Learning Something New

You are stepping into an entirely new technology platform here with Cause Machine and like all new tools, it take a while to learn your way around.  Our team has worked diligently to build navigation menus and structure to remain intuitive and simple.  Let's spend some time unpacking the administrator navigation menu.  You will find this in the backend of your profile and all items are stacked to the left of the page.  Essentially the left navigation items are also what we call modules.


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Here's a cheat sheet for what you're going to find inside of each of these core areas.

  • Dashboards- Quick insights into your community
    • Personal Dashboard - your personal profile dashboard
    • Community Dashboard - insights into your community 
    • Analytics Dashboard - insights from Google Analytics and member activity
    • Members Dashboard - insights into your memberships and trends
  • Members- management tools for your members, memberships, and subscriptions
    • Member Directory - searchable directory of your individual members
    • Organization Directory - searchable directory of your organization members
    • Emails Sender - email tool to dispatch communications to your tribe
    • Memberships - configure membership tiers, individual custom questions, registration fields, subscription management, coupons, and notifications 
    • Settings - configure security settings and organization profile settings
  • Page Builder- design your site map, custom pages, and lead generators
    • Pages & Menu - build and manage your site map, create new pages, manage current pages
    • Lead Generators - build and review lead generators, lead generator insights
  • Content- manage and post community content
    • Content Directory - view your content library and manage items
    • Podcast - manage your podcast and view podcasts analytics 
    • Social Sharing - configure Facebook and Twitter to auto batch notices when you post new content
    • Settings - manage who can upload content, content recommendation settings, exclusive content settings, and blog settings
  • Groups- manage the groups connecting within your community
    • Groups Directory - listed groups within your community and core stats
    • Settings - manage who can create groups, group leader contact settings, group discussion settings, and group map settings 
  • Events- manage your online or in-person events
    • Event List - view all current and archived events, clone events, and view quick stats
    • Volunteering - manage volunteer settings for your events
    • Settings - manage event settings
  • E-Course- host community e-course
    • Course List - view, manage, and create courses for your community 
  • Stories- manage community member stories
    • Story List - view and review all community stories
    • Settings - configure who can share stories and if approvals are required
  • E-Commerce- manage your online digital product store
    • Dashboard - financial dashboard for store purchases
    • Products - view and manage all digital products
    • Order - review and mange all product orders
    • Coupons - manage coupons for your products 
  • Jobs- manage your community job board
    • Job List - view all jobs posted in your community 
    • Applicants - directory of individuals who have applied for a job in your community
    • Pricing Options - set your pricing tiers for others to post jobs in your community
  • Organizations - view and manage your organization memberships
  • Financial- manage all financial resources and history
    • Payments - view a log of all payments within your community (all sources)
    • Donations - view single and ongoing donations to your community
  • Settings- various settings for configuring your community
    • General - your community name and overview
    • Design - configuring logos, images, colors, and fonts
    • Categories - configuring community specific tags
    • Domains - setting up your custom domain for your community
    • Admins - managing the admins of your community and their permissions
    • Advanced - editing header and footer injection code, uploading custom community terms and conditions, and managing vanity URLs
    • Integrations - managing integrations with Google Analytics, MailChimp, and Zapier along with other API and Webhook information