Community Setup Questionnaire

Primary Administrator / Name:
Phone:
Email:
Additional Administrator 1
(you can add an unlimited amount of admins) / Name:
Phone:
Email:
Additional Administrator 2 / Name:
Phone:
Email:
Billing Contact / Name:
Phone:
Email:
W9 (Please provide a signed W9) /
Institution URL
Additional URLs
For Home menu links / Link 1 Title:
Link 1 URL:
Link 2 Title:
Link 2 URL:
Institution Address
Institution Phone Number
Institution Email
Group email address to appear in footer of website
Institution Social Media Property URLs
These will be links from the footer. Twitter and instagram feeds are available to display on your home page. / Facebook:
Twitter:
LinkedIn:
Google+:
Instagram:
Preferred Client “Short Name” for URL
Example: South Carolina University is SCU.
Used for subdomain in URL, i.e. scu.360alumni.com/map
If you would like to use a custom or subdomain to host our community, then please advise on the URL and connect us with your IT team. (We will need to provide you with our server IP address to point the relevant A record DNS entry to.)
Institution Logos / See notes below
Institution Color Scheme (in hex codes or RBG)
RSS Feed
Provide the XML hyperlink. This is optional and used for homepage headlines.
Closed or Open Community
Closed community requires administrators to approve access for users creating new accounts. (Those who locate and activate their record do not require approval) Open community allows users who are creating new accounts immediate full access to the community.
Mentorship feature on/off
If yes, provide title of program.
Fundraising On/Off
EMMA Access
Provide a list of administrators that should have access to the EMMA email marketing platform.
Initial Community Leaders (If applicable)
Names, emails and phone numbers for people that will manage a group, promote an event, or run a campaign.They can be students, faculty, staff, or volunteers. Examples: the football coach, the president of the class of 2005, the head of a student club, etc.
Alumni Data
(this can be sent in and imported after site setup) / Please use attached excel template.
Association Field 1 (required)
This is a required field on a user’s profile page, and is filterable within the directory and map feature. 360Alumni clients typically use this to capture their alumni affiliation with their institution (degree, program, member type, etc.) Identify the ‘label’ to be displayed for the data; as well as the underlying selectable dropdown values. A year value can also be associated with this data.
Association Field 2 (optional)
This is a 2nd field that has a dependent relationship with AF1. It will have a separate title and dropdown values. Identify the ‘label’ to be displayed for the dropdown; as well as the underlying selectable dropdown values.
Focus/Degree/Year data Locked or Open
Would you like alumni to be able to edit this information?
Custom Fields
We support unlimited custom fields for display/capture on profile. Please provide titles, and include relevant info/values to load. Custom fields can be free form text, or multi select drop down values.
Tags
Tags can be used to capture profile information. Please provide the tag title and all underlying values. Tags have the benefit of being filterable within the alumni map and directory. User’s can choose to add available tags to their profile page.
Year
Provide year label: example, Graduation year, Cohort year, or just Year. Also advise if ‘year’ value should display next to alumni/user’s name. Example: Tom Jones ‘99
Privacy Settings / Notification Defaults
If you have any specific requirements pertaining to the default settings for alumni user notifications and/or privacy settings, please advise:

LOGOS: please email us PNG logos as JPG and .GIF tend to get blurry when resized)

1)A rectangular community logo for desktop and tablet. It should be as large as possible, but with an aspect ratio (rectangular proportion) of 250:87.

2)A square community logo for mobile

Alternatively, you can send us the original artwork for your logo as a Photoshop (.psd) or Adobe Illustrator (.ai) file and we will create logos for your community.

Lastly, many of our client have branding guidelines and related documents on creating content within your institution’s brand and image. Please include any/all details that will help us here.

Questions? Call Morgan Cole at (203) 515-0757 or email

360Alumni New Client Setup Questionnaire Page 1