Release Notes for Website Content Management System (CMS) Enhancements, April 2020

Release Notes for Website Content Management System (CMS) Enhancements, April 2020

Enhancements in New Software Release April 2020

Included Topics : Site Editor, Adding & Editing Pages, Managing Forms & Managing Navigation. 

Overview:

Spillover Software Group has made enhancements to the CMS that will allow users greater flexibility for managing content on their websites, including adding and removing pages, managing site navigation, and creating forms. This document will review the key items added to provide more flexible use of the platform.

1. Site Editor:

The Site Editor access has remained unchanged. There are three points of access:

1. From the ‘Content’ menu, select Site Editor.
2. From the main dashboard, select the + sign on the Website Overview 
section.

3. Select the Site Editor icon from the toolbar .

The main Site Editor page displays a list of all pages for the site in alphabetical order:


From the main Site Editor page, users can complete the following actions:

  • Search a page by description.

  • Jump to the live page by clicking the link in the page URL column.

  • Select ‘Edit’ to change the page description, URL, and content

  • Delete a page.

  • Select ‘Forms’ to create and manage forms that can be placed directly on pages.

  • Select ‘Navigation’ to manage the navigation items on the site.

  • Select ‘Publish Site’ to publish any changes that were made in the session.

2. Adding and Editing Pages

Select ‘Add Page’ to create a new page or the ‘Edit’ action button to edit an existing page. When adding a new page, the design elements of the existing site will be automatically copied over.

  • Page Description – the title of the page which displays on the main Site Editor page as well as at the top of the live page.

  • Page URL – this value is autogenerated based off the page description to append to the main site’s domain (example: a page named Page URL would auto-generate:  www.examplesite.com/page-url. A user may change this to a custom value by checking the ‘Change auto generated URL’ box. This field only allows lower case letters and numbers 0-9. Special characters are not permitted.

  • Page Content – allows basic text editing or HTML source editing. Users can now select ‘Insert CMS Form’ in the content editor to choose from a list of forms to add to the page.

  • Navigation Item – the user can add the page as a navigation item under a selected Parent (existing navigation item), or if ‘No Parent’ is selected, the page will be created as a root level navigation item. The user may choose to skip adding the page as a navigation item if they wish to do that at a later time. Note that if creating a navigation item from the ‘Add Page’ screen, the user must then select ‘Publish Site’ from the main Site Editor screen to publish the navigation item to the website.

  • Publish – this will save any changes made to the page and publish them to the site, with the above exception that newly created navigation items require ‘Publish Site’ as well.

  • Preview – opens a preview of the changes in a separate browser tab.

  • Cancel – abandons any changes and returns the user to the main Site Editor page.

  • Delete – permanently deletes the page.

3. Managing Forms

From the main Site Editor page, select ‘Forms’ to view a list of existing forms, edit existing forms, and create new forms. Users can search forms by the form name. Select Add or Edit to navigate to the Form Editor.

When navigating to the Add / Edit Form page, the user will default to the settings tab where they can:

  • Set a Form Name.

  • Set the number of columns for the form (1-4).

  • Choose to display the field labels above or beside the input sections.

  • Choose between Bootstrap and Table templates.

  • Set a redirect URL for the customer to be sent to upon completion of the form. If left blank, the user will remain on the page that hosts the forms and will receive visual confirmation that the submission was successful.

  • Add internal email address(es) to receive the data from the form submission.

  • Define styling elements for the Submit button.

Next, a user can select the ‘Add New Field’ tab to begin adding form elements or ‘Edit Field’ to edit existing elements. As elements are added or edited, they can be reorganized by drag-and- drop in the Editor panel and the final form can be previewed:

When editing a field, the user can set a custom value for the field label and can make any field required to submit the form. ‘Subscriber Fields’ will create a new subscriber in the site’s email database and will fill the corresponding values for the new subscriber. If the email address already exists in the site’s database, the other fields will be updated with any new information that is provided in the form submission.

Additionally, the following custom fields can be added that will be submitted via the email notification to internal users and is visible in the ‘Manage Sales Leads’ page:

  • Text – custom input by the customer that allows a single line of input. While there is no character limit, this field does not provide the customer with scroll so should be used for generally small inputs like Event Name.

  • Text Area – custom input by the customer that allows multiple lines of input and will allow the customer to scroll to review large submissions. This could be something like:

Comments about your experience 

Tell us how we did
Feedback or Suggestions
  • Number – accepts only numeric input from the customer. You could use this to ask how many guests are in a party.

  • Date – accepts only date input from the customer.

  • Dropdown – allows a user to create a dropdown list for the customer to choose from. Dropdown items may be ordered however the user chooses and one can be made selected by default. For example, the customer preferred contact method is phone, email, text.

  • Checkboxes – similar to a dropdown, but this allows a customer to select multiple values.

  • Radio Buttons – yet another presentation option for asking a customer for choices.

    Note that editing an existing form will automatically update the form on all pages where it is published upon saving the changes. To add a form to any page, select Edit from the main Site Editor screen for the desired page, select Edit Content, Insert CMS Form, and select the appropriate form. Upon publishing the page, the form will be added.

4. Managing Navigation

From the main Site Editor page, select Navigation. The site’s current Navigation tree will be displayed. Each item will show the display text in blue with the URL appendage that the navigation item leads to immediately below in gray text. Navigation items with sub items will have an arrow to expand the parent item. Order can be adjusted by selecting the green and red arrows. Existing navigation items can be edited or deleted. Any changes must be published by selecting Publish Navigation in order to take effect.

When creating or editing a navigation item, a user can customize the following:

  • Set a Parent Item for the navigation item (will make the navigation item a sub item).

  • Set a Related Page so that when the navigation item is selected, the user will be redirected to the specified page.

  • Set the Title to what will be displayed on the website.

  • Optionally choose to open the link in a new tab.


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