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 Agency Manager in the "taxonomies" or "vocabularies" section available to users with the role of Agency 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 Agency 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

Enter the contact name. The Contact Type may be added as well.

Create a contact description and other relevant information

Available fields for a contact are optional and include Details, email, location and mailing address (pulled from the Location page) and more. Note that a Location must first be added before it may be selected from a contact.

Contact websites and social media

Contacts may have multiple websites and social media associated. If this is a primary contact for the agency (an agency may only have one primary contact), we recommend centralizing to the "main" social media for that agency. All website and social media fields are optional. The Division/Section pulls from that taxonomy and may be relevant if, for example, multiple agencies are consolidating or aligning into one, and it's important to maintain distinctions.

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

You can create a contact by selecting the Content button and then within that dropdown you will then see the "Contact" tab which is what you can now use to create your own contact page.

How to add a contact to the site
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

How to add Phone numbers to Contact

If you are trying to add a phone number to your contact page make sure within the top field "Primary Phone Number Type"  make sure to add if it's an Office or Fax or Primary contact. You don't add the actually number within that field

The field below it that says "Primary Phone Number" will be where you can add the contacts actual number.

Adding a number to a contact type
6

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

There is a field towards the bottom of the "Add Basic Page" form, where you may reference a specific contact. Make sure your contact is already created.

7

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

Put your cursor inside and back up over the existing contact in order to remove this person from your page.

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

Typically you may backspace over content in order to remove it entirely.

8

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!