Creating a Page
The Page Designer is used to edit Pages, Articles, or Products. Page Designer options vary depending on which type of item you are editing. The Page Designer allows you to modify the page’s placement on the Site-tree, change the page’s content, configure SEO search terms, and a number of other attributes of the page and how it is displayed (rendered) on the Internet.
If you are editing an Article or Product, you will access the Page Designer from the “Category Page”, any of the Pages that the Article or Product has been attached to.
Saving Your Edits
Save your changes by pressing the “Save” button (or one of the save options). The options will transfer control to different areas of the site tree. The most common is to stay on the same page until a different page is requested by clicking on a page or Article/Product on the Site-tree.
When saving your edits, you can choose what to do next. The "Save and View" option is generally used when you are walking through your site, modify a page, and then want to return to the site and continue walking through other pages. The "Save" and "Save and Go to Site Tree" are the same, the page is saved and the Site-tree is redisplayed.
Page controls were introduced earlier in this guide because they are so important. Page controls define how the page is connected to the site tree and how the page is displayed as a feature on other pages on the website. It is important to understand that a page can be accessed through the site menu, embedded hyperlinks, and as Featured Content as configured on other pages in the site.
The Page Title consists of text that is displayed when the page is included on the site’s menus. The Page Title is also shown when the page’s Featured Content is included on other pages in the website – more about this later. The Administration Console uses the Page Title when referencing a page in lists or other page-related activities.
By default, the page’s internet address is derived from the Page Title. Changing the Page Title generates a new internet address for the page. This may disrupt existing bookmarks and possibly impact search engine rankings. This feature can be disabled by manually changing the pages URL (see below)
Note: If the page that you are editing is a Product, the Retail Price field is displayed after the Page Title/Internet Address (URL). The product's price can be changed here or in the Pricing section.
Search Engine Friendly URL (Internet Address)
When creating a new page, the page’s internet address is derived from the title as it is typed. Sometimes you will want a different internet address; for example, a short URL that can be easily remembered when included in promotional materials. Changing the contents of the Internet Address field will disconnect it from the Page Title – future edits to the Page title will not change the Internet address. Warning, when returning to the page and changing the Title, the URL may be reset to default from the Page Title if changes make it the same. Subsequent changes may cause the URL to be affected (this needs to be fixed and is identified as a UAT defect).
The Image Gallery manages images that have been added to the page. The page's Feature Image (displayed when this page is displayed as content on other pages) and Gallery function use these images as resources.
Click on 'Edit' to open the gallery manager. From here, images can be uploaded from your desktop, assigned a title, a caption, and a hyperlink. Once added to the gallery, an image can be selected as the Feature Image (click the star), or hidden (click on the green circle button), or permanently deleted. Note that deleting the current Featured Image will cause another image to be selected as the Featured image.
The Featured Image is always displayed when selected; setting 'Hide' on the image causes the gallery to ignore the image. When used as a Feature Image, the hyperlink is not used (the hyperlink is set to the page).
The Summary contains text that is displayed when this page is featured on other pages. The text here should abstract the page's content. When displayed on other pages, the summary is displayed along with the Page Title and the Feature Image.
The Placement field controls where the page is placed on the Site-tree’s menus. Placement is similar too, but not the same as the page’s Internet Address. A page can be added to one place on the site tree; however, Articles and Products can be placed on multiple lists within the site. Clicking on the Select Placement button will launch a menu with placement options and the site-tree. Open the site-tree as required and select the page(s) that will host the new page. Placement can be easily changed at a any time by repeating this process.
The Access Security setting controls visibility of the page and its place on the site's menu system. When enabled, the page cannot be viewed until the person logs with a user-id that is a member of the required security group. When secured the page's Featured Summary is not available to be displayed on other pages - listing on the menu system is also suspended.
Access Security is set from the Page Controls by defining which security group(s) can access the page. By default, all pages are created with the “Available to Public” access allowing anyone to see the page and its Featured Content..
You can deny access to the page (never shown) by selecting the “No access” setting listed in the menu. Select “Public” to restore access to anyone (removing the security option). Configuration of Groups and Identifiers is described in the Contacts User Guide.
Warning: Secured pages, their placement in the menu system, and access through Featured Content listings, are not visible unless the user has logged in and has permission to view the page. A Secure page is shown on the menu if the Hidden or Live option is set to “Always Live, Requires Login if necessary option is selected” (see below).
Hidden or Live
The Hidden or Live option determines whether the page is shown on the site’s menu system. If the option is set to “Hidden” the page will not be shown on the site-tree but it is still accessible through embedded hyperlinks, browser bookmarks, but not Featured Content navigation.
