mobileapp - amazon s3 · mobileapp...

Mobile AppLast Updated Sep 02, 2020

ClubExpress was developed and is maintained by:Gembrook Systems, LLC

1051 Perimeter Drive, Suite 350Schaumburg, IL 60173Phone: (847) 255-0210Fax: (847) 221-8046

Email: [email protected]

Important Copyright Notice

Thismanual is© Copyright, 2004-2019, GembrookSystems, LLC – AllRightsReserved.

Thismanual is intended for use by club and association administrators andmembersof clubsand associations that are currently signed up to use

the ClubExpress service, to help themmaximize their use of and benefit from the ClubExpressplatform. It is also intended for use by club and

association officerswho are evaluating the platform asa potential solution for their membership, website and communicationsneeds.

Anyother use is a violation of GembrookSystemscopyright. No part of thisworkmaybe stored, reproduced or transmitted, in whole or in part, in

any form or byanymeans, electronic or mechanical, including photocopying, recording or byany information storage or retrieval system, except

for the intended use described above.

Specifically, thismanualmaynot be used aspart of an effort to disassemble, deconstruct or reverse-engineer the ClubExpressplatform for any

purpose, including but not limited to, creating a competing product. Any such use will be vigorously prosecuted to the fullest extent of the law.

If you have downloaded or received copiesof thismanual for the intended use described above, and your organization stopsusing the ClubEx-

pressplatform or decidesnot to sign up for ClubExpress, you agree that you willmake reasonable efforts to delete or destroy these copies.

1

Table of Contents

Mobile App 1

Table of Contents 2

Mobile App 3

Logging In 3

HomeScreen 4

Selecting a Channel 6

Meets 7

Meets on a Desktop 10

Chat 12

Chat on a Desktop 14

Directory 16

Events 18

Polls 20

Mobile App - Detailed Information 21

2 Copyright 2004-2020– Gembrook Systems, LLC – All Rights Reserved

Mobile App

If your organization has done so, they will let you know that the app is available. Go to the ClubExpress section of the Apple

AppStore or Google Play (for Android devices) and search for your club or association name.

The mobile app is based around “channels”, which can be created in many different ways. Your club or association can define

asmany channels as it needs. You will only see the channels that you have access to.

The mobile app provides five special functions for each channel:

l Meets, allowing you to connect with channel members nearby

l Chat, a live chat function

l Channel Directory

l Channel Events, including the ability to create your own QuickEvents

l Channel Polls, including the ability to create your own Polls

The Meets and Chat functionsmay also be available on your website, outside the mobile app.

Logging In

Tap the app to open it. You will see a splash screen and then the login screen.

Mobile App


Enter the same username and password that you use on the main website. You can also tap theRemember me on this

device option so that the system will automatically log you in each time you open the app.

If you don’t remember your username and or password, tap the Forgot My Username/Password option, enter your name and

email address and the system will send you new temporary credentials, which you will change as soon as you login.

Home Screen

The app will next display a mobile version of home screen from your club’s or association’s website.

Mobile App


Across the top of the screen are icons to perform the following functions:

Icon Description

Return to the home screen.

Display the menu from your club or association website. This option allows you to navigate to other pages on the

website.

Display a drop-downmenu allowing you to view the Terms of Use, Privacy Policy, and About screens.

Display a drop-downmenu allowing you to access your Profile screen, download virtual membership cards (if

this option has been enabled) or logout.

Display a help screen for your current function.

Icons - Top

Mobile App


Along the bottom of the screen are the special “Channel-based” functions for the mobile app. Each of these functions is

described in special sections below.

Icon Description

Select aChannel to use for the other functions along the bottom of the screen.

Display a map showing other members of the current channel who are interested inmeeting each other.

View aDirectory of other channel members.

Chatwith other channel members.

View and create QuickEvents specifically for your channel members.

Create and respond to quickPolls specifically for your channel members.

