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General FAQ

Update Your Profile

Watch this video to see how to get your profile setup.
To update your profile hover over the top green toolbar banner on the screen and click on your name on the right side, this will bring up a page that says "Edit My Profile."
Here you'll be able to update your photo (see below), details, contact information (kept private), and interests. For a more thorough walkthrough of each section in your profile, read the "Fill Out Your Profile" section in the Getting Started with New Community guide. 

Subscribe to the CCL Newsletter

By joining Citizens' Climate Lobby you will be automatically subscribed to our weekly briefings and monthly newsletter. 

To make sure our emails land in your inbox please add newsletter@citizensclimate.org to your Contacts.

You can also check your spam folder to make sure our messages are not landing there. If you find one please mark it as Not Spam and it will be moved to your Inbox.

Taking these steps will help you stay connected with CCL and help us reach other volunteers Inboxes as well.

If you use Gmail you can also move one of our emails from your Promotions tab to your Primary tab to make sure you don’t miss them.

Instructions for Primary Tab Move For Gmail Users

  1. Open Gmail in your browser.
  2. Click on your Promotions Tab
  3. Find CCL’s Newsletter or Weekly Briefing.
  4. Click and drag the message into your Primary Tab.
  5. When asked “Do this for future messages from newsletter@citizensclimate.org?” click Yes.

Make Sure You're Set Up To Receive Emails (Messages) From CCL Community

CCL’s IT team is aware of individuals that have reported not receiving messages from Community in spite of having all of their notifications set to send them an email.

Remember to check your spam folder (and mark the message as "not spam" if it's there), your other folders (i.e. "Promotional" if in gmail, etc.), and to add cclcommunity@citizensclimate.org to your safe contact list.

If this is occurring for you after trying out the suggestions above, please report these missing emails in the Bug Report forums so that we can troubleshoot what's going on.

Adjust Your Email Settings

Watch this tutorial on updating your Account Settings on New Community.
To adjust your notification settings hover over the green banner on the top of your screen and click on the wrench icon   to be taken to the "Account Settings" page. In the Account Settings page select the "Notification" tab. In the Notification tab you can select actions that you would like to be notified about or unselect actions that you would like to stop receiving emails about. In the "Subscriptions" tab you are able to select the frequency for which you are notified about Forum updates for both site-wide forums and Group/Chapter forums.  For more detailed instructions read the "Fill Out Your Profile" section in the Getting Started with New Community guide. 

Reset Your Password

Watch how to log in from the email instructions you receive and update your password.

If you've forgotten your password you can also click the "Forgot password?" link from the login page and have a new password emailed to your email address.

If you'd like to change your password:

  1. Click on the wrench tool icon in the upper right green bar to go to the Account Settings page.
  2. Once on the Account Settings page, scroll down to the 'Change password' section.
  3. Enter your old password once (the one listed above in this case) and your new preferred password twice
  4. Scroll down to the very bottom and click 'Save Changes'
  5. Save your new password somewhere to remember for your next log-in.

Sending and Receiving Messages

You can view your current messages either by clicking on the mail envelope icon on the top green toolbar of any Community page or if you are on your dashboard you can also access your messages by clicking on "Messages" in the "My Messages" block. Once in Messages - click on the individual messages listed in your inbox to see ones you've received.  "Compose" tab to send an outgoing message. For more detailed instructions read the "Contact Community Members" section in the Getting Started with New Community guide. 

Email Community Members

You can reach out to community members and chapter members via email using the Messaging screen. To get to the messaging screen click on the mail envelope icon on the top green toolbar of any Community page

To send a message to a Community member click on the “Compose Tab”. Fill out the subject and email body and then click “Click to select recipients” button to show a dialog where you can search for and select recipients:

Friends will be shown by default, but you can also type into the text field to search among other community members. For more detailed instructions read the "Contact Community Members" section in the Getting Started with New Community guide. 

Change Your Email Address

To change your email address go to the Account Settings page, which can be reached by hovering over the top green banner toolbar and clicking on the wrench icon  .  Once in the "Account Settings" page. NOTE: Since New Community integrates with our database, Salesforce, updating your name and/or email address on the Account Settings page means your name and email will change everywhere within CCL, not just on Community.  For more detailed instructions read the "Update Your Account Settings" section in the Getting Started with New Community guide. 