Menu links to Secured pages are always hidden unless the “Always Live, Requires Login if necessary option is selected” option is selected. This setting allows users to see menu links to secured pages; however, when the link is pressed, a prompt will require the user to login before they can access the secured page.
Tip: Do not use the Hidden feature when content is not ready for public access. Instead, use Access Security to restrict the page to logged-in Administrators. This ensures access is restricted and does not disrupt the navigation system.
The Page Layout option is used to select the layout that defined how the pages components are rendered by the browser. Page Layouts are similar to master templates and can be configured by a ShoutCMS designer as an optional service.
Default layouts are configured for the Home page and inner pages. The layout controls placement of the Main Header Graphic, Sub-menu, Carousel, Photo Gallery, Editor Section, and Featured Content sections. The following snapshot is representative of the available Page Layout options for the home page:
Featured content from other pages in the site can be added to the current page’s Featured Sections. There are five sections labelled “Headline”, “Large”, “Medium”, “Small”, and “List”. The placement of these sections is shown as orange in the above snapshot. The blue area is the Editor section, the white area is the Gallery, and the light blue sections represent the header and footer.
Configuring a Photo Gallery
The ShoutCMS Gallery functionality is flexible and ideal for creating multiple photo galleries throughout your web site. Most gallery systems allow you to create a gallery in one area of your site, ShoutCMS is different because it allows you to create multiple galleries though out your website. You can create a Gallery within a Gallery, a gallery within an Article or Gallery within a Store, you can also password protect a gallery allowing only members to view it.
Content templates can be used to save you time and increase the consistency of your website's look and feel. ShoutCMS comes with several predefined templates that can be modified; you can also create your own Content Templates (see Site Settings->Content Templates).
Use a Content Template when creating a new page/product/article to bring in base-text and formatting. When selected, the Content Template replaces the contents of the WYSIWYG editor. You can do this repeatedly as required.
Note: Using the Content editor is described separately (see more...)
Open the Content tab to access the Content editor, a WYSIWYG editor that allows you to visually create HTML text that is added to the page. The editor supports creation of formatted text, insertion of tables, and embedding video/images/hyperlinks.
Pre-formatted Content Templates (created in the Settings area) can be inserted into the editor region when creating a new page. Content Templates can be created with default text and styling to give your pages, articles, and products a common look and feel.
The editor also supports Snippet content that is inserted at the cursor's position. Custom snippet text is configured in the Settings area; however, ShoutCMS uses snippet text to support merge fields used by products, web-forms, and out-bound email services.
The Content Editor is used to import (copy/paste) and modify text for a number of purposes includes pages, headers/footers, web-forms, out-bound emails, and other system pages (invoices, etc).
Note: Due to the nature of HTML and cascading style sheets (CSS), the content editor works differently than Microsoft Office and other word processors. Avoid copy/pasting formatted directly from a word processor as doing so introduces complex formatting commands that are not consistent with your site's CSS definitions - outcomes are unpredictable.
(Categorization) Tags Tab
Categorization Tags are used when the page is displayed as an article (or product) in a list on another page. The tags of all pages included in the list are used as filters to group common pages by the tag's value. For example, "Computer" could be assigned to some products, and "Printer" assigned to another. When displayed, the user can select the view to show Computers and/or Printer.
Categorization tags appear when this page is listed as a category item on another page. Categorization tags allow the host page to filter/sort the contents based on how they have been categorized. The Tag title is case sensitive. Multiple tag values can be added by separating them with a comma.
Page Options Tab
The Additional Page Settings of the Page Designer are initially hidden. You can display these options by clicking on the “+” (or anywhere on the “Additional Page Settings” text). These settings allow you to set additional attributes associated with search engine optimization, publication dates, product pricing, and embedded Feature Content. Review the sections below to better understand how you can use these settings to enhance the pages on your website.
The Publication Date defines the date the content was created. Its default is the date the page was created but the value can be changed as required. The Publication Date is displayed along with the Feature Summary as configured by the Page Layout. The style selected to display the Featured Content on other pages on the site will determine whether the Publication Date is displayed (this is page specific).
Search Engine Optimization
ShoutCMS facilitates the entry of tags used by search engines. The information you enter is important as it controls how search engines identify your site when a person enters keys words in their Google or other search engine. There are four fields used to define the SEO options for each page.
Browser & Search Bot Title: This text is shown in the tab of the browser when the page is displayed. The text is also displayed as the title when a search engine (Google) selects the page as a match and lists it in the search results list. If left blank, the page title will automatically be used. Generally, the title should be between 10 and 50 characters long.
