NetBoots Exhaustive Manual

NETBOOTS.
NET Manual
The NetBoots Manual--

The NetBoots Manual offers both a description and how-to guide for each feature
found on the NetBoots Platform (as of May 2010). Use the NetBoots guide to
utilize your website to fullest. If you require any additional information about
NetBoots features then Contact a NetBoots Account representative
Accounts Information
Logging into NetBoots
The first step to administrating a NetBoots website is logging in. Use the log in
screen to log into a NetBoots website.
How to Log into NetBoots --

1. Go to your NetBoots website.
2. Click the LOGIN button in the upper right hand corner of your website.
3. If no LOGIN button is available then type your NetBoots URL followed by
/user. EXAMPLE- http://www.YourURLhere.netboots.net/user.
4. Once at the login page enter your Username and Password and click on the
Log In Button. If you cannot remember please see the section below
"Request new password ."
5. After logging in you will be taken to your website's Dashboard.
Change your Password

Change your password at any time by following the instructions below. NetBoots
recommends using a password that is both secure and memorable.
How to change your Password--

1. From the Dashboard (see the Dashboard section) click on
the button titled Account in the upper right hand corner.
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2. Enter your desired password in the password field. ***
3. Renter your desired password in the confirm password field.

4. Click Save at the bottom of the page.
**When creating a new password make sure to choose something secure and
memorable.
Reset your Password

If you misplace or forget your password then you can reset your password by
following the steps below. If you can still not recover your password after
following these steps then contact your NetBoots representative.
How to reset your password--
1. If you wish to request a new password first go your NetBoots website.

2. Click on the LOGIN button in the upper right hand corner of your website.
3. Click on the link titled Request a new password.
4. Enter your email address or username.
5. Click E-mail New Password.
6. You will be sent an email with temporary log in information. If you do not
receive the email within 15 minutes then check your spam folder.
Uploading an Avatar Picture

An avatar is a small 48px by 48px picture associated with your account. This
image will display within any Post you create. Follow the instructions below to
upload an avatar.
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How to Upload an Avatar Picture

1. From the Dashboard (see the Dashboard section for more information
about the dashboard) click on the button titled Account in the upper right
hand corner.
2. In the 'Picture' section click on the button Choose File.
3. Select the desired avatar picture from your computer.

Changing your website's default email address

If at any time you need to change the email associated with your NetBoots
account you can do so in account settings. This email address will then be used
when resetting passwords and internal NetBoots communications.
How to you Change your Account's email address
1. From the Dashboard (see Dashboard section for more information about
the dashboard) click on the button titled Account in the upper right hand
corner
2. In the E-mail address section enter your desired email address.
3. Click Save at the bottom of the page
Add Additional Users

By default your NetBoots website will start with only one user, that user being the
one who placed the NetBoots purchase order. To add additional user accounts
simply email your NetBoots account representative the full name, email, and
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permission level of any additional user you want added to your website (see
below for the difference between types of users). Your account manager will
create accounts for each additional user and contact them with log in
instructions.
Types of Users
There are four different types of users within the NetBoots platform, each with a
different level of permissions. Utilize the different permission levels between to
limit the administrative abilities of particular users.
 Anonymous User- This user is any non logged in visitor to your website. By
default anonymous users can comment on blog posts.
 Authenticated User-- Authenticated Users can log into your website but can
only comment on blog posts. They will not have access to the dashboard
and cannot create or modify any content. Granting a visitor authenticated
user status is often used as a reward for dedicated supporters.
 Site Manager - This level has full use of the NetBoots platform with the
ability to create any type of content (pages, posts, or events), manage the
contribution system if applicable, modify social network blocks, and export
signups.
 Contributor - This level of user can only create and manage content. A
contributor cannot export data, modify the contribution system, nor modify
social network blocks.
Custom URL and Domain Names

Custom Domain Name
It is possible to point have a custom URL (.com, .org .net) to override the
".netboots.net." To do this you must first purchase a custom domain from a
domain registrar such as GoDaddy.com or Register.com.
Pointing your Custom URL to your NetBoots website.

To point your Custom URL over to your NetBoots website you must make two
changes within your Domain Registrar. Unfortunately, each domain registrar has
a different interface and thus there are no concrete instructions on how to make
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these changes. However, your registrar will have a dedicated support staff that
can help make the following two changes:
A Record that points to 67.23.11.172

CNAME Record with "www" pointing to the host "domains.netboots.net"
Note* If your domain/website were previously hosted by a third party you

may not have the ability to make the changes above. If you find you are
locked from changing the A Record or adding new CNAME then you may
need to first "Park your Domain" which will re enable your control of your
domain settings.
Name Servers
NetBoots currently does not support or host domains on our name servers. This
policy keeps down the cost of NetBoots while ensuring that you are in control of
your domain settings.
Multiple Custom Domains

It is possible to point multiple custom domains to your NetBoots website. To
accomplish this, first point one of your domains to NetBoots by creating an A
Record that points to 67.23.11.172 and a CNAME Record that points to
"domains.netboots.net" (see the above step for more information).
For each additional domain that you want to point to your NetBoots website you
forward them to your original custom URL (The original custom URL is the one
that points to 67.23.11.172). Look below for more information.
Custom Domain A - You have your domain registry make the A record point to
67.23.11.172 and the CNAME "www" point to "domains.netboots.net"
Custom Domain B - Forward the domain to Domain A
Custom Domain C - Forward the domain to Domain A
Custom Domain D - Forward the domain to Domain A
This will successfully point all of your domains to your NetBoots website.
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The Dashboard
When you log into your NetBoots website you will be transported to your
Dashboard. The dashboard serves as the control center for your NetBoots
website and consists of both a Navigation Bar as well as quick/easy to use Icons.
While the navigation bar offers a hierarchal system of administering your
NetBoots website the Icons offer quick action items to perform certain tasks.
Supported Browsers
While the front end of a NetBoots website supports nearly all browsers, the
NetBoots dashboard can only be accessed with up-to-date browsers. This
restriction is for security reasons.
A list of browsers that the NetBoots Dashboard support can be found below--
 Firefox 3 and above
 Internet Explorer 7 and above
 Safari 4 and above
 Google Chrome 1.0 and above
 Opera 10 and above
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NetBoots cannot guarantee that the Dashboard will work on Internet browsers
not found on the list above.
Adding Icons to the Dashboard

By default the NetBoots dashboard automatically displays around a dozen icons.
Each icon correlates to a specific administrative task such as creating a new page
or editing a post. You can add additional buttons to the dashboard icon section
by following the step by step process below.
How to Add Icons to the Dashboard

1. From the Dashboard click Add button in the right hand corner. A
box will appear with all of the different Icons found within the
NetBoots platform.
2. Select all of the icons you wish to have on your dashboard.
3. Click Save.
Removing Icons from the Dashboard

By default the NetBoots dashboard automatically displays around a dozen Icons.
Each Icon correlates to a specific administrative task such as creating a new page
or editing a post. You can remove icons from the dashboard's icon section by
following the step by step process below.
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How to remove Icons from the Dashboard

1. From the Dashboard click on the button Unlock.
2. For any Icon you wish to remove, click the X.
3. Confirm you want to remove that Icon (Note: you can always re add an
Icon)
4. Repeat this step for as many Icons as you wish to remove
5. When finished click the Lock button in the right hand corner to lock the
current Icons on your dashboard.
Getting back to the Dashboard

If logged into your website you can always get back to your dashboard in one of
two ways. If you are on the front page of your NetBoots website then you can
click on the Admin button in the upper right hand corner under the search bar.
If you are on an administrative page, such as creating a new blog post, you can get
back to the dashboard by clicking on the button titled "My Dashboard" on the left
of the navigation bar.
Additionally, you can reach the Dashboard by typing your NetBoots URL followed
by /admin. EXAMPLE. http://www.YourNetBootsWebsite.netboots.net/admin.
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The Dashboard Icons

Below is a complete list of icons available found on the NetBoots Dashboard.
Each button corresponds to a particular task
Manage Comments -- Use this Comment Approval-- Use this

icon to view a list of all icon to view pending comments
comments made on blog posts awaiting approval.
or pages.
Create Event-- Use this icon to Create Page-- Use this icon to
create a new event create a new Page
Create Post-- Use this icon to Export Contributions-- Use this

create a new post icon to export contributions.
Spam: Mollom-- This icon Contribution System-- This icon

controls the spam filter allows you to control the settings
settings for NetBoots websites to NetBoots contribution system
Flickr-- This icon controls Twitter-- This icon controls

