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Naylor AMS – What WYSIWYG Updates Can Do for You

October 31, 2017

 

As Naylor AMS users, we are undoubtedly familiar with the system’s customization features, which includes User-Defined Text (UDT) areas that allow an organization to create a message in certain parts of the system. Naylor, upon the request of its users, recently updated many of its UDT editors from a Rich Text Format (RTF) form to a “What You See is What You Get” (WYSIWYG) editor. Some of the most important UDT areas that were updated were on the profile pages and in various areas of the application. The RTF forms limited users to only being able to apply text in these areas, didn’t allow for much formatting, and had a character limit. WYSIWYG editors, on the other hand, allow you to use all of the functions a webpage affords you, such as text, images, buttons, links, html, etc. which creates a world of possibilities. Here’s how an organization that I worked with employed the new WYSIWYG editors and some ways you can take advantage of the system update:

 

Application Disclaimer Page: The organization had a disclaimer message that surpassed the character limit of the RTF form. With the advent of the WYSIWYG editor, we were able to create a link on the disclaimer page of the application that led to a pop-up disclaimer message. The message was housed on a webpage built in the system’s website module, had a professional look and feel to it, and resembled the process that many other websites use. Most importantly, it was able to include the entire disclaimer message hindered by the character limit of the RTF form.

 

Application Confirmation Page and Email: We utilized the application confirmation page and email to create a detailed confirmation message that included a link to an individual’s profile, instructions to receive a transaction receipt, a linked to a message from the organization’s President & CEO and outlined the benefits once more and how to take advantage of them. But the most important component of the confirmation was a message for individuals to upload their resume into the organizations’ career center (Boxwood) and a button that took them directly to the resume upload page. Being two distinct systems in the background, it was important for us to create connections that made the systems seem as one to our members (the end user.) The switch of the confirmation page and email from RTF to WYSIWYG allowed us to not only create the pivotal connection between the two systems, but also allowed us to virtually make the resume upload a part of the application process. This resulted in a huge leap in the number of resume uploads to the system.

 

Profile Page: The WYSIWYG editor allowed us to create another link to the Boxwood system where members can upload/update their resume. Placing the button on the profile page made the resume upload/update seem like part of the update process. When members accessed their account to make updates, they would see the message to update their resume prior to accessing the rest of their profile information. We also used the WYSIWYG editor on the profile page to post an advertisement to register for the conference during our conference season (we also placed an ad in the application confirmation page and email during this time).

 

What other ways have you used the new WYSIWYG editors?

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