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@leemcalilly
Created June 13, 2011 15:07
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Partner Stories

Partners should be able to notify people that they are now a partner to the CFOA and have a partner page.

As part of the partner page creation we should have it that a partner can:

  1. Upload a list of email address to send an invite to
  2. enter characteristics of users that they would like to notify (i.e. CFO with interest in tax in this geography)

This is just an idea and stream of thought. We would have to flush this out some more. This would be of value in at least three ways:

  1. Sponsor value to gain quick visibility
  2. Opportunity for referrals of new members
  3. Would encourage partners to populate their partner pages to the fullest.

Partner admins must pay for extended functionality

As a site admin, I would like to charge partners for full access to the partner page functionality.

Acceptance Criteria

  • The following pricing levels for partner pages are implemented Basic, Plus and Premium
  • Partners can upgrade their membership or sign up from scratch at partners/join
  • Site admin can upgrade any partner page to any of these pricing levels

Partners have "wall feeds" on their partner page

  • Wall feed (includes summaries of the following with links)
  • Knowledge articles created by the partner
  • Events created by the partner
  • Polls created by the partner
  • Recent activity on the site that McGladrey creates via admin activity

Tech notes:

  • Should be implemented as a separate model that is associated with each partner page.
  • We should avoid joining on to the related entities like 'knowledge article', 'event', 'poll'
  • It should use delayed_job
  • It should be paginated using infinite scroll

Partners can add external RSS feeds to their wall

As a partner admin I would like to be able to enter one RSS feeds and have summaries of all of the posts from these feeds with links to the original post appearing on my partner page wall.

Acceptance Criteria

  • Admins have a tool for adding an RSS feed to their page
  • Admins can add multiple RSS feeds with the input field but they get treated as separate feeds on the partner page wall
  • New posts appear on the partner page wall in chronological order with the other content based on when the post was imported to the site
  • New posts appear as a title and text with a link away to the original posts
  • These are truncated at 75 words
  • No images or embeds get imported html should be sanitized and only display text
  • There needs to be a legal disclaimer that says that the user acknowledges that they have the right to share the content on the page.

Tech notes:

  • It should be a cron task to read new posts on all client rss feeds and create records in the 'feeds' table.

Users can create a Basic partner page

As a user I would like to pay for a basic partnership page.

Acceptance Criteria

  • This is available to public members and up
  • Price: $999.00 annually
  • Feature Set
  • Can create a partner page
  • Can have up to 5 total admins
  • Can add a logo, title, description, and link to website
  • Can import 1 RSS blog feed
  • Can create knowledge, polls, events, and announcements

Users can create a Plus partner page

As a user I would like to pay for a plus partnership page

Acceptance Criteria

  • This is available to public members and up
  • Price: $5,000.00 annually
  • Feature Set
  • Can create a partner page
  • Can have 10 total admins
  • Can add a logo, title, description, and link to website
  • Can import multiple RSS blog feeds
  • Can create knowledge, polls, events, and announcements
  • Can add employees
  • Employees get discounted pricing on CFO Alliance memberships
  • Employee activity appears on partner page wall
  • Limited exposure as a featured sponsor on /partners (these appear 1/4 of the number of page loads as the premium partners)
  • Can view limited statistics
  • Partner page views
  • Partner page unique visits
  • Number of partner page followers (users who have added the partner page to their toolbox)

Users can create a Premium partner page

As a user I would like to pay for a premium partnership page.

Acceptance Criteria

  • This is available to public members and up
  • Price: Negotiated
  • If someone selects this ( they are interested in understanding more about Premium Partner) in the sign up process they get a message saying that their application has been submitted and they’ll be receiving an email from our business developer director
  • Feature Set
  • Can create a partner page
  • Unlimited admins
  • Can add a logo, title, description, and link to website
  • Can import multiple RSS blog feeds
  • Can create knowledge, polls, events, and announcements
  • Can add employees
  • Employee activity appears on partner page wall
  • Full exposure as a featured sponsor on /partners
  • Additional field appears on their profile page for listing “Areas of Expertiseâ€�

As a user, I would like to view partner previews on /partners via an endless scrolling feature rather than pagination

Acceptance Criteria

  • A user visits /partners and browses partner previews
  • 20 partner previews are displayed on the page, but as a I scroll down additional partners get loaded via ajax. The scrolling works just as it does on sortfolio.com
  • There is no pagination

A partner page's membership level is shown on their partner page via a badge

Acceptance Criteria

  • For paid sponsors a badge displaying their membership level should appear next to their logo

Partners can see stats about their page and content

As a partner admin I would like to be able to see stats about traffic and usage on my partner page.

Acceptance Criteria

  • Partner admins have access to a new page that displays stats about their page
  • Stats include the following
  • Partner page views
  • Partner page unique visits
  • Number of partner page followers (users who have added the partner page to their toolbox)
  • Most popular content (based on click throughs from the partner page wall)
  • Most active employees (who creates the most content or interacts with content the most)
  • Monthly brand impressions (sum total of the following):
  • page views on /partners
  • page views on /partners/partner-name
  • page views on partner content (i.e. knowledge posts, polls etc.)
  • page views of employee and partner admin profiles
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