Icons - Bottom

Selecting a Channel

The mobile app is built around channels, created by your club or association to collect members with similar interests, func-

tions, member types or locations. Channels can be created based on the following criteria:

l All Active Members. Everyone will be a member of this channel.l Member Opt-In. You can choose to join or leave this channel at any time.l Admin Defined. An administrator has added you to this channel.l Interest Members. You will have been added to this channel because you joined an interest group on the website.l Committee Members. You will have been added to this channel because you are a member of a committee such as

the Board of Directors.

l Member Type. You will have been added to this channel because you have a specific member type (such as Indi-

vidual, Family, Senior, etc.)

Mobile App


l Subgroup. You will have been added to this channel because you are a member of a chapter, district, or region

defined by your club or association.

l Answer to an Additional Member Data Question. You have been added to this channel because you selected or

entered a specific answer to an additional member data question (select list, checkbox, or radio button questions only.)

A club or association can have asmany channels as it wants, even multiple channels of a specific type from the above list.)

Members will only see channels that they are a member of.

Tap the Channel icon to see a popup list of your channels. Tap any channel and the remaining functions across the bottom of

the app will now be limited to that channel.

You will see a small message at the bottom of the screen to confirm your channel selection; this message will fade after a

couple of seconds. If you are viewing an app page that uses channels, the page will refresh to reflect the new channel. On any

other page, nothing will happen (except the message.) When you later go to a page that uses channels, the most recently

selected channel will be active.

By selecting Profile – Mobile Apps – Channel Memberships, members can choose to be a part of any channel that is

available to them.

Example: Youmay have been added to a channel based on your member type = “Family”, but you can choose to hideor show this channel from your active channel list on your mobile device using the above screen, which is availableeither through themobile app or the website.

Meets

Meets is a powerful function that uses the geolocation features of your smartphone or computer to help you meet other chan-

nel members. Your participation in Meets is entirely optional; if you are concerned about privacy, simply don’t make yourself

visible. But if you’re in a time and place where you’re open to meeting other channel members, you can make yourself visible

for a specified period of time.

When you first select this option, you will see the following screen:

Mobile App


Specify for how long you want to be visible on the Meetsmap. Once this time is up, you will no longer be shown. You can con-

figure visibility up to 24 hours.

Specify the range where other channel members will be shown on your map.

Specify a statusmessage to be shown to other members when they tap your icon on the map.

When you tapUpdate my position, the Meetsmap will be refreshed to show your position and any other channel members

within the defined radius who have also agreed to make themselves visible to channel members.

Mobile App


When you tap another channel member’s icon, you will see a small popup window showing the following information:

l Name

l Handle

l Avatar (picture or initials)

l The StatusMessage they have chosen to share

l Email Address (tapping it opens an email window to send them an email)

l Mobile Phone no. (tapping it opens a device popup menu where you can choose whether to send them a text or

call them.)

Meets Options

Two controls are available in the top left corner.

Mobile App


Click the left icon to toggle between Visible and Not Visible. It shows the status you want to change to, the opposite of your

current status.

Click the right icon to see a drop-downmenu with options to refresh themap and update your current position (if you’re mov-

ing!)When you select Update Position, the following dialog is displayed:

Specify how long you want yourself to be visible. Also specify the default radius within which other channel members will

be shown.

You can enter a short status message that will be shown to other channel members when they click or tap your icon on the

map.

Click Update my position to refresh themapwith the new parameters. By clicking the button, you agree to be shown on

themap and have other users see your location.

Meets on a Desktop

Mobile App


Similarly, if your club or association has enabled the mobile app, and if you have downloaded the app and actually logged in, a

Meets option may appear on your organization’s website. This option mimics a function from the mobile app on the website,

allowing you to participate in these club activities from a computer.

When you select this option you will see a screen similar to the following (but hopefully with manymore visible icons!):

Meets allowsmembers to meet other members who belong the same channel, who are within a defined distance, and who are

interested in meeting other channel members. Using a Google Map, it will showmembers within that distance who have opted

to make themselves visible to other channel members.

Meets Options

Two controls are available in the top left corner.

Click the left icon to toggle between Visible and Not Visible. It shows the status you want to change to (the opposite of your

current status.)

