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SelectAccount Production 2

Partner Solutions Sites

New Partner Site Checklist

  • Have Mkt Carrier Program Manager or the Account Manager fill out intake questions
  • Get new MindTouch site provisioned
    • Configure variables
    • Configure classifications
    • Provision users
    • Recreate custom templates
    • Copy in HTML head
  • Build category pages
  • Prepare content for new site
    • Conditional content for any implementation quirks (e.g., no debit)
    • Conditional content for any products they won’t offer
  • Build CSS for new site
    • Add in styles to hide products this partner doesn't offer (see below)
  • Digital
  • Print
  • Create new header and footer templates
  • Get new domain added to SSL (or purchase new SSL)
  • Get additional license for Dinkytown calculators
  • Get site added to OKTA for internal user authentication
  • Coordinate DNS change with MindTouch—includes adding it to content publisher/migration tool
  • Add branding elements to site configuration page 
  • Update learning site links in member and group portals for this group
  • Set up Analytics on new site
  • Use importer to send content to the new site
  • Build/update learning paths
  • Make the site public
  • Test links

Intake Questions

When you need to request a new partner solutions learning center (internally referred to as a white-labeled site), please provide answers to the following questions:

  1. Name of partner:
  2. Group or distribution partner code from SAM:
  3. Name of learning site (typically this will be learn-name.hellofurther.com; please confirm this is acceptable):
  4. Go-live date for learning site:
  5. Further products (list all):
  6. Will they need branded mutual funds lists from Devenir? If so, HSA, VEBA, or both?
  7. Will they need the Charles Schwab site branded?
  8. Do they want our calculators
  9. URLs for the partner's web properties that we will link to (in both learning site and member portal--please list all):
  10. URLs for any tools/partner sites they would like featured for members in the member portal:
  11. Are they OK with us surfacing decision support tools (currently "Pick Your Price" and "Doctor on Demand") in the member portal?
  12. Will they have special call center hours?
  13. What will be the phone numbers for the following:
    • Member call center
    • Group call center
    • Agent call center
    • Sales
  14. What will be the email addresses for the following:
    • Sending forms
    • Group support
    • Sales email 
  15. What will be the fax number for groups? 
  16. URL for signing in to portal (if SSO):
    • For members
    • For groups
  17. Any other steps users must take to SSO into our portal (e.g., click "My Accounts")
    • For members
    • For groups
  18. Other needs (if any):

In addition to this info for content, we'll also need logo files, brand guidelines, any images they want incorporated, etc.

New Site URL 

Once the learning site URL for the new partner has been decided, we need to:

  • Update our CNAME to point to the MindTouch load balancers (work with Prasad Bonasu, Paul Eberle, and CC Brad Czaplewski.
  • Have MindTouch make the DNS switch and add the new URL/endpoint to the content migration tool

MindTouch needs 5 days' notice for adding this new URL to the migration tool.

Preparing Content

The following tools are available for configuring content for a new partner site. 

Styles to hide irrelevant products

Our guide pages are organized by tags, automatically generating lists for each tag given to any article contained within the guide. To prevent a tag list from appearing for a partner who won't find that particular tag applicable (e.g., VEBA), we add styles to the CSS file to hide those products. Copy and paste the following text into the CSS file, and then remove the styles for each product the partner is KEEPING:

/*HIDING ALL TAGS FOR PRODUCTS THEY DON'T HAVE ON THE GUIDE PAGES*/

.mt-tag-directory-listings.mt-guide-listings li.mt-listing-no-break.mt-tag-name-hra {
display: none;
}

.mt-tag-directory-listings.mt-guide-listings li.mt-listing-no-break.mt-tag-name-hsa {
display: none;
}

.mt-tag-directory-listings.mt-guide-listings li.mt-listing-no-break.mt-tag-name-fsa {
display: none;
}

.mt-tag-directory-listings.mt-guide-listings li.mt-listing-no-break.mt-tag-name-veba {
display: none;
}

.mt-tag-directory-listings.mt-guide-listings li.mt-listing-no-break.mt-tag-name-tra {
display: none;
}

.mt-tag-directory-listings.mt-guide-listings li.mt-listing-no-break.mt-tag-name-dcap {
display: none;
}

Variables

Variables are small pieces of code that act as placeholders for commonly used words and names. They allow us to update all instances of a word or name across the entire site at once. You can reference our variables here. This is important for consistency. Variables should be surrounded by double curly brackets, like this:

{{companyname}}
  • Sign in steps (in case of SSO; can direct members to sign in at one place and have to navigate to our portal)
  • Forms fax #
  • Group, agent, member phone numbers
  • Group and sales emails
  • Portal URL (in case SSO)

Conditions

We tag content with conditions to control whether it shows up in a partner learning center or the Further learning center. In order to conditionalize the content, you wrap tags around it in the HTML view.

