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A Guide to Association Settings

Learn how you can manage your contact information, update your logo, customize and enable features, and more from Association Settings.

Jenn Norman, CAE avatar
Written by Jenn Norman, CAE
Updated this week

Association Settings manage your organization's contact information, some brand elements, enable or disable select features, and set the defaults for your members' experience and interactions with your website.

In This Article:


To Access Association Settings:

  • On the backend of your site, click the gear icon (top right).

  • In the drop-down menu, under Settings, click Association Settings

  • A new window will pop up with a navigation menu of settings for your organization.

Learn more about each of the tabs below...


Alerts

  • Novi Tip: If copying/pasting verbiage into either alert, be sure to paste as text!


Association

  • Update an organization's logo, name or abbreviation, time zone, and contact information (including Address, Phone, and Fax).

  • Update or add recipients for Daily Digest emails. (Highly recommended!)

  • Add or update social media links listed in the footer and on the Contact Us page. Novi will automatically link any social media accounts listed in this section and will not display icons that do not have a link:

    Available social media platforms include:

    • Facebook

    • Twitter

    • LinkedIn

    • Instagram

    • YouTube


Transactional Emails

  • Member-to-Member Contact Form

    This option allows site users to contact members and officers via a form that appears from their profiles (such as in a directory), rather than displaying email address. Please read the Member-to-Member Contact Form article for more information.

    • Check to enable the member-to-member contact form (emails will be masked in directories). Uncheck to disable.

    • After enabling the member-to-member contact form, the ability to edit the subject line, header, and footer regions of the form will appear. Learn more.

    • Send duplicate copies of the form submissions to association staff to stay informed about any communications occurring between members.

    • Utilize the Contact Form Limit setting to limit the number of messages a user can send to other members via the contact form. The system will check a few different identification points for users to enforce this limitation.


Blog

  • Update the name, tagline, and default featured image of Blog pages.

  • The URL prefix may also be updated, but a note of caution as changes could result in broken site navigation, as well as bookmarked or saved links. If your organization is needing to update the URL, consider using 301 redirects to avoid navigation errors. *Note: Similarly, updates to the URL prefix for Membership, Events, or Ecommerce should be done with caution.


Membership

  • Change the default featured image for membership pages if the site template uses featured images. This image will display throughout the member directory pages if directory-specific images are not used.

  • Customize the Member List Stage by adding a custom field to be summed and displayed among member type summary information. Only numerical fields, like unit count, number of employees, etc., will be available as an option.

    • Select which Custom Field from the Member List Filter, which search by the values of the selected custom field in Member List View or in event Attendee Lists.

      • Note: Novi only allows one custom field as search criteria to maintain the performance of the Members List, Attendee Lists and simplify searches.

  • Update the order of names on Member List from Display Name to First Name, Last Name or Last Name, First Name

  • Includes settings for the Member Directory and Member Compass (see below).


Events

  • Update the title and default featured image of Events pages.

  • The URL prefix can be updated in this section. Note: Changes here will update the URL for your organization's Events page and could result in navigation errors for site visitors.

  • Manage the 'Add to Calendar' button settings. Choose who the button should appear for on the Event details page and registration confirmations.

  • Add a unique message that will be displayed only on event invoices.

  • Choose to display (or not display) your Event Policy (aka cancellation policy). The policy can be required at checkout so attendees can confirm they've read the policy.

    • Changing this setting is universal and will impact all events.

    • To review or update the verbiage on your organization's event policy page, go to: www.yourassociationdomain.com/event-policy

  • Allow users to register other staff for events. This is on by default, but can be turned off.

  • Default Registration Path - This lets you determine whether new events are ticket or attendee-based by default (this can changed per event).


Continuing Education

  • Customize attendee/student details on continuing education credits & reports

    • Choose to display an attendee/student's...

      • Credentials

      • Professional Title

      • Parent Name

    • Choose a student address to display on education reports

    • Select student custom fields that should appear on education reports

  • Customize instructor details on continuing education credits & reports

    • Determine if you want to display an instructor's....

      • Credentials

      • Professional Title

      • Parent Name

    • Add (or remove) instructor signatures from education reports

    • Choose an instructor address to display on education reports

    • Select instructor custom fields that should appear on education reports

  • Customize messaging at the bottom of continuing education credits & report


Ecommerce

  • Update the title, tagline, and default featured image of product pages.

  • The URL prefix may be updated from here.

    • Note: Changes here will update the URL for your organization's Ecommerce store and could result in navigation errors for site visitors.

  • Add or change the email address that receives new order notifications from your website. Note that only one email address can be entered in this field and will receive confirmation emails for all product orders in the Ecommerce section.

    • To set up notification emails for specific products, go to the Details tab of the product and enter one or more email addresses in the "Send New Order Notifications To" field.

  • Add a unique message to be displayed on all product invoices.

  • Set the notification cadence for when to alert subscription holders that auto-renewal is occurring in x days.


Static Content

Links

  • Update the Logo Target Link for clicks on your organization logo. The default is your organization's homepage. *Note: This will update throughout your website. A click on your logo from any page it is displayed on will follow this target link.

    • This is more commonly used on member portals.

Locked Content

  • To change the Restricted Page message, edit the Content Locked Page Message to replace the default text. A direct link to the Restricted Content is also provided.

    • Alternatively, the Restricted Page content can be edited on the frontend by visiting www.yourassociationdomain.com/Error/RestrictedPage and updating the text using the Page Editor toggled to Active toggle to make edits.

      • Note - the text on the Restricted Page is universal to all Restricted Page messaging.

Display Settings

  • Custom text colors can be turned on, but it is not recommended to do so. When using custom text colors, it is highly recommended that admins use an accessibility contact checker tool to test contrast levels.

  • Change the Favicon image. This must be a .ico file. To convert a .png to a favicon, try using a site like https://favicomatic.com/. The recommended size is 32x32.

  • Change the Apple Touch Icon image. Recommended size is 180x180 with square dimensions and transparent background, and a .png file type.

  • Upload new Featured Images for the Static Page Default image, Contact Us page, Home Page Sponsors section, and Default Top Featured image for static website pages.


QuickBooks

  • Manage setting to require Classes for entities linked to QuickBooks.

  • Manage Invoicing Privileges for transactions made by website visitors (including member sign-ups, product purchases, and event ticket purchases).

  • Set an alert for notifying association staff via the Daily Digest if an invoice has not been sent or printed in X number of days.

  • Determine the Default Billable Party for Events & Ecommerce (User or Parent).


Integrations

  • Add or manage your organization's Mobilize integration (if applicable).

  • Add or manage your organization's Higher Logic integration (if applicable).


  • Add third-party platform code into the "head tags" or "body script" of your website.


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