How Do I Work with an Agency Primary Location and Primary Contact?

When working with the Footer menu, it's possible to display the contact information such as the physical office location and/or the contact (in the dark footer section towards the bottom of every page).

Any new agency site will originally launch without an, until the agency manager specifies a Primary Location.

Further, any new agency site will also launch with the default LinkedIn icon to the State of Iowa's generic LinkedIn presence, until the agency manager specifies a Primary Contact. 

Site Settings, Agency Settings, Specify a Primary Location

On Site Settings, Agency Settings, Choose Agency Primary Location from all available locations and press Save to save changes

Footer Location information

Footer Location information is pulled from the "Agency Settings" where the agency manager may specify a primary Location as well as a primary Contact

Site Settings, Agency Settings, choose a Primary Contact

Go to Site Settings, Agency Settings, and specify a desired Primary Contact from the list of available contacts

Agency Managers may create a Location and create a Contact, then choose those inside the Agency Settings in order for the footer menu to update. 

1

Create a new Location content type

From the Content Tab you can select the Location type and this is where you will enter the location’s details, address, hours open, if the location is temporarily closed.

You can also include the optional “Areas Served” field. If left as “None,” this location will show in general area searches on the listing page.

Location fields 1

The Location title field becomes the Title of the location.

The Location Type field appears as an eyebrow above the title.

Location Types are a type of taxonomy vocabulary, managed by Taxonomy Managers.

Areas Served pull from a pre-built list of counties.

You can also add other details such as images and other additional and relevant information about your agency location.

Location fields 3

Adding an image will help visitors navigate to the entranceway of the location.
Details and related links will help with any additional information for how to enter the location such as access codes, front desk checking procedures, or reservation requests.

2

Create a Contact content type

To create a new contact, navigate to the content button then from that drop down select the contact tab and add in any relevant fields.

example of how to add primary contact

Most fields are optional and might not be relevant dependent on how much information is required or available.

Note that there is a possibility to attach a location (such as a physical office or a mailing address) to a contact, so you may first want to create a location (again, this is optional).

When you are finished with creating the contact, make sure to save changes.

3

Set the Agency's Primary Location

To manage the "Primary Location" for an agency, navigate to Site Settings | Agency Settings and specify the "Location" by choosing (autocomplete) from your list of available locations.

Note you must first create a location (Work with Locations) if you do not already have one. 

Next, simply type in the name of your location and it will autopopulate.

Site Settings, Agency Settings, Specify a Primary Location

On Site Settings, Agency Settings, Choose Agency Primary Location from all available locations and press Save to save changes

How do I Set a Primary Location
4

Set the Agency's Primary Contact

A "Contact" content type, may allow for multiple phone numbers and social media icons.

When creating a contact to use agency-wide, embed the desired phone and social media icons (note, there can only be one of each, ie only one Facebook page).

Then, the agency manager may navigate to Site Settings | Agency Settings and specify the desired Primary Contact.

How do I Set a Primary Contact