Upload/Change Your Profile Photo

Want to watch a video of this process?  Click here for a quick 50 second tutorial.
To upload or change your profile photo hover over the top green toolbar banner on the screen and click on your name on the right side, this will bring up a page that says "Edit My Profile." Once there you should see a "Change Profile Photo" link beneath the photo block under your name on the left side. The "Change Profile Photo" link will bring up a dialog box - click on “Add Photos" to upload a new photo from your computer. Then click "Choose File” and select whichever photo file you’d like to use. You can either select an existing photo that you've uploaded or browse for a photo to upload from your computer or phone. The acceptable file types are listed (JPG, PNG, TIFF, GIF, BMP) and the maximum size allowed is 20 MB. 

Once you’ve selected your preferred photo - click “Open” in the dialogue box and then scroll down to confirm with the follow three actions: 

  1. Check the box “make this my profile picture” to confirm you want it as your new profile photo.
  2. You will need to enter a name in the Title field- it can be your name or any text you prefer.
  3. After this (no need for a description to be entered) - click “Post” at the bottom and it will now be your profile photo moving forward.

Staying Updated With Community Bulletin

Want to stay current on all that’s happening in CCL and on Community online?  Make sure to subscribe to the Community Bulletin!

You can find the bulletin by scrolling down to the green footer on any page in Community and then clicking on the link labeled “Community Bulletin.”

The Community Bulletin allows CCL volunteers three important features:

  1. Every other Monday, New Community will unveil a release (a package of software updates to improve users’ experiences on Community) that includes new features and addresses key issues (click here for an example).
  2. Quick updates about the Energy Innovation Act and other CCL related activity.
  3. Archive of CCL’s Weekly Briefing and Monthly Newsletter updates and actions.

Featuring the release notes and all of this information in one consistent location helps CCL group leaders and Community users be able to more easily stay updated and accurately track how the platform is improving to meet bug reports and feature requests.

To subscribe to the bulletin, click on the green “Subscribe” button in the upper right box and select your level of frequency (instant, daily, or weekly). You will then receive an email with the bulletin updates at that level of frequency selected automatically (more on subscriptions here).

As the bulletin posts expand, you can also search its archives by category, author, or month posted to find a specific updated you’re looking for.   

Update Your Privacy Settings

To access your privacy settings hover over the green banner on the top of your screen and click on the wrench icon   to be taken to the "Account Settings" page. Once there select the "Privacy" tab where you can change what information is private, visible to friends, or visible to the public. 

Note: Personally identifiable information such as email address, mailing address and phone numbers are never displayed on your profile. In addition, you can control which users see other parts of your profile. 

On the "Privacy" Tab of the "Account Settings" page, select whether “Everyone” on Community, “Friends” on Community only, or “Nobody” can perform or view the categories listed below (default settings are for “Everybody with each of these). After making any changes, make sure to scroll down to the bottom of the page and click “Save” before exiting away from this screen. Otherwise, your updates will not save. For more detailed instructions read the "Update Your Account Settings" section in the Getting Started with New Community guide. 

Adjust Your Account Notification Settings

Choose what type of notifications you want under the "Notifications" tab of your "Account Settings" page.

Note: Unlike forum subscriptions, there is not a digest option for notifications. If it’s toggled on (checked), then you’ll receive an email notification instantly whenever someone does one of the following actions.

By default, you will be notified when the following events happen: someone sends me a private message, someone comments on my profile, someone invites me to an event, group notifications, someone replied to my forum post, someone likes my content.

Updating Your Contact Information and/or Chapter Membership

To change your primary local CCL chapter or electoral district, please use the form at this link.

Note: Using this form will move you to another chapter throughout CCL and place you on the new chapter's roster. You will be added to the new chapter's group on Community during the nightly data sync (i.e., it won’t be automatic). Note: You can only be in one chapter at a time (you can however join as many Action Teams as you want).

If you've moved or changed address, phone number, or email and want to keep the CCL database up to date use the following steps.

1. Click on your profile name in the upper right green banner:


2. Once there, click on the "Edit Profile" link in the User Actions section directly below your name and photo (if you've uploaded one). 

3. Once in Edit view, you can click on any of the following tabs to update your information: "CCL Info," "Address," "Phone Number," and "Email." 

Any changes made to your mailing address, phone number and email will be saved directly back to CCL’s Salesforce database. All users will be able to keep our database up-to-date with your personal information through the Profile Page information without having to update CCL HQ via email every time there’s a move, etc. Your mailing address, phone numbers, and email will never be displayed publicly or to another Community member.   While your email address is displayed here, but to update your email with CCL, you’ll need to do so on the Account Settings page here.