NetBoots' integration with NetBoots' integration with
flickr. twitter
Social Networks-- This icon Administer Menus-- This icon

controls the social network lists. controls the NetBoots
Navigation Bar
Contact Form-- This icon Google Analytics-- Use this icon

controls the NetBoots contact to integrate Google analytics
form with NetBoots
Data Export-- Use this icon to Manage/Edit Event-- Use this

export signup and contribution icon to edit existing events
data.
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Create Feature -- Create a Manage/Edit Feature-- Edit

feature for the feature graphic existing features in the feature
rotator (you must have the graphic rotator (you must have
feature graphic rotator upgrade the feature graphic rotator upgrade)
Create Image-- Use this icon to Manage/Edit Image-- Edit an

add an image to the databank existing image already added
of your NetBoots website. to the databank.
Manage/Edit Page-- Edit the Manage/Edit Post-- Edit the

content and settings for an existing content and settings
existing page. for an existing post.
Create Video-- Upload a video Manage/Edit Video-- Edit an

to the database of your existing video added to the
website. database of your website.
Export RSVPs-- Export RSVP's Export Tickets-- Export

for particular events. Ticketing information for
specific events.
The Dashboard's Navigation Bar

The NetBoots dashboard also contains a navigation bar to easily navigate
between different features of the NetBoots website. The dashboard Navigation
bar is broken into 4 sections.
My Dashboard-
This button will bring you back to the main dashboard page which
contains the various icons.
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Publishing -
Contains a drop down linking to admin pages related to publishing
content. These include create a page, manage/edit pages, create
a post, manage/edit post, create events, manage/edit events,
publish pending comments, manage comments, create features
graphics, manage/edit features, manage edit images, as well as
manage edit videos. See Creating/Managing Content for more
information.
Configuration -
The configuration drop down links to administer the various social
networks and different NetBoots settings. Use the configuration
drop down to administer the facebook fan box, twitter feed,
youtube feed, flickr feed, contribution System, contact form,
NetBoots settings, Google analytics, email marketing, spam filters,
and administer the main navigation bar. Learn more about each
feature in the appropriate sub section.
Data Export -
Use the data export drop down to export signups and information
from the different data collection modules. Specifically, this drop
allows for data export from general signups, special form signups,
the contribution system (premier and deluxe), event RSVP's, and
event ticketing. See the data export section for more
information.
Creating/Managing Content
About Pages
Pages are a static content type meant to provide general information for
campaigns and organizations. Examples of static page include Campaign Issues,
About our Organizations, and a candidate's biography.
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Create a Page:
1. Log into NetBoots and go to your Dashboard.
2. Click on the Create Page Icon in the Dashboard or use the dahsboard's
navigation bar by clicking Publishing --> Page--> Create Page.
3. Enter a Title in the space designated for a title.
4. Enter your information into the Body section.
5. Use the Preview button to preview how the page will look once published
Manage/Edit a page
Manage and edit existing pages with the Manage/Edit Page function. Use the
Manage/Edit Page function to view a list of all published and unpublished pages,
how many comments each post has, delete existing posts, and edit content of
existing blog posts.
How To Manage/Edit a Page

To manage or edit an existing page then follow the instructions below.
2. Click on the Manage/Edit page icon or use the dashboard's navigation bar
by clicking Publishing--> Page--> Manage Edit page.
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3. Navigate through the list of existing pages and click on Edit to edit the page.
4. Edit any information you wish on this page.
5. Use the Preview button to preview how the page will look once published.
(Optional)
About The Body Editor

The Body Editor is where you can type the content for your post. Any text,
images, or videos inserted into the body editor will display on the page.
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Body Editor-Buttons
To help with editing and structuring pages use the buttons in the body editor to
perform certain tasks.
Bold -- This button Italic -- This button Underline -- This

Bolds selected text Italicizes selected text button Underlines
selected text
Align Text Left -- This Center Text -- This Align Text Right--
button formats button formats This button formats
paragraphs to align to the paragraphs to align in the paragraphs to align to the
left center right
Bullets -- This adds Numbers-- This adds Indent text left -- This
bullets points to text a descending number to indents a paragraph to
create a list the left
Indent Text Right -- Insert a Hyper Link -- Remove a Hyper Link

This indents a paragraph This allows you to have a -- This button removes
to the right word, set of words, or any existing hyperlinks
image link to a different
page
Edit an Image -- First Highlight Quotes-- HTML editor-- Edit

select an image in the This is used to highlight the HTML of the body.
body then click the edit certain text. Often used
image button. in quotes.
Erase Formatting-- Symbols-- Insert a Change
Erase existing formatting symbol in the body the font or styling of text
left over from Word. editor. in the body editor
Word Importer-- Use Add a table-- Create Table Row

this clipboard to import and add a table to the Properties-- Change the
text written in word. body editor. alignment for an inserted
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table.
Table Cell Insert a Row above-- Insert a Row Below--
Properties-- Change the Insert a row above the Insert a row below the
alignment and currently selected row. currently selected row.
dimensions for a cell
Remove a Row-- Insert a column to Insert a column right-

Remove the currently the left-- Insert a column - Insert a column to the
selected row. to the left of the current right of the currently
selection selected column.
Remove a column-- Split Merged Cells-- Merge Cells-- Merge

Remove the column that Split the currently the currently selected
is currently selected. selected cell. cells.
Edit/Insert Page Break-- Insert a

Embedded Video-- Insert page break. Used for
a video from YouTube or Post Teasers.
Vimeo
Body Editor- Double Spacing and Single Spacing within Pages

When typing text into the body of pages pressing ENTER will give your new
paragraph double spacing. Pressing and holding SHIFT then pressing ENTER
will create a single space for your new paragraph.
Body Editor- Inserting Images / Attach Images to Pages

It is possible to insert images into your static pages by using the "Attach:
Images" button found above the body editor. Follow the steps below to use
the Attach Images Function.
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1. Click on the Attach Images button

2. Enter a title for your image in the Image title field
3. Use the "Choose a File" button to select an image off of your computer
4. Click on the Add Image button to save the image
5. Change the image size with the within the Image Box.
Fullsize- the image will be resized to fit within the page
Original -the original size of the uploaded photo
thumbnail - the image will be resized into a thumbnail
6. Click on the Add to Editor to drop the image down into the Body Editor
7. You can now edit and modify the image within the body editor
The Add Image button will allow you to add additional images to the page
where as the List Images will show existing images available to this page.
Body Editor - Embed Videos/ Attach Videos to Pages

It is possible to insert videos from online sources into your static pages by using
the "Attach: Videos" button found above the body editor. Follow the steps below
to use the Attach Images Function.
1. Click on the Attach Videos button

2. Enter a title for your video in the Video title field
3. In the field titled Video insert the URL of any, YouTube, Vimeo,
Dailymotion, or Google video.
4. Click on the Add Video button
5. Change the video size with the Video Size Box.
6. Click on the Add to Editor button to drop the video down into the Body
Editor
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7. You can now edit and modify the video within the body editor
The Add Video button will allow you to add additional videos to the page where
as the List Videos will show existing images available to this page.
Body Editor- Attach Files To Posts

It is possible to attach files from online sources into your static pages by using
the "Attach: Files" button found above the body editor. Follow the steps below
to use the Attach Files to your NetBoots page.
1. Click on the Attach Files button

2. Click on the Choose File button to select a file from your computer. Supported
file extensions are 7z, avi, doc, csv, flv, gif, gz, jpeg, jpg, mp3, mp4, mpeg, mpg,
mov, pdf, ppt, png, rar, sit, tar, txt, wma, wmv, xls, zip, docx, pptx, xlsx. If a file
extension is not listed then let your account manager know and they will add it
for you.
3. Once a file has been chosen use the Upload button to upload it to the page
4. The file will now appear at the bottom of your page for visitors to download
Body Editor- Content HTML vs Filtered HTML

Under the body editor you have the option to choose between Content
HTML or Filtered HTML. For pages with content, pictures, and videos the
best choice is Content HTML. For pages with links and email addresses the
best choice is Filtered HTML.
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Advanced Page Options

On the right of the Page Creator you will find the Advanced Options menu.
Advanced Options control Publishing, changing the Menu Title, changing the URL
of the page, and tracking revisions to the page.
 Publishing Options
When creating or managing pages you can edit a different Publishing Options.
To access the publishing options click Publishing
Options on the right of the "Create a Page" page
 Published vs. Unpublished-- A published page is a

page that is viewable by the general public
whereas an unpublished page is only accessible
by website administrators. If you are working on
a page and wish to save your progress you should
uncheck the Published box before saving the
page. This will save the page allowing only
administrators to view and edit the page.
 Promoted to front page-- This feature is designed for Posts and will not
work for Pages.
 Sticky at the top of lists-- This feature is designed for Posts and will not
work for Pages.
 Schedule to Publish--If you are creating a page and desire to publish the
page on a future date then check the box Schedule to publish. Enter in
the date and time you wish the page to go live. This function is often
used when publishing important time sensitive information.
 Revision Information
If you are editing an existing page and, wish to log why
you made the changes, you can check the box Create
New Revision and write a message as to why you made
the changes. This will log a note for administrators as
to why changes to the page were made.
 Authoring Information
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This function is designed for Posts and will not work for Pages
 Menu Settings
When creating/managing a page you can change
how the page appears on your front-page
navigation bar. To access these settings select
Menu settings under Advanced Options.
 Automatic Menu Item--When creating a new
page, or managing an already existing one,
the Automatic Menu Item setting will
automatically turn the Page's title into the
name on your website's navigation bar. If
you want your page to have a different name
on the navigation bar uncheck the box
Automatic Menu Item.
 Delete this menu Item--If you are editing an
existing page and wish to delete the current
menu title then select Delete this menu item.
 Menu Link Title--If you uncheck the Automatic Menu Item box you must
provide a new menu title for your navigation bar. Enter your desired
title in the Men link title box.
 Parent Item--If you want your page to appear as a drop down under a
different menu name then use the Parent Item box to select which
existing page will act as the parent for the drop down menu.
 URL path settings

