Skip to main contentStandard Operating Procedure (SOP) for Managing the Admin Dashboard Backend System for Salawat Site
Overview
This SOP outlines how to effectively use the admin backend system for the Salawat Site. The dashboard, accessible at admin.celebratemercy.com, facilitates data management, campaign settings, branding updates, and analytics monitoring.
Scope
This SOP is intended for administrators and team members managing pledges, donations, campaigns, organizations, branding, and settings for the Salawat Site.
Responsibilities
- Administrators: Oversee dashboard management, update campaigns, and ensure data accuracy.
- Team Members: Make necessary updates to pledges, donations, and branding configurations.
Requirements
- Access to Admin Dashboard.
- Credentials provided in the login database.
- Understanding of platform features (e.g., Clerk for user authentication).
Process
1. Accessing the Admin Dashboard
- Navigate to admin.celebratemercy.com.
- Log in using credentials stored in the login database.
2. Key Dashboard Features
2.1 Analytics Overview
- View analytics including:
- Total pledges.
- Unique emails.
- Countries.
- Organizations.
- Total donations.
- Use the Daily Charts tab to analyze trends:
- Filter by date range for pledges or donations.
2.2 Recent Data
- Access:
- Recently added countries.
- Recent pledges.
- Edit or update these entries directly.
3. Managing Pledges
- Navigate to the Pledges tab.
- Use filters to sort data:
- Filter by email, country, source, or date.
- Adjust the number of rows displayed.
- Perform actions:
- Edit pledge details.
- Delete a pledge if necessary.
- Export data as a CSV:
- Apply filters for specific data or export all pledges.
- To add a new pledge:
- Click New Pledge.
- Fill in details (e.g., Name, Amount Pledged, Email, Country, Source, Date).
- Submit to save.
4. Managing Organizations
- Access the Organizations tab.
- View and manage existing organizations:
- Name, logo (stored in the database), URL, and source.
- Copy and share organization referral links.
- Add a new organization:
- Input the name, referral link, and photo URL.
- Ensure file design is correct for logos.
5. Managing Donations
- Navigate to the Donations tab.
- View donation details:
- Name, email, amount, currency, date, and associated fees.
- Export donation data:
- Use the Export to CSV option to download all data.
- No need to access Stripe for this information.
6. Configuring Settings
6.1 General Settings
- Adjust system limits:
- Pledges per email or IP per day.
- Silhouettes per email.
- Update sponsor names:
- Change names displayed on the front end.
6.2 Campaign Settings
- Create a new campaign:
- Input campaign name, start, and end dates.
- Set the campaign as active to zero out old data and start fresh.
- Deleting a campaign:
- Type “delete” to confirm deletion.
6.3 Branding Settings
- Update branding components:
- Adjust color schemes using RGB or hex codes.
- Update typography (e.g., heading and body fonts).
- Preview changes and save to apply updates to the website in real-time.
6.4 Pledge Settings
- Add or deactivate pledge options directly from the system.
- Real-time updates are applied to the form.
6.5 Donation Settings
- Configure custom donation amounts without accessing Stripe.
- Enable multi-donation functionality.
6.6 Country Settings
- Update country names for accurate display:
- Correct duplicate or incorrect names caused by IP geolocation.
- Changes reflect on the front end automatically.
7. Best Practices
- Regularly review analytics and reports to monitor system health.
- Keep campaign data organized by setting appropriate start and end dates.
- Maintain branding consistency by updating colors and typography for new campaigns.
- Use CSV exports for data backups and analysis.
References
