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| First Contact | |
| When you first contact us, we’ll answer any questions you may have. If you’re interested in working with us, we’ll then ask you a few questions about your community to get a sense of your needs. |
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| A Brief Questionnaire | |
| Once you become a customer, we’ll send you a brief questionnaire asking you about the legal name of your community, its common name, its physical (and mappable) address, your property manager’s name and contact information, and your community’s domain name if there is one. There will be room to briefly describe your property, its amenities, the staff, and any special services that may be available to residents; and you’ll be asked to attach photos of your community if you have any and want to use them. |
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| Domain Name Acquisition | |
| If your community doesn’t have a domain name, we’ll help you get one. Once we find one you like, you can choose to purchase it and, later, pay for renewals; or we can purchase and manage the domain for you, with our written assurance that we’ll transfer it back to you at no charge (except for any transfer fees required by your registrar), should you ever choose to cancel our service.
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| Training | |
| Once we receive your completed questionnaire, we’ll activate your new Website and pre-populate it with some content. Some of this content, such as your local utilities and business venues, we’ll take from what you provided in your questionnaire. We can also take content from your existing site, if there is one, or from the developer’s site if it’s still up. Next, we’ll schedule a 30 to 60-minute phone call to train you on the content management system. We’ll show you how to upload your own content; how to edit permissions for modules, folders, documents and photos; how to use the Newsboard, and more. If you’ve requested e-mail accounts for board members and property staff, we’ll review how you’ll work with e-mail, as well. |
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| Uploading Content | |
| Once you know how to use the system, you’ll want to upload all your legal and non-changing informational documents such as your CC&Rs or Rules & Regulations, as well as your current and past meeting minutes and newsletters. Don’t worry if you don’t yet have this content in digital form. Just mail us the hard copy. We’ll scan, convert and upload it for you in PDF format at no extra charge. If you have other documents that need to be converted, we’ll handle those for a nominal charge. |
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| Design | |
| While you’re working on uploading content, we’ll be custom-designing your Website. If you sent us photos of your community earlier, we’ll work with those. If you don’t have photos, or don’t want to display your actual property on the site, we’ll speak with you about options, such as using stock photography or graphic art. Once we have a design ready, we’ll review it with you. If you want us to make any changes—update the logo, change the color scheme, or use a different photo, for instance—you’ll let us know then. We’ll make the requested changes, and also upload hyperlinks to your local utilities and vendors, any custom folders, your Website terms of use, and any other items that require programming from our end. |
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| Announcing your Site | |
| Just before you launch, you may want a little help with announcing the Website to your community. Just let us know if you do. We’ll customize announcement materials for you that you can either print out and distribute, or send by e-mail. If you like, we’ll also talk about ordering customizable items like refrigerator magnets that remind members of the new URL. |
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| Follow Up | |
| If necessary, following launch we’ll stay in touch with you by phone or e-mail or both until you become fully acclimated to the system. We’ll also monitor activity on your new Website (through RSS feeds) and call you if we see that you’re doing something incorrectly or not taking advantage of certain basic features. Most likely, it will be smooth sailing from there on out; but if there is anything you need at any time, just let us know. We’re only a phone call or e-mail away, and we’ll love hearing from you. |
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