Quick Start Guide

Your MarchingOrder Assistant data collection website has been configured based on the preferences you shared in your survey responses and with your Client Success Manager.

Overview

Follow these instructions and watch the linked videos to learn how to customize your MarchingOrder Assistant data collection website and get started. Contact your Customer Success Manager with any questions.

We strongly recommend that all customizations be complete before you open the website for graduate registration.

To begin, login at https://admin.marchingorder.com

Edit Ceremony Settings

From the Dashboard click Ceremonies and then click the blue edit icon next to the ceremony you want to edit.
Confirm your basic ceremony settings. Hover over the question mark icons to see more information about each field.
Next, navigate to the Website tab and click Registration Form. We have populated stock verbiage at the top of the page, which you can leave as is, or edit if needed.
Based on your selected services, the Create your Personal Graduation Slide, Phonetic Pronunciation and SayItRight sections have been created for you.
- To make edits to any section, or question within a section, click blue edit icon.
- If you make a change, save the question, then be sure to scroll to the bottom of the page and click the Save button on the the registration form.

Edit Email Templates

From the Dashboard, click Communications and then click Manage Templates. Email templates can be edited, created and enriched with media, branding and customized information. Triggers can be added to automate emails, or they can be non-automated and sent manually from the Communication Manager.
Review the Add Graduate to Website template. This email is automatically triggered when graduates are added/imported to the website–make sure to edit this template before importing graduates.
- NOTE: Change the trigger to None to make this a non-automated template. Then, you can manually send this to your graduates after you’ve imported them into the site.
Review Graduate Submitted Form template. This confirmation email is triggered when a graduate submits the registration form.
- NOTE: MarchingOrder uses placeholders (highlighted in yellow) to pull in specific graduate data, like name or degree type, into an email. Be careful editing the language around these placeholders. If you accidentally edit a placeholder, delete it and re-insert it from the Insert Placeholders drop-down menu.
- Additional placeholders can be added to any email template by selecting one from the Placeholder drop down menu

Confirm Graduate Data Fields

This represents the data that you will be importing to the site and creates your data template. It is very important that you upload all data that is needed for:
- Display on the graduate slide (like Degrees, Majors or Honors).
- Filtering graduate slides in a virtual ceremony, (Degree, School or Department).
- Sorting slides for a slideshow video created in the final MarchingOrder Director Software
From the Dashboard, click Settings from the left navigation and then click the Graduate Data Fields menu.
- If the pre-set fields account for all items listed above, no action is needed.
- If you need to add an additional data field, click Add Field, Enter a name for the field, click an orange plus mark to add it to a specific ceremony, and click Save.

Import Graduates

Before you open your website to graduates, we recommend testing the form and emails using a test graduate. This will allow you to preview the graduate experience and make any edits before your graduating class has access to the site.
- Click Graduates from the admin homepage click Load All Graduates to find your test grad named “aaa”
- Click the blue edit icon and then click the Login as Graduate button (top-right).
- Additional test graduates can be added using the Add Graduate tool. Please note that an individual email address cannot be used for an admin account and a graduate account. If you want to add yourself as a test graduate, use a personal or alternate email address. Include AAA in the name (eg “AAA Jane Jones”) so our processing team knows to ignore this listing if you cannot delete your test grads before the processing deadline.
When you are ready to import, click Graduates, and then the Add tab.
- Under the Import from Excel/CSV column, click the Excel Template button to download your data template.
- Note: Do not edit the data headers on the importing template. This will disrupt the import and you will get an error.
Copy and paste your data directly into the template.
The fields highlighted in red are required, including Full Name.
- If your data does not contain a full name field, you can paste the following excel formula into cell E2 to populate full name:
- ```
=CLEAN(TRIM(CONCATENATE(B2," ",C2," ",D2)))
```
Once your template is ready for import, click Upload File under the Import from Excel/CSV. Select the saved Excel data template from your computer and then click Upload.
Select the applicable ceremony from the Ceremony to Import Grads to drop-down. Your data will populate below to preview before uploading.
- If you see any errors in the data, click back to graduates, correct the data in your import template, and try again.
- Click Import Graduates button to complete the process.

Add Administrators

To add additional administrators to your ceremony:
- From the dashboard click User Admin and click the green Add Administrator button on the top right of the page.
- Enter the user’s first name, last name, and email only
- Select their admin type. Most admins can be set as School Administrator, the highest level of access. Additional administrators can also be limited to specific ceremonies or read-only access