Setting up conditions for a new partner

For each new partner site, we'll add two conditional logic options: 

  • In: The "in" condition will be named "[partner-name]-condition". It dictates that the content ONLY appears for the partner site. The logic says: "show this text only if the URL includes the partner's name."
  • Out: The "out" condition will be named "not[partner-name]-condition". It dictates that the content does NOT appear for the partner site. The logic says: "show this text if the URL does NOT include the partner's name."

If content appears for all sites, it doesn't get a condition. If you write content specifically for one partner, it gets that partner's "in" condition. If you need to hide content from a partner site, it gets that partner's "out" condition.

Code that gets applied (background info)

I’ve set up a style in the editor to make this easier, but here's how it all works in the code.

Conditions are applied to div tags, so we can only condition blocks of content (whole paragraphs) and not sentences. The code that gets applied will look like this: clipboard_ecdceb51a81afb4d16859f75861eea11d.png

Editing/troubleshooting the editor style

Here's an article on adding styles to the editor: https://success.mindtouch.com/Suppor...custom_conditional_content_groups 

When adding a new condition, place it right before/above the last closing curly bracket. You can follow the format of the existing conditions. Note that a '!' provides "NOT" logic for the condition. You will also need to add CSS styles for the new logic--these styles must be added for pro members and admin members in the CSS. 

clipboard_e886c1bec5591038407d8e6d613feb85e.png

Conditionalizing content for the new partner

When we need to prepare for a new partner site, we need to find all existing conditional content and decide what applies to this partner. We'll also need to find any other content that must be conditionalized for them (content that may not have been restricted for a previous client). To find currently conditionalized content:

  1. Go to Site tools Dashboard > Page Classification Manager
  2. Set the filters at the top of the page to:
    • Conditions: Yes
  3. Go through each article in the list and apply any of the newly created conditions for the partner as needed--you can find instructions for this below. 
  4. When you have updated a page, set the status to Ready to Publish.

Similarly, if you update a page that did not previously have any conditional content in it, set the page settings to:

  • Conditions: Yes
  • Status: Ready to Publish
Applying an editor style

When you need to conditionalize content, use the following steps:

  1. Edit the page
  2. In editing mode, put your cursor in front of the content you want to condition.
  3. In the editing toolbar, click the Styles dropdown.
  4. Select the conditional block style.
  5. Cut and paste (or select, then drag and drop) the content into the conditional block.

I’ve also styled the output of this conditioning so that as a logged in pro member, you can see what content goes where. This content will appear like normal for our members.

Nesting conditional logic

Conditions get more complicated as we add more partner-branded outputs. Rather than building out more and more logic, we will simply nest conditions. 

If content needs to be hidden for two partner sites (e.g., two carrier partners are not offering a debit card), then nest two "out" conditions, like this: 

nestednotlogic.png

If content needs to be included for two partner sites (less common), then nest two "in" conditions like this:

nestedinlogic.png

Publishing conditionalized content

When content has been prepared for the partner site, you need to publish the changes. You might end up publishing all pages for the new site at once. If you need to publish only the conditionalized content, you can find it using these steps: 

  1. Go to Site tools Dashboard > Page Classification Manager
  2. Set the filters at the top of the page to:
    • Conditions: Yes
    • Status: Ready to Publish
  3. Go through and publish each page in the list.

Notes for writing with multiple sites in mind

Some clients (CareFirst) have two debit cards. When writing about the debit card, avoid the need for subject verb number agreement (e.g., "The Further debit card lets you" --> "You can easily XYZ with the Further debit card"; Generally this will help us avoid passive language, too).

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