Netboots will automatically convert your page title
into your page URL. (Example: a page titled Issues
will show up as
www.examplesite.netboots.net/issues). If you want
to change the URL then uncheck Automatic Alias and
enter in the URL that you wish.
About Posts
Posts are a dynamic content type meant to provide
updates and developments regarding campaigns and organizations. By default
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posts display on the front-page of a NetBoots websites as well as on the blog

page. Examples of posts include press releases, endorsements, and featuring
YouTube Videos.
Create a Post:
2. Click on the Create Post Icon in the Dashboard or use the dashboard's
navigation bar by clicking Publishing --> Post--> Create Post.
4. Enter your information into the Body section.
5. Use the preview button to preview how the page will look once published
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The Post Body Editor

The Body Editor is where you can type the content for your post. The Body Editor
is the same as the one utilized for create pages. Once saved, text in the body
editor will become text on the page.
To help with editing and structuring pages use the buttons found above the body
editor to modify .
Bold -- This button Italic -- This button Underline -- This

Bolds selected text Italicizes selected text button Underlines
selected text
Align Text Left -- This Center Text -- This Align Text Right--
button formats button formats This button formats
paragraphs to align to the paragraphs to align in the paragraphs to align to the
left center right
Bullets -- This adds Numbers-- This adds Indent text left -- This
bullets points to text a descending number to indents a paragraph to
create a list the left
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Indent Text Right -- Insert a Hyper Link -- Remove a Hyper Link

This indents a paragraph This allows you to have a -- This button removes
to the right word, set of words, or any existing hyperlinks
image link to a different
page
Edit an Image -- First Highlight Quotes-- HTML editor-- Edit

select an image in the This is used to highlight the HTML of the body.
body then click the edit certain text. Often used
image button. in quotes.
Erase Formatting-- Symbols-- Insert a Change
Erase existing formatting symbol in the body the font or styling of text
left over from Word. editor. in the body editor
Word Importer-- Use Add a table-- Create Table Row

this clipboard to import and add a table to the Properties-- Change the
text written in word. body editor. alignment for an inserted
table.
Table Cell Insert a Row above-- Insert a Row Below--
Properties-- Change the Insert a row above the Insert a row below the
alignment and currently selected row. currently selected row.
dimensions for a cell
Remove a Row-- Insert a column to Insert a column right-

Remove the currently the left-- Insert a column - Insert a column to the
selected row. to the left of the current right of the currently
selection selected column.
Remove a column-- Split Merged Cells-- Merge Cells-- Merge

Remove the column that Split the currently the currently selected
is currently selected. selected cell. cells.
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Edit/Insert Page Break-- Insert a

Embedded Video-- Insert page break. Used for
a video from YouTube or Post Teasers.
Vimeo
Body Editor -Double Spacing and Single Spacing within Posts

When typing text into the body of posts pressing ENTER will give your new
paragraph double spacing. Pressing and holding SHIFT then pressing ENTER will
create a single space for your new paragraph.
Body Editor -Inserting Images / Attach Images to Posts:

It is possible to insert images into your static pages by using the "Attach: Images"
button found above the body editor. Follow the steps below to use the Attach
Images Function.
1. Click on the Attach Images button

2. Enter a title for your image in the Image title field
3. Use the "Choose a File" button to select an image off of your computer
4. Click on the Add Image button to save the image
5. Change the image size with the within the Image Box.
Fullsize- the image will be resized to fit within the page
Original -the original size of the uploaded photo
thumbnail - the image will be resized into a thumbnail
6. Click on the Add to Editor to drop the image down into the Body Editor
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7. You can now edit and modify the image within the body editor
Body Editor -Inserting Videos/ Attach Videos to Posts

It is possible to insert videos from online sources into your static pages by using
the "Attach: Videos" button found above the body editor. Follow the steps below
to use the Attach Images Function.
1. Click on the Attach Videos button

2. Enter a title for your video in the Video title field
3. In the field titled Video insert the URL of any, YouTube, Vimeo,
Dailymotion, or Google video.
4. Click on the Add Video button
5. Change the video size with the Video Size Box.
6. Click on the Add to Editor button to drop the video down into the Body
Editor
7. You can now edit and modify the video within the body editor
Body Editor -Attach Files to Posts

It is possible to attach files from online sources into your static pages by using the
"Attach: Files" button found above the body editor. Follow the steps below to
use the Attach Files to your NetBoots page.
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1. Click on the Attach Files button

2. Click on the Choose File button to select a file from your computer.
Supported file extensions are 7z, avi, doc, csv, flv, gif, gz, jpeg, jpg, mp3,
mp4, mpeg, mpg, mov, pdf, ppt, png, rar, sit, tar, txt, wma, wmv, xls, zip,
docx, pptx, xlsx. If a file extension is not listed then let your account
manager know and they will add it for you.
3. Once a file has been chosen use the Upload button to upload it to the page
4. The file will now appear at the bottom of your page for visitors to download
Tags
You can tag blog posts with key words, allowing users to find posts with similar
key words.
Manage/Edit a Post
Manage and edit existing posts with the Manage/Edit Post function. Use the
Manage/Edit Post function to view a list of all published and unpublished posts,
how many comments each post has, delete existing posts, and edit content of
existing blog posts.
To manage or edit an existing page then follow the instructions below.

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2. Click on the Manage/Edit Post Icon or use the dashboard's navigation bar
by clicking Publishing--> Post--> Manage Edit post on the navigation bar.
3. Navigate through the list of existing post and click on "Edit" to edit the post.
4. Edit any information you wish on this post.
5. Use the Preview button to preview how the post will look once published.
6. Click Save at the bottom of the post.
Advanced Post Options

The advanced options section on the right of the Create a Post page contains
options to modify or edit publishing, post author, URL path settings, and
comment settings
 Publishing Options
When creating or managing posts you can edit
a wide range of different Publishing Options.
To access the publishing options click
Publishing Options on the right of the Create
Post or Edit Post page.
 Published vs. Unpublished-- A published
post is a post that is viewable by the
general public whereas an unpublished
post is only accessible by website
administrators. If you are working on a
post and wish to save your progress you should uncheck the
Published box before saving. This will save the post allowing only
administrators to view and edit it.
 Promoted to front page-- If the Promote to Front Page box is checked
then the post will be on your front page in your News and Updates
section. If you uncheck the Promote to Front Page Box then your
post will NOT show up on the front page.
 Sticky at the top of lists-- By checking the Sticky at the top of lists box
your blog post will permanently remain the first post on the News
and Updates section of your front page as well as any additional blog
lists on your NetBoots site. NetBoots staff recommends you use this
feature to keep important news or a welcome message at the top of
your list.
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 Schedule to Publish-- If you are creating a post and desire to publish

the post on a future date then check the box Schedule to publish.
Enter in the date and time you wish the post to appear in your News
and Updates section. This function is often used when publishing
important time sensitive information.
 Revision Information
If you are editing an existing post and wish to log why you
made the changes, you can check the box Create New
Revision and write a message as to what changes you made
and why you made them. This will log a note for
administrators as to why changes to the post were made.
 Authoring Information
When creating or editing posts you can use the Authoring Information
section to change the Author by field so that the post appears to be created
by a different person. You can only enter the name of an individual who
has an account with your NetBoots website.
 Menu Settings
Add a menu item for your post onto the
navigation bar. Visitors that click on the menu
item will go directly to the post.
 Menu Link Title-- Under Menu link title,
type the title name for your post as you
wish it to appear on the navigation bar.
 Parent Item-- If you want your post to
appear as a drop down under a different
menu name then use the Parent Item box
to select which existing page will act as the
parent for the drop down menu.
 Delete this menu Item-- If you are editing
an existing page and wish to delete the
current menu title then check the Delete this
menu item box.
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 URL path settings

Netboots will automatically convert your post title into your posts URL.
(Example: a post titled Update 27 will show up as
www.examplesite.netboots.net/ posts/update-27). If you want to change
the URL then uncheck Automatic Alias and enter in the URL that you wish.
 Comment Settings
Use this section to enable or disable visitors commenting on your blog post.
About Events (Deluxe and Premier only)

The events module is used to advertise upcoming events that you are attending
or hosting. Any created events display on both the Upcoming Events block as well
as your Calendar.
Create an Event
1. Click on the Create an Event Icon in the Dashboard or click Publishing -->
Event--> Create Event on the navigation bar.
3. Enter the date/time of your event.
4. Enter the location of the event
5. Enter the Address of the event
6. Enter a brief description of the event in the Body section.
7. Use the preview button to preview how the page will look once published
Adding Images to Events

Adding images to events is a complicated endeavor. It requires a multistep
process involving several different components of the NetBoots system. The
additional steps for adding an image is designed to ensure images are added in a
way that does not interfere with the events module.
1. First log into the NetBoots website and go to the Dashboard.

