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

Contacts are typically people, or sometimes a "position" such as Public Information Officer, that are affiliated with your agency. We have seen the Contact content type, be used for people like executive staff, leadership, board members, or other highlighted contacts.

The contact itself has a name, position, location, social media links, and phone number, much of which is optional. Use this contact content type to highlight your important people.

Note that the "Contact" content type, is not a form, it is a stand-in for a person or position.

Contact Types are an optional filter to be decided by the Taxonomy Manager in the "taxonomies" or "vocabularies" section available to users with the role of Taxonomy Manager at /admin/structure/taxonomy/manage/contact_type/overview
Different "types" of contacts might include: Board Members, Public Information Officers, IT Staff, Remote, Onsite, or really, any type of categorization that makes sense for your agency.

Note that the Division/Section taxonomy terms also apply for the contact content, in which case you may want to have the Taxonomy Manager first specify divisions/sections, and then contacts may be "slotted" into those categories, such as: BOEE, Iowa College Aid, or other divisions inside the Department of Education.

Create a contact
Create a contact description and other relevant information
Contact websites and social media
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 Type (Taxonomy Manager only)

You may first want to determine if you have Contact Types to manage. If so, you may want to have the Taxonomy Manager input your different Contact Types (these are optional) at /admin/structure/taxonomy/manage/contact_type/overview

4

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.

5

Add a Contact to a Basic Page in the "Related Contacts" section

At the bottom of the Basic Page is a way for you to add up to two "Contacts". 

This is an auto-populated list that pulls from Existing contacts. Please create the contact first, if you intent to link to the contact.

Use this field if you want to add the contact towards the bottom of the page.

Add a Contact using the Contacts Field
6

Remove a Contact from the Contact field

On a Basic Page you can remove the contact inside the Contact field by first placing your cursor inside, then backing up your cursor in order to remove the contact totally.

Backspace over the contact in order to remove

When the Contacts field is empty,  save changes in order to save your work. The contact will no longer appear.

Once the Contact field is empty, save changes to save this work
7

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!