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snehal-addweb / Mortgagespeak

This repository is used for Mortgagespeak Drupal 7 Version
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Newsletter and RGA Ads Edits #55

Open roshni-addweb opened 8 years ago

roshni-addweb commented 8 years ago

Hello Greg,

A. Edits

  1. Login credentials not working. As admin, verify login credentials for user "Beata" then try to login in as Beata. Issue continues to pop up as other users. => It's working fine from our end.
  2. Redirection Upon login, all users should be redirected to "My Page". => Done. Please check on live site.

B. Questions

  1. If I create the user id's, will there newsletter be created if I use the "create newsletter" link? I'm trying to create the newsletters I do each day in the old site. This applies to the custom newsletter for "FAF". (It pulls their user id and places it in the newsletter). => Yes, it will pull user id and places it in newsletter but you need to create respective user.

  2. The old site tracked the number of press releases had locked ads assigned for user RGA. You mentioned this link is in the new site but the ad names and locations are new so how will it track it? What do you need from me or how does it know? (Location: /ads-for-pr) => Currently, In Alpha content under Tab placement "Press Releases" is selected and under "Custom Ads" any of ads(RGA Public Relations Top Ad - Press Releases, RGA Public Relations Skyscraper Ad, RGA Public Relations Small Box 1, RGA Public Relations Link Unit 2, RGA Public Relations Link Unit 3, RGA Public Relations Pop Up Tab Ad, RGA Public Relations Top Ad - White Paper, RGA Public Relations Top Ad - Blogs, RGA Public Relations Top Ad - Universal) is selected then it will displayed at "ads-for-pr" page.

    Let me know which content would you like to display at "ads-for-pr" page. If you require to add any other RGA Ads then also let me know about it.

C. Estimate My site has two types of users: clients and public users. "Clients" already have their newsletter I send each day. "Public Users" (non paying users) need a new newsletter that says simply: "Your custom news page is updated. Click "My Page" to view all tracked headlines. => 8 working hours.

roshni-addweb commented 8 years ago

Hello Greg,

  1. My site has two types of users: clients and public users. "Clients" already have their newsletter I send each day.

=> Steps to send Newsletter to Public User and Clients.

  1. When User Register they will subscribed to "Public Newsletter". Later you can change it from "http://mortgagespeak.com/admin/people/simplenews" page.
  2. Create a Newsletter change its category to "Public Newsletter" and content to "Your custom news page is updated. Click My Page to view all tracked headlines".
  3. Create another Newsletter and change its category say "Mortgage Solutions "News Intelligence""
  4. Send both Newsletter and run cron. Public User will receive "Public Newsletter" and Client will receive whatever newsletter he is subscribed to.

Note : New Newsletter Category "Public Newsletter" is already created.

gatsby8870 commented 8 years ago
  1. When I create a new user account via the Registration form, upon successful completion, it should redirect to the user's "My Page" tab. It currently redirect's to their user account. Test by creating a new user w/o picture if necessary
  2. The user profile's picture is not showing. Test with username: Ghoffman@firstam.com pw: Ghoffman@firstam.comZdfRRF
  3. For tracking the number of content items with user "RGA" banner ad (e.g. /ads-for-pr)", pull stats for "press releases" only that have the ad named "RGA Public Relations Top Ad - Press Releases" in the "Top Page" location only.
  4. I created a new user account and generated a "public newsletter" for it but it did not show the new "Public Newsletter" text but the "News Intelligence" newsletter.

Questions Is it ok if I change the name of the "Public Newsletter"? I'd prefer "Daily Newsletter" Do stats from FAF newsletter go through to Statistics page? Why for admin is my site showing the ip but for non admin it shows name?

roshni-addweb commented 8 years ago

Hello Greg,

When I create a new user account via the Registration form, upon successful completion, it should redirect to the user's "My Page" tab. It currently redirect's to their user account. Test by creating a new user w/o picture if necessary => Done.

The user profile's picture is not showing. Test with username: Ghoffman@firstam.com pw: Ghoffman@firstam.comZdfRRF => Done.

For tracking the number of content items with user "RGA" banner ad (e.g. /ads-for-pr)", pull stats for "press releases" only that have the ad named "RGA Public Relations Top Ad - Press Releases" in the "Top Page" location only. => Please check from here (http://mortgagespeak.com/rga-pr-ads).

I created a new user account and generated a "public newsletter" for it but it did not show the new "Public Newsletter" text but the "News Intelligence" newsletter. => I am assuming to have created Newsletter and after that please follow below steps:

  1. Go to http://mortgagespeak.com/node/705/edit?destination=admin/content/simplenews
  2. Here, scroll a bit and we have "Newsletter category" field, select "public newsletter" (whatever you keep i.e Daily newsletter) from dropdown.
  3. Now, you need to change the content from "Body" section. For that click on "Source" button under Body section and replace the content from attached file i.e "Daily Newsletter text". To preview again click on "Source" button Daily Newsletter text.txt

Let me know if you still face any query or any inputs for the same.

Questions Is it ok if I change the name of the "Public Newsletter"? I'd prefer "Daily Newsletter" => Yes, you can change it and here is the link to change "Name" field of "Public Newsletter" (http://mortgagespeak.com/admin/config/services/simplenews/categories/794/edit) only. Do stats from FAF newsletter go through to Statistics page? => Yes Why for admin is my site showing the ip but for non admin it shows name? => Can you please elaborate or provide me a screenshot.

saurabhd commented 8 years ago

This would be the best ticket to comment for the below edits.

Hello, please perform these edits:

-Daily Newsletter edits-

Show user first name in newsletter Update top header to as shown in image Add "Sponsor" line, text and link as shown. Notes: I updated and attached the html code but it excludes the top header work. Just use code and perform top header work

Daily.Newsletter.text.txt

--Other edits--

  1. When enabled for users with this role ("Statistics") and no statistics are found (My Page > Statistics), the green system message says "No Newsletter Assigned"; Change to "No statistics at this time")
roshni-addweb commented 8 years ago

Hello Greg,

Daily Newsletter edits => Done

Create Public Newsletter

Now you can create "Public Newsletter" from here (mortgagespeak.com/create-newsletter) If you want to create "Public Newsletter" then select "Public Newsletter" radio button on create-newsletter page and then submit.

Note : No need to change category for "Public Newsletter" as I have already implemented.

Create Client Newsletter If you want to create "Client Newsletter" then select "Client Newsletter" radio button on create-newsletter page and select user from dropdown then submit.

Other edits => Done