2. Once in the dashboard click on Publishing in the Navigation Bar
3. Click on Images.
4. Then click on Create Image.
5. Create a title and upload an Image from your computer.
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6. Click on Save
7. You should be redirected to page where you can see your image
8. Right Click on the image and select "Copy Image Location" or "Copy Image
Source" depending on your browser.
9. Now go back into your dashboard and select the manage/edit events
depending on where this image is going.
10.Go to the specific event you want to add the image to.
11.In the body editor click the Edit Image icon in the body editor
12.Paste the Image location that you copied in step 8.
13.Click on Insert on the editor and this should enter the image into your
event.
Embed Videos to your Event

To add a YouTube, Vimeo, or Google video to your event follow the steps below.
1. Log into your NetBoots website and go to your Dashboard
2. Create a new event or edit an existing image (see the Create an Event or
Manage an Event section above)
3. Click on the insert media button. A pop up box should appear.
4. Copy the URL of the YouTube, Vimeo, or Google video you want to embed
and paste it into the File/URL field
5. Click Insert
6. Finish creating the event or making any additional edits to your event
7. Save the event.
Managing Events:
Manage and edit existing events with the Manage/Edit events function. Use the
Manage/Edit events function to view a list of all published and unpublished
events along with how many comments each event has, delete existing events,
and edit content of existing events.

2. Click on the Manage/Edit Event Icon or go through the Navigation Bar by
clicking Publishing--> Event--> Manage Edit Event.
3. Navigate through the list of existing events and click on the "Edit" link on
the right to edit the desired event.
4. Edit any information you wish in the selected event.
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5. Use the Preview button to preview how the event will look once published.
(Optional)
6. Click Save at the bottom of the Event.
Google Maps for Events:

When creating an event any address entered in the address section will
automatically generate a Google Map. However, you can disable this feature by
clicking on the Map tab and then selecting "No Map." Additionally, you can
embed your own Map by copying and pasting the embed code of your desired
map into the Map Embed section.
AboutTicketing (Premier Only):

The ticketing option allows you to create and sell E tickets to your events. To
enable ticketing, first create and event (see Create and Event above) or edit an
existing event (see Manage/Edit Event) then follow the steps provided.-
How To Enable and Use Ticketing

1. In the Event Editor click on the link RSVP/Ticketing
2. Under 'Enable:' select Ticketing
3. Enter an email address in the Admin Notification box. This email address
will receive an email each time someone purchases a ticket.
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4. Under ticketing options select the desired Contribution Fund (For advanced
users only --see Contribution Funds for more information). If you are
unsure select the default fund.
5. Enter any special instructions about these tickets in the Ticket Instructions
box.
6. In the Ticket Types box change the actual price, the display price and name
for the ticket.
50.00/$50 Ticket Name 1
Amount the user will be charged/The Amount Displayed on the Event page
The name of the ticket
Please note that you cannot create two or more tickets with the same
actual price. If you have Ticket A and Ticket B for $75 then they would need
to be entered as below:
75.00/$75 Ticket A
74.99/$75 Ticket B
Both tickets will display as $75 on the event page, but Ticket B will actually
cost a 1 cent less than ticket A.
7. Once finished editing the rest of the Event then click on the Save button at
the bottom of the event editor.
Export Ticketing Data

When a user purchases a ticket, an email is sent to the designated contact (see
step 3 above for how to designate an email for ticket contacting). However, it is
important to regularly export the full ticket purchase list. Follow the steps below
to export the full ticket list
1. Select Data Export from the dashboard's navigation bar.
2. Select Export Tickets from the drop down menu
3. Select the Event you wish to export from
4. (Optional) If you wish to export from a certain time range then under Select
Date Range click the enable Date Range and select then designate the
desired start and end dates to export from.
5. Select the format of the data export. HTML, CSV, HTML download, TSV
6. Select Export
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About RSVP (Premier Only)

Premier users can enable RSVP for events allowing supporters to submit their
name as well as amount of guests they intend to bring.
How to Enable RSVP

1. Create a new event or manage or edit an existing one.
2. In the Event Editor click on the link RSVP/Ticketing
3. Under 'Enable:' select RSVP
4. Enter an email address in the Admin Notification box. This email address
will receive an email each time someone RSVPs.
5. You do not need to enter any information into the Ticketing options.
6. Once finished editing the rest of the event then click on the Save button at
the bottom of the event editor.
Export RSVP Data

When a user RSVPs, an email will automatically be sent to the designated contact
(see step 3 above for how to designate an email for RSVPs). However, it is
important to regularly export the full ticket purchase list. Follow the steps below
to export the full ticket list
1. Select Data Export from the dashboard's navigation bar.
2. Select Export RSVPs from the drop down menu
3. Select the Event you wish to export from
4. (Optional) If you wish to export from a certain time range then under Select
Date Range click the enable Date Range and select then designate the
desired start and end dates to export from.
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5. Select the format of the data export. HTML, CSV, HTML download, TSV
6. Select Export
Displaying Events on your front page

The front page of your NetBoots website will automatically display the 5 events
closest to the current day and time. The front-page will instantly remove events
that have come to pass.
Delete an Event
It is possible to delete an existing event, however, deleting an event cannot be
undone and all data associated with that event will be lost (RSVPs and Ticketing).
Follow the steps below to delete an event-
2. Click on the Manage/Edit Event Icon or go through the Navigation Bar by
clicking Publishing--> Event--> Manage Edit Event.
3. Navigate through the list of existing events and click on the "Delete" link to
delete the desired event.
4. Confirm that you do indeed want to delete that event, by clicking "Delete"
5. The event and all of its associated data are now deleted
About the Join Us Form

Every NetBoots website comes equipped with a Join Us page allowing supporters
to submit personal information through the website. Different aspects of the Join
Us page can be edited including, but not limited to, the header, the title, adding
checkboxes, and form responses. All data captured by the Join Us page can be
viewed and exported in the Data Export section. For more about viewing and
exporting Data see the Data Export section on Page.
Editing the Join Us form

Log into your NetBoots Website and then go to the Join Us page on your front
page. Then click on the Options link to edit the Join Us form.
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Options-- The options tabs controls the Join Us page Settings, Volunteer Options,
and add checkboxes.
 Page Settings-- Use the page settings section to change the Join Us title,
Header and Footer. These options can also be controlled in the Edit tab
under the sub tabs Form and Template.
 Volunteer Options-- Use the Volunteer options section to add customized
checkboxes to the Joins Us page. Checkboxes are most commonly used for
adding volunteer options to the Join us page but can be used in multiple
way.
o Volunteer Options Title-- Use this field to change the subtitle of the
Checkboxes section.
o Description-- Use this field to enter a description for the checkboxes.
The default text is "Let us know how you would like to volunteer."
o Checkboxes-- Use this section to create volunteer options or
checkboxes for the Join Us Page. These checkboxes allow users to
submit additional information concerning ways they can volunteer
thus providing campaigns and organizations a great way to collect
additional information. While multiple checkboxes can be created if
checkboxes are removed then signup data related to this checkbox
will be removed from past signups. Thus if you remove the checkbox
"Make Phone Calls" then that option will be removed from any past
supporters who checked that box.
NetBoots Personalization
NetBoots Settings
NetBoots allows you to customize your website's contact email, website slogan,
site description, footer message, logo, and browser icon. The only setting not
customizable is your website's URL.
Change your Site Name

It is possible to change your website's name. The website name appears at the
top of your website. It also is used by search engines to categorize your website.
NOTE for a website name NetBoots recommends you use a name that directly
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relates to your campaign or organization. Example-- John Smith for Congress

instead of John Smith is the Best.
1. Log into your website's dashboard

2. Click on the NetBoots Settings Icon or use the Dashboard's navigation
bar by selecting Configuration -->NetBoots Settings.
3. Type your desired site name into field named Site Name
4. Click Save Settings at the bottom of the page.
Website's Contact Email

This email is the FROM address used in automated emails when a supporter
contributes or registers for updates. In order to minimize the risk of your email
being flagged as spam it is recommended that you choose a recognizable email
address.
1. Log into your website's dashboard
3. Type a desired website email into the field titled Site Email
Website's Slogan
Your website slogan is the equivalent of your site's motto, tag line, or
catchphrase. This phrase often . You can change your website's slogan by
following the steps below:
1. Log into your website's and go to the Dashboard.

3. Type your desired website slogan into the field titled 'Site Slogan.'
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Website Description
Meta Tags and Search Term Optimization.
You can improve your website search term ranking by adding keywords into your
websites' description box. These keywords will then get indexed by search
engines and bump the ranking of your website.
1. Log into your website's and go to the dashboard.

