Navigate to our DX Training Video guide for further visual guidance.

Currently, a Listing Page can be created to add Contacts together in title, or card-style format. We also allow listing pages to show contacts in a Map format, where, if a Contact has a Location associated with it, the map is auto-generated and displayed on Google Maps.

1

Log in to your site

Everyone who writes things on this website has a special title. These titles give them certain abilities, like who can edit, review and publish what. You can ask for a different title or take one away from someone using the user manager.

2

Navigate to the Content tab

You can add pages to your website by navigating to the content button but make sure you are logged in so that you can have access to that tab.

You can sort the pages that you've created using the filter button as well as edit the pages you've created for your website by selecting the edit button within the content list page:

(Example of Content list page)

admin content screen
3

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.

4

Create a Listing Page

Create a new Listing Page by navigating to Content within the navigation bar, from their select add content, then lastly select listing page:

example of how to add a listing page

The Listing Page can be used to show all of your  "How Do I" articles, or all "Documents" pulled from the media library.

Options for creating a listing page include:

  • Listing page of "Basic Pages" to collect and display basic pages.
  • Listing page of "How Do I" to collect and display how do I content.
  • Listing page of "Events" to collect and display events.
  • Listing page of "News" to collect and display events.
  • Listing page of "Locations" to collect and display locations.
  • Listing page of "Contacts" to collect and display contacts.

If you want to be more specific you can choose to only show certain types of things within your chosen category such as Topics or "types" like Event Type, or Contact Type, or Location Type.

5

Editing, Publishing, Scheduling Content

Authors will have the ability to edit content based on different privileges.

Here is a table that demonstrates what each author type or content managers can do:

User Roles and Permissions
 WriterEditorPublisherAgency Manager
Create this contentXXXX
Edit own contentXXXX
Edit anyone's content XXX
Publish this content  XX
Unpublish this content  XX
Delete own content    
Delete anyone's content    
Schedule this content  XX
6

Confirm your knowledge

If you need visual guidance that shows the step-by-step process of creating things for your website make sure to go to our Video Training Page!