Admin

  • Google Analytics – Sponsor Click Tracking

    Clicks to the scrolling sponsor links on the homepage are measured with “Exit Website” events in Google Analytics. See them here within the Event Label box:https://analytics.google.com/analytics/web/#/p383912329/reports/dashboard?params=_u..nav%3Dmaui%26_r..dimension-value%3D%7B%22dimension%22:%22eventName%22,%22value%22:%22Exit%20Website%22%7D&r=events-overview&collectionId=life-cycle You can get to the same place by navigating here:ICPA GA4 > Reports > Engagement > Events > Exit Webite > Event Label Notes:

  • Service Providers – Update Listing Page

    How to add a company and link to the Service Providers page. This should be done manually by editing the Service Providers page here: https://www.icpainc.org/wp-admin/post.php?post=394&action=edit Using “Great Lakes Custom Law” as an example with link: https://greatlakescustomslaw.com/, add this to Law Firms category. From the Service Providers edit page: Scroll down to the Law Firms section […]

  • Editing the Custom Broker’s License Exam Prep Page

    We want to add a new row with the following information: Company Name: GISTnetWebsite: https://www.gistnet.com/syllabus/540.htmlEmail: staff@gitnet.comLocation: Online An entry like this should be added alphabetically based on Company name. Start by putting the cursor in the row before where you want to add a new row. Use the Table icon and insert row after You […]

  • Editing the In Memoriam Page

    Details on how to add a new entry to the In Memoriam Page: The page to edit is here:https://www.icpainc.org/wp-admin/post.php?post=39487&action=edit To maintain the formatting, it’s probably easiest to copy and paste an existing entry. Start by highlighting and copying all of the blocks of content of the top-most entry, for example: Click the left edge of […]

  • Editing Member Benefits/Discounts

    Details on how to add a new company logo and offer: – The page is edited from here: https://www.icpainc.org/wp-admin/post.php?post=41726&action=edit – You need to put the cursor inside a row and use Edit table to add a row before or after, depending on where your cursor is – You need to add an inline image in […]

  • Export All Active Users (Member Report)

    From the WordPress Dashboard sidebar, go to All Export > Manage Exports: https://www.icpainc.org/wp-admin/admin.php?page=pmxe-admin-manage. For the Active Users Export, click Run Export. Leave all options as is, click Confirm & Run Export. Wait for the export to be generated. Under Click to Download, click the XLS button.

  • Member Benefits Page – Editing

    Update the member benefits page by editing the following:https://www.icpainc.org/wp-admin/post.php?post=41726&action=edit You can see your changes here:https://www.icpainc.org/member-benefits/ offer_for_users shortcode – It’s important that the structure of the “offer_for_users” shortcode remains intact for this page to work properly. There needs to be an opening tag and a closing tag with the content in between, just like this: When […]

  • Cvent Instructions

    INSTRUCTIONS – How to Add an Additional Attendee-Booth Worker INSTRUCTIONS – How to Add Kidz Kamp Fees INSTRUCTIONS – How to Add Kidz Kamper(s) INSTRUCTIONS – How to Add Sponsorships INSTRUCTIONS – How to Add to Your Registrant Group INSTRUCTIONS – How to Modify Your Registration INSTRUCTIONS – How to Pay Your Invoice INSTRUCTIONS – […]

  • Outlook Email Client Setup

    Update 10/24/21 – Some server settings have changed. If you have an existing inbox set up in Outlook please follow the steps for Update Existing Inbox. If you are setting up a new Inbox you will need to follow the New Inbox Setup and make the following substitutions: Anywhere you see 209.48.40.194, change that to […]

  • Thunderbird Email Client Setup

    Update 10/24/21 – Some server settings have changed. If you have an existing inbox set up in Outlook please follow the steps for Update Existing Inbox. If you are setting up a new Inbox you will need to follow the New Inbox Setup and make the following substitutions: Anywhere you see 209.48.40.194, change that to […]

  • Renew Membership / Email Cross-check

    The new membership renewal page requires an email cross-check in order to proceed to the payment process: http://www.icpainc.org/renew-membership/ Users that wish to renew must input their email in order to proceed. If the email is one recognized by the system (within the WordPress database) a success message will be displayed. If not the user will get an […]

  • Pay By Check Automation

    For users that pay by check, when a check is received for that user, instead of manually updating their profile, a “Click When Paid” button can be used to automate the whole process. To use this new feature, login to http://adminicpa.conferencetime.com, then click Email Invoice to Check Registrations. Each user will have a “Paid Status” column. This […]