3. Type a description and keywords in the field "Site Description."
Footer Message
The footer message found on the lower left corner of your website. Often
campaigns and organizations will utilize this section to display the "Paid For By"
language.

3. Type a message in the Footer Message Field.
Upload a Logo or Header

It is possible to upload your own logo or header to your NetBoots website.
Consult your NetBoots Account Manager to determine the appropriate
dimensions for you logo or header.
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You can upload a logo by

3. In right hand corner switch tabs from Site Settings to Theme Settings.
4. Under Logo image settings click the Choose File button.
5. Select the .jpg or .png of your logo or header from your computer.
6. Make sure the Use default logo is turned off
7. Click Save Configuration at the bottom of the page.
Shortcut icon settings

It is possible to upload a unique icon for your website. This icon will appear next
to your URL or Site Name. By default the NetBoots website will display a shortcut
icon of the United States.

4. Under Logo image settings click the Choose File button.
5. Select the .jpg or .png of your shortcut icon from your computer.
6. Make sure the Use default shortcut icon is turned off.
Display Logo, Site Name or Site Slogan

The Toggle Display section allows you to change whether a custom logo, site
name, site slogan, or combination of these are displayed in the header space of
your website. To change these settings
1. Log into your website and go to the dashboard.
4. Under Toggle display check the items you wish to have displayed on
your header.
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Administer Menus
The Administer Menu Button allows you to rearrange and organize menu titles on
your NetBoot's website. The Administer Menus Item has two levels - Primary
Links and Footer
Primary Links -- Modifying The Main Navigation Menu Bar

When you click the Administer Menus icon you will have the option to select
Primary Links. The Primary links button controls the main NetBoots Navigation
Bar allowing you to rearrange menu items, create drop down menu, add menu
items that link to other pages, and disable menu items.
Use the Administer Menus function to reorganize the menu titles on the NetBoots
Navigation bar ensuring your visitors will easily find the pages they want to read.
To reorganize menu items-
2. Click on the Administer Menu Icon or use the Dashboard's navigation
bar by selecting Configuration --> Administer Menus.
3. Select Primary Links.
4. Locate the pages you would like to move.
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5. Click the cross of arrows on the left and drag that menu item to the
location you want.
Front page Navigation Bar and Drop Downs

Creating drop down menus with your Navigation Bar allows you to arrange
your content logically and thus make your NetBoots website easy to
navigate. We at NetBoots highly recommend using drop downs to avoid a
cluttered looking website.
4. Move your mouse cursor over the menu item that you would like to
put in a drop down menu
5. Click and drag that menu item TO THE RIGHT and BELOW the item
you want it under.
Add Menu Items that redirect to a different website

With NetBoots, you can create a menu item in the NetBoots Main
Navigation Bar that points to an external website. Why this function can be
useful for pointing users to petitions or important news articles do keep in
mind that whatever website you send your supporters to will most likely
not have a return link for them to get back to your website.
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How to add a menu item that redirects to a different website

4. Click on the tab 'Add Item' in the right hand corner.
5. In the 'Path' field type the full URL of the external link you want
supporters to get directed to
6. Under 'Menu link title' type the title of the link you wish displayed on
the NetBoots Navigation Bar
7. Optional - you can type the description of the link in this field. The
description will appear if someone hovers over the menu item.
8. Make sure the box 'Enabled' is checked
9. If you want the menu the drop down expanded the click the box
expanded. (see expanded items for more information)
10.Optional - If you want this link to appear as a part of a drop down,
then select the parent item for that drop down in the field titled
"Parent Item.' Use the Weight field to determine if this menu item
will be on the top (enter 0) or the bottom (enter a number higher
than 0) of the drop down menu.
11.Click Save at the bottom of the page
Footer Menu
At the bottom of your NetBoots website is the Footer Menu. You can rearrange
and add items to the footer menu using the Administer Tools function.
Rearranging the Footer Menu

You can rearrange the footer menu by using the Administer Menus icon. Follow
the steps below
2. Click on the Administer Menu Icon or use the Dashboard's navigation bar
by selecting Configuration --> Administer Menus.
4. Move your mouse cursor over the menu item you would like to move.
5. Click and drag that menu item to the location you want.
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Contribution System (deluxe and premier only)

The ability to collect online donations remains a critical component of any
campaign or organization. The NetBoots contribution system allows you to
directly accept online donations via PayPal's Website Payment Standard or
PayPal's Website Payment Pro while additionally collecting donors contact
information. Due to the importance of this feature, the NetBoots Contribution
System has several customizable options.
Accessing the Contribution System

You can access the contribution system by clicking on the dashboard icon titled
Contribution System or by using the dashboard's navigation bar and clicking on
'Contribution System' under the Configuration tab.
About Funds
When you access the contribution system you will first see a list of all of the
current funds. Each Fund acts as a unique contribution form. Most NetBoots
users will never have use for multiple funds as creating additional funds should
only be used if you want to collect donations for a special event, particular cause,
or creating different membership levels while keeping the data from these special
funds separate from your general donation fund.
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How to create a new fund

2. Click on the Contribution System Icon or use the Dashboard Navigation Bar
by clicking on the Contribution System link under the Configuration Tab.
3. Select the Add Fund tab
4. Enter a name of the fund for Internal tracking purposes. This name must be
in lowercase and only letters or numerals
5. Change any portion of the contribution form associated with this fund. See
Fund Settings for more information on what can be changed.
6. Once you are done making changes then press Continue at the bottom of
the page. NOTE you can make changes to the form after creating the new
fund.
7. Double check the PayPal settings associated with this newly created fund.
Change your PayPal information if you see fit. For more about PayPal
settings
8. Click Save at the bottom of the Processor/PayPal settings page.
Browse Contributions
The Browse Contributions tab allows for easy sorting of online contributions. The
date, fund, name, amount, type, status, and details can be viewed in a table
format. At the top of the list use the type, status, fund, and where to filter
contributions. The type field allows filtering by contribution, pledge or recurring
contribution. The Status drop down allows you to filter by incomplete or
complete contributions. The Fund drop down allows you to filter by different
types of funds.
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By clicking details next to any donation you can view additional information
regarding the contribution including any PayPal related errors, PayPal transaction
ID number, along with submitted information.
View Forms associated with existing funds.

View the contribution form associated with any the particular fund by clicking the
"view form" link under operations. This will display the contribution form as
website visitors will see.
Configure Contribution forms for existing funds.

Use the "configure" link to edit different components of the contribution form
including text, contribution buttons, donation limits, PayPal settings, and varying
requirements . Simply click on the link titled "configure" to access the Fund
Settings.
Processor Settings:
Clinking on the configure link will redirect you to the Fund Settings Tab. However,
before a fund can collect contributions PayPal must first be integrated with the
NetBoots Website. To access the PayPal Processor Settings click on the tab
"Process Settings" in the right hand corner
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 PayPal Service Type-- Use this section to select the type of PayPal Account
you have. The two options are-
Website Payment Standard -- A free PayPal business account. While this

account can collect donations online it cannot be used for NetBoots
Premier edition's Recurring Contribution feature
Website Payment Pro -- $30/month business account. This account must

have the $30/month recurring contribution upgrade in order to integrate
with NetBoots Premier Edition's Recurring Contribution feature.
PayPal Website Payments Standard

If you have a Website Payment Standard Account then enter the email address
associated with your PayPal Account into the appropriate field. Once you have
entered your e-mail then click Save Fund at the bottom of the page.
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PayPal Website Payments Pro

If you have a Website Payment Pro account then enter your PayPal API username,
API Password and API Signature into the appropriate field. Once you have
entered your API information then click Save Fund at the bottom of the page
To retrieve your API credentials follow the steps below or request the more
extensive Website Payment Pro guide from your Account Manager.
1. Log into PayPal
2. Select My Account from the top Navigation Bar
3. Select Profile from the secondary Navigation bar
4. Click on the link Request API credentials
5. Click on Option 1 - Setup PayPal API credentials and permission
6. On the next page click Request API credentials
7. Check the box Request API signature and click Agree and submit at
the bottom of the page.
8. You should now see your API credentials. Copy, print, or write down
the API username, API Password, and API signature for use on the
NetBoots Contribution system.
Advanced Processor Options

