I'd prefer the site be developed using Drupal, since I am familiar with it. It will not be commerce enabled.
We will provide the hosting and some of the content creation (ie. videos/tutorials). We need help developing the profile engine and theme/graphic design.
It will be used for a referral program for a small business in the financial services industry. Clients and referral sources will use the site to enter the names and contact information for the friends and family they wish to refer. The website should allow them to track the number of referrals they've entered .
* Profile “engine?? allowing each user to create a simple profile including their photo. Maybe allowing slight changes to “skins?? or the look & layout of their profile page. Just enough to make it feel personal… Nothing as advanced as facebook or myspace. This will not be used as social media.
* A built-in system to track all entries and send them to our office by email or have a “dashboard?? type interface with access to all referrals for admin users.
* Preferably a system to Upgrade each user to a new status upon providing us with a preselected number of referrals.
* I’d like the site to feature the profiles of upper-tier users in recognition of the referrals they’ve given us.
* Outside of the profiles and award levels, the site will be fairly basic with less than 10 pages.
* Ability to export lists of referred individuals to .CSV or Excel.
So basically we need help with the graphic design and some customization to the profile system of the site.
The site will have less than 10 pages, however each user will need their own "my profile" or "my account" page. We
don't anticipate having more than a couple hundred users... ever.
The pages will be Home, Welcome, Videos, FAQs, Instructions, My Profile, Prizes and Awards, Featured Players, Events/Calendar, DashboardWinners
Home Page: Should include the navigational menu, a login section, a sidebar featuring members that have achieved the level of silver and above - rotating at page refresh, a "who's online now" sidebar - displaying a thumbnail of the profile photo and the name of the users online along with their rank, a middle section for video/written content. (we'll provide the content and integrate it ourselves).
Welcome: a message or page the user is taken to after login, such as a summary page showing their profile and the names of the people they have referred and the rank and prizes they've earned.
Videos: basic page for video tutorial. We'll create and upload the videos ourselves.
FAQs: basic page for questions and answers. We'll create and upload the content. No need for user comments.
Instructions: basic page for rules and instructions. We'll create and upload the content.
My Profile: Users should be able to upload a profile photo to their "my profile" page. Also, the profile should ask for name, address, phone numbers, fax number, email address, what they do for a living and name of business as well as a textfield where they can write about their interests and hobbies, etc. The profile page should also display the names of the people referred by the user, so they can keep track of their referrals for prizes and awards. The profile details will be visible to other users when clicked on from the "featured player" page or the "who's online" sidebar. This is not intended to be a social media site, so communication between users within the site is not necessary.
Also, we'd like for the look of the profile page and the site-wide banner/theme to change as users move up our 5 tiers: Basic, Silver, Gold, Platinum, Diamond. We have some graphic designs to help steer you in the right direction. The "rank" (silver, gold, etc) of the user should be displayed on the "featured", "who's online" and the profile page. We'd like for this to be done textually and graphically, so that there is an icon representing the rank next to the name of the rank. We have some graphics for this also.
The profile should also display the prizes and awards won to-date. Either a total or a tally. This should be fairly simple, since the prizes are connected with the 5 tiers (basic, silver, gold, platinum, diamond)
Basically, for every 6 people a user refers, they'll graduate to the next level, with the highest level being Diamond. We'd like for the site to recognize when a user hits the next tier and automatically change the look and theme of the pages for them. If this isn't possible, then I guess the site administrator can make these changes manually. We'd like to cut down on the manual labor as much as possible.
This profile "engine" is what we're most interested in having built. The content for the other sections of the site can be done by our in-house team, once the menus and pages are created.
Prizes: a basic page that will display photos and descriptions of each prize with hyperlinks to more details for each. our in-house team will create and upload the content for this.
Featured Players: a page that will randomly select two or three of the users with a rank of silver or higher and display their profile photo along with their bio, phone number, industry & business name. (2-3 displayed simultaneously on the same page - rotated at page refresh)
Events Calendar: a page containing a calendar with clickable arrows to advance the months. The calendar with show events and activities users can attend or qualify for. Some calendar entries will have hyperlinks. Our in-house team will create and upload/intergrate this content.
Winners: A page which will feature photos of previous and current prize winners. Our in-house team will upload/integrate the photos. A good photo upload mod/app will be very useful - please design or integrate one into the site.
Dashboard: IMPORTANT! The whole purpose of this site is to acquire and track referrals from our existing clients and centers of influence. There needs to be a dashboard or admin console (only visible to administrative users) where the administrator can view referrals from ALL users and export them to CSV or Excel format. All contact information for the person being referred should be visible on the dashboard as well as the name of the person giving the referral and the date the referral was provided. Or perhaps a summary of this information could be displayed on the dashboard with the ability to click on an individual referral to expand the contact information. All entered data for the referral should appear on the exported file. We'd also like each referral submission details to be emailed to the site administrator or at least a notification that a new referral was submitted.
Throughout the site and especially (bigger and bolder) on the user profile page there should be a "Add a Referral" button which will take the user to a webform asking for information on the person or business being referred: Name (first and last), Address (street, city, state, zip code - seperate fields), phone (home, business, cell), fax, email address. There should also be a question about whether of not it's a business being referred. If "yes", more information should be requested: business name and the title of the person being referred. After clicking submit, the person/business being referred should appear on the dashboard for the administrator to see and also on the profile page for the user who provided the referral (only personal/business name displayed on the profile page). If the entry qualified the user for the next tier, the system should recognize this and change the rank displayed next to his or her profile. There also needs to be a thank you message come up after a user submits a referral - and they should be given the option to go back and enter another referral.
In summary, we'd like you to build the core site with navigational menus and the listed pages. Most of the content for these pages will be integrated by our in-house team. We'd also like you to handle the theme and graphic design - making it fit well with our existing printed materials. The most important part is the profile engine and the entry and tracking of referrals.
We'd like you to upload the site to our 3rd party shared server and then turn it over to us. Upon completion, We'll need full administrative (webmaster) rights to the site, so we can make changes and add pages and content at a later date.
And the site needs to offer some level of security, so the users feel confident to enter their friend's names and phone numbers online.