PolicyTracker is the website for regulatory professionals in Europe's spectrum management and telecoms sectors. It keeps you up to date with policy developments and consultations as they happen and provides the information to influence the outcome. PolicyTracker is the only newsletter devoted exclusively to spectrum management and policy. This is a newsletter that covers the regulation of spectrum and telecoms.
PolicyTracker organizes training events on all aspects of spectrum management, from specific issues to general courses covering the latest developments in the field.
The new Plone-based website for Policy Tracker appeared as a result of design, development and content management work, carried out by the Quintagroup company. The process of a new site creation included both website look and site internal structure development.
Policy Tracker website has existed for quite a while looking in a different design. It was well visible by Google search engine, so the challenge was to remain the site's weigh for Google on a hight level.
The process of creating a new Polity Tracker website included many steps, among which the following main can be outlined :
Choosing Quintagroup and Plone, Policy Tracker can now count on:
Salesforce.com is the worldwide leader in on-demand customer relationship management (CRM) services. More companies trust their vital customer and sales data to salesforce.com than any other on-demand CRM company in the world. Salesforce delivers integrated, completely customizable enterprise applications for companies of all sizes. Thousands of companies worldwide depend on Salesforce to manage their sales, marketing, customer service, and other critical business functions.
Plone-SalesForce integration opened a wide range of new outstanding features to Policy Tracker website, that were not available earlier. With Plone and Salesforce.com integrated Plone site managers receive much more control over members management and site overall performance statistics. For example: anyone who signs up for your Plone website will be automatically dropped into your Salesforce.com database; any data collected on Plone website will be recorded in Salesforce.com; all that data (constituent’s email address) can now be used to drive communication through any number of email marketing services that integrate with Salesforce.com.
Apart form the existing Plone-SalesForce integration features, such as:
Quintagroup realized several important additional features:
Due to existence of a wide range of content on the old website and the enlargement of content number by dozens of new documents, the task was to migrate them all into Plone and deliver it in a effective way. Content migration was carried out in the simplest and most reliable way:
While adapting all content for the new Plone-based website, special attention was paid to correct links work. All links from the given content were collected, the collected data was analyzed and all links were subdivided into categories:
Broken internal links were fixed and replaced with resolveUIDs (as well as working internal links), which enabled to manipulate with the content and to move it within the site without its interconnection loose.
Site content is protected: i.e. anonymous visitors can only see the headline and intro (description) from a document, if they want to see more they have to register for a 30-days trial via SalesForce. During this period they will be permitted to all site content for free. After the trial state expires, a member is offered to purchase membership to prolong the access to all premium content. Otherwise, the member will be deprived of premium content accessibility.
Only Body field of documents are protected from Anonymous users, i.e.: documents are shown up in listings and search results, however an attempt to see full page body will result into login page that will authenticate against SalesForce. As soon as user is granted Member role (for trial and premium members) the permission will allow them to see full page body.
Thus, even though content is protected, and can not be viewed by anonymous site visitors, they still can get a clear picture of what content is available. Site user can browse through the whole website (as content is available in listings) to decide whether to become a subscriber or not.
IP-based access control was implemented with IP Range PAS Plugin that allows to authenticate users based on their IP address. Now visitors from certain IP spaces (a list was provided by the customer) have premium access to all site information.
These sections consists of number of items with a home page each and the ability to create separate pages for the agenda, registration info, sponsorship details page inside. For each of these sections special content types were developed:
Training Course has a custom template developed to make all information provided about the training course be displayed in a certain way (see partner logo, 'Download brochure', and 'Add event to your calendar' buttons). This allows anyone who may not have great technical skills to easily manage the content, as it is all added in the standard font.
Also, conferences-related functionality was added, i.e. Invitations, RSVP, Registration machinery. This is directly updated to SalesForce.
The Ad portlet displayed on right column depends upon the categories assigned to the content. This means that according to the category the content is assigned to, site visitor will see different advertisements displayed.
The main idea is that advertisements are served on the external Ad server. The reason for that is the following: specialized Ad hosting system allows great deal of flexibility in serving the ads and provides a fine statistics. The process of assigning necessary portlet looks this way: content categories are passed to external Ad server and that server finds and puts proper Ad depending upon parameters passed.
The portlet, containing Ad (this is a generic HTML portlet) only need to have one of the following lines be inserted ('$categories', '$enc_categories' or '$encplus_categories') to have content's categories/keywords be passed to the Ad server.
PolicyTracker includes several forms for potential and current users to submit. Information submitted into forms, created in Plone (with PloneFormGen product) were supposed to transfer user's information into SalesForce, where uses database it. So, the task was to make information from a PloneFormGen form submit into Salesforce.com. This feature was implemented with Salesforce PFG Adapter.
The list of feeds available on the website includes:
All these RSS feeds were available on the old website, so the challenge was to remain them work. The goal was achieved with help of qRSS2Syndication Plone product.
The following is a list of Plone products used on the new Plone-based Policy Tracker website:
Developed by Quintagroup:
Developed by Quintagroup specially for PT website Plone incarnation:
Quintagroup developed mobile version of Policy Tracker website. For its implementation we used gomobile.mobile package. Newly-launched m.policytracker.com features:
Quintagroup designed and developed email template to enable email sending via different mail cliens. According to the implemented solution, any page of a Plone site can be converted into email template as simply as adding 'email' subdomen to site URL. Generated email template can then be inserted into any mail client and be sent as usual email, via mailing lists or newsletters.
Policy Tracker's new website is now successfully running. All clients' requirements were implemented and so far, Policy Tracker remains convinced that Zope/Plone is the best tool available.Policy Tracker is particularly excited about the ideas that Plone-Salesforce integration has brought, and the impact it is having on their project. Plone Integration for Salesforce.com enabled Policy Tracker website managers to get much more control over members management and site overall performance statistics, recording all data collected on Plone website in Salesforce.com. Possibility to divide site content access for users with different roles made Plone-Salesforce integration a perfect application for this organization.