If you are familiar with PayPal then use the advanced SandBox option to test
different functions of your contribution form. IMPORTANT while using sandbox
you will not be able to accept online donations. Only check USE SANDBOX if you
are advanced PayPal user testing the donation software.
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Fund Settings
The Fund Settings tab controls the settings for the contribution form. Use the
Fund Settings tab to change the header, footer, donation limits, and requirements
for the contribution form. A description of each of the different options and what
they control can be found below.
 Fund Information -
The Fund Information section allows for the control of the internal name,
time zone, external name, and the enabling of an additional confirmation
step in the donation process.
o Internal Name - This field allows you to give an internal name for each
fund for internal record keeping purposes. It is recommended to keep
the Internal Name direct and simple. For example the internal name of
the default fund is simply Default.
o Reporting Time Zone - This drop down allows you to select a time zone
for recording contribution dates. It is important that if you select a time
zone from this field that you also ensure the PayPal is configured to the
same time zone.
o Title - The title is the External Name found at the top of the contribution
form. If you leave the title field blank then the default title "Make A
Contribution" will display as your contribution title
o Enable confirmation Step - By checking the Enable Confirmation Step,
you will add an additional review step to the donation process. This
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additional step requires donors to confirm their personal information

before submitting payment information to PayPal.
 Payment processing -
Currently NetBoots only integrates with PayPal's Processor. As NetBoots
developers find additional payment software that meet our stringent
standards we will add them to our Payment Module. As of now the only
selectable payment module is PayPal.
 Amount Setup -
The "Amount Setup" section allows you to create selectable donation
amounts as well as set a maximum and minimum donation amount.
o Selectable Amounts - In the selectable amounts section, you can

create a preset donation amounts that potential donors can choose
from. The contribution form comes with the default buttons of
$1000, $500, $250, $100, $25, and Other. If you want to add or
change button amounts follow the format below.
Amount the user will be charged/The text that is displayed

An example of a button for $25
$25.00/$25
An example of a membership button
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$25.00/Gold Membership - $25
o Minimum Amounts - This field allows you to set a minimum amount

that a donor can contribute. If a donor attempts to contribute below
the minimum amount then they will receive a notification to increase
their contribution amount.
o Maximum Amount - This field allows you to set a maximum amount

that a donor can contribute. If this field is left blank then there will
be no maximum contribution amount. Keep in mind that donations
are subject to payment processors, such as PayPal, internal
limitations.
 Recurring Contribution (Premier Only) -

The Premier edition of NetBoots allows you to
configure the contribution system to accept
recurring contributions either monthly, quarterly, or
yearly. It is important to note that you must have
PayPal Website Payment Pro and PayPal's
Recurring Contribution upgrade in order for this
feature to work. Do not activate recurring
contributions unless you have PayPal's Website
Payment Pro and Recurring Contribution . If you do have the
appropriate PayPal account and upgrade then click the boxes of the
Recurring Contributions you wish to enable.
 Process Payments -
Use the Process Payments field to set when the Recurring Contribution will
process donations. Use the Process Payments drop down to select which
day of the month recurring contributions will get processed. Alternatively,
you can set the Process Payments module to Instantly which will
immediately process the contribution (and then again at the same time
each month, quarter, or year).
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 Admin Notification -
Email addresses entered in the Recipients section under Admin Notification
will receive an email notification every time a contribution is made via your
NetBoots website. You can enter multiple email address in the Recipients
box simply separate them by commas.
 Requirements -
Use the Requirements section to add additional legal requirements to your
contribution form. This section is particularly helpful for federal campaigns
which much collect Occupation and Employer information for donations
over $200.
o Require Self Disclosure Check Box

By checking the Require Self Disclosure Box, donors must enter their
Occupation and Employer information before donating. NetBoots
information will get stored and be available for export.
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o Minimum Self Disclosure Amount

If the Require Self-disclosure box is checked then use the Minimum
Self-disclosure Amount to specify the donation amount in which the
self disclosure fields kick in.
o Self Disclosure Description

If the Require Self-disclosure box is checked then the contribution
form will display the Self-disclosure description. The Self disclosure
description offers donors an explanation as to the reason for
collecting employer and occupation information as well as the
minimum self disclosure amount. NetBoots provides default self
disclosure language in this field that can be changed at your whim.
o Require Eligibility Confirmation

By checking the Require Eligibility Confirmation box you will require
donors to confirm their legal eligibility before contributing.
o Eligibility Requirements
If the "Require Eligibility Requirements" box is checked then use the
Eligibility Requirements Field to write what the legal requirements
are. The Eligibility Requirements text will get displayed on the
contribution form. NetBoots provides five default eligibility
requirements required by federal law for campaigns. Edit, add, or
rewrite this section as you see fit.
 Extra Fields -
The Extra Fields section allows you to add a Salutation and/or Country field
to the contribution form. If you wish to add these extra fields simply check
the box optional or required under the extra field you wish to add. Note
that enabling the Country field will make the State and Zip Code field
optional if the donor selects a different country than the United States.
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 Customizations -
The customization section allows you to edit and modify the header, footer,
thank you email, and URL redirect after donation of the contribution form.
o Header
Use the Header space to type a message that will display before the
contribution form. Keep the description brief and to the point.
o Input Format
Use the Input format to change between Filtered HTML and Content
HTML types. The difference between Filtered HTML and Content
HTML is that Filtered HTML will automatically convert email
addresses and website URLs into clickable links.
o Footer
Use the Footer space to type a message that will display below the
contribution form. Keep the description brief and to the point.
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o Input Format
Use the Input format to change between Filtered HTML and Content
HTML types. The difference between Filtered HTML and Content
HTML is that Filtered HTML will automatically convert email
addresses and website URLs into clickable links.
o Thank-you Email
NetBoots sends a default Thank-you email to successful donors. Use
the Thank-you Email to change the Subject and body of the Thank-
you email (to change the FROM address for this email see NetBoots
Settings Website Contact Email). Use the Available Variables list to
see what additional variables you can add to your Thank-you email.
o Redirect on Success
Along with a thank-you email, after successfully contributing your
donor will get redirected to a default Thank You page. If you wish to
have successful donors redirect to a different page, such as a
customized thank you page, then enter the URL of the page you wish
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donors to redirect to. Use the Available Variables list to customize

the redirect URL.
 Form Alter
Form alter can only be used by the NetBoots Personnel to modify the
contribute form.
Data Export
The NetBoots platform collects and stores supporter submitted information when
website visitors use the NetBoots' contribution system, the join form, volunteer
form, or the short signup block. This information is available for export in the
NetBoots Dashboard. The supporter lists are broken up into contributions
(premier and deluxe only), Form Signups, RSVP's (premier only), Signups and
Tickets (premier only).
Export Contributions (Deluxe and Premier Only)--

The NetBoots' contribution system captures and stores the information of every
contributor. Use the Export Contributions to export a list of your contributors
along with relevant information.
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 Select Date Range-- Use the select date range option if you want to export
all contributors within a defined period of time. To use this information
first click the check box titled 'enable date range.' Then select the start and
end date to define the time period of the data export.
 Type-- Use this drop down to select all contributions or just recurring
contributions (for premier only).
 Include Incomplete-- By checking the 'Include Incomplete' box NetBoots
will export the data for unsuccessful contribution along with successful
contributions.
 Include Pending-- By checking the 'Include Pending' box NetBoots will
export the data of contributions still pending with PayPal along with
successful contributions.
 Include tests (for advanced users)-- By checking the 'Include tests' box
NetBoots will export the data of contribution made using PayPal's sandbox
system along with successful contributions.
 Include Fields- The Include Fields Section allows you to customize which
information NeBoots will export for each contributor.
 Format-- This drop down allows you to choose the format in which
NetBoots will Export the data.
 HTHML-- will open in your web browser,
 CSV-- will download to your computer and can be viewed and
edited in most spreadsheet software such as Microsoft Excel.
Additionally, CSVs can be uploaded to Mass Email Services like
Constant Contact or Mailchimp.
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 HTML Download-- This option will download an HTML version

of list to your computer. You can open this list with any
internet browser regardless if you are connected to the
internet.
 Tab Delineated -- This format will download to your computer
be viewed by most spreadsheet programs and text editors.
Export Form Sign Ups--

Customized NetBoots' forms capture and store information about the individuals
that fill out your Join Form or custom form. Use the Export Form Signups to
export information from collected from the custom forms.
 Signup Form-- Use this drop down to select the form you wish to export
data from.
all signups within a defined period of time. To select a specific date range
to export from first click the check box titled 'enable date range.' Then
select the start and end date to define the time period of the data export.
 Only Export opted-in signups-- Use this check box to only export supporters
who opted in to receive emails updates from your campaign or
ogranization.
 Only Export one row per unique email-- Use this checkbox to remove
duplicate signups from supporters who have filled out the form multiple
times.
 Include Fields- The Include Fields Section allows you to customize which
information NetBoots will export for each contributor.
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internet.
Export RSVP's (Premier Only)--

Events with RSVP enabled will capture and store information
about the individuals that RSVP. Use the Export Form Signups
to export information from collected from the custom forms.
 Event-- To export RSVPs an event must first exist with the

RSVP function enabled. Under the Event drop down you
must then select the particular event you want to export
RSVP's for. Alternatively, you can select 'All' which will
export RSVP's for all events that have the RSVP function.
 Select Date Range-- Use the select date range option if
you want to export all signups within a defined period of
time. To select a specific date range to export from first
click the check box titled 'enable date range.' Then select
the start and end date to define the time period of the
data export.
 Format-- This drop down allows you to choose the format
in which NetBoots will Export the data.
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internet.
Export Signups--
The Export Signups option exports all signups from the
volunteer form, any custom form, contribution forms, quick
signup blocks, RSVPs, and tickets. This master data list
automatically removes duplicate signups.
 Select Date Range-- Use the select date range option if
you want to export all signups within a defined period
of time. To select a specific date range to export from
first click the check box titled 'enable date range.' Then
select the start and end date to define the time period
of the data export.
 Included Fields-- Include Fields- The Include Fields
Section allows you to customize which information
NetBoots will export for each contributor.
 Filter by Tag-- Use the filter by tag drop down to select
where the data for the export comes from. This drop
down will let you select from custom signup forms
 Format-- This drop down allows you to choose the
format in which NetBoots will Export the data.
internet.
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Export Tickets (Premier Only)--