Note: After making any changes, make sure to scroll down to the bottom of the page and click “Save” before exiting away from any of these tabs.

How to Attach a File to Your Post/Message

If you would like to upload and share a file with your post on a forums or a message you're sending from Community, simply click on the paper clip icon in the editor field of your post body:



Once you've clicked the icon, select which file you'd like to upload by clicking on the "Choose File" button or scroll between the file you've already uploaded earlier:

Make sure to type in a title name for the file you're uploading and then click "Post" on the bottom to confirm the upload. 

Your file(s) will then appear at the bottom of the body of your text field with the provided name and the ability to click the "x" to un-attach it.
 
Finally, finish composing the rest of your post or message and click "Post" or "Send Message" to share.
 

Privacy - Contact Information

Only you, your Group Leader, State Coordinator and Regional Coordinator, and select home office staff are able to view your contact information, including phone, mailing and email address. A user can not change the privacy settings for contact information.

Access Your Chapter Roster

If you are a Chapter Admin (formerly called chapter roster editor) for your group, you can find your chapter roster from your "Tools" page. You can get to by clicking "All Tools" from the "Resources & Training" top menu bar. The chapter roster will also appear on your dashboard in the "My Tools" left-hand sidebar. Chapter Admins can also work with their group leaders to create group events and send emails to the overall group membership.

Community Forums

Forums are an easy and exciting way to interact with other CCL members on community. To access the sitewide forums go to "Connect With Others" and select "Sitewide Forums". Forums are organized by broad categories such as "General Discussion" or "Lobbying Congress." 

You can also visit your chapter's forums by clicking your chapter's page from your My Community Groups on your dashboard or green banner.  Once there - click on the "Forums" option on the left-side menu bar.

Whether in the sitewide forums or your group's forums, once you've selected a category you can see various topics that members have posted about. You can post your own topics by selecting the "Start a New Topic" button on the bottom of the page or view topics by selecting the topic text from the post.

Once you've clicked on a topic you can see the full post, along with any replies that other members of the community have posted.

If you find a particular topic, or even an individual post particularly useful, you can Bookmark the topic or post so that you can easily get to it later. You can also Subscribe to a category so that you will receive notification about future posts and discussions. Follow these instructions below to set up your subscriptions to allow reply by email.  In this way, forums can function similarly to Google Groups and Yahoo Groups.

For more detailed instructions read the "Jump in on the Forums" section in the Getting Started with New Community guide. 

Bookmarking

Watch how to bookmark your favorite page(s) with this short training video. 
You can bookmark various resources, such as your favorite resources or training, your home groups, other friend's profile pages, or forum topics and categories, in Community.
 To add a bookmark look for the bookmark icon (see below).

On most pages where the bookmark is available it will either be found at the top of the page and or towards the bottom, feel free to search (Ctrl+F) the page for "bookmark" if you want to make sure it's there. A simple rule of thumb for those pages that aren't bookmarkable is if they don't have a number in the URL, these pages will not have a bookmark link due to limitations of the platform currently.

Your bookmarks will then appear on the top of your left sidebar of your dashboard in the "My Bookmarks" panel.

You can remove bookmarks by selecting "Remove bookmark" on the resource that you bookmarked. For more detailed instructions read the "How To Bookmark a Page" section in the Getting Started with New Community guide. 

Subscriptions

You can subscribe to forum topics and categories in order to be notified about future posts and discussions. To subscribe simply select the "Subscribe" button.

Clicking on Subscribe will allow you to select how often you wish to be emailed about updates. Subscription options are:

  • Instant: sends an email each time there is new content (only option that allows Reply By Email feature). 
  • Daily (recommended): aggregates all content with this frequency selected and sends in one daily email
  • Weekly: aggregates all content with this frequency selected and sends in one weekly email
  • Off: no email notices

To unsubscribe, click on the green “unsubscribe” button, which will result in you receiving no notification email any time a new post is made on this category/topic. You can update your frequency for any specific topic/category subscription at any time.

Please note that when you are added to a chapter or action team you are automatically subscribed to updates for that groups' general forums. You can adjust your subscription settings in the My Forum Subscriptions page which can be accessed by clicking on "Subscriptions" in the "My Messages" panel on your dashboard.