Keywords: Keywords are the terms that you want to be matched against words entered when a user is using a search engine. For best results, use terms that are used by your customers. Examples: “New York Restaurants”, “New York Chinese Food”, “Manhattan Chinese”, “3-star restaurants”, etc.
Description: Enter the description that you want displayed when the page is displayed in the search engine list. One source of this information is the Featured Summary of the page (you can easily copy/paste this text)
Disallow Crawling: This check-box should be checked only if you want search engines to ignore this page. Disabling crawling can be done without removing the other SEO content.
The Timed Pages option restricts when a page and its Featured Content are displayed relative to the Start/End dates provided. By default, Timed Pages are disabled until one or both dates are set. When one or both dates are set, the page can only be accessed between the beginning and the ending date; otherwise it is removed from any menus, and the featured content will not displayed. Note: all dates and time are relative to GMT-7hours.
Timed Pages feature is extremely valuable as time sensitive content in pages, articles, and products can be automatically enabled or disabled. For example: pre-entering sale pricing before a sale starts, disabling a registration page the day of the event, publishing an article for only three months, etc.
Append a Web Form
Web forms are used to capture information from the user. Forms can be
configured to manage online registrations, subscribe to a newsletter,
to submit a request, or any other purpose that collects information. Web
forms and Products are distinct and should be used accordingly.
Note: Web forms are covered in detail in the ShoutCMS Forms Manager user guide. In summary, a form is created separately and then attached to one or more pages in the website. When displayed, the form shows field prompts and field entries that have been configured for the form. When the user presses submit, the form and its data is sent to the web server. An optional email notification is then sent to the person responsible for responding to the form.
An existing Web Form can be added to the Page by simply selecting the form from the list. The form is displayed below the other page content or as defined by the Page Layout for the page that the form is being attached to.
Note: Web forms can be created or modified at any time. Previously submitted forms will retain their original content while new versions of the form will contain information based on the current settings of the form
Display Form Submissions
Use this option to display web forms that have been submitted. The option requires that you select a form template of the form that are to be displayed. This feature can be is used when form submissions are shared with a number of users for review. Submitted forms are managed by staff using the Forms Manager feature of the Site Administration Console.
The Header Image is an optional image that can be inserted just below the Site Header. It spans the full width of the page. If a Main Header Graphic is defined, the remaining page content, side menus, columns, and editor regions are displayed below the Main Header Graphic. This graphic is distinct from the graphics contained in the site header or the Page’s Carousel.
This image is selected using the File & Image Manager using site-global images. The same image can be used for multiple pages – for instance, to show that they are related. Instructions to upload and select an image using the File & Image Manager is described in the following section.
Banners are site resources that are configured from the Banners Tab of the Page Designer. Once created, banners can be set using global options affecting all pages unless manually overridden. Creating Banners and setting global defaults is covered separately. Overriding banner settings is straight forward.
When inheriting or customizing the banners for the page the following pop-up will be displayed so you can select the banners for the available banner groups. If Inherit and Customize was selected, you will see the site default banners an can change them as required.
Remember to save the changes by pressing the Save button
The User Comment option is used to control if and how users can add a comment to the page. Comments are displayed at the bottom of the page. Comments are generally used when the author wants feedback on the contents of the page. Comments can be used on Pages, Articles, or Products.
The Title text is displayed above the comments as an introduction to the comments.
Comment Visibility controls whether Comments are enabled, open for adding, or closed but still visible. When open, you can allow comments to be posted by unregistered user (not logged in), or you can require logging in before allowing posting.
Select Who May Comment specifies restrictions when posting comments to specific Contact/Identifier Groups. Even though posting is restricted, existing comments can be read by anyone who has access to the page.
No notification is sent to a form administrator when a comment is posted and comments are posted immediately (no approval process).
To edit/delete existing comments, log in to the site with a Site Administrator account, browse to the page with the comments. With Administrator options, you have edit/delete options that are not normally displayed.
Append a RatingRatings allow users to provide quantitative customer feedback related to Pages Articles or Product. Once turned on, Ratings show the number of times an item has been rated and the average rating (1-5 stars). Settings for the Rating system are defined in the System Settings area.
Social Bookmarking & Widgets
Bookmarking and Social Widgets are configured as global settings for the site. You can override the site setting for the page; however, these settings are generally managed for the site in Site Setting. You may want to override the global settings when the page is supporting a specific campaign or discussion thread.
Append a Contact's Profile
If added, the contact's profile information is displayed at the bottom of the page when the page is viewed. Warning, this information is available to the public unless page access is secured.
Append a File Folder
Use this option to display files that can be downloaded by users from this page. This is a convenient way to create a download group of files (e.g. reports or other materials). Files to be downloaded are managed by the File/Image manager.