FuquaConnect - sites.duke.edu

PowerPoint Presentationstructure • Master events calendar • Mobile app • Explore view vs.
Manage view • Getting to Manage view • User tools
FuquaConnect administrative tools
Documents & Forms)
Club Websites
How to get help
• Campus Labs Help Desk • Created by FuquaConnect developer • Help articles & video guides, live chat, call
• Fuqua411 – FuquaConnect Resources • Fuqua-specific guides: Event Guide &
Messaging Guide • Links to Campus Labs-developed resources
on managing your roster, uploading documents, creating forms, and more!
• [email protected] • Listserv with key Fuqua staff & students
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EMBA student organizations
Everyone at Fuqua has a FuquaConnect account (login with NetID and password)
Students can request a FuquaConnect account for their partner (instructions on the Fuqua411)
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• Can filter/limit by dates
• Can filter by category (e.g. Open to: Daytime, Social, etc.)
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Store or Google Play • Select FuquaConnect when
prompted to select your campus
• Click the red Sign in button at the top and login with your NetID and password
• Browse organizations, RSVP and add events directly to your calendar on your mobile device
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Explore view What regular & public users
see when they visit your page
Manage view Back-end side where users with admin privileges can
create content
Pro tip: Action Center in the URL means you are in the Manage view. Make sure any publicly shared links are the Explore view, not the manage view link, so others can actually access them.
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#1
#2
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(under Account) • Update your notification
settings (under Account) • Review your pending
and/or submitted form submissions (under Submissions)
• Access any reports you downloaded (e.g. event RSVPs, membership rosters, etc.) (under Downloads)
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FuquaConnect administrative tools
Upload a PDF, PPT, or PNG image of your cabinet
Explore view
Updating your organization’s profile
• Go to Manage View, expand menu and click About
• Update all applicable items then click the blue Update button on the bottom
• Email connect- [email protected]. edu if you need to change your Official Name
Profile Roster Messaging Events News Other ToolsReturn to TOC
Explore view
Pro tip: Doesn’t this look nicer with photos? Add a profile photo on FuquaConnect and encourage your cabinet members to do it too.
A contact card appears if a user clicks on a specific member of your Roster
Managing your Roster
Roster: Primary Contact • Can be anyone
in organization, but typically is a co-president or communications rep
• Receives messages from Contact button
• Only 1 primary contact, but can set up other Positions to receive messages too (How to here)
To edit & select new Primary Contact
Visible to ANYONE in the world who visits your FuquaConnect page
Roster: Positions overview
• Using Positions for 2 purposes: • Classifying users (e.g. Daytime 2021, Daytime 2022,
Faculty/Staff) this position is automatically managed and updates overnight each time a new user joins your organization
• Granting administrative access to users based on their cabinet role or position this can be managed by anyone in your organization with administrative access
Roster: Managing Positions • Click
Click to create a new Position
Click to edit permissions for an existing Position
Some Positions were created administratively and put in all
club Rosters. Others are custom to your organization.
Roster: Managing Positions • Officer is the default term
for any Position that should have administrative permissions to your organization
• Member is for any Position that does not have any default administrative permissions (e.g. specific class years, faculty/staff, etc.)
• The Cabinet Member position has all administrative permissions, but does not appear on your public roster
Roster: Managing Positions
Check this box if you want users in this Position to show on your public roster
Check this box if you want users in this Position to also receive the contact form messages/emails
Roster: Assigning Positions
Check the box next to the desired Position and click Save
Roster: Exporting your roster • Triggers a
download of your Roster & user emails (go to Downloads under your user icon or click the link in the green pop-up)
• Users will be listed multiple times on your Roster based on their Positions (Member, Daytime 2022, Co- President, etc.)
• Set up a filter on the Positions column to remove duplicates
Messaging tool • Access through the
Roster • Sends an email to
club users; sender is the name of your organization in FuquaConnect
• Some clubs use this tool to send their newsletter and/or send event invitations
• Step-by-step guide for using this tool is available on the Fuqua411
months out – especially for large events (50+ attendees) • Insight/awareness for attendees and event planners • Creates master view into upcoming events to assist with de-
conflicting events • If details are still TBD, set the RSVP option to “No One”
until you are ready to actively start promoting the event • Share event links in FTW, club newsletters, Slack, etc.
Creating Events Step-by-step guide for: • Creating events • Editing/updating events • Sending event
invitations • Managing RSVPs and
Event attendance tracking • For COVID-19 contact
tracing purposes, tracking attendance at in-person events and saving it for 30 days after the event is required (until further notice)
• Tracking attendance is also helpful when it comes time to verify your active membership during elections
• The MBAA bylaws define an “active member” as a first year who has attended at least 2 events
• FuquaConnect provides several options for tracking attendance, but the easiest is the attendance URL
Profile Roster Messaging Events News Other Tools
This link becomes active AFTER the event start time & can be shared with attendees up to 72 hours after an event to
automatically record them as “attended”.
Pro tip: make this URL a TinyURL, Bit.ly, or QR code to share more easily • TinyURL generator: https://tinyurl.com/app • Bit.ly generator: https://bitly.com/ • QR code generator: https://www.the-qrcode-generator.com/
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an email with a link to the event in FC
• Insert a link in an email, newsletter, using the Messaging tool, or in Slack
Profile Roster Messaging Events News Other Tools
Provide both the link to the event and this link in an email or FuquaConnect
message. When someone clicks this link, it will automatically trigger a download
of a calendar invite.
News tool • From Manage view, expand
menu and click News • Most clubs don’t use this tool for
newsletters • Helpful for something you want
to stay active on your FuquaConnect page for awhile and have a URL to share (e.g. an announcement and a link to your cabinet application, example)
• Step-by-step guide for using this tool is available on the Fuqua411
• BONUS: there are also best practices/tips on using an external tool for your club’s newsletter (MailChimp) in this guide!
view, expand menu and click Gallery
• Create albums of photos or videos
• Displays at the top of your profile
• Guide on CampusLabs support
expand menu and click Documents
• Tool for archiving and file sharing for your club
• Pay attention to visibility settings on files and folders
• Guide on CampusLabs support
to a specific document:
Other tools: Forms • From Manage view,
expand menu and click Forms
• Good option for simple surveys (e.g. cabinet applications)
• Option for approval process & tracking
• Guides on CampusLabs support
Club Websites
Best practices for club websites • REQUIRED for professional & diversity clubs (optional for
activity clubs • SEPARATE from your FuquaConnect page • Primarily used for external audiences like prospective or
admitted students, alumni, or corporate sponsors • Sites@Duke is the recommended platform and most club
websites are already using it • More administrative support and continuity if you use Sites@Duke (i.e.
Sara Wakefield is back-up admin on most, if not all, club sites created via Sites@Duke)
• MUST pass off administrative privileges to new leadership • Outdated club website info makes Fuqua look bad to
prospective/admitted students!
/ FAQs • Contact Us page
page • Sponsors page • Alumni page
More details and inspiration pages on the Fuqua411 Return to TOC
https://sites.duke.edu/help/
2 ways to get to manage view
Bonus: FuquaConnect user tools
Your organization’s Roster
Club website content