Click the right icon to see a drop-downmenu with options to refresh themap and update your current position (if you’re mov-

ing!)When you select Update Position, the ConfiguringMeets screen is displayed.

Mobile App


Chat

Tap the Chat icon to open a live chat function, similar to the chat functions provided by Facebook, WhatsApp, Slack, and other

popular platforms.

Chat displays a sequence of messages posted by channel members. The most recent 20 messages are displayed, with the

newest message at the bottom of the list, immediately above the newmessage box. Swipe down to bring older messages into

view. At the top of the list is a button to view the next 20 messages and this process can continue until the complete list of mes-

sages since the channel was created has been loaded.

Each message is shown with the member’s avatar or initials, their name, and the date and time when the message was pos-

ted. If an image was uploaded with the message, it is shown above the message text.

Mobile App


A Like icon appears below each message. Tap the icon to record that you like it; tap it again to remove your like (you

can only vote once!) The system will retain a count of likes and you can also tap the number to see a list of members who

liked a specific post.

Standard Edit andDelete icons appear for messages you have posted, allowing you to modify or remove these

messages. (They also appear on everymessage for members with admin rights in the Chat module.)

Entering a New Message

Enter your message text (up to 500 characters) in the box provided. There is no formatting but the system will recognize

the [Enter] key to start a new line or paragraph break. Tap theSend icon to post your message to the chat, where it will

immediately appear for any other member currently in the chat session.

Tap theMenu icon to view a popupmenu with the following additional functions:

l Select Image from your device. You will see a popupmenu asking if you want to take a photo immediately or

choose an existing photo from your library. One photo can be added to amessage, or removed before sending if you

made amistake.

l Insert Link to Event. You will see a popup list of events in your Channel. Select one to add a link to this event in

your chat message.

l Insert Link to Poll. You will see a popup list of polls in your Channel. Select one to add link to this poll in your chat

message.

Session Expiration

After one hour of inactivity on the Chat windows, the app will display a small message asking if you want to continue the

session. If you respond, you will get another hour. If you don’t respond within 2minutes, the chat session will end.

Chat Notifications

Chat notifications are sent to members of a channel where:

l themember is active (or a trial member)

l the channel is set to active for themember (not hidden or banned)

l themember has requested notifications

l themember has visited the chat page on the app at least once in the past 30 days

Mobile App


The notification process runs every few minutes on the chat server. If any messages have been received in a channel, mem-

bers of that channel receive the following notification:

New messages have been posted in the <name> channel.

Thesemessages are handled a little differently depending on the status of the app on your device:

l If the app is in the background (not visible) the notification will appear on the device's notification area;

l If the app is not in memory at all, it will get loaded, and then the notification will appear on the device's notification

area;

l If the app is in the foreground (you are looking at it), themessage will be displayed within the app - a little popup will

slide down, and then disappear after a few seconds;

l If you are currently chatting on the same channel that the notification pertains to, nothing is displayed (you can

already see that new messages have been posted.)

Tapping on the notification takes you to the chat page with the proper channel selected. Note that this does not change your

“current channel”.

Example: Say you are viewing channel 'A' on the directory. You see a chat notification for channel 'B'. You tap it, andsee chat messages for channel 'B'. You then tap the directory button, and you are back to channel 'A'.

Multiple notifications from the same channel will be handled differently:

l OnAndroid devices, only the latest message for a channel will be displayed - older ones will be replaced when new

ones are received.

l OnApple devices, all messages for a channel are displayed, even if the same channel has sent multiple messages.

Chat on a Desktop

If your club or association has enabled the mobile app, and if you have downloaded the app and actually logged in, a Chat

option may appear on your organization’s website. This option mimics a function from the mobile app on the website, allowing

you to participate in these club activities from a computer.

When you select this option you will see a screen similar to the following:

Mobile App


On the left is a list of channels that you belong to. Select a channel from the list and the most recent 20 chat messages from

that channel appear. When you scroll through this list, you can click a button to load the next 20 messages, etc. Within a chan-

nel, a chat is a single thread of messages.