The Export Tickets option exports all a list of supporters who purchased tickets
from an event. To create an event with ticketing seeing the events section.
 Event-- To export a list of Tickets purchased an event must first exist with
the ticketing function enabled. Under the Event drop down you must then
select the particular event you want to export ticket information.
Alternatively, you can select 'All' which will export RSVP's for all events that
have the Ticketing function.
all signups within a defined period of time. To select a specific date range
to export from first click the check box titled 'enable date range.' Then
select the start and end date to define the time period of the data export.
internet.
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NetBoot's Inegrations
NetBoots directly integrates with a wide range of social media websites
including Twitter, Flickr, Facebook, and YouTube. Additionally directly
NetBoots integrates with the mass emailing service MailChimp as well as
the website traffic tracker Google Analytics.
Twitter
Your NetBoots website comes equipped with a robust Twitter system
allowing you to display tweets from your twitter account or display
tweets from various search terms. Your twitter feed will show up on
the right sidebar and it will show all of your tweets from the last 14
days.
 Show LiveTweets block- This check box controls whether or
not the feed displays on your website
 Block Title- Enter the title you want above your twitter feed. If
you leave the field blank the Default title of "Twitter" will get
displayed. If you type <none> then no header will get
displayed
 Username- If you want your twitter feed to pull from your
Twitter Account then enter your Twitter Username into this
field.
 Search- If you want your twitter feed to display all tweets
containing certain search terms then enter those search terms
in this field. Please note that if you have your Username
entered then only tweets from your username containing
those search terms will get displayed.
 Search Mode: You can change how the Search Module search
for key terms by changing the search mode. The three search
modes are: Any of the above items, All of the above items,
Match Exact Phrase
 Banlist: Enter the Twitter Username of users you wish to ban
from showing up on your websites twitter feed.
 Tweet Limit- Use this drop down to change how man tweets
are displayed on your website.
 Show Profile Icon- Use this check box to determine if Twitter's
Profile Icons will display in your twitter feed.
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Flickr
You can integrate your Flickr account with your NetBoots website.
Once done your NetBoots website will pull 6 random images from
your Flickr account and show them on the sidebar of your NetBoots
website. To integrate your flickr with your NetBoots website simply
enter in your Photostream URL or Flickr ID into the appropriate field.
Additionally you can change the title of the Flickr block by entering a
title in the Block Title section. If you leave the Block Title section
blank then the default title of "Flickr" will display.
Facebook Fan Box

NetBoots directly integrates with Facebook fanpages. The Facebook
fanbox will display all of your the names and, if you choose, pictures
of your Facebook supporters. Additionally, visitors to your NetBoots
website can opt to become one of your Facebook fans without ever
leaving your NetBoots website.
 Show facebook Fan Box -- Checking this box will enable the
facebook fanbox on your NetBoots website.
 Enable Preview -- By checking the Enable preview box you will
able to view how the facebook fanbox will look on your
NetBoots website.
 Block Title -- Enter the title you want displayed above your
facebook fanbox. If you leave the field blank the Default title
of "Facebook" will get displayed. If you type <none> then no
header display
 Profile ID -- Enter in your fanpages unique ID in order to
integrate Facebook with NetBoots. To find your Facebook
Fanpage ID follow the steps below.
 Go to your Facebook Fanpage
 Click on your Fanpage profile image in the upper
left
 Click on your profile picture again
 Look in the URL and find the id=XXXXXXXXXXXX.
(Note: not pid=XXXXXXX)
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 Copy the number after id=XXXXXXXXXXXX

 Paste this number into the profile ID section of
your NetBoots page.
 Number of fans to display -- This number reflects the amount
of facebook fans that the facebook fanbox will display. By
default 9 fans display on your facebook fanbox.
 Number of columns -- This changes the number of columns in
your facebook fanbox. By default your facebook fanbox has 3
columns. You can choose a number between 1 to 5 columns.
 Show my friends names in addition to their pictures --
Checking this box will show Display your supporters first name
under their profile picture. If this box is unchecked then only
your supporters profile pictures will show up in the facebook
fanbox.
 Show a stream of my recent stories -- Checking this box will
display recent stories from your facebook fanpage on your
facebook fanbox. This stream of recent stories will appear
above your supporters.
 Show the facebook logo. Checking this box will display the
facebook logo above your fanbox. By default this facebook
logo is unchecked and thus turned off.
 Color Settings -- You can change and customize the colors of
your facebook fanbox. You have the option to change the
border around the box, background of the top section, text
color of the top section, background of the friend section, and
text in the friend section. Use the Enable Preview area to see
how your facebook fanbox will look. Please note that chagnes
to color settings can take up to an hour to show up on your
website due to facebook's caching policy.
 Advanced Settings -- Use the advance settings section to
manually adjust the width, height, and CSS of your facebook
fanbox.
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YouTube
Your NetBoots website can integrate with YouTube beyond embedding
videos into pages and posts. The YouTube Block can feature up to four
YouTube videos on your right sidebar. Videos are pulled from a specific
YouTube channel, search terms, or by manual entry of the YouTube
URLs.
 Show YouTube Block -- Click the Show YouTube Block to enable

this feature. When this box is unchecked then the YouTube Block
will not display.
 Block Title Block Title -- Enter the title you want displayed
above your YouTube Block. If you leave the field blank the
default title of "Videos" will display. If you type <none> then
no header will display
 Enable Preview -- Checking the 'Enable preview' check box will
display a preview of the YouTube Block as it would appear on
your NetBoots website.
 Video Source -- Under the section Video Source you must
choose the source of the videos in which NetBoots will
integrate. Your choices are a YouTube Channel, search terms,
or by manually entering the URLs. More about each option
can be found below
o Youtube channel -- The YouTube Channel selection will
integrate NetBoots with a specific YouTube Channel. As
new videos are added to this channel they will
automatically display under the YouTube block on your
NetBoots website. You may enter in the URL to your
own YouTube channel or a third party channel URL.
o Search Terms- The Search term selection will display
YouTube Videos that match the entered search terms.
NetBoots recommends that you only use very specific
search terms to minimize negative videos.
o Manual Entry -- To display specific YouTube videos then
select the manual entry source. Enter in the URL's of up
to four YouTube Videos you would like to feature in the
YouTube Block.
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o Submit -- Make sure to click submit at the bottom of the

page to save any changes
Google Analytics
Use Google Analytics to track website traffic and to generate reports
about website visitors. To register for a free Google Analytics account
go to ww.google.com/analytics/. Once you ahve an account add your
NetBoots website into your profile.
 Google Analytics account number-- Once you have added your

NetBoots website to your Google Analytics account then copy and
paste your Google Analytics account Number into the Google
Analytics field. The number should be in the format of UA-########-
#. To find this number, click the Edit link in your Google Analytics
account next to the appropriate profile on the Analytics Settings
page, then select Check Status at the top-right of the table to find
the account number (UA-#######-#) of your site.
 Use Specific tracking settings-- This option allows you to determine if
Users can control being tracked on your website. By default Google
Analytics will track which page visitors viewed and for how long.
Additionally, browser information and general location are tracked.
All of this information is available for you in Google Analytics.
 Role Specific Tracking settings-- Use the Role Specific Tracking to
have google analytics track only certain types of users. For example
if you want to track users who do not have username and passwords
to your website then only check the box for anonymous user. Google
Analytics will then only track users not logged into the website.
 Page Specific tracking settings-- The Page specific tracking settings
allows you to only track visitors to certain pages. By default,
NetBoots tracks visitors to every page except the login pages and
pages. You can exceptions to this list or switch the mode to "Add to
the listed pages only" and track only pages that you list in the Pages:
Field.
 Link tracking settings-- Use the Link tracking settings to track
outgoing links, track mailto links, and track download links.
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o Track outgoing links-- Use this checkbox to have Google

