personalized Products: Product variations, such as size or color can be selected by the shopper. Additionally, products that need to be personalized (such as a shirt with a name on it or a personal Boy Scout patch) will display with a field for the shopper to provide personal data. Manage Shopping Cart: Shoppers can change quantities, remove items and select a preferred shipping method for the order. Purchase Products: Shoppers buy the products in the shopping cart by providing bill to information, ship to information and credit card data. The purchaser has the ability to ship the order to another address, select alternate shipping methods and enter a discount code. Track Orders and Wish Lists: Members and entitled users can track and cancel orders via order listing and order detail pages. They can also add items to and manage a wish list of desired items. Manage Products: Administrators can control the product pricing, description and image, product variation surcharges, placement within the store pages, and product categorization. Manage Orders: This function is used by Administrators to fill orders, process payments, cancel and credit orders and report on sales. Manage Shipments: Administrators use this feature to set shipping/handling options and prices, as well as tax calculations. Administration Delegated Administration: Administration of all or some features may be delegated to one or more members of an organization.  For example, you can have the treasurer responsible for accounts, another members responsible for managing events and the calendar and another member responsible for managing the memberships.  User Specific Access Control Privileges: Access privileges to each part of the system may be controlled at the member level. Support for Multiple Organizations: In the case where an administrator is responsible for administrating more than one organization, they may manage all their organizations using the same user id and password. Branding Header and Home Page Branded to the Specific Organization: The home page and heading that appears on the top of each screen is branded to your organization using our Site Brander Lite tool.  There is little (if any) reference to Doubleknot on any page. As you change your brand over time, you can quickly and easily change your Doubleknot pages as well. Tailored to the Type of Organization: The information on the site is tailored based on the type of organization.  For example, leadership position for scouts will be different for the leadership positions of a homeowners association. Create and Change Site Navigation Elements: Our Site Brander tool provides a non-technical method to create and update your website menus, footers and links and apply these changes immediately to the site.  Menu items can be nested and then appear as cascading choices when a visitor navigates your site.  Menu items can be easily linked to other objects in Doubleknot, such as a newsletter or a document in the library.  Create and Change Site Pages: Site Brander also provides a non-technical method to create and make changes to all pages on the site.  It removes the dependency on technical staff, consultants or volunteers to make website updates.  Business and support staff can learn to use Site Brander to make their own changes to the website, given the proper security rights.  Merit Badge (Scouting Specific) Search: Search provides the ability to securely search for counselors of a specific badge or unit.  Access is strictly controlled.  The user also has the ability to download the search result information or generate a report of all counselors and badges taught. Counselor Profiles: Contains counselor names, contact information, a flag which determines if their address is displayed, training dates, and other important information. Badges Taught: Lists of all badges taught by each counselor. Import and Export Merit Badge Counselors: Counselor and/or badges taught by a counselor may be easily imported from a text file.