Note: Currently, you can either set your subscription level at the overall category level in the Forums (i.e. the Energy Innovation Act category) or at an individual post level (i.e. Recommendations For Working With Rotary). For example, if you have your subscription for the General Discussions category at weekly - all new posts and responses within that category will be sent to you in a weekly digest.

 

Forum Categories

A forum category is a collection of posts or topics grouped by a particular subject. Examples are Lobbying Congress or Chapter Organizing. You can Subscribe to a topic in order to get email updates delivered to you about new posts and discussions. There will often be at least one default general discussion topic for each group or action team that you are a part of.

If you have subscribed to a topic you can adjust how often you receive updates by adjusting your subscription settings.

Post a Topic

To post a forum topic, first navigate to a forum category. Once in a category you should see a "Start New Topic" button. Once you click "Start New Topic" you will be taken to a page where you can enter both the topic Subject and Message.

Post a Topic to Your Group Forum

You can access your group forum by going to the Group Home page and selecting "Forum" from the Group Menu. From there select the "Start New Topic" button. On the "Start New Topic" page you can enter a Subject for your new topic, as well as topic details within the "Message" text field. 

Note: The default notification setting for all members of your group is to be notified of new forum posts from your general forums page, but not from any additional forum categories you customize and add. Therefore if you want to post an important update in the forums that all group members see, start a new topic on your group's general "Forum" page.

Using the "@ Mention"

One way anyone can notify another Community user to join the conversation in the forum (or comment elsewhere on Community) they're discussing is through the use of the "@ mention" process. To do this simply type in the "@" symbol followed immediately by the Community user's name as written (for example @Testy Testerson (match the name character for character as spelled out (i.e. no underscores, etc.) in the Member Directory).  As you type in the name after the "@" symbol after the initial three letters are written Community will start recommending names that match in a drop-down menu - keep typing your target's full name until you see it appear on the drop-down and then click that profile. The @ symbol should disappear to be replaced by a full name with a hyperlink to their profile (see below).



Any Community user mentioned this way will receive a notification that they've been @ mentioned (others call this being tagged) if they have the checkbox marked for "Email me when someone @ mentions me" in their Account Settings  (wrench icon on the top green banner to find quickly).

Add Files, Photos, and Videos to Your Group's File Folder

From the Group Homepage you will see File, Photo, and Video options under the Group Menu on the left side of the page. Clicking on one of those will take you to a corresponding page. If uploading a photo or video choose the "Add Photos" or the "Add Videos" button in the middle of the page to add a photo or video. If uploading a file (document, spreadsheet) you can either drag and drop your files or select the "e;browse"e; option to upload. You can also create folders for files and photos to organize your files. 

The Files / Photos / Video pages allow you to view all of the files you and other chapter members have uploaded onto your group page. It also allows you to upload and share files with your group and larger CCL Community. To upload a file, follow the same instructions as uploading a photo to your profile. The only key additional feature is the optional checkbox that will be available to allow your file to be shared sitewide if shown. If you choose to fill in this "Share Sitewide" checkbox, your file(s) will be marked as "Public" and accessible for any Community member outside of your group to find when searching on the main Community search page if they select the “Group” filter for where they are looking for files and pages within. By not checking the "Share Sitewide" checkbox you will mark your file/photo/video as private and accessible only through your local group's page. 

You can also upload personal files to your own personal My Files folder (available from your personal dashboard from a block on the bottom the left side).  While none of the files uploaded here will be visible from a group page, you can follow the same "Share Sitewide" checkbox to set your level of privacy as described above.

Update "About Me" page

To set the information first go to the Edit Profile page. Once there you should be on the "About Me" tab by default. Information that you enter in the "Bio" text editor will appear under the "About Me" panel when people view your profile.

Forum Details

Forum Categories - A forum category is a general subject (such as Media) that users can post about. You can subscribe to a topic from the topic home page in order to receive email updates about new posts and updates. You can also bookmark categories so that you can easily get to them from your Dashboard.

  • Sub-Forums - Some forums (such as General) have a collection of "sub-forums" related to that topic.
  • Topic - A topic is an individual post within a Forum Category. You can subscribe to updates to a specific Topic just as you can to an overall topic. You can also bookmark a Topic in order to easily navigate to it from your dashboard.
  • Reply - Members can reply to topic posts in order to contribute to the discussion.

 

Liking a Topic

If you see a topic that interests you or that you like, you can "Like" the topic by clicking on the Like link at the top of the Topic page. Doing so lets the poster know that the topic was helpful. It also contributes to the Topic popularity, which influences where it is in the "Popular" forum tab.