analytics track clicks on outgoing links. By default this
checkbox is checked.
o Track mailto links-- Use this checkbox to have Google Analytics
to track mailto links. Mailto links are links that correspond to
an email address and when clicked open up email software. By
default this checkbox is checked
o Track download links-- Use this checkbox to track downloads.
Enter in the file extensions to be tracked in the File Extensions
to track field blow this checkbox. By default this checkbox is
checked.
o File Extensions to track-- Use this field to enter in specific file
extensions for Goolge Analytics to track. These files will only
be tracked if the 'Track download links' checkbox is checked.
By default Google Anayltics will track 7z, aac, avi, csv, doc, exe,
flv, gif, gz, jpeg, jpg, js, mp(3, 4, eg), mov, pdf, phps, pngl, ppt,
rar, sit, tar, torrent, txt, wma, wmv, xls, xml & zip.
 Advanced Settings-- Use advanced settings if you are familiar with
Google Analytics and tracking.
o Cache tracking code file locally-- If checked, the tracking code
file is retrieved from Google Analytics and cached locally. It is
updated daily from Google's servers to ensure updates to
tracking code are reflected in the local copy. Do not activate
this until after Google Analytics has confirmed your tracker!
o Track internal search -- If checked, internal search keywords are
tracked. You must configure your Google account to use the
internal query parameter search. For more information click
on the link titled 'How do I set up Site Search for my profile.'
o Track AdSense Ads-- If checked AdSense ads will be tracked in
your Google Analytics account. You can set up an AdSense
account at google.com/adsense/
 Custom Java Script code-- You can add custom Google Analytics code
snippets here. These will be added to every page that Google
Analytics appears on. Click on the link 'Google Analytics Tracking
Code- Functional Overview' and the link 'Google Analytics Tracking
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API' for more information. Do not include the <script> tags, and
always end your code with a semicolon (;).
o Code Snippet (Before)-- Code in this text area will be
added before page Tracker
o Code Snippet (After)-- Code in this text area will be
added after page tracker. This is useful if you'd like to
track a site in two accounts.
 Java Script Scope-- Use this drop down to add JavaScript to the
footer or header. Google Analytics recommends adding any external
JavaScript files or code to the footer for performance reasons. By
default code Footer is selected.
MailChimp
NetBoots integrates directly with MailChimp, the industry's leader in
list management and email marketing. MailChimp is a smart, fun, and
affordable way to send Newsletters and run email marketing
campaigns. MailChimp is free for up to 500 email addresses
(mailchimp charges by the address not per email) and you can sign up
at www.MailChimp.com.
By entering a MailChimp username and password NetBoots can automatically

synchronize signups to your NetBoots website with MailChimp. (NOTE: You must
create a list in MailChimp for NetBoots to synchronize to). How To Sync
MailChimp with NetBoots.
2. Click on the Email Marketing Icon. Alternatively, use the Dashboard's
navigation bar by selecting Configuration --> Email Marketing.
3. Enter in your MailChimp Username and Password in the appropriate field.
4. Use the drop down titled "Sync to List" to select a Mailchimp list.
5. Click Save Configuration at the bottom of the page
6. Once the page reloads. Click the Snyc Now Button.
7. Click Save Configuration at the bottom of the page. Your NetBoots signups
will now regularly sync to your MailChimp list.
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Feeds Light (Custom Feature)

The Feeds Light Module imports RSS or Atom feeds and converts them
into blog posts or additional content types onto your NetBoots
website.
Stopping a feed
Once a feed has been started you can stop it by clicking stop. This will stop new
RSS or Atom feeds from becoming blog posts on your website. You can restart
the feed by clicking start.
Deleting a feed
Once a feed has been started you can delete the feed and all associated posts
related to that feed. To accomplish this click the Delete link. (Note: Deleting a
Feeds Lite feed will delete all blog posts created by that feed)
How to use Feeds Lite

2. Click on the Feeds Lite Icon. Alternatively, use the Dashboard's navigation
bar by selecting Configuration --> Feeds Lite.
3. Click the tab Settings in the upper right hand corner.
4. Select Feed Content Type as "Post"
5. Select Content HTML under the drop down Format for Feed Items.
6. Click Save Configuration
7. Switch the tab back to Feeds
8. Enter an internal name for the FeedsLite feed in the field titled "Source
Name"
9. Copy and paste the URL to an RSS or ATOM feed.
10.Click Save at the bottom of the page.
11.Feeds Lite will automatically convert these RSS or ATOM feed articles into
blog posts.
About the Feature Rotator (Custom Feature)

The NetBoots' Feature rotator is a custom module that rotates through
various graphics on your front page. These graphics can attract the
attention of site visitors with a cycling feature image to promote key
issues or calls to action.
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Add a Feature Graphic to the Feature Graphic Rotator

To use this feature first ask your NetBoots account representative for the
appropriate height and width for graphics on your feature rotator. Once you have
a graphic of the appropriate size then --

2. Click on the Create a Feature Icon or, alternatively, use the Dashboard's
navigation bar by selecting Publishing --> Feature --> Create a Feature.
3. Enter a name in the field "title" for internal use.
4. Select the Display mode that best fits what you are trying to accomplish
 Image-- Only shows an image
 Body-- Shows only text
 Both-- Shows an Image with Text over it
5. Click the Choose File button to select a file from your computer. Then click
Upload.
6. IF you want your feature graphic to link to a particular page then enter the
URL into URL section.
7. IF you want text then enter that text into the Body section
8. Click Save when you are done.
9. Repeat this process for each feature you want to add to your NetBoots
website.
How to Manage/Edit Feature Graphics

A list of existing feature graphics can be pulled up using the Manage/Edit
Feature function. Use this list to edit or delete feature graphics. Click on the
Manage/Edit feature icon or click on use the Dashboard's Navigation bar by
selecting Publishing-->Feature--> Manage/Edit Feature.
Feature Graphic Order/ Changing the Order of Feature Graphics

The order of feature graphics is determined by the date in which they were
created. Newer Graphics appear first where the first graphic will appear last.
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Flash Donation Tracker

The donation tracker is an upgradeable feature for the
NetBoots platform. The donation tracker displays a
monetary goal and tracks contributions towards that goal.
Additionally, the tracker will display the names and cities
of recent donors (if they opt-in to have their names
displayed). Utilize this feature to track money bombs and
invigorate donors. To place a flash donation tracker onto
your NetBoots website contact your NetBoots Account
Representative to collect the appropriate information.
Get more with Terra Eclipse

Additional Services
NetBoots offers a wide range of additional services beyond just building the
website. The NetBoots staff offers online ad creation/management, political
consulting, design of print materials, and online traffic analysis. If you need any
online consulting or services just ask your NetBoots Representative.
Terra Eclipse's Customized Website

While the NetBoots platform is extremely versatile it still remains a packaged
service and thus is limited in customization and scalability. Terra Eclipse, the
creator of NetBoots, offers full featured websites that are built from the ground
up to meet your needs. Terra Eclipse works with you on every aspect of the
website from design to specific features.
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NETBOOTS.

The NetBoots Manual--

How to Log into NetBoots --

Change your Password

How to change your Password--

2. Enter your desired password in the password field. ***

3. Renter your desired password in the confirm password field.

Reset your Password

How to reset your password--

1. If you wish to request a new password first go your NetBoots website.

Uploading an Avatar Picture

How to Upload an Avatar Picture

3. Select the desired avatar picture from your computer.

Changing your website's default email address

How to you Change your Account's email address

Add Additional Users

Custom URL and Domain Names

Pointing your Custom URL to your NetBoots website.

A Record that points to 67.23.11.172

Note* If your domain/website were previously hosted by a third party you

Multiple Custom Domains

Adding Icons to the Dashboard

How to Add Icons to the Dashboard

Removing Icons from the Dashboard

How to remove Icons from the Dashboard

Getting back to the Dashboard

The Dashboard Icons

Manage Comments -- Use this Comment Approval-- Use this

Create Post-- Use this icon to Export Contributions-- Use this

Spam: Mollom-- This icon Contribution System-- This icon

Flickr-- This icon controls Twitter-- This icon controls

Social Networks-- This icon Administer Menus-- This icon

Contact Form-- This icon Google Analytics-- Use this icon

Data Export-- Use this icon to Manage/Edit Event-- Use this

Create Feature -- Create a Manage/Edit Feature-- Edit

Create Image-- Use this icon to Manage/Edit Image-- Edit an

Manage/Edit Page-- Edit the Manage/Edit Post-- Edit the

Create Video-- Upload a video Manage/Edit Video-- Edit an

Export RSVPs-- Export RSVP's Export Tickets-- Export

The Dashboard's Navigation Bar

How To Manage/Edit a Page

About The Body Editor

Bold -- This button Italic -- This button Underline -- This

Indent Text Right -- Insert a Hyper Link -- Remove a Hyper Link

Edit an Image -- First Highlight Quotes-- HTML editor-- Edit

Word Importer-- Use Add a table-- Create Table Row

Remove a Row-- Insert a column to Insert a column right-

Remove a column-- Split Merged Cells-- Merge Cells-- Merge

Edit/Insert Page Break-- Insert a

Body Editor- Double Spacing and Single Spacing within Pages

Body Editor- Inserting Images / Attach Images to Pages

1. Click on the Attach Images button

Body Editor - Embed Videos/ Attach Videos to Pages

1. Click on the Attach Videos button

Body Editor- Attach Files To Posts

1. Click on the Attach Files button

Body Editor- Content HTML vs Filtered HTML

Advanced Page Options

 Published vs. Unpublished-- A published page is a

 URL path settings

posts display on the front-page of a NetBoots websites as well as on the blog

The Post Body Editor

Bold -- This button Italic -- This button Underline -- This