BBIS Automated Process For Role Refresh For Targeted Content

The focus of this guide is demonstrate the creation of a way to automate a process in BBIS to display targeted information to website users, based on an Attribute that a website visitor submitted through a BBIS profile update from.  This is done with a CRM Query and BBIS role, and allows users with this role to view certain content on a page containing Targeted Content parts. We will also be using a Profile Update Form with Attributes that your website visitors can use to opt into access to this content available only in the Targeted Content part.

In this example, we will be displaying a specialized Donation form for Building Fund Donors and a normal Donation form for everyone else. However, this approach can be adapted to a wide range of part types and uses!
 
With a Targeted Content part, you can target information or features on a web page to different users based on roles, or the individual user. For example, you may want Building Fund Donors to see a Donation form with special information designed specifically for that donor group, but you want all other users on that page to see the standard donation form with no extra Building Fund info or giving options.  You can use a Targeted Content part to attach both donation forms to the same web page. When a Building Fund donor is logged in and accesses the page, the Building Fund donation form appears. When other users access the page, the standard donation form appears.
 
The following walk-through provides an overview of you would create the Targeted Content within BBIS and CRM, including User Guide and Knowledgebase articles for additional reference: 

1. Create the donation forms and the targeted content parts.  For more information on these and other part types, see the Blackbaud Internet Solutions Parts Guide
2. Create the Attributes in CRM that will be used in BBIS for the roles and targeted content:
   1. Create Attribute in CRM:
      1. Go to Administration > Attribute categories
      2. Click Add
      3. At a minimum, enter data for the following fields as appropriate:
         1. Enter a Name
         2. Record Type of Constituent
         3. Data Type
         4. Mark the checkbox for "Allow only one per record"
      4. Click Save
   2. Refresh code tables in BBIS and enable Attribute for use on forms
   3. To enable this attribute for use in BBIS, go to Administration > Sites & Settings and select the new constituent attribute added previously and click "save"
   4. Add the Attribute to the BBIS Profile Update Form:
      1. Go to Site explorer > Forms
      2. Locate and edit your existing Profile Update Form
      3. In left hand pane, expand the Constituent attributes section
      4. Drag and drop the attribute(s) you wish to add to the form in the appropriate locate/section that meet your needs
      5. Click Save
3. Create a query in CRM targeting constituents that have this attribute, and use it to Add or Update Roles In BBIS
4. Create pages with Targeted Content
   1. Add the Building Fund Donation form from step 1 to the Targeted Content part and target to the role created in step 3
   2. Add the Standard Donation form to the Targeted Content part and target to the Everyone role
5. When users submit profile updates for Building Fund donations, Download and Process the Profile Update Transaction
6. Schedule Role Refresh in the BBIS Administration functional area, refresh it manually in Users & Security.
7. When the user next access the page created in step 4, they'll see the Building Fund form!

The workflow above will allow you to create your Attributes, which your Constituent(s) can select with a Profile Update form and that will be added to their Constituent Record. Once the attribute is on their Constituent records, the BBIS Role refresh will run to update the Roles for the BBIS User Records. The next time the Constituent logs in after the role refresh, and access the page/s with the Targeted Content part containing the donation forms, they will be able to view the targeted content. 
 
Note that there is a window of time between submission of the profile update and refreshing of the role before the targeted content will be visible.  One way to approach this would be to set up the attribute prior to the launch of the building Campaign.  For example, users could spend the month of September selecting the attribute for an October launch to the campaign.  This would allow plenty of time to collect the information to display when appropriate.
 
This is a great tool to allow your Constituents to request additional access or information from your Organization, that you can provide via Targeted content and with the use of Roles. This can be setup in an Automated way so that you can set it and forget it. The only changes that you will need to make after initial creation would be changing the parts that are targeted.