Quote a Topic or Reply

When replying to a topic or topic reply sometimes it is helpful to quote the original text, or the part that your reply is referring to. To quote a topic or reply, instead of clicking on the "Reply" button, click on the "Reply" link, which is just to the right of the "Like" link.

When you do this the full text of either the post or reply will be pulled into your reply text area. You can remove parts of the quoted text in order to get the portion you are interested in quoting.

Group Notifications

By default, you will be notified about two things from group(s) you belong to: 1. new group forum posts via a daily digest and 2. email messages sent from your group's leaders. You can set the types of group notifications and subscriptions that you will be notified about by clicking on "Settings" from your local group's home page. The default view will feature the “Notifications” tab and below that you'll be to toggle types of notifications you'd like on and off. To adjust the settings for forums posted in your group, click on the "Subscriptions" tab within the top of the Settings view and select the level of frequency you'd like for any individual categories if they are established.


 

Action Teams, Chapter Teams, and Custom Groups

Beyond your local chapter's group page (i.e. CCL NY New York City), CCL Community provides three additional groups that users can join. Here's a quick definition for each to help understand them:

Action Teams:  Unlike local chapters, Action Teams are organized around specific topics or areas of focus, each working to create the political will for a livable world. Most teams meet regularly by phone and communicate within their team's group page on Community. To find out about CCL's 50+ Action Teams visit the Action Team Directory.

Chapter Teams: CCL Community allows for chapter group leaders to create spaces for local teams to collaborate on a particular area of focus (such as an Outreach Team or a Media Team). If you would like your local chapter to feature a chapter team of interest, email your group leader to see what can be done.

Custom Groups: CCL Community allows for state and regional coordinators to create spaces for Custom Groups of CCLers to collaborate (such as a CA Liaison Group or a DFW Media Group).  If you are not a state or regional coordinator, you can find your coordinator here in the Regional Coordinator directory and request they consider creating a group for your state/region to work together. 
 

Joining Action Teams

Even though you will only be assigned to one primary local chapter, you may join as many Action Teams as you like. When you visit  Action Teams you will see a “Join” button at the top of the group home page. Simply select that button to join the group. For public groups, you will immediately be added to the group, but for a private group a request will be sent to the group leader, who will either add you to the group or reach out to you. To leave a custom group at any time, click on the “Settings” left side submenu option and then click on “Leave Group” where the original Join button was found.

Reply by Email

When you subscribe to receive updates to a community forum topic instantly (this feature isn't currently available for daily or weekly digests), you can reply to individual posts directly from your email by clicking on the "Reply by Email" button. Doing so will bring up a new email. Type your response in the email body and click send. Your reply will be added to the topic discussion just as if you'd replied on site. 

There are a handful of reasons why a "Reply By Email" post will be filtered out and not posted to the forums. 
  1. If you reply within 15 seconds of it hitting your inbox (auto-replies are filtered out)
  2. If you reply from a different address or with a different subject line than the instant watch was sent to (i.e. no email forwarding - then replying)
  3. If you reply more than once. After you've replied (or even attempted to reply) all other replies will be filtered out. 

Leave a Chapter or Group

You can leave a group that you are a member of by clicking on the left side submenu option "Settings" on the group's homepage.

On the top part of the group page a green "Leave Group" button will then appear beneath the Group name at the top of the screen. Click that button in order to leave the group.

Setup and Using A Site Signature

To set up a "site signature" (similar to an email signature - a few lines that will appear at the bottom of your posts by default on Community), go to your Account Settings page. Scroll down to the bottom of the "Settings" tab and type in whatever you want to display as your default signature, then click the blue "Save changes" button to save (see below). The site signature input box accepts carriage returns and/or <br> tags for line breaks and it will use <a href> to embed a link.



Note: The site signature feature/option will display within private messages and forum posts, but does not currently work for emails sent via Community's group email interface. 

Enabling 3rd-Party cookies in your browser

Note: Access to chapter rosters is limited to Group Leaders and Group Admins. The Grasstops Engagement Tracker is accessbile to all logged in Community members.

If you're unable to access the roster or Grasstops Engagement Tracker, you may be experiencing an issue with third-party cookies. Third-party cookies must be enabled in your browser to view the roster.
  1. Check to see if third-party cookies are enabled in your browser.
  2. If not, learn how to enable third-party cookies.