Each message is shown with the member’s avatar/initials and handle, as well as the date and time that the message was pos-

ted. The message may include a single photo or image, as well as links channel events, polls, or external websites (for

example, a Facebook post.)

Click the Like icon to like this message. Members can also click the count of likes to see who else liked the message.

At the bottom is a text box to enter a new chat message. Enter the text and click the Send icon to send the message. You can

also click the Select Image option to upload an image from their local computer and add it to the chat message. There is no

formatting but members can easily add emojis to their messages.

Admin Functions

For users with administrator or module coordinator rights to the Chat function, two icons appear to the right of each chat

message:

Click theEdit (pencil) icon tomodify themessage. You will see the following dialog:

Mobile App


You can edit themessage text in the top section, perhaps to remove offensive or incorrect statements.

If an image was added to themessage, you have the option of keeping the existing image, removing it, or replacing it with

something else. When you select theReplace Image option, an icon appears, allowing you to select another image from

your local hard disk.

Click Save to save your changes and return to the Chat panel, orCancel to close this window without saving.

There is also aDelete icon to remove amessage completely. You will be prompted to confirm this action. Note that for

archival and legal reasons, messages are not actually deleted. Rather, they are flagged as deleted so that they are never

shown, but retained in the database.

Directory

Tap the Directory icon to see a list of channel members.

Mobile App


Tap the photo or silhouette (if no photo was uploaded) to see a popup window showing more information about that channel

member:

Tap theMore Info button to see the full bio page:

Mobile App


Tap the Directory icon to return to the channel directory.

The directory also includes a Search function. Tap the magnifying glass icon in the top right corner to display a popup panel

allowing you to search in a number of different ways.

Note: The Channel Directory will respect amember’s visibility settings, defined on their Profile screen. If you choosenot to show your email address or mobile phone, they will not be shown to other channel members.

Events

Tap the Events icon to see events created for and linked to the current channel. You will see a month list view of events sim-

ilar to the following

Mobile App


This is not the full calendar for your club or association. Rather, it is a list of events linked to the current channel. Some of

these eventsmay have been created by channel members. You can use the arrow keys on either side of the month title to

move forward or backward one month at a time.

Tap the event date or the eyeball icon to see details for that event and to register for it.

Tap the Add to Calendar icon to add the event to your device’s calendar.

Tap the Options bar in the top right corner to add a QuickEvent, search through events (within the current channel), or

view the legend (which describes the color assigned to each category of events.)

AddQuickEvent

When you tapAdd QuickEvent, the Create QuickEvent screen is displayed. It allows you to specify the properties of a

quick event, including:

Mobile App


l Title

l Short Description

l Category

l Date and time of the event

l Whether registration is available, optional, or required

l Themaximum number of guests amember can bring

l The event location, including phone and website if necessary

TheQuickEvent is created as a channel event, open only to members of the channel.

Polls

Tap the Polls icon to view and respond to channel polls.

If more than one poll is active, you will see a list of polls. If only one poll is active, it is immediately displayed and you can

respond to it. If no polls are active, a message will be displayed.

Once you respond to a poll, the results are immediately displayed.

Add Poll

Tap theAdd Poll button in the top right corner to create a new channel poll. You will be prompted for a poll title and question

Mobile App


and then a list of possible responses that will be treated as radio buttons (only one can be selected by each respondent.)

Mobile App - Detailed Information

ClubExpress offers a mobile app for your club or association. This is not a “ClubExpress” app where every organization uses

the same app. Rather, it’s an app built especially for each club or association that requests it.

The app needs to be built and deployed to the Apple Store and Google Play before members can download it. Once members

have logged into the app, new options appear on their Profile screen to update app preferences and channel memberships.

Some channel functions such as Chat and Meets can also be accessed from the website.

Activation: The one-time fee to activate themobile app for your website is $200.

The app may be free or may have a $2.00 charge to download it (based on your club’s or association’s preference.)

Mobile App


mobileapp - amazon s3 